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KF #9. Manages Conflict Archives - How to be Awesome at Your Job

1009: Negotiating with Difficult People with Rebecca Zung

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Rebecca Zung shares fresh strategies to take on your biggest bullies and win.

You’ll Learn

  1. How to identify if someone is a high-conflict personality
  2. How to SLAY your bullies and win 
  3. The mindset trick to keep narcissists at bay 

About Rebecca 

Rebecca Zung is a high conflict negotiation expert, a U.S. News recognized Best Lawyer in America and USA Today Bestselling Author. Speaking on platforms worldwide, she is also a bestselling author of several books including the USA Today National Bestselling book SLAY the Bully: How to Negotiate with a Narcissist and Win and her YouTube channel has tens of millions of views. Her podcast, Negotiate Your Best Life has 2 MM downloads and is in the top .5% of podcasts globally.

She’s also the founder of the proprietary SLAY® Method, the proven blueprint for negotiating with narcissists and her programs, including her High Conflict Negotiation Certification Training program- a coach certification program – have transformed thousands of lives in more than 150 countries and on every continent.

Resources Mentioned

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Rebecca Zung Interview Transcript

Pete Mockaitis
Rebecca, welcome.

Rebecca Zung
Thank you. Thank you for having me. It’s a pleasure to be here.

Pete Mockaitis
Oh, thank you. Well, I’m super excited to hear your perspectives. And I’d love it if you could start us with an eye-popping jaw-dropping tale of narcissism run amok in a workplace. Lay it on us.

Rebecca Zung
Ooh, run amok in a workplace. Gosh, I think it’s going to just be like one of my stories. But, in a workplace, I’ve seen it in so many different situations, but one of the ones that I thought was the most egregious was a client that I coached. She had been a CFA for, I think, a Fortune 20 company here, and she was wooed to Hong Kong. Initially, she thought she was going to actually be a CEO of China, Asia, of this particular company. It was a family-owned company but, like a billion-dollar company, and she was going to be the CEO of one of the divisions.

And so, this guy completely love-bombed her, brought her to Hong Kong several times, told her that this is how it was going to be, that she was even going to be able to have women’s initiatives, and all sorts of other things, and she wasn’t really looking to leave her other position, but, because this particular person, who was based in Hong Kong, really laid it on for her, and put everything that she wanted into the contract, that she ultimately left her position, moved to Hong Kong and started with this company.

Now, this guy was the son of the owner, who was a billionaire who lived in Switzerland or something, but so she gets there, and the first day, she doesn’t really have an office. There’s all kinds of files and extra things in the office that’s supposed to be hers, and the guy that she was talking to the whole time, he’s not even available to meet with her on the first day. So, they stick her in this office, and they don’t really have anything going on for her.

They don’t even really put her on the website, and that day turned into the next day. And then she started asking questions, and then they were documenting her file that she was difficult. And then the guy started to say, “Well, we’re not ready to have you go into that position just yet. You’re going to start off over here.” Meanwhile, they’re paying her according to the terms of the contract, but they’re not giving her the position.

And, really, she was just trying to get the position that she came there for. And so, ultimately, she hired me and we figured out a way that we could potentially expose him and some things that were going on in that company. And she didn’t, ultimately, wanted to go back there but she just didn’t want, like harm done to her career, and so she was able to make a settlement from it. But that was like one of the craziest stories that I’d ever seen, ever.

Pete Mockaitis
Yeah. Wow, that’s almost like a nightmare movie situation. You could turn that into a horror movie, it feels like, in terms of you know how we’re all a little bit nervous about a new job. It’s like, “This is the worst.” You’re out of your element, your family, your friends, your country, and it’s not what you thought and hoped it would be. That is spooky. Okay.

And so, then, in her situation, the result was to hire one of the best lawyers in America, according to U.S. News and World Reports, and really get into the meat of the matter. And it sounds like you went right for the juiciest, scariest, most sensitive thing they might be worried about a lawyer going after. And I guess we’ll just have to wonder what that might be for confidentiality’s sake, I’m guessing, unless you’ll indulge us. Will you?

Rebecca Zung
Well, I mean, I can’t say too much more because I don’t want it to be so obvious of who it was or whatever, but let’s just say the best way to get to a narcissist is always going to be looking at, what I call their diamond-level supply, which is their image, how they look to the world, their reputation, and then you take their own behavior, and so you’re not lying about anything, you’re not contriving anything.

