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998: A Crisis Management Expert’s Guide to Leading Well with Dr. Thom Mayer

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The “Master of Disaster” Dr. Thom Mayer shares his most valuable lessons learned from leading during times of major crises.

You’ll Learn

  1. The critical first step to leading well
  2. The recipe for a great workplace culture 
  3. Why to suck down instead of up 

About Thom

Dr. Thom Mayer is the Medical Director for the NFL Players Association, Executive Vice President of Leadership for LogixHealth, Founder of BestPractices, Inc., Speaker for Executive Speakers Bureau, and Clinical Professor of Emergency Medicine at George Washington University and Senior Lecturing Fellow at Duke University.

He is one of the most widely sought speakers on leading in times of crisis, patient experience, hardwiring flow, trauma and emergency care, pediatric emergency care, EMS/disaster medicine, and sports medicine. In sports medicine, his work at the forefront of changing concussion diagnosis and management in the NFL has changed the way in which these athletes are diagnosed and treated. His work in each of these areas has resulted in changing the very fabric of patient care.

In 2022, Dr. Mayer helped lead a mobile team to Ukraine, caring for more than 350 internally displaced persons during the current war and training over 1,700 Ukrainian doctors, nurses, and paramedics. On September 11, 2001, Dr. Mayer served as the Command Physician at the Pentagon Rescue Operation and has served on three Defense Science Board Task Forces, advising the Secretary of Defense.

He has published over 100 peer-reviewed articles, over 200 book chapters, and has edited or written 25 textbooks. His newest book, Leadership Is Worthless…But Leading is Priceless will be released on May 7, 2024 through Berrett-Koehler.

He has won numerous awards, including the ACEP James D. Mills Outstanding Contribution to Emergency Medicine Award in 2018. He has also been named the ACEP Outstanding Speaker of The Year, ACEP’s “Over-the-Top” (three times), and ACHE James Hamilton Award (three books).

Resources Mentioned

Dr. Thom Mayer Interview Transcript

Pete Mockaitis
Thom, welcome.

Thom Mayer
Well, it’s good to be here. I’m honored to be among your guests. I really enjoy the work you do.

Pete Mockaitis
Oh, thank you. Well, we’re honored to have you, the so-called master of disaster. Hopefully, this interview is not a disaster. And to that end, I’d love it if you could kick us off with a riveting tale. Firsthand, you’re in the midst of a crisis, high stakes, life and death situation. Take us into the scene. What went down and what was a key learning that you picked up that’s really influenced some of your work and writings?

Thom Mayer
Well, there could be many of them, but since we’re recording the day after 9/11, I can remember vividly what it was like to go to the Pentagon on 9/11 in 2001. I was summoned there to become the command physician. It was looking at the gates of hell. It looked like a movie scene. Everyone who was there that day felt as I did that, “This can’t be real. How could it be possible that a plane would crash into the Pentagon?” But everyone’s eyes turned to you, because as the command physician, and you wear a bright orange fluorescent vest that identifies you as such, it’s not like you can hide.

And they’ve got eyes on you to figure out, “Doc, is it safe for us to go in the building? Is it safe for us to go in and try to rescue people and to recover those who couldn’t be rescued?” So, it was an honor.

And the next three days were not a blur, as people often see it, but a series of not just snapshots with absolute clarity in terms of what the problems and issues were, but more like a movie on a continuous thread. Eventually, when it was safe, I went into the building with SCBA tanks on our backs and helmets on with the FBI evidence recovery team to survey both the devastation of what had occurred, but also to think about lessons for what that might teach us for the future.

So, most people are sane and run away from the sound of chaos and fire and flames and explosions, but we, I say not just me, but the entire team of 5,000 people were trained and anxious to go in and help. So, we kind of run towards the sounds of chaos.

Pete Mockaitis
That’s quite a turn of phrase, “Run towards the sounds of chaos.” And has that been sort of a recurring theme or lesson or a recommendation you give to leaders and professionals in the midst of them doing their daily work even if it’s lower drama, lower stakes?

Thom Mayer
Yeah, absolutely. And I get this question of, to me that’s an honor and one we should all embrace, and people ask me, “Well, yeah, but, Doc, I don’t get to lead on a national stage, an international stage of crisis, but that’s my point, is all of us lead all day, every day in whatever we do.

So, waiting, I think the word “Someday I’ll be a leader” is a wistful, unhelpful word and phrase. “Today, I am a leader” is a very embraceable phrase and one that everyone, no matter who they are, no matter what they do, certainly you lead when you put this podcast together. But you also lead when you take Joey boy for a walk or calm him down or whatever it is that he needs. As his father, you’re leading him. Just like a single mother leads her family.

So, it strikes me that leading is a truly universal concept and not an aspirational goal. It’s something that we need to listen to, embrace every day.

Pete Mockaitis
Thom, I like that and I resonate with that, and I’m curious if you’ve ever heard pushback. If someone were to say to you, “Oh, Thom, I am the tiniest cog in a grand machine. I have so little influence over…” how do you respond?

Thom Mayer
Well, certainly, I get pushback because, in the book, the title is Leadership Is Worthless…But Leading Is Priceless and that’s contrarian, counterintuitive at a minimum, and if it’s offensive, I don’t mean it to be, but it deserves an explanation. The explanation is leadership is worthless because it’s just what you say, and anybody can say anything. But leading is priceless, precisely, because it’s what you do, and we all do that. So, I do get pushback, “I’m the small cog in a very big wheel,” and my answer is, “But you’re your cog.”

When our boys were younger, Maureen, my beautiful and brilliant wife and I had three boys, now young men, but whenever I was in town, because my job requires a lot of travel, speaking and meetings, things like that, whenever I was in town, I drove them to work in my truck, and when I let them out, I said precisely the same thing, which is, “One more step in the journey of discovering where your deep joy intersects the world’s deep needs.” I swear I said this to them. They prefer to take the bus.

Pete Mockaitis
“Okay, Dad!”

Thom Mayer
Yeah, “Bye-bye. I’ll take the bus today. No, thank you.”

Pete Mockaitis
“Is my lunch here?”

Thom Mayer
Yeah, exactly. But the point is you have to start with your deep joy. Doing this podcast, setting it up, having the guests on that you have is not easy, but it’s your deep joy, and that comes through in every episode I’ve listened to, and I’ve listened to over 10 of them, that comes through. But if you were just showing up and putting the time in, that would show too, and that wouldn’t be your deep joy.

So, when I find people that are not able to embrace the job that they’re doing, it’s usually because they’ve signed up for the wrong job. It’s not where their deep joy intersects the world’s deep needs. And once people understand that and learn that, I think it becomes easier to not aspire to be a leader, but to embrace the fact that you are already a leader, and then to inspire others through what you do and what you say and how you do it.

So, I’m interested in helping people, when they wake up in the morning and their eyes open and they swing their legs around, to say, “Today, I am a leader. How will I lead? How will I exemplify what I believe in, my deep joy, mission, vision, values, true north?” whatever you want to call it, and different of your guests have called it different things, but that’s what needs to be done. And, therefore, the book is not intended as a leadership book. It’s also not an anti-leadership book. It’s simply a book for people who want to embrace the fact that they lead and will continue to lead.

Pete Mockaitis

Well, I’d love it if you could give us an, maybe, unconventional or striking example of someone who identified their deep joy connecting with the world’s deep need. Because I’m thinking about some folks who are like, “Well, geez, my deep joy is playing this game.” I’m just thinking about my kids.

Thom Mayer

Sure. Sure.

Pete Mockaitis

If I say that to them, “What’s cool?” it’s like, “Well, what I love doing most is playing the snake game on the Apple TV, Dad.” So, that doesn’t really solve a need. But I imagine there’s sort of a process of inquiry and discovery that leads you to discover such intersections. Could you tell us a tale of such a process?

Thom Mayer

I was a football player, and that was my deep joy when I was a kid. And when say kid, all the way through high school and college. I wanted to play in the National Football League. And most people play football in order to go to college so that they can get a scholarship and not have to pay for their education. I was exactly the opposite. I went to college to play football because I was finished with high school, and if I was going to continue playing this game that I loved, I couldn’t go straight to the pros then, you had to go to college.

So, I did. I started when I was a freshman, that was unusual. But about a third of the way through the season, the coach said to me, “Hey, I talked to your academic advisor and you haven’t declared a major.” And I said, “A major what? You didn’t say anything about a major when you recruited me.” “No, no, Thom, you got to have a major, a major field of study.”

So, I chose theology, and became a theology major because I was always interested in how people think and what they do and all that. And, honestly, Pete, it was because you didn’t have to take tests. You just wrote papers and had discussions under trees. So, I thought, “Hey, they’re already paying for my education, how about I don’t work all that hard on the education part?”

And at the end of my sophomore year, my theology advisor and a professor, biology professor, who I had taken a course from. “Have you ever thought about becoming a doctor because you might have more influence as a doctor than as a theology professor?” I didn’t know. A doctor was somebody who sawed up a laceration or stuck his finger some place I didn’t want it, and said, “Turn your head and cough.” But I said, Sure.” I trusted these guys.

So, as a junior, I started taking freshman-level pre-med courses. The first course was Chemistry 101. It went okay, if not great. I got to the first test. It was a hundred-question test, and I opened it up and the first question is “A mole is Avogadro’s number of particles or…” and then five answers, A, B, C, D, E. “Well, who’s Avogadro? I never heard of an Avogadro. He’s got a number. I don’t, a mole? I thought that was a critter that tore up your lawn or something.”

So, I thought, “You know, hey, this has been great, no problems. I wonder if I can…Are we still in drop ag? Can I drop this course? I’ll just go back to theology and football.” So, my answer is I didn’t even read the questions from there on because I figured if I didn’t even know what the first one was. So, I just did A, B, C, D, E, E, D, C, B, A. In football, we call a slant and go route, a sluggo route, and that’s what my answer page looked like.

So, I got to the end, a hundred question, marked it off, flipped the page, but in the back, there was a blue envelope, and typed on the envelope said, “Bonus question. If you get this question right, you’ll get an A in this course no matter what you did on the first 100 questions.” And I thought, “Let’s give it a shot.” So, I opened it up it says, “What’s the name of the man who cleans this room every night so you can have a great place in which to learn?”

So, I walked up to the professor, Keith White, the Chairman of the Department of Chemistry, I said, “Dr. White, this bonus question…” and he smiled, and I said, “You want his first name or his last name?” And he said, “Thom, if you can give me his first name and his last name, I’ll not only give you an A in this test, I’ll give you an A on this course, as long as you show up and as long as you do your work.”

And I said, “Well, Dr. White, what if I can give you his wife’s name and the names and ages of his six kids?” He stood up, took his glasses off, pointed at me, and said, “Thom, if you can do that, I’ll give you an A in every chemistry course you take, as long as you show up and as long as you do the work.” And he was as good as his word and I was too. And so, all my chemistry courses from him, I got an A in. And so, what’s my point?

Pete Mockaitis

If I may time out. How did you happen to know him so well, the person who’s…?

Thom Mayer

Well, that’s the point, that’s the deep-joy point because the reason I knew him so well was, I didn’t even get to the chemistry lab until I had finished all day of classes, all day three hours of practice in football, theology essays, so about midnight I end up showing up in the lab and that’s when this gentleman, who had another job during the day, came to the lab.

So, we got to know each other and got to know each other well in the darkness of the night because his deep joy was not just cleaning that room, but interacting with the very few students. I was probably only one of two in a whole semester. And so, I became a doctor not because I’m smart or intelligent or hardworking, but because of a janitor at the college I went to. His name was Roosevelt Richmond.

But, let me tell you, he came in smiling every day, whistling every day, and he always said to me, “Look at him, he’s got fire in his belly.” And I’d said, “No, Mr. Richmond, I just don’t plan my time all that well.” So, I found that, as a physician in environmental services, janitorial services, I hate that second term. In the hospital, so after a tough resuscitation and there’s trauma, there’s blood all over the place, sure, I thank the nurse, yes, I thank the resident, yes, I thank my colleagues, but I also go over to the environmental services person and say, “Thanks for cleaning this up. We can’t do this without you.”

So, I think as you go through your day, counterintuitively, you’re going to see people that may not have CEO after their name, they may not work and live in the C-suite, but they live in the C-suite of their life, of their family, of their job. And so, a long way to travel to answer your question, but they’re everywhere. The deep-joy folks are literally everywhere, in my opinion.

Pete Mockaitis

That is beautiful. Thank you. So cool. So cool. Well, so tell us then, your book, Leadership Is Worthless…But Leading Is Priceless, we’ve already shared a couple principles and some gems, are there any top things you think most of us are getting wrong about leadership and some key reframes or principles that you just wish the world would internalize?

Thom Mayer

So, I really want people to do three things. Number one, to think about leading, not leadership, but leading, a verb, active voice, the actions, in a radically different way.

Number two, I want them to act on that within a week, because if people listen to this or any of your podcasts, or anything that they hear or read or see, and aren’t moved to action within a week, they’re probably not going to do it. They may be, “Wow, that was interesting,” but if it doesn’t change what you do, so I want you to think, I want you to act.

And the third is to innovate. And the reason we have to innovate, I think, is because the way we’re working isn’t working, or it isn’t working well enough or as well as it could, so that innovation is an iterative process in everyone’s life. But it doesn’t occur at the speed of genius or intelligence or creativity. It occurs at the speed of trust because if we don’t trust each other, we won’t step outside the lines. We’ll be afraid of failure.

And when you begin to look at it that way, the answers are not above us, as most people think. The answers are within and among us. The answers aren’t in the C-suite. The answers are in the We-suite, the people who do the work, no matter what the work is. So, what I would say to your listeners is, the leader you’re looking for is you. It’s already there. It’s not something in the future.

I, personally, think if people call others future leaders, I think that’s absolutely a demeaning thing to say, as if, “I’m a leader but you’re not.” The boss is somebody who thinks that he’s the most important person in the room, but the leader knows that her job is to make sure that everyone else in the room feels that they’re the most important person in the room.

So, that somewhat epiphanous moment, and again, I’m okay with aspirational, developing, emerging, but the idea of calling someone a future leader, within those words, I guess as a theology major, I think all words have meaning but all actions and behaviors have meaning. You’re already there, folks. The leader you’re looking for is you. Just embrace it and, yes, improve it, but live up to what it is you believe in in the first place. Don’t think, “Well, someday in the future, it’ll happen to me.”

Pete Mockaitis

Yeah. Well, it’s funny when you say future leaders, I think I’ve heard that most often in the context of I was a high school student at leadership conferences, of which I was a big fan and attended many. But, yeah, when you say it like that to grown-ups, in the midst of their job, that does feel demeaning. And it reminds me of like, “Oh, I think of you as a child.” But even children, I would say are leading. I’m thinking about my six-year-old Johnny is leading his younger siblings and influencing them in positive, beautiful ways, which is heartwarming to see. So, yeah, aspiring, emerging, but also, yes, here and now.

Thom Mayer

Well, that’s a great example because, you know, we have three boys, and we now have five grandkids, and they lead. They lead their families. Those other kids, younger kids, look up to them and model their behavior after them. So, Johnny can feel like, “Well, I’m just a six-year-old,” or it can feel like, “Son, I saw what you did. That was incredible. Thank you for doing that. I appreciate that.” Same world but two different worlds altogether, if you think about it in that way.

Pete Mockaitis

So, if we want to think about leading in a radically different way, is that right there, the radically different way, you know, the We-suite, not the C-suite, everyone is…?

Thom Mayer

Yeah, I think you have to talk about, you know, it’s not the C-suite that matters. It’s the We-suite. It’s the people who do the work. There’s a concept that Kirk Jensen, one of my research partners and I coined, called hardwiring flow, and that means hardwiring flow into systems and processes. What’s hardwiring flow? It means stop doing stupid stuff and start doing smart stuff.

Well, who’s going to identify the stupid stuff? I think the people who do the work know what the stupid stuff is. And they also know if we can innovate at the speed of trust, if we can make failure our fuel, they’ll devise the solutions that work best for the customer, for the patient, in my case, in terms of emergency medicine and sports medicine, as opposed to the C-suite.

Now it doesn’t mean that the C-suite doesn’t have an important role, but the role is not making decisions, not devising new solutions, not saying, “Well, leading consists of vision. I’m the Chief Vision Officer.” Well, the people who do the work are the ones who can best see what the vision is for how to improve the work, number one.

But the C-suite then begins to say, “Oh, my role is to create these enzymatic catalytic reactions which allow the We-suite to do their work,” which leads to corollaries, making failure your fuel, number one. Number two, it’s not the words on the walls that matter. It’s the happenings in the halls. As an emergency physician in tough situations, if I got to look up on the wall to figure out what I’m supposed to do, something is wrong.

Pete Mockaitis

“Hang in there,” with the cat.

Thom Mayer

“Yeah, let me figure this out here.” So, I think it’s not necessarily an inversion of the traditional ways of thinking about things. It’s a reframing of what I found the reality of leading in times of crisis to be.

Pete Mockaitis

You say, “Do more smart stuff and less dumb stuff. The people who are closest to the action see what’s the dumb stuff.” And I think that is, boy, in the game of leadership effectiveness, I don’t know if that’s maybe a third or a half of the battle is just creating the environment.

We’ve had Amy Edmondson, who talks about psychological safety and researches it, on the show a couple of times, in terms of, “Do you really have an environment, a culture, systems, processes, incentives, whereby folks are encouraged and freely, safely, are able to speak up and say, ‘Hey, I noticed we’re doing this dumb thing. Maybe we should do this other thing instead.’?”

And then will that be received and acted upon, or will it just be poo-pooed, or just like, “Huh!” Or just ignored, like, “Huh, that’s weird,” or more or less send the message explicitly or implicitly, “Shut up. This is the way we do things around here, and we’re really too busy to worry about this irrelevant little thing that you’ve brought to our attention, little peon.”

So, sometimes it really does feel like that’s the vibe in a lot of organizations and teams and cultures, and I think it is so toxic to our longtime flourishing. But you’re the expert, I’m just the rambler, how do you think about setting up a situation where folks can surface, “Hey, there’s some improvement opportunities, and let’s get after them”?

Thom Mayer

Well, I couldn’t agree more with the way you framed it. I think my friend, Mark Verstegen, who founded what’s originally called Athletes Performance, now Team Exos. He’s the performance director for the NFL Players Association, one of my partners in terms of keeping our players healthy and safe. But he says it well, “Simple things done savagely well.”

And we’ve made life more complex than it really is. In many ways, perhaps because I was a theology major, we’re almost reinventing and rethinking Aristotelian wisdom, and what I mean by that is this. Aristotle famously said, “We are what we repeatedly do.” The excellence then is not a virtue, but a habit.

Well, if that’s true, and I believe it deeply to be true, hence, the leader you’re looking for is you, the answers are not above us, they’re within and among us, then we begin to realize that. I hear about culture all the time, “We have a great culture,” and I go to organizations and 50% burnout, and when I talk about accountability, burnout, leaders and leading in times of crisis.

And my answer is, “If your culture is so great, why are 50% of your people burned out?” Because burnout, Christina Maslach is a close friend, and I talked to her many times.

Pete Mockaitis

A guest on the show.

Thom Mayer

Yeah, I listened to that one. It was great, as it always is. But, to me, burnout is simply the fact that you’re unable to feel your deep joy at work, then that becomes just a ratio of job stressors and adaptive capacity or resiliency, another term. We can talk about that if we have time. But when you begin to think of it in that way, and you realize that the culture is created every day by the people who impact the other people in the organization, whether that’s the customer, the outward-facing customer, or the inward-facing customers, the teams, that’s why there’s no leading except with teamwork.

So, the work begins within each of us, but it turns towards teamwork because we work in teams. So, how do you start that? Well, you hire right. I’m a lot less interested in hiring brilliant resumes than I am motivated people, motivated by their deep joy, their passion, their servant leadership, all these terms that we’re used to, easy to say but harder to do.

Because we can educate people. I can make them smarter in whatever, cardiac resuscitation, trauma, sports medicine, and all that. But if they don’t have the passion, if they don’t have the burning desire, if they don’t have the willingness to work across teams, Bill Belichick said famously, “Talent sets the floor of a team, but character sets the ceiling.”

And when we look at the character of people when we hire them, we say, “I don’t want you to just show up for work. I want you to show up for work with passion, with joy, with intensity, and with ideas on how this work could be better.” So, you have your job, but you also have that important job of helping that job be better and easier for the people who do it.

Because, as you know, and you’ve talked about this in the show before, intrinsic motivation is why people do things, not because the boss says so but because they realize this better serves their deep joy, it’s easier for them, and it’s better for the customer or patient or whoever it is that we’re at that job for. So, I think hiring right and creating that culture on day one before they ever come into the organization is critical and neglected in many organizations.

Pete Mockaitis

All right. Well, Thom, tell me any other top do’s and don’ts you want to make sure to put out there before we hear about some of your favorite things?

Thom Mayer

What I learned at the Pentagon, I’m asked that question often, “Just tell me one thing you learned at the Pentagon.” And the answer is, “Stop sucking up. Start sucking down.” And what I mean by that is, on day one, September 11th, in the afternoon with the fire raging, there were 32 generals, two-star or above, standing behind me at the Pentagon. Great people, impassioned people, deep joy, saying, “Doc, tell us what you need and we’ll get it for you,” because that was their people inside that burning building.

Now, I could have spent three days, which I did on-site, sucking up to the generals. It wouldn’t have done me any good, and, more importantly, it wouldn’t have done the people I was serving, the paramedics, the firefighters, the structural engineers. So, suck down is what we need to do, and that was the structural engineers, the Army Corps of Engineers, shoring up that building, fixing that gash where American Flight 77 blew through the southwest wall of the Pentagon, all the way into the A-ring, the inner ring of the Pentagon, the firefighters, the paramedics.

And I think that’s true in most organizations. People need to stop sucking up and start sucking down. If you have a bunch of suck-ups, most of us can’t stand that, but that comes when you talk about future leaders instead of “You are leading today. What can I do to make your job better and our customers’ lives, patients’ lives in my case, better?” So, one piece is just that. Stop sucking up, start sucking down.

Pete Mockaitis

Okay. And so, when you say, so sucking up, we understand to mean, when you say, “Oh, oh, is there anything I can do for you, sir or madam? I think you’re so wonderful and so smart and so brilliant, and, oh, let me get that for you right away.” And so, we sort of want to take that approach of, I don’t know, deferential-ness, or kindness, service, etc. to serve those who are on lower levels of the org chart so that we see “What do you need? What can I do for you? How can we make your life easier, better, resource you so that you can do what you need to do well?”

Thom Mayer

And you phrased it perfectly, particularly the voice inflection, but that voice inflection, that sucking up, is kryptonite to creativity. Absolute kryptonite to creativity. Because when most people, when most bosses say, “Think outside the box,” they don’t mean that. They mean, “Think inside my box. Think the way I think.”

Pete Mockaitis

“Outside of your box and inside my box.”

Thom Mayer

Exactly. And guess what the boss is thinking. It’s just no way to live. No way to live for the people doing the work. It’s really no way to live for a leader because it’s frustrating. You really want them to, “Hey, blow me away. Give me an idea. Let’s think about how this could be done differently.” Again, contrarian, but I think, in my life at least, it’s been one of the keys to success.

Pete Mockaitis

Okay. Any other top do’s and don’ts?

Thom Mayer

The leader you’re looking for is you. Everyone in every organization is a leader, number one. Number two, everyone in every organization is a performance athlete, no different than my athletes in the NFL, involved in a cycle of performance, rest, and recovery. Performance, rest, and recovery. And as you know, we’ve neglected rest and recovery, which is part of the reason we have so much burnout and moral injury in our society these days. So, invest in yourself, invest in your team of people.

And then third, the work begins with them. We always start within ourselves. People say, “Well, do you ask people in an interview ‘What keeps you up at night?’” And the answer is, “No, hell, no. I ask them ‘What gets you up in the morning?’ That’s what I care about.” And that’s why I say the work begins with them, but it turns towards teamwork. So, the skills of teamwork, perhaps a future podcast we can do together, but an absolute part of success, personally and within organizations.

Pete Mockaitis

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

Thom Mayer

Well, one of my favorites is Churchill, and it’s not, maybe one you’ve never heard Churchill say before. But in the midst of his prime minister-ship, the Lord Mayor of London had a luncheon for him and his beloved, treasured wife, Clementine, was there with him.

And the Lord Mayor thought he was going to trick Churchill by saying, “Mr. Prime Minister, if you couldn’t be Sir Winston Churchill, who would you choose to be?” And his impish smile, and said, “Mr. Lord Mayor, if I couldn’t be Sir Winston Churchill, I would choose to be…” and he looks down at his wife, and said, “Mrs. Churchill’s second husband.” Isn’t that nice? That’s the way I feel too.

Pete Mockaitis

And a favorite study, or experiment, or bit of research?

Thom Mayer

Oh, I think all the work done on this. We’re working now on lifespan, how long you live, health-span, how disease-free you are, but we’re doing a lot of work now on joy span, on how the generative joy, the generative nature of creativity, of doing things, not just at your stage and my stage in life, but Johnny’s stage and Joey’s stage so that we nurture that sense of awe, that sense of joy, that sense of we are all creating our own lives and helping shape the lives of others. So, some great research coming out on that that I think is going to help change the way we look at what does a successful life look like.

Pete Mockaitis

All right. And a favorite book?

Thom Mayer

If you said choose one, I’m very impressed with Brene Brown, and I think her work is very, very important work. And if I chose one, I’d probably say Dare to Lead.

Pete Mockaitis

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

Thom Mayer

Oh, I think a smile. When people think of me, I only want them to do one thing. I want them to smile. Now, I don’t have a great smile, but the tool is creating smiles in other people so that when they hear my name, hear my voice, see my face, they smile.

Pete Mockaitis

All right. And a favorite habit?

Thom Mayer

Gratitude. I try to get up every morning, and before I do anything else, sit calmly or stand calmly and think of three good things that I’m really grateful for. And I try, during the course of that day, to reach out to whoever or whatever team it was that I thought about and let them know that, because, as one great writer said, “There is silence enough beyond the grave.” I think expressing that gratitude is more important in some ways than feeling that gratitude.

Pete Mockaitis

Okay. And is there a key nugget you share with audiences or readers that seems to really connect and resonate, they highlight it, they retweet it, they quote it back to you often?

Thom Mayer

Over the course of 30 plus years, it’s deep joy. People say, they’ll come up to me and say, “I heard you speak 20 years ago or 10 years ago or last year, and of all the things you said, the thing that stuck with me is deep joy, deep needs.” So, yeah, people, and you’re probably about to ask me what my deep joy is, and my deep joy is helping other people find and embrace and live their deep joy.

Pete Mockaitis

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

Thom Mayer

Well, the book is available on Amazon and all major websites, Leadership Is Worthless…But Leading Is Priceless: What I Learned from 9/11, the NFL, and Ukraine, because I had the honor of serving there. But my email is the best, it’s just thommayermd@gmail. If I can help you, it’d be an honor. Reach out anytime.

Pete Mockaitis

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

Thom Mayer

The leader you’re looking for is you. The work begins within.

Pete Mockaitis

All right. Thom, this has been so much fun. I wish you much luck and joy and goodness in all you’re up to.

Thom Mayer

Thanks, Pete. It’s, as I said, an honor to be on. I appreciate it very much. Give a squeeze to your family.

823: How to Collaborate Smarter with Dr. Heidi Gardner

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Dr. Heidi Gardner reveals when, why, and how to collaborate optimally.

You’ll Learn:

  1. How to stop overcommitment and overcollaboration
  2. How diversity makes for better collaborations
  3. How to overcome the barriers to collaboration 

About Heidi

Heidi K. Gardner, PhD. is a Distinguished Fellow at Harvard Law School, and was previously a professor at Harvard Business School and a consultant at McKinsey & Co. Named by Thinkers50 as a Next Generation Business Guru, Dr. Gardner is a sought-after advisor, keynote speaker, and facilitator for organizations across a wide range of industries globally. She is the co-founder of the research and advisory firm Gardner & Co. and the author, alongside Ivan A. Matviak, of Smarter Collaboration.

Resources Mentioned

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Heidi Gardner Interview Transcript

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

Heidi Gardner
Thank you so much.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom when it comes to collaboration and doing it smarter and better. First, I want to hear, you’ve actually got to experience a little bit of an inside view of an interesting slice of history. You worked with the German Ministry of Education during the post-reunification time, helping reform their English curriculum. Any interesting stories from that era?

Heidi Gardner
So, this goes way back. It was the year 1995, I believe, and I was a Fulbright fellow living in a town, a city, called Dassel, Germany, which was basically smack in the center of what had been the DDR. And at that point, it was a pretty rough time to be living in the former East Germany in the sense that a lot of young people had cleared out, they had moved to West Germany in order to seek better economic opportunities, better job prospects.

And I was there working inside the education system, I was teaching in the Gymnasium, which are the high schools, and teaching in some of the technical programs and things, and I was also doing a lot of teacher-training and education curriculum reform. And it was a fascinating time to be there and experience this sort of change.

What I realized at the time is that, because of people’s relative isolation behind the Iron Curtain, there were so many things that they hadn’t been exposed to intellectually, culturally, that I had taken for granted, and I saw that as a real eye-opener for me. I had known that, of course, growing up in the States in the ‘70s and ‘80s, but to experience it firsthand and to be with people, explaining things that were very basic and very run-of-the-mill to me, which were fascinating to individuals who hadn’t experienced them previously.

For example, the idea that everyone in my family had their own car. It was an incredible eye-opener to them that that was actually pretty normal where I came from. And the idea that we would have bananas day in, day out, that was kind of the cheap food, things like that that I learned to appreciate more by living in that kind of environment.

Pete Mockaitis
That’s beautiful. Thank you. Okay. Well, now, let’s hear a little bit about collaboration, and you’ve seen a whole lot of different environments, some in which people are grateful to be in, and some very much not so grateful. Could you share any particularly striking, surprising, counterintuitive discoveries you’ve made about collaboration from your work and research here for so many years?

Heidi Gardner
Absolutely. So, when we’re talking about collaboration, we’re not just talking about run-of-the-mill throw-a-team at every problem. We’re talking about the term we call smarter collaboration, which is starting with the end in mind and being hyper-intentional about how you bring people together, which particular kinds of experts do you need, when do you need to bring different people in so they contribute different perspectives that, collectively, allow the group to be something more innovative, more profitable, more productive, somehow better and tackle more complex issues than any of those people could’ve done on their own.

And what was surprising to me as we’ve been studying this over the last 10 plus years is how many mistakes people can make with something, which is a relatively straightforward process like that. One of the big mistakes that people have fallen into recently, sort of a trap, if you will, is the belief that if collaboration is good, more is better.

And so, what we see is a phenomenon of what we call overcommitment or over-collaboration, that people are joining many, many, many teams, or getting drafted onto different projects, or being asked to join the committee or the taskforce or the initiative, and people are stretched so thin that converse to the intentions, the intentions were, “Hey, let’s make the most of this great employee we have,” but the opposite happens.

That person gets stretched so thin that they end up doing fairly similar work project after project after project, and they don’t have the time to engage deeply, and they don’t have time to stretch their skills, and they don’t have time to really learn and think about how they could improve what they’re doing, and they also typically don’t get great coaching or mentorship along the way. And it’s been really surprising to me how common that problem is overcommitment inside lots of kinds of organizations.

Pete Mockaitis
The problem of overcommitment, I have seen, felt, heard that from my own firsthand experience as well as that of many others I’ve worked with. I’m curious, what is the fundamental root cause of overcommitment? It just seems like it’s almost ubiquitous in terms of professionals have too many emails, too many meetings, too many projects, and it’s just a cluster in a lot of organizations and a lot of professionals’ work lives. So, what’s behind this and how do we fix it?

Heidi Gardner
I see two kinds of root causes and both of them, I should say, stem from really good intentions, and that’s why it’s oftentimes hard to find a solution for it is because people are trying to do the right thing. So, in one scenario, you have the idea that “We’ve got these people who are really great at some specialized area and we want to make the most of them, both because they want to be challenged and because we, as a company, are paying a lot of money for these specialists, and so let’s really make sure we deploy them where they can make the most impact.” That’s the intention.

But, as the person’s reputation grows inside the organization, more and more people want a piece of that thing, so they’re like, “Oh, let me go grab Jane for this project. Let me go grab Joe, this expert,” and Jane and Joe keep getting tapped again and again and again for all of these different pieces of work, and that’s when we run into that problem of overcommitment. But, again, it stems from good intentions, “Let’s make the most of their skills.”

The other scenario is maybe even more pernicious. There is a very strong, credible research-backed reason to believe that when teams comprise people with very different kinds of backgrounds, and life experiences, and cultures, and a whole variety of different categories of diversity that that team has the potential to outperform. Very true.

Pete Mockaitis
Potential.

Heidi Gardner
But oftentimes what that means is that people who fall into particular categories, if you will, inside organizations that are underrepresented, the demand for them exceeds the supply for those individuals. Think about it in gender terms. This is happening in a lot of corporate boardrooms right now where they say…

Pete Mockaitis
“Hey, you’re a woman. Get on our board, too.”

Heidi Gardner
Yes, exactly.

Pete Mockaitis
Just like that. Okay.

Heidi Gardner
Absolutely. And they’re all looking for the same women, “Oh, well, we need a woman who was the CFO of a Fortune 500 company who has this kind of background and this number of years of experience.” And guess what? There aren’t just that many of that particular kind of person. And those individuals end up getting tapped again and again, in this case, for corporate boards or inside organizations. I worked with, for example, a lot of professional service firms. There just aren’t, empirically speaking, that many black women partners in professional service firms, and everyone wants their perspective and their wisdom and their experiences on their teams.

And so, those individuals are just pulled in so many directions, both, in the case of professional services, on client-facing teams but also on internal initiatives, like hiring, and recruiting, and employee engagement, and diversity and inclusion committees, and all of these places. And this is the second way that people get over-tapped and overcommitted.

And in both of those scenarios, managers and leaders with good intentions need to take a step back and look at the system. It’s not a set of individual choices. It’s a whole bunch of choices that systemically, collectively add up to trouble. And what we recommend, you asked for some solutions, first of all, and one probably I’ll keep coming back to in the course of our conversation, is get the data.

There is data that exists somewhere at some level in every company or organization that shows what people are working on and how many different ways and directions that they’re pulled. And there needs to be a person or a department, depending on how big the organization is, that keeps an eye out for this problem of overcommitment.

We studied it in a biotech company, for example. They asked us to come in because they had dropped a major ball, and figured out way too late that some of their best scientists were pulled in a thousand different directions, and when something really went wrong in one project, there was nobody to cover it.

So, this biotech asked us to come in. We took a look at the data and we started by asking them, “How many projects does every scientist like this one work on?” And they said, “Oh, probably two or three,” and they were right to some degree. Most people worked on two or three projects at once. But when we ran the numbers, we found that there were some people working on seven, eight, even eleven projects at once.

And those people who were most over-stretched also happen to be relatively new joiners, and so they didn’t know that that wasn’t normal, a normal workload, and even if they suspected it wasn’t, they were trying to make a good impression in their first months or year at the company, and they didn’t raise their hand and notify anyone that they were just way too overstretched. And so, one of the solutions is collect the data and figure it out, empirically, what’s happening.

Pete Mockaitis
Now, when you said took a look at the data and ran the numbers, when you say collect the data, that’s kind of what I’m curious about is how robust is the tracking and recording of this sort of thing in organizations? In my experience, the answer is not very, so you kind of have to go build that from the ground up, or I have seen some pretty cool enterprise-wide systems that capture that stuff, although sometimes they’re gamed and not being accurately reported.

So, when you talk about the data and the numbers, I just want to get your sense for what are the systems and platforms by which that is readily obtained versus how are you building it from the ground up?

Heidi Gardner
So, the best data, I think, is not reported for this purpose because, you’re right, it’s either garbage data and people don’t get around to doing it so at the end of the month, they kind of make a guess.

Pete Mockaitis
“Oh, my timesheet. Yeah, typical report.”

Heidi Gardner
Yeah, exactly. Or, they game the system for whatever purposes they think works best for them. So, don’t collect data specifically for this purpose, besides it’s just one more admin thing that nobody wants to do. But there is a wealth of data inside many organizations that’s collected for other purposes that can be mined for these sorts of insights.

So, the obvious one is in professional service firms or other kinds of sales or project-based organizations. There are actually ways to track, say, on distribution list, or who’s submitting to certain expense codes, or who’s billing their time to certain files. There are lots of ways that are lots of data sources that are hidden in other kinds of repositories that can be mined for this.

In the biotech company, for example, they have to file a lot of paperwork for grant applications and compliance reasons, and those were actually brilliant project rosters. And so, if you’re creative, you can take a look inside databases that are capturing data for other purposes, and figure out who’s working on how many different things. Again, expense codes are a great one.

Another way to do it though is through a whole variety of platforms now that capture, essentially, network clusters inside firms. And so, you can see you have to make some inferences but you can see that if there are the same eight people emailing each other with similar subject matter, etc., or the same people in certain Teams groups in Microsoft Teams. Or, you can mine calendars for the kinds of meetings that people co-attend. And you use de-identify data so that you’re not actually snooping in what Joe or Jane is specifically doing but you’re looking at patterns. And the patterns are more important than any single individual.

Pete Mockaitis
Well, that’s clever. I like it. Whether it’s from the emails or from the calendars, or from the expense codes, even if no one is judiciously carefully tracking where each hour of their day has gone, you can see what’s that involvement looking like and where and zeroing on some stuff. So, such a fun project on the, I guess, enterprise-wide scale. I’m curious about individuals, if we’re zooming into individuals and teams, what are some of the top do’s and don’ts you recommend they can start right away in terms of getting better collaboration?

Heidi Gardner
So, team leaders are, ultimately, responsible for the health and wellbeing and outputs of the group. And so, it starts with the team leader, first of all, getting some clarity on the degree to which each team member is already committed to other pieces of work. And perhaps even before composing the team, seeking out individuals who are not the usual suspects. Because if I need to think about project X, my mind will jump to certain people who have a reputation for doing that kind of project well or a piece of it.

Well, what if I went to that person, and instead of asking them to join my team, ask them for a recommendation of somebody whose competence they could vouch for who isn’t quite as busy as they are. Now, this hinges on people knowing the skills and quality levels of their colleagues, but especially on their willingness to let somebody else kind of take their “spot.”

And this falls to top leadership to make it a priority that says, “Busier is not better. Doing quality work is better.” But if there’s that kind of culture where people are willing to make referrals, the team leader should be asking not always the usual suspect but perhaps approaching that person with the strong reputation and asking for a referral to somebody else, maybe an up-and-comer, maybe somebody who’s new in the organization, maybe somebody for whatever reason, doesn’t have as widespread of a reputation but is still fully capable of doing the job.

So, get the right people on the team, make sure once you get the team together that you understand not only how many other pieces are they working on, but on a pretty granular level, “Where are we going to have some friction in the calendar?” This sounds like Project Management 101 but it’s astonishing how often this piece gets skipped.

Pete Mockaitis
Okay.

Heidi Gardner
And once the leaders of the team understand that particular team members are going to be under really severe pressure at certain points, then it’s a question of rerouting the work, of approaching other leaders of teams and asking for some flexibility. It’s not leaving it up to the individual, and I think that’s a big problem in many teams, is that individual members feel like they either just need to suck it up and deal with it, or they’ll be perceived as not capable or strong, or that it’s up to them to kind of work the politics and figure out whose project to prioritize.

And that shouldn’t be the job of those individual team members. That should be something that the leader takes on his or her shoulders. And so, there’s an awareness there, there is a willingness to intervene when necessary, and I think everyone in the organization has to create the context where people feel comfortable raising their hand, and saying, “I’m overstretched. I’m not unwilling to do hard work and lots of work but, right now, the degree to which I’m spread across, taking that hard work and spreading across too many different initiatives is unproductive.” And that’s what we need people to identify.

Pete Mockaitis
Okay. Well, bringing some of these bits together, could you share with us a fun story or two of a team or organization that was having some disappointing collaboration, and then what they did to change things up and the cool results they gained from doing so?

Heidi Gardner
So, there’s a great experience I had working with the executive team of a huge global electronics manufacturer. And we were asked to work with them because they were really struggling on innovation as a company, and leading innovation as this executive team. So, my team and I worked with 35 top executives. They were the senior president of a certain division, or of a geographic area, or of a product line, or chief-level officers of functions.

And with them, we conducted a psychometric profile. So, we’ve developed this tool, this online tool, which allows people in just 10 minutes or so to complete a bunch of questions, and it provides them with real insight about their natural tendencies. All else equal, what kinds of problems are they drawn to? All else equal, how do they prefer to operate, in a group, or individually? Are they risk-seekers or risk-spotters?

And you might think, “Oh, we all know this,” but actually, we tend to have some blind spots. And so, what we did with this group from the electronics company is we gave them all this profile, this Smart Collaboration Accelerator, and, first, we shared with each individual where they came out. Then what we did is we analyzed the group, all 35 of them, to see what their collective profiles were.

And it turned out that 33 of the 35 were extreme risk-seekers. In other words, they were motivated not to miss a single opportunity, but there were two people on their team who were risk-spotters. They were the kinds of people who weren’t motivated to take opportunities. They were motivated not to fail, not to make mistakes, not to have anything blow up.

And when we revealed with this data, these were mostly kind of engineers and very quantitative people, and we could put the numbers in front of them that said, “Just on that one dimension, here’s what you look like as a group.” There was a bit of kind of nervous laughter and then the, “Ha-ha, do you think that’s why the regulators are crawling all over us and so forth?”

And then one guy kind of raised his hand, we were in a virtual meeting, he raised his hands on Zoom, and he said, “You never effing listen to me.” He’s like, “I’m that risk-spotter, and I keep telling you that we have these problems that are coming up, and nobody ever pays attention.” And his colleagues said…they kind of laughed, and they said, “Yeah, we hate listening to you. You’re such a downer.”

But it revealed two things to them. First, it revealed to them that they were, in fact, incredibly biased on that dimension, and that they were steamrollering the outlier. Rather than making the most of the diversity in that team, these two individuals who could have helped highlight some real problems before they emerged and blew up, they were majority-ruling and, basically, going with what everyone else who were these risk-seekers decided was better for the company.

And through this kind of conversation, it was like, “Well, all right, we need to make the most of the diversity on the team. Even when you don’t like to hear it, they’re probably telling you something really important. And, oh, by the way, if you’re one of those risk-spotters, you probably need to learn to raise issues in ways that those people can understand what you’re talking about, you’re not just shooting down every idea.”

But what was powerful as well is that the group then realized that, because they were so similar on multiple dimensions, there was something really flawed in the organizational processes that meant you kind of had to be one of these cowboys in order to make it onto X Co. And they looked back at all of the succession planning and everyone coming through the ranks, and they figured out that they were more or less weeding out people who didn’t fit the mold at most rungs of the organization.

And it was a very powerful experience for them, again, once they had the data in front of them, they could visually see how skewed they were in certain behavioral terms that it wasn’t productive for them and actually signaled more root-cause problems throughout a lot of their systems and processes.

Pete Mockaitis
That’s powerful, and a pattern, I think, we see quite often. I’m thinking about administering the Myers-Briggs type indicator to many groups, and it’s almost like folks are closeted, it’s like, “Yeah, I’m secretly an introvert, but it doesn’t feel like that really works here, so I put on my extrovert hat around the sales and marketing deal-maker-y people and do that, or I prefer sensing in terms of like getting to the real facts of things as opposed to always imagining these cool possibilities and ideas, and I get called a wet blanket and such.”

Heidi Gardner
Exactly. And what we have worked with groups on, and this can be corporate boards that are a dozen people, it can be functions and departments and business units, what we can do when we help people understand their own natural tendencies is to figure out how to use those as a strength, “How do you bring your voice into the room, especially if you’re the outlier? But, in any case, how do you interact with other people? How do you raise concerns? How do you spot opportunities? How do you engage with people and keep them motivated in ways that are really authentic to you?”

Because I think that is a problem where oftentimes people feel that they have to fit in, they have to mirror somebody else who’s already successful there, and they, of course, are facing a huge burden then because, by not being able to be themselves, it’s really quite painful and draining, but the organization loses out.

There are huge amounts of research showing that when you have people who are genuinely different from one another and can play to their unique strengths, they’re more innovative, they’re more likely to spot both problems and opportunities, they’re better able to customize and tailor solutions to complex problems.

And so, that feeling of needing to fit in, whether it’s how you look and dress and sound, or what kinds of problems you’re attracted to, not being able to foster diversity and true inclusion in terms of bringing those people’s diverse efforts into the room and valuing them, that’s a real process loss for a lot of organizations.

Pete Mockaitis
Well, thank you, well-said. Well, tell me, any key things, Heidi, you want to make sure to mention in terms of top do’s and don’ts for collaboration before we shift gears and hear about some of your favorite things?

Heidi Gardner
Well, one of the most important things I think when an organization is embarking on this journey of smarter collaboration, they say, “Okay, I get it. We need to really leverage all of the different perspectives we’ve got. We need to break down some of the barriers and the silos inside this organization. How do we get started?”

And we have done research with well over 10,000 senior people across organizations around the planet, and we know there’s five, six, maybe seven common barriers that come up from one place to the next. But what’s unique is…or not unique probably because there’s not an infinite combination. But what’s different for each organization is the prevalence and the importance of those barriers.

And so, for example, one of the barriers is competence trust. If I’m going to bring you into my special cherished project, I have to believe in your competence. I have to think you deliver high-quality, on-time on-budget, that you’re actually really good at what you do, but it’s not enough. Another kind of trust is essential, that’s interpersonal trust. Even if I think you’re a guru but if I think you’re a jerk, I’m still not going to work with you. And so, we know that interpersonal trust, or lack of it, or lack of competence trust, those spring up in most organizations.

But, depending which one really matters, which one is really standing in the way of people working across silos, that is the factor that needs to determine what course of action you take. Because if you’re trying to generate greater competence trust amongst employees, you’re going to go down a path of maybe learning and development, and helping people establish some curiosity in what other people do, and helping people hone their elevator pitch so when they’re talking to somebody, they can describe in compelling ways how they add value to problem-solving or whatever. But if you need to fix interpersonal trust, you need to go down a completely different route.

And so, the point of this is anyone looking to improve smarter collaboration in their organization, they have to start with a database diagnostic. They have to have some objective way of figuring out what stands in between them and really effective collaboration, and then make sure that the solutions they’re developing are tailored to those problems.

Because, all too often, we have worked with leaders who say, “I know exactly what’s wrong here,” and, actually, most leaders are pretty biased in their views of what goes on inside the organization. Nobody refuses to collaborate with the CEO, go figure. So, they don’t see that it’s a major problem, and they don’t understand how their position of authority and a whole lot of other things actually skews their perception of what stands in the way for an average person inside the organization. So, I would say find ways.

We have a toolkit coming out. We codified a methodology to do this after five or six years of doing it ourselves. We’ve now created a toolkit that will be published by Harvard Business Press as companion to our book, where people can use this methodology. We tell people in a very step-by-step kind of way how do you collect the data, how do you analyze it, how do you draw conclusions from it, how do you present it back to executives, and what do you do about it. And I’m hoping that that’s what people use in order to really create and craft a collaborative solution that will drive the kinds of outcomes that we know are advantages of smarter collaborations.

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

Heidi Gardner
My favorite quote is the one that we used as the dedication in our new book. We’ve dedicated the book to our two daughters Anya and Zoe, and all of the smarter collaborators of their generation. And the quote we used is, “If you want to go fast, go alone. If you want to go far, go together.” And that quote really resonates for us in this rush, rush world wherein sometimes we feel like taking shortcuts, and, “It’s just going to be better if I crack on and do it myself.” And that works some of the time, but if what you really need is a great solution, if you really want to go far, finding ways to engage in smarter collaboration is absolutely essential.

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

Heidi Gardner
One of my most recent favorite studies was done by Dr. Randall Peterson who’s a professor at London Business School, and he engaged in a very ambitious study of corporate boards.

And so, these individuals, board chairs and independent directors participated in his research and went through this rigorous methodology where they helped him understand in very objective ways what were the dynamics inside the board.

For example, he found that boards that are truly inclusive of women have much better and very different styles of problem-solving and conflict resolution. So, for example, boards that are very male-dominated tend to vote and to cut short discussion and majority rules, and it stamps out dissent and curtails the discussion of unpopular options or opinions. Whereas, boards that are more inclusive of women tend to talk things through in a more substantive and holistic way.

And fascinating discovery is that boards, therefore, with more women on them and where women’s opinions and contributions were more valued, actually were linked to significantly less shareholder dissent. Now, shareholder dissent is something that every corporate board cares about because if their shareholders are creating formal actions saying that they don’t have faith in the way that the board has operated, that’s hugely problematic for governance.

And Dr. Peterson’s research was able to link the way the boards interacted with the gender composition with that very important outcome. And it was a first, not only in the corporate board space but also in helping us understand why it is that gender inclusion is so powerful.

Pete Mockaitis
Thank you. And how about a favorite book?

Heidi Gardner
I’m going to go way back to a book that was incredibly eye-opening for me. It was called The Russians by Hedrick Smith. And I read this book when I was 15 or 16 years old, so that was in the mid ‘80s, and it was the height of the Cold War. And I had only ever thought about the Russians as a block of people, sort of the Commies, the bad guys. They were featured in all of the movies as the one that Rocky wanted to pummel, or the idea that the US hockey team had to beat the Russians.

And I read this book as part of a summer program that I was about to attend, and it opened my eyes to the idea that the Russians weren’t a monolithic block. They were humans just like all of us Americans. And although it’s incredibly simplistic conclusion, for me, having grown up in Amish country in Pennsylvania, where it was not the most open society or community, and we looked at anybody who was foreigner with a fair degree of suspicion, humanizing the “enemy” was incredibly powerful.

Pete Mockaitis
Oh, thank you. Okay. And can you share with us a favorite tool, something you use to be awesome at your job?

Heidi Gardner
Well, I have to go back to the Smart Collaboration Accelerator. It’s not just because we developed it. It’s the psychometric tool that’s science-backed, and it has helped so many organizations and teams and leaders fulfill their potential. It’s incredibly powerful. And we’ve now got 150 people around the world, accredited coaches and professional facilitators and consultants who are trained up in using it. And we are bringing the power of those improved dynamics and self-awareness to create smarter collaborators in a whole range of industries and generations.

Pete Mockaitis
And a favorite habit?

Heidi Gardner
It’s hardly novel but exercise is my favorite habit, particularly walking. And I walk as much as I can, even conduct most of my internal meetings and some of my external ones from my treadmill. There’s a fair amount of good research that suggests that walking helps to stabilize some of the rhythms in the brain.

There’s a great deal of research that shows that walking is related to expansive thinking. And I didn’t know the research when I got so into walking, but started holding walking meetings with colleagues, and with family members, and with a whole variety of people where we would try to hash through different kinds of ideas. And now when I get to a new place, walking is the first thing that I try to do. And if I am stuck on a problem, I get on the treadmill.

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?

Heidi Gardner
One nugget that came out of our research, we did a study of how smarter collaboration benefits individuals. And, initially, it looked as if people who had bigger networks were better off. And as we dug further, we realized that bigger isn’t better, better is better. And we can now quantify what it takes to make a better network in smarter collaboration terms, and it means accessing a variety of different kinds of not only experts but people who think really differently about problems and about solutions.

And it also means keeping ties open, at least to a small degree, so that you don’t need to be constantly in touch with people. They don’t need to be your best friends in order to contribute a brilliant idea, but they do need to be just warm enough that if you ring them up, or drop them an email, or however people communicate, that they’re going to respond and they’re going to help you solve that problem, or they’re going to give you their own nugget that will help you break through.

And that idea that people don’t need big networks, introverts make brilliant high-quality networks, and they don’t need to be the life of the party. So, the idea is better is better when it comes to forming a network, and the diversity is really key there.

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

Heidi Gardner
Our website is GardnerAndCo.co, and we have all of our studies and our books up there. And speaking of books, our new one Smarter Collaboration has just come out, and we encourage people to take a look at that as well.

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

Heidi Gardner
I want people to take a few minutes every week and just reflect on whether anything has surprised them. This is a question I ask my executive participants in programs at Harvard. I teach at the Business School and the Law School at Harvard, and, usually, by sort of day three or four of a program, I ask “What surprised you about being here on this program?” And often people are stumped but then the ideas start to flow.

And what we realized is asking about surprises forces people to confront what they have taken for granted or what they had expected. And I encourage people to stop every week at some point and just look around and say, “What has surprised me in the last few days?” because that will challenge us to think about what we do take for granted, what we had expected to happen, and it will raise our antenna up to being more curious about the world.

It will prompt us to ask better questions or engage in conversations that might take us to places that we weren’t open to hearing before, or we might tune in to a different kind of podcast, or a different news station, or new source that we would, otherwise. And if we seek out surprises, I think it really opens our mind. That will be the challenge I’d offer up to people.

Pete Mockaitis
All right. Well, Heidi, this has been a treat. I wish you much luck and fun collaborations.

Heidi Gardner
Thank you so much. It’s been such a pleasure.

754: How to Get More by Negotiating So Everyone Wins with Barry Nalebuff

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Barry Nalebuff introduces a radical new way to negotiate so everyone gets their fair share of the pie.

You’ll Learn:

  1. Three questions to make any negotiation easier  
  2. The two key words to avoid and embrace
  3. The popular negotiation tactic that can actually break trust

About Barry

Barry Nalebuff is the Milton Steinbach Professor at Yale School of Management where he has taught for over thirty years. An expert on game theory, he has written extensively on its application to business strategy. His best sellers include Thinking Strategically, The Art of Strategy, and Mission in a Bottle

He advised the NBA in their prior negotiations with the Players Association, and several firms in major M&A transactions. Barry has been teaching this negotiation method at Yale in the MBA core and online at Coursera. His Introduction to Negotiation course has over 350,000 learners and 4.9/5.0 rating. He is also a serial entrepreneur. His ventures include Honest Tea, Kombrewcha, and Choose Health. 

A graduate of MIT, a Rhodes Scholar, and a Junior Fellow at the Harvard Society of Fellows, Barry earned his doctorate at Oxford University.

Resources Mentioned

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Barry Nalebuff Interview Transcript

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

Barry Nalebuff
So awesome to be here.

Pete Mockaitis
Well, I’m excited to talk about some of the wisdom from your book Split the Pie: A Radical New Way to Negotiate. But, first, I want to hear a cool story to the extent that you’re at liberty to share from your involvement in the NBA negotiations.

Barry Nalebuff
So, I’m not really at liberty to share but I will say that what I enjoy is the negotiation part as opposed to I’m not a giant sports fan. And so, I was probably, at times, the only person in the room who didn’t recognize all the other people in the room.

Pete Mockaitis
I am guilty of that as well, like, “Who’s in the Super Bowl again?” when it comes to sports and general awareness, yeah. Well, in some ways, that might have helped you keep your cool, like you weren’t intimidated, like, “Whoa, these superstars.” You’re just like, “Okay, hey, hey, let’s see what makes sense for everybody.”

Barry Nalebuff
The most intimidating factor was they had really great custom suits because, of course, none of these folks can wear off-the-shelf anyway, and they did look sharp, I got to say.

Pete Mockaitis
Did you ask where they got them?

Barry Nalebuff
I did not.

Pete Mockaitis
I got a custom-made suit to my measurements in Shanghai and I wore it until it was just about tattered but I also don’t fit anymore because that was when I was 20, and, bodies have a way of changing over time. Cool. All right. Well, so we’re talking negotiation. If you think back on your research and career, is there a particularly surprising or counterintuitive or extra-fascinating discovery you’ve made along the way?

Barry Nalebuff
I think so. So, let me start with what it’s like to teach negotiation.

Pete Mockaitis
All right.

Barry Nalebuff
Because my students at Yale, they are smart, they are empathetic, they care about the world. I love them as people until they start negotiating, and then many of them become like jerks.

Pete Mockaitis
Just because they think that’s the game they’re supposed to be playing or what’s behind that?

Barry Nalebuff
So, I don’t know. It’s a little bit of they read in some novel about this tough negotiator person who makes ultimatums, they’re scared, they think they’re in a police procedure where somebody’s read them their Miranda Rights, anything they can say can and will be used against them, and so they throw out all of their IQ, all of their empathy, all goes out the window. Moreover, they’re not good at being jerks, they’re not naturally jerks, and so they perform terribly in these negotiations.

Pete Mockaitis
Okay. Well, that’s a great takeaway right there.

Barry Nalebuff
Yeah. And so, that to me is a surprise, “Why do people who…?” So, people ask me all the time, they’re like, “How do I negotiate with jerks?” And one of my responses is, “Don’t you be the jerk that other people have to write to me about.”

Pete Mockaitis
Okay.

Barry Nalebuff
“And understand the other person has a mother who loves them, and maybe they aren’t really actually a jerk. They just don’t know any better in terms of how to negotiate.”

Pete Mockaitis
Yeah. Well, you’re bringing back some memories when we were closing on a house, and the lawyers, it’s like they made things so intense. No offense to the lawyers listening. I know they’re not all that way. But it was like, “Man, can we just like talk about what our concerns are and just see if we can figure something out. We’re getting very accusative over here.”

Barry Nalebuff
Absolutely.

Pete Mockaitis
Okay. Well, so your book Split the Pie, tell us, what’s the big idea behind this? And what is this radical new way to negotiate in your subtitle?

Barry Nalebuff
So, truth be told, it’s not new. It’s 2000 years old in the sense that it comes from the Talmud, it comes from this idea of the principle of by the cloth, but I think that the idea has been lost for 2000 years, and you bring it back, maybe you can call it new, so I’m hoping that’s okay.

Pete Mockaitis
We’ll let it count, yeah.

Barry Nalebuff
And the big idea is this funny notion that people don’t generally understand what it is they’re negotiating over. And, as a result, because they’re confused, they make arguments that don’t really make sense, they make proposals about fairness that are based on where they sit but aren’t really truly fair so they throw around the fair word in ways that aren’t appropriate. They’re confused about what power is, and actually that’s one of the reasons why people end up acting like jerks.

Pete Mockaitis
And so then, I imagine, Barry, is it fair to say that each of these dimensions is fairly unique negotiation by negotiation? Or are there some universals here, like, “What people really want is this”?

Barry Nalebuff
So, we’re jumping ahead a little bit and happy to do it in life. I want to give the other side what it is they want, not because I like them, not because I’m just generous or a pushover, but if they get what they want, then I can get what I want.

Pete Mockaitis
Yeah, we got some Zig Ziglar in there. I like it.

Barry Nalebuff
Absolutely. And, of course, I also want them to give me what I want so that I can then want to do the deal as well. Again, the universal point that I think the surprise, or perhaps not so much in hindsight, is to understand why we’re having this negotiation, what’s the value we can create through an agreement. And once you recognize that, you recognize symmetry that is, otherwise, not apparent.

Pete Mockaitis
That’s intriguing. Can you elaborate with an example?

Barry Nalebuff
Sure. My mother was living in a rental house in Florida where she’d lived the last 10 years. And the Florida real estate market has been heating up, and her landlord decided to put the house on the market for sale. Now, he thought, he wrote to her in an email saying something like, “I’m planning on listing this house for 800,000. I’d be glad to sell to you at a $10,000 discount, 790. Are you interested?”

And she is interested, she likes living there, she doesn’t want to move but, of course, that’s not really what the negotiation was about. So, what are the real reasons why it makes sense for her to do this transaction with him? And I’m flipping the cards a little bit by turning the question to you but let’s give it a shot.

Pete Mockaitis
Well, actually, we’re in a similar situation. We moved to Tennessee and so we’re renting in the first year and it sounds like the landlord may be looking to sell or may not, so I can relate. But one thing that’s big is like, “We don’t want to move. Moving is a pain.”

Barry Nalebuff
Moving is a pain.

Pete Mockaitis
My stuff is here. I’ve set it up the way I want it, and then to just go through the shopping round and the searching, and then all that stuff, yeah.

Barry Nalebuff
Great. So, moving is a pain for you. It’s both time-consuming and costly. It’s more so for my 88-year-old mother.

Pete Mockaitis
Oh, yeah.

Barry Nalebuff
At the same time, fixing up the place is a pain for him because she doesn’t care about the stains on the carpet, or the walls that are perhaps a little bit more yellowing maybe, the paint isn’t as white as it was 10 years ago, the appliance are a little outdated, all those things she’s learned to live with.

Pete Mockaitis
And all the showing. He’s got plenty of hassles as well.

Barry Nalebuff
Yeah, but there’s something else that’s even a bigger factor, which is there’s no real estate agent commission, there’s no 5% that needs to be paid. And on this $800,000 sale, that’s about $40,000, and he’s just offered her 10,000 of that.

Pete Mockaitis
Yeah, how generous.

Barry Nalebuff
And so, my response is, “I think this negotiation is really over $40,000. It’s not actually over the price of the house. It’s over how much we’re going to each save of the real estate agent commission. If you sell this house to somebody else for 800, you’re going to clear 760.” If my mother buys this house, a similar house in the market, she’s going to have to pay 800, so it’s a $40,000 gain that can be created by the two of them doing that transaction with each other.

So, he says, “Well, look it’s a hot market, and, therefore, I should get more of a gain.” And my view is the fact it’s a hot market means the price is high, but it doesn’t mean that he’s entitled to more of that 40,000.

Pete Mockaitis
Yes, I like this.

Barry Nalebuff
That he needs her to make this purchase to save that 40,000 to avoid the real estate agent just as much as she needs him to be the person who she buys from. So, I say they should split it 20,000-20,000, and that she’s prepared to pay market price for the house. So, if you’re willing to sell this at $20,000 below market price, you’ll be $20,000 ahead and we’ll be $20,000 ahead. And so, he gives a tentative yes to that.

And, fortunately, there were five other sales on that street in the last six months so we can look at the price per square foot, on exterior space, interior space, do the adjustment for the size of the house, came up with a number, 763,492 or something like that, so it’s actually 20,000 and we were done.

Pete Mockaitis
That’s good.

Barry Nalebuff
And what it does is turn negotiation into a collaboration and a data exercise as opposed to an argument.

Pete Mockaitis
I like that a lot, and so I guess what feels radical there is so we’re splitting a pie but the pie we’ve defined very precisely as the $40,000 savings that we uniquely have the opportunity to do because, “I know the house, I’ve lived in the house as tenant, and we don’t have to do all the shopping rounds.” So, that’s the pie that we’re splitting as opposed to simply splitting the difference, which can be a very different concept.

Barry Nalebuff
Completely. So, let’s be clear, you mentioned one part of the pie, which is knowing the house, not having to move. There’s also him not having to fix things up and there’s the $40,000 real estate agent commission. All three of those things are the pie, and what we did is we said her not having to move and him not having to fix things up ends up being awash. So, we call those two things to cancel and we call the rest, the 40,000, what it is that we split.

Pete Mockaitis
Okay. Cool.

Barry Nalebuff
And then, having reached an agreement to do that, it was, “Well, okay, we have to hire a lawyer. Rather than each of us hire separate lawyers, it’s going to be a simple deal, let’s just hire one lawyer between the two of us and split the cost of that, so we’ve saved another thousand dollars in the process.”

Pete Mockaitis
Okay. Yeah, wow, that has never occurred to me because I just think of lawyers and adversarial stuff is that, well, if the lawyer is getting paid by both clients, then their incentives are…they’re not more loyal to one than the other so that works fine.

Barry Nalebuff
Basically, said, “Look, we want the fair solution. We want the down-the-road, down-the-middle answer and that’s all good.”

Pete Mockaitis
Yeah. Okay. Cool.

Barry Nalebuff
And this also suggests a different way of negotiating, which is don’t start by talking about price. Don’t even start by talking about interests. Start by discussing how it is you’re going to negotiate and, in particular, say, “You know, I read this book. I listened to this awesome podcast on how to be awesome, and my awesome new way of negotiating is to discuss can we agree to create this large pie and split it. Because if we can agree on that, then from now, all of my interests, all of my focus is going to be on making a big pie, and I don’t have to worry about watching my back.”

Pete Mockaitis
Yeah, that’s cool. So, that’s one of the first things you say is just, “Let’s talk about how we’re going to negotiate. I’d like to take this kind of an approach. What do you think?” Just like that, is that how you’d recommend wording it?

Barry Nalebuff
Well, some people may find that a little bit too straightforward, and so you can always try the humor approach, which is, “What do you say we each act like jerks, lie to each other, try and take as much advantage of each other as possible?” And the other person says, “I’m not so keen about that.” Say, “Me neither. I got this other idea that’s a much better way of doing it.” So, you could have a little bit of throat-clearing, talking about the weather, have a little fun with sort of the why you don’t like the traditional approach, and then ease your way into split the pie.

Pete Mockaitis
Okay. Cool. And I know you’ve also got a boatload of tactics, and I want to dig into a few of these. But maybe before we do that, I want to address some of the emotional elements when it comes to negotiation. Many of us have a fear associated with asking for more or, “Am I allowed to negotiate?” And so, I’d love to get your take on that. How do we address the…maybe it’s a mindset or fear associated with, “Ooh, I’m just not really comfortable pushing the envelope, asking for too much, don’t want to seem pushy or needy or greedy”? How do you address that?

Barry Nalebuff
Well, first, let me say that a lot has been written about emotions in negotiation, and if you’d like, I am adding a little bit of Mr. Spock. I’m trying to bring a little bit of logic to bear. And one of the things that’s good about bringing logic to negotiation is it takes down the temperature. One of the other lessons we talk about in the book is fight fire with water, don’t fight fire with fire.

And to the extent you can add a principled approach to negotiation, it brings down the temperature, you’ve created a notion of fairness that’s objective in terms of splitting the pie, it doesn’t depend on which side you’re on, and, therefore, it makes it easier because we’re not actually fighting anymore over how we’re going to divide the pie. We’ve agreed on that.

Instead, what we’re working on is cooperative in terms of how to make the pie bigger. So, that’s a sense in which it’s easier to do this because, essentially, I’m asking for things now that are going to work for both of us. I want to try and make that pie as big as possible.

Pete Mockaitis
Yeah, certainly. That makes good sense. Well, then maybe let’s talk about the application of that in terms of let’s say someone, they got a job offer, and they say, “Okay, this is pretty nice but I’ve heard on the podcast, I’m supposed to negotiate but I feel a little weird about that. If we get all logical and talk about making the pie as big as possible and splitting it, that’s one way to tackle that.” How would you apply this principle, we heard about it in a house? How do we apply it in, say, a job offer situation?

Barry Nalebuff
Let’s also take a step back. Oftentimes, when you’re interviewing for a new job and they’ve given you a position, the negotiation over your salary is really the first time they’re getting to know you. It’s the first confrontational or challenging conversation you may have had, and so appreciate that how you go about this negotiation is really going to be a first impression, if you like.

Now, one point to make is, “Look, I’m negotiating for this job because, guess what, one of my jobs is to negotiate for the company. And if I can’t negotiate it for myself, how am I possibly going to negotiate for you?”

Pete Mockaitis
Yeah, I like that.

Barry Nalebuff
And that argument works pretty well if you’re in sales or marketing, perhaps a little less if you’re in accounting, so it may depend on your different position. And then it can be either, “I think I’m going to be awesome at this, and I’m pretty sure you’re going to agree. Can we talk about what type of bonuses are available and how we’re going to measure them, how you capped it in the past, so that if I am as awesome as I expect to be, and you expect me to be, what type of rewards are likely to follow?”

And people, in general, are not scared of or afraid to give you that type of information. They may say, “We haven’t figured out the bonus pool for this year,” and you can say, “Fine. Let me understand the bonus pool for last year. And what are the metrics by which bonuses are determined?”

Another way of making the pie bigger is to understand what leads to the pie getting smaller. And people don’t like to talk about failures, but failures actually help you here. So, one of my favorite questions to ask is, “Can you tell me about cases where you’ve hired people who you thought were going to be awesome and turned out not to work? What went wrong?”

Pete Mockaitis
That’s a powerful question, Barry. I always ask that when I’m keynoting somewhere, it’s like, “Who are some of the other speakers you’ve had? You don’t have to name names if you’re uncomfortable. What went really well and what was disappointing and why?” Because that just surfaces things like you never would’ve thought, like, “Huh, okay. People really don’t like that. Good to know.”

Barry Nalebuff
And it does two things for you. One is you may say, “Oh, I am like that, and so this isn’t going to work, so maybe this is the wrong gig for me. Wrong company, wrong keynote.” Or, you learn, “You know what, I understand that and that problem is not something as an issue for me, never arises for me, and that’s why we’re going to be extra great.” And so, therefore, it’s a way of convincing the other side that there’s actually going to be a bigger pie by having you be their keynote speaker.

Pete Mockaitis
That’s true. It’s like, “No, don’t worry. I’m not going to try to sell the audience on…” well, insert program, “I’m not going to try to sell them on an epic coaching package or DVDs.” I guess people aren’t selling DVDs that much anymore. Maybe in little corners.

Barry Nalebuff
What’s a DVD?

Pete Mockaitis
Have you heard of a DVD, Barry?

Barry Nalebuff
They’re coasters, I think.

Pete Mockaitis
All right. Okay, cool. Well, then let’s say we’re in the midst of a negotiation. What are some of the top do’s and don’ts and tactics that you think people should be equipped with?

Barry Nalebuff
One thing I suggest to people is not to say, “No, unless…” and instead say, “Yes, if…” I want the other side to go the extra mile for me. I want them to go above their head, to the head of HR, to the managing director, to somehow stretch themselves in terms of what they’re going to do to bring me on board. The worst thing from their perspective is they do that, and I use this offer to get a higher salary where I currently am, or at some other job I’m negotiating with. They don’t want to be used as a stocking horse. And so, I want to give them the confidence that if they do what I’m asking them to do, my answer is yes. So, that’s a “Yes, if” rather than a “No, unless.”

Pete Mockaitis
That’s good. I believe your colleague Daylian Cain had a turn of a phrase, like, “Don’t list deal-breakers. List deal-makers.” Like, “Boy, if you could do this for me, ooh, I’m going to say yes on the spot.”

Barry Nalebuff
Exactly, “I want to say yes. And these things will allow me to do it right now.”

Pete Mockaitis
And that just creates a nice bit of excitement as well in terms of…

Barry Nalebuff
We’re trying to get to the same place.

Pete Mockaitis
Yeah. It’s like, “Ooh.” If someone says that to you, it’s like, “Ooh, I’m in the position to make your day and have this done at the same time,” ooh, what a burst of dopamine all at once. Thank you. Can you share some examples of that in action?

Barry Nalebuff
Well, one of the cases that we had in my own life was a company I started with my former student, Seth Goldman, it’s Honest Tea, and we had a chance to sell that to Coca-Cola. And they had offered us something called a call which is their right to buy the company at a specified price but we didn’t have a put. And the put is our ability to force them to buy it at that price. And we wanted that.

The people we’re negotiating with didn’t have the authority to give that to us. Only the board of directors could do that. But the last thing this team wanted to do was go to the board, get that permission, and then discover there was some other requests we’re going to make, or the price wasn’t high enough, or that Pepsi was going to steal it from underneath them.

And so, what we said is, “If you do this, we are done, done, done. There was no other request. This is what we want. This will seal the deal. We’re ready right now. We’ll sign and you can go and have the board sign on the other side.” And they took it to the board, the board said yes, we were done, done, done, and the deal closed.

Pete Mockaitis
That’s cool. Beautiful. All right. So, that’s so great. What else do you got, Barry?

Barry Nalebuff
And to connect it to that is I’m not a big fan of saying no. Now, I’m prepared to say no if what they’re asking me to do is unethical, illegal. Okay, so let’s take those things off the table. But, instead, it’s back to the “Yes, if.” If you’re willing to do this, then I’m prepared to say yes. So, at one point, speaking of keynotes, somebody asked me to give a keynote speech in Seoul, Korea, and the timing could not have been worse.

I’m teaching on Mondays and Wednesdays, which meant I would have to leave Monday night right after my class, fly halfway around the world, be in Korea for eight hours, take the next flight back in order to teach my Wednesday class. I was going to be in eight hours flight, like, “This does not make any sense.” So, I could’ve said no. Instead, I said, “Yes, if you’re prepared to pay this somewhat crazy amount of money. I don’t think I’m worth it but, you know what, it’s not for me to decide. It’s for you to decide.”

Ultimately, they said yes. I flew halfway around the world for six hours. I discovered if you do that, you don’t get jetlag, so it wasn’t as bad as I quite thought, and my daughter learned this trick for me, not to call it trick, tool, when I suggested to her that I would like her to join the high school math team on her list of a hundred favorite things to do, that wasn’t on the list.

And she said yes. She didn’t say no to me. She said, “Yes, if,” “Yes, if we get a dog.” We got a dog, she joined the math team, it was not that well-written contract as I got one year in the math team for 13 years of the dog, but it’s all good. So, another example.

Pete Mockaitis
I love it. And this reminds me when I talking with my wife. So, we were in Chicago and she wanted to move, she’s like, “It’s cold and there’s potholes,” and so she listed these things. And I was like, “Oh, but all my friends in the Chicago area.” And so then, I said, and I didn’t even think it was going to happen because we’ve got two toddlers, and I said, “Well, I can see it working if I could, I don’t know, fly once a month to see all my friends in Chicago,” and she just said, “Yes,” immediately.

And I was surprised, and I was like, “Wait. Just so we’re clear, like three days a month, I will just disappear gallivanting around with my buddies while you are single-handed with two toddlers. You prefer that in another place that’s warmer and maybe near your family than…”

Barry Nalebuff
Maybe she liked having you away for three days a month.

Pete Mockaitis
Maybe she does. But I think one of the powerful pieces to that is you may well be surprised that you think, I’m at, like you said, you asked for an absurd amount of money, you’re like, “There is no way anyone’s going to go for this.” That could surprise you.

Barry Nalebuff
I can’t justify it but it’s not for me to say no. Let them say no.

Pete Mockaitis
That is good.

Barry Nalebuff
What does it take for you to say yes? And then we say people have said no to me in those circumstances. That’s fine. But there’s no real advantage in my saying no because if I say no, we end up with no deal, in which case I have nothing to lose by doing my “Yes, if,” because the worst I end up with is the same place.

Pete Mockaitis
And I like the way you…did you actually say that to the folks in South Korea, “I don’t think I’m worth it but this is up to you to decide”?

Barry Nalebuff
I said that exactly.

Pete Mockaitis
Okay, because that’s great because I’ve been in that position a few times where folks have asked me to do a workshop or whatever, and I was like, “Wow, for this actually be worth my while given all I’ve got going on, it would really need to be an outrageous sum of money,” but I kind of feel like a jerk even putting that forward. But that nice little line there, Barry, is golden because it’s like, “No, I don’t think I’m worth,” whatever, 30 grand, “for this but that’s what I will need to do it, so it’s up to you.”

Barry Nalebuff
“But if you feel like it’s worth your budget because of the timescale and schedule and so on, I’m there.”

Pete Mockaitis
Yeah. And sometimes it’s true. It’s like sometimes folks have a huge budget and they just want it to be done maybe desperately. I’ve hired DJs at all price points from zero dollars to many thousands. Now, in some ways, they’re doing pretty similar stuff. They’re playing music over audio-video equipment for people to dance to, not to insult the DJs because I know there’s artistry and expertise and craft to it but it’s kind of wild how sometimes that budget really just is there, so go for it.

All right, Barry, this is good stuff. Got some more treats for us like this?

Barry Nalebuff
Sure. One of the things that I’m a big believer in is don’t go crazy with your attempt to anchor somebody. Don’t start off with a super high number if it’s an ask, or a super low number if it’s your offer. There’s a whole branch of economics called behavioral economics which talks about the power of anchoring, the first number somebody hears.

And this goes back to research done by Danny Kahneman and Amos Tversky where they asked people, “How many African countries are there in the United Nations?” And if you first asked them, “Is it above or below 12 or above or below 80?” what they end up thinking changes radically between those two cases.

The problem with anchoring negotiation is twofold. One, if I offer you a miserably low number for your business, your car, your whatever, your job, the person thinks I’m trying to take advantage of them and, therefore, they don’t want to work with me, they don’t like me, and that’s a big problem. If they say, “How did you come up with that number?” And my answer is, “Well, I read in this book that anchoring, the softening somebody up is a really good idea.” That’s not a great justification.

The second problem is that it forces you to make giant movements. So, you offer somebody $2,000 for the car, and they say, “You know, CarMax is willing to buy it from me for 7,200.” You say, “Okay, 7,500.” It’s like, “Wait a second. You just offered me two, now you’re up to 7500. What’s going on here?” And if I say, “Look, I think the right number is 9,000, and you say 7500 is the largest I can pay, it’s like you just made us a $5,000 movement. What do you mean that’s the last thing you can do?”

So, if you start by trying to anchor at a number that’s far away, you both insult the other side and you show that you’re like jelly, that you have no principles in terms of what you’re doing, and, therefore, you will be flexible. You will be like Gumby.

Pete Mockaitis
That’s true. And I also imagine, thinking about the African countries in the UN example, like if you were to ask, “Is it more or less than 5,000?” It’s sort of like that question is so nutty, I don’t know the psychology behind it. Studies have been done here. Let me know, Barry. Like, I’d say that number is so nutty, it doesn’t even factor…it doesn’t even sway me. It’s like, “Huh.”

Barry Nalebuff
Actually, the crazy thing is that when people ask whether Einstein first came to the United States before or after 1412, the year of the Magna Carta or something. It’s like it turns out that has an impact which is just insane versus whether or not he came to the United States before or after 1990, I don’t know, the year of Beastie Boys or something.

So, even absurd anchors can actually have this impact but the insulting feature. Like, when Trump negotiated with President Nieto of Mexico, and said, “You’re going to pay for the whole wall.” The Mexican president canceled his visit to the United States because he was insulted by it, he didn’t even want to begin the negotiation. So, anchoring is different in negotiation because it sends a signal to the other side.

Pete Mockaitis
Right. That’s good. Well, could you give us a third tidbit, Barry, that leaps to mind?

Barry Nalebuff
Sure. I think that people are too afraid of revealing information that they try and keep things hidden. So, I’ll turn the tables with you a little bit on this one.

Pete Mockaitis
Okay. I’m afraid to reveal information, Barry.

Barry Nalebuff
Yeah. Alice and Bob are negotiating and Friday is the deadline for both of them. If they don’t reach an agreement by Friday at 5:00 p.m., there is no deal to be done. However, Bob has a secret deadline of Wednesday at 5:00. Bob knows this, Alice does not. Should Bob reveal that deadline to Alice?

Pete Mockaitis
I see pros and cons but I’m leaning to…I almost think you have to if Alice is just going to slow-play and just be like, “Okay, yeah, I’ll think about that.” I don’t know if you’re in the same room or building or whatever, but if you’re like emailing and calling back and forth, and it’s Wednesday 2:00 p.m., and Alice is like, “Oh, thanks, Bob. I’ll think this over tonight,” and Bob is like, “Oh, no, you can’t.” That seems like a really dangerous place to be. So, I’m inclined to share it at some point, maybe not the very beginning, but some point before Wednesday 4:00 p.m. Alice probably needs to be made aware of that.

Barry Nalebuff
Yeah, I love your Alice voice there. So, I’m totally with you on this, which is, “What is Alice’s deadline? It isn’t Friday at 5:00. It’s Wednesday at 5:00.”

Pete Mockaitis
That’s her true deadline, yeah.

Barry Nalebuff
That’s her true deadline except she doesn’t know it because Alice’s deadline is the same as Bob’s deadline. And so, I think Bob should say right up front, “You know, Alice, I’ve got some bad news for you, that I really have to be done by Wednesday at 5:00, which means you have to be done by Wednesday at 5:00, so let’s stop screwing around and get cracking.”

And people think, “Oh, my God, this is bad news, therefore, I can’t reveal it. I had to somehow keep it hidden. It’s going to put me in a weak position because I’ve got this earlier deadline.” And, actually, it only puts you on a weak position if you keep it hidden. And people have this whole view of, like I said, the Miranda Rights, anything you say can and will be used against you, so they either keep silent or they tell white lies but they don’t reveal things that are essential to having this agreement happen.

Pete Mockaitis
That’s good stuff. Barry, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Barry Nalebuff
I’m not a giant fan of verbal jiu jitsus but here’s one that I think is helpful. Asking somebody where they are least flexible as opposed to asking them where they are most flexible. So, if you’re negotiating a job and you’re thinking about, well, there’s wages, there’s bonuses, there’s equity, saying, “Where are you most flexible?” the person doesn’t really want to answer that question for you. It’s scary.

Pete Mockaitis
Yeah, “Why would I tell you that?”

Barry Nalebuff
“I don’t want to tell you that.” If I asked you, “Where are you least flexible?” they’re happy to tell you that because they’re saying, “Don’t ask me this.”

Pete Mockaitis
“That’s fair. Like, I can’t give you equity any farther. We got a lot of people with their hands in the cookie jar. I can’t give you any more than this, so I’m least flexible there.”

Barry Nalebuff
So, basically, they are pleased to be able to tell you about something which is something they don’t have the power to give you. Now, when they say they’re least flexible on this, what is it telling you? They’re more flexible on everything else, and, therefore, you’ve learned where they’re flexible by asking them where they are least flexible. So, you get the information in a much safer, friendlier environment.

Pete Mockaitis
That’s cool. All right. Well, now, can you share with us a favorite quote, something you find inspiring?

Barry Nalebuff
I’m a big fan of “Often wrong, never in doubt.” So, essentially, having some confidence in what you’re doing but also realizing that maybe you’re not correct. And so, both looking for evidence that’s proving yourself wrong but not second-guessing yourself all along the way.

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

Barry Nalebuff
Well, we did an experiment on the pie where we gave parties who were traditionally viewed as less powerful, some information about what the pie wasn’t in a negotiation. Like, for example, telling them in the house case, “Hey, there’s this $40,000 real estate commission,” and it turns out that doing so moved people dramatically away from proportional division into splitting the pie. And so, what was remarkable is we didn’t even have to give both sides this information. Giving what was traditionally viewed as the weaker side, information about the pie, allowed them to persuade the other side.

So, if you go back, there was this famous experiment by Ellen Langer about Xerox machines, and asking people, “Can I jump in line and make a copy?” And what she found is that asking with a reason beat just asking. And the pie is a great reason, it’s a principled approach and it really is able to move the other side.

Pete Mockaitis
And could you share a favorite book?

Barry Nalebuff
I’m a big fan of biographies. I’m currently reading the biography of Ulysses S. Grant by Ron Chernow, and it is fantastic. I had no idea, in the end, what a remarkable leader Grant was in such challenging times. This is a man who would fail at just about everything he had done until he succeeded at everything he did.

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

Barry Nalebuff
Well, I have to say this Yeti Blue Microphone is definitely making my life a whole lot easier these days. And so, I’m a big fan of the various ways…I mean, I’ve got ring lights. I’ve been doing so much teaching online. And the combination of having a big screen, ring lights, Yetis, actually, it’s great. I can see chats. I can have my students all ask questions that are better than having people raise their hands because now I can have 20 people asking things at the same time, not just one. So, this online teaching stuff is actually pretty good. So, Zoom, Yeti, ring lights, bring them on.

Pete Mockaitis
All right. And a favorite habit?

Barry Nalebuff
I think we should have addictions in life that are healthy addictions as opposed to bad addictions. And my healthy addiction is table tennis.

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

Barry Nalebuff
Well, as an entrepreneur, I spend a lot of time trying to convince people not to go into entrepreneurship. And partly is if I can convince you not to do it, then you shouldn’t be doing it because you have to have so much of a passion, so much of a belief into it, so many obstacles along the way that it has to be a force that’s propelling you. You have to really care about what it is that you’re trying to create and it’s not something you just go into lightly. So, therefore, real entrepreneurs don’t need encouragement, if you like.

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

Barry Nalebuff
SplitThePieBook.com has excerpts, has some videos, they can watch negotiations. There’s even a negotiation bot that you can play and see how well you do in an automated game. There’s a free online course on Coursera. It has over 400,000 people who’d taken it, actually are taking it now, 4.9 out of 5.0 rating so it doesn’t get much better than that. And, of course, the book Split the Pie, which is available everywhere.

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

Barry Nalebuff
Figure out what it’s going to take to make the pie bigger, not just figure out what it is that you’re going to do to get more of the pie. And to the extent that you’re known as a person who’s out there creating large pies, everyone is going to want to work with you.

Pete Mockaitis
Barry, this has been fun. I wish you many large pies.

Barry Nalebuff
I wish you gigantic pies, and thank you for helping bake one with me today.

579: How to Grow Your Influence and Lead Without Authority with Keith Ferrazzi

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Keith Ferrazzi says: "You do not have to control more. You have to influence more. You have to co-create more."

Keith Ferrazzi discusses how to turn colleagues into teammates by changing how we lead and collaborate.

You’ll Learn:

  1. How leaders (unknowingly) alienate their teams
  2. How silos came to be—and how we can break them down 
  3. An exercise for creating authentic connections with your team 

About Keith

Keith Ferrazzi is the founder and CEO of Ferrazzi Greenlight, a management consulting and team coaching company that works with many of the world’s biggest corporations. A graduate of Harvard Business School, Ferrazzi rose to become the youngest CMO of a Fortune 500 company during his career at Deloitte, and later became CMO of Starwood Hotels. He is a frequent contributor to Harvard Business ReviewForbes, and Fortune and the #1 New York Times bestselling author of Who’s Got Your Back and Never Eat Alone. His mission is to transform teams to help them transform the world. 

Resources mentioned in the show:

Thank You, Sponsors!

  • Miro. Boost your collaborations with the ultimate online whiteboard at miro.com/awesome

Keith Ferrazzi Interview Transcript

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

Keith Ferrazzi
Well, I am looking forward to helping people be awesome and learning something too.

Pete Mockaitis
Oh, me, too. Well, so you are renowned as a connector. And I’d love to hear, do you have a particularly favorite story associated with how a connection came to be?

Keith Ferrazzi
Wow, oddly-enough, in 53 years, I’ve never been asked that question.

Pete Mockaitis
I love you, man.

Keith Ferrazzi
So, look, and I don’t know this is a great story or not, but it’s so important that you get intentionality in your life around what you’re trying to achieve, and then start asking yourself who would you want to get to know in order to try to achieve that and co-create things with them. A number of years ago, I was just out with Never Eat Alone, Oprah was, of course, the best thing since sliced bread in terms of advancing book sales, and I had been wracking my brain about how I could get to Oprah. I was not a well-known dude at that time. I was well-known in the business world but not in the general world.

And I was just passing by at a marketing desk, and I had said something to her about how important it would be to really just think about getting on Oprah. And an intern, who was only with us for about a month, often in the corner, piped up and said, “Oh, well, I don’t know if it helps, but my aunt is Gayle King.” And I go, “That might be helpful.” It’s amazing. It’s like the point is if you don’t get clear and you don’t put it out there with abundance, then you’re going to be missing opportunities because you never can know who knows who.

I’ve also been in situations where I had mentioned on a podcast, “I wanted to get to know so and so.” And a high school kid reached out to me and did the work. He did the work in his network. He found his friends who had parents, and blah, blah, blah, and ultimately I’d gotten introduced to the CEO of Johnson & Johnson which was the thing that I put out there. So, again, you put it out there, it has a chance to manifest.

Pete Mockaitis
That is really cool. That’s really cool. And for those who have not watched Oprah, Gayle King is her best friend that she references frequently, “My best friend Gayle,” and that’s wild. So, thank you. So, now, your latest here is called Leading Without Authority. Can you kick us off by sharing the case for why that’s important for professionals these days?

Keith Ferrazzi
Well, look, the world has really changed a lot in business, and it’s interesting, in the last two to three months, there’s been more solidification of the way we work, and the future of work has happened in the last two to three months than it happened in the last 20 years, no question in my mind. And the ability today for anybody in an organization to be a transformation agent, an agent of transformation, is more available today than ever before.

Now, I’ve always believed that anybody with a vision and audacity and a willingness to serve the people around them could achieve extraordinary things. I tell the story in Never Eat Alone about me in my 20s becoming the chief marketing officer of all of Deloitte, right? And that was ridiculous, and it had to do with, I didn’t know it back then, it had to do with my capacity to lead without authority, to lead through a strong vision and a willingness to share the stage with other people who I co-created with until they named me the chief marketing officer because I had the vision that we wanted and needed to do that.

Today, it’s not only possible, it’s mandatory. Most organizations are in real dire need of innovation, transformation, constant adaptability, and anybody who’s listening to this, you can be the tipping point for transformation. Gandhi, one dude was the tipping point of transformation. Martin Luther King, one dude, the tipping point of transformation. It is absolutely possible to be the tipping point of transformation but you’ve got to lead a movement. And this book Leading Without Authority teaches you exactly how to do that.

Pete Mockaitis
Well, that’s exciting. Well, so you mentioned a few examples, yourself and some leaders of renowned history.

Keith Ferrazzi
Well, I’m not putting myself at par with Harriet Tubman. Not at all. I’m just saying no matter what kind of a movement you want to lead, whether it’s a meager movement inside of your organization to transform the way you do business, or it’s a social movement, it’s all borne on the same principles.

Pete Mockaitis
And could you share a story of someone who perhaps was frustrated, they were banging their head against the wall, not getting much results in terms of trying to lead because they didn’t have authority and things weren’t going anywhere, and how they turned it around?

Keith Ferrazzi
In chapter one of the book, we meet Sandy. And Sandy is a lovely woman, a well-intentioned HR leader, she’s not the top leader. In fact, she’s kind of pissed off at the top leader because the top leader has said to her, “Sandy, I want you to design a compensation system for the company as a whole. And, by the way, the sales folks over here, they are running their own play and trying to create a compensation system unique to sales. Would you head that off for me please,” and then he disappears like the coward that he was, because he, in reality, knew that he couldn’t stop it.

The head of sales in that company was more powerful than the head of HR, and the head of sales had created, like a lot of sales organizations do, a shadow HR function, and a lot of them do pretty much what they wanted to do. So, Sandy walks into the head of sales operations, a woman named Jane, and says, “Jane, I just want to let you know I’m creating this compensation system. Let’s sit down so we can reconcile what you’re doing with what I’m doing, and I can basically tell you how you should be doing it differently.”

And Jane is like, “Oh, thank you very much,” and never invited her to any of Jane’s meetings. And Sandy was like, “Well, wait a second. I’ve been ordained as the head of compensation. Why aren’t they letting me in these meetings?” Because they didn’t have to, because Sandy didn’t approach it in the right way.

When I ultimately got a chance to talk to Sandy, I met her at a conference that she had hounded me, and said, “I really want to meet you. I really want to have coffee with you.” And I said, “Sure, sure, sure. Let’s do it.” So, we had coffee, and she’s like, “Oh, I’m so exhausted. I think I came to the wrong company. I was very successful in where I was before.” And I said, “What’s going on?” She goes, “Well…” she told me the whole story about Jane and all of her frustrations. And I said, “Well, how’s your team?” And she says, “Well, they’re exhausted too. I’m afraid I’m not going to be able to keep them.” “How’s your team?” And she looked at me, she goes, “Well, I thought I just answered that question.”

And I ultimately got to the point, I said, “Sandy, Jane is trying to build a compensation system. She’s responsible for all of sales. Whether you like it or not, she’s on your damn team and you’re being a really crappy leader.” And it was not in Sandy’s framework that this person who she vilified and was obstinate and not compliant was actually a team member that she had to serve and had to work with and she had to co-create with. Once she got herself pivoted around the fact that she was being indulgent and lazy, and she needed to actually work with this person differently, she approached this person, and this person not only came around but they ended up being great partners.

And what we found out, subsequently, was Jane was also embarrassed because the sales organization was not really playing ball with Jane, wasn’t showing up to meetings either, and Jane was embarrassed. She needed a friend, she needed a partner, but the way that Sandy bound in there with policy and compliance at the forefront just alienated her. So, it’s a very important story, and I think it’s one we’ve all faced at some level or another. And her taking a very different mindset toward somebody that she had previously thought of as an adversary, ultimately yielded extraordinary outcomes for both of them and the company.

Pete Mockaitis
Well, that is a great shift in mindset that can make a world of difference. And I guess you don’t need to go into all the particulars of this individual example, but I’m really curious. Like, salespeople, you know, they want their fat commissions and their bonuses, and I don’t even know how that squares with a kind of global compensation system for a company. How did they crack it?

Keith Ferrazzi
How did they reconcile it? Well, it was interesting. First of all, one of the things that the relationship made Sandy recognize is, you’re exactly right, it couldn’t be a global compensation system. There had to be a local compensation system, there had to be both global and local at the same time. And what they ended up doing is created a beautiful model that had some basic principles that ended up being utilized by sales and, at the same time, cascaded out throughout the whole company.

So, this ended up being a model for all divisions to be able to use so that people could localize their needs. And, look, all the head of HR wanted was to save money on a centralized HR compensation program system, and he did that. He saved money and everybody sort of got their tweaks that they needed to make the program work.

Pete Mockaitis
Beautiful. Well, so let’s talk a little bit about silos. I understand that that is sort of a big obstacle at times to pulling this off effectively, or at least we perceive it as such. I’m thinking about Dan Heath’s book Upstream you quoted repeatedly, “Every system is perfectly engineered to get the result that it gets.” So, can you orient us as to what is the value of silos and how do they come to be and what do they serve?

Keith Ferrazzi
By the way, these are such smart questions. So, silos came to be in the industrial era where everybody gets something, you pass on to the next person who did something, and you pass it on to the next person, sort of the conveyor belt of business, and that worked until the ‘80s. And then in the ‘80s, IT systems came along. I don’t know if you actually wanted this history.

Pete Mockaitis
Oh, sure.

Keith Ferrazzi
The IT systems came along like SAP, and they started to create what’s called the matrix where in the olden days Italy had everything they needed. They had their HR systems, they had their banking, they had their marketing, they had their budgets, everything happened in Italy, and they sold the products in Italy. And then, periodically, all the money would get scraped back from Italy and given to central headquarters which would create the very small central functions.

Well, when you had technology that could scrape the money every day, you had a more powerful CFO and a CFO function, you gained a more powerful chief marketing officer function. Policies, global policies sprung up, and you had HR systems, and supply chain systems, and people in Italy couldn’t even order their damn pencils anymore. Everything was a matrix. There was the vertical P&L and then there was the functional matrix.

The reality was everyone talked about the matrix, but matrix back then was nothing more than silos right on their side so people still clung to who’s got control. At every interface, the question was, “Who’s accountable and who’s got control?” and they fought for it, they scraped for it. This is where I screwed up when I went to Starwood Hotels so I served my way using Leading Without Authority. I served my way into a beautiful chief marketing officer job at Deloitte.

Then I go over to Starwood, and I’m given this amazing global job, and I walk in thinking that I’m the next best thing since sliced bread, and I think that I’m going to design this amazing global brand, and I didn’t give respect to the head of Europe who was running a very solid European marketing plan, but I scraped their dollars back and thought that it would be better to re-allocate. Now, look, I wanted to create a global consistent brand and all these things, but I could’ve co-created with him. Instead, I clung and I leveraged the power and the authority I had in my matrix.

Well, the long and short of it was we were both right and we should’ve been working together. And the head of Europe ended up becoming the CEO and just totally took my budget away as global head of marketing, and I decided this isn’t the place that I wanted to work anymore. So, the important lesson in all of this was that we’ve been fighting for too long, and the reality is you wake up today, and work is done in a very different way. It’s not even done in a matrix. It’s done in a network.

So, everything that your listeners are trying to do in their lives professionally, they have a goal, it’s a fuzzy vision, maybe it’s a distinct goal, and then they have a set of people, a network of people that they have to work with to get it done. That’s a team. That is a team. And that’s chapter one, “Who is your team?” And that was what I was trying to tell Sandy, “Who’s your team?” We need to redefine certain things. There are mindsets that have been guided since the industrial era that even though matrix happened, we’ve been clinging to old mindsets that, “For me, to be transformational, I’ve got to control more.”

You do not have to control more. You have to influence more. You have to co-create more. And I believe very much in diversity inclusion because I believe the diverse opinions inclusively offered will yield higher-performing outcomes. It yields innovation. And so, if you’re leading a network of people, and you’re boldly getting their input, and you’re boldly making big decisions with diverse and challenging insights, you’re going to be transformational, which is a different way of leading. Your team doesn’t exist in the way you thought of it anymore.

Pete Mockaitis
Well, so it sounds like it all starts with changing a couple of your perspectives in terms of who’s on the team and how you engage and lead. Tell us…

Keith Ferrazzi
Can I challenge that for a second?

Pete Mockaitis
All right.

Keith Ferrazzi
So at Ferrazzi Greenlight, we study a bunch of stuff. We study how people and leaders should act. And what I’m saying is leaders and people should act to manage in a network not lead without authority. But how to get them to do it is another thing we study. How do you actually change behavior? And you don’t change behavior by changing mindsets. I know that that sounds odd.

There’s a wonderful phrase I learned from AA, Alcoholics Anonymous. “You don’t think your way into a new way of acting. You act your way into a new way of thinking.”

So, if I want somebody to change their mindset, I change their practices. And, one day at a time, we’ll wake up, and like, “That works. That works,” and the mindset changes. So, you start with the practices.

Pete Mockaitis
Okay. Well, then let’s chat about some of those practices in terms of where would you recommend we start first, then second, then third?

Keith Ferrazzi
Yeah. Chapter one is “Who is your team?” so there’s a very distinct practice where you need to do what’s called a relationship action plan. A relationship action plan literally walks through, “What are we trying to achieve? Who do we need to achieve it with?” And then I even give details about how do you manage that on an ongoing basis with relationship quality scores, etc. So, really, number one is the practice of putting relationship action plans together.

The second practice is earning permission to lead. And I define the metric that I call porosity. Now porosity, it’s a word that exists. It doesn’t exist in the way I use it. Porousness means how porous, how absorptive. A sponge is very porous, right? A glass is less porous.

Leaders have to make people porous. Leaders, in the old day, if you led with authority, you don’t have to worry about porosity. You just said you’re a boss, you told somebody something. They absorb it. That was their job, “My job is to tell you. Your job was to absorb it,” right? So, in the new world where you may or may not be telling somebody something that they have the interest or the desire to absorb, you got to work at getting it absorbed, and that’s leadership. And there’s a whole strategy I called serve, share, and care.

How do you let people know that your job is to serve them? How do you let people know that you are authentically a good human trying to be of service? The vulnerability, the openness, a lot of Brene Brown’s work, a lot of Amy Edmondson’s work, our own research institute has gone into this stuff very deep. And then how do you really land that somebody believes you care about their success?

And there are practices and conversational tips and tactics and tools on moving that forward. There’s also lots of tactics around, “How do you co-create? How do you collaborate?” I think old-school collaboration is broken. Old-school collaboration is like there’s really more buy-in which meant, “I came up with an idea and I’m going to sell you one.” That’s buy-in. Co-creation is, “I have a vision. Let’s, you and I, wrestle this until we make it extraordinary.” Right? That’s the world of innovation that we live in today, and that’s what we need.

So, anyway, there’s tons of chapters and each one has very distinct practices about how do you lead in a network, how do you lead when you don’t have that authority. And, by the way, that doesn’t mean you’re not a leader. You could be the president of a company and still need to lead without authority because there’s always a set of individuals that will resist your idea if you try to foist it upon them with the traditional control and authority mindset.

Pete Mockaitis
Sure thing. Well, let’s dig into some of these little tools, tips, tactics associated with how you really get across that you care about someone and you are trying to serve them and their interests.

Keith Ferrazzi
Yeah. Empathy is critical. Creating empathy between two people is really critical. And think of empathy as a bridge from where you are now to a productive relationship. But what is the key that opens up empathy in its most accelerated path? Like, what’s the thing that would create empathy between the two of us in the most accelerated fashion? You want to take a stab at it?

Pete Mockaitis
Well, I’m listening well.

Keith Ferrazzi
Yeah. By the way, great one. The fastest path to activating empathy is vulnerability because vulnerability creates us. Where you sit and where I sit, how do we create us? I’ll give you a little practice. I’d be curious if you want to do this with me. There is a practice that I use at the beginning of meetings called sweet and sour. Sweet and sour. What’s going on right now in your life that’s sweet? And what’s going on right now in your life that’s sour?

Pete Mockaitis
I like that a lot more than happy and crappy for the record. It sounds a lot more professional and enjoyable.

Keith Ferrazzi
Did you come up with that or did you read that, happy and crappy?

Pete Mockaitis
My buddy Connor shared that with me. I think it’s from camp or something.

Keith Ferrazzi
That’s funny. What’s happy and what’s crappy? I don’t know. I kind of…I might even adopt that one, what’s happy and crappy. By the way, I love that actually. I love happy and crappy. Okay, I totally take it back. I don’t like sweet and sour. It’s happy and crappy.

Pete Mockaitis
All right. We’re going to switch then. We’ll trade.

Keith Ferrazzi
Yeah, so happy and crappy. I win. So, what I’m happy about is I’m happy about the book. I’m also happy that we had the book release is over and the exhaustion of 4:00 o’clock a.m. podcast, not that this is exhausting and a 4:00 o’clock a.m. podcast but I was doing those, right? So, that I’m all happy about. Sour is my son. I have two boys, got one at 12, one at 16. They’re very long protracted pregnancies. No, I’m just kidding.

They were foster children. And the 16-year old, you know, he’s turned a corner in many ways but he’s making very bad choices, economic choices. And at a time when he doesn’t have a job, he’s not making good choices. And that would typically lead me to want to hold him accountable and restrict funding from him because of his very bad choices. And, unfortunately, we’re at a time when we’re in a crisis, and he has no sources of income so I’m struggling to set boundaries and still be supportive, and it’s very difficult for me, and I don’t think I’m being a very good father. So, that’s my sour.

What’s yours?

Pete Mockaitis
Well, okay, I’ll tell you. Well, I guess the sweet and sour, alright? So, I think sweet, actually, hey, amidst the coronavirus pandemic, there has been a surge of enthusiasm for online learning so I’m seeing some actually pretty excellent growth in revenue and such, so that’s pretty sweet. What’s sour is, well, I’ll say what first came to mind and then we’ll discuss this afterwards. Well, at this moment, there is in the U.S. a whole lot of unrest, protests, riots associated with the murder of George Floyd, and conversations about racism and police brutality. And it just makes me sad when I read and I observe and I see the state of where we are and how difficult it can be to heal and transform. It just makes me sad. And I’m feeling hopeless in terms of I don’t quite know for me what I can do.

Now, I think I might know what you’re about to say, Keith, but you tell me. We were talking about vulnerability, what I just shared is sour but it’s not particularly vulnerable to me. That’s just something that I think all of us are kind of dealing with right now. Is that fair to say?

Keith Ferrazzi
It’s cool. First of all, when you asked for this, different people have different natural proclivity of their own openness. So, this is like when we ask somebody, “What are you really struggling with at work?” and your boss asks you that. “Well, I just work too hard.” So, your answer was authentic. It’s something you’re struggling with. How you’re internalizing it could be more vulnerable. You could be talking about a level of depression that you’re having, difficult concentrating, etc. That could be more vulnerable.

But, yeah, I mean, the window of vulnerability is open to how you want to be. The reason I went to personal, and went more deeply personal, is because I wanted to set a tone, and I could’ve gone more, right? If I’m doing this with a group of my friends that know me for years, I would go more vulnerable on things. And sometimes in certain environments you don’t but it’s a start, right? That was a start, and it does breed empathy. It does breed empathy. And then you move from there.

But we help teams create this kind of relational connection as one of the elements. There are eight elements. We coach team through eight elements of transformation. And we believe right now there is a very important opportunity for any member of a team or any leader of a team to re-contract with a team, to reboot how a team’s social contracts exist.

So, for instance, is there a social contract where we care about each other? Is there a social contract where I feel responsible for your success as I do my own? And that’s a contract. Now what’s the practice that follows that contract up? Is there a contract that we’re going to tell the truth in meetings? Or is there a contract we aren’t going to talk on each other’s backs? Many teams have contracts that talk behind each other’s backs. It’s not written on some value statement on the wall but it’s what happens.

I wrote all these up and we’ve done $2 million worth of research on how to apply these methodologies in a remote world. In a remote world, we find that you get a real degradation of trust, and you get a degradation of vulnerability, and you become much more transactional, so a lot of this has to be more intentional.

I put a website when all this happened. I put the $2 million worth of research studies up there. It’s called VirtualTeamsWin.com. And it has been very effective for people, and a part of it is a free contract that you can use to re-contract with your team and do a set of social norms. Now, I do that for a living with teams. I go in and I re-contract teams’ social norms, and I coach them to adopt these behaviors. But I wanted to write a book to help anybody be able to do that. And that was the intention of Leading Without Authority. How do you go into a group of people and help them rewrite their social contracts so you can achieve extraordinary things together?

Pete Mockaitis
Right. And I’m starting to see the pieces are coming together a little bit here. I see that vulnerability led to empathy powerfully as you demonstrated. I guess I know what you’re dealing with, and I feel a closer connection to you as a result but I don’t yet know that you give a hoot about me and what I’m trying to achieve from that alone. What comes next?

Keith Ferrazzi
So, people are always talking about, “How do we get higher degrees of engagement in the workforce?” Well, have them co-create with you. Most old leaders would just dictate. I love reaching out to people and saying, like I said earlier, “Hey, I got an idea but let’s wrestle this together because I think together we can come up with a solution that’ll really kick butt, right?”

So, you got to get into a co-creation. Through the co-creation together, then you’ll have even more time. You’ll have more time to become deeper connected, right? Continue to lead with that authenticity, lead with that sincerity, that generosity, be of service, but along the way you have an opportunity to celebrate somebody in front of another person, “Hey, I’ve been working with so and so. Gosh, she’s just amazing. She’s so smart.” That is another way to show generosity.

So, I think of it as a DNA strand where being of service and being authentic keep intertwining with each other, because the more vulnerable and authentic you are, the more people will open to you authentically and vulnerably back, the more you can learn about them, the more you can be of service, the more you be of service, the more time they give you. And, together, the relationship creates loyalty. And I think this is true of all relationships, not even just work relationships.

Pete Mockaitis
Well I’m curious, if you’re going about doing this sort of thing and you hit some roadblocks and people just don’t seem to be jiving with what you’re trying to do, what are means of diagnosing and correcting what’s going on?

Keith Ferrazzi
Well, lots of advice in the book on this. One of the whole chapters is called, “It’s all on you,” where I come up with six deadly excuses that we use to not work with people collaboratively. And a lot of it is because you bump up against the wall and someone’s difficult or obstinate or distracted. And you’re just like, “Oh they should cooperate with me. They should collaborate with me.” It’s like all on your terms. And so I twist it and I say it’s all on you.

Sometimes, you have to go 99.9% of the way to engage somebody before they start to move halfway toward you. Like with my son, when he first came into my house, I couldn’t say, “When you start acting like my son, I’ll be your father.” He’d be like, “Well screw you. I don’t want you to be my father. anyway” And so I had to work 99.9% harder and on the way, I had to stay there and be vulnerable and try to be the best dad I could be while he was saying, “You will never be my father.” And sometimes we have to do that at the workplace if we want to be high integrity leaders.

Keith Ferrazzi
What I think is most important is that we decide sometimes also when we need to walk away if you can walk away. A lot of energy gets eroded when you are working your butt off to try to convert somebody that is a resistor when you should be working to create outcomes with people who are desirous of getting outcomes with you. Because often the momentum of working with people who are desirous of getting outcomes with you will actually be the thing that you need to convert the naysayer, so don’t spend too much time trying to intellectually convert the naysayer. You should be focusing as well on actually getting results. So, a lot of the methodology of Leading Without Authority is take some small wins and get them over the line as well.

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

Keith Ferrazzi
No. Look, I mean, this was an eight-year passion project. And now I’m creating books, and, just like yourself, I’m creating leadership courses, and I really do want people to be able to be extraordinary in this new world.

I also just started a foundation called Go Forward to Work. And the principle of it is we’ve done a lot of transformation in the last couple of months, I want people to go forward to work, not back to work. I want us to define what the future of work is because I think it’s alive and living right now in this time of crisis, and I want to document it. And I’m working with about 80 CHROs of some of the biggest companies in the world to define what the practices of the future of work are today.

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

Keith Ferrazzi
Oh, yeah. I think it was “A foolish consistency is the hobgoblin of little minds.” I think it was Emerson. But the principle is sticking to your guns too long is foolish particularly if you get more data and you get a better argument.

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

Keith Ferrazzi
Well, I just started using technology in very different ways. I’m using Slack, I’m using Asana. I think it’s so important. Of course, Zoom has been extraordinary. I think it’s so important for us to begin to be much more rigorous in our use of tools to support our business, and that’s not traditionally been done. Even in big organizations, I don’t see some of these tools being used for communications, for program management, for knowledge management, for process redefinition and management. They’re great tools so I would start using some of them.

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

Keith Ferrazzi
I think it’s the definition of all the work that I’ve done, it’s always ask, “Who?” When you figure out where you want to go, you’re trying to think about what you want to do, how you want to get there, there’s a question that we under-curate, and that question is, “Who?” Right? “Who do I need to do it with?” And then all of our science and research helps you be extraordinary, and it helps you be awesome at your job, relative to that question “Who?” from a relational and collaborative standpoint.

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

Keith Ferrazzi
KeithFerrazzi.com is probably the best. I’m very proud of a leadership course we just created there. You can get the book everywhere, but KeithFerrazzi.com is a great place to start. I check my own Instagram too if anybody wants to say hi.

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

Keith Ferrazzi
Yeah. Have a vision for something that could be transformative in your workplace, and identify the first person to bring into the team to co-create that vision. And the wonderful thing about the first person you bring into your team, you’re actually bringing them into their team, meaning this is a real co-creation. Don’t hold this idea up as yours. It’s yours and theirs. Go kick some butt and go be transformative. The next thing you know, you might end up rising up to be an executive at the company because of your transformation.

Pete Mockaitis
Keith, this has been a treat. Thanks so much and keep on rocking.

Keith Ferrazzi
Pete, thanks so much for having me. I appreciate it. It’s an honor.

498: Nourishing the Relationships That Nourish You with Dr. John Townsend

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Dr. John Townsend says: "You need people just like they need you."

Dr. John Townsend discusses how to build the relationships that keep you motivated and productive.

You’ll Learn:

  1. The one need leaders often ignore
  2. How to engage in nourishing conversations
  3. The five relationships you need in your life—and the two to prune

About John:

Dr. John Townsend is a nationally-known leadership consultant, psychologist, and New York Timesbestselling author. John is the founder of the Townsend Institute, Leadership and Counseling, and the Townsend Leadership Program, which is a a a  nationwide system of leadership training groups. He developed the online digital platform TownsendNOW and the online assessment tool TPRAT. Dr. Townsend travels extensively for corporate consulting, speaking, and helping develop leaders, their teams and their families.

Resources mentioned in the show:

Thank you Sponsors!

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Dr. John Townsend Interview Transcript

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

Dr. John Townsend
Thanks, Pete.

Pete Mockaitis
Well, we’re going to be talking a lot about people fuel and being empty, being full, and the nutrients, so I’d love it if you could kick us off by maybe sharing an inspiring story of someone who really made a transformation here and what that looked like in practice.

Dr. John Townsend
I’d be glad to. Now, it’s a little long but not too long, but it’s like over 30 seconds. Is that okay?

Pete Mockaitis
I’ll take it. Absolutely.

Dr. John Townsend
This person was a business owner, he owned a business he started. And he said, “You know, I’m getting ready to sell the business and it’s been successful. I’ve got a really good marriage and I kind of want to go to phase two, maybe a few more years in this program, but somebody said that you can kind of optimize leaders. And I just wanted to know if there’s anything else. I like golf but I don’t want to do it every day. I like work but I don’t want to do it 70 hours a week and all that.

So, I flew over and we had a day, and I do an analysis with the leader where I talk about, “What’s your vision? What’s your mission? What’s your strategy in life? What’s your strategy in business? Where do you want to go?”

And I said, “Now, let me get to know you and your relational context because that’s important.” And he said, “Oh, I got lots of relationships, no problem there.” And I said, “Well, tell me about your relationships.” And he said, “Gosh, I’ve got people I’m mentoring, and people I’m guiding and leading and developing, and people that report to me. And I’ve got great relationships.”

And I said, ”Now, that’s great. But I’m struck by the fact that all those relationships are outgoing relationships. It’s you outsourcing them with your wisdom and help and mentoring and leading.”

So, he said, “Isn’t that what leaders are supposed to do? We’re supposed to be givers.” And I said, “Yeah, but you wouldn’t treat your car that way. I mean, sooner or later your car is going to be at the gas tank and you’re going to have to give some fuel to drag your car. So, what about people that are inputting to you as well?” And he said, “Oh, yeah, yeah. My wife, she’s great. She listens to my insecurities, she’s a safe person, she’s there to encourage me. And, also, my Labrador Retriever, Max, and he’s there for me, never judges me.” And I said, “Well, that’s good. We need a spouse that’s supportive with our fears and insecurities, I’m a dog person too.” I said, “But I would consider you in the relationally-deficit category.”

And he kind of got a little upset about this, he said, “No, I got lots of friends.” And I said, “Yes, you do. Yes, you do. But you don’t have a lot of people that you need. And I don’t mean need for, ‘Give me a ride to the store,’ or, ‘Let me borrow a couple of sugars.’ You don’t have a lot of people that need in the way that when you need encouragement, wisdom, somebody to be there, somebody to challenge you.” And he said, “Well, maybe I don’t, but that feels selfish.” And about this time the wife came in, who was listening, and she goes, “Joe, you better listen to this guy because I really don’t like being the only person you can talk to.”

And I said, “Joe, she’s right.” I mean, the way the neuroscience works. It says we got to have more people in our tank. And I said, “You know, your spouse is a little overwhelmed. She’s a nice person but she’s not everything. And, by the way, your dog is genetically engineered to lick your face and be nice to you because he won’t eat otherwise so you need more.”

And he said, “What am I supposed to do?” I said, “You need a life team,” and that’s a concept in the book. You need three to ten people who love work like you do, but also want to self-improve. And when there’s a time for a challenge, you can have that eight-minute windshield wiper call or you can have a dinner with, and you’re not always mentoring and guiding and developing these people. You’re being vulnerable with them and they’re being vulnerable with you. You’re talking about what’s really and truly in reality going on and take the leadership hat off, and that’ll change everything.”

He said, “Nah, that just sounds like kind of touchy feely and it sounds like I’m being too weak.” I said, “Well, give these people a chance because my hunch is that when you tell people, ‘I’d like to have some more relationships because I tend to be the giver, and all I got is my wife and my dog,’ they will say to you, ‘I am honored to be on your life team. You’ve always given to me, you’ve always mentored me, you spend so many hours with me on my business, on my marriage, on my parenting, sign me up.’” And he did it, and he came back, and he said, “I could not believe the response and it’s great.”

So, that’s kind of the catalyzing story of the model here, is that what I tell leaders. What I really tell leaders is, “You need to need. You need to need other people and it’s not being selfish. And here’s how to do it. And here’s what the research says. People, and especially leaders, that don’t have a lot of long-term vulnerable relationships, you don’t need a lot because you don’t have much time, but if you don’t have a few of these life team people, you’ll end up with worse problems and performance in your business, more health problems, stress problems, that and the like, more psychological-emotional problems, and a higher mortality rate so it’s not even touchy feely, “Oh, go to HR and talk about it.” It’s really hard science that says, “We all need it.”

Pete Mockaitis
Well, I’m a huge believer of that, absolutely.
I’ve got a men’s group, or however you call it, or slice it, or arrange it, I think it’s absolutely huge to be able to kind of share those things. So, I like it, you sort of have broken down the particular things we need into what you call relational nutrients. And I understand you’ve identified 22 of them, that’s a lot. So, could you maybe share with us what are the most essential and maybe the most overlooked for professionals in particular?

Dr. John Townsend
A coaching client of mine said the same thing. He said, “That’s a lot. Can you do two categories?” And I thought, “Yeah, everybody’s busy.” So, let me give you the four categories.

Pete Mockaitis
All right.

Dr. John Townsend
Much more palatable. The 22 are arranged, there’s five or six in each category. The first one is be present. And be present to a leader means sometimes you’ve got shut up and listen. Now, we leaders love to talk, and we got nuggets of wisdom and all that, and that’s great. But sometimes that’s not what a person needs, and sometimes that’s not what you need.

What we found out is that there’s so much research about a person just being empathetic and authentic, and saying, “I get you. Tell me more about it.” Instead of three pieces of advice and fixing and fixing and fixing, just saying, “I’m here and you can vent to me and you can tell me whatever you need to tell me, how you’re feeling, and I’m not going to preach at you now. I’m just going to tell you I’m your friend.” And you keep eye contact if you’re face to face. If you’re digital, you keep connected, and say, “I’m with you.”

And we found out that there’s so much for a person to get, “I didn’t need three steps to solve my problem. I can solve my problem by just knowing you don’t judge me and you’re my friend and I can be as messy as I want.” People come out feeling like they’ve lost 30 pounds and they’re motivated. Be present.

The second one is to convey the good. Sometimes we’re down. You know, work is stressful, business is stressful, life is stressful, family is stressful. Sometimes we need somebody, when we’re discouraged, overwhelmed, just to say, “I believe in you and I want to encourage you. You’re doing the right thing. And I got a lot of respect for you. And I got like hope for your business to change in this turn it’s having, or your family to change.” It’s sort of like a little shot of Prozac, where somebody just says, “I know you’re down, and I know you don’t believe in yourself right now, but I believe in you, and I see reality there.” That’s convey the good.

The third one is deliver reality. And reality means sometimes we don’t need just people being present with us, or people just encouraging us. We also need like a Yoda, somebody to say, “Hey, why is that happening? Let me tell you some research I saw and here’s some information. Kind of give me the data.” Sometimes we do need data, wisdom, insight, perspective from somebody that really has been down there, and is a deeper person, like Simon Sinek’s great TED Talk about the power of why. People can help us with the why that we’re having some challenge.

And then the fourth one is call to action. And call to action means, you know, businesses and life and leadership changes when we get off our butt to do something. So, sometimes it means, “I want to challenge you to take this step. I know you’re afraid to, I don’t know, make this change in your business, or confront this person, or do this restructuring, or have this tough conversation with a person in your culture, whatever.”

But we call, sometimes, people to action, say, “Listen, there’s something we got to do. I know you’re getting it but you’ve got to do a tough scary thing right now.” And every week, we need people being present with us, conveying the good, delivering reality, calling us to action. And also, as leaders, we need to deliver those nutrients to other people, and I promise you, the people that you’re responsible to take care of, they need them as well.

Pete Mockaitis
And when you talk about these people, are you envisioning that you recruit them from all over? They could be colleagues, they could be friends, they could be related to you.

Dr. John Townsend
You mean for the life team?

Pete Mockaitis
Yeah.

Dr. John Townsend
I was speaking about giving the nutrients also to your directs, to your workers, to your children, to your spouse. So, the ones we give those things to, that’s just everybody we feel like we’re with. But in terms of that special three to ten people life team, the way I work that out, Pete, is I always like to start with the blue sky. Okay, what’s perfect? What’s ideal? And the blue sky would be those people who are all in some, you know, drive a distance, a view. You all get together for, I don’t know, lunch once a week, or dinner, and you just kind of talk about how life is going and the challenges, and you give each other grace and truth and support, and that’s great.

Now, I don’t have that because I’ve got people in my life team, a couple of them are in other parts of the country, don’t even know each other but I kind of went for the quality. So, we stay in touch when I’m in town, or they’re in town, or Skype, or texting. Texting is wonderful. Texting is very, very connecting. People say texting doesn’t work with connection but it really does. You could be very encouraged and encouraging with a text.

And so, like in my situation, some of them are in a group that I’m in, and some of those are just people that I know are high-quality people. So, for some people, their life team is going to be maybe people that they know that aren’t getting together. And for some people it’s going to be, “Yeah, I assemble a group of five people that said we’re going to get together twice a month and really dig into personal growth as well as professional growth, and it’s kind of transformational.”

Pete Mockaitis
And so, when you are engaging in these conversations with folks, I’m curious, is there a particular set of things that you always like to cover or kind of prompts or questions, or is there any kind of structure or agenda, or is it just kind of like letting her rip?

Dr. John Townsend
Well, there’s certainly a let her rip because if we’ve got too much structure, people get more into the, “Okay, it’s 2:15. We didn’t read this book yet,” and then they don’t do what they need to do. There’s got to be a place where there is a reasonable structure but also there’s room to veer off the structure when people say, “Look, I’ve got a 911. I’m a mess here. My kid is on drugs,” or, “I’ve got a big cashflow problem.”

So, what I always recommend is the ideal would be 90 minutes. People are busy. And that 90 minutes kind of a check-in, “Let’s just go around the circle. How is everybody doing? What’s your wins and what’s your challenges?” And then sometimes people say, “Well, I want to study a book from John Maxwell, or Brene Brown, or Jim Collins, or something,” and they’ll tell you a chapter of the book, and that’s fine. And then people will also say, “I’d like to talk about it but I’d like to talk about what I’m learning.” So, it’s what’s called the content piece. You’ve got the check-in, “How’s everybody doing? Do you have a content piece?”

And then I think what’s really good is to say, “Okay, we’ve got 45 minutes to go, let’s talk about what’s really going on.” And people do a deeper dive. People come away going, “I learned something, I felt like I’m caught up with these people I care about. And also, on a personal growth level, I could be vulnerable and I don’t feel like I’m judging myself, and I feel like people are with me in the next week that I have.”

Pete Mockaitis
And so, when it comes to these people, you’ve sort of given some names of different roles to folks, the seven Cs. Can you give us the rundown of that?

Dr. John Townsend
Yeah. Because people say, “Hey, where can I get these people?” So, the seven Cs are if you look at the four quadrants of relational nutrients, I look at them like the way I look at bio-nutrients. In fact, that’s where I got the idea because we all need calcium when we get bone problems. We all need iron when we get blood problems. So, I thought, “Okay, there’s bio-nutrients but there’s also relational nutrients.” I trademarked the term because it’s so valuable for me that we need to get those things back and forth to each other just like we do calcium and iron, but not with a pill but with a conversation.

So, the seven Cs are who has those relational nutrients and what level from a nutrient-rich person to a nutrient-deficient person. And it goes like this, the first level is coaches. Coach is the highest level of nutrient-rich because they know some things, you hire them, or they’re pro bono or whatever, because of their expertise in business, or leadership, or personal growth, or spiritual growth, or self-help, or parenting, or whatever. And they don’t need you to be their buddy, they’re there to coach you, so it’s all about you.

Second level is what’s called comrades. Those are the people that are your brothers and sisters-in arms, like they go through life together, and you want to help each other to be the best person you can be, and that’s kind of like that life team concept I mentioned. Very mutual, very honest, and very safe. Third level is casuals. We all need people in our life that we just sort of stop and smell the roses with. Maybe you go make a friend out of somebody whose kids are at your soccer game and you like them, or you see somebody at a community meeting, and you all get together. And not really a life team member, a comrade, but really sort of a nice positive person. They’re also a farm team for the life team because you might think, “You know, this person is into self-improvement, being better, being a better leader. Maybe we need to talk.”

Next level is colleagues because so much of life is about work and we need people who are, even if you can’t pick who you work with, if you owned the business you can, but if you don’t and you get assigned those people, either way they’re going to have three qualities. They’ve got to be really good at what they do and competent,. They’ve got to be also relational people, really good relationally. And third, they’ve got be able to work on teams well. And you always push for that as much as you can get to get the best out of those relationships as you can.

Next level is care. And care are those people who are without. You know, there’s people in developing countries that have nothing and we’ve been given a lot, and leaders have a responsibility to be on board, to go to trips to serve, and also to mentor young professionals that are just starting out and need somebody to tell them how to do a SWOT analysis and how to start up a marketing campaign. So, we’re supposed to help other people. That’s care.

The next one is chronics. And chronics, I’ve been in California, I raised the kids here in California, but in the beginning of my life, I was from the South. And we have a phrase in the South called “Bless her heart,” and “Bless her heart” means they’re kind of a hot mess all the time. They have chronic problems with money, and their job, and their marriage, and their kids, and their friend. They just are always in trouble.

And we spend a lot of time with these people, supporting them and having lunch with them, giving them advice and all sort of thing. But the only problem with chronics, bless their heart, and they’re not mean people, they’re nice people, is that they have what I call from psychology a flat-learning curve. They don’t take any insight from the homework you give or the advice. They keep making the same mistakes over again. It’s chronic. And we tend to give a whole lot of time to those people.

And then the last category is contaminant, and they’re those dangerous people. I mean, people that should be in prison and people who have serious character disorders that they want to destroy your business and your family, and you can’t spend any time with them. So, what I say in that is, so, to get the nutrients you need to have a balanced life, most of us look at those seven Cs and go, “Goodness gracious, I’m bottom heavy. I don’t mean physically bottom heavy, but I’ve got a lot of contaminants and chronics and care, and I don’t have very many at the top. I don’t have many coaches and comrades.”

And I tell people, “We’ve got to right-size this. Where’s your coach or your coaches?” I’ve got two or three because The Harvard Business Review says they bring about three times the value of what you pay for them, and that’s been my experience in the very least. So, where’s your coaches, business directors, advisors, personal directors, spiritual directors. And then where’s your comrades? Where’s that life team? And if you build that up then you start pruning back the bottom, that’s a pretty good life.

Pete Mockaitis
And let’s talk about the pruning process. How do you recommend establishing boundaries and doing that well?

Dr. John Townsend
Tell the truth.

Pete Mockaitis
All right. Go on.

Dr. John Townsend
Well, let’s look at the chronic category. Most leaders I work with have a whole bunch of people they’re spending enormous time with who really aren’t changing. They just really want to be around the leader because the leader is warm and wise and accepts them, and that’s great. But when they give them hard things to do and assignments and this sort of thing, they kind of come back and say, “No, I didn’t do it. I was busy. But what else you got for me?”

We have to realize we’re sort of just, in some nice way, we’re kind of enabling them not to change. And so, when you start finding that pattern, I mean, when people are doing what you’re saying, they’re saying, “Oh, gosh, I had that conversation and my business is doing great, my family is doing great.” Great. But a chronic is just not going to change. They’ll just keep kind of complaining that the world is against them.

So, sooner or later you’ve got to have a conversation saying, “I care about our relationship and our time is valuable, but I’ve noticed that things aren’t changing and you have real challenges in your life, and they’re real. But I’ve noticed that you really do a small percentage of what I’m asking. And so, we need to consider if this is really working for us, and let’s try it again, and I’m going to tell you three things to do this week, blah, blah, blah.”

So, you give everybody a chance like you would any kind of a conversation. And if they come back and there’s just more excuses after a couple of times, then you say, “Honestly, I really like you but I kind of spend a lot of time with people who really want to grow and change. So, instead of meeting you once a week, it might be once a quarter. But here are some other people or organizations you can go to.” You’ve got to be nice about it. I never cut anybody off, but I do resize things when I notice that a person is chronic.

Pete Mockaitis
And I’m wondering about sort of energy drains in terms of colleagues at work. How do you think about interacting there?

Dr. John Townsend
There are people who are energy drains and it happens because there’s energy given and taken at work. But I kind of say it’s our problem. It’s not them, it’s our fault because you only experience at work what you tolerate at work, right?

So, if I’ve got somebody coming in and they’re, I don’t know, complaining or negative or whatever, and I give them 45 minutes that I don’t have, well, I tolerated that so I got it. But if I say, “I only got three minutes here, or five minutes, or whatever,” or I even have a tougher conversation. You know, Henry Cloud and I wrote a book called How to Have That Difficult Conversation You’ve Been Avoiding, that sometimes we could say, “I don’t have a lot of time. Sorry. I’ve got to get back to work.” Sometimes we have to say, “Can we really talk about this because there’s some things going on? And you can give me any feedback you need to but some things that are difficult that I want to talk about,” and you head to talking.

I think in terms of people that are mild, moderate, or severe, I mean, you always want to be mild. I don’t want to be moderate or severe. A mild person will say, “Yeah, sorry. I didn’t mean to bellyache so much. And, yeah, thanks. That’s good advice.” And they change, they’re mild. Moderate and severe might say, “Well, gosh, I thought you’re my friend, and you’re against me too.” And you go, “I’m not that but I got to see some changes.” There’s eight steps for that of how to deal with that in the book so you’ve got to determine what the drain is and whether you just take a mild approach or a moderate approach, but there’s tips for that.

Pete Mockaitis
Sure thing. Well, so then maybe before we get to that final bit, John, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Dr. John Townsend
Yeah, I would invite and challenge business leaders to rethink how you are about your relationships and not to shame yourself because you might need to have a friend. We try to be so strong, we try to be Superman, we try to be Wonder Woman, but the reality is all the neuroscience says, “You need people just like they need you.” And I promise you, when you say to some people, “Can we make lunch about me? I just got a challenge.” It can’t be anybody.

It can’t probably be somebody who works for you, that’s not really appropriate, but somebody that’s a friend, outside or inside of business. I promise you, 95% of them will say, “You know, you give so much to me, you’re so much there for me. It’s an honor to be there for you.” Take a little risk and see what your people are made of.

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

Dr. John Townsend
I’m a big fan of Peter Drucker. He was called the Moses of management. He’s the guy that started all the management research that we now follow, and he was right just about everything. And I sort of read his stuff and learn from his stuff. He has a great statement, he says, “Culture will eat strategy for breakfast,” meaning we all need a strategy to grow our businesses, we all need to be great leaders and do the right things and the right products, service, mission, vision. But culture, which is relationships, if our relationships aren’t in place, it’ll sabotage it. So, always, always take the people part in consideration.

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

Dr. John Townsend
There was a study done by some Italian researchers about how people connect, and they used monkeys. And they had a computer with electrodes that went to your head. And so, they put computer electrodes on one monkey’s head and on the others, and the monkeys could see each other from a few feet away. And then they began looking at the brain mapping of what the heat points in their brain was because that’s how you know where there’s activity.

And what they noticed was when one monkey was, let’s say, anxious, the other would look at it and get anxious, and he had the same red spots in the same place as the other one. When one would get happy, the other one would feel happy. When one got angry, or sad, the other one did too. And they basically figured out that there are neurons that are called mirror neurons, like when you’re shaving, you look at a mirror.

These mirror neurons travel back and forth through eye contact where you see something in somebody else and you have a similar response. And they think they might’ve discovered the neurological basis for what’s called empathy. And every leader must be empathy. Some of us are gifted in it, some of us aren’t gifted in it, but everybody, every leader must learn the skill.

And from that we figure, we’re finding out that the leaders that could just pay attention to their people, I mean, you still make them accountable, you still got to have KPIs and goals and all that, but if you also can be a mirror neuron to them so you can understand what their life is like, your company becomes more successful.

Pete Mockaitis
And how about a favorite book?

Dr. John Townsend
I’m currently revisiting a book by Pat Lencioni, who’s a friend and a guy who really has helped us in the business world, it’s called The Advantage. It’s a great book that is worth several reads on how to have your company be high-performing through the right relationships and engagements.

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

Dr. John Townsend
Actually, it’s an assessment tool I developed called the TPRAT, Townsend Personal Relational Assessment Tool. My company uses it and I use it for clients. It measures how a person’s four, what we call, capacities, capabilities in life. One is bonding,
The second one is boundaries.

And then the fourth one is capability. It measures all the four of those categories – bonding, boundaries, reality, and capability – on a scale of one to ten, and you get a profile of four numbers.

And it’s like all these skills that you’re going to have to move up the ladder on that. And people like it, it makes sense. You can get it on my website, but it’s kind of a nice way for a team or a group to say, “Oh, okay. Here’s what we’re all working in, and here’s the ones that are strong in this. How can we relate better given these scores?”

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks and you’re known for?

Dr. John Townsend
Yes. It’s probably a mantra that I use in my company that we train other companies with, and it’s that we all need competence and character. Competence means you’ve got to be good at what you do. You’ve got to get the training. You’ve got to do the elbow grease and really learn things at a highly-skilled level. But you’ve also got to have character. You’ve also got to be a person that has integrity, has great relationships, and can inspire other people.

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

Dr. John Townsend
My website is DrTownsend.com. It’s got a lot of information. We’ve got the blogs and the advice, and information. We’ve also got information about the Townsend Institute where you can get a masters in leadership or masters in coaching, all online with us, Townsend Leadership Group which is our cohort-based program around the country where a leader can meet with other leaders and with a person that I’ve trained to help them grow in their professions and SWOT analysis and EQ and all those things – DrTownsend.com.

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

Dr. John Townsend
I think of it this way. We’re all meant to be F-16s, it’s like those pilots, they go halfway around the world at very high altitudes and very high performance. And every leader wants to be that and should be. But you’re only as good as your fuel. So, consider who are you hanging out with? And who’s hanging out with you? And is it high-capacity fuel versus low-capacity fuel? You want to be with the highest octane possible.

Pete Mockaitis
All right. John, thanks for this, and good luck in all of your leading and relationships, and I hope you’re well-nutriated.

Dr. John Townsend
I think you just made up a new word. Thank you.