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859: How to Be a Leader–Instead of a Boss with Todd Dewett

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Todd Dewett says: "Collaborate, don't dictate."

Todd Dewett shares how to harness you and your team’s true power.

You’ll Learn:

  1. Why and how to collaborate–not dictate
  2. Why you should go for candor over kindness
  3. The low-cost way to optimize your team

About Todd

Dr. Todd Dewett is a globally recognized leadership educator, author, and speaker. After working with Andersen Consulting and Ernst & Young, he completed his PhD at Texas A&M University in Organizational Behavior as well as a prestigious postdoctoral fellowship.

He was an award-winning professor at Wright State University for ten years, teaching leadership-related courses to MBA students and publishing research. His activities grew to encompass speaking, training, consulting, and eventually online educational courses.

To date, Todd has delivered over 1,000 speeches around the world (including several TEDx talks) and created a library of courses enjoyed by millions of professionals. His clients include Microsoft, IBM, GE, Pepsi, ExxonMobil, Boeing, MD Anderson, State Farm, and hundreds more.

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Todd Dewett Interview Transcript

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

Todd Dewett
Hey, great to see. I’m hoping this time, I, in fact, will figure out how to be awesome at my job.

Pete Mockaitis
Oh, I think you’ve been awesome for, well, at least these last seven years. It has been seven years. Wow!

Todd Dewett
Crazy.

Pete Mockaitis
Tell me, any remarkably transformational discoveries you’ve made over the last seven years?

Todd Dewett
Discoveries? I would say two, very briefly.

Pete Mockaitis
All right. That’s quick.

Todd Dewett
One is that the online world for education continues to surprise me, and surprise me, and surprise me with its ability to innovate and improve, and its ability to grow. And I didn’t ask for it but, somehow, I’ve got to be a part of that through LinkedIn. So, that continues to blow my mind on what they’re able to do. Just 15 years ago, people were saying, “You can’t learn online. You need a person in the room, right?” So, that’s blowing my mind.

And the other big discovery is, and this is the truth, and it’s a segue to our conversation we’ll have about this book I’m about to put out, but I now know, Pete, I now know with great confidence that I cannot write novels. And here’s how I know that. I’ve tried three times over 15 years, around 15 years, and each of those three times, I’ve ended up with a pile of words that was not useful.

And then the most recent time is the final time. I’m done trying to scratch that itch. I’m comfortable that I tried, but the idea that I was working on the story, then led to the book that we’ll talk about a little bit today.

Pete Mockaitis
Well, yes, indeed, let’s do just that. Your book Dancing with Monsters, what’s the big idea here?

Todd Dewett
Well, like I said, I wrote this novel, I was trying to write a lighthearted take on a vampire going through office shenanigans, as we’ve seen in many television shows, I just was intrigued by the combination of those components, and I had fun writing it, as I always do. When I determined it was not good, and my beta reader or two determined it was not good, I sat there licking my wounds, and I thought, “Can I use this idea some other way?”

And for years, I had been interested in the business fable book market. Many years ago, I read Who Moved My Cheese. I read many of the Pat Lencioni books, etc., and I thought, “Well, maybe I can do that. I’d been thinking about that. Maybe that’s a style that fits me.” And so, I just got all passionate one day, maybe it was too much caffeine, and sat down with that idea, a rough small idea from the failed novel, and, out of me came this 18,000-word quick fable in six hours. It’s been edited, thank goodness, since then, but that’s why I had an idea. I had a market, a fable market, and I decided to see if I could write that style, and I think the answer is yes.

Pete Mockaitis
Okay. Cool. And so, what is the fable here?

Todd Dewett
Well, we got a premise of a monster, he’s the main protagonist, is Joe Vampire, and he’s kind of cocky and full of himself, but not performing well lately, doing the one thing all monsters want to do across many genres for the last few hundred years, of course, which is to scare children. And he’s pulled into a meeting with an HR-type person, which is a witch in the character, in the book, and told, “Look, you’re basically in trouble. We’re going to ask you to prove yourself by leading a team of other monsters who are having issues, and you’ve got a big goal. You’ve got to solve together to figure out whether or not we’re going to let you continue with your monster status,” so to speak.

And so, there is a mummy, and a zombie, and a ghost, and a werewolf, all having huge issues being themselves. The werewolf can’t turn into a werewolf. She’s just the human that’s not able to transform. Issues of that nature. So, Joe fumbles around trying to lead these misfits and does terrible at first and fails before he realized that he’s doing it the wrong way.

And he remembers some amazing advice from his grandfather who was quite capable as a leader, and he starts to humble himself, and he has some epiphanies about what it means to think through empathy and build rapport, and to use kindness as a means of connecting with people and getting them to really try harder for the first time.

And his efforts to humble himself and be a facilitator instead of a dictator really pay off as these monsters discover their inner awesomeness. At the end of the book, they actually…well, I won’t spoil the end. I’ll just say they become a much, much more interesting version of themselves. And along the way, you’ll learn some stuff about leadership.

Pete Mockaitis
Okay. Well, I was going to ask, when it comes to fables, yup, there are some lessons, some takeaways, some wisdom, hopefully, that readers walk away with. Could you share with us, is there maybe a key quote or excerpt from the book that you think really delivers some of these in spades?

Todd Dewett
Wow! I’m in love with the book. To be honest with you, I’ve never said that about anything I’ve created, so I’ll choose one because it’s personal to me. As I thought about these characters in this short fun tale, yes, some of them reminded me of archetypes of people I’ve written about or seen in consulting, coaching, and so on. And one of them really is reflective of me, to answer your question.

Joe Vampire, the protagonist, had a moment after failing for a while, where he thought to himself, “Maybe it’s not them. Maybe it’s me. And maybe if I get authentic with them about my imperfections and insecurities and fears, which we all have, and I show them something about myself that they’re not going to see coming, which will tell them how sincere I am about trying to reboot our relationship and our efforts toward making progress, that that will work for us.” And he did that.

That came from my life. The fact that he did that in one of the pivotal scenes in this little book came from my life. And I’ll tell you what it is because it mattered enough to center this story in a book. I used to work for Ernst & Young many years ago before I did a PhD and became a professor for years, and I didn’t fit well at all, to be frank with you.

Great job. Prestigious. Everyone thought I should be happy. Look at the young successful professional. Didn’t fit at all. And I knew that, and I didn’t know what to do because I thought I knew where I wanted to go, which was to get a PhD but that was risky and I was scared, “Was I smart enough that I want to go broke?” For all the years, you’ve got to go broke to do that much grad school, etc.

And I was in my loft in Atlanta, Georgia where I used to live, and my mom called, checking up on me one day, she lived in a different city. And I was, in my voice, giving it away that I wasn’t in a good place. And she said, “Hey, what’s wrong with you?” True story. “What’s wrong with you?” And I just broke down, I started crying. I think I was 28 at the time. I started crying, and my mom, not something I normally did at that stage in life, but it happened.

And she said, “What is going on?” And I told her, “I’m very unhappy and I think I know the answer but I don’t know if I should do it.” She said, “Well, why?” I told her what it was, PhD, all that, and she said, “Well, why wouldn’t you? What are you really scared of?” She said it to me kindly and firmly just like that. And I sit there blubbering at my mom, I realized the obvious.

There wasn’t anything to be scared of. I didn’t have kids. What are you scared of? There was nothing to be scared of but I needed someone to smack me with those words and wake me up and push me in a new direction. And that made a huge impression, and that’s why Joe Vampire stepped up and made a huge impression on these other misfit monsters.

Pete Mockaitis
Okay. Well, that is powerful. Thank you. And so then, can we dig into a few of the core takeaway messages then in terms of there are some rules of leadership in the book, such as collaborate, don’t dictate? Can you share with us a couple of the most you think are transformational, and need to be heard by the world, takeaways?

Todd Dewett
Well, I got to tell you, I loved the way you set up these questions, but the truth is most people to do what I do, there’s different ways that we do it from speaking to writing to what have you. There’s not much new under the sun. Sometimes there are new ideas but mostly it’s about finding new vehicles to help us convey well-known useful ideas that people have yet to focus on in the proper way or the proper amount.

The one you just mentioned, actually, is a spectacular example – collaborate, don’t dictate. What Joe and many other real managers have to figure out is that even though they’ve been vested with authority to do stuff at work, they have the legitimate power as a holder of a position in a hierarchy, that does not mean they should use that power just because they have it.

The truth is, a team is optimized not when they receive dictates from a boss but when they feel that they are being facilitated and collaborated with by a person who’s on the team with them, not looking down on them. Now, that sounds terribly simple, and I’m here to tell you the reason this book, and many others, really do focus on a few simple rules that make teams better is because busy people forget them at work every single day.

I can’t tell you how many times I’ve had leaders just kind of whip out a dictate, “A think I need you to do,” no explanation. It just sounds like an order being given. Now, you don’t need me, Pete, to tell you that adult humans do not like to be treated like children. So, when I thought about the small number of business leadership maxims I want to put in this book, definitely collaborate, don’t dictate, be a partner, not a boss is a different way to say it, was one of the first that came to mind, for sure.

Pete Mockaitis
Okay. Well, then it sounds pretty simple in terms of just do that, just collaborate and don’t dictate. Is there any sort of best practices or do’s and don’ts to following that?

Todd Dewett
Yeah. The book is simple on purpose. And later, if I’m lucky with a variety of companies, I’ll deep dive on exploring what you just asked, but I’ll give you a preview, for example, that you’d see in a deeper training course. There are different types of decisions people face at work. And the question is, if you believe in this collaborate, don’t dictate idea that many of us talk about, is, “Well, what kind of decision are you facing? And when should I be a boss using authority versus a quiet person listening and trying to get input long before I make a decision?”

Well, there’s decisions, frankly, that you have to own with no input. That’s part of the managerial burden that anyone in the leadership structure faces. Things about strategy, things about compensation, who to hire and fire, ultimately, is not for the team to make. Team can have inputs sometimes on those but they don’t own those decisions, and that’s probably proper.

Then there’s decisions where you absolutely are going to own the decision as the leader but you absolutely should spend time, as much as you can, given how busy you are, finding their voice, listening to them, understanding their view, and allowing that to shape your decision because you believe this particular decision is going to feel, they’re going to feel it. There’s going to be an impact on them. That’s a second type.

A third type, and this is most common, I won’t say an unimportant decision but there are a variety of decisions that have to be made all the time where it’s really best to let go completely and allow teams to own it. For example, “To get this work done, do we work a day that everyone’s going to be having a day off? Or, do we work extra hours three days in a row? There are different ways to get the same outcome. What do you prefer?” Let them own the answer to that question.

So, you’ve got to ask yourself as a leader, or as a decision-maker, “What’s the reality here about my need to use the authority versus the benefit, the smart wisdom of gaining their input before a decision is made?”

Pete Mockaitis
Beautiful. Well, now could you share a bit about some of the other rules: the candor, not kindness; the opportunities, not obstacles; the authenticity, not acting; the be the change, not the boss?

Todd Dewett
Man, we don’t have all day. I love this. So, here’s one that probably is my favorite – candor not just kindness. I want to say that carefully – candor not just kindness. I didn’t say candor and no kindness. What we have right now, and I explore this a little bit, here’s the truth. We have so much love in forward-thinking organizations today for positivity, for kindness, for congeniality. These are things I absolutely value and preach, for sure.

But sometimes we’re so uncritical and so passionate about pursuing those types of ideals that this thing gets created, which some thinkers and scholars have now started calling toxic positivity. That’s the idea that we’re so wanting to be kind, so wanting to not offend others, that we will refrain all kinds of things. We’re really over-shape and resist. Why? “Because I don’t want to really ruffle feathers or cause tension, etc.” That’s a problem.

So, what I like to remind people is that kindness and all of its little brothers and sisters that go with it are immensely important, and that’s a foundation that gives you then the ability to use the other thing that pushes us towards finite needed conversations that are to the point, and that’s candor. Candor, which is just no beating around the bush, saying what needs to be said, this is important, ready, can be done positively. Candor does not imply brusque to the point of negative or mean. It just means you’re saying what needs to be said instead of beating around the bush.

So, here’s the truth, a lot of candor in an environment that doesn’t have a lot of positivity as its foundation, part of its culture, can be damaging quickly. But in a workplace, defined by a lot of positivity and congeniality and helpfulness and kindness, well, then candor is a thing that becomes directive and useful and digestible. That’s the difference.

Pete Mockaitis
Okay. And could you share a bit about the opportunities, not obstacles?

Todd Dewett
Yeah. So, I was talking to a boss the other day somewhere. I still say that word because I’m old. Supervisor is what I’m supposed to say now. And they were lamenting the lack of resources and budget they had for something, “And what should I do about this?” So, I say, “Well, don’t lie about it, don’t hem and haw, don’t tell them there might be more coming later. Own it and be honest, and then try and shape without BS’ing in any way. Try and shape how they feel about the situation.”

Opportunities is about perspective. That’s the whole point of the book. It’s about perspective. We all face challenges, budget-related, people-related, market-related, customer, etc. We all face them. That’s inevitable. That’s a daily if not weekly, we face big ones. How we feel about them, however, is a choice, and that starts with the person who has the most status and the most power in a group, which is the group leader, the supervisor.

There’s great science here that says when you help people see, forgive the cliché, the glass half full, the silver lining, call it what you want to, they will, on average, over time, tend to think about those issues more productively, more positively, and, thus, tackle them more effectively. For no other reason than choosing to think about them in a more productive way.

I’ve said this many times over the years, the greatest things we know about you optimizing you, and you optimizing a team really don’t cost a dime, or they’re low cost, but they usually don’t cost a dime. It just requires you to be a little more thoughtful about how you’re thinking about yourself and others and how you relate.

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

Todd Dewett
Well, no, I think in terms of leadership, this is a really fun 101 dose wrapped in a story that is emotional, fun, and memorable.

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

Todd Dewett
Well, there was something near the end where the HR person, embodied by the character of a witch, I love my HR brothers and sisters, by the way, if you’re listening. The HR person said to Joe, “I’m not sure if your performance, basically, was good enough for you to be saved or not. The committee,” it’s another reference to kind of management or bureaucracy, “The committee is still on whether or not they’d agree but they do know that they love what you had done today and want to offer you a job.” And he says no.

And that’s a big deal. I love that because fit matters and passion matters, and he doesn’t want to go, become the bureaucrat he’s battling against. He actually wants to stay where he is because he’s discovered now, that he’d figured out how to do it, that he loves being a manager. And what he said to her, and I’m misquoting myself because I don’t remember that clearly, what he said was, “One monster who believes in themselves is spectacular. But a monster squad who believes in themselves is truly formidable,” because that’s what he created. And I think that’s true, and that’s the power of a team.

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

Todd Dewett
Well, there’s tons of research. For example, why do people, this is classic stuff, why do people stay with certain jobs over the long term? Is it because of their immense fit with the role? No, although I wish that were true. Is it because of the love of the high pay at this particular job where they’re staying? No, I wish that were true.

The best answer, by far, is that they have a quality relationship with their manager. The number one reason people voluntarily leave, this has been a true finding, a known finding, for 30 years, jobs that they have voluntary turnovers is because of bad boss relationships. So, I loved, in this book, trying to bring that research to life by modelling what bad leadership looks like, by then having that person go through something of an epiphany, and then finding how to do it correctly.

So, there is good research to back this up. What do we know about, for example, perspective that we were just talking about? There’s tons of studies and psych cogs, social sites, org studies, etc. that talk about how we frame decisions and how people react. And when you take the time, and that is always the thing that trips us up at work because we’re so darn busy putting out fires, I respect that, but when you take the time to think, at least the important issues, and think about them first and how you’re going to package them effectively to be understood, and maybe even to motivate people, no matter how challenging they might be, you tend to deliver a better message. That’s powerful research.

Pete Mockaitis
All right. And can you name a favorite book?

Todd Dewett
A favorite book. I’ll go with Please Understand Me by Keirsey. One of the classics on personalities, because I’m a huge believer, I actually posted about this today, a huge believer that talent is awesomely important but often overrated. And what I mean by that is what ultimately matters is chemistry. And great teams with chemistry that have less talent than teams over here with great talent and no chemistry often outperform teams with loaded talent.

So, how do you achieve chemistry? Well, you get along by first understanding yourself and then others. And one of the first books that really pushed people effectively to start thinking about personality types and how to understand others who are different than you, was Please Understand Me by Keirsey.

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

Todd Dewett
Well, I would say any kind of feedback tool. One in particular that’s on my mind lately people might check out, there’s a new company using AI called Yoodli. I think it’s Y-O-O-D-L-Y or D-L-I, Yoodli. And they’re trying to help people in terms of presentation and conversational speech. Look into a camera, open their app, speak, have it analyzed six ways from Sunday, using AI, and also attach, using feedback mechanisms, to people that you supply emails for so you can bring in that feedback, try again, and then have the program once again assess how you’re doing on a variety of ways.

I think AI, in terms of helping people study their interpersonal communication is a host of tools emerging there that people are going to enjoy in the coming years.

Pete Mockaitis
Cool. And do you have a favorite habit, something you do that helps you be awesome at your job?

Todd Dewett
Yeah, I’m into humility because I’ve got plenty of go-go power in me, plenty of ego. And if you are like that, then you’re going to fail eventually. We all do. And so, I like to remind myself on a regular basis that I don’t know it all. And I like to remind myself of my favorite failures, no joke, because those are the things that make me think through what I’m doing now a little more thoughtfully, which is terribly, terribly useful.