I call it ethically manipulating the manipulator, and you say, “Well, you know, here’s what’s going to happen if we don’t come to a resolution. I don’t want to have to do this, don’t make me have to do this, because I just want to walk away in peace and I want my life. But if we can’t come to a resolution, then this is how it’s going to have to be.”

Pete Mockaitis
All right. There you have it. Understood. So, right from the get-go, we’ve seen the worst-case scenario and then the nuclear option for responding to the worst-case scenario. Understood. Maybe we could back it up a little bit and share, as you’ve worked with this stuff, you’ve researched, you’ve written the book, you’ve worked with clients, any particularly surprising or counterintuitive discoveries you’ve made when it comes to this adult bully stuff?

Rebecca Zung
Yeah, they’re always way more afraid of you than you are of them.

Pete Mockaitis
Really?

Rebecca Zung
Yeah, and they love to, you know, what I think of it? It’s always very similar to me when I think about the bully in “A Christmas Story.” Did you ever watch that movie? It’s like on every year.

Pete Mockaitis
Oh, yeah.

Rebecca Zung
So, in “A Christmas Story,” this little kid is being bullied every day by this other kid, who’s like bigger, taller, he says he has yellow eyes, and he’s on his way home, and he’s like, “Oh, God, here comes that guy again.”

And then, one day, he’s so mad about other things going on, and it was just not the day to mess with him. And so, he fights back against the bully and ends up, like, going crazy on him. And after that, the bully ran away from him and never bothered him ever again, because it was really all about fear-mongering and terrorist tactics, right? But it all comes from a place of scarcity, a place of fear. It’s not authentic power.

True authentic power, it doesn’t have to use all of that. I love the analogy of “The Wizard of Oz” because in that movie, Glinda the Good Witch, when the Wicked Witch came around, went, “Go away. You have no power here.” And the Wicked Witch went, “Oh, God, I’m not messing with her. I’m going to go mess with people who are actually afraid of me.”

Because Glinda was, like, completely non-plus, it was like a gnat flying around, like, “Please, lady, not even wasting my time.” And that’s what it’s like when you have true authentic power. You don’t have to use control tactics, you don’t have to use fear-mongering, you don’t have to use all of these things because you know who you are, and that’s what makes all the difference in the world.

Pete Mockaitis
All right. I love that. You know who you are. Potent. If I may, if we don’t yet know who we are, how do we get there?

Rebecca Zung
Isn’t that the $64,000 question, right? I mean, you start by realizing that they’re preying upon your own triggers, your own traumas, your own fears, and not who you were born to be. You’re born to be authentically powerful in your mission, in your purpose. And you know when you’re there because you feel aligned with everything that you’re doing, everything that you’re saying.

And what narcissists do is they prey upon your vulnerabilities. They prey upon people who they don’t feel secure. So, dealing with your own traumas, your own triggers, understanding all that stuff got layered on, you were born as a perfectly wonderful baby who had no fears, other than maybe falling or loud noises. But as a beautiful brand-new baby, you feel completely like, “Life is good. Everybody loves me. I love everyone.”

And then what happens? Your parents do something, or grandparents, or kids, you go to school, you get bullied at school, somebody says something, looks at you wrong, then your neighbor kids, and dah, dah, dah, dah, whatever, and your siblings, who knows? But all this stuff gets layered on and you forget that you actually are truly and authentically powerful as you are. You are innately valuable, innately worthy. And what narcissists do is they prey upon people who don’t feel that sense.

And so, the more you gain respect for yourself, the more you realize that you don’t need to respond to every little thing that they do, you don’t need to defend yourself, you don’t need to argue. I always say I’m half Chinese, so I always wear jade, but never jade, never justify, argue, defend, or explain. Because the more you do that, you’re giving them your power, you’re saying, “Here you go. Have my power.”

The true act of power is to take that back and say, “I see you. I see you like I see a toddler having a tantrum on the floor, but when I see a toddler having a tantrum on the floor, I don’t feel like I need to get down on the floor and have a tantrum with them or actually get into it with the toddler.” You just go, you look at them, and you go, “Okay, are you done yet? Well, when you’re done…”

And that’s the way you have to do it. I say you have to put an invisible shield down around you and start putting up boundaries, and say, “I demand respect for myself. I don’t care if you’re my mom, my boss, my sister, my brother, my neighbor, or my best friend, I deserve to be treated with respect and I’m not going to engage in conversations where I’m not being respected.”

Pete Mockaitis
Understood. And I’m curious, when we think about, if you want to call them bullies or narcissists or high-conflict personalities, what proportion of the population falls into this category versus might someone just happen to have a different perspective than us, and be having a bad day? And how do we tell the difference?

Rebecca Zung
Yeah, great question. So, when I did my research for my book last year, I found that approximately 15% of the population has a personality disorder that lacks empathy. So, it’s about 6% or 7% narcissism, and then you go into there’s bipolar or personality disorder, there’s other personality disorders that lack empathy. And so, when you put them all together, it’s about 15%.

Now, then there’s also a percentage of the population that has what they call high-conflict personality disorder, which may not necessarily be narcissism or bipolar or any of these others, or borderline or whatever, but it could potentially be extremely difficult to deal with. Now, what I have to say is that this is a spectrum, right? So, all the way to the end of the spectrum are your people that have these personality disorders that lack empathy.

If you think of Jesus, or the Dalai Lama, or whoever your person is, on the other end of the spectrum, then everybody else sort of falls in between. And so, like where are you on that spectrum? It’s hard to say but we all have an aspect of narcissism in us. I mean, we all want to feel, seen, heard, and know that we matter. That’s the human experience. That’s just who we are.

But it’s when you are to the end of the spectrum, where you’re like, “I am in so much pain, so much shame, so much hurt, so much whatever is going on inside of me, that I feel empty inside and, therefore, all I can do is try to get as much supply as I can to the detriment of anybody else. I don’t have the capacity to have feeling for anyone else,” that’s when it’s an issue.

Pete Mockaitis
Okay. Well, these numbers are higher than I expected. That’s a good chunk of folks, and just lacking empathy, and so just operationally, definitions, let’s hear. I think I know what empathy means. When you say it in this context, what do you mean?

Rebecca Zung
Having the ability to step in somebody’s shoes, and say, “I get you. I feel you. I understand you. I understand your pain. I can see why you would be hurt by that. Your dog just died. Oh, my God, that’s just awful. I feel that pain for you. I feel that.” A person who doesn’t have any sense of that is like, “Okay, but you’re still going to come to work, right? I mean, you’re not going to…I’m not going to lose money over this, right?” Like, they’re just thinking about themselves in that situation.

Pete Mockaitis
Okay. Well, so you’ve got an acronym to slay the bully, S-L-A-Y. Can you walk us through it?

Rebecca Zung
So, S stands for strategy, L stands for leverage, A stands for anticipate, Y stands for you. The strategy piece is having a vision, a goal, a very specific vision that’s not defined by the narcissist or the bully. It’s defined by what you want. And so, what does that look like? Does it mean, if you’re breaking up with a business partner, that you want to keep the business, that you want to be bought out, that you want to buy them out, that you want to sell the business? What does that look like specifically?

And then L is leverage, which I alluded to earlier, but basically if you have these two different forms of narcissistic supply, which is anything that feeds the narcissist’s ego, and the higher-level form of supply for them, the ultimate form is that diamond-level supply, which is going to be their image, their reputation, how they look to the world, all the window dressing. It could be a prestigious job, prestigious friends, big house, money, the big bank account, the car, whatever it is.

It could be a new girlfriend, a new business partner, a boss, colleagues, employees, people that they don’t want to look bad in front of, they will protect and defend this form of supply above any other form. The secondary form of supply is what I call co-level supply, and that is bullying people, making them feel small, pushing them down so that you feel bigger, smearing people, passive-aggressive remarks or behavior, moving the goalposts in negotiations constantly for no reason whatsoever. All of that is what I call co-level supply.

In order to get a narcissist to not be constantly in your space anymore, you have to figure out a form of supply that’s more important for them to protect, i.e. the diamond-level supply, than the supply that they get from manipulating you, and that’s the co-level supply, and then threaten that source of supply, otherwise, they will never leave you alone.

And I want to back up for a second, and just give a quick little overview about how a narcissist is formed. How they’re formed is formed in childhood. I alluded to this toddler in an adult body, but it’s because when they were children, they were in fight or flight on a continuous basis, different times over and over. When this happens to any of us as humans, our brain emits hormones, adrenaline and cortisol mostly.

And that cortisol, when it’s being built up in a brain of a child, can actually cause arrested development in the limbic part of the brain, and that’s what causes the issues. So, while their prefrontal cortex can continue to develop, the thinking and all of that, what happens is, if they get triggered as adults by a perceived slight, loss of control, exposure, it could be a tone, it could be an eye roll, it could be a body language, whatever it is, then that limbic system is activated, it shuts down the prefrontal cortex, and now you’re dealing with full-on emotion, and they don’t think clearly.

They’re not thinking in terms of rationality. They can’t think long-term, “What’s the impact of what I’m doing?” And so, they will literally take themselves down to take down the other person because they see that other person as public enemy number one. Everything is black and white with them, “You’re either for me or against me. If you’re against me, then you’re public enemy number one.” That’s why it’s impossible to negotiate with, or communicate with, a personality disordered person as you can a rational or reasonable person. Does that make sense?

Pete Mockaitis
Understood, yes. So, we’re not really talking about the sensible, rational issues, and the options, and the best path forward, but we’re more so, it’s like, “I’m going to take away your toy. Deal with that.”

Rebecca Zung
It’s 100%, “Even if I’m going to get in trouble, I don’t care.” Because I’ve seen guys that’ll say, “I will burn my business to the ground before I have to pay her alimony.” And you think, “Why the hell would you do that? That makes no sense because then you don’t have the income either,” but that’s what they do, because they’re in that full-on, “I’m not thinking from my reasoning brain.”

Pete Mockaitis
Well, Rebecca, that’s an interesting example there. And so, they say that, and in that moment, they feel that, but in practice, do they actually do that?

Rebecca Zung
Yeah, you do start to see them doing things like that, you know. They’ll fire their top person because that person wasn’t on their side, sided with the wife, or they’ll just stop working. So, we always say in the divorce world, that they end up with SIDS. The incomed spouse, whatever, whoever that is, ends up with SIDS.

We call it sudden income deficiency syndrome, like, “Oh, suddenly they’re not making any money.” And they have no money as soon as the divorce starts. But part of it is because they just decided, “You know what, I’m not going to take contracts, I’m not going to fulfill on them,” things like that.

Pete Mockaitis
Yeah, and it’s really hard to kind of wrap your arms around because it’s not rational.

Rebecca Zung
It’s not rational.

Pete Mockaitis
And, in some ways, it’s slightly rational in the sense of, if we’re being stone-cold no empathy, it’s like “Hmm, well, now I am earning half as much money from engaging in this work that I get to pocket for myself as I was before, therefore, I’m less interested in doing many of these jobs.” So, I guess in some ways, there’s a cold rationality to it.

But at other times, that’s self-destructive situation you described in terms of, it’s like, “I’ll burn my company to the ground before I pay you a cent because I’m filled with rage.” That stuff, that’s sort of eye-opening for me. I guess I’ve lived a sheltered, kind existence, that folks, they don’t just feel that way in the moment, but they, in fact, execute the rational steps over weeks, months, years to execute.

Rebecca Zung
Yeah, they do it, I’ve seen it. And the other half of that is that people will pay attorney’s fees that they don’t need to be paying. I’ve heard guys say to me, “You know, I’d rather pay you than her.” And so, they are constantly blowing up potential settlements because they don’t want…They enjoy the game of it, it’s the sadistic piece of it.

And so, normal rational people will sit down at a negotiating table, and they’ll say, “All right, how can we make sure that both sides feel seen, heard, know that they matter, get something that they want from this exchange so that we can come to a deal? Like, who wants to pay lawyers? Or who wants to keep fighting? Or who wants to…?” Like, there’s a cost to all of that, right? Not just lawyer’s fees, but also part of your life, and the stress of it.

And whether you’re dealing with a business litigation situation or a partnership litigation or maybe you’re just trying to negotiate with a boss for a raise, or a colleague, or whatever it is, it doesn’t have to be a litigation setting, but they’re not trying to come to a resolution. They enjoy the game.

Pete Mockaitis
Well, that really is eye-opening in terms of a total reframe. It’s like, “Oh, the normal game I’m playing with normal people almost all the time is not what to do here.”

Rebecca Zung
No.

Pete Mockaitis
“Instead, I’m going to take this other approach,” which you’ve been walking us through, so we get strategic and leverage, and please continue.

Rebecca Zung
Yeah, so A is, anticipate what the narcissist is going to do, and be two steps ahead of them, which means you know they’re going to try to bait you, you know they’re going to try to trigger you, you know they’re going to try to do whatever they can to continue to get their supply source, their hit. I mean, they’re like drug addicts almost. And so, you want to come up with ways that you’re going to stay ahead of them, shut that down.

And so, what I do is I give people, you know, I have a whole wealth of tools in the toolbox, but some of them, for example, are what I call fluff or favor, vomit later, which is fluff up their ego a little bit to get a little something that you want give it in exchange for something that they want. It’s like you’re fluffing up a pillow, basically. So, sometimes that might be the plan.

Sometimes the plan might be making a plan stand, I call it, which is, whenever you have to meet with them, make sure you have an agenda, a scope, and a time limit so that they can’t sandbag you, so that you keep it to facts, not feelings. Because one of the things that a narcissist will constantly try to do is bait you into all sorts of things, whether it’s going for the jugular.

If you think that you’re really great at money, or handling, or careful with money, they’ll say that you’re a spendthrift, that you were horrible, that the only reason why they have money, the company’s making money is because of them, you know, stuff like that. And you want to sit there and defend yourself, “What are you, crazy? You weren’t even here. I was the one that brought in that particular client, and I was the one…”

Now, they have you. That’s exactly what they want. So, you want to go, “No, today, we’re talking about this issue. We’re trying to figure out how we’re going to dissolve this partnership, and we’re going to look forward. We’re not going to look back,” because you don’t want to get into that.

And then having a time limit because you want to be able to say, “Oh, you know what? It’s an hour or two hours, whatever it is that we allotted for this and, while talking to you is my absolute favorite thing on the planet, we’re going to have to continue this conversation another day,” because you want to take control of the narrative instead of having them take control.

And then the Y is you, which is your mindset. We kind of started with this at the beginning, which is great because I kind of like to start with it. But it’s you and your authentic power and you being on the offensive instead of the defensive. You thinking about how can you walk forward instead of backwards or even just staying straight. You’re shifting a power dynamic. You’re really going 180 degrees a lot of times.

And so, I say, step one, don’t run. Step two, make a U-turn. Step three, break free. Y is you breaking free? Y is you saying, “You know, I see you all the time. I don’t even care because you’re not a thing in my life anymore.” Oak trees don’t worry about whether the wind is going to blow, because they know they’re rooted, and that’s what you want to be.

Pete Mockaitis
Okay. So much good stuff. Well, now, could you maybe walk us through a couple examples of all this played out in action?

Rebecca Zung
I’ll give you an example for the Y. Many people ask me, like, “What’s a main message when you’re dealing with a narcissist or anybody?” And I always say that you and you alone define your value, and people will think what you tell them to think, and that includes a narcissist.

And I’ll tell a quick little story, which is when I first went out on my own many years ago, I had been practicing law for a few years before, and then I went, I was a stockbroker at Morgan Stanley for a couple of years and I had my Sears seven in ’66. And then I decided to go back to law to start my practice. And at the time, I hired a business coach, and I said to her, “Ugh, these people are going to think I’m such a flake. Like, I literally went from being a lawyer to financial, to back to being a lawyer.”

And I was in Naples, Florida at the time, which was a very affluent community, very kind of judgy, you know. And so, I said I was very worried about looking flaky, and she said, “People will think what you tell them to think.” She said, “You can tell them that you’re a flake or you can tell them that you are the only family law attorney that has a financial background, so, therefore, you are more qualified than any other attorney in town. Which story would you like to tell?” And I said, “Oh, maybe I’ll tell that one. That sounds pretty good.”

Pete Mockaitis
That sounds that’ll be better for a client position and bill a lot.

Rebecca Zung
“That sounds better. I’ll take that one.” So, that’s what I did. I positioned myself that way, I marketed myself that way, and within two years, I had the top family law practice there and I was representing billionