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2024 GREATS: 925: How to Stop People-Pleasing and Feeling Guilty with Dr. Aziz Gazipura

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Dr. Aziz Gazipura explains the dangers of people-pleasing tendencies and shares actionable steps for overcoming it.

You’ll Learn:

  1. The massive costs of being a people-pleaser
  2. How to not feel guilty when saying no
  3. A surprising strategy to build your discomfort tolerance 

About Aziz

Dr. Aziz is a clinical psychologist and one of the world’s leading experts on social confidence. In 2011, Dr. Aziz started The Center For Social Confidence, which is dedicated to helping everyone break through their shyness and social anxiety.

Through confidence coaching, audio and video programs, podcasts, a detailed blog, and intensive weekend workshops, Dr. Aziz has helped thousands of people all over the world increase their confidence and lives out his mission: To help every person who is stuck in shyness liberate themselves to pursue the relationship, career, and life they have always dreamed of.

He lives in Portland, Oregon with his wife Candace and son Zaim.

Resources Mentioned

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Dr. Aziz Gazipura Interview Transcript

Pete Mockaitis

Could you kick us off with a dramatic tale about the dangers of people-pleasing?

Dr. Aziz Gazipura

Yeah. Well, I don’t need to make anything up here. And it’s the kind of, like all good dramatic stories, it’s a slow build, where maybe it’s like imagine a character in a movie where they go out and have some drinks, and they really like it, and it just seems like a good time. And then, flash forward many years later, and they have the shakes in their hands because they have to have a drink of alcohol. And that’s actually what niceness is like, or people-pleasing, specifically.

So, you basically make a choice to not be yourself in order to smooth things over or be liked or be accepted. And maybe a classic tale would be you did it when you were young, you did it to fit in at school, you did it to fit in with family. And that was not all horribly off-kilter then. But then I talk to, man, dozens of people every week, where now they’re 37 or they’re 43 and they’ve done pretty good, like inauthenticity and fitting in works. It’s this somewhat adaptive strategy, but it works the way that that drink worked to take away your anxiety, but it doesn’t actually give you what you really want.

I was just speaking with a woman just two days ago, she’s about mid-40s, successful in her career, has a family, has a husband, and feels incredibly lonely, and doesn’t even really know what to change out there anymore because, “I have all the things.” And she’s lonely because no one, not even her husband, really knows her. And that might not sound bad. Some people might hear that and say, “I’ll take the family and the money and the career, and then I’ll be fine.”

But actually, when you get there, and you don’t feel like anything out there is going to change it, and inside you feel profoundly lonely, it’s a story of a lot of suffering. And it’s a story that hundreds of millions of people live out, and feel like they’re the only one, but they’re not.

Pete Mockaitis

So, can you make that all the more real and clear for us? To feel like no one really knows you, what might be some examples of the false impression others on the outside have in contrast to the reality that is within?

Dr. Aziz Gazipura

Well, the impression people have on the outside is what you learned will keep them close to you, and it might be different. And I call them the roles that you’re going to play. So, at work, you have a certain role that you play, “I need to be confident-sounding, in charge, certain with my partner. I need to be pleasing. So, what do they want me to be? I’ll agree to things that I think that they’ll want me to agree with. I’ll focus on the things that they want. We’ll talk about what they want.”

“I also know that they don’t like it if I’m irritable, or if I’m sad. So, I’m going to downplay that or hide that.” And that’s true for friends as well, “I got to be up. I got to be on. I don’t want to be boring. I don’t want to be a sad sack. I don’t want to bring people down. I don’t want to burden people with my feelings, and my woes, and my problems.” So, therefore, at work, you’re going to be that way. And inside you might feel nervous, you might feel insecure, you might question yourself but you don’t show any of that.

And that, people can tolerate a certain amount of inauthenticity at work. But then where it really starts to get to them is when they can’t even be themselves around their friends, their loved ones, their family. You got to hide it and pressure yourself, and so you can’t reveal that you’re feeling sad. You can’t reveal that you feel like something is missing. You can’t reveal any of these things. And that’s where the loneliness comes from for people.

And it might not be these big dramatic things, like, “I can’t reveal that I’ve secretly wanted to leave.” Even just, “I am feeling sad today,” and it’s so simple but it’s a world of difference when you have to keep it all inside, all hidden. And sometimes people, really good pleasers, and I know this because I lived this for many years, you’ll even hide it from yourself, “I’m not sad. Everything’s okay. I just have a stomach ache. I just am tired.”

And it becomes this vague thing that you don’t even know. You don’t even know where you are in all of it because then it’s scary to know what that is and maybe share it with others.

Pete Mockaitis

And so, this loneliness, what are the knock-on, follow-on consequences of that?

Dr. Aziz Gazipura

There’s a variety of different studies around loneliness, but loneliness is pretty much associated with all negative health outcomes and a much shorter lifespan. That’s like the big hammer, right?

Pete Mockaitis

Yup, dying.

Dr. Aziz Gazipura

And quality of life, but sometimes people hear that, and like, “Yeah, yeah, yeah, that’s about everything in life. Too much peanut butter kills you. You got to live.” But actually, not only is it a shorter life, but let’s just talk about the quality of life. And there’s the longest study in the history of human psychology, it’s decades. It’s been going so many decades that they’re now the second generation of people.

Pete Mockaitis

Oh, Waldinger.

Dr. Aziz Gazipura

This is the one done with Harvard students, yeah. And the short version is, it’s relationships. That’s what makes us feel good in life, that’s what makes us feel happy in life, that’s what protects us from hard times in life. And not just you got somebody in your house that’s your roommate. No, we’re talking about confidantes, real relationships, people where you’re in life together.

And so, the loneliness, the cost is you don’t have that, or you have a very limited amount of that, and that is the biggest determiner of true success, which, for everybody, I don’t care what they value in life. True success for everybody is actually to feel rich inside, like feel full of success, of love, of meaning, of resources. And so, you can have external success and feel empty inside, and not have the thing that we all really want, which is those real connections with people.

Pete Mockaitis

Okay.

Dr. Aziz Gazipura

But other than that, it’s great that we should just keep doing it.

Pete Mockaitis

All right. Well, can you give us a ray of hope then, an inspiring tale of a people-pleaser reformed?

Dr. Aziz Gazipura

Yeah, the ray of hope is people-pleasing is not who you are. It’s a pattern that you run. And that’s fantastic news because any pattern that you run you can change. It’s an active process, it’s a verb, like walking or eating. And so, you can put down the fork and no longer be eating. You can put down the people-pleasing pattern and no longer be pleasing. And you can still be very loved by more people than you could ever need to be loved by. And you could be more boldly yourself and actually enjoy who you are and stop trying to be somebody that you’re supposed to be for others.

And I think this is the biggest risk, this is the leap of faith, and that’s why I think people who read my books or work with me because there’s some part of them that says, “That sounds a little too good to be true. You’re saying I can be me, and have love, and belonging?” And the good news, the ray of hope is absolutely yes, and it’s on the other side of that risk, the other side of what we fear, which is, “If I’m really me, everything is going to fall apart, and no one’s going to love me.” But that’s the whole source of the problem to begin with.

Pete Mockaitis
Okay. So, warm, loving relationships, longer life, higher quality of life, that sounds swell. And then your organization is called the Center for Social Confidence. Tell us about what that confidence picture looks like on the other side of the people-pleasing.

Dr. Aziz Gazipura

Yes. Well, there is the outer layer, which I think we all may be focused on at first, which is, “I want to be more confident.” What does that mean? Well, that means I can be more bold, I can walk up to people and talk to them, I can initiate conversations, I can network with people, I can just walk into a room and not feel afraid of what people are going to think, I can really just be myself. That means more power in leadership, and influence, and impact.

You can share your idea more directly, more broadly. You can advocate for something. You can advocate for yourself, for your ideas, for your team. Also, that shows up in relationships and love. You can go approach someone that you really are drawn to, who you really want to spend your time and your life with, and you can let them actually see and know the real you. So, those are the outer observable effects.

And then the inner effect as a result of that confidence is that you feel like you belong in this world, and that sense of insufficiency, not enough-ness, and all the scarcity, there’s not going to be enough love, there’s not going to be enough people, like, that dissolves. And that is worth way more than all the promotions, and all the dates, and all the stuff but sometimes we have to start with that outer stuff, and then realize, like, “Wow, me just really feeling that peace inside, that is worth its weight in gold.”

Pete Mockaitis

Well, that does sound absolutely delightful, yes. So, lay it on us, how do we pull this off? I imagine it’s easier said than done.

Dr. Aziz Gazipura
Yes. So, the good news and the bad news. The good news is this is all possible, the ray of hope stuff we were just talking about. The bad news is you probably are going to feel like you’re going to die on the way there. That’s all. But it just feels that way because, let’s rewind, what is people-pleasing? People-pleasing is a survival strategy that you picked up that’s based upon an idea, a conclusion, that’s not even true. But the conclusion you came to is, “I’m not okay as I am. There’s something just me as I am being totally lovable, I don’t buy it.”

Maybe someone told you that. Maybe you interpreted that. Maybe someone wasn’t there for you. Maybe you were abused. I don’t know, but there is some messaging that you picked up, and you’re like, “Wow, just me being me is not enough, and so now I have to do something. And what I need to do is I need to observe you, and if I can keep you happy, then you’ll probably stick with me. And I got to observe if you’re upset, and make sure that I don’t do the things that upset you. I got to see what makes you smile, and make sure I do more of those.” And now a pleaser is born.

And so, it’s rooted in fear, in the fear of abandonment, fear or not surviving, “Because I’ll be left, I’ll be lost. So, now I’m going to live that out for much of my childhood but as a personality, as a whole life strategy.” And so, why it feels like you might die is because it triggers this kind of fight-flight survival response inside to challenge you, which is why most people don’t.

But if you get up to that, like, fed-up point enough, and you’re like, “Well, I don’t want to keep living this way. All right, let’s take the leap,” you don’t stay in dying forever. You don’t actually die but it feels very ungrounding because there’s a sense of certainty and familiarity in that way of being, and you are going to challenge that. That’s why most people don’t just say, “Oh, I’ll do it,” and then actually execute on it.

Pete Mockaitis

All right. Well, so then what does the execution look like in practice? What are the step-by-steps? Do I just go give people a piece of my mind, Dr. Aziz, “Let me tell you what I really think”?

Dr. Aziz Gazipura

So, I have two books on the subject. One is called Not Nice and the newer one that just came out is called Less Nice, More You. And I talk about the pendulum, where people who have been overly passive and pleasing at some point can swing, “Now, I’m going to let the world have it,” and that’s okay.

Maybe that’s a phase to go through but, ultimately, there is a set point that’s much more effective. And I think the key steps from a higher level are these. Number one, you have to decide that you no longer want to be so people-pleasing and nice. And that might seem like a strange step, but it’s like, “Isn’t that what we’re talking about?” Well, no, because many people have a lot of their identities wrapped in, “But being nice means I’m a good person, and I don’t want to be a bad person.” No one wants to be a bad person.

And so, the first thing we need to do is we need to upgrade our understanding of being people-pleasing is not the same thing as being kind, or generous, or loving, or whatever it is that you actually value as a human. And that people-pleasing is more of a compulsion and not a choice, and so you have to be giving, you cannot say no, and that can be very detrimental.

So, someone is struggling, you take an extra hour to support them seems kind, right? The nice person and the people-pleaser doesn’t have that choice, so they could be being eaten up inside. They’re all stressed.

Pete Mockaitis

Eaten up inside and bitter, they’re like, “This jerk is always hogging my life.”

Dr. Aziz Gazipura

“I got too much on my to-do list.” So, now you’re talking about resentment. So, the compulsion part of it, the “nice” person feels like they have to. And any time we feel like we have to do something, and we don’t want to in that moment, that’s a formula, a human formula for resentment. So, now we’re going to start that.

Now, the kind choice is like, “Okay, this person wants this. Do I want to give it? Does it feel right to give it?” And it doesn’t mean it’s comfortable. Your kid is sick or something is happening, and you’re just like, “You know what, but it feels right, it feels like I want to do it.” Then you do it, and you say, “I want to give it.” Then we won’t feel resentment.

Kindness, true kindness leaves a glow inside, you’re like, “I feel good about that.” Whereas, when we’re like, “I couldn’t say no. I mean, look at them, they need me.” And the nice person likes to create this elaborate world in which everybody is super dependent, like, “They would die without me. They would be, oh, my gosh, if I left this partner, or this boyfriend, girlfriend, they’d be devastated for years,” and they don’t even see how it’s a little bit of a…it’s a way that we’re trying to get some sense of significance, perhaps.

The truth is that people have many ways to meet their needs, and you’re just one of them, and you’re not the only one. So, yes, that’s exactly what you’re talking about. That’s the stew of resentment that can form. And so, back to this first step of, “I need to decide I’m not going to be so nice and pleasing” is actually an important first step because, otherwise, we remain in this pattern where this is the only way to be, this is the right way to be as a good person, everything else is bad. And then we will perpetuate that indefinitely.

Pete Mockaitis

And that decision, boy, it just seems like the distinctions and the commitments are so myriad in terms of the boundaries that we’re down with, in terms of “I am committed to doing this and being generous or loving in these domains. And I’m not so much down to do these other things.” It really kind of feels like we got to go, behavior by behavior, or relationship by relationship, when  we determine what that decision really means in practice.

Dr. Aziz Gazipura
Yeah, that’s a great point. And, yes, it is, and there’s a shortcut to doing that, which is it can be distilled into one question, which is an extremely liberating question but it also, if you’ve been living a people-pleasing life, can make you very uncomfortable. And the question is, “What do I want? In this situation, what do I want?”

And even just asking that can push a lot of the buttons for someone who thinks that that’s selfish, “Your life shouldn’t be about what you want. That’s the problem with the world, is too many selfish people.” But actually, we’re just talking about asking the question. You might still choose to say, “Well, what do I want? I want to not take care of my son.” “Well, he’s five and he needs someone tonight. So, you’re going to find a way to work with it.”

So, it doesn’t mean you instantly just, “I do whatever I want. I don’t even care about anyone.” It’s like, no, but you start that behind that question is not just the data of the answer. It’s actually caring about yourself just like you would with someone you love, “What do you want, honey? It doesn’t mean you get everything you want, but I want to know. I want to know. Maybe we can work with it. Maybe we need to compromise here. But what do you really want? And what do I really want?”

I was just talking with a friend earlier today, and he has some friends visiting out of town, they said, “Hey, we want to come have some dinner with you.” And he’s like, “Oh, that sounds good.” And then they’re like, “Oh, also, we’re flying out somewhere the next day. Can we spend the night at your place then we’ll go to the airport?” And he said, “Well, let me talk to my wife and we’ll make sure.”

So, he’s about to go talk to his wife, and he’s like, “Hold on a second. Before I even talk to my wife, what do I want here?” And that’s such so small, we could just steamroll right over the moment and go on with our lives, and that might seem so trivial but, man, you add up those trivial moments, that’s your whole day, that’s your whole week, that’s your whole life.

And you might say, “Well, that’s horrible. How could you not have your friends stay the night? They need a favor. What a bad friend.” Ah, now we’re looking at the roles of the rule of friend, and many people have extreme rules, “You must always say yes to a friend.” But instead, if you tune in and say, “You know what, it feels kind of, I don’t know, confining.” And he got curious about himself, “Why? Well, I was just hoping to have the one evening a week that I can spend with my wife, one on one. She’s so busy. I’m so busy. I just don’t really want to give that up.”

So, now all of a sudden, we discover that the saying no there is actually a loving act for himself, for his wife, for his relationship, so we’re prioritizing something else. We would not even discover that. Now he’s trying to please his friends, so he says, “Yes,” and then he’s feeling maybe his wife is going to be upset with him, so he’s trying to please her. And then the whole evening, he’s just anxious and secretly resentful, which is a disaster.

So, yes, we want to go, day by day, decision by decision, slow down and start to really ask, “What do I want here?”

Pete Mockaitis

That’s good. And what’s interesting is by surfacing that, and if you do make the choice, and maybe, well, one, I think that can generate kinds of creative options that you didn’t even think about to start with, it’s like, “Hey, you can come over between 9:30 and 10:00 p.m. and, yeah, it’ll get you to the airport on time.” And so, there it is. So, you had your cake and eat it, too.

Now, sometimes you can’t but then I guess if you do choose to make a sacrifice on behalf of another, I think you can do so all the more eyes wide open, it’s like, “I am choosing to do something for this other person, knowing it’s inconvenient for me, but because I value this relationship more than I value binging Netflix, or whatever I was in the mood to do that evening.”

And then, as you said, there is sort of a glow. You can feel good about that choice. You made a values-driven decision and chose that which is good in your value system above that which is expedient, and you did so, knowing full well the consequences that could flow from it.

Dr. Aziz Gazipura

Yeah, I love that nuance. And sometimes people hear this, and they think you’re going to become this very stingy person, not just with money but with your time. And that’s actually not the case. It is very much more intentional and you’re linking it with your values. My younger son, who’s eight, we eat a pretty similar breakfast every morning. And one of the ingredients is from downstairs, and he doesn’t like to go downstairs because he’s afraid of whatever, monsters. That’s what lives when you’re eight years old, that’s what lives downstairs in the basement, is monsters.

And so, there was this time when we were trying to help him face his fear, but that one was just so kind of just an uphill battle, and I was like, “You know what, as a loving act, I’m really okay just going downstairs to get the thing. I’ll help him fight his fears in other places, and he doesn’t need to tackle every fear because his dad freaking is obsessed with confidence.”

So, I just decided that, and it’s this kind of sweet act of generosity. He’s not going to be eight years old forever. And when he’s a big hulking teenager and could care less about going anywhere in the house, then that’ll be a sweet memory.

And so, you can actually be really loving and generous in all these different ways. It’s just not coming from this pressure that you have to or else. I think that’s the biggest freedom.

Pete Mockaitis

All right. Well, walk us through the next steps.

Dr. Aziz Gazipura

All right. So, you’ve decided, “I don’t want to be nice,” and then you start to ask yourself, “What do I want?” Then the next step is going to be you do the things that are “not nice.” And that might be saying to your friends, “Hey, I’d love to see you. You guys can come. We’ll get some dinner. It’ll be awesome. And then you’re going to be staying near the airport or something. I want to have the evening to myself with my wife. It’s our one night and I really want to preserve that.” And it’s, “Oh, my gosh, so you’re saying no in that situation.”

Yeah, another not nice thing might be to inconvenience someone by asking them for something, “Can you help me with this?” or, “Can you do that?” There’s disagreeing with somebody, “Ooh, that’s real unpleasing of you.” So, maybe you have a different opinion, it’s relevant to something in business, a decision, whereby it feels high stakes and it’s important to share it.

It might even be just a different idea or preference that doesn’t even seem that important to share but you just share it instead of smiling, and saying, “Oh, yeah, me, too. Me, too.” You’re like, “Yeah, I actually like the person that you seem to dislike. Hmm, that’s interesting.” So, whatever it is, it’s just a small smattering of the potential behaviors of you being more you, more authentic, more real, more bold.

That’s all the “not nice” behaviors. And every single one of those is going to produce probably some level of anxiety at first because that’s me being testing out what could happen, which is going to be some sort of calamity, “If there’s conflict, the relationship is over. If I say no, the person is going to never do anything for me ever again. If I ask for what I want, they’re going to hate me.”

So, we have these dramatic predictions, and we test them out. And it’s a form of exposure, really, like behavioral training where we need to do the steps, which tends to bring about the discomfort. And then there is another step about working with that, but I’ll pause there to see if there’s anything you wanted to ask about this step.

Pete Mockaitis

That’s good. That’s good. And what’s funny, though, is the asking for help, we think that’s not nice or imposing or burden, yadda, yadda, but, in reality, when I’m asked for help, I often am delighted to be trusted, relied upon, to be confided in on the matter, and I really like it. And I guess not all the time. Some things are like, “I really don’t want to do that.”

But I think that’s interesting that sometimes these not-nice behaviors are, in fact, what people really value. Maybe some people don’t get people who disagree or challenge them enough.

So, it’s interesting what we think might be not nice could, in fact, be just what the doctor ordered on the other side of the table.

Dr. Aziz Gazipura

Yeah, and that highlights something really important, which is this strategy of people-pleasing is not a very well thought out effective model of human relations. It’s like, “This is the best predictors and most intelligent, socially intelligent model I can…” No, it’s a cautionary model. It’s, “Hey, any of those things might be a problem so don’t do any of them. That person might respond well to that but they might not, so just, no, don’t.” So, it’s not a very sophisticated or intelligent interpersonal model. It’s just safety-oriented.

Pete Mockaitis

Well, thank you. You got some more steps?

Dr. Aziz Gazipura

Yes. So, after you spoke up, you did the thing, and you’re freaking out inside, then it’s time to do the work, which is to upgrade something inside of yourself. That’s where the real transformation is going to occur. People think the real transformation comes from the action, which is part of it, but then we have to upgrade, otherwise we just keep beating our head against the wall. And you can leave that situation, you say, “Oh, I feel so guilty I told them no. I’m so bad.”

If you just grind yourself through that meat grinder for two days, and then you come out of it, you haven’t probably really learned anything. And so, the next time someone asks you for something, and you think, “I should say no because that’s being less nice,” then you might remember the meat grinder, and you’re like, “I don’t want to do that.” And so, then you probably just go back to the old pattern.

So, to really change, after we say no, and then all that stuff starts to come up, then we get to upgrade our map of relationships. And there’s one that I really love, which is I call your bill of rights, so what you’re allowed to do, and the rules, basically. And so, when you feel really guilty, you can examine it, and say, “Wait a minute, what rule did I break? What did I do that was so bad there?” “Well, you said no to people.” “Okay, so what’s the rule?” “You should never say no.” “Well, to who? My friends?” “Yeah, you should never say no to your friends’ requests.”

“Okay. Wow, that’s a pretty extreme rule. Is that how I’m going to live my life? Are there some downsides to that one?” And then we upgrade with much more healthy, and nuanced, intentionally chosen approaches to life, rules for life. So, for example, you might say, and this is where the bill of rights is, “I have a right to say no to requests.” And that might sound like a simple statement, but if you really start to believe that and live that, that’s a whole different life, not just in terms of the behaviors but how you feel on a daily basis.

I don’t think we can totally upgrade these in a vacuum, where we just sit down with a sheet of paper, and we upgrade our bill of rights, and then we venture forth into the world, and everything is perfect. No, we kind of have to go through this process where we take the action, we feel bad, and then that’s the motivation to say, “Whoa, it’s time for something different.”

But if we do it, and we change, and we upgrade, it’s like a step-by-step. It’s almost like pulling out the faulty coding of the pattern and putting in a new coding, new software, that runs so much better. And it’s the software of more authenticity, more boldness, more actually being you in the world. And it turns out to work a lot better on your system than the nice people-pleasing software.

Pete Mockaitis

And it’s interesting, it seems like those exposures, those reps, really do build up over time when you work through those steps. I suppose I am a people-pleaser myself, and I’ve just sort of gotten clear that I’m disappointing people every day. Like, there are people, maybe this very minute, Dr. Aziz, someone might be unfollowing this podcast or unsubscribing from the Gold Nugget newsletter, which I don’t recommend taking those actions. But, nonetheless, they are taken.

Dr. Aziz Gazipura

Someone out there. There’s a loose cannon out there.

Pete Mockaitis

By the hundreds, by the thousands, and so this happens. And so, what’s empowering is to just, for me, as I just sit with that, it’s like, “Yeah, I have displeased someone, and that’s okay. I have not sinned, I have not violated my values, I have not been, I don’t know, fill in the blank: selfish, greedy, lazy, any number of things that seems to kind of be at the core of a lot of this, is we have these value judgments associated with what you’re calling rules. It’s, like, “I feel bad, therefore, I must’ve done something bad. So, I’ve done something bad. I’ve broken a rule. What was the rule? Oh, wait, that rule is kind of ridiculous. Huh.”

Dr. Aziz Gazipura

Yeah, and there’s what I found, and one of the reasons why when I work with people, and the main ways that I work with people, is in a group environment is because we can identify that rule, and think, “That seems kind of intense,” but it has such momentum of history that I find a lot of this is almost like we’ve been running a propaganda campaign inside of ourselves for 20, 30, 40 years.

And when you’ve heard something for 40 years, it doesn’t matter what’s true or not. It’s hard to challenge. I was working with a gentleman in the program, who has had a hard time, even his relationship with his wife, he’s saying, “This is what I’d like to do on a Saturday.” “I don’t know if I want to do that. Here’s what I want,” like basic stuff.

And so, it almost felt like for the first couple of months he’s in the program, he was, “Hey, it’s okay for me to ask for what I want.” And in some part of the lecture, I’m like, “Of course. Of course.” And then he looks, like, around the room, and like, “Is it really okay for us to do that?” And we need to hear that, we need to get reinforced from outside.

And, hopefully, it’s just reinforcing some new beliefs that are just more sane and healthy. And I think that’s really a key thing to come back to, is, “Hey, is the way I’ve been living really serving me? Is it serving others? Is it really? If I’m getting burnt out, and hurting inside, and experiencing all these mind-body issues, and pain, and illnesses, like is this really how it’s supposed to go?” And I would challenge that, I’d say, “We’re not meant to live and help others at the expense of ourselves.” I think there’s really a beautiful, a much more abundant, win-win way of going through life.

Pete Mockaitis

That is beautiful. And I’m wondering if you recommend starting, if it feels scary, starting big or starting small? Like, “Asking my wife what I want to do on a Saturday,” in that example, is it that you recommend that you have, I mean, a small request might be…?

I guess I’m thinking small might be like you can give a lot of advanced notice. Like, let’s say on a Tuesday, you say, “Hey, honey, I think it’d be really fun on Saturday if we got lunch at Jimmy John’s.” Like, “Okay, that’s an inexpensive restaurant. It’s four days notice. It’s lunch, not dinner. It doesn’t seem as big, primetime of a meal.” So, I’m wondering, is your professional advice to start with some of those smaller, non-pleasing moves or requests, or to go for the bigger ones right off the bat?

Dr. Aziz Gazipura

I would say both are beneficial and it’s going to be based upon your discomfort tolerance, which, by the way, is akin to a muscle that is worth building, and you will build it by doing this. And so, if one is going to just completely blow you out of the water, because our goal here is sustainable. Think of it like strength training over many months, and so you don’t want to go to the gym and just blow yourself out where you can’t work out for three weeks. So, maybe you do the lighter weight at first, then it’s a little easier, and that’s great.

You start to build momentum, and success builds on success, so you have a couple wins, and you’re like, “Well, that didn’t go so bad, so I think that’s a completely valid approach.” And if you want to go faster, you feel like, “I have been in this cage for so long that I’m just ready to do whatever. I got to get out,” then you might feel excited and exhilarated as you really test the edge quicker. But I don’t think there’s one approach that’s better or worse.

Pete Mockaitis

You say discomfort tolerance is a muscle, when we work that muscle doing exactly this. If people-pleasing is a diagnosis, that is apt for you. Are there any other pro tips you have on building the discomfort tolerance muscle? I’ve been into cold plunges lately, so if you can justify me that I’m not a weirdo, and this is actually super beneficial to all sorts of elements of my life, I’ll receive that, Dr. Aziz. But, is cold plunges one of the activities that increases the discomfort tolerance muscle? Or what are some of the other top prescriptions here?

Dr. Aziz Gazipura

As a matter of fact, the cold plunge is.

Pete Mockaitis

Thank you for that.

Dr. Aziz Gazipura

It’s actually cold showers for clients that I work with. And I, about six to eight months ago, invested in an actual cold plunge to take my cold to the next level. And there’s a lot of physical health benefits to them but, honestly, the biggest draw for me is that discomfort tolerance. It’s a training, it’s a visceral training to go into the uncomfortable every day, or however often you do it.

And the cool thing about discomfort tolerance is that it actually does generalize. So, if you took a cold shower that morning, and then later in the day, there’s an opportunity, someone at work is sharing an idea, and you have something you want to add to it, and you’re like, “Well, actually, I think this. I don’t know if they would think that that’s disagreeing, or I’m not sure.” And that back-and-forth kind of hesitant energy, when you’re in the cold shower, about to go in the morning, you’re like, “Uh, should I go into it?” you’re like, “Ah, let’s just…all right, here we go.”

And whatever that is, that ability to go into discomfort, and then withstand the discomfort, it translates because the circumstance might be totally different, one seems physical, one seems social, but on a physiological level in your nervous system, discomfort is discomfort. And when you increase your capacity to do it, you can actually transfer it.

And so, yes, physical feats of discomfort, whether it’s a cold plunge, or just going doing, you know, people will take the elevator instead of the stairs when it’s two flights of stairs. There’s just this unconscious addiction to comfort that we’re living in. So, finding ways, I’d say once a day, on purpose, you could go do a wall sit where you sit against a wall with your back against the wall, and your legs, or your thighs are at parallel to the earth. Hold that for 60 seconds and you’ll be quivering.

Is that going to make you ripped? No, but it’s saying, and it’s all about the framing of it. So, right before I go into a cold plunge, I remind myself, “This is going to make me stronger.” So, it’s framing. It’s the same thing with the wall sit. I’m not doing this just to build muscle or something. I’m doing this to say, “Hey, I can do things that are uncomfortable,” and that will exactly translate over.

And then, of course, there’s dozens of opportunities in your interpersonal social life. And how do you find them? You just know. We all have a radar going on all the time, and saying, “Is that going to be comfortable or uncomfortable?” And most of us are using that radar to say, “Well, if it’s uncomfortable, then go the other way.” And what we actually want to do is you don’t have to go crazy with this. It’s all in the dose. You don’t need to go insane on your dose of medicine here, this discomfort medicine. But a daily dose, even if it’s small, will radically accelerate how quickly you can make these changes in your life.

Pete Mockaitis

Cool. All right. Well, could you now share with us a favorite quote, something you find inspiring?

Dr. Aziz Gazipura

Well, this one I like, this is Tony Robbins, “The quality of your life is directly proportional to the amount of uncertainty you can comfortably tolerate.”

Pete Mockaitis

All right. And a favorite study or experiment or piece of research?

Dr. Aziz Gazipura

Ah, favorite has got to be The Boulder Study of Back Pain of 2021. There’s a book called The Way Out by Alan Gordon where they talk about it, but the Boulder Back Pain study was done to compare back pain treatment, treatment as usual, medications, physical therapy, and then also something called pain reprocessing therapy, which is treating the back pain with the mind and emotion, which has been fascinating for me with my own history of back pain and chronic pain, as well as nice-people developing pain.

There’s a whole chapter in the book, why it’s not nice about that. And so, randomized, controlled trial, gold standard evidence that we can use these mind-body approaches to not just reduce but completely transform back pain is revolutionary for the chronic pain world, and something I’m really excited about getting out into the world in a big way.

Pete Mockaitis

Okay. And a favorite book?

Dr. Aziz Gazipura

There’s one I’m reading right now that I really enjoy, it’s called Free to Focus by Michael Hyatt, and I’m finding it really refreshing for how to reclaim your focus and your time.

Pete Mockaitis

Okay. And a favorite habit?

Dr. Aziz Gazipura

It’s the best and the worst, it’s the cold plunge.

Pete Mockaitis

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

Dr. Aziz Gazipura

Yes, go to DrAziz.com, that’s D-R-A-Z-I-Z.com, and the goal is for there to be a wealth of resources for free. So, there’s a podcast on that page, under the Resources tab. There’s also a mini-course, a video mini-course called “5 Steps to Unleash Your Inner Confidence” also for free. I have a YouTube channel, you can get a link there as well from the Dr. Aziz’s homepage.

So, lots of resources for free. And then if you want to take things further, we have some training courses, and I also work with people in a 12-month life changing yearlong program. So, however far you want to go, I’d love to support you. And if you just want to start with the free stuff or get a book, that’s a beautiful way to really learn that there’s a pathway. There’s a proven pathway out of this stuff, and I’m here to help as many of us as we can to get across that.

Pete Mockaitis

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

Dr. Aziz Gazipura

Yes. Whatever is going to make you the most awesome at your job is also the thing that’s probably either scary or uncomfortable. It’s, like, really practicing that boldness and facing what we fear will not only produce just beautiful results in your career but will also make you feel good at your work, you’ll feel way more engaged.

Pete Mockaitis

Beautiful. Dr. Aziz, this has been a treat. I wish you much fun and minimal people-pleasing.

Dr. Aziz Gazipura

Thank you, Pete. What a fun and interesting and dynamic interview. Really appreciate it.

1018: The Step-by-Step Guide to Building the Life You Want with Ximena Vengoechea

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Ximena Vengoechea shares her viral three-phase life audit exercise for surfacing and achieving your most important goals.

You’ll Learn

  1. How to transform your life with just Post-Its and a marker
  2. How to turn fanciful wishes into actionable goals
  3. How to stay motivated while pursuing hard goals

About Ximena 

Ximena Vengoechea is a user experience researcher, writer, and illustrator whose work on personal and professional development has been published in Inc., the Washington Post, Newsweek, and Insider, among others. She is the author of Rest Easy and Listen Like You Mean It, and she writes a newsletter about personal growth and human behavior. She lives in New York.

Resources Mentioned

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Ximena Vengoechea Interview Transcript

Pete Mockaitis
Ximena, welcome back.

Ximena Vengoechea
Thank you so much for having me back. It’s great to be here.

Pete Mockaitis
Oh, I’m excited to chat through your latest goodies. You wrote a post that really resonated with folks and you’ve now made it into a book. Tell us about this so-called life audit.

Ximena Vengoechea
So, this is a post that I wrote about a decade ago that is now a book, and basically The Life Audit is this exercise, this kind of checkpoint for you to see, “What is it that I want to of this one true beautiful life? Am I heading in that direction? What are maybe some of the deep-seated desires, wishes, goals that I am not in touch with that maybe I need to kind of resurface? What are my core values? And how do I navigate that in this lovely thing called life?”

Pete Mockaitis
Well, that sounds like, generally, a kind of a prudent practice. I mean, just to confirm, clarify, will Federal agents swoop in if I conduct a life audit?

Ximena Vengoechea
They will not be making you an appearance.

Pete Mockaitis
Okay.

Ximena Vengoechea
Yeah, this is just for you. This is really, you know, I’m sure we’ll get into this but my background is in user research, and a lot of what that role is doing is about understanding other people, and really kind of understanding the psychology of people. What are their needs? What are their motivations? What are their perceptions, usually, with regard to understanding how to design a better product that actually fits those real human needs?

And in this case, we’re taking these same practices, but we’re turning them in on ourselves. So, this is something that is really just for you. It’s a tool to help you reconnect with yourself to uncover some of this inner wisdom and intuition, and then it is practical also to kind of help you take steps in that direction. Yeah, you are welcome to share it if you’d like, but, if not, you don’t have to share your paper with anybody.

Pete Mockaitis
Well, so reconnecting with yourself and uncovering wisdom, generally, sounds like something kind of cool, kind of handy. But could you perhaps make an even stronger case for the why behind this?

If folks are thinking, “Oh, maybe, but there’s maybe a dozen journaling kinds of things I probably ‘should’ be doing, along with some mindfulness practices and gratitude, and so on and so on,” could you share perhaps your own story or the story of some of your biggest life audit fans on what kind of impact this can make?

Ximena Vengoechea
Yes. I certainly never want this to feel like a chore. So, this is something that you should pursue when the moment feels right. Usually, for most people, that’s at some kind of crossroads or life milestone. So, in my case, I had moved from the East Coast to the West Coast. I was in this phase of just great excitement, of starting this new career, meeting lots of people, had lots of hobbies, interests, things that I could be pursuing, but also felt overwhelmed by the possibility. What a beautiful place to be in but also a little bit scary.

And I remember just thinking like, “Oh, my God, like, I don’t know where to start. And is this career even right? Like, was this move even right?” Just having a lot of doubts about what came next. And for me, it was really an opportunity to kind of step back, assess, not just this moment, but, on a longer term, what it was that I wanted out of my life.

This is something that we usually don’t allow ourselves to do. So, a lot of times when we’re getting those resolutions in for the New Year or setting goals, we’re usually doing it on a much smaller timeframe, or maybe we’re not even thinking about the timeframe, and we just think, “This is a thing that I want to do.” The Life Audit is really unique in that we are looking at a much longer time frame.

So, in my case, I was starting to do user research. I had a bunch of hobbies that I sort of didn’t know what to do with them, you know, design, illustration, writing. These were things I was excited about, but I didn’t really know what to do with them. And 10 years later, “The Life Audit,” that post that I wrote after conducting my own, where I sort of learned these things about myself, went viral. That post was then picked up by Fast Company.

Fast Company then invited me to be a contributor. A literary agent saw my work in Fast Company. I am now a published author working with that agent. This is my third book and, yeah, I had some wishes around writing, writing books, like figuring out how to make a career out of that. And I think that had I not sat down and really taken the time and space to uncover that, but also just kind of sit with it and really internalize that about myself, I don’t know what would have happened.

I mean, maybe life is long, maybe you meander in that direction. But it, certainly, for me, gave me a lot of clarity and purpose and conviction around the things that I wanted to pursue. And I hear that a lot from people who have conducted their own life audits, that it’s really about crystallizing things, things that maybe you’ve buried or maybe you haven’t made space to uncover before, and providing that clarity is really just so key.

Pete Mockaitis
I love that so much. Clarity is something many of us want, crave, and in practice, it seems it’s relatively rare for us to pause from the interesting, the urgent, the impulse to check something, whether it’s the news or social media or email or whatever, but really to go deep and to go internal. So, I think that’s one huge piece right there is to just remember, “Hey, if clarity appears to be missing, perhaps what is also missing is some form of quiet introspection, reflection, be it a life audit process or there’s something different.”

Ximena Vengoechea
Yes, we don’t often make space to ask ourselves these big questions, and there are many reasons for that. Part of it are the distractions that you were talking about. Part of it is also, I think, emotional. It takes a certain amount of courage for many people to sit down with themselves, just with themselves, not with anybody else, not with their manager or a partner or a roommate, giving them advice or telling them what they should pursue.

I think we all have, by virtue of living in this society, we have societal messages, expectations that are put upon us. There’s a difference between, and I think we sometimes kind of lose this distinction, but there is a difference between pursuing things that you think you should pursue versus things that you genuinely want to pursue. And for many of us, those external messages crowd out the internal side.

And I think that’s when we can kind of, suddenly, maybe you’re in this career and you’re at the top of your field and you step back and go, “Wait, but is this it?” you know, or, “Am I happy? Do I like this? My LinkedIn resume is amazing, but is this it?” And so, I think that’s one of the main things that we’re doing, is we’re really trying to set some of that aside. It’s not to say that those voices can completely be erased, but we’re trying to recognize and acknowledge when it’s somebody else’s desire versus our own.

Pete Mockaitis
Okay, that’s really handy. And so, in terms of when to do it, it sounds like often it comes with life transitions, a move, turning a milestone age of 30 or 40, new job, new partner, breakups, transitions. These sorts of things are fine prompts, and maybe the New Year or just any reason at all, like, “I just think now would be great to have some extra clarity.” So, that’s cool.

And if we don’t do something along this, we may very well find ourselves swept along into a pathway of, “Oops! Is this really what I want? Uh-oh. Where did life go? Uh-oh.” So, walk us through it then. If we’re thinking, “All right, life audit sounds great,” how do we proceed?

Ximena Vengoechea
Yes. So, it’s a very simple process. It’s deliberately lightweight. So, what I mean by that is I’m not going to ask you to get any specific equipment. You don’t have to download anything. Your tools really are quite simple. And we’re starting with sticky notes, so Post-it notes, which maybe you have at home, and Sharpies, permanent marker, which hopefully you also have at home, and if not, that’s at the office, quick Staples run, whatever. But that’s it. It’s very minimal, and that’s deliberate.

And so, what we are doing, there are sort of three phases. The first phase is really generative, and this is when we are brainstorming, essentially, and pulling up wishes. So, I usually recommend that people dedicate an hour and they aim for 100 wishes. So, you’re writing one wish per sticky note. You’re keeping it simple. So, that is why we use a Sharpie. We’re not writing long essays. We’re not writing anything that involves a comma. No, it’s usually just one or two words, a handful of words, and you’re just going to keep going until you hit that hour mark.

The hour is a guideline, just as 100 is a guideline. Some people are going to blow past that and some people won’t hit that number. That’s totally fine. This is just to get the wheels turning, but essentially like this first phase, you know, in user research, we talk about brainstorms, and whenever we talk about brainstorms, we say we’re encouraging wild and crazy ideas. There are no bad ideas. This is blue skies so you don’t want to self-edit during this stage.

And that’s another reason for using sticky notes is they are intentionally disposable. If you decide later that was a dumb idea, you don’t want it, you can just crumple it up and get rid of it. So, we’re really trying to make this less heavy because it can feel a little intense of, “Oh, my God, what am I doing with my life?” No, we want it to feel lightweight, playful. We’re just dreaming during this stage. So, that’s the generative stage.

Pete Mockaitis
Okay, so we got the Post-its, we got the Sharpies, we’re dreaming and we’re putting a dream or wish on one per sticky. Could you just give us some examples? The dreams can be big or small. Like, give us a few nuggets.

Ximena Vengoechea
Sure.

Pete Mockaitis
It’s like, “I want to get good at making barbecue,” all the way to, “I want to live in Hawaii.” Like, anything there?

Ximena Vengoechea
Yeah, exactly. It could be anything from, “I want to launch a podcast someday. I don’t know when, but I want to do it,” to, “I want to write a book someday,” to, “I want to make six figures in my career,” to, “I want to be more patient.” So, it can be a little bit more abstract too. So, there’s a whole variety. And, usually, what happens when you step back and you get to the analysis phase, which we’ll talk about next, usually what happens is you do start to see that your wishes kind of fall into three buckets of, “This is something I can carry with me every day.” I think of these as core values.

So, for example, a desire to be patient, a desire to be generous, to tell your loved ones that you love them on a regular basis, like things that you just want to kind of carry with you, I would put those in the category of core values. And then you tend to also have wishes that are really about things you want to achieve or see through in the near term, let’s say, in the next 6 to 12 months.

And then you’ve got another category which is really kind of someday wishes, like, “I want to do this someday. I want to launch a podcast someday. I don’t know when, but at some point, that seems like something that I would enjoy, that I could be good at.” So that’s a whole other category of wishes.

Pete Mockaitis
Okay. So, we’ve generated many wishes and we find they fall into some categories. And I guess if they’re Post-its, are you imagining like rearranging them on a big old wall or a giant desk or piece of furniture? Or, kind of visually how does that unfold?

Ximena Vengoechea
Yeah. So this is something else that I really like about using Post-its is you can manipulate them, and you can move them around and look for patterns. So, this is our second phase where we’re really looking to, essentially, analyze our data. So, this is something that as a user researcher you would do. You have a bunch of data about a study and then you have to make sense of it, and you need to turn the data into insights. So, it’s not just numbers or information, it’s actually telling you something useful.

So, I usually recommend that you just start by doing a simple cluster analysis, which is essentially we’re looking for wishes that are in some way related to each other, and we’re just going to group them. So, it sounds fancier than it is, but we are just looking for things that are related. So, for example, common themes that might come up, you might have a bunch of wishes around family, you might have a bunch of wishes around career, money, volunteering, travel, creative pursuits, spirituality, mental health, physical health. There’s a lot of things that could come up.

But we’re essentially going to go, “Okay, I’ve got my hundred wishes. Now I’m going to start to physically move them and put them in groups so that I get a bigger picture of what’s really happening.” Because, essentially, what we’re looking at here is a reflection of our true desires, is a reflection of today, “Who I am today, these are the things that I want.” These things can change, we evolve as people. But today, this is a snapshot, it’s sort of a self-portrait.

And so, you get to look back and go, just really quickly, see visually too, “Oh, wow, I have a ton of wishes around family. I have a lot of wishes around finance. I don’t have that many wishes around my career. Why might that be?” So, you’re kind of observing and asking yourself questions of, “How do I feel about how this is mapping out? Why might this be mapping out in this way?”

I think one of the interesting things to consider when you have your life audit is that areas that are, let’s say you have a smaller number of wishes, sometimes we think, “Wait a minute, am I not as invested, for example, in my career as I thought I was?” Maybe. But another thing could be that you are investing so much already in that area of your life that you don’t need it as a wish. It’s kind of already taken care of, right? It’s something that you are regularly doing, supporting, pursuing.

So, I always tell people, you know, the life audit, especially at this stage, it’s not a progress report. It doesn’t tell you, like check mark, like, “Here’s what I’ve done. Here’s what I haven’t done.” It’s really trying to reveal, like, “Right now, what are the things that I’m most interested in pursuing,” and to teach you something about that.

Whether it’s that there are areas that are not coming up because you are really actively embracing them already, or whether there are things that you kind of step back and go, “Wait a minute, that’s actually weird that I have so many things in this column around physical fitness because I hate exercising. Like, where did that come from?” And that’s when you kind of can ask yourself, “Is this a true wish? Is this a should wish? Like, somebody thinks I should do this. Is this really mine?” So, this is a really fun phase too because it’s all about self-discovery and learning something about yourself.

Pete Mockaitis
That is really fun. And, you’re right, when you ask those questions you might say, “Oh, no, it’s just because I was listening to some health podcasts yesterday, and that’s very top of mind.” Or, maybe you don’t have much in careers, like, “Oh, do I not care about career? Well, maybe it’s already taken care of.” Or, maybe, “Well, I’ve got two in career, and they’re hugely important to me!” So, all right, it doesn’t matter so much the quantity of pieces of paper. And when I’m looking for clusters and connections, do I need yarn, like an FBI investigation board? Or do I just let them hang?

Ximena Vengoechea
No, you do not need yarn.

Pete Mockaitis
All right.

Ximena Vengoechea
If that feels good to you, that would be your own unique modification. I will not stop you. But, no, usually, I suggest doing this either on a wall, a foam core board if you have one, but if not, a wall is great, or the floor is also fine, and you’re just moving things around. So, we’re keeping things flexible. We don’t need to attach anything else to it. We’re just kind of seeing where things land.

Pete Mockaitis
Okay. And then what’s our next step?

Ximena Vengoechea
So, from here, we’re going to start thinking about some other factors to help us understand what’s happening. So, we’re going to look at, okay, let’s say we’ve got however many wishes, we’ve grouped them into themes, we can start to prioritize. Usually, I suggest that people commit to three to five wishes a year, and that’s a guideline.

As you mentioned earlier, you might have two wishes in career, they might be huge. We need to be aware of that. You don’t want to commit to five huge wishes, but you do want to find a little bit of a balance, and that’s where knowing, “Is this a core value that I’m going to live through every day? Is this something I want to do in the next 6 to 12 months? Is this something that I need to work toward eventually, someday?” That’s where having that in mind really helps so that you’re not tackling all, let’s say, someday wishes, like huge wishes. You find a balance, but you’re really going to start to prioritize.

And prioritization can come on multiple axes. So, you might be a really rational thinker and look and say, “Okay, what do I know is achievable, either because I have the right skillset in place, I have the right resources, I have the time and money available to me, I have mentorship?” Maybe it’s geographically feasible, right? But if you’re a really logical thinker that might be a really useful way for you to prioritize.

Some people hear that, and they think, “Oh, my God, that sounds so boring. That sounds like homework.” And they might be more drawn to just intuition of, like, where is their natural heat? Like, “What am I naturally drawn to? I’m going to just follow that instinct.” Other people might also think about this more emotionally of, “What am I afraid of? Like, maybe that’s actually the entry point I want to take in. The things that are scariest to me might also be most exciting to me.”

So, there’s a lot of that you can go into it, but you want to choose whatever feels right for you. Usually, it’s a combination of those things that you might want to ask yourself some questions around before you kind of come up with that short list.

Pete Mockaitis
Okay. So, we’ve got our short list, then what?

Ximena Vengoechea
So, at this point, you also want to start thinking about what’s feasible. So, I usually recommend that folks do a little bit of an audit of their time, “So, knowing that these are the things that I want to spend my time on, how am I spending my time today?” And I usually recommend that folks just look at an average day and make a quick list of “Here’s how I usually spend my time.”

You can think of it as like a pie chart, give yourself little percentages, maybe work takes up 50% of the time, child care or pet care or life admin, just start to chart it out, and see what is the delta between where you want to be and where you are. I think, similarly, doing a little bit of a relationship audit. So, thinking about who are the people in your life who you spend the most time with. That doesn’t necessarily mean physically, like you’re in the same room, but like these are the people you’re connecting with the most on an average day.

Usually, these people are somewhat convenient. So, maybe there’s someone you work with, or maybe they live in your building, or you have some reason that you’re seeing them a lot, versus they’re actually someone who can help me see these wishes through, who can help me see these goals through, and I don’t mean that in a transactional sense. I don’t mean, “So-and-so works in the recording industry. Like, I can talk to them about getting a foot in the door for whatever goal.” That’s not what I mean.

I mean people who are really inspiring to you, are motivating, the friend who you have a coffee catch up with and you walk away and you’re like, “Yes, like life is good. I can do anything.” Like, the people who boost you up or genuinely invested in you as a person. person, that’s what I’m talking about. I call them gems.

So, what we’re doing here is we’re kind of taking a look at, “Okay, there are some stuff that I want to do, that I want to pursue. What does my life look like now? Who is kind of supporting me? Who could support me? Where are the gaps?” because that is also going to give us information about where some tweaks might need to be made in order to support our pursuit of these goals and wishes and desires.

Pete Mockaitis
Very good. Okay, then what?

Ximena Vengoechea
At that point, you’ve got a lot of information about changes that you might want to make. That can feel both galvanizing, energizing, exciting, and daunting. Like, you might look at your lists and go, “Oh, my God, I’m not talking to anybody who I actually want to talk to,” or, like, “My schedule is not really in my control. Like, how can I shift even a little bit?”

And this is usually, I think of this as like a phase where, for example, if you’re setting a New Year’s resolution, we’re often not doing this depth of self-analysis. We’re kind of making the wish or setting the goal and forgetting about the rest, but we’re going so much deeper that now we can see some of the gaps in our own schedule, in our own lives, in our own network, however you want to put it. So, now this phase is about making sure that we don’t get dissuaded or discouraged by what we’re seeing because it’s normal to have some gaps.

If you didn’t have any gaps, you probably would have pursued those goals and wishes earlier. So, it’s normal, it is expected. And now at this point, we want to see, like, “Okay, how do I begin to chart a path forward?” And so, the third part is really all about goal-setting, and how to make these goals more manageable for yourself.

Pete Mockaitis
Okay. And how do we?

Ximena Vengoechea
So, I usually tell people, you know, like taking a look at those, let’s say, three to five areas. Like, how do we break those goals down into really achievable goals? So, for example, let’s say you have a wish that’s just to read more. You used to read as a kid, you don’t really read now, like you want to return to your love of reading.

Rather than go to the bookstore and buy 20 books that look awesome and put them on your bedside and go, “Okay, I’m starting tonight,” what if you got one book? And what if you committed to a paragraph a night? And then you work your way up to a chapter a night, right? Like, starting really small, so whatever that goal is, essentially how can you break it down into something really manageable? So manageable that you are virtually guaranteed to succeed because, especially in the beginning, it is important to get that momentum.

Psychologically, when you’re pursuing something new, it’s important to get these quick wins so that you go, “Okay, I can do this,” and then you can continue to make progress against that. So that’s one thing that I suggest.

Pete Mockaitis
I love that a lot. And we had B.J. Fogg on the show talking about Tiny Habits, and that really resonates in terms of in my own life and the results that he’s seeing, in general, it feels good to win and to be able to celebrate something. And it is worth celebrating something new, even if it’s super tiny. And he uses the example of when a child takes his or her first steps, no one says, “Okay, yeah, whatever, you only made it like six inches, dude.” It’s like, no, no, it’s beautiful and wondrous and worthy of celebration.

And so too is it if, “Hey, if we want to read more,” we’ve kind of had that as a hidden desire for years, and then we finally buy book and read a paragraph, that is worth celebrating. That’s something. Go from zero to one there.

Ximena Vengoechea
Absolutely, yeah. We’re making progress. It can feel really small, but that’s what we’re doing, is we’re making progress. The other thing that I recommend is to think about having some kind of accountability partner because it is totally natural, when you are pursuing something new, that things will get hard. Your schedule will be difficult, someone will get sick, like, things will get thrown off, you’ll forget. There are just a number of things that get in our way, as anyone who’s either tried to start a new habit or to stop a bad habit from forming. Lots of uncontrollable factors.

One thing you can do, though, is to have an accountability partner. So, let’s say you have something like, you know, there’s that yoga studio in your neighborhood that you pass by all the time, kind of wistfully looking at, like, “That could be me. Like, maybe someday,” and you’ve decided, “No, I’m actually going to get serious about exercise, and that is where I’m going to start.” Maybe, you find a friend who will go with you to this yoga class. Maybe you guys sign up to do this on a weekly basis. It is much easier to cancel on ourselves than it is to cancel on someone else.

So, when we have somebody else who is waiting for us, excited to see us, there’s just more accountability built in, and we are less likely to bail even if it’s really freezing out and we’d rather not put on our heavy down jacket and head out into the cold to the studio. Having somebody there on the other side really helps encourage us to keep going.

Pete Mockaitis
I dig it. Having been through this and seen other people go through it, have you observed any patterns in terms of ideal mindsets and not-so-ideal mindsets, in terms of the headspace or approach that we take while working these steps? Any do’s or don’ts come to mind there?

Ximena Vengoechea
Yes. I would say that you’ll have more success if you come into this with an open mind and self-compassion, the ability to give yourself some grace for when things are difficult. If you come into it with this mindset of “Everything should be perfect. Why am I already failing? Why haven’t I done all these things in my life audit? I’ve wasted my life. Like, now I’m behind and I have to really like catch up,” that’s a lot of pressure. That’s a lot of, like, emotional pressure to put on yourself. And that means that anytime there’s any kind of setback, with that mindset it’s going to be a lot harder to overcome those setbacks.

So, really, if you can do the opposite, if you can bring a spirit of openness, of curiosity, of, “Why haven’t I pursued that? Oh, that’s interesting. What might have been in the way at the time? Okay, what has changed in my life that maybe now is the right time to pursue this? Why is this getting harder? Maybe I need somebody else in my life supporting me, or maybe there’s a set of skills that I realize I don’t have in order to pursue this.”

But, really, coming in with openness, with curiosity, and a spirit of adventure, of like, “Okay, we’re going to try this, and we’re going to learn some things along the way, and not everything is going to work out, and that’s okay, because we’re trying, and we are still making progress toward living a life that is more aligned with our values,” I think that can be so much more productive and fruitful, and, frankly, more fun. And when things are more fun, we tend to stick with them.

Pete Mockaitis
That’s great. Well, Ximena, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Ximena Vengoechea
I think just thinking about this as really an opportunity to get to know yourself and to carve out some time for yourself, again, I think we don’t really have many nudges to do this, so if you’ve been on the fence about, you know, or feeling a little bit off, then I would say just like consider this your nudge to dive deep and go for some self-discovery.

Pete Mockaitis
All right. Now, could you share a favorite study, or experiment, or bit of research?

Ximena Vengoechea
I’m always interested having my career in user research. One of the things that always comes up is how often participants have a desire to please you as a researcher, right? It’s like you show them study, you show them something, a prototype, a concept, and there’s such a strong…

Pete Mockaitis
“Oh, it’s really good.”

Ximena Vengoechea
Yeah, and you’re like, “No, this is broken. Like, I know it’s broken. It’s broken in all these ways. It is deeply flawed.” So, that always interests me, like this idea that even with a perfect stranger, there’s a pressure to perform. There’s a pressure to please in some way.

Pete Mockaitis
Yeah. And a favorite book?

Ximena Vengoechea
I just read this book by Natalie Sue, I Hope This Finds You Well, and it is a very funny office workplace novel. It perfectly captures office politics at its finest. It’s very funny. If you work in any kind of corporate setting, in particular, I think you will find it funny and a great main character.

Pete Mockaitis
All right. And a favorite tool?

Ximena Vengoechea
Sharpies, Post-its, and I love a good notebook, like a Moleskine notebook.

Pete Mockaitis
Is Moleskine your preferred brand?

Ximena Vengoechea
I like them, and then there’s also a German brand which I don’t know how to pronounce. I think it’s Leuchtturm. I’m sure that is not the correct pronunciation. But, yeah, both of those brands, I like.

Pete Mockaitis
And a favorite habit?

Ximena Vengoechea
Breaking things down into smaller chunks, but, really, I didn’t mention earlier the fresh start effect. Like, I love that for habits when you start on the first day of the year, or the first day of a new season, or having moved. That’s all, there’s a lot of research around how you can use a fresh start to make habit-building more effective.

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

Ximena Vengoechea
People really seem to connect with the idea of the life audit as a kind of spring cleaning for the soul, is the phrase that I use, and that’s something that comes up in a lot of conversations of, like, “Yes, that is exactly what this is.”

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

Ximena Vengoechea
Yeah, so a great place to start is my website, which is XimenaVengoechea.com, and that is kind of a hub for all ways to connect with me, whether that’s social media or my newsletter, and beyond.

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

Ximena Vengoechea
I think just checking in with that little voice, you know? I think just making space for it and not ignoring it. I think that’s really the main one.

Pete Mockaitis
Ximena, thanks. This was a lot of fun.

Ximena Vengoechea
Thank you so much. This is great.

991: Mastering the Five Tiers of Career Development with Andrew LaCivita

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Andrew LaCivita discusses the most important career investment you can make: your skill development.

You’ll Learn

  1. The biggest assumption that’s hurting your career 
  2. How to pinpoint what skills you need to develop 
  3. Three easy ways to build your confidence 

About Andrew

Andrew LaCivita, a globally-renowned career and leadership coach, is the founder of the milewalk Academy®. During his career, he has impacted over 350 companies, more than 100,000 individuals, and spanned nearly 200 countries, helping them unlock their full potential. He is the best-selling author of four books including Interview Intervention, The Hiring Prophecies, and The Zebra Code. You can join him on Thursdays for live, complimentary career coaching at his Live Office Hours on YouTube.

Resources Mentioned

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Andrew LaCivita Interview Transcript

Pete Mockaitis
Andy, welcome.

Andrew LaCivita
Thanks for having me, Pete.

Pete Mockaitis
Andy, I would love to hear, you’re a renowned career coach, you’ve seen a lot of clients, learned a lot of things in your day, could you kick us off by sharing a particularly surprising or counterintuitive discovery you’ve made about us professionals and what we got to do to really stand out and advance?

Andrew LaCivita
One of the things that I’ve noticed as a consultant, as a recruiter, and now as a career coach, I would tell people, and most people don’t…I don’t know that we’ve ever wired to think this way. “We’re wired to go to our jobs, do a great job, learn how to do your trade do, it well, and you will have a good career if you can do your job well. But if you want to have a great career, like you really want to stand out, you want to be the best of the best, or the happiest of the happiest, it’s working more on yourself.”

And in order to work more on yourself, you have to, it’s just like building your bank account. When you get paid, the first thing that, what we hope you do if you want to save money or invest it, is to actually take money out of your check and then put it into your savings account so that it builds over time. It’s the same thing with your career, is that working on yourself, it needs to be planned first or at least a non-negotiable.

What I do every week, which I think is an odd habit that people would think is counterintuitive, is when I plan my week, I actually plan my skill-building time first. So, I pay myself first, I work on myself first, and then everything else gets planned in, but it gets planned in after that. So, I would say that’s kind of a counterintuitive habit that I have, and I just I think it’s really a key to being successful and enjoying your career. And I think that way you will always feel like you’re growing as well.

Pete Mockaitis
Now, that’s very resonant. We’ve had a couple guests hit that point in terms of someone asking the question, “Well, how much time are you spending working on you?” And for some, it’s like, “Uh, I guess none. Oops.” Or folks will say, “You know, the time you spend in this strategic, skill-building stuff is the most rewarding ROI time there is if you want to be the best of the best in terms of advancement and financially, income, salary stuff,” or I love the way you said it, “or the happiest of the happy, that it takes some development just to feel great in the midst of challenges and stuff going on.”

Andrew LaCivita
So my company, milewalk, during the period between 2004 and 2019, so 15 years or so, we would run surveys every year and we probably totaled up maybe about 20,000 people over the course of the 15 years, had contributed data, and we would always ask them, “Why did you leave your current job? Why are you unhappy in your current position?” things of that nature. There were a variety of questions, but one of the top three reasons was, “I’m not learning anything.”

And I think a big part of that is people expect their organizations to teach them. And while the best organizations will teach them, you can outsource a lot of things but your own career is not one of them. So, if you truly want to develop, you have to take accountability, which means creating space in your life to do that. And I coach a lot of people on a high-performance basis.

And those individuals who want to become the best at their craft, when they enlist my help for how to go about, “What skills do I need to build? How do I build them?” we work together on this stuff, one of the first things I ask them is, “Can you show me your calendar?”

And, inevitably, a lot of them say, “Why, do you want to schedule our future sessions?” I say, “No, I want to see on your calendar where you’ve actually planned time in order to build those skills to achieve those goals that you just told me about.” And inevitably, they don’t have any. They just assume that they’re going to get it on the 9:00 to 5:00 job. And I said, “Well, everybody’s got the playbook. Everybody can learn how to build their widget or provide their service. It’s all those other skills you need to become better,” and like you said, live the more rewarding career.

Pete Mockaitis
Well, Andy, we are speaking the same language. It’s pretty essential to take ownership of your career and your skills, otherwise, you’re just rolling the dice, you’re gambling. You may or may not have fantastic coaches and mentors present in your workplace who say, “Hey, Andy, tell me, what are you working on? Where do you want to go? What are your strengths? How can we make sure we can build your development plan into what you’re up to, and the assignments that you’re getting, and reflecting, and mentoring, and turning everything into wisdom-generating stuff?”

Some people have that, and it’s a dream come true and it’s precious if you do. Heads up, that’s very special and you may want to stick around. But a lot of people sure don’t. Could you maybe guesstimate, for us in terms of the state of the world of work in the United States in the 2020s, what proportion of us have a phenomenal work, learning culture system, versus what proportion of us really better get proactive in a hurry if we want to get where we’re going?

Andrew LaCivita
I’ll give you kind of what I think the stats are. Interestingly, we all go to work thinking our companies are going to have these career development plans for us, “We’re going to work for a boss who’s going to teach us. We’re going to work for a boss who’s going to care for us, let us know what we need to do so we can get promoted and get paid more and be happier and so on.” I would bet, and by the way, I don’t like at my fingertips have this stat, but I’m going to give you my feel based on, now I want to tell you where I’m drawing the data from.

I was an information technology and management consultant from 1988 to 2004, so a long time, and at that time I’d coached and consulted to 150 companies. Between 2004 and 2019 with milewalk, that’s another 200 companies, so 350 companies. I’ve seen tens of thousands of people working individually with them. Looking at the organizations that I consulted to or recruited for, looking at the individuals I coach in all the companies they work for, knowing statistically that most people in the United States work for a small- to medium-sized company, so not a lot of people work for Coca-Cola, IBM, and these largest of companies. Most people work for small- to mid-sized companies, just statistically more than half.

So, when you think about how many organizations actually have a structured, well-thought-out career development model, I would probably say 90% do not. Meaning, one in ten are probably fortunate enough to actually have some type of structured career development model in place that says, “You’re this level. These are the skillsets we expect you to have, the level of proficiency we expect you to have them. If you want to go to the next level here’s what you need to work on. We have succession planning processes, career development processes, coaching and mentoring processes.” I would 1 in 10 would be my swag, so that is not a statistic I can claim to know.

But I would say that’s the state, and I would guess it’s worldwide.

Pete Mockaitis
Andy, that’s powerful. And you’re bringing me back some memories on a couple of the these. One, you said management consulting, and I worked at Bain for a while.

Andrew LaCivita
Love it.

Pete Mockaitis
And then when you talk about the structured situation, boy, you’re right, I haven’t seen it anywhere else in my own career and talking to many other people in terms of like, “Okay, are you an associate consultant six months into your career? Well, at this point, we now expect for you to conduct zero-defect analysis.

It’s like, “Okay, so six months in, we expect for you to stop making visible mistakes in the data,” which is pretty intimidating, frankly. The nightmare of many an associate consultant, having dreams of waking up in a spreadsheet, has happened to me before. But that’s very clear. So, we have a table there, I thought it was very impressive. It’s like, “These are all the skills as rows, and then the degree to which we expect them developed as columns over the course of time.” And then we can very clearly say, “Hey, how is your zero-defect analysis? Is that up to snuff or is it not?”

And most of us, because our jobs are so fluid, and we don’t have thousands of associate consultants who are kind of doing the same thing, but for different clients and business challenges, it’s really hard to know. It’s like, “Hey, are you great at digital marketing?” I mean, I can’t tell you, “Yeah, in nine months, I expect for you to be able to run a Facebook ads campaign with zero supervision and create a return on investment of a cash-on-cash basis for 70% of new clients.” Like, we don’t have that level of clarity and specificity. And so, you kind of got to go invent that for yourself.

Andrew LaCivita
It’s true. Interesting you talk about Bain. I started my career at Anderson Consulting. So, I was looking at career development models and grids and things like that. It was very clearly spelled out. Now, it probably was over-engineered, but at least we had the guideposts. But most people don’t have that these days.

And the other thing, you asked kind of about the state of things, but we live in a much more mobile time right now, meaning it’s rare that somebody would spend that much time in an organization and have the time to evolve. So, people, they’re more mobile, which is creating even more confusion because you’re going to different companies, different companies have different internal vocabulary and what they call things. It’s different now, which means you need to be more organized.

Pete Mockaitis
It is, yes. Well, fortunately, our pal, Andy, here, yes, you, organized some handy pieces in your book The Zebra Code. So, first, tell us why is it called The Zebra Code? That reminds me of the TV show “Ghost Rider” from the 1990s, but I don’t imagine that’s what you had in mind.

Andrew LaCivita
No, it isn’t. So, I have a weekly live show on YouTube, so I teach every Thursday, people come to the show, I teach them, and then they ask me questions.

In the question-and-asking period of the show, one of the gentlemen asked me, about standing out in a job interview, and I told this story about how, when I go out for a run out of my house, I run down the street. And on one side I got the goats, on the other side I got the horses, on another side I got the horses, and since I got all these farms around me, and I said, “Whenever I whenever I hear hoof beats, while I do not technically rule out the possibility that it can be a zebra, I’m thinking horses.” Employers are the same way.

When you’re in a job interview, you’re talking and talking and talking they’re thinking, “Oh, man, this sounds like everyone else that has ever interviewed for this job or anybody else that’s come from Bain or Accenture or whatever.” And people, the interviewers, they need to draw conclusions very quickly, they need to stereotype. And I don’t mean that in a bad way, meaning they have to draw on their own experiences with the limited amount of time that they have in order to figure out and extrapolate whether you’re going to do a good job in their company. It’s a function of the interviewing system, not the individual, him or herself.

So, when I said, “You need to be able to stand out.” Now that was five years ago. I told this little story and I never really thought about it. But when I was thinking about this career development book that I wanted to write, I said, “There’s a big problem in the world that, in this post-academic era, we don’t have that career syllabus.” You and I went to college. The professor hands you the career syllabus, you knew a few things. You knew what you were going to be studying on what given day, what the homework assignments were, when you were going to take the tests, what the tests were going to entail. You had some faith that the individual who was teaching you, at least was well credentialed, should have known his or her stuff. You had some faith in this.

But in our professional world now, the minute you throw your hat and tassel in the air, you don’t have that. That’s gone. And then the journey you take is it’s very difficult, as we go back to that kind of those jokes we were talking about the career development models, people don’t have that. And so, I wanted to solve that problem by saying, “Okay, if I had to rewind my clock 36 years, and I was walking out of school, how does somebody go through their evolution? And what skills would I learn? And what would I learn first so that the higher-level skills that I wanted to learn, I would learn them faster and more easily?”

And so, I put this structure together, this methodology that’s based on expertise in tiers as we go through our professional lives. So, there’s five tiers in the way that I see somebody evolving. They’re a producer, so, basically, you’re managing your own self. Then you become a communicator, which is from an interactional standpoint, “I need to develop communication skills that allow me to support others, be a team player, and so on.” But then as you evolve, you become more of an influencer where you’re using those communication skills to actually draw positive outcomes from people, motivate them, influence them, get results through them or on their behalf.

And then the developers, the fourth tier, which is really the individuals who can actually coach, manage people, but in units, but also build the systems upon which everybody operates. And then, ultimately, the fifth tier, you’re a visionary, where you are creating the new ideas, generating of the new products, the new solutions. And so, as I teach my leadership groups, I teach them these career skills, I don’t call them soft skills. I call them career skills because I actually think these are essential and harder to build than our trade skills, whatever your profession is, that is.

And so, as I looked at what I was teaching and how I was working with them and the issues they were facing, it became clear to me that there were 46 or so vital skills, that if you were able to build them, you would evolve through these tiers as I’ve laid out. So, The Zebra Code book is really this leadership coaching program in a book where I teach you how to put your skill-building plan together and operate it so that you’re not overwhelmed. You know what you should be working on based on your profession, your goals and aspirations, as well as incorporating in your regular old work assignments, “Are there things that you do on a day in and day out, or week in and week out basis where you want to get better?” And so that’s the problem the book addresses, that it’s like a maze.

Professional development is a maze, and people waste a lot of time because they don’t know what skills to work on, or they’re working on the wrong skills, or they’re working on skills but they’re not working on them the right way, or they’re not working on them in the most efficient manner. So, I tried to address all those skills in the book.

Pete Mockaitis
Well, Andy, I think that five tiers is very excellently done, as you think about, if you really zoom out, like, “Okay, no, really, where am I in the course of this career?” It’s, like, “Okay, fresh out of school, a first job, all right we’re squarely in the producer zone.” And then I can see, “Okay, yeah,” and then I’m doing the communicator, then the influencer, then the developer, then the visionary.

And if I may, sometimes these lines can get a little blurry in terms of we have someone without direct reports but has been around for a while and is quite highly paid, and senior executives are truly counting on some visionary levels of insight and expertise that they’re bringing to the table. So, not to jack up your model, Andy, but how do you think about those kinds of situations?

Andrew LaCivita
Well, one of the things I didn’t mention, and it’s something good for anybody who is interested to know. Inside the book, there’s also a leadership and skill-building assessment. So, the example you gave was great, because you say, “Hey, I could be a junior person generating great ideas, or I could be a very senior person who has lots of ideas, but I’m not really great at developing people.”

So, when you look at all the skill sets that really, I feel, go into each of these layers, I have an assessment for you to take, literally, a quantitative assessment that’s based on subjective questions that I’ve highlighted for you to see where you have opportunities to improve.

And so, what the model does is, it’s agnostic regarding who you are, your age, your profession. This is what I would say, in general, is the methodology shows you how to pick and choose skills at different levels that you need more help with and figuring out when the right time is to work on those. So, as an example, some of the some of the skillsets, to give you an idea, in the producer level are about self-awareness. We’re talking about your ability to focus. We’re talking about habit-building. We’re talking about planning and running your day, or confidence.

I know a lot of 40- and 50-year-olds that aren’t confident. I know a lot of 60-year-olds that don’t know how to run their day. I know a lot of executives who are creative thinkers who are ineffective at running their day. So, even the most senior people could benefit from building the producer-level skill sets. So, it isn’t a cookie cutter, “Hey, everybody at this level or at this stage start here and only work these.”

It’s taking you from that blank sheet of paper, to giving you some organization, to letting you pick and choose based on your current state. So, what you might find is if you’re a, let’s say you’re in your early 40s, give or take, you got a team of six people you’re trying to manage. Well, I can teach you things about how to better run your day. That’s producer-level stuff. And I could teach you also all of the components that go into motivating, coaching, developing, understanding somebody’s feedback language. How do you determine how to get the best results out of somebody?

So, the skills, it’s really there’s a compounding effect, and the earlier you start the more effective you’ll be at building habits, running your day, and so on because learning how to motivate somebody is a more complicated skill to build. Does that make sense?

Pete Mockaitis
Okay, beautiful. It sure does. So, this assessment, can you take it online for free somewhere?

Andrew LaCivita

I have a 47-page booklet that introduces all The Zebra Code methodology, these tiers we’ve been talking about, this assessment you can take, and also all the instruction to build your career plan, that’s free. So, if you just head to the milewalk Academy website, you can check out the leadership card. It’ll take you to a page where there’s a button there and you can download it for free. So, thank you for asking me that.

Pete Mockaitis

Cool. Well, yeah, so we’ll definitely link that. But let’s just go ahead and say, you mentioned focus and confidence, and those are things that a lot of my listeners a lot of times have said, “Yeah, we’d love that.” So, let’s just say we did that, we looked through all the skills, we said, “Boy, you know what, focus and confidence are the things. Now what?”

Andrew LaCivita

Okay. So, I don’t have any children but I don’t know if you have kids, but I know a lot of people have kids. But have you ever told your kid, “Hey, listen to me. Concentrate, focus on this, give me your attention.”?

Pete Mockaitis

“Get your shoes.”

Andrew LaCivita

“Get your shoes,” whatever. That’s not focus. The kid’s never been taught how to focus. They’ve been told how to focus. And we, as adults, have never been taught “How do we get complete command of our mind at any moment in time so that I can, at this moment in time, have the capacity and the ability to concentrate on only one thing?”

So, you ask me a question, right now I need to use muscles to be able to focus on that one thing. So that’s what I mean when I say focus. And what I tell people is, “You cannot possibly have the muscles to do that if you are not continually building those muscles. And in order to build those muscles, you need to be practicing building those muscles throughout the day, all day, every day.”

And what a lot of people do is they, I don’t want to say they practice distraction, but they are so distracted. The phone beeps. What do you do? You look at it. You are now distracted, which means you’re not concentrating on whatever it was that you were doing. Maybe you were having dinner with a friend. Maybe you were working on writing an email to your boss. The phone beeps. Boom. You don’t have the muscle to not look at it.

So, what I do is I concentrate on creating a kind of a lifestyle system that enables me at any moment in time to focus. So, what I do is, there’s basically six or seven things that I go through. Every night, the night before, the next day, I plan my next day, and you might say, “Well, how’s planning your next day helping you with focus?”

Well, number one, I’m getting ready for the day. I know what the day entails. I know that on this day, you and I are recording this on a Tuesday at 10:45 in the morning Central, we started. I knew yesterday that we were going to be meeting. I had everything set up. I knew where I needed to go, what information I needed for you, and so on.

So, I unloaded all of that, which freed up my mind for the evening, for my sleep. I woke up the next day, the next thing I did when I got out of bed and I went through my morning routine is I literally practiced focusing for 10 minutes on one thing, which is moving energy through my body. It’s just a way for me to practice concentration in an ideal environment where I know I will not have any interruptions. So, think of this focusing exercise as, “I’m going to do a warm-up for the day in the most ideal conditions.”

Because now we’re going to go into a day that has a lot of things associated with it, I did seven or eight things before our 10:45 appointment this morning. Well, I thought about everything that I was going to do for the day. I call it considering my day.

So, after I do my focus practice, before I get into my work day, I actually look at my whole day and I think about “What would an ideal day look like? What are the other outputs I’m going to have? What might I do if something goes wrong? What happens if I get interrupted?” And I’m thinking through all this. And what this is doing is it’s enabling me to let go of things that I need to, making sure that I can foresee what I wanted to happen, and then in the event any surprises happen or anything like that, I’m more equipped at any moment in time to be able to concentrate on it. And then I actually practice building my willpower muscles throughout the day.

And this is a great tip I got from Dandapani. So, I don’t want to take credit for this when it comes to willpower. But part of building your focus muscle is building your willpower. Your willpower is your ability to exert control to complete something. So, one of the things that I do as I go through, whether it’s a work deliverable or any household chores, or anything that I do, he’s got this three-step process. He says, “Finish what you start. Do it a little better than you thought you would. And then do a little more.”

And what that does is, if you go start to finish without taking your mind off it, you’re practicing staying in order. And what this is doing is it’s building willpower, and willpower is really your mind being able to concentrate at any moment of time, so that helps. And then as I work throughout my day, when I go from one thing to the next, again, everything I’m doing is aimed at creating free space in my mind so it’s not cluttered, so I can concentrate. 

So whenever I transition, so right before I started with you, I packed up what I was doing at 10:30, I made some notes, I let the dogs out, I thought about you, I thought about what a fun podcast will look like, and I was going through wrapping up what I was doing, thinking forward to what I’m about to do so that I don’t have anything hanging over my head from the prior hour.

Even if I spent an hour writing a great chapter in a book, and even though it was fun for me, I still accumulated stress in my forearms, in my fingers, even just thinking, maybe in my neck. So, I want to let go of that. And so, imagine not letting go of any of that throughout the day. People go from Zoom meeting to a phone call, to doing something, and they just keep accumulating that stress, which again makes it harder for them to concentrate on anything at any moment in time.

And so, these things along with kind of the last point is really the reflection and being able to think back about what happened, wrapping up your day, I do this as part of my nightly practice, but all of these things that I do are aimed at keeping a free mind so that at any moment in time I can focus and I can concentrate. And it takes all of these things and other things but it’s just like a diet.

I always say, “Look, if you eat a healthy breakfast and you think eating pizza and burgers for the rest of the day for lunch and dinner where you’re going to lose weight, it isn’t going to happen.” Well, it’s the same kind of thing. If you meditate for 10 minutes in the morning and then run harried all day, you’re still not going to be able to focus. There’s a lot of things I think it takes to be able to concentrate. So that’s focusing.

Pete Mockaitis

And that’s helpful in terms of, so those are some things associated with focus. So, maybe I’m just going to zoom out a smidge in terms of the first step is we’ve identified, “This is a necessary skill that I need to build.” And then we’ve also determined, “It ain’t just going to happen. I have to actually schedule some time in my calendar to work on me in order to make it happen.”

And then there are a number of practices, protocols, interventions, the stuff you do to build those skills. And you’ve selected a few, I guess based upon your research and your experience and what has worked for your clients, and then you go do them. And so, it seems like there’s just naturally a bit of commitment, discipline, consistency, habit-building that’s associated with making it happen.

Andrew LaCivita

That’s right. Wait, you nailed it. So, number one, that was a fantastic recap because the things that you’re saying about, look, what I just said, while it might sound long-winded, think about everything that you need to do to condition yourself and how, what you said, consistent you need to be in that you need to make the time to do it.

Now, people think, “Well, I don’t have 10 minutes in the morning.” If you don’t have 10 minutes in the morning to work on you, I think you need to rethink your life. You got to figure out if this is important to you, and it isn’t just about work. I mean, don’t you want to have better conversations with your spouses, your partners, your friends, your children? I mean, there are various reasons people don’t achieve their goals, but one of the biggest reasons that I would say most people don’t achieve them is they’re not willing to sacrifice what they need to sacrifice to create the free space in their life to work on whatever it is they want to work on.

Pete Mockaitis

Okay. Well, so applying these same kinds of fundamental principles, let’s say, now we’re zeroing in on competence, and that’s the skill we want to develop, how might we go about doing that?

Andrew LaCivita

I love that one because I think this is one of the most misunderstood skills ever because people think, “Okay, I need to see myself do it, and then once I’m successful I’ll have confidence,” but confidence, your ability to be confident has a lot more to do with your relationship with failure than it is success. What I say to people is, “Generally, recognize there are multiple reasons why you’re not confident.” It’s you have an activity that you’re reluctant to do, so there’s a task or something that, “I don’t know how to do, so I’m not confident that I can do it.” There’s a big project and you don’t know all the steps that you need to take, therefore, you’re not confident because you don’t know how.

Or the third thing, which is really a misnomer, where people are not confident because it’s something like, “Hey, I don’t want to speak. I feel like I have stage fright, and I’m not confident getting in front of a bunch of people,” when it really has more to do with the fact that you are worried about how you look rather than the performance that you’re actually going to help them with or how to serve them. And so, there are a variety of things that you need to think about.

When I help people with building confidence, the first thing that I say to them is, “Recognize that, as you do these things, you’re always trying to increase your level of performance. And in order to do that, you’re going to fail initially. Build failure into the process so that you become more comfortable with taking attempts at things.”

So, if it’s an activity that you’re reluctant to do, let’s say I’m reluctant to send a cold email to ask somebody for a job, or I’m reluctant to do that cold sales call, or whatever it might be, in these cases, I want you to add repetitions. If you’ve got to make 10 calls, make 20. The more you do, the more comfortable you’ll become, and even if you’re not getting the results you want, what are you getting? Have better metrics for evaluating your performance. Did you make the call? Boom, that’s good. That’s in your control. Did you practice your sales script? Great, that was in your control. Did you learn how the customer might object. Okay, now you’re going to be better armed the next time.

And so, what you’re doing is you’re constantly repping something because the conditioning itself will make it less scary.

And I say when you’ve got these big projects that you want to take on where you’re a little reluctant, it’s like my wife is in marathon training right now. She’s going to run her first marathon. You don’t think about running 26.2 miles. You think about “What does your plan say today?” It says, “Go run six miles.” You could do that. Go do it. So, you’re always thinking a few moves ahead, but not trying to eat the entire elephant in one bite.

And then when it comes to kind of that third aspect where people find themselves usually losing confidence, like the stage fright example I gave, is oftentimes it’s your success in life is going to have a lot more to do with is where you place your attention than your ability. And never is that more true than if you get stage fright or something of that nature. The reason that you don’t have confidence to go give a speech in public or talk at the round table or give the status update or whatever it is, is because you’re thinking about how you’re looking instead of the service you’re providing to whomever it is you’re providing.

If you’re giving a status report to your management team, you’re helping them understand what it is they need to know in order to decide something that they need to decide for the direction of the company. If you’re giving a speech, and that you obviously have something to offer, otherwise you wouldn’t be standing up there on the stage giving it, think about how you’re helping the people. And what this does is it has a way of diffusing that, I don’t want to call it imposter syndrome, maybe it’s imposter syndrome, maybe it’s your reluctance or hesitation or whatever it might be.

So, there are a number of things and tactics that you can do, but confidence, like I said, has a lot more to do with getting comfortable with failure than it does with successes, because that’s easier to be confident when things are going well.

Pete Mockaitis

Okay. Understood. Well, Andy, tell me anything else you really want to make sure to put out there before we hear about some of your favorite things?

Andrew LaCivita

One of the things I would tell people that is near and dear to my heart, because this is something I had to live through, and it’s something really hard for people to wrestle with, but I always say, “Don’t let what you can do prevent you from doing what you were meant to do.”

And the reason that I want to share that, I guess if you gave me an open invitation to share something, would be because a lot of us, and I’m sure you went through this too. You talked about working for Bain. At some point, you’re making a nice paycheck, you got to save for the kid’s college tuition, you got to pay for the cars, the houses, the whatever, and people, they know they can do it, they know they can be the engineer, they know they can be the accountant, but they really have an aspiration of doing something else.

I knew I could be an IT consultant, but I had aspirations of helping people. How do I do that? I felt like that was what I was meant to do, is really helping people in their careers. And one of the things that that takes is you need to, number one, you need to want it more than you’re afraid of it, and you need to have faith that there is a way to make a living doing what you want to do.

And there are a lot of people out there, and I’m speaking to anybody who’s listening who wants to make that change, there are people that are out there that need you to do what you’re aching to do. Don’t disappoint them by feeling like, “There’s no way to make a living” or, “It’s too late for me.”

I changed careers at 50, at 38 and 50. You can do it. So, I’d say The Zebra Code is all about that because it’s about building the skills that are enabling you to go after what you want. So, I would end with that, at least before you go on to your next sentence.

Pete Mockaitis

Well, I was going to ask about a favorite quote, but we already got it. So now, give us a favorite study or experiment or bit of research.

Andrew LaCivita

One of the things that I do, and I don’t say it’s like a piece of research as much as it is ongoing research. We get fed through the media things like unemployment numbers, let’s talk jobs here, or industries that are doing well, or industries that are hiring, or those that are tanking, or thriving, or whatever, or what consumers are buying.

I am always interested in looking at the details behind what’s being shared, and what I do every month is look for signals as to what’s happening. And then I spend time trying to draw conclusions from the data.

So, as an example, all last year, and even this year, there are markets that are thriving. Well, the three top that were hiring are healthcare, construction, and the government. So, if the government is hiring a lot of people, from a jobs’ perspective that’s good, but from a gross domestic product perspective, that doesn’t contribute anything to retail sales or any contribution for economic growth. So that has to be evaluated when you start looking at, “Well, is hiring good? Is hiring bad? Which way is the employment market going?”

So, I would say in general, anytime you’re looking at data, just make sure you’re interpreting it and then draw conclusions based on what you think will happen, based on what’s under the covers rather than the headline that we tend to glance at.

Pete Mockaitis

Okay. How about a favorite book?

Andrew LaCivita

I’m a huge fan of Wayne Dyer. So, rather than just say all his books, one of my absolute favorite books is You’ll See It When You Believe It.

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

Andrew LaCivita

I’ll plug the names here for these companies because I love their platform so much.

We use Kajabi for our online training program. So, I’m able to distribute all of our programs, our video-based online programs, I use Kajabi to do that. We have a community that we run. So, we don’t run the milewalk Academy community on public sites like Facebook. We run it on a private platform called Circle. That’s fantastic. So, think your own private Facebook. So, not Facebook, but Circle does that.

But my newest shiny toy is Andy AI, which is literally an Andy clone of all of my teaching, all of my videos. This podcast will probably get loaded in there, and everything that I’ve taught, all the books that I’ve written, all my YouTube videos, all the podcasts, everything that I’ve created, there’s something like, at the time we’re talking 12 million words of my teaching in the tool that trained it to answer you, like, so it’s AndyGPT, so to speak. So, like ChatGPT, but it’s all my teaching, and that is a product that’s on the Delphi platform, and it’s rather new. It’s very new.

And so, my job-seeking clients and my leadership development clients can access, well, most of them anyway, can access Andy AI and ask it questions and get my instruction. It’s the coolest thing, and obviously you can see how that scales my time. And so, there’s thousands of people around the world that can ask me questions whenever they want and get answers immediately. Pete, that’s got to be that’s the new shiny new tool.

Pete Mockaitis

Cool.

Andrew LaCivita

Yeah, those are great.

Pete Mockaitis

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

Andrew LaCivita

So, I’d say go to the milewalk Academy, just like it sounds, milewalkacademy.com. And from there you can find my blog, you can find my YouTube channel, my tips for working, my podcast, there’s a lot of free downloads, you can get that leadership assessment, there’s premium programs if you’re interested. I’m everywhere on the social channels as well. If you just Google Andrew LaCivita, it’ll pop up. But the milewalk Academy is the home base.

Pete Mockaitis

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

Andrew LaCivita

Figure out what skills are going to pay the most dividends in the short and long term, and then put a plan together that’s going to help you develop those skills. And the other thing that you’re absolutely going to need to do is create space in your calendar to do that. And as a bonus, if you can pay yourself first in time with skill development, you won’t just have a good career, you’ll have an epic career.

Pete Mockaitis

Andy, this has been beautiful. Thank you. I wish you many Zebra moments.

Andrew LaCivita

Pete, I appreciate it, man. Thanks to you. Thank Marco, too, for doing all this for us and bringing us together. It’s been a thrill. I’ve enjoyed your podcast as a listener. It’s been, you know, it just tickles me pink, that you invited me to be a guest.

972: Amy Edmondson on How to Fail Well

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Amy Edmondson shares how to minimize unproductive failures and maximize intelligent ones.

You’ll Learn

  1. What separates good failure from bad failure 
  2. The surprisingly simple tool that prevents many failures 
  3. How to stay motivated in the face of failure 

About Amy

Amy C. Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School. Her work explores teaming – the dynamic forms of collaboration needed in environments characterized by uncertainty and ambiguity. She has also studied the role of psychological safety in teamwork and innovation. Before her academic career, she was Director of Research at Pecos River Learning Centers, where she worked with founder and CEO Larry Wilson to design change programs in large companies. In the early 1980s, she worked as Chief Engineer for architect/inventor Buckminster Fuller, and innovation in the built environment remains an area of enduring interest and passion.

Resources Mentioned

Thank You Sponsors!

Amy Edmondson Interview Transcript

Pete Mockaitis
Amy, welcome back.

Amy Edmondson
Great to be back.

Pete Mockaitis
Well, I am super excited to hear your wisdom and talk about failing well. And I’d like it if you could kick us off with one of your favorite failures, personally or professionally?

Amy Edmondson
My favorite failure has to be the time, as a second year PhD student, I had a hypothesis that better teams would have lower medication error rates. I finally got the data after six months of data collection, put it all together, ran the numbers, and, alas, I had failed. My hypothesis was not only not supported, it was 180 degrees wrong.

In other words, the data suggested that better teams measured by a validated team survey instrument had higher error rates, not lower. So, that was just, you know, my dreams of publishing a paper evaporated in a moment as I looked at the screen, and I felt quite despondent about it. So, that was a failure, right? There was no question about it. But of course, it’s a favorite because, ultimately, it pointed me in the direction of a success.

Pete Mockaitis
Well, tell us about how that unfolded.

Amy Edmondson
Well as I tried to figure out what this might mean, “What does it mean when a valid team survey assessment data suggests that these are really better teams, they’re better led, they’re more engaged, they have higher quality relationships? What does it mean when those kinds of teams appear to have higher error rates than their counterparts?”

And it suddenly occurred to me, and what I later thought of as a blinding flash of the obvious, that maybe the better teams aren’t making more mistakes. Maybe they’re more willing to report them, maybe they’re less likely to cover them up, to keep them secret, to shove them under the rug. And the more I thought about that, the more possible, even likely, that became. And, of course, it’s hard to talk about mistakes at work. It’s hard to admit you’ve done something wrong. It’s hard to ask for help when you don’t know quite what to do.

And because of that, what I increasingly started talking about, interpersonally risky nature of those behaviors, it would, in fact, be, at least, it could explain the unexpected findings. It could be an alternative explanation, that the dependent variable, the error rates, was actually a faulty measure. It was a measure that was subject to reporting bias. And just having that insight, of course, wasn’t enough to prove it or to do anything else with it, but it led me down a path of trying to understand whether teams, in fact, have different interpersonal climates, especially around something fraught like error.

And if so, would that affect their learning behaviors? And if so, would that affect their performance? And so, that led me down a road of doing a very different kind of research, which was to sort of explore those possibilities. Later, I called that interpersonal climate, with the input of a peer reviewer on a paper, psychological safety. And so, that was sort of the birthplace of a, then, thriving research program on team psychological safety, which turns out to be a very powerful predictor of team performance in a variety of industry contexts.

Pete Mockaitis
That’s right. Psychological safety is huge, and you are the queen of it, and thank you for sharing those insights with us in our last conversation. So, yeah, now let’s dig into some of the goodies you shared in your latest book, Right Kind of Wrong: The Science of Failing Well. Any particularly striking, surprising, counterintuitive discoveries that you made along the way and put forward in this book?

Amy Edmondson
Yes, you know, the failure I just described was what I do call in the book an intelligent failure, and it’s intelligent because, and in research there’s many intelligent failures if you’re doing it right, which is that you are pursuing a goal of developing new knowledge. It’s in new territory. We don’t yet know what will happen. You’ve got a hypothesis, like you’ve done your homework to find out what we know, what we don’t know, and you have a good idea about what might work, and the failure is no bigger than it has to be.

You don’t spend your whole research budget on one experiment. You sort of do it thoughtfully so that you can learn in a reasonably efficient way. And so, science is full of intelligent failures, of course. But I think the surprising thing that I learned through all of this research is that, as human beings, we respond similarly to intelligent failures as to what I’ll call basic and complex failures, the preventable kind, meaning our emotional reactions are similarly negative and unhelpful.

As I started telling my story of my research failure as a second-year graduate student, the emotions I felt were downright catastrophic. I was starting to envision I’ll have to drop out of graduate school, I’m no good at this, I failed, you know, crazy stuff, which is just factually wrong-headed, but that’s where your brain goes. A failure is always disappointing, and when you have one, you can easily, or at least I can, spiral into unhelpful, unhealthy thinking.

And so, I think an opening surprise or insight is that, even though some failures logically are wonderfully helpful in making progress in new territory, we are vulnerable to having an emotional reaction to them that, then, precludes us from learning what we need to learn from them.

Pete Mockaitis
Yeah, that is huge, and I want to dig into that in some real detail. But first, could you maybe make the grand case associated with failure being okay, or the main thesis, or the takeaway from Right Kind of Wrong?

Amy Edmondson
Yeah, so it’s not actually as simple as “Failure is okay.” It is as simple as intelligent failure is not only okay, it’s praiseworthy. If you are willing to take risks, and we all must be in order to make progress in our lives and in our jobs, if you’re willing to take risks in new territory, you will face some failures along the way, otherwise, they weren’t risks. If everything you try just goes perfectly, you’re probably not stretching very much, and that’s not a way to be awesome at your job.

So, those are the kinds, you know, the intelligent failures in new territory are indeed the kinds we’ve got to sort of develop the muscles to welcome them, and be not only not despondent about them but actually genuinely delighted by the opportunity to learn and sometimes pivot. But it is equally a book about pulling together what we know about the best practices for preventing preventable failures. One kind of failure I identify is a basic failure, which has a single cause, usually human error, or deviation from the process or protocol or recipe, and those are theoretically and practically preventable.

And so, for instance, in a new job, if you are looking around and you’re not quite sure what to do, and you don’t feel comfortable asking someone, and then you do it wrong and it leads to a failure, that’s a basic failure, and those we aren’t so excited about. It’s a book about failure but it’s really a book about success because the idea is, “Let’s do everything we can to execute well in known territory and to explore well in new territory.”

Pete Mockaitis
Well said. Well said. Well, let’s continue this typology or categorization here. We’ve got basic failure, a deviation from the recipe. My wife and I, we joke about this all the time. She’s like, whenever I cook something, and she said, “Wow, that was great. What’d you do?” And I said, “I did exactly what the recipe told me to do, because I have learned from many, many basic failures, that whenever I think I know better, or this is no big deal, how about I do this little twist, it almost always ends poorly,” unless sure enough, I’ve done the recipe many times, and I thought “Okay, I know how this works. I’m going to put a little extra of this in there because I know that I like this.” And it usually works out okay in those circumstances, so I like the word recipe in there.

Amy Edmondson
ecome an expert in it, and then you’re in a good position to experiment.

Pete Mockaitis
All right. So, we’ve got our basic failures. And then what else?

Amy Edmondson
Complex failures. So, complex failures are quite simply the perfect storms that bother us and show up in our lives and our organizations. They are the failures that are caused by a handful of factors coming together in just the wrong way, any one of which on its own would not lead to a failure, but the fact of their coming together. Let’s say you accidentally set your alarm clock for p.m. rather than a.m. I’ve done that.

So, maybe you wake up a little late but you still can get to that important meeting on time, but not if you also hadn’t realized your gas tank was hovering on empty and there was a tractor-trailer accident on the highway, five little things happen, none of which on their own would have led you to be late for this important meeting, but they all came together to lead to this complex failure.

Our lives are complex, our world is complex, so complex failures are kind of on the rise, which is depressing. But I think the silver lining of complex failures is that all you really have to do is catch and correct one of the things. Now, some of them are external. There was nothing you could have done about the tractor-trailer, except if it was a really important meeting, you leave a lot of buffers in there. So, then you would have taken extra care to have set the alarm accurately.

But the beauty of them, I mean, the bad news about them is that they’re sort of everywhere and they can just happen when we’re not really at our very best. The good news is, when we’re vigilant, we can catch and correct, and if you sort of catch and correct any one of the factors, you usually can dodge the failure.

Pete Mockaitis
Okay. And talking about the emotional piece, those are the situations, when you can feel it progressively melting down, that just drive you bonkers.

Amy Edmondson
Yeah, likewise, you sort of see it in slow motion heading your way, and maybe it’s too late to change it, but maybe there’s still time, or at least you can put in a plan B. You can make that phone call and explain and maybe reschedule.

Pete Mockaitis
All right. And we have additional categories?

Amy Edmondson
Nope, just the three: intelligent, basic, and complex. And there’s a bright red line drawn between intelligent and the other two because the intelligent ones are the ones that we need to have more of, we need to welcome, we need to just force ourselves to like them. And the other two, we need to kind of sit up straight, pay attention, and try to prevent as many as possible.

Pete Mockaitis
All right. Well, I was going to ask, sit up straight, pay attention, that doesn’t sound hard.

Amy Edmondson
No. That doesn’t sound…yeah, that’s not complete, is it?

Pete Mockaitis
Yeah. Are there some basic protocols, or checklists, or things you recommend to help us prevent those?

Amy Edmondson
Yeah, absolutely. And as I start talking about these things, the worry I always feel is they sound so basic, they sound so simple, and they are. And, unfortunately, they need to be used with intent. So, a checklist, for example, it’s a brilliant tool. It helps us remember to do some of the right things, when maybe it’s just a little complicated, and it would be easy to miss something, turning the anti-icing on, for example, taking off on a wintry storm day, and so we have these structures and tools to help us do the right thing.

But if you have those tools and structures in your life, or in your organization, but you’re using them, roughly speaking, in your sleep, just not really paying attention, not using them with intent, then they don’t help at all, right? If you’re sort of going through the motions of using a checklist but you’re really not paying attention, and you have just a habit of check, check, check, check, check, without your brain in the game, they won’t work. So, no tool is good enough on its own to overcome kind of the vagaries of human nature and lack of discipline.

Pete Mockaitis
And when you talk about good enough, I’m thinking about some people think that they are too good for the checklist.

Amy Edmondson
But that’s another point, isn’t it?

Pete Mockaitis
A Checklist Manifesto, or something, talk about surgeons or whatever, who were reluctant to lower themselves to simply be in checklists.

Amy Edmondson
Right, and that’s because they had the wrong mental model. So, even the wonderful Atul Gawande, who wrote the book, The Checklist Manifesto, I remember hearing him interviewed on NPR, and it was so brilliant because he was asked by the interviewer, “You’re a Harvard surgeon, and so on, a beautiful writer, do you use a checklist yourself in the operating room?”

And he said, “Well, in writing this book, I knew I’d be asked that question, so, of course I had to force myself to use them, even though,” he claimed honestly, “I didn’t think I needed it, right? That’s sort of for mere mortals, but not for me.” I mean, he didn’t say it that way, but it’s exactly, as your question, put it. And so, he said, “And I discovered something.”

He says, “Never does a week go by that that checklist, that I forced myself to use because people like you would be asking me this question, never does a week go by where that thing doesn’t save my process in some way. So, in other words, it turns out I am mortal. I am vulnerable to making mistakes and this very simple, simple tool, this checklist, has saved me on numerous occasions.”

Pete Mockaitis
And I’m curious, as we think about professionals and basic failures, what are some basic failures you see over and over and over again that might be well-suited to a checklist or some sort of a tool along those lines?

Amy Edmondson
If we all think about our experiences as customers, or as patients, just on ordinary annual checkups or something, trying to get the schedule, or trying to, you know, there’s so many organizations that don’t work as well as they should, that you can look around and say, “This could be better with just a tiny bit of scaffolding to allow the recurring, repeating activities to be a bit more programmatic, a bit more supported.” And I know that’s very abstract, right?

Pete Mockaitis
But no, I think that’s a huge tool right there in terms of, you know, it’s funny when we instituted this, when I’m making courses, I have someone, his name is Ian – shoutout to Ian – and we’ve given him the title of Neutral Ambassador of Learning. And the idea is that Ian had nothing to do with producing any of the materials anywhere around the chain, but his role is to step into what we’ve created, and be that first observer, that first voice, and tell us, “All right Ian, what’s wrong? What chapter title was off, wrong? Which bits of the content seemed incomplete or confusing?”

And it’s fantastic! He surfaces all sorts of things, like, “Oh, we were so close that we didn’t even notice.” But with every customer experience kind of a situation, you’d think it’s like, “You know, if you actually tried to fill out this form yourself once, that you’re making us fill out thousands of times, you’d realize that I need more than an inch and a half to write an address. You’d know it on your form.”

Or, that, “Maybe there might be a means by which you can take my name and birth date from one medical form and auto-populate that into the nine other medical forms I have to go through, to have this doctor’s appointment.”

Amy Edmondson
Because if you can do that, you are reducing the likelihood of error, of just simple human error… You probably won’t screw up your birth date. Although sometimes, on my birthday, I screw up my birthday every year because I just automatically write, once I’ve started with my birthday, the year follows naturally.

And so, there I am writing a year from many, many decades ago in the form, when it’s like, “Oh.” It’s just a simple brain malfunction. Right, you write the actual birth date, but yes. So, now I’m thinking, “What are the failures that could’ve been avoided with a simple checklist or making the thing a bit more programmatic?” For instance, in the world of podcasts, I have been on at least one where there was a failure to press record. It’s not catastrophic, nobody dies, but, boy, it can feel almost catastrophic.

Pete Mockaitis
That happened to me once. I felt so embarrassed.

Amy Edmondson
So bad, where you’ve spent all this wonderful time and energy, and then, “Oops. Oops.” It was great for us but the rest of the world would not hear this one, and doing it a second time is just not…but that is one of those errors, by the way, that you learn from and rarely do it a second time. But it is certainly possible to never do it the first time also.

Pete Mockaitis
And I love it, in the software now, we’re on Riverside, and I believe it does this too, it’ll now tell you. If we’re chit-chatting for too long without record, a notification will come up, “Notice, you’re not actually recording now.” So, that’s cool though.

Amy Edmondson
Which is good! Which is good, right? It’s sort of a little check. It’s a check that’s built into the system.

Pete Mockaitis
I dig it. Okay. So, then let’s talk about these intelligent failures. You say there are a few criteria that we need to check in order to say that something is an intelligent failure before we could just give ourselves credit, and say, “Oh, that was an intelligent failure. It’s okay.”

Amy Edmondson
Yes. So, first and foremost, it’s in pursuit of a goal. I’m not against just messing about, playing with resources, but that’s another category of activity. That’s play. But if something is an intelligent failure, it is the case that you are pursuing a goal, whether that is a better recipe, or a life partner, or an innovation in your job at work, but it’s something that you’re hoping to accomplish and improve, and it’s arguably in new territory.

It’s not possible to just get the answer for what will happen off the internet. There’s no way to get the new knowledge you are trying to get to make this progress without trying it, without the experiment, and you have a hypothesis where you’ve done enough thinking and homework to have a good sense that this might work, “I know it’s not a slam dunk, but it might work.”

And then, finally, fourth criterion is the failure, if it happens, is no bigger than necessary. It’s just as big as it has to be to give us the new knowledge that we need. And I always say there’s sort of a bonus fifth criterion, which is you take the time to learn from it. And so, those four criteria – pursuit of a goal, new territory, done your homework, no bigger than necessary – can apply to all sorts of realms. They can apply to a blind date. They can apply to improving that cookie recipe. They can apply to an assignment in your job.

Pete Mockaitis
That’s great. Well, now, Amy, I’d love it if you could give us some fun examples of taking this mindset and approach, and doing it with gusto. What came to mind for me was I’m thinking about Tony Hsieh’s Zappos story, is that one of the first things he had to test was, “Are folks even willing to buy shoes online?” This was back in the day. He didn’t know yet. So, he partnered with a shoe store and said, “Hey, here’s the deal. I’d put a photograph of the shoes in the store, and every time I sell one online, I’ll come here and buy it from you, and then ship it to them.” And so, that’s wildly inefficient from, like, a profit perspective.

Amy Edmondson
Right, but it’s brilliant. It’s brilliant.

Pete Mockaitis
But from learning, yes. It nails it.

Amy Edmondson
Because imagine, I mean, compare that little experiment, expensive experiment, but compare that to setting up a whole warehouse and filling it with shoes of all sizes, and then sort of waiting and hoping. I mean, since we don’t know if customers will buy them online in the first place, what if they don’t? Well, we have just spent tens of thousands of dollars filling up our little warehouse here with shoes, and it failed. That’s not so good. Whereas with him, if it had failed, then all he would’ve lost was a little bit of his time, and maybe he would’ve disappointed this nice shoe store, but no harm done, really, right? So, it’s a beautiful example.

Pete Mockaitis
Absolutely. Well, so please, give us some more. As we’re thinking about professionals who want to have more intelligent failures more often, any cool tales that illustrate how this could be done well in practice?

Amy Edmondson
One of the intelligent failures, and it’s not professional, it’s personal, that I love, intelligent failure stories, is my high school friend, Laura, who in her 40s, decided she wanted to learn how to play ice hockey, which is kind of crazy if you think about it, but, anyway.

Well, she lived in New Hampshire, so she thought it was really one of the things that people around her did all the time, and so it seemed like a good social activity and so on. And I think, it almost goes without saying, that her first forays onto the ice were failures, and it was intelligent because, again, she had a goal to join this league, to have some fun. She had done as much as you can do. She’d skated as a child, but in figure skates, not hockey skates. She knew enough to know that she sort of liked sliding around on the ice, and she didn’t try to join the Bruins or anything. She joins this sort of local women’s league.

And certainly, those first few weeks would not have made her a very valuable team member but she got better and really fell in love with the sport, and it remained an important part of her life now. So, that’s where someone is willing to take the risk of doing something new that might not go well. It’s not new territory for the world, but it was certainly new territory for her in her life.

I suppose in business, you bring up Tony and Zappos, but earlier than that, Amazon, obviously buying books online is not as challenging as selling shoes online, but really, “Would enough people go? Could you make it? Could you make a company work out of that?” And, of course, we later understand that Jeff Bezos had much bigger dreams in mind, but he didn’t start with, “Okay, I’m going to become the retailer of everything,” and assume that’s going to work.

He started with, “Well, let’s see if we can sort of create a little bookstore online, and drum up some enthusiastic customers, and then let’s see if we can extend some of those customers into buying other things. And then let’s see if other customers, who maybe don’t buy books that often, will come and buy other things because our operations are now so good.” So, that would be another story of one risk at a time.

Pete Mockaitis
Beautiful. And then let’s talk about this emotional piece. When we hit a failure, we can think, “I’m no good at this,” and we’d have an emotional reaction that prevents us from doing the learning, doing the persisting, doing the optimal response that keeps us moving forward. Boy, in the heat of battle, Amy, how do we address this stuff?

Amy Edmondson
So, this is why I spend some time in the book talking about becoming more self-aware and really more self-reflective and able to pause our unhelpful, unhealthy thinking and redirect it. So, I described my unhealthy, unhelpful thinking in response to my research failure years ago, and I had to learn, and we all have to learn, to kind of talk ourselves away from the wildly emotional and really inaccurate response to the disappointment of failure and rethink it, and sort of reframe it.

Reframe it from “Oh, this is awful. I’m going to have to drop out of my PhD program,” to, “Oh, this is disappointing. I wonder what it might mean?” Now, that’s a shift, or it’s a major cognitive shift, but it’s not unheard of. It doesn’t seem impossible to our listeners, I imagine, that you can practice and then learn to catch yourself, and correct your exaggerated thinking, and turn it into more scientific thinking that brings cooler, more logical thoughts, that also cool the hot emotions.

Pete Mockaitis
Okay. Could you give us an example of that in practice?

Amy Edmondson
Well, I guess an example in practice is I’m going to go back to this really important meeting, maybe it’s a job interview, and I experienced that little complex failure and I’m really unprofessionally late. I show up late. In fact, I show up so late that they’ve moved on to the next candidate. And my sort of human being’s response might be, “This is awful. I’m not going to get the job. This is the end of my life. No one’s going to hire me, and I’m going to starve to death.” Well, no, right?

So, that’s what the psychiatrist, who I talk about in the book, Maxie Maultsby, would call awfulizing or catastrophizing something that is, indeed, not great, not a great performance, but not the end of the world. And so, once you recognize that, that little emotion taking hold, that kind of your amygdala gets hooked and, says, “This is just terrible,” you pause, and you say, “No.” You force yourself to say, “This is inconvenient.”

That’s my favorite word, right? It’s inconvenient. Because, yep, it’s inconvenient, and it’s not the end of the world. And either it’s, “I’ll make amends, I’ll make an apology, maybe get a second chance,” or, “I will definitely not do this again for my next interview.” You figure out. It’s a shift from a backwards-facing, highly emotional, “This is terrible,” to a forward-facing, “Okay, that wasn’t ideal. What will I do differently next time?”

And this is how we continuously cool our emotions down, but we also force ourselves to keep learning, keep getting more thoughtful, keep getting more disciplined and wiser, and, ultimately, more creative as well, because we’re more willing to take risks because we know that the downside of the risks won’t be catastrophic.

Pete Mockaitis
That’s good. That’s good. And if we’re having trouble even beginning to think clearly and rationally and calmly about the matter, any other pro tips? Is it sleep? Is it walking? Is it cold water? Is it any of that?

Amy Edmondson
Oh, yeah, all of the above, depending on what you like. So, I would say you start with the proverbial and the real deep breath. That deep breath will interrupt the automaticity of the thinking. But, for me, certainly one of the things that I habitually have relied upon is go for a run. If I’m really stuck on something, and I just change the scenery, literally by put some running clothes on and go for a run, it completely changes how I’m thinking. It seems to put things more in perspective, and so exercise, that’s one, but anything that interrupts.

You could have a checklist of questions to ask yourself. It could be along the lines of, “Okay, what truly are the consequences of this? And what did I learn? And why is this now something that I’m able to put to use going forward?”

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

Amy Edmondson
So we’ve just been talking about sort of self-awareness, self-reflection, self-discipline. Another key domain is context awareness. Be more mindful and thoughtful when you’re in a dangerous context. I know that’s obvious, but it’s truly violated all the time. People don’t put their safety equipment on when they should have, or they text and drive.

So, develop a habit of thinking quickly and clearly about the context, “What are the stakes here? What are the risks? Financial? Reputational? Safety? And what’s the uncertainty?” And act accordingly. Have lots of fun experimenting when the stakes are low. Be very, very thoughtful and vigilant when the stakes are high.

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

Amy Edmondson
One of my very favorite quotes is Viktor Frankl, which is, “Between stimulus and response, there is a space. And in that space lies our opportunity to choose. And in that choice lies our freedom.”

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

Amy Edmondson
I think my favorite bit of research is in the research on the fundamental attribution error by Lee Ross at Stanford, where they show in some sort of laboratory experiments that we are relentlessly willing to attribute others’ shortcomings to their own personality defects or character defects. But our own, we will very quickly and naturally see the situational forces at work. So, once we know that we’re likely to do that, once we truly internalize the idea that we will spontaneously do that, then we can step onto the road of becoming a better person, and giving others the same benefit of the doubt we often give ourselves.

Pete Mockaitis
All right. And a favorite book?

Amy Edmondson
I have many long-standing favorite books, but I’m in the middle of one that right now is becoming a favorite book, which is The Road to Character by David Brooks.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they retweet it, they Kindle book highlight it, an Amy Edmondson bit of wisdom?

Amy Edmondson
Choose learning over knowing, and it’s an active choice. We have to choose it because our habitual cognitive response is to feel like we know, feel like we see reality. We have to get curious. We have to choose learning over knowing.

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

Amy Edmondson
I guess AmyCEdmondson.com.

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

Amy Edmondson
Yes, take more risks.

Pete Mockaitis
Okay. Amy, thank you. This has been lots of fun once again. And I wish you many delightful failures.

Amy Edmondson
Thank you. And you, too.

965: Why Your Boss Isn’t Advocating for You…and What to Do About it with Dr. Nicholas Pearce

By | Podcasts | One Comment

 

Dr. Nicholas Pearce reveals the hidden reason why many high-performers don’t advance—and provides candid solutions.

You’ll Learn:

  1. The harsh truth behind why many don’t advance
  2. Why even a great mentor is no substitute for a sponsor
  3. How to find support if you aren’t being supported

About Nicholas

Dr. Nicholas Pearce is a Chicago native and vocational multihyphenate who has committed his life to creating social impact at the intersection of the academy, the church, and the marketplace. He is an award-winning organizational behavior professor at Northwestern University’s Kellogg School of Management, Founder & CEO of The Vocati Group, a boutique management consultancy, and a respected faith leader. He is also the author of the bestselling book, THE PURPOSE PATH: A Guide to Pursuing Your Authentic Life’s Work.

Resources Mentioned

Thank You, Sponsors!

Dr. Nicholas Pearce Interview Transcript

Pete Mockaitis
Nicholas, welcome.

Nicholas Pearce
Thanks, Pete. Good to be with you.

Pete Mockaitis
Well, I’m so excited to be chatting with you. You have so much wisdom in so many domains, but my producers originally found you from your phenomenal Harvard Business Review article called What to Do When Your Boss Won’t Advocate for You. And it sounds like you struck a nerve with this one, Nicholas. What’s the scoop here?

Nicholas Pearce
I think this is something that a lot of people struggle with. People long to have great mentors and great managers who are invested in their success and care about them as humans. But if there’s something that we learned during the pandemic is that a lot of leaders don’t care about the humanity in us. They view us as not human beings, but as human doings.

And for those who have managers who don’t really care about them, don’t care about their forward progress, or won’t bring their name up in rooms that they’re not able to occupy, it creates a challenge to figure out how to navigate your career and your life forward when you recognize you’re lacking that sponsorship.

Pete Mockaitis
Ooh, Nicholas, coming strong right out of the gate. I love it. So, they don’t care about our humanity. That’s a strong sentence and yet it seems accurate. It’s not that they wish us harm actively, but it’s just kind of like, you know, at the end of the day, you are a means to producing a thing, and that’s a fairly prevalent attitude. If you had to hazard a guess, what percent of managers do you think fall in the humanity-affirming versus humanity-eh column?

Nicholas Pearce
That’s a hard number to guess at, but I can tell you that most corporations, based on how they are structured, tend to look at people as products, even the language of human resources or human capital. Human capital was, I guess, designed to be something of a more humane way of saying HR, but when you think about human capital, putting human capital alongside physical capital or financial capital, these are resources that are under the control of the organization for the organization’s purposes, not things that have lives of their own to be valued.

So, putting people in the thing column, I think it’s very, very common. And, unfortunately, most folks who have been in the working world for any amount of time know that while HR may sound like they exist for the people, most HR departments exist to shield an organization from lawsuit. So, HR typically is not really there for you. HR is there for the company.

Pete Mockaitis
All right. Telling it like it is. So, just for funsies, is there a language that you prefer to use when it comes to organizations and people, like, the people department or learning and development? Like, what are the terms you like to use?

Nicholas Pearce
I love the concept of people and culture. Having an executive leader who is primarily responsible for the development and wellbeing of the people in the organization and the stewardship of a healthy culture, I think that language works well. I think learning and development, as you mentioned, Pete is great because it focuses on the value added to the people and their development. Anything that does not make it sound like the organization owns or controls assets. That type of language, I think, has its own limitations.

Pete Mockaitis
Oh, Nicholas, I just love where you’re rolling. And I know, in your background, you are both a business school professor and a pastor. And it’s really beautiful to kind of see how the thinking interplays here in terms of just even the words we use, we can find irksome or even dangerous.

Nicholas Pearce
That’s exactly right. I think words have power and words should be used with intention. And I think the words that our organizations and corporations have used over the years are reflective of the desired intention. And as we begin to deconstruct some of those harmful ways of thinking and being in workplace life, we have the opportunity to refresh not only our perspectives, but our language as well.

Pete Mockaitis
Oh, lovely. All right. And we’re just getting started talking about advocacy. So, we’re going to say this word a lot. Maybe since we’re talking words, could you give us some definition? When we talk about having a boss or someone advocate for you at work or advocacy, generally speaking, within work, what do we mean by that? You said speaking up for someone when they’re not in the room, that’s something, got a ring to it. Are there any other dimensions of that you’d highlight?

Nicholas Pearce
Absolutely. So, I think about advocacy as the act of sponsorship, and I juxtapose sponsorship against mentorship. So let me describe the two and contrast them. Mentorship is having that person who will coach you, who will pull you aside and say, “Hey, I like what you did there. Maybe a little bit more of this next time, a little bit less of that.”

Maybe they’re going out to coffee with you once every couple of weeks or every four weeks or every quarter. They’re there to help you navigate. They’re there to invest in your development. They care about you as a human. They care about your performance. They’re trying to invest in making you a better you.

Sponsorship is altogether separate. Sponsorship is not so much about making the direct investment of time in giving feedback, and having lunch regularly, and having coffee, and giving micro corrective feedback. Sponsors are people who are opportunity creators. They are career accelerators and catalysts of opportunity. These are individuals who are bringing your name up when you’re not in the room. And as is often said, 80% of what is said about you is said when you’re not in the room.

So, for many people, especially women, people of color, and others who tend to be excluded from a lot of opportunities in many work environments, they tend to be over-mentored, “We’ll give you a coach, we’ll give you feedback, we’re going to make you a better you,” under the guise that the reason you have not ascended is because you need to be made better.

But what they really need are sponsors, people who are willing to say, “Hey, did we consider giving Nicholas that opportunity? Did we consider giving Jane that promotion? What are the reasons why we’re holding her back? Are we saying she lacks ‘seasoning’? What exactly do we mean by that? Does she need to add paprika and stir? Like, what are we saying?”

The people who are willing to do the blocking and tackling to make sure that organizational politics or bias don’t derail your career, those are your sponsors. And so, many people are over-mentored, but under-sponsored. And so, the whole concept of advocacy speaks to an individual using their credibility, their capital on you to advance you and your career.

Pete Mockaitis
Well, so then can you tell us, it’s like, “Okay, boys, it’s really important that we have people speaking up for us when we’re not in the room,” how would we even know the extent to which this is or is not happening since we’re not in those rooms?

Nicholas Pearce
Absolutely. You can tell, one, what your boss is saying to you offline. Do you and your manager have a relationship where feedback flows naturally and continuously? Or are you in a situation where your feedback comes mostly in the form of a formal annual or semi-annual review process during which you get blindsided with feedback that sounds off-base? If so, that could be a warning sign that your boss is not going to bat for you when you’re not in the room.

Do you and your boss enjoy a collaborative relationship? Or do you feel like your boss is competing with you? If your boss competes with you, because perhaps they view you as a threat to their advancement, or as a threat to their supremacy, they’re probably not advocating for you.

If you’ve been in a role for three or five years, and there’s never been a conversation about what your future looks like, I mean, let’s be for real, Pete, if you’ve been in a role a year or two, and there hasn’t even been a conversation about what your future looks like, that may be an indication that your boss doesn’t care what your future looks like, and that they’re certainly not advocating for you and for it at tables that you may not even know exist in the organization.

Pete Mockaitis
Nicholas, I love what you’re saying in that it’s very candid and blunt, and I think some of us don’t even want to entertain the belief that this harshness, reality is present when we’re hearing a lot of nice things.

Nicholas Pearce
Absolutely. I have been in spaces personally and have coached leaders, and employees, students of mine who had all the raw ingredients, I mean, had all the learning, all the degrees, all the certifications, all the skills, all the receipts in terms of high performance, and yet found themselves stuck. And what happens for many people is that it’s the ultimate gaslighting. You’re left to wonder, “What did I do wrong? What did I not do right? Is it me? What am I lacking? What do I need to change? Am I too much? Am I too little? Do I need to turn up, turn down? What is it that’s wrong with me?”

And a lot of us wind up falling into cycles of anxiety and depression because we have been trained at a certain level to believe that the problem is always us. And what I’ve discovered is that there are a lot of people who are incredibly gifted and incredible contributors and collaborators who just run into managers and bosses who don’t know how to lead, or don’t know how to be humane, or are insecure.

And because this continues to do incredible damage to people in an era and a season where mental health needs are already at their highest, I feel at some level, Pete, that the truth will set the people free. And to release themselves from the fear or the feeling that they are not enough and to, perhaps, sometimes release their boss from the expectation that they will be a good advocate when perhaps they don’t want to be or don’t know how to be.

Now, I do have to rush and add this, that if you’re just a chronic underperformer, these words don’t apply to you. Like, you need to do better, right? But if you find yourself consistently meeting or exceeding expectations, you’re knocking the ball out of the park, so to speak, on a consistent basis, everyone can see your brilliance and your promise but your boss, maybe it’s not you. It might just be them. And they’re not perfect people. They’re people, they’re not perfect, but it is your life.

Pete Mockaitis
Well, I’m wondering, if folks find themselves in this position, they might feel kind of stuck. Could you maybe give us a bit of hope, a bit of inspiration, a story of someone who saw a transformation in this department in terms of advocacy wasn’t happening and then it kicked off and good things unfolded?

Nicholas Pearce
Absolutely. One of my coaching clients had this very scenario happen, where the boss was really great in terms of giving mentorship and guidance and coaching and feedback, very warm relationship, their families got together on weekends. I mean, it seemed like a really healthy relationship on one level, but they recognized that, at a certain level, the boss really appreciated them being in that role. Because, let’s just say they got their TPS reports in on time every time, and the concept of losing that individual to another team or to a higher level, perhaps in a different business unit, would create issues for that boss.

And so, that boss, at a level, was conspiring to suboptimize that individual by being nice, being kind, keeping them happy, but not giving them the growth opportunities that they deserved and needed to continue to fulfill their potential. So, this individual had the conversation with their boss and said, “Hey, I really enjoy being on your team. Help me see what future could look like. Help me see what next can be.” And that opened up a healthy conversation where the boss kind of came clean and said, “I knew this day would come. And I’ve really enjoyed having you on the team.”

And they kind of came clean about how there were opportunities that existed in the organization and they were waiting on that individual to come forward to raise their hand and say, “Hey, I actually do want to grow. I don’t just want more money. I don’t just want autonomy. I don’t just want flex hours. I actually want to grow. I want to be able to be my best and become even better at a higher level in the organization.”

And so, that conversation actually opened the door for the boss to advocate because the foundational relationship was in place, high performance was already acknowledged, and so this was just an invitation to the boss to move from mentor to sponsor.

Pete Mockaitis
That’s cool. Understood. And I like what you say there. It’s not necessarily evil. Like, they have warm feelings about, it’s like, “No, this person is so amazing. I feel so blessed,” and delighted to have them on their team, but it’s just a little bit of selfishness, which we all are subject to. It’s like, “This is so amazing. I don’t want this person to ever leave.”

But, again, you know that it’s a finite clock. When there’s someone amazing in a role, it’s, like, it’s only a matter of time before they go to a bigger role. And I think this is the way of all things. I think we had a handyman who was awesome and someone said, “Oh, he probably should increase his rates.” And I said, “Inevitably he will.”

Nicholas Pearce
That’s right.

Pete Mockaitis
“Because we are aware of his awesomeness.”

Nicholas Pearce
Exactly. We don’t want to be the ones to tell him that, or we’re happy to tell him as long as he keeps our rate unchanged, right? But this is exactly it. This happens a lot, you know, Pete. It happens in the nonprofit sector a ton, where you have long-serving executive directors or CEOs or presidents, they’ll be in the seat for 25, 30, 40 years. And they’ll have a talented person underneath them in the organization, who everybody within a mile can see has CEO or executive director capability. But that CEO recognizes, “I’m 55, and I have no intention to retire anytime soon.”

“So, because there’s only one CEO at a time, and I intend to sit in this seat for another 10 to 15 years, I have a choice to make. Either I invest in you becoming the very best you can be, which means losing you, or I continue to suboptimize you to make you question whether you have what it takes to be in my seat. But because I’m not ready to give up my seat to you at this time, now I’m not advocating for you. I’m not bringing your name up in the marketplace because I could lose you, and you fulfill an important part on this team. I value more what you produce than who you are.”

Pete Mockaitis
Well, Nicholas, you are just touching on exactly, I think, some eye-opening stuff for a lot of people, like, “What’s wrong with me?” It’s like, “Oh, this is what’s really going on under the surface. Understood.” So, lay it on us, if we find ourselves in such a position, what do we do about it?

Nicholas Pearce
Well, one very practical thing that we can all do is to look for advocacy elsewhere. Your boss may not be the only advocate you can get in your organization. Ideally, you’d have a direct supervisor who could go to bat for you because they know your work most closely, but there are other influencers who can give you the boost you need. There could be someone in the organization that is even more high ranking than your boss.

Maybe an ally who might bring your name up. Maybe it’s someone you met in the context of an employee resource group. Maybe it’s someone who you met at the company holiday party. Maybe it’s someone you ran into at a company-wide task force. Maybe it’s someone who, when the time came for the company’s intramural softball team to form, they were the person you rode to the games with. Who knows? But there are other people who can speak to you and can perhaps be an accomplice, a co-conspirator, if you will, in advancing your cause and advancing your career.

Another really helpful thing, and this is something that’s hard for a lot of us, is to build our networks outside of our organizations. For many of us, we may be socialized to feel that is disloyal or underhanded or somehow strategic in the most nefarious sense, but I believe that, what I call 360 -degree advocacy, is a gift that we should all take advantage of. We’ve got advocates above us. We’ve got advocates beside us who are our peers. And we can also have advocates in our direct reports.

Not underestimating the value of people beyond your boss in your organization can be helpful, but also people outside of your immediate workplace who may be LinkedIn connections, or are part of professional associations, or alumni groups, or other civic and community service outlets. Those individuals can speak to your promise as well and may be able to help create opportunities for you outside the organization.

And sometimes, as the saying goes, folks won’t miss the water until the well runs dry. And sometimes you give people the gift of goodbye, and it doesn’t have to be messy. It can just be an investment in self. Investing in yourself and your future does not have to be self-ish, right? Because at the end of the day, let’s face it, Pete, if someone lets you sit on the bench for 10 years and they never advocate for you, that’s 10 years of your life that are down the drain.

And they’re not going to come to you at the end of those 10 years and say, “You know what, Pete, I’m sorry you wasted your entire 30s.” It’s going to be on you to make up for that lost time. And an apology is not going to do it. You owe it to yourself. I was having a conversation with a group of executives who are whining and complaining about Millennials and Gen Z being disloyal. And I said, “Listen, y’all can complain and moan about that all day long until you recognize that companies aren’t loyal like they used to be. Unless you’re giving Gen Z a pension, which you’re not, the company’s already said, ‘Ah, we’re not really loyal to you.’”

If you say in your HR policies, that in order for a 401k or 403b to be fully vested, an individual has to work there three years, you’re telling them from the outset, “We’re investing in you, sort of. Until you’ve been here a while, we’re going to claw back part of the money we’ve invested in your retirement.” So, all of these are signals to individuals that companies aren’t loyal. And so, if companies aren’t going to be loyal to their people, how can you expect people to be loyal to their companies in the way that they were 75 years ago. The rules of the game have changed. And so, it’s not about being disloyal or selfish. It’s just about being smart.

Pete Mockaitis
Yeah, that absolutely resonates. And that was kind of my philosophy when I started my career, it’s like, “I don’t think I can count on any employer long-term ever.” So, it felt kind of mercenary. It was like, “What can I do to make sure I have skills to do anything?” And I was like, “Strategy consulting seems like a good choice out of undergrad.”

And so, and I think it was serving well with developing some skills and some network and some savings to then go do entrepreneurial things. But, Nicholas, I got to hear, when you dropped these truth bombs on these executives whining about the Millennials, how did they reply?

Nicholas Pearce
Oh, they got it immediately. I said, “Listen, all of the participation trophies and all that stuff is cool when it’s your kid or your grandbaby out there on the soccer field getting the little trophy because they put their cleats on the right feet. But when they become your employee, all the participation trophy stuff, where you’re getting rewarded for effort, that goes out the window. It goes out the window.”

And so, recognize, that it was not the Millennials and Gen Z that made participation trophies. It was the uncles and aunts and moms and dads and coaches who could not handle walking away without a shiny object because they showed up and tried their best, and the participation trophy industry was born, but Millennials didn’t demand it. It was the world into which they came of age. They understood it as an expectation. And if Gen X and Baby Boomers had not put participation trophies in the lexicon, Millennials would not expect them in the workplace.

Pete Mockaitis
Understood. Okay. So, we’re getting a lot of good contexts from all over here. So, build the network outside the organization. Any other top tips you’d recommend? If we find ourselves not having that advocacy, what else should we do?

Nicholas Pearce
Absolutely. One of the most common cliches that I have heard that I actually believe has truth underneath it is that sometimes rejection can be protection and redirection.

Pete Mockaitis
All right. It rhymes too.

Nicholas Pearce
And so, if you find your manager not advocating for you, it could very well be an intentionally closed door that is designed to push you in the direction of purpose. This is something that I talk about a fair amount in my book which is entitled The Purpose Path: A Guide to Pursuing Your Authentic Life’s Work. And what I find is that, in many cases, the adversity that we may face, whether personally from a health perspective or otherwise, or even professionally in terms of doors that are slammed shut in our faces, sometimes that adversity is actually the grist of discovering purpose.

Oftentimes, people think that the purpose that we have in life is to just be happy. And I’m not the happiness police. I’m not anti-happiness, Pete. However, I have discovered that, oftentimes, it is those painful circumstances that push us into a place where we discover purpose that we would never have discovered before. And so, while many of us want to organize our lives around the avoidance of pain, if we avoid pain, we actually may be avoiding purpose.

Now, I’m not saying we should be trying to attract pain. Hear me clearly. All I’m saying is that sometimes when a boss doesn’t advocate, when a door closes, it could be a catalyst that is pushing you toward purpose and protecting you from calamity that you had no clue was coming your way. So, really embracing the moment in a different way and reframing it as not so much, “This is a flaw in me,” but perhaps more, “This is giving me an opportunity to reflect, to retool, to perhaps even take a break and rest and really think about how I connect my soul with my role.”

“Maybe I was just doing a job, earning a nine to five paycheck, doing the things, paying down my student loans, making the moves, doing the things. But now I actually want there to be meaning in my work. Yeah, I’ve got skills. Yeah, I work for the big shiny company with the stock options and all of the trinkets. But now I actually want to do something with my life that matters. I want to have purpose in my work. I want to connect my soul with my role.” And maybe that closed door was the catalyst to get you to see that purpose is calling.

Pete Mockaitis
That was well said. Well said. Well, tell me, anything else you want to make sure to mention before we shift gears and hear about a few of your favorite things?

Nicholas Pearce
Sure. I think that as much as we often think about what happens when others don’t advocate for us, I think that it’s important that we recognize our responsibility to advocate for others. Oftentimes, it’s very easy to think about what your boss is or is not doing for you, and you’re absorbed in what’s happening over your head, and you’re thinking that you are the main character in the organization story, and you are not.

Many of us don’t advocate for others because we’ve never been advocated for. And while that may be understandable, I don’t think that’s a valid excuse. We have to be intentional about lifting as we climb, not having the crabs-in-a-barrel mentality where only one of us can be advocated for at a time, “And if it’s not me, that means you win and I lose.” I think this zero-sum game mentality, this fixed-pie thinking is eroding the fabric of society.

And so, I think for as many people who may be attracted to our conversation today, because they find themselves in spaces where they weren’t getting advocated for, perhaps being the leader you wish you had can be a very important part of your life’s work and your own personal scorecard in terms of how you evaluate your leadership.

Pete Mockaitis
Right on. And now, could you share a favorite quote, something you find inspiring?

Nicholas Pearce
“Weeping may endure for the night, but joy comes in the morning.”

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

Nicholas Pearce
A favorite bit of research that I love talking about is this vintage study that was conducted by Kathy Phillips, Katie Liljenquist, and Maggie Neale. They’ve done this study looking at the power of diversity to help teams win. And the science on this from over 20 years ago is quite clear, that diverse teams can outperform homogenous teams when the task calls for creativity, innovation, information-sharing, and tackling complexity. This is a well-stated, well-worn vintage research finding. It is not a part of the recent DEI movement. This is pure science from back in the before times that many organizations know about but haven’t really embraced.

Pete Mockaitis
Okay. And a favorite book?

Nicholas Pearce
Necessary Endings by Henry Cloud.

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

Nicholas Pearce
Sabbath.

Pete Mockaitis
And a favorite habit?

Nicholas Pearce
Favorite habit is prayer for me. It’s time to really refocus.

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

Nicholas Pearce
Yeah, oftentimes, it’s really in the space of this purpose conversation that we started to explore a little bit toward the end. And it is the fact that you owe it to yourself to live a life on purpose. You were created with a purpose. You have a reason for being. And you owe it to yourself to discover that and to do something about it.

A lot of people say that they are reflecting or meditating or praying for purpose because they need clarity on what their purpose is. And for some people, that is truly the case. But there’s a significant percentage of people who I think are probably with us today, Pete, who don’t need further clarity. They need more courage. And once they acknowledge the fact that they’ve got the clarity they need already, the missing ingredient is courage, now it’s their move.

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

Nicholas Pearce
NicholasPearce.org is a great place. You can connect with me on LinkedIn, social media, Facebook @napphd. I also have a TED Talk that folks have been enjoying entitled, “Don’t Ask Me What I Do.” So, any of those spaces will be great to connect.

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

Nicholas Pearce
Be the change you want to see. If you feel like you’re not getting advocated for, advocate for someone else. If you had a terrible onboarding experience, make someone else’s onboarding a little softer. If you feel like it’s time for you to pivot from a job, don’t be messy on the way out the door. Embrace the gift of the lessons you learned in the previous season and take the high road and walk out with grace, not looking at that past experience as time wasted, but looking at yourself perhaps as an alum of that organization or institution, and always seeking to do your best, no matter where you find yourself.

Pete Mockaitis
All right. And, Nicholas, this has been fantastic. I wish you much good advocacy and purpose.

Nicholas Pearce
Thanks, Pete. Likewise.