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

Todd Dewett
In general, yeah, outside of this book, I have a few that always stick with me that I love to share. Probably the most common is that “More is always possible,” which sounds like a motivational speaker, which is one of my hats, would say. The science actually backs it up. One of my favorite stories ever involves my ex-wife/one of my best friends, who had asthma yet somehow learned how to train for a marathon.

And when she was done, we’re having a conversation, and I said to her, “Wow, can you imagine what more you could possibly accomplish?” She never even dreamed of this because she didn’t think it was possible, and it blew her mind, and she’s been thinking about it and excelling ever since. More is always possible.

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

Todd Dewett
Well, thanks for asking. There are two obvious places. One is my website DrDewett.com, that’s D-R-D-E-W-E-T-T.com and the other is my favorite social media platform, which is LinkedIn. I would love to chat if this brings up questions from anyone listening. Find me on LinkedIn and connect. I’d love to chat.

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

Todd Dewett
I would say just don’t assume you know it all and stop blaming others, which is so easy and sometimes justified but never productive, and ask yourself what you can do differently to continue improving.

Pete Mockaitis
All right. Todd, this has been a treat. I wish you much luck with Dancing with Monsters and all your adventures.

Todd Dewett
Thank you, sir. Appreciate it.

692: How to Optimize Teams and Drive Engagement Using Data with Mike Zani

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Mike Zani says: "You need to modify yourself to get the most out of your people."

Mike Zani shares data-driven approaches to improving your team’s performance.

You’ll Learn:

  1. What businesses can learn about teams from baseball 
  2. The top two predictors of team performance
  3. Top three do’s and don’ts of effective teaming

About Mike

Mike Zani is the CEO of The Predictive Index, a talent optimization platform that uses over 60 years of proven science and software to help businesses design high-performing teams and cultures, make objective hiring decisions, and inspire greatness in people. Its 8,000+ clients include Bain Capital, Blue Cross Blue Shield, DoorDash, LVMH, Nissan, Omni Hotels, and VMware. Zani is also the co-founder and partner at Phoenix Strategy Investments, a private investment fund. An avid sailor, he was coach of the 1996 US Olympic Team. He holds a BS from Brown University and an MBA from Harvard Business School. 

Resources Mentioned

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Mike Zani Interview Transcript

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

Mike Zani
It’s great to be here. I think that’s an important task. Got to be awesome at your job.

Pete Mockaitis
Well, I think so too. And you’ve really done some homework on how that happens and I’m excited to dig into that wisdom with The Predictive Index and your book The Science of Dream Teams. But, first, let’s hear about you coaching the 1996 U.S. Olympic Sailing Team. How’d that go?

Mike Zani
That was one of the most romantic times of my life where you’re living some bizarre dream with these amazing athletes, and Muhammad Ali lights the torch for the ’96 Olympics in Atlanta.

Pete Mockaitis
I remember that.

Mike Zani
It was pretty awe-inspiring. And you get to work with these amazing talents, coaching these athletes. But I think it was back then when I started down a people path, trying to figure out how to modify myself to get the most out of your athletes because everyone sort of learns differently and has different styles. And when do you use analogies? They work great for some people. When to be super literal with others? Who can handle negative feedback immediately? Some people can’t. And how to weave, come in where it’s not quite as negative, it sounds more like growth feedback? But it was that journey with those athletes that I think started me on this, and I did not know it at the time.

Pete Mockaitis
That’s cool. That’s cool. Well, not that it’s all about the gold but I don’t actually recall how the 1996 U.S. Olympic Sailing Team did. How did we do?

Mike Zani
We had two medals out of ten events. It was actually pretty disappointing unfortunately.

Pete Mockaitis
Well, that’s cool. It was not as many as you hoped before.

Mike Zani
It wasn’t. And my star athletes, Kristina Farrar and Louise Van Voorhis, were in medal contention for nine of the ten days, and finished in fourth which is a very tough place to finish.

Pete Mockaitis
Oh, fourth, yeah. I hear you. Well, how did you cope with that?

Mike Zani
I think it’s different for the athletes. It definitely impacts them in different ways but I saw a lot of athletes who fell short of their goals and they never really sailed competitively again. They were doing it for this thing, to do something as unbelievable as the Olympics. They maybe weren’t doing it for the love of sailing. And that’s probably important, to have a love for what you do so that you keep doing it. You see those long-distance runners who, they may not run competitive marathons anymore but they still run 50 miles, 100 miles a week because that’s what they do.

Pete Mockaitis
Got you. That’s cool. That’s cool. Well, let’s dig into The Predictive Index. First of all, that’s a great name. I like predictions, I like index, and the name itself has a promise within it. What’s your organization all about?

Mike Zani
The Predictive Index helps companies sort of optimize their talent, and, we do it with a series of algorithms through assessments which feed the data model on the software, which gives companies the information they need, pre and post hire, ideally in their time of need. And we have about 700 certified partners who work with our clients to take that data from the software and from all of the algorithms and the assessments, and help bring it to life within organizations.

And the way I like to say it is every CEO has got a strategy, some good, some bad. Most have a one- to five-year financial plan to support that strategy but tragically few of them have a talent strategy. And strategies do not execute themselves. It’s the people who execute them. And it’s really surprising, most people have just boxes in Excel saying, “Hey, I’m hiring five people in Q1,” and there’s nothing about what type of people they need and what are the gaps, and how they’re going to fit on this team, and how do they change the culture, and are they high performers. And what about the ones who are there? How is it going to impact the ones that are already there? And that’s what talent optimization does.

Pete Mockaitis
And so, what is the impact of using your platform versus just kind of, I guess, winging it or doing what everybody else does?

Mike Zani
Yeah, I think our number one competitor is not some other company. It’s people using the old way of doing things. Things like unstructured interviewing with resumes, which are among the greatest fiction in all of business. And somebody walks in and they have a neck tattoo and you just can’t get used to that or comfortable with that so you don’t hire them. And you hire people who sort of think the way you think or you promote people who think the way you think because you have more comfortable interactions with them as opposed to maybe creating more diverse teams.

So, I think when people aren’t doing this, some people get it right, more often than not, but that’s not very scalable. There are those gifted talent people who really invested in their own tools and frameworks. But this is really trying to make sure that you can bring it to every company, sort of a systems approach to, “How do you hire right? How do you build world-class teams? How do you make sure that the interactions between people are really optimized? How do you make sure you have an engaged and high-performing organization?” And even with all the tools, because people are messy, we still get it wrong 10%, 15%, 20% of the time. But it’s better than the two-thirds of the time that most people get it wrong and doing it the old way.

Pete Mockaitis
Well, those are some interesting figures there in terms of how do we measure right versus wrong? And are those figures fairly accurate in terms of “Yeah, without this stuff, you probably expect to be right only a third of the time versus four-fifths of the time you could be right.”

Mike Zani
Yeah, it is hard to do that. Without really great performance analytics, it’s really hard to take it from the world of qualitative to quantitative. I think we can learn a lot from sports. In sports, 30 years ago, they used to do the same thing we did in business. Scouts used to go look at recruits in baseball stadiums and look for the five tools of, say, baseball: their running ability, throwing ability, hitting for power, hitting for average. And they would look at these tools and sometimes quantitative, most of the time it’s qualitative, and they got it wrong all the time. Five out of 100 players recruited made it to the major leagues.

And then they adopted sabermetrics using stats and analytics to predict, part of the name that you like, predictive index. How do you predict who’s going to be a higher probability to get to the major leagues and contribute? And not just contribute, it’s also contribute for the dollar, because not every team is the New York Yankees that can spend millions of dollars. It’s sort of you need to have performance for the buck.

And that attitude that sport took on, starting in baseball, they’re 30 years ahead of us in this process in terms of business because they’ve got great metrics, they’ve got great performance data. And until you have great metrics and performance data, you’re kind of guessing, “What was right? Is this a good team for this job to be done?” And we’re just starting to be able to get there so that you can have a learning machine so that you can hire, promote, manage, craft teams to super high performance and then track that performance, and, “We didn’t quite get that right. That was a good team but not a great team. Let’s keep working on that.”

Pete Mockaitis
That’s cool. Well, so you’re summarizing a lot of your wisdom over the years in your book The Science of Dream Teams. It sounds like we’ve covered it here. But what’s sort of the big idea? Is that it’s all about using science and data to engineer dream teams? Or, how would you summarize your core thesis?

Mike Zani
I think it’s a journey on yourself. There’s really a call to action for each person who manages people, and I don’t just mean managing down. I mean, managing across and managing up, that you have to adopt this discipline to have great relationships, and it actually starts with yourself. You have to know yourself. Be self-aware. Know what the things you’re good at and try and play the game on those terms. But also, just as clearly, know the stuff that you’re not good at and make sure you understand those triggers.

I think once you become that self-aware leader, you can really start attracting talent to you. And even if you’re an individual contributor, the best managers want you on their team, and you can then do that. You’ve got a culture of performance. You’ve got a culture of being engaged. You’re one of those people who always add value when you’re around your team. And you can go on this journey.

And I think the book is really a call to action to change the discipline, to take it out of the old way of subjective, qualitative, and bring it into a newer way where you can start bringing data to the equation, and we’re really in the early steps of this. The data is just starting to come on and we’re just starting to create these learning machines and prediction so that you can articulate whether you’re going to be a good fit for XYZ role on this team, doing this strategy. And it’s great because it’s tantalizingly close and a lot of companies are getting there.

Pete Mockaitis
Well, so can you walk us through in practice, like we’re thinking, “Okay, we got a role, we got a candidate, or maybe we have many candidates, how do we choose? What are sort of the step-by-step here?”

Mike Zani
Let me give you an example. I know that you’re a former consultant, high-end consulting firm. Am I allowed to mention the name?

Pete Mockaitis
Oh, sure. I’ve mentioned it too many times for some of our listeners, according to the surveys. I’m sorry about that, guys.

Mike Zani
Okay. So, Bain & Company. So, at Bain & Company, you’re constantly reassembling teams into work groups based on an engagement. You might have one partner on the project, a couple of managers, half a dozen, dozen consultants and associates, and you’re constantly reassembling these teams every few months depending on the work.

And what you’re trying to do is determine, “What is the work that needs to be done on this engagement?” and then, “Is this team a good fit for that work?” So, in order to do that, we’ve mapped behavioral analytics, psychometric tools, to strategy so that, let’s just say, you’re on that 10-person team. We’ll call it a 10-person team. And you can look at the team, “Are we homogenous behaviorally or are we heterogenous behaviorally? If so, what gaps do we have? Where are we homogenous?”

And then, we can actually find out, “Are we aligned on our strategy? What is our strategy? Are we aligned on it? And is that team, as it’s currently assembled, a good fit? Maybe it’s an okay fit.” And then you’re like, “Well, what are the gaps? Okay, there’s a couple of gaps. Can we stretch to get there? Is it an easy stretch? Is it a hard stretch? Can we augment this team with some other things? Can we actually change out a few players?”

And the reason I’m picking your consulting team, because changing out a player on a consulting team, you just go to another engagement. It’s not you’re getting fired. And it’s in these reassembling teams that you can create super teams for the work to be done because a team is not inherently good or bad, but they might be a good or bad fit.

Now, I use an example. If I took the senior team for Mass General Hospital, center of excellence hospital in Boston, heavy research, they’ve got some of the best doctors, some of the best research, tons of money, and they’re near the cutting edge but they also have The Hippocratic Oath, “First, do no harm,” so they’re inherently risk-intolerant. They are not going to be a good team to do a startup and they wouldn’t be a good team. If a private equity firm, like Bain Capital bought Mass General, so we’re going to do a rollup of every center of excellence in every major city.

The senior team that might’ve been great at running a single center of excellence is not going to be the team to run that rollup for the private equity firm trying to put together a massive organization because they’re not going to have the risk tolerance. They’re not the right team for that job. So, it’s like assemble the team to do the work they’re supposed to do and unlock that potential and find out where there are gaps. If a strategy changes, you’re like, “We’re going to need to stretch, add someone, take someone away.”

Pete Mockaitis
Well, so we talked about the fit. I’m thinking, I’ve been playing some Tetris lately, so I see that in my mind’s eye. So, we’ve got what is demanded of the team, certain things are necessary. And then we’ve got what the individual teammates are bringing to the table. But how do we break down the whole universe of work into a manageable set of is it parameters or competencies? I’m thinking about the Korn Ferry list right now. So, how do you break it down? Like, how many parameters or drivers or factors are we looking at? And how do we measure folks on them?

Mike Zani
There are numerous, numerous parameters you could measure, and Korn Ferry’s competencies are a good form of measurement. You’ve got these frameworks that say, “What are the skills? What are the competencies needed?” But more than skills and competencies, one level higher in prediction, the number one predictor of workplace performance is cognitive fit for a role, making sure the person has the cognitive capabilities, the learning capacity, the ability to manage complexity to deal with the requirements of that role.

Pete Mockaitis
I guess with cognitive fit, what is it they call it, G, general intelligence? I mean, are there sort of multiple flavors of cognitive fit? Or is it just all sort of like raw smart that’s going to show up, like on the GRE type cognitive stuff?

Mike Zani
Actually, you bring up a really important element of cognitive science. If you do a short format test, like a 12-minute assessment, you can see the sub-facets of cognitive, sort of linguistic, mathematical, spatial, abstract reasoning. But you have to take a longer format cognitive assessment to be able to have high degrees of validity that those sub-facets, the importance.

But, in an ideal world, if you had the time, and not every organization wants to have their people take a 90-minute cognitive assessment. It might be too much load, but you would have diverse teams. Let’s just say you’re amazing mathematically but I’m really good spatially, and we’d be a great match. And then when we’re going to publish our findings, we’re like, “Well, who’s the person really good linguistically who can write this stuff really well?” and putting together diverse cognitive teams, and you might even have people who have gaps.

And the beautiful part, if you look at the sub-facets, language is the biggest bias in cognitive-based assessments because it picks up socioeconomics, especially in the United States, and it’s a testament of our education systems. But lower socioeconomic categories do worse in cognitive, especially in the verbal part, and that picks up race and ethnicity in the U.S. which needs to be corrected for, so you cannot use cognitive as a single variable disqualifier for a role or you’ll create bias on unfortunate points like race and ethnicity.

Pete Mockaitis
Okay. So, we got to make sure we got the cognitive stuff. It’s like your brain can handle what’s going to be thrown at it, and so we might get a quick view in 12 minutes versus 90 minutes. By the way, what are these tools we’re using to assess in 12 minutes and 90 minutes?

Mike Zani
There’s thousands of cognitive assessments. Ours happens to be a short format that is used whether you’re a Subway sandwich artist or whether you’re a Ph.D. in biotech for Moderna. And, actually, it’s important because say, you are a Subway franchisee and you’re hiring temp workers, mostly high school and college kids for the summer, to be sandwich artists, the cognitive requirements for that role are not massively high.

But if you have a choice, you want the higher end of the range because you’re teaching them how to bake bread, how to make sandwiches, rules and processes, maybe it’s procedures for like a pandemic where you have sanitation requirements. But you don’t need the same cognitive requirements of the Ph.D. running a biotech firm. That’s legitimate. You need someone with cognitive requirements that are probably in the top decile, and you’re building those teams.

And this is no different than, “Hey, this person is fast.” You’re like, “They’re fast for a linebacker but they’re not fast for a wide receiver.” You have different requirements for the role.

Pete Mockaitis
Okay. And now I’m curious, can you have too much of a good thing in terms of if your sandwich artist has too much cognitive power, are they going to be bored and say, “This job is lame. I’m out of here” and bounce kind of quickly? Or, is your view like, “Hey, the more the better”?

Mike Zani
Actually, there was a famous lawsuit with a detective agency where they disqualified a candidate to be a detective because of too high of a cognitive, and it went to the, I think, the State Supreme Court. The police department was saying, “Hey, it takes like three years to make a good detective. There’s a lot of learning and the job is not as exciting as it is on TV. It’s actually a pretty mundane, boring job, high repetition.” And they’re like, “What we found is that high-cognitive people get frustrated at the pace and challenge of this job and move on, so we don’t want to train you for three years for you to leave and not be a productive asset,” if you will.

And so, it’s interesting, the actual scientific data does not say that you can have too high a cognitive that your performance goes down but the curve flattens. So, it’s not like if you’re three times as smart, if you’re 99.9 percentile versus 92, it’s going to be so indiscernibly different that it’s other factors that are predicting success. So, it does flatten out.

Pete Mockaitis
Sure thing. And so then, I guess, it’s really down to personal preferences. First of all, what happened with the State Supreme Court case? How did they rule?

Mike Zani
You’re going to have read it in the book.

Pete Mockaitis
Okay.

Mike Zani
I’m kidding. I’m kidding. No, the police department was exonerated. They had a process. They were looking at the data, and they said that, “In our estimation, people with this criteria will churn more, and we have a high cost of training.”

Pete Mockaitis
Okay. So, that can happen. And so, generally, it seems like more is better but if it’s oodles and oodles more, you might have a different problem to contend with in terms of churn rate as opposed to performance. So, that’s the number one predictor, is the cognitive fit, “Do they got the mental horsepower to get it done?” And you’re about to tell us number two but then we went deep.

Mike Zani
Well, I think it’s behavioral fit, and some jobs have very tight criteria. You think of sales. The sales role, highly predictive, high dominance, low patience, great risk tolerance is highly predictive of sales success. And what’s interesting, three are subclasses of sales. You might have collaborative sales per big enterprises where one person is starting the sale process but you’re bringing in several other people to support it, like there might be sales engineering, there might be a customer service team that comes in. And that person is going to need more collaboration and more people skills to do that quarterbacking.

There could be highly technical sales which, if you’re selling data security, cutting-edge data security into the C-suite, CIO, and the tech teams, and the really brainiacs on the other side who are all introverted, you’re going to want a very introverted highly technical, high-detail oriented, high formality sales process. So, there’s sub-facets.

But then there are some roles, like product, that are completely open behaviorally. You can have success in product development with almost any behavioral profile but then you want to look at not the fit for the role. You want to look at fit for the team. Because if you already have eight people on this team, and maybe they’re all one profile, you don’t want more of that. You want some diversity, or the manager of that team might be like, “I’ve already got two of those. I can’t handle a third. They’re good but they’re a real handful with my personality, and I’m the manager of the team.” So, you start crafting and architecting.

But the short story is, some positions are really open from a behavioral benchmark and some are much tighter. And we provide companies tools so that they can actually create those benchmarks, as well as we feed them from our data source. We feed them suggestions, “For roles like these, we suggest these behavioral profiles,” but then we let them refine it for their companies.

Pete Mockaitis
And just as we sort of segmented cognitive fit into the four sub-facets, you talked about a behavioral profile. What are the ingredients or sub-facets that we can characterize people on as being high or low and that really matter?

Mike Zani
Each tool is different. Our tool measures four primary factors that are commonly found in the workplace: dominance, extroversion, patience, and formality. And we measure it in high or low on a normalized Bell curve. So, there’s someone who could be four standard deviations high dominance. And while you might want high dominance, you may not want that much.

And then we actually measure combinations of those factors. So, high dominance and low formality make you very risk-tolerant. Whereas, high formality and low dominance makes you highly execution-oriented and risk-intolerant. So, it’s not just the four factors that you measure but the interplay between them that’s really important.

Pete Mockaitis
Well, boy, this is fascinating, and so a lot of juicy conceptual stuff to ponder. I’d love it if we could maybe shift gears a bit, Mike, and hear some just, boom, best practices, whether someone is going to go deep into these fun assessments or they’re not. What are the things that professionals need to start doing and stop doing to have more dream teams according to science?

Mike Zani
I think the number one thing that people need to stop doing is overweighting their own opinion. Human beings are so good at heuristics. So, you can see a dog and, within milliseconds, know, “Is a type of dog that I want to pet? Or, is this a type of dog that I want to pull my hands back, and I’m concerned?” To even the point of, “Is this a dog that I should be running from?”

And so, we’re good at that heuristics, and false negatives are false positives happen all the time. We’re actually, we’re good at the heuristics but our rates of being right and wrong are really bad, so like about 50%. But if you run from a dog you shouldn’t have, then you just look silly, but you’re still safe. So, it’s a good thing and we’ve evolved it through evolution. But those same heuristics will say, “Is Pete giving me eye contact? He looks kind of shifty.” And that’s a false read, “Maybe when Pete is thinking, he’s introverted and looks to the side.” That doesn’t mean it’s good or bad.

So, people bring all of these conscious and unconscious bias to bear. And then, like driving, if you interview drivers, 90% of people think they’re above average at driving, which is impossible. I think the same holds true, 90% of people think they’re a good read of people, they’re like, “Oh, yeah, I’m a good read. I would not hire this person. This is not a good idea.” And they’re wrong, and they have these biases. First and foremost, we need to get rid of that. And if you don’t get rid of that, you’re going to continue doing it in the third of the time getting it right.

I think the next thing people need to get rid of is the over-reliance on what we call the briefcase, which is the resume. There’s the head, the heart, and the briefcase. And the briefcase is the book of experience you’ve had, you’re like, “Pete, you’ve had three great jobs in customer service. You’ve had it at companies a lot like ours, and you’ve kept going up the line from individual contributor to manager to director. We want you to be the senior director of customer service at our firm.” And that makes sense. It sounds good but teaching someone customer service, literally if you break it down, takes a month.

And finding someone is a good manager really has nothing to do with their resume. So, you can throw out a lot of that resume because it’s a false reliance, you’re going, “Oh, this person must be great at customer service.” And there are roles that you need a lot of experience, “I want my surgeon to have done this surgery a few times before,” but most of the roles in business are not mission critical like surgeon.

You can train this and companies under-invest in their learning and development, so that you can hire thinner resumes and train, but don’t shortchange the behavior, the cognitive, and the passion, the heart, making sure they’re a good fit for your organization, and they have the type of cultural qualitative stuff that will succeed in your organization, that gets them up in the morning.

Pete Mockaitis
I’m intrigued by…so we talked about the cognitive and the behavioral, and so we got assessments for that. How do I get after whether they got the heart?

Mike Zani
It’s difficult. Those tests are really hard to do predictably. I want to pick on grit. I think grit is an amazingly cool sort of metric to try and get your arms around. So, Angela Duckworth wrote the book Grit, and I got to ask Angela, “How do you measure grit in mission-critical situations?” And she goes, “It’s very difficult because the test is easy to game. You ask questions like, ‘When faced with a challenge, do you roll into the fetal position or do you assault the hill?’”

Pete Mockaitis
Never. Always.

Mike Zani
And you’re like, “Hmm, I normally roll in a fetal position but I don’t want to tell you that so I’m going to check the climb the mountain.” Now, there are ways to test for grit. If you look at the Army and bootcamp, you take these rookies through bootcamp, and it’s really hard to fake bootcamp for whatever it is, 12 weeks. So, at the end of bootcamp, they know, they’re like, “This batch of people has a lot of grit. This middle, these, not so much.” But most people don’t have 12 weeks and a bootcamp to measure that factor.

But we coach people to have structured interview processes around their culture. So, you’re trying to get people to test themselves in or out of the culture, that if I realized that, let’s say I’m running a nonprofit mission-driven organization, and speaking with you, I’m realizing, “Pete, you seem pretty financially motivated.”

Pete Mockaitis
Cash is king, Mike.

Mike Zani
I’m like, “We do not pay top 50%.” That’s right. And I’m like, “If you’re not connected to this mission, you’re not going to make it here because you’re going to want to make money and have promotions beyond what social enterprises is willing to do at this time.” So, you need to really send like a beacon, your culture, your cultural mores, your way of working, and get people to be like, “I really want to be part of it,” or, “That scares me. I don’t want to be at all part of this.”

And people can start self-selecting in or out, but you really need to broadcast loudly and have some structured interviewing to help find out what’s at heart, and it’s still difficult. It’s easier with internal hires than with fresh material from the outside world.

Pete Mockaitis
Yeah. Well, that’s handy. Well, lay it on us, any other quick do’s and don’ts that we should keep in mind for getting more dream teams going?

Mike Zani
Yeah, I really think you need to train your managers to be good managers. I think the management construct is a little flawed. So, if you’re a good performer individual contributor, they start giving you resources. You manage a process at first and you hold people accountable to that process. You might manage a project and then you do a good job, and they give you more resources. Soon, you have people reporting to you and a little budget. And then you wake up in the morning, going, “Gosh, I got to manage my people. How do I do that?” So, you look back and you say, “Oh, I had a good manager once. I’m going to manage like them.”

And that just means that that manager managed you the way you wanted to be managed and that’s why you thought they were good. We need to teach managers to modify themselves to be flexible and pliable in their styles so they can actually get the most out of their people. And I go back all the way to the first comment about the Olympics when, even as a coach, even as a teacher, you need to modify yourself to get the most out of your people.

And I think when a manager realizes their job is to leverage their skills to get the most out of their people, that is what managers should do. We have to reinvest in the development of our management corps so they really can be world-class managers of people, so they can get the most out of their dream teams.

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

Mike Zani
No, I would say if you are unhappy with how stuff is being done, talent is being managed in your organization, look at your organization and find out, “Does the head of talent, whatever they’re called, chief people officer, chief human resources officer, are they reporting directly to the CEO or not?” I think that is the number one predictor of whether a company takes talent seriously. Because if you think the two most important assets in a modern business, first, people, 65% of an income statement of your expenses is people or people-related.

So, the new triumvirate is the CEO, the CFO, and the Chief People Officer. And that Chief People Officer better be reporting to the CEO because why wouldn’t the most important asset, 65% of your expenses, be reporting to the Chief Executive Officer? So, you can find out whether your organization is taking it seriously.

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

Mike Zani
Yeah, Sir Francis Drake wrote this prayer when he had to tell his crew they were sailing around the world, and the only one who had ever done that before was Magellan, and most of them died.

I’m not going to quote the whole poem or prayer, but he does say, “Where the storms will show your mastery,” and I always hang onto that because I think when things really start going sideways, like the beginning of the pandemic, that you have to dig deep for the whole team the entirety. Like, the storm is going to show our mastery and we’re going to get through this, and we’re going to prove that all the work and all the talent that we have comes to bear right now.

Pete Mockaitis
And a favorite book?

Mike Zani
I’m going to go back to The Goal.

Pete Mockaitis
Oh, yeah.

Mike Zani
The reason I like The Goal is once you learn that concept of looking for the bottleneck in everything you do, take a systems or operations approach, you actually see it everywhere. I see it with my kids, they’re like, “I need more socks.” I’m like, “No, you don’t. You need to wash your socks more.” I love The Goal. I have two boys; we have a lot of sock problems.

Pete Mockaitis
That’s good. And a particular nugget you share that really seems to connect and resonate, it gets quoted back to you often?

Mike Zani
There’s this concept that I mentioned in the book, and you may know the framework creator, Jim Allen. He’s a partner in the UK office of Bain, came up with, “Front of T-shirt, back of T-shirt.” And front of T-shirt is all the things that you’ve been given jobs for, your superlatives. You puff up your chest when you hear them and your mom would probably rattle them off. The back of T-shirt stuff is not as easily identifiable for the wearer of the shirt. But people who know the subject know the back of T-shirt and can say it just as loudly as the front but only when they walk away from you because it’s inappropriate to say it.

So, the really self-aware person looking for what’s on the back of your T-shirt, finding out these things that can manifest themselves at bad times and take you out. The reason Jim Allen brought this up is if you’re about to become a partner at a major consulting firm, the front of T-shirt is clear. You wouldn’t be there if you didn’t have a massive front of T-shirt. But it’s, “Are there things in the back that’s so out of control or egregious or triggered so frequently that we just can’t let you get to that next tenure level?”

And this framework has a lot of legs, and it’s in the book, I mentioned it. I give Jim Allen credit as often as I possibly can. But a lot of people really go on to that because going on a journey to find out, “What’s on your T-shirt? What’s on the front? What’s in the back? What are the triggers? How do they take me out? And how do I live with it because you’re never going to get rid of these things?”

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

Mike Zani
For the book, I would point them to DreamTeams.io, that’s the book’s website, and you can take some free assessments there, and read a sample chapter. For more about The Predictive Index, PredictiveIndex.com has a lot of content on talent optimization, all free that you can really start snacking on to start learning about this discipline change that we all need to go through.

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

Mike Zani
Yeah, create better workplaces. I think if we send home our workers more energized because they enjoy what they do, we’re going to create a better world, create better parents, spouses, homeschooling individuals, community members. So, create better workplaces. We spend too much time working there to let people go home de-energized and unhappy.

Pete Mockaitis
All right. Well, Mike, this has been a treat. Thank you and I wish you much luck to be on many dream teams in your future.

Mike Zani
Pete, thank you for having me and I really appreciate the work that you do.

631: Accelerating Growth through Coaching with Andrea Wanerstrand

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Andrea Wanerstrand says: "It's not in the doing; it's in the being that differentiates you."

Andrea Wanerstrand shares how widespread coaching has helped transform Microsoft.

You’ll Learn:

  1. Why curiosity is the secret sauce to growth
  2. Three coaching approaches that accelerate growth
  3. How to get into the coach mindset

About Andrea

Andrea Wanerstrand works with leaders across the globe in transforming their teams to keep pace and get ahead in today’s digital market through developing leadership and management capabilities. She is an International Coaching Federation (ICF) certified executive coach, serves as a global board director with the ICF, and leads the global coaching programs at Microsoft. 

With a business strategy focus, Andrea has 15+ years of international experience in organizations from 50 to 100,000+ employees with a multi-industry background including Technology Solutions & Services, Business Management Consulting, and Telecommunications. Expertise in leading the development and management of large-scale global talent lifecycle & development programs specializing in sales, marketing, technical operations, and customer service organizations. 

Resources mentioned in the show:

Andrea Wanerstrand Interview Transcript

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

Andrea Wanerstrand
Hi, Pete. How are you today?

Pete Mockaitis
I’m well. I’m well. I’m excited to dig into your story and your wisdom. But, first, I want to hear, there’s an interesting backstory to your name of which we practiced the pronunciation several times beforehand. What’s the story?

Andrea Wanerstrand
Well, Wanerstrand is my husband’s name. I took on his clan name, if you will, and he is the only American citizen in his family. It is a Swedish name. It’s actually Lake Warner which is the largest lake, and strand is shore in Swedish. And, yes, I was dating him for about a year before I could even spell it properly or pronounce it.

Pete Mockaitis
Oh, sure thing. Well, I don’t think that’ll be hard but I will, I’ll call you nice things and we’re going to hear some nice things, talking about coaching, and coaching cultures, and the benefits, and your Microsoft story, but maybe let’s zoom out to fundamentals. At the core, can you tell us how and why coaching boosts performance?

Andrea Wanerstrand
Well, at its core, the technique of coaching really is drawing on the wisdom within the individual that already exists. It holds them whole, capable, and resourceful and it allows curiosity to come forth. And it’s a technique that each of us can use to really help those around us get clear with their objectives, get clear with what they want to accomplish, and get clear in understanding how capable they really are.

Pete Mockaitis
Okay. Well, that sounds like some great stuff. And I’ve experienced that on both sides of the coaching table, I guess, as a coacher, just the coach, the coach or the coachee. And so, can we put maybe some numbers on this? I know that there’s a human capital report with ICF that you’ve done some work with. Could you lay the case out in terms of benefits for individuals and organizations and figures? What are we seeing?

Andrea Wanerstrand
Well, ICF actually has come out with some even more recent studies but what we definitely see is that managers and leaders, and particular in organizations, that show up more coach-like outperform their colleagues and they’ll see it in the work health index in double digits, if you will. So, many companies and managers have employee polls as to how supportive their manager is or how effective their managers are.

So, the industry itself, at large, shows that when managers and leader, and us as individuals with our teams, show up more curious and show up more coach-like, i.e., we’re not asking folks in business necessarily all become professional coaches, but what the survey show, as well as the research data, is that you will see greater performance and greater autonomy across your teams when you enable them through the power of coaching.

Pete Mockaitis
Okay. And for those who are not as familiar, what is the work health index?

Andrea Wanerstrand
Work health index, that’s a great question. So, in many corporations, there is an employee poll, asking questions of like, “Does your manager coach you? Do you feel supported? Do you see yourself advancing in this organization?” And so, it’s really about the health of the organization. And this is a global type of measurement, managers are often measured to the score that they get in that. And what we find is those that we have taught to be more coach-like score significantly higher and have more engagement with their employees.

Pete Mockaitis
And so then, I imagine the work health index and engagement figures are then, in turn, linked to all sorts of other great outcomes in terms of people have more creative ideas, they stick around longer instead of trying to jump ship as soon as they can, etc.

Andrea Wanerstrand
Well, absolutely. What you see is retention. You see actually greater business outcomes. So, it’s really when folks feel empowered, when folks feel confident, they’ll achieve greater results. And so, depending on what industry or business you’re in, the power of being more coach-like with your team, if you’re a project manager or if you’re a people person, people leader, if you will, the results are very similar in the fact that when you enable innovation and creativity through the power of coaching, you’re going to get extraordinary results compared to those that perhaps don’t embrace a growth mindset. And we look at curiosity as the underpinning of a growth mindset, and the lever for curiosity in organizations is coaching.

Pete Mockaitis
Okay. Growth mindset, to curiosity, to coaching, I see that channel pathway. It makes some good sense to me. And so, I’d love to get your sense for maybe beyond the numbers and the conceptual. What do you see, hear, feel on the ground level in terms of individual contributors and manager’s experiences at Microsoft? Like, have any benefits sort of surprised you or things that you’ve heard folks say and make you go, “Oh, I guess that’s also great from coaching”?

Andrea Wanerstrand
What I’ve found is that many of our sales folks, their individual contributors in the organization, they’re using the curiosity with their customers. So, Microsoft, in particular, was a very licensed transactional company for many, many years, and then we moved into the solutions world as we moved to the cloud. And in that, you have to understand what your customer is going through, what their needs are, how you can help them.

And the power of coaching such as, “What’s on your mind?” or, “What’s the real challenge going on here?” and showing up with curiosity has allowed the connection with our customers to be accelerated, it takes less time to actually get to something that’s something actionable and has an outcome for our sellers when they deploy these types of techniques with our customers. So, there’s that.

Our managers, as they’re becoming more coach-like, they’ve upped their capability to be able to identify in the moment, you can coach in 10 minutes or less. It’s just being more coach-like. They’ve upped their capability for identifying coaching moments when, really, that individual just needs a confidence boost rather than being told what to do.

And so, we’re seeing results on both sides of the coin, if you will. Our individual contributors are utilizing the techniques of being more coach-like and utilizing the growth mindset with our customers. And then, also, even managers are using it with their teams. And there’s a cascading effect when the manager uses it and the employee uses it, and then the customer benefits.

Pete Mockaitis
That’s cool. Okay. So, benefits all around. Well, then, having established that, folks are buying, “Okay, that sounds cool. Let’s bring it on,” can you share with us the story in terms of how did this come to be in terms of start at the beginning? What happened with Microsoft that led us to embark on this coaching journey? How did the narrative kind of unfold there?

Andrea Wanerstrand
Sure. I don’t think it’s any surprise that Microsoft at one point in our history, and not so long ago, was considered kind of the old school. You would see the Apple commercials against the Microsoft commercials where the Apple was the new sleek device and Microsoft was looking a little dated, right? We also, as I mentioned, we’re more transaction. We sold licenses to software but we’ve had to evolve our model. And now we are a solutions company and our mission has changed from putting physical devices on every desktop in the world to empowering everyone across the globe to achieve more.

And so, in order to have something big and bold like that, you’ve really got to embrace a different mindset. And when Satya Nadella came into our leadership, he really set the tone of what is a growth mindset and how is that different than how we’ve thought about before. And this is moving that dial from a know-it-all culture where we were the only game in town for a very long time, to, “Now we have competition. And how do we differentiate ourselves? And how do we expand and think of what is needed next as you saw marketplaces expanding?”

Things like Uber didn’t exist back then. Airbnb. We had classical definitions of what is a large account, and then you had these magical unicorns that were coming out left and right and using technology and innovation. So, that growth mindset as our cultural north star became very important. And in order to really foster the north star, one of my favorite quotes is Marshall Goldsmith’s “What got you here won’t get you there,” and so we really had to look at, “How do we scale?” We were not adding on people so, “How do you scale through others? How do you add on and accelerate?”

And the power of coaching, really that activation of curiosity and empowering a growth mindset, was the trigger that we thought was necessary. So, for the last few years, we’ve really been dedicated to expanding our leaders as well as our frontline salespeople with our curiosity through coaching.

Pete Mockaitis
Okay. And can you paint a picture for sort of what’s the current state in terms of coaching at Microsoft? I mean, it is expansive. Can you lay it out for us, like, where and how all is coaching being deployed?

Andrea Wanerstrand
Absolutely. So, we have some training efforts that we’ve done for our managers. In fact, all people managers at Microsoft are required over the next year to complete our core coaching habit training that we’ve done.

Pete Mockaitis
Is that the Michael Bungay Stanier coaching habit?

Andrea Wanerstrand
Yes, it is based on Michael Bungay Stanier’s work. We partnered with Michael and created a course within Microsoft that we have as an interactive course. It’s on what they call a MOOC platform, massively open online course. And it allows for folks to do micro-learnings, so bite-sized learning, as well as practice and cohorts, how to be more coach-like, and then actually go apply every week.

So, we created that with Michael a little over two years ago now. We launched it two years ago this January 2021. And from that as a baseline, we’ve now trained 93% of our global sales and marketing organization managers and 33% of all Microsoft managers as well as another 5,000 and growing individual contributors in our sales and marketing organization. So, it’s becoming a common language on the questions that we use, the Facebook question, “What’s on your mind?” that Michael kicks off with everybody. He calls it his kick-starter question.

But we also have melded that with our Microsoft values and our manager expectations of model, coach, and care. So, we’ve had that going, as I stated, about two years now. We also have ongoing kind of neuroscience reinforcement going on, I believe, in the power of social cognitive theory, which means at its simplest form, “I’m more up to do it if I see you doing it too.” And so, we have mechanisms in place to constantly be a drumbeat, if you will, to help people show up and be more coach-like.

Pete Mockaitis
Okay. Excellent. And then, so if…wow, 93% of sales and marketing, people managers, and then a third plus of all managers are there. To what extent do you engage with, I guess, hired guns or coaching pros as well?

Andrea Wanerstrand
Certainly. So, we look at coaching through three modalities, and this goes back to the Human Capital Institute’s research from 2016 with the International Coach Federation. We look at coaching as a service, which you’re talking about. We look at coaching as a capability that I just shared, so this, like manager and employee training on how to be more coach-like. And then a third one is coaching champions.

Let’s talk about what you called the hired gun but we call it coaching for service. Generally, this is done in a lot of organizations. Outside, external coaches are hired. They’re either hired to help a high-performer that is going to accelerate their work or sometimes it’s brought for a situation to do some course correction.

At Microsoft, we have certainly those traditional programs in place. We also look at democratizing coaching, i.e., letting it be available for different purposes throughout the organization. We’ve done some coaching on your coaching, bringing in external coaches for our managers. We’ve run a coach training program.

So, in particular, the coaching as a service is still a standard format for modality of coaching in our organization and we’ve gone deep in the last two years with coaching as a capability. And then we have a beautiful group of champions of coaching. And these are champions that are of being more coach-like in the capability section, as well as there’s over 200 and growing certified professional coaches across Microsoft that just happen to be coaches on top of their regular Microsoft day job and they all show up with a passion for curiosity and championing that throughout the organization.

Pete Mockaitis
Well, that’s really cool. And so then, that sounds like a substantial investment and so, globally speaking, so there’s reports speaking to the benefit impact of coaching in terms of the worker health index and engagement. How does Microsoft go about measuring the ROI? And, to the extent that you’re at liberty to share, does it look good?

Andrea Wanerstrand
Well, the great news is that we are seeing that year-over-year trending increasing. When we launched in January of 2019, it was right before our first employee pulse poll and so we really had a great baseline, and we are seeing year-over-year so we hope to see the trend completing. It is a journey though. Even in professional coaching, you start off in the International Coach Federation where you go through 60 hours of training, and then you get a 100 hours’ worth of actual application, and then you can finally test to be a professional coach.

And then you’re an associate and you need to now gather more hours to actually become a professional level. And then you need to gather a thousand more hours to become the master coach. The same applies when you’re doing coaching as a culture within an organization, asking managers and employees to have a growth mindset and be more coach-like. It is a journey.

And so, the great news is we see year-over-year improvement, and our managers are able to identify coaching moments, they understand what’s the difference between telling and actually coaching, and they’re learning to integrate it.

And so, again, we’re working through, “How do you integrate that into your everyday conversations? How do you keep the habit consistently and be able to show up as curious as possible, especially under stress?”

Pete Mockaitis
And I guess when I’m thinking about ROI, I’m specifically thinking sort of dollars in and estimates of dollars value created. That’s hard to do, estimates, assumptions. But how is that shaking out?

Andrea Wanerstrand
Yeah. So, now you’re going to ask me for some Microsoft specifics that I can’t give you all the exact details on but we are seeing significant acceleration in key teams, if you will, and all teams. But, in particular, when you look at those from an ROI, our folks are able to be differentiated and be able to change from where they were before and now accelerate the business.

So, I’m not at liberty to share the Microsoft physical numbers for you, but when I look at perhaps a team that did not…maybe was challenged in meeting their numbers before, and through adapting to a growth mindset, taking on being more coach-like, we are seeing year-over-year change and in the positive direction for them achieving the business results and, in many cases, exceeding the business results. We see numbers of managers that were perhaps more micromanaging doing more empowerment of their teams.

So, while I can’t give you a dollar amount, I can tell you that it is significant and it is of a nature that we see immediate business results. And if we weren’t, our senior leadership would not have embraced it, nor would they have made it a requirement for every manager in the company over the next year or two, again, this is a journey, to get trained on how to understand the techniques that can enable autonomy and empower your teams.

Pete Mockaitis
And if memory serves, the last time I looked at Microsoft’s financials on the revenue side, where the sales and marketing folks are getting lots of coaching love, it looks really nice. So, of course, there’s many variables of work but I guess we’ll leave it at that.

All right. Well, so then let’s really zoom in here. So, we have, was it, you said maybe 6,000 plus, was it, individual contributors have directly benefited and experienced some of this coaching goodness. Is that right?

Andrea Wanerstrand
Well, 6,000 of the individual contributors have actually gone through the coaching programs themselves so they could become coaches.

Pete Mockaitis
That’s huge.

Andrea Wanerstrand
And all employees, hopefully, in Microsoft, as we get our 16,000 plus managers through this, will hopefully benefit from the actual coaching techniques that we’re teaching.

Pete Mockaitis
Okay. Well, now, that’s the perfect segue. Let’s talk about these actual coaching techniques. So, we’ve had Michael Bungay Stanier on the show a couple of times, and I love his stuff, so, listeners, I recommend you check out those episodes. But you’ve seen it firsthand many times over. Can you share with us, what some of the top do’s and don’ts for being more coach-like? Are there some favorite tips, tricks, scripts, questions? If we want to go do that, what should we do?

Andrea Wanerstrand
Absolutely. So, first and foremost, if you want to understand the simple techniques of how to be coach-like, as far as coaching in the verb coaching, okay, versus being coach-like, Michael’s book The Coaching Habit and his The Advice Trap, his follow-up, where he talks about the three advice monsters so you can understand kind of the mental aspects and then the simple techniques, absolutely, absolutely highly recommend that.

Additionally, when we look at it in a business context, coaching is one of the techniques that we all have in our quiver. So, when we talk about showing up with a coach mindset, there’s an aspect of discernment that we ask each of us to have. And we all do it naturally as humans in conversations. You’re trying to understand, “Does the other person understand the concepts that I want to talk about?” so you’ll do a little bit of inquiry and you’ll move through that. You might do a form of evaluation. And you might actually realize that what you need to talk with the individual about is something that’s new to them or the challenge is really steep so you might have to do a little teaching.

But you might also need to give someone some feedback, and you can do that in a way where you’re looking at some missed opportunities or maybe positive reinforcement for a colleague on the team, and you can still be more coach-like in doing that. So, we talk about the techniques of “What was most helpful or useful here for you?” We ask the questions that Michael puts forth of “How can I help?” where you put the onus on the other individual to ask for what they want rather than you telling them what you can give, and you’re still a choice. We also have this aspect of mentoring where folks can learn from your scars that somebody can tread down the path and go past that.

So, for an individual with a coach mindset, we really look at not only the strong empowering technique of coaching, which is that folks can learn the most from self-discovery. We also encourage our colleagues to really embrace teaching, mentoring, and feedback, and learn how to do that in an integrated fashion to have the most efficient conversation that you can have that also is the most caring and empathetic conversation that you can have.

Pete Mockaitis
Well, that’s intriguing. The most efficient, also the most caring and empathetic. Can you say more about that?

Andrea Wanerstrand
Absolutely. So, in today’s world, more than ever in the current conditions, we are all stressed for time. We also are back-to-back to back-to-back, and I’ve heard over and over again, “I don’t have time to give them feedback,” or, “I don’t have time to coach.” But if we can show up curious with everyone we encounter, and, yes, I mean everyone, including your bank clerk or the grocery clerk that you’re giving your card to, to buy today’s groceries, the more you can show up curious in those micro moments, the more you’re showing up with empathy and connection to others versus overthinking or trying to solve the problems.

If you can really show up with curiosity, and let curiosity drive where you need to have your conversation go, and use the power of discernment, you will have a more efficient conversation, i.e., you can get more done in less time, and get to the heart of a challenge faster than when you jump in and try to give advice or try to solve it for someone else, that often becomes all about you rather than about them. And in empathy, it’s very similar. It’s all about them, it’s not about you. When we have sympathy, it’s about us. When it’s empathy, it’s about them. So, they really go hand in hand.

Pete Mockaitis
Okay. Well, I’d love it if we could do just maybe a couple minutes of demo here in terms of let’s say there’s a situation, and you can make one up, or I’d make one up, like, I’m a salesperson and I haven’t been hitting my figures lately. Or, if there’s another scenario you’d like to run with, we can do that. And so, can we see it sort of both ways in terms of the coach-like approach that you’d endorse and the not-so-coach-like approach that you’d recommend we try to steer away from?

Andrea Wanerstrand
Well, Pete, let’s do this. I’m happy to step in and show you what coaching looks like and what coaching doesn’t look like. Let’s do this. Pete, what’s a real challenge that you have right now?

Pete Mockaitis
Well, a real challenge I’m having is just our kids sleeping and me sleeping. They’re almost three and almost two, so we got two of them, right now. And, yeah, I guess I would love it if they did a better job of sleeping through the night or if I did a better job of falling back asleep when they holler for a minute and then fall back asleep themselves.

Andrea Wanerstrand
Oh, I could hear you. You know, having young ones, you don’t get sleep. I’ve got some great books that you could take a look at as far as like really some great ideas for sleep techniques. I don’t know if you’ve tried any sleep techniques. Have you tried some sleep techniques for the kids?

Pete Mockaitis
I have on my very desk Solve Your Child’s Sleep Problems by Dr. Richard Ferber, so, yeah.

Andrea Wanerstrand
Oh, okay. Well, that’s a good one. I’ve tried a few of them but when my kid was younger but it really sometimes you just got to do that tough love and let them just get to sleep. Have you tried that one?

Pete Mockaitis
Yeah, and I think we’ve made some headway in terms of the screaming is rarer and shorter, so that’s improvement. But, yeah, I guess, in the here and now, it just feels like a lot.

Andrea Wanerstrand
I hear you. I hear you. And it’s hard to hear those little ones. All right. So, everything I just did right there was not coaching. All right. So, first and foremost, I did maybe ask you, “What have you tried?” but I went right into what are some of the solutions I’ve used or I could’ve used, or like, “There’s experts out there.” So, let’s take two on that. Let’s see if we can have a different conversation on that.

Pete Mockaitis
Sure. And I’ll just chime in that it didn’t feel great in terms of, I mean, it wasn’t like horrible but I didn’t walk away…and the experience of it wasn’t like, “Oh, boy, Andrea really cares about me. She gets me. She’s connecting.” It was just kind of surface level, I guess, maybe in terms of any stranger might engage me at that level.

Andrea Wanerstrand
Yeah. And even then, it’s not like a great feeling stranger either, is it?

Pete Mockaitis
Yeah. And it’s not horrible, it’s just sort of like, “Yeah, okay. Well, hmm.” It’s like weather, it’s like, “All right, we could talk about the weather. It’s sort of what we’re doing here.”

Andrea Wanerstrand
Yup. And especially because I went in and I made it about myself, right? So, let’s try this a little bit differently. Hey, Pete, you shared with me that you’ve got some challenges going on with getting the little ones to sleep. What’s going on with that today?

Pete Mockaitis
You know, it’s funny, today, my sweet wife did the hard work last night and I was in a different location doing some better sleep. But it’s funny, it’s sort of like it’s followed me a little bit in terms of it’s like my body almost thinks it’s normal to wake up in the middle of the night, or maybe like at 5:00 instead of a 7:00 that I was going for, it’s like, “Aargh,” and I wanted to fall back asleep but I couldn’t quite so I said, “I guess I’ll clean the bathroom.”

Andrea Wanerstrand
I hear you. It really can play with your body clock as far as what’s night versus day. What are some of the things that you and your wife are doing to try to get some normalcy or some type of pattern going?

Pete Mockaitis
Well, I think we’ve gotten a lot more rigid in terms of, “This is the wakeup time and the nap time and the bedtime. And you may scream out for any number of comforts but those are no longer going to be provided to you, so learn to comfort yourself better.”

Andrea Wanerstrand
And how does that feel when you’re doing it?

Pete Mockaitis
Oh, it’s hard. It’s harder for my wife than for me. I think it can be a little better being heartless but, yeah, man, hearing your beloved child yell for five plus minutes is tricky even with the earplugs in.

Andrea Wanerstrand
What’s the plan to, you know, we talked about today? What’s the plan for tomorrow and the rest of the week?

Pete Mockaitis
Well, I think we’re going to kind of just sort of keep at it and I guess that’s sort of the hope is that we have seen improvements. And if we keep on trucking, the hope is that we’ll enter the Promised Land here of everyone is sleeping adequately most nights. So, it’s not really innovative of a plan. It’s just kind of like stay the course and I guess tiny refinements, like, “Oh, maybe a night light would be good in terms of providing some comfort that doesn’t require any intervention from us later on,” or, “Maybe the time-release melatonin will give me what I need to fall back asleep if I wake up at 4:00.” And it kind of has so that seems to be the thing. Going the course and minute adjustments.

Andrea Wanerstrand
Well, it’s an ever-changing time when you have children and, especially, at that age so staying the course, trying little new things. How can I be of further help for you today in this discussion?

Pete Mockaitis
Oh, you can be forgiving if I say, “Huh? What?” and need to repeat yourself.

Andrea Wanerstrand
Well, I’m here anytime you want to chat or talk about it and just hum, “Yeah. What?” So, I appreciate our time together. I look forward to our next sync. And then off you go. And then how did that feel versus our first?

Pete Mockaitis
Well, yes, it’s more pleasant and I think I don’t see you but I think I heard a smile coming through, which is appreciated. Thank you. And it’s interesting, like it’s true, you didn’t…well, in either conversation did you give me sort of an quote-unquote answer, like, “This has nothing to do…” But in the second conversation, I walked away with more hope in terms of, “You know what, yeah, it’s unpleasant at the moment but we are on the path and we’re just going to keep on rocking. And it’s not a crisis that I have to solve so much as just sort of breathe and keep calm and carry on.”

Andrea Wanerstrand
Yeah. And let’s acknowledge that we’re doing this in front of 20,000 plus people that might be listening to this and so it’s a bit more filtered but it was the aspect of what you’re doing and reflecting on what you’re doing, and that you’re staying the course. And if you’re feeling good about staying the course and there wasn’t anything detrimental to you or the child or whatever, it was my job to encourage you.

And every coaching conversation looks different but the main thing between our conversation A versus this conversation B is I didn’t offer up any specific suggestions. I didn’t, in the second one, tell you what I’ve done. I might’ve empathized and said, “Yeah, it’s tough to have young kids.” And that’s where we, as colleagues, can really show up for each other.

And if I was doing a professional coaching session with you, I probably would’ve been going deeper with you, and we would’ve traversed maybe some other challenges, like, with curiosity, I was like, “Okay, so why is your wife having a harder time than you with this there?” But, again, staying in curiosity, helping the other individual for self-discovery for them, “What’s going on?” to empower them, to have hope, to not be closing down and feeling hopeless, those are the attributes of powerful coaching that can, even with two people who’ve never really chatted before, because you and I haven’t really had in-depth conversations prior to today, you can still instill some hope in somebody else.

Pete Mockaitis
All right. Thank you. Well, you’re good at coaching, and I’d love to get your take on what are some of the top resources you’d recommend for folks looking to improve their coaching skills? Any frameworks, books, tools? You’d mentioned Michael Bungay Stanier’s couple of books as being excellent. Anything else you’d point us to?

Andrea Wanerstrand
I think, from a coaching technique, if you’re looking to be more coach-like, Michael Bungay Stanier’s The Coaching Habit and The Advice Trap are excellent. If you want to learn more about the powers of a growth mindset and how curiosity does that, Carol Dweck’s Mindset. And, also, there’s a couple other favorite books I have out there. Everything is Figureoutable by Marie Forleo. It really talks about creativity, figuring things out. The Code of the Extraordinary Mind by Vishen Lakhiani. I think I said that right. He’s the founder of Mindvalley, and he really challenges what he calls the brules. And I’ll let you guys go out and look out at what brules are, with a B.

Pete Mockaitis
He’s going to be on the show shortly so it’s going to be there.

Andrea Wanerstrand
And then I just finished reading Undaunted by Kara Goldin. She’s the founder and CEO of Hint. It’s a niche market beverage industry, and she really showed that grit and determination as an underdog for coming into a really established market and what you can do about it. So, coaching is a technique and it’s a powerful technique. And when you combine that with a growth mindset and coming in and being curious, you really open up the opportunities for yourself and those around you to really do some extraordinary things.

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

Andrea Wanerstrand
Well, I think I mentioned it earlier. It’s, “What got you here won’t get you there,” by our friend Marshall Goldsmith. And the reason I’m a big fan about it is when we keep going back and trying the old ways, it doesn’t allow us to adapt to today’s environment or tomorrow’s environment. And while there are some stated true methods in the world, the world we live in is constantly changing. So, what got you here won’t get you there.

Pete Mockaitis
And we talked about some favorite books, so how about some favorite tools, something you use to be awesome at your job?

Andrea Wanerstrand
Well, I work for Microsoft, my friend, so I have to say my Microsoft tools.

Pete Mockaitis
Awesome.

Andrea Wanerstrand
Well, Teams, in particular. Teams has been lifesaving for my distributed teams, physical teams, that is, across the globe. And I have the privilege of working with people all across, about a hundred somewhat countries now, so my favorite tool these days is Microsoft Teams.

Pete Mockaitis
And a favorite habit?

Andrea Wanerstrand
Oh, meditation. Every day. Queen’s University in Canada really did some interesting new research into the brain, and it’s something like we have more than 6,000 thoughts in a single day. And so, for me, I do transcendental meditation. And, for me, it’s a way to really kind of follow my thoughts and organize myself and kind of get to that deeper level of thinking.

Pete Mockaitis
And is there a particular nugget you share with others that folks quote back to you frequently?

Andrea Wanerstrand
It’s “Lead before you manage.” It’s all about that extraordinary leaders whether you’re an individual contributor or a people manager. It’s not in the doing; it’s in the being that differentiates you. But if you’re going to do, do you.

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

Andrea Wanerstrand
LinkedIn for Andrea Wanerstrand or my website AndreaWanerstrand.com.

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

Andrea Wanerstrand
I would encourage folks to embrace the power of a growth mindset. And I, literally, challenge you to show up curious with everyone you encounter in the next 24 hours, and that includes anyone you run into, anyone you talk to on the phone, anyone you send an email to, that you just might learn something extraordinary about that other individual.

Pete Mockaitis
All right. Andrea, this has been a treat. Thank you so much and we wish you all the best in your coaching adventures.

Andrea Wanerstrand
Thanks, Pete. I appreciate you having me.

601: The Four Pillars of High Performing Teams with Mike Robbins

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Mike Robbins discusses the four features of peak performing teams.

You’ll Learn:

  1. The one thing that builds a culture of trust
  2. The subtle ways we build—and destroy—belonging
  3. How to care in order to challenge

About Mike

Mike Robbins is the author of five books, including his brand new title, WE’RE ALL IN THIS TOGETHER: Creating a Team Culture of High Performance, Trust, and Belonging, which released April 21st.  For the past 20 years, he’s been a sought-after speaker and consultant who delivers keynotes and seminars for some of the top organizations in the world. 

His clients include Google, Wells Fargo, Microsoft, Genentech, eBay, Harvard University, Gap, LinkedIn, the Oakland A’s, and many others. 

He and his work have been featured in the New York Times and the Harvard Business Review, as well as on NPR and ABC News.  He’s a regular contributor to Forbes, hosts a weekly podcast, and his books have been translated into 15 different languages. 

Resources mentioned in the show:

Thank you, Sponsors!

  • Pitney Bowes. Simplify your shipping while saving money. Get a free 30-day trial and 10-lb shipping scale at pb.com/AWESOME.

Mike Robbins Interview Transcript

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

Mike Robbins
Pete, thanks for having me. It’s an honor.

Pete Mockaitis
Well, I’m excited to dig into your wisdom. And, right now, you do speaking and consulting on high-performance teams, but in a previous career, you played baseball. What’s the story here?

Mike Robbins
I did. I did. Are you much of a baseball fan?

Pete Mockaitis
You know, I’ve enjoyed attending some games in my day, but I don’t follow much of anything sports.

Mike Robbins
Hey, it’s all good, man. Baseball is an acquired taste, so to speak. I grew up in here in the San Francisco Bay Area where I still live, and played baseball as a kid. I actually got drafted out of high school by the New York Yankees. Didn’t end up signing with the Yankees because I got a chance to play baseball in college at Stanford, and then got drafted out of Stanford by the Kansas City Royals and signed a contract.

And the way it works in baseball, you get drafted by a major league team like the Yankees or the Royals or the Cubs or any of the other teams in the major leagues, you have to go into the minor leagues, which I did. And I was working my way up, trying to get to the major leagues. Unfortunately, I was a pitcher and I went out to pitch one night, I threw one pitch, and tore ligaments in my elbow and blew my arm out when I was 23 after starting when I was seven.

Pete Mockaitis
Oh, man.

Mike Robbins
I know. And then three years, two surgeries, and a lot of time later, I finally was forced to retire from baseball. But, you know, learned a ton, it was definitely disappointing the way that it ended, but, ultimately, went into the dotcom world in the late ‘90s, had a couple different jobs working for some tech companies, and realized, which I didn’t know going in, that there were going to be a lot of similarities particularly from sort of a team and performance standpoint that were somewhat similar in baseball that were similar in business, and that’s actually what prompted me to start my consulting business almost 20 years ago.

Pete Mockaitis
Well, that’s great. And, yeah, pitching, man, it looks violent what’s happening to the arm.

Mike Robbins
Yes, not a natural motion. Not what you’re supposed to do with your arm over and over and over again.

Pete Mockaitis
Yeah. Well, I’m glad you’re feeling okay and you landed on your feet, and that’s good news. So, let’s talk about some high-performance team stuff. Just to kick it off, what would you say is maybe one of the most surprising, counterintuitive, fascinating discoveries you’ve made about high-performance teams?

Mike Robbins
Well, I think one of the things I realized early on, and again this goes back to my sports days, is it’s not always the most talented teams that are the most successful. Obviously, you need some talent, right? But anybody listening to us, whether you manage a team, or you work within a team, or have been on any team in your life, you may notice it’s not always when you have a team of rock stars that that ultimately makes the team the best.

I often ask when I’m speaking to groups and teams and leaders, Pete, I’ll say, “How many of you have ever been a part of a team where the talent of the team was good but the team didn’t perform very well?” and whether I’m speaking like I was six or eight months ago in front of an actual live group of people or we’re on Zoom or Skype, most people will raise their hands or nod affirmatively. And then I’ll say, “But on the flipside, have you ever been a part of a team where it wasn’t like every single person on the team, in and of themselves, was a superstar but something about the team just worked?” and, again, just about everybody can relate to that.

So, again, we all kind of know this but we think, and, again, a lot of managers and leaders that I worked with, or companies, were trying to hire the best and the brightest, which is important, but, ultimately, there’s something that happens when groups of people come together. And so, high-performing teams is about, yeah, we have to have a certain level of talent, but people need to understand their roles and it’s really about the relationships amongst the team members and the level of commitment or engagement the people have to the work that has a lot more to do than the actual talent of the individuals on the team.

Pete Mockaitis
Well, yes, that totally resonates. And maybe could you maybe get us going here by sharing an inspiring story of a team that went from, okay, doing fine to really kicking it into high gear when they adopted some of your best practices?

Mike Robbins
Yeah. Well, a lot of examples. I think of there’s one team that I worked with a number of years ago and they, as a team, this was at Adobe, great technology company, great software company, and I’ve been doing a lot of work with Adobe, and the leader of this team actually changed, so the team members were all the same. But I’d worked with this leader, she was with another team, she took over the team. And what was interesting, so, again, none of the team members changed, and it took a little while at first, and part of what she really implemented was, “Hey, we need to communicate more authentically, be even more vulnerable with each other, be willing to fail.”

And a lot of times when a new leader starts with a team, everybody is a little bit on edge, everybody is a little bit walking on egg shells, wanting to impress the new boss. And one of the first sessions that she did with the team, and I wrote about this actually in my book Bring Your Whole Self to Work that came out a few years ago, but she did a series of sessions and had me help facilitate some of them where people really got real. She started, one of the things she said was, “I’m not sure I should’ve taken this job. Like, it’s a promotion for me but I really like the team that I was with before,” and sort of set a tone for, “We’re going not try to perform for each other, meaning impress each other, we’re going to perform with each other.”

And this team that was doing pretty well and had some pretty good talent went to a whole other level over the next year by really building a deeper sense of trust and communication. And, ultimately, what we call and what we now know as called psychological safety which basically means there’s trust at the group level, the team is safe enough for people to speak up, admit mistakes, ask for what they want, take risks, even fail not that we want to but we know we’re not going to get shamed or ridiculed or kicked out of the group for doing that.

And I’ve seen that over the years so many times with teams and with leaders, a willingness to really go there, a willingness to understand, as my most recent book is called We’re All in This Together, that we’re all in this thing together. Again, this idea of performing with each other as opposed to trying to impress each other.

Pete Mockaitis
Okay. Well, so I think it’s great distinction right there, performing with instead of performing for. And so, you’ve got sort of four pillars of a culture of high performance, and the first one is psychological safety. So, that’s come up a few times on the show, and for those who don’t know, could you give us the quick definition? And then maybe just share with some of the best and worst practices. I think there are some subtle ways we erode psychological safety. I’d love it if you could flag some for us.

Mike Robbins
Oh, for sure. Well, again, psychological safety, basically, the way I think about it, I had a chance actually to interview Amy Edmondson from Harvard Business School, she’s basically the world’s leading expert in psychological safety. And it’s group trust. Again, it means the group norms are setup in such a way that we know when we’re on a team with psychological safety, as I was saying before, we’re not going to get shamed or ridiculed or kicked out of the group for simply having a different opinion or making a mistake.

And trust is more of a one-to-one phenomenon, Pete. So, you and I can have trust with each other or not. That trust can get broken. It can get restored. Psychological safety is more, “How much, if we’re part of a team, how much trust do we feel that the team exhibits as a team, as an entity, so to speak?” And so, one of the things that’s really important in how you can build more psychological safety, if you happen to manage a team or be the leader of a team, is, like that example I mentioned, this leader from Adobe who since has left and she’s now at Intuit, but she really was able to show up in a way that she was vulnerable with her team. She was willing to share how she was really feeling, admit mistakes, admit whatever was going on, as I like to say, down below the water line, if you will, of the iceberg. That can help create more psychological safety.

Also, whether you’re in a management position or not, how we respond both as a leader and as team members when something doesn’t go well, when there’s a failure. So, that’s a moment, often I say, “Look, nobody likes to fail, teams don’t like to go through stress, but almost every team is these days especially, but how you respond to those moments can either make or break how much psychological safety there is.”

An example being somebody doesn’t deliver on a project or doesn’t perform at a certain level, how is that responded to? Is it dealt with directly but is it also dealt with in a way that is respectful of the human beings involved? Again, if we get called out, which isn’t always a bad thing, but if I know I’m going to make a mistake, let’s say, Pete, that you’re the boss, and I screw something up and you chew me out in front of the team, maybe even I deserved it to some degree, but that’s probably going to have me and everybody else go, “Uh-oh, don’t screw something up around Pete because he’s going to jump down your throat.”

On the flipside, not that we’re going to sugarcoat it, or people have to be grownups, but if I make a mistake and it gets handled in a way but you deal with it directly but respectfully, now that sends the tone to the rest of the team, “Hey, you know what, this didn’t work out the way we wanted to, but we’re really glad, Mike, that you brought that forward, you took that risk, even though you failed. Let’s do more of that.” It’s like, “Okay,” well, then that reinforces, “Hey, we can take risks and make some mistakes,” and now that sort of sets that tone amongst the team members.

Pete Mockaitis
You know, I like that so much and, boy, I’m having a flashback, and it was in my early with my first project with Bain, I think, they thought, “Hey, this guy is an intern so he can handle a lot of hard work and challenging stuff.” And so, I was in charge of this giant Excel business and I was making some mistakes and it’s creating some embarrassment, and it was very uncomfortable, and sure learned a lot.

Mike Robbins
Sure.

Pete Mockaitis
But I remember I was having a chat with Brett, we’re having a little sort of a little mid-point feedback check-in, and I knew what I was doing wrong, and I’d started to make some improvements. But I just loved the way he set the tone, he said, “Well, you know, it’s just work.”

Mike Robbins
That’s true.

Pete Mockaitis
It’s like, “Hey, we’re safe, we’re healthy, and the project is still going. But, yeah, we got some things we got to focus in on.”

Mike Robbins
That’s true.

Pete Mockaitis
And I really appreciated it. And even when you feel like you’ve screwed up about as bad as you can, you can bring some humanity and some comfort into those situations.

Mike Robbins
It’s true. And I think that’s an important distinction. Look, one of the things that happens, and I see this a lot in Silicon Valley and with a lot of tech companies, but just companies in general that want to be progressive, we want to have a really positive working environment, is that I think sometimes we err on the side of being nice versus kind. Nice is often sugarcoating, withholding, not really addressing it. Kind is where we have a sense of kindness, a sense of empathy, a sense of compassion, maybe even some levity and some humor. But, again, if somebody makes a mistake, it’s important that we address it.

I remember actually years ago at Stanford, I remember pitching really bad, and my pitching coach said to me, “You know what? Well, there’s good news and bad news. Which do you want first?” And I said, “How about the good news?” He said, “The good news is there’s a billion people in China that don’t know that you just pitched like you know what, right?” He said, “The bad news is we got some things to work on.”

And, again, to your point, it sounds like your example from Bain, I think there’s a way in which we can address issues and challenges, and even failures. Amy Edmondson from Harvard said to me, she said, one of the things she wishes about psychological safety is that we had maybe named it something else because sometimes people hear this concept of like safe space, meaning like you can’t say anything negative. She said, “That’s not like it at all. Teams that have a lot of psychological safety really have a lot of give and take, and there’s a lot of open, honest dialogue and debate and conflict, and challenging each other. It’s just we know it’s safe enough to do that.”

When I work with a team, Pete, and people say, “Oh, well, no one ever…there’s never a conflict. We never have any issues,” I’m like, “Okay, somebody’s lying and/or it’s not safe enough to do that.” So, those are the things that we can see. Even at home, sometimes my wife and I, we have two girls who are 14 and 12, and the girls will really get into each other, say stuff to us, and I’ll say to my wife, “Look, we do need to teach them about ways to communicate respectfully, of course, but the fact that they feel safe enough to speak up to each other, to us, is actually a sign that there’s something healthy going on here, because if they didn’t, they wouldn’t say anything.”

Pete Mockaitis
That’s great. Well, let’s talk about the second pillar then, focus on inclusion and belonging. What do you mean by this?

Mike Robbins
Yeah. Well, look, this is so important. I wrote We’re All in This Together last year and finished up writing the book in the fall, and didn’t know it was going to come out in the midst of a global pandemic on top of sort of a national and somewhat global reckoning around racial injustice in our country, specifically in America. But what I’d seen so, look, diversity has a lot to do with representation, right? And we may or may not be in a position where we’re hiring or we’re the people making the decisions on who gets hired. What we do know from all the research is that racially-diverse and gender-diverse teams perform better than teams that aren’t diverse.

But what I really focus on in this particular pillar in the book is on inclusion and belonging, which we have a lot to do with whether we’re making hiring decisions or not. And inclusion is about, really, doing anything and everything we can in our power to make sure we’re not overtly excluding people, particularly people who come from non-dominant groups. Myself being a straight white, cis-gender man, looking at, “Okay, how am I communicating? How am I operating? How am I thinking? What am I doing? What am I saying?” for anybody who’s a woman, a person of color or identifies as part of one or any minority group, it’s trying to, as best we can when we’re in positions of power or authority, do things and say things and be mindful and be open to feedback so we’re not excluding people consciously or unconsciously.

But even deeper than inclusion, as important as it is, what we’re ultimately trying to get to is a place of belonging. And what we know from Maslow’s Hierarchy, and so many other things, is that belonging is a fundamental human need. Everybody has a need to belong. And so, from a leadership position, but also from a team perspective, whatever we can do to create an environment where people feel as much as possible like they belong, the more engaged they’re going to be, the better they’re going to perform, and the more trust.

I mean, psychological safety comes first but we got to focus on inclusion and belonging because they’re so fundamental to so many aspects of success, especially in today’s world.

Pete Mockaitis
And so, I’d love to hear a bit about the how there. I’ve certainly been in environments where I felt very comfortable, it’s like, “Oh, yes, I belong here and it’s great.” It’s sort of like, I guess, in my experience it’s sort of like people sort of delighted in me and my quirks and what I brought to the table versus, and a lot of those are sort of non-verbal cues, and it’s sort of like, “You know, we kind of all like each other more than we like you, and we’re not overtly saying cruel things to you,” but I just got the vibe, like, “Yeah, I guess I don’t really belong here. I’ll kind of move along.”

So, can we make that explicit? What are the things, the practices, the do’s and don’ts?

Mike Robbins
Some of it starts with a sense of emotional intelligence and social intelligence and, ultimately, even cultural intelligence. Something as simple as just me even asking you the question “Are you a baseball fan?” And then you say, “Well, no, not really. I’m not into sports.” That’s actually a really important thing to know, not because it doesn’t really matter if I like baseball and you don’t, but sometimes we make a bunch of assumptions, “Oh, you’re from Chicago. You must be a Cubs fan, and blah, blah, blah,” and, all of sudden, you’re like, “What the hell is this guy talking about?” And, inadvertently, I’m trying to connect with you, but what I’m actually doing is creating more distance and separation if I don’t know that as an example, right?

And, again, there are a lot of things that we do, and this happens. Look, I travel. Well, I used to. I don’t as much these days. None of us are traveling. But I travel around the world, and I go places, and I think of myself as a pretty open minded culturally-sensitive person, but the moment I step outside of not only the United States but the Bay Area where I live, I realize, “Oh, my goodness, my worldview is so influenced by where I live, where I grew up.” That’s not a bad thing. It’s just something to be aware of, to be mindful of.

Oftentimes, I’ll be sitting in a room and I’ll make some comment about just the gender dynamics, and some of the men in the room, not because they’re sexist necessarily, just they’ll look around and go, “Oh, is it mostly men in this room?” Like, they’re not paying attention. Whereas, every single woman at that table or in that room knows exactly that there’s, “Oh, there’s four women in this room.” Do you know what I mean? So, things like that.

Again, a lot of times with some of these issues, some of us either aren’t paying attention to them because they don’t relate to us personally, or we may be are paying attention to them but we don’t know exactly what to say, or how to say it, or how to address it, so it actually leads into pillar number three, without jumping too far ahead of sweaty palm conversations, which is so fundamental that a lot of what we can do, right now especially, is ask questions and be curious about things even if we might be a little uncomfortable with respect to, “Are there things that are happening that are creating less inclusion, less belonging? And if so, let’s talk about that.”

And the challenge is that we often get defensive because immediately we feel like we’re being accused of something, when, in reality, if you’re committed to your team having a culture of belonging, then you want to know if there’s anything that’s being done or said by you or anyone else that’s getting in the way of that. And, in some cases, people who, what I know from my research, I don’t know from experience because, again, I’m male, I’m white, I’m straight, but when I talk to people from different groups, depending on how much psychological safety there is or how safe they feel, they may not always feel safe even bringing that stuff up. So, those of us who are in positions of power or authority, if we happen to be asking questions about that.

I think about this. I learn all the time from my wife and from my daughters of things that I don’t see just along the lines of gender. One of the stories I share in the book, my wife Michelle and I were at a workshop, and the woman leading the workshop said, “I’m going to ask the men a question, then I’m going to ask the women a question.” It was a workshop that was sort of for couples and about our relationships. And she said to all the men in the room, “When was the last time you felt physically unsafe?” And she said, “Just raise your hand one time and I’m going to name off some timeframes. Is it in the last 10 years, five years, a year, six months, three months, a month, a week, the last 24 hours?” I raised my hand for sometime in the last year. I could remember a specific moment I was in DC on a trip and got lost coming back to my hotel, and was walking around in the dark, didn’t know where I was and just felt.

She asked the women the same question, Pete, and she’s gone on 10 years, five years, none of the women were raising their hands, and I’m like, “What’s going on? Why are they not raising their hands?” She gets to one week. A couple of hands go up. She says, “Within the last 24 hours,” almost every woman in the room raised their hand, that they had felt physically unsafe at some moment in the last 24 hours, including my wife sitting right next to me. And I’m like looking at her, and I’m looking around the room, most of the guys in the room were all looking around, go like, “What? When? Where? What is going on?” And the women were looking at us like, “How do you not know this?” And the woman leading the workshop said, “This is one of the fundamental differences between men and women, and we almost never talk about it.”

And, again, that’s just an example that, “Oh.” Again, in the working world, in the environment that we’re in, like, “Oh, these things play a big role.” And if we can be more mindful, be more curious, be more open, be more humble about trying to see things from different people’s perspectives, and then being interested in creating the most inclusive environments where people really feel like they belong, now people are going to feel more like they have a seat at the table, and they’re not busy sort of defending themselves or holding themselves back as much.

Pete Mockaitis
Boy, there’s a lot of great stuff there in terms of the mindset and the awareness and the assumptions, and I think that a lot of times the non-belonginess comes about when folks make assumptions. And sometimes I hear it explicitly in terms of they say, “Well, obviously this…” It’s like, “Well, it wasn’t obvious to me.” Or words like, “Well, unless you’ve been living under a rock, you certainly know about this.” It’s like, “Well, I didn’t know so I guess…” Or there seems like there’s sort of contempt for a viewpoint.

And, politically, what I find quite intriguing is, oh, boy, there are some data that shared that large swaths of us, regardless of Republican, Democrat, are just fearful, it’s like, “Don’t even bring it up because you might get fired, and some people are willing to fire and think you should be fired.”

Mike Robbins
Right.

Pete Mockaitis
Or then there’s so much contempt as a baseline assumption that, “Well, of course, all of us vote this way or that way.” And there are some surprising…if you really dig into some data, I’m a nerd for this, like it’s surprising. For example, I learned, so you’re in the Bay Area, for instance, you might…I was surprised to learn, I checked the sources every which way, but in the Bay Area, there are more Trump voters in San Francisco proper than there are LGBTQ folks in San Francisco proper, indeed.

Mike Robbins
Really? Interesting.

Pete Mockaitis
And so, you wouldn’t expect that.

Mike Robbins
Right.

Pete Mockaitis
And I imagine the Trump voters aren’t speaking up. And then when there are…and so let’s go with either side politically or racially or anything. If you just have it as an assumption, “Well, of course, we all believe this and, thus, I have license to speak about the other…a set of views in a contemptuous way,” I think that shuts down the belonging in a hurry.

Mike Robbins
It does. I see this because, living where I live, which is sort of at the macro level to your point, one would assume, “Oh, it’s pretty liberal politically.” So, if you have conservative views, you’re going to be more in the minority, although, to your data, it may be more widespread than one thing. But, again, even growing up here, I know if you share conservative views out loud in this area, ooh, that’s very risky to do. On the flipside, when I travel to other parts of the country that are more conservative, and I meet people, or people have conversations with me, and say, “Oh, my views are a bit more liberal but I don’t really share that out loud because that…” you know

And so, I think if you think about this, this isn’t simply just about Left versus Right here in the US, although it’s a very relevant issue right now given that we’re in a Presidential election season, I think from a leadership standpoint, and from a team standpoint, I’m not one that believes we should never talk about anything controversial at work. I think that stifles authenticity. I think that’s unrealistic. However, I do think we need to be mindful of not making assumptions that everybody agrees and believes what we believe because that does create, “Oh, when I realize…” even if you take it out of the political realm.

I was talking to a group of people the other day on a Zoom session, and we were talking about what makes it difficult to speak up. And somebody said, “When I know that I have a minority opinion.” And they weren’t talking about politics. They were just talking about, like, “I’m the only one that thinks this about this decision. Everyone else is on board.” That actually is really hard to voice, because, “Do I really want to be the one dissenting voice in the room when everybody else seems to be on board?”

But, again, if you think about it, if that person doesn’t feel safe to bring that up, and the group isn’t interested in knowing where people stand, we still will go with the majority and we’re going to move on, but that person that makes a mental note, “Oh, if I have a dissenting opinion, I better just keep it to myself.” And that starts to become part of the culture of the team, and then we don’t even know what we don’t know, what we’re missing, and people are less engaged, and people aren’t really speaking up, or they’re not totally bought in, so all of these things go to both psychological safety and belonging.

And then that leads to pillar number three, which I alluded to, which I call embrace sweaty palm conversations, which is about, you know, I had a mentor years ago, Pete, say to me, “Mike, what stands between you and the kind of relationships you really want to have with people is usually a 10-minute sweaty palm conversation you’re too afraid to have.”

Pete Mockaitis
Sounds right.

Mike Robbins
Yeah. He said, “If you get good at those 10-minute sweaty palm conversations, you’ll build trust, you’ll resolve conflicts, you’ll talk about the elephant in the room, you’ll work stuff out, you’ll get to know people who are different than you.” He said, “But if you do, like most of us, and you avoid them because they can be awkward, or uncomfortable, or you say the wrong thing, or you unintentionally offend people, or put your foot in your mouth, or it gets weird, then you end up just sort of having mediocre lukewarm type of relationships.”

And it’s tricky. I don’t love having sweaty palm conversations. They are not my favorite. But if a team is really going to perform at the highest level, if we’re really going to build trust one-one-one, and psychological safety collectively, if we’re really going to be able to have that sense of belonging, we got to be able to have those sweaty palm conversations. If I really screw up, I need someone who can come to me with kindness but also with some directness and authenticity, and tell me, like, “Hey, man, you really screwed this up. We got to work on this,” but do it in a way that doesn’t have me walk away feeling like, “I’m an idiot, and I’m a loser, and everybody hates me,” because that’s not going to be helpful. But, at the same time, you know what I mean? And that’s predicated on the ability for us to engage.

And, look, right now, it’s harder to have sweaty palm conversations via Zoom or Skype or WebEx or the telephone, not that they’re necessarily easy when we’re in person, but we don’t have the same sort of body language and physical cues to go on, but we still need to have them so we got to continue to develop our ability both individually, but they become easier if the team has more of the norm of, “We’re going to have those conversations in the room even if it’s a Zoom room. We’re not going to have the conversation afterwards, or send little text messages or IMs to each other about what we really think. We’re going to actually talk about it directly.”

Pete Mockaitis
Well, hey, talking about vulnerability, I’ll put you on the spot. What happened, a couple of examples of the sweaty palm conversations, that were quite meaningful?

Mike Robbins
Well, gosh, I think of like I’ve had a whole bunch of sweaty palm conversations with my team over the last few months. When COVID first hit, we had…look, the way I make money, Pete, the way I’ve ran my business for all these years, the vast majority of revenue we generate is through speaking engagements that either myself or someone on my team goes and delivers in person. Every single one of those, it was on our calendar, got either cancelled or rescheduled or just went away within a matter of like two weeks.

So, I had to say to everybody, “Listen, I don’t know if we’re going to have a business anymore in the next six months. I hope so.” And then it was a bunch of individual conversations with everybody on the team about their roles, how they were doing, what they needed to do, and we had to let someone go, which was a really uncomfortable conversation, as often happens in business. And none of those were fun or easy for me, and, at times, I’m a pretty emotional guy, I was a little bit scared and stressed out as would make sense.

And, again, I think it’s just important for us, when we have those conversations with people, they don’t always go well. That’s the thing. Like, I had a situation recently where I had to have a conversation with someone, we had a little conflict going, and we had the conversation, and it blew up the relationship, like didn’t really work out well. That’s not usually what happens but that’s the fear that we often have, “Hey, I’m going to address this thing,” and this person is basically going to say, “Well, have a nice life. See you later.”

But, again, in hindsight, in that situation, for me, I realized, “You know why that happened? First of all, I addressed some of it by email before so it already didn’t start off in a good way. And, second of all, there were a bunch of sweaty palm conversations that I didn’t have leading up to that one that, ultimately, had that thing blow up.” So, again, it’s a constant work in progress. I mean, this stuff is messy. But great teams talk to each other and not about each other. It’s easier for me to go tell my wife that you’re getting on my nerves, let’s say if you and I are on a team together, than it is to go talk to you, “Hey, Pete, we got to talk about this thing, man. I got this issue. Let’s try to work it out because I don’t know how that’s going to go.” That’s vulnerable to have the conversation with you. It’s easy for me to go complain to my wife about it because she’s probably going to agree with me, or at least hear my version of the story, and go, “Yeah, Pete sounds like a jerk.” You know what I mean?

Pete Mockaitis
Right.

Mike Robbins
But that’s not going to benefit you and me and our relationship is definitely not going to benefit the team if that’s the way we operate.

Pete Mockaitis
And so, when it comes to these conversations, do you have some best practices associated with one’s summoning the emotional fortitude to go there, and, two, some do’s or don’ts for when you’re engaging them?

Mike Robbins
So, yeah, absolutely. The first thing is it’s important to acknowledge that they’re hard and they’re scary for all of us, so to have a little bit of compassion for ourselves and the other person or people involved. The second thing is we do need to get clear about what our intention is, “Why do I want to have this conversation?” Because if what I really want to do is come tell you why you’re wrong and I’m right, it’s probably not going go well. Even if I’m upset, even if I think something went wrong, I need to get to a place of, “My intention is really to clear the air, to connect more deeply with you to resolve a conflict,” some more positive intention.

The third thing is, whenever I have a sweaty palm conversation, and I encourage everyone to do this, is tell the truth. Lower the waterline on the iceberg, as I like to say. Meaning, express a little bit of how you’re actually feeling in the moment, which, for me, is usually some version of, “I don’t really want to have this conversation. I’ve been avoiding this, or I’m scared you’re going to get upset. This is not going to go well.” And I know it’s sort of counterintuitive to be vulnerable in the moment that maybe we have an issue, or a conflict with someone, or maybe we don’t feel super safe with them, but we’re relational creatures. So, the natural human response to vulnerability is empathy, so people tend to respond in kind if we start. Now, is it a guarantee? No. Could they jump on us and use it against us? Yeah, absolutely. But way, way, way more often than not, that’s not what happens. It ultimately gets the person into that place.

And then the final thing is it’s usually important to have some kind…not to be attached to a particular outcome necessarily but have some kind of action that can be taken from the conversation. Even if we agree to disagree, can we talk again about this, or revisit this, or how are we going to address this in the future? Or if we do come to some kind of solution, what are we going to do so it isn’t just this? As a friend of mine likes to always say, “Conversations disappear.” So, some kind of way of forwarding the action after we have that conversation, whether it’s a one-on-one conversation or as group, because there’s nothing worse than I get the courage up to finally come and talk to you about the thing we talked about the thing, “Pete, you’re open.” “Thanks, Mike. I appreciate it.” And then nothing happens or nothing changes, especially like if you’re my boss and I’m like, “Well, geez, I’m glad he listened to me but he didn’t really take anything to heart, and now we still have the same issue running over and over again.”

Pete Mockaitis
Right. Yes. Well, then let’s talk about the fourth area, the care about and challenge each other. You made a distinction earlier between kindness and niceness, which feels very applicable here.

Mike Robbins
Very much.

Pete Mockaitis
What are some of the pointers in terms of doing both?

Mike Robbins
Well, so this fourth and final pillar is about caring about and challenging each other simultaneously. And that same pitching coach I had at Stanford used to always say, his philosophy on coaching was, “You got to love them hard so you can push them hard.” And he was talking about it in the context of baseball, but I think that’s true for leaders, managers, that’s true for human beings, for teams. Meaning, “Can we really focus on constantly caring about each other?”

Now, when we’re caring for people, doesn’t necessarily mean that we’re all best friends, that we have the same values, that we like hanging out with each other. That’s a bonus at that. But you can care about people that you don’t even like, that you don’t agree with. You can care about people who bug you. Caring about is about finding value in people, wanting them to do well. And I often say, “Look, even if you’re super selfish and you don’t genuinely care, you’re just interested in your own success, it’s in your best interest to be around other successful people doing well because success is contagious. So, at the very least, can you at least care? I care about the other people on my team. Usually it’s not that hard to do, but then simultaneously, then challenging people, pushing people.

And, usually, when I talk to individuals about this or I talk to leaders or teams, most individuals, myself included, like I’m stronger on the care side than I am on the challenge side. Some people are stronger on the challenge side. I mean, it’s easier for them to push, push, push, but, like, oh, it’s harder for them to just naturally care about people. The tendency we have if we go, “Oh, I’m a pretty caring person but I have a hard time challenging people. Maybe I shouldn’t care so much.” No, no, keep caring as much as you do, just challenge yourself to push people a little harder, hold people accountable, have a healthy high standard.

And if you’re someone who really pushes people and challenges people, but you realize, “Oh, sometimes I’m a little harsh about it,” you don’t have to necessarily lower your standards unless your standard is perfection, by the way, which is people always fail. But what you want to do is then raise your ability to care about people. And some simple ways to do that are just looking for things that we find that we value and appreciate about people, and letting them know. Thinking if it were someone’s last day you are able going to get to work with them, what would you want to thank them for? What would you miss about them?

Again, looking at people as the full nature of being human. One of the things I do think is beautiful about this really challenging time in the pandemic, we are getting to know people. Even though we don’t get to see each other and spend time together, we’re Zooming into people’s lives and into people’s homes, and we’re seeing their dogs and their kids and their apartments and houses, and they’re sitting in their flipflops and shorts, and maybe they put on a nice shirt for the Zoom call or whatever. But it’s kind of equalizing in a way. Whether you’re the CEO of the company, or you’re an intern, or you’re anywhere in between, it’s like everybody’s got a life and a house and a family and friends and stuff they’re dealing with, so, in some ways, I think it’s both more challenging but in some ways also easier, if you will, to get in touch with other people’s humanity even in this weird virtual world we find ourselves in.

Pete Mockaitis
Well, I really like that prompt there for the caring in terms of, “If it were the last day, what would you miss about them? What do you really value about them?” And so then, it’s just that easy, huh? You just let them know, “Hey, I really appreciate that you did this. I really love the way you do that.”

Mike Robbins
Well, you know, it is and it isn’t. I mean, here’s what’s funny about it. Look, my very first book that came out like 13 years ago, it’s called Focus on the Good Stuff, it’s all about appreciation. And I’ve been studying appreciation and gratitude for years. And what I do know about appreciation of other humans, it’s super valuable. We all want it and crave it. When one human being expresses appreciation for another human being, it raises the serotonin level in both people’s brains. If we do it collectively in a group, it actually raises our serotonin level, which lowers our stress level and increases our happiness and fulfillment. But it also increases our oxytocin if we do it in a group, which physiologically binds us to each other.

However, all of that said, most of us are terrible at receiving appreciation from other human beings. We’re just awkward. We don’t know what to do. We don’t know what to say. We either give a compliment right back, or we somehow discount what they say or blow it off. As simple as this is, and I swear this is like so basic, but I’ve literally seen this enhance the culture of teams fundamentally, is that we learn how to receive appreciation from other people more graciously. We simply say thank you and shut our mouths. Because part of why we don’t express appreciation as much as we could, and should, is because it’s not psychologically safe to do. It’s almost socially awkward to do.

But when you create an environment on your team where we can express, now we’re not doing it manipulatively, we’re not doing it inauthentically just to be nice, we’re doing it genuinely, what happens is people start to really feel valued and cared about. And when you create that sense of caring, what becomes available is the challenge.

Again, I say this all the time to people, “Think of the people who you will allow to give you feedback, meaning you’ll take it. And you may not always like it or agree with it, you may not even want it, but you’ll consider it. Why do you take their feedback? Because they’re super smart? Maybe. Because they’re an expert? Maybe. Because they’re your boss or your spouse? Okay, maybe. But it’s not their role, or their intelligence, or their resume. It’s because you know they appreciate you. They value you.”

You could give me a piece of feedback, Pete, and some other person. Let’s say you and I know each other well, “And I know Pete’s got my back. He cares about me. He wants me to do well.” Even if your feedback is pretty harsh, I’ll listen to it. Some other person who I either don’t know, I’ll think, “Well, that person thinks I’m an idiot or whatever.” I’m not going to take their feedback even if I really need it because I don’t already feel valued by them. I don’t know that they care about me.

Pete Mockaitis
Perfect. Yeah. That totally adds up. And love them hard so we can push them hard, yeah. Even if the accuracy is perfect, like, it is deeply insightful, the odds are high that it’ll kind of blow right past you if you don’t trust the other person cares about you.

Mike Robbins
It’s true because, look, relationships and, a lot of ways, teamwork, there is a scientific aspect to it. Data is important. There are lots of different assessments we can do but it’s more of an art than a science. Because, again, a computer could spit out a bunch of feedback for me that I need and all this data and I do all these assessments, I go, “Okay, but what I really need is a human being who cares about me to not only explain it but communicate it in a way that it’s really going to make a difference.”

Think about, again, your life, think about your career, I can think about mine, the pivotal moments along the way where people said things or did things, even if, again, it might’ve been a little bit tough love, and it’s like, “Wow, I really heard that.” It usually wasn’t, again, some piece of data or information as much as it was some communication that came through that touched us. Our mind, our heart, said, “Oh, I need to make a change, or I need to take a risk, or I need to stop doing something, or start doing something, or whatever,” and it’s like we look back in hindsight and we can see those pivotal moments, the challenges in the moment, “Can we be the kind of people that both give and receive that type of feedback and support in a way that’s going to benefit the people around us?”

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

Mike Robbins
Here’s one of the paradoxes of right now: We’re all in this together, yes, and people are having very different experiences. I like the metaphor, “We’re all in the same storm right now but we’re in different boats.” And so, I think both can be true. And what great teams and great leaders and just human beings who are interested in making a difference for other people have the ability to try to connect with an understanding, have empathy for different people’s experiences.

There is something oddly binding or bonding, if you will, about this experience we’re all going through, as challenging as it is, and there’s also a lot of uniqueness and diversity and how people are experiencing it. So, that’s a long way of me saying we need to have as much compassion for ourselves and each other because I know it’s corny and everyone is saying it, but we’re in unprecedented times and nobody was really prepared for this even though now we’ve been in it for five or six months or whatever. We just continue in and kind of make our way through it.

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

Mike Robbins
Well, I’m not just saying it because I used it as a title of one of my books, but I love Oscar Wilde’s quote “Be yourself; everyone else is already taken.”

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

Mike Robbins
I love the positive psychology research on positives to negatives in terms of feedback, the five to one ratio, which the Gottmans did related to married couples, but I think it makes sense in leadership and teamwork and just all human relationships.

Pete Mockaitis
And how about a favorite book?

Mike Robbins
The one that just popped into my mind was Don’t Sweat the Small Stuff and It’s All Small Stuff by Richard Carlson that came out in the late ‘90s, and had a huge impact on my life and was one of the main things that got me on the path of doing this kind of work all those years ago.

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

Mike Robbins
A microphone for my podcast.

Pete Mockaitis
Oh, yeah. Well, you sound great.

Mike Robbins
Well, I appreciate it.

Pete Mockaitis
And a favorite habit?

Mike Robbins
Meditation.

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

Mike Robbins
I would say that when we’re going through something difficult, instead of asking ourselves, “Why is this happening to me?” change the word to, to the word for, and ask yourself, “Why is this happening for me?”

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

Mike Robbins
Best place is our website which is Mike-Robbins.com.

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

Mike Robbins
Be kind to yourself. I think we’re often our own worst enemy, and the kinder we are to ourselves, not nice, not pretending like everything is fine and perfect, but kind, genuine self-kindness, self-compassion, there’s almost no way we can overdo that. And when we’re kind to ourselves, we’re just naturally kind to others.

Pete Mockaitis
All right. Mike, this has been a treat. Thank you. And good luck in your adventures.

Mike Robbins
Thanks, man. You too.

510: The Science Behind Successful Teams with Dr. Janice Presser

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Dr. Janice Presser says: "In efficient teams, people are able to share time appropriately... in the act of sharing it, they actually cause time to expand."

Dr. Janice Presser discusses how to build better teams using the science of teaming.

You’ll Learn:

  1. The 10 ways people contribute to a team
  2. Three questions to resolve team friction
  3. Two strategies for managing up

About Janice

Dr. Janice Presser spent her formative years researching how people team together, and found answers in systems theory and physics. Having written her first line of code in high school, she was positioned to architect a system to measure how people work together and develop the underlying theory and practice of Teaming Science. The author of seven books on teaming, she consults to executives and is currently working on the question of how spatial technology will impact human relationships in the future.

Resources mentioned in the show:

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Janice Presser Interview Transcript

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

Dr. Janice Presser
It’s awesome to be here.

Pete Mockaitis
Well, I’m excited to get into your wisdom. And maybe you can start us off by orienting us a bit to what is Team Science and Teamability?

Dr. Janice Presser
Well, I started out life like anybody else trying to get all kinds of education. And the most important thing, I think, that I learned in way too many years of education was about asking questions. So, eventually, I became assistant scientist, that’s what my doctorate is in, and I was very interested in physics. But I was always interested in people.

And so, I actually started to think about, “What’s going on between people? And can we apply what we know from general systems theory and from physics to really understand what’s happening?” Well, fast forward many years after that, and the result was two things. One, a theory of teaming that we eventually proved out, and I did have a research colleague, or three, to help me think that through. And then the second thing was developing a technology by which you could measure it in an objective way.

You see, back in the day, there were lots of personality tests and everybody has probably taken them. You can’t apply for a job often without being asked to do something, and so personality tests were pretty key. But a personality trait is really just a slice of a person, kind of how they represent themselves at the time. And that wasn’t getting to the kind of, “Where’s the meat of what I want to understand?”

I mean, I had a whole lot of questions that maybe you and your listeners have. For instance, I always have to ask this question, “Do you really want to work on a team? Or do you really want to lead a team? Maybe you’ll really have much more fun working on your own, whether that’s occasionally being with other people and teaming with them, which is the way most consultants are, independent consultants, anyway. Or do you have a particular talent that you just love to do, and you might be a performance artist in any way?” To try and think of teaming as something better than or above what’s in your very nature, to help you contribute to the world. That makes no sense.

So, what made a whole lot of sense to me was, “How can we help people figure that out?” And so, I found out that there were really three key measures to understanding that.

Pete Mockaitis
Intriguing. Well, so what are those three measures?

Dr. Janice Presser
Okay. First is, and they have names, so the first one is role, not to be confused with the way recruiters will use it, like, “I think you’re ready for a leadership role,” or something like that. But in the sense of, “How do you, in your deepest heart of hearts, get the most satisfaction out of making some contribution to the larger world?”

And, in the course of our research, we, in fact, validated that there are 10 ways, very general ways, and you do them in your own way, of course, that people contribute to the world. Some of us, and I suspect, Pete, you may be very similar to me in this, we like to work with ideas, big, long-range, huge ideas that might even change the world. And that’s a very different way of contributing to the world than, for instance, loving to organize it.

If we’re very lucky, and even in our first job, and even before that, and definitely in our personal relationships, we get to be with people who love to do the things that, hmmm, kind of leave us cold. And they, in turn, don’t really want to do what we do, so it gives us lots of latitude to kind of perfect and try new things out on the way that we do.

So, we use that term to designate this. And when you go through Teamability, which is the technology, you get to star in a series of 10 movies, and that will determine that. And the important thing is that once you know that, you can better align what you are doing or the kind of job you’re looking for. And on the hiring side, you’ll actually get people who’ll perform better because we all do best what we like best, and we like best what we do best, so let’s stop trying to change that. That’s human nature. It’s how we work. So, that’s the first thing.

Pete Mockaitis
And I’d love to hear, so there’s 10 of them. We talked about ideas and organizing. What are the others?

Dr. Janice Presser
Well, there are people who love to take those big visions that we come up with, and then drive them to strategic reality. And those are my favorite people for being consultants because they’re great at strategy. They analyze fantastically. But then they would prefer to break the work down, assign it out to other people who are just waiting to know what to do, and then when it all comes back to them, they might reorganize it and put the finishing touches on a report. But, essentially, their job is almost advisory and analytical in nature.

Now, that’s all great. But in order to put a company together, it’s very helpful to have someone who will then take those great big strategies and all that analyses, and help kind of hone everything down, in a sense, shape and form the strategy in a way that real people can do the work on a real day-to-day basis. And so, once they’re done doing that, then you’ve got a whole bunch of people who just love doing stuff. And those are the people who love doing things, like sales, like things that are much more immediate. When they lead, they lead on the ground, and they’re the greatest team-spirit people of all.

You know, the good neighbor that you have, the one who works all day, and then coaches the kids’ soccer team, and always wants to help you out, that very well may be a very action-oriented people. And then you need those organized ones. Then you need the people who go away from the team and bring treasures back to the team. Often, they don’t think of themselves as team players, but they’re so essential. They’re the innovation people and they’re almost magical. They see things that the rest of us might just not even notice.

And then it’s very helpful when they bring those great things back to organizations to have someone whose job is, well, best described by kind of like a controller does with money. Money comes in, and they use the money in such a way that will advance the goals of the organization in the best way. They don’t treat it like it’s theirs and hoard it, but it’s more of an investing in people, in process, in whatever it is that the company does.

Let’s see. I’ve got three more to go. There are the people who like to fix immediate problems that get in the rest of our way and mess up our ability to do our jobs. People like that often are very underappreciated because they’re there, they fix it, and they’re gone. And so, always remember, if they weren’t there to do it, you’d have to do it yourself. So, that’s an important thing.

And then there are the people who are kind of the historians of the organization, the librarians, in a sense, the curators of whatever it is that our business has done in the past, the things that have worked. And they’re very good at understanding, “What should we keep? And what should we just pass on, you know, kind of move on?”

And then there’s kind of the glue that holds all organizations together. And those are the people who go between everyone and they know what’s going on. In a very well-functioning organization, they know so many people that they can actually broker informal deals. You know, one part of a big organization may have lots of resources that another part of the organization is starving for. And these are the people whose great joy it is to bring needs and wants together, to bring people together for the spreading of community, of being that. Hopefully, we all have a great friend like that somewhere who we feel like when they’re listening to us, time goes away.

So, that’s the quick story on those.

Pete Mockaitis
Okay. So, we got the idea people, the organizing people, the visions and the strategy folks, the strategy, the tasks folks, the executing the task on the ground, the innovation treasures bringing back the allocation of resources, the immediate problem fixers, the historians, and then the glue, so those are 10.

Dr. Janice Presser
They are. They all have special names, of course, but you can learn about that on the website. But there’s more to that. There’s more to having a great fit with your job, and these are the two other things. First is what we call coherence because it’s straight out of physics. It answers the question of, “Under what working conditions will you do your best?”

So, here’s my favorite example because, well, I kind of been in both. For most people, stress, ambiguity, uncertainty, is very uncomfortable and so they really don’t want a job that’s more stressful than they’re comfortable with, right? We’re all pretty much like that. But there’s a small subset of people for whom what other people call stress, well, let’s just say we call that excitement and fun. And we probably work best as entrepreneurs, which is about as uncertain as you can get.

People might say, “Well, you’re a risk-taker.” Well, there’s a difference between taking risks and really enjoying a pretty tumultuous kind of culture. So, lots of startup tech is like that. And if you don’t enjoy it, the environment is not going to change and probably you aren’t either. So, why are you working in an environment which isn’t any fun for you? And this works in the reverse.

My very first job, which was very long time ago, when, I’m sorry to say, women did not have the breadth of choices that they have now, I worked for a very large city. And it was probably the most boring job I ever had, and that was because nothing changed. There was no excitement. I would’ve enjoyed being named the commissioner but, of course, I was only 21, and that wasn’t going to happen. There just wasn’t enough opportunity to make something happen.

And so, if you really, really want to make something happen, don’t be in a job where you can’t do anything. It will only be uncomfortable just in the opposite direction. Does that make sense?

Pete Mockaitis
Oh, certainly. And so then, what are some of the particular parameters by which we often see, “Ooh, we got high coherence here or low coherence there”?

Dr. Janice Presser
Well, if you were in the kind of job where making a decision and having it carried out very quickly is very important, then that’s a very high coherence, requires a very high coherence kind of culture. On the other hand, in many government-type of agencies, and I hope this would change, somebody used to refer to this to me as the Department of Redundancy department, to have the desire to make fast change will only be frustrating.

So, if in fact you’re selling into an environment like that, you need to enjoy a slower, more leisurely, and probably more enjoyable to you, kind of environment. What you want is the match. What isn’t better than the other or worse, the question is, “What’s good for you?”

Pete Mockaitis
And so then, you listed a couple dimensions where we might find coherence. We got the sort of like the sameness versus difference, the quick versus slow. What are some of those other key dimensions?

Dr. Janice Presser
Ambiguity. Uncertainty. If you don’t like change, it’s okay, but you’re not going to be happy in a very high-change kind of environment. So, with startup tech companies making the fast pivot. Well, a fast pivot in tech is like a fast pivot on a basketball court. It can leave your head spinning. And the fact is some people enjoy that sensation and other people don’t, so it’s more of a matchup. And that’s what the technology is used for on both sides.

So, I do a lot of consulting now not only to organizations but to people who just want to know, “Do I have to keep doing what I always did?” Well, the answer is, if you listen to many career counselors, the answer will be yes. And the fact is it’s true, the HR Department might toss your resume if you’ve never had experience in the thing that you really believe is going to make your heart sing.

But you know what? It’s a gig economy now and you don’t have to have a 9:00 to 5:00 job anymore if what’s preferable to you is to really enjoy what you’re doing. There are so many different ways to learn new things and to then try them out and they’ll either fly or they’ll fail. But until you’ve had a couple of good failures under your belt, life may be boring. Again, it’s, “What are you going to be interested in?”

Pete Mockaitis
Okay. So, we got the role, we got the coherence, and what’s the third one?

Dr. Janice Presser
The third one is a big group, and collectively we refer to them as teaming characteristics. There are tens of thousands, and many people say, “Well, that’s synonymous kind of with culture.” And people are measuring culture in a whole lot of different ways now but, yes, you can use that to dig a little deeper into what you think your culture is, because, actually, in a well-functioning company, you have a lot of subcultures.

Nobody wants the, oh, let’s say, the scientific development part of the company to be like the culture in the customer service department or social media, if you have one. Think about what do you have to do to do you job well? Does it involve chit chatting with a whole lot of people and making them feel comfortable and part of your community? Or are you much more cut and dried and let’s get to the bottom of how are we going to cure this disease?

Nobody expects chitchat in the laboratory. In fact, many of the best scientists I know, other people might call antisocial. No, it’s just that in order to think about the things you have to think about, if you’re going to be a scientist, you just don’t have all that much time to give to things that aren’t related to that. So, as I said, there are tens of thousands of different teaming characteristics, and they’ll show up on a report or not if they’re not prominent. And the fact is they’re for kind of micro fitting to an environment. So, for instance, believe it not, there are actually some accountants who are very friendly and very social.

Pete Mockaitis
I can believe this. I can believe it, yeah.

Dr. Janice Presser
I know. I’ve even known some of them, even though the stereotype is you have your head in the numbers and all of that. Well, guess what? If you went to school and you’ve got that coveted CPA and you’re keeping up with those credits, now make sure you put it on your calendar, because if you’re like this and you’re good with people, you’re probably not great with times. Just put it on your calendar and you’ll be okay.

You have the perfect job waiting for you. All those accounting companies, they need somebody like you who both understands accounting and loves to talk to people so you should be the one that’s going out to all of the, oh, you know, the meetups where the new companies are and selling the services of those other people who’ll then do this part of the work which you probably don’t enjoy that much.

So, this is true for anyone. You’re going to have some teaming characteristics maybe that make you a great fit in one environment. But the same job title in a completely different environment? They just leave you cold and not be satisfying at all. And then there are some that are not going to be relevant at all to what you’re doing but maybe they’re important to you in your personal life because you know how happy you are at work will be reflected when you come home.

I mean, seriously, if the thing that happens after you’ve been at work all day is that you come home and you kick the cat or you pick a fight with the person who loves you the most in this world, you’re not having an awesome work day at all. And it’s not that you aren’t awesome as a human being, and that that job isn’t awesome for somebody else, but that oomph, it’s just that the awesomeness is not aligning and nobody is going to be happy.

Pete Mockaitis
Okay. So, you talked about teaming characteristics, you’ve mentioned some, hey, you like talking to people, or be in deep inside the lab and not talking to people. Do you have sort of like the 10 for the roles, you have a set list that show up the most often?

Dr. Janice Presser
Oh, no. No. Actually, no, because this is a multidimensional way of looking at things. We’re actually measuring how the space will go between you and someone else. So, for instance, here’s an example straight out of reality. I was talking to someone, and she had a particular teaming characteristic… You know how we all have our blind spots? We’re human. We all have our blind spots and we pretty much all have the stuff that we really don’t enjoy doing.

Well, she happened to have a pretty big blind spot and, in the course of our conversation, she said to me, “Oh, my God, that’s my husband. And when he does that,” she said, “I have a terrible time listening to him.” She said, “Sometimes it’s like I don’t even understand the words that he’s saying.” And I said, “Well, that’s really great. Obviously, you’ve been brought together so that you can learn from him, how to then apply, loving what he does and he contributes to your world, into your professional life.” And she said, she was a little speechless, and she said, “That’s exactly how it worked.”

And I found out later that when they were planning to get married, they had both been sent by their premarital counselor at their church, they’ve both been given a personality test. And two separate religious advisors advised them not to get married because they were so different. Well, 10 years later and a couple of kids, and these people are happy. But understanding even more why that seemingly odd block was there to their getting together, “Why should this be here?” when, otherwise, everything works well is not dissimilar from what happens in the workplace.

Pete Mockaitis
Okay. So, there we have it. So, we’ve got these components, and so then I guess I’m curious in terms of there’s a lot to be said associated with match and then the interaction amongst people there. And so, are there any particular best practice behaviors within teams and organizations that just are quite wise because they make good application of this knowledge?

Dr. Janice Presser
Well, understanding that people are healthier when they do what they love, and they’ll get along better with everyone. What you want to do is start out by aligning what the person really is like, that is their role, their coherence, their teaming characteristics, with the work that you’re expecting them to do. And so, my favorite best practice for managers is this.

You know how we all hate doing performance evaluations? Seriously, if there’s anyone out there who loves doing performance evaluations, please let me know. I haven’t met you yet. But most people, we don’t like doing them as managers, and people don’t like listening to them because nobody’s ever perfect. And sometimes your compensation is tied to it. So, this is my way of evaluating people as a manager, three simple questions.

First, “Are you doing enough of what you really like?” Pete, are you? I think you are in this job.

Pete Mockaitis
Oh, yeah.

Dr. Janice Presser
Right. “Are you doing too many things that you don’t like?” Now, I know you’re doing a few things you don’t like because, well, doing a podcast involves having to do a whole lot of technical things that are besides the point, but you do it just like startup people do it. You do that stuff because it’s important to the achievement of the vision, which is, in your case obviously, the world-changing podcast, right? So, that’s okay.

But if you were working for someone else, and let’s say 10% of your work are things that you love and 90% are things that you didn’t, you’d probably go looking for a new job and I wouldn’t blame you. And then the final question I asks is, “So, what can we do together to make it better?” That’s it. And then for the manager, you can start to look at the work that your team is expected to do in a whole new way. Just look at it from above. Think of your team as a living, breathing thing, the team itself, I mean. And that team has needs to get to whatever its mission is, whatever you’re supposed to be doing, and that part doesn’t matter.

And then you can look at, “What does the team actually need in order to get to the achievement of the mission? And who would like to do these things the best?” So, sometimes the job descriptions that get handed down from HR to HR to HR don’t really align with the real people that are in your team. Just because you have an official description doesn’t mean that you, as a manager, shouldn’t just be able to just get the work done, take care of business in the way that makes sense for everybody.

It isn’t that difficult and I’m always delighted when I’ve gone in and advised someone and everybody’s gone through the technology, and we’re looking at reports, and coming up with suggestions, and I find out that they already started moving some bits and pieces of job descriptions around and redistributing work to make people happier. And then, of course, they always report back the positive effect it has because it has the physical effect of removing friction. It takes out the friction.

Sometimes what you discover is that you have hired a little too much in your own image and it’s not an uncommon thing. So, very strategic people will often hire people who they see as being strategic thinkers. The problem is that’s not required if the job is to manage day-to-day operations. All you’re going to do is have a lot of people who want to do the same thing for the team and nobody who wants to do what the team really needs in one or more areas. And that’s a guaranteed fail.

You’ll get somebody to halfheartedly do it, they’ll probably do it, but they’ll be either putting their resume out on the street or they’ll be getting their satisfaction somewhere else and you will sink to the bottom on their important list.

Pete Mockaitis
Okay. Well, that’s a cautionary tale. Thank you. And so then, if you are the individual professional and you are getting some awareness for what you need, and you would like to get more of that, what are some of your pro tips for managing up effectively to make that happen?

Dr. Janice Presser
Ah, managing up is always a challenge. Managing up is a whole interesting kind of thing. We often think of our boss like kind of a super parent, right? So, they know more, they’re more powerful, and please stop making that assumption because it’s probably not true. In fact, very often you may be reporting to someone who is not, in fact, making your work ready for you, to make it more accessible to you. It’s not a failing on their part, it’s kind of a systemic failing that there is nobody kind of managing the transition from the strategy into the action.

But sometimes you’re below in the hierarchy but you’re really, really good at that. So, keeping in mind that one of the things that you need to not do is to invoke a whole lot of fear in the person who you’re reporting to. Oh, that’s very important. Fear diffuses people’s energy. Fear just makes them less coherent. You want to encourage the coherence, or the holding together, the sharpness, the focus of the person who you’re reporting to.

And so, now again, depending on your field for what kind of certainty environment do they want, you may need to give them the feeling that things are very even keel before you go to them with a whole lot of complaints about how things are not working out. If you have somebody who gives you that fear response or defensive response immediately, retreat. Because if you make them more defensive, they will turn that back on you. Unless, of course, you want to get fired to collect some unemployment while you’re following your dream. I make no judgment whatsoever on that.

Remember, you have your special way of contributing to the world and so do other people. And your way may actually be more effective in your boss’ job than they are, so you have to tread carefully. Here’s another little secret. We are all motivated by the same things, and I’m just going to talk about two of them quickly and tell you how you can use that.

So, everybody has some level of motivation towards power, not power over people but empowerment, you know, feeling, “I’ll be able to do this. I can drive the business,” whatever it is that makes you feel exhilarated and powerful and instrumental in your world.

The other major motivator is affiliation, friendliness, being liked. Now, you can’t make assumptions on that. We sound like we’re having a very friendly conversation, I’m sure, to podcast listeners. But I will be the first to confess, I’m all about the power and affiliation pretty much has always taking a backseat in my life. So, it’s not bothered me if somebody didn’t like me or I’d scared them enough that they didn’t want me in their company anymore because I really wanted to do my own company and have a culture. That was the way I envisioned it. That would be fun for everyone.

So, if you can get a feel for what’s more important to your boss, this is what you can do. Are you ready?

Pete Mockaitis
Yes, indeed.

Dr. Janice Presser
So, if your boss is very high in power, and, Pete, I’m going to make the assumption you are because if you weren’t wanting to be instrumental in this world, you never would’ve started a podcast, or been a great consultant, or anything else that you do. So, how I’m going to approach you is, even though I’m normally a real power person, I’m going to go in very low in power, and I’m going to say something like, “You know, Pete, I’ve been trying to solve this customer problem, and I just need to ask your help.”

Now that’s going to be hard for me because normally I’ve got 17 solutions and I’d like to go in and say, “Pete, could you give me like 50 people so we could try these things out?” But recognizing you’re a motivator, I can enhance that and bring it over to my side to engage you to use your desire for power to help me solve my problem.

Second thing, so I’m going to go opposite. Now, by the reverse, let’s say I’m trying to manage up and I’ve got a boss who’s not very motivated by power. If you’re working in customer service, particularly in a call center, that may be true for you. So, I want to go in with the reverse. For instance, something like, and I can’t even say, Pete, because it’s very unlike you, but let’s say, “Joe, I’ve been giving this some thought and I’m wondering if this might be a very effective way to do things and I’m going to give you a chart with maybe a few bullet points or something. And I’m going to be very happy if you adopt it for your own.”

So, I’d be going in in the opposite direction, so on that power gradient you always want to be the reverse of what the other person is. But, on the cordiality dimension, you want to match up with someone. So, that’s pretty easy. If somebody is very friendly, go in first with a giant smile on your face no matter how much you have to complain about. And if you’re a power person, this can be a hard lesson to learn, okay, because you’re going to have to use some of your desire to be powerful to learn how friendly people interact. It’s not that difficult, just observe a few.

For instance, they always smile. No one ever has to tell a very cordial customer service person, “Smile before you pick the phone up.” No, it’s we power people who need that reminder. So, go in with a smile and with love in your heart, that’s love on a casual, cordial level, not bad, don’t get the HR police on you, none of that stuff. And go in with something that matches their level of cordiality when they’re on the friendly level.

Now, here’s the caveat here. Sometimes you walk into a situation where the other person is anything but cordial. In fact, they’re spitting nails, they’re furious and all that, and your instinct, and, of course, since I’ve just told you to match that cordiality level, might be to yell right back at them. Don’t do that. The way you’d match low cordiality would be to just go cold, kind of blank, blank expression, no smiles. If you smile, the other person is going to think you’re a complete idiot, so try not to do that even though that may be always your natural inclination to try and warm people up.

If you go in minus your usual cordiality level, that is you go in with no smile, no yelling, but no smile, eventually that will move the needle on the other person’s cordiality as they warm it up a little bit, and they say maybe, “Ugh, excuse me, I’ve been having a horrible day. The furnace exploded and the cat had 17 kittens, and I don’t know what to do.” Then you can warm it up and say, “I’ve had those days too,” a little half smile. If they go to full smile, bring it up to full smile.

But managing somebody is a matter of really managing them where they are. And that has some changes during the day. Everyone has kind of the motivator that is always going to spark something in them. But there’s always enough room for you to get in under there. As long as you understand that you can never, don’t yell back, that will never be effective. And what you really want to get to is a level of respect and trust on a mutually-agreed upon framework that actually works to help you both be more productive.

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

Dr. Janice Presser
Oh, my God, let’s see. I think the main thing for managing up, it dates back to our childhood. When we’re kids, the person who has the more powerful title is always the one we’re afraid of, and we know they’re more powerful because mommy and daddy can make that car go, and they can sign their name, and we get food in the house and things like that. It doesn’t work that way at work. We’re all adults, right?

You may be working for someone much more educated or anything else, but you deserve to have that respect and trust at the level that you give out also. So, just do not be afraid of it. Go ahead and use it. I’m forever challenging particularly because, I guess, I run into it more, younger women who are not taking command of their scene. Go ahead. Just do it. Whatever you think is in the way, you can overcome it. And if you trip over it, just get up and do it again. It will be fine. I’m living proof.

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

Dr. Janice Presser
You know, this is the back in the olden days, and I don’t know if this is true now. We had to memorize a poem, and I think this might’ve been third or fourth grade. And I think I probably memorized this one because it was dark but it was powerful. And it’s “Invictus,” it’s the last stanza of “Invictus” by William Ernest Henley.

“It matters not how strait the gate,
How charged with punishments the scroll,
I am the master of my fate,
I am the captain of my soul.”

That’s always spoken to me.

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

Dr. Janice Presser
My favorite is my ongoing research, and it’s about the only quantitative research that I actually enjoy. And that’s my counting the number of times people have said to me, after I’ve told them about something, not knowing the person that we’re talking about, but just on the basis of their Teamabilty report. And they said, “Oh, my God, that’s dead accurate.”

Pete Mockaitis
Beautiful. And how about a favorite book?

Dr. Janice Presser
Oh, all right. Well, I don’t know if you’ve read this, but they did make a movie, and I haven’t been able to bring myself to see the movie because I love the book so much. And it’s Madeleine L’Engle’s book A Wrinkle in Time and it’s a children’s book, and it’s part of her Time Trilogy which won all kinds of wonderful awards. And I love it because of the science in it.

But I mostly love it for what she said about it. And what she said was, “When I have a topic that’s too difficult for adults to understand, I write it as a children’s book.” And she inspired me enormously.

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

Dr. Janice Presser
Ah, Lose It! LoseIt.com because you live in a physical body and you need lots of energy. And, yes, I am older than I look, and I have to give lots of credit to Lose It! I think I’ve been using it way past 10 years. It’s just, “What are you eating? What are you exercising? And what other goals do you have?” It’s grown as I guess as I’ve grown and used with it. So, there are lots of things you can track with it that are measures of, “Am I spending enough time during the day reflecting on am I going to have enough energy to accomplish all these things I want to do?” And if you haven’t figured it out by now, retirement is not one of those things that I want to do.

Pete Mockaitis
Okay. And is there a particular nugget you share that really seems to connect and resonate with folks?

Dr. Janice Presser
Oh, boy. Well, I will tell you what someone else has told me. I actually don’t remember when I even wrote this, but people are always reminding me that I said it. And I said, “In efficient teams, people are able to share time appropriately. They cooperate over it. And in the act of sharing it, they actually cause it to expand.”

And that’s what happens on great teams, is that at the end of the day, we don’t feel tired. We go home and we feel renewed and so we give more to our people, our family, our friends, or whoever is in our community, our cities, our states, our countries, the whole world, our entire environment. And that’s what is important to me.

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

Dr. Janice Presser
TeamingScience.com where you’ll learn about teaming science. Of course, if you want to follow my blog, I do, some is team-oriented but some of it goes off in other directions. And it’s just my name, DrJanicePresser.com, and I think there are links on either that will take you to the other. Please feel free to send me an email through either site. I love hearing from people in how they’re doing things. And, of course, you can always follow me on Twitter @DrJanice. She sometimes tweets a little rude but it’s been over 10 years and still tweeting there. And @TeamingScience is more new. So, if it’s tips you’re looking for, I’ll be getting to get those out soon.

Pete Mockaitis
All right. Well, Janice, this has been a lot of fun. Please keep up the great work.

Dr. Janice Presser
Thank you. It’s been great to be here with you, Pete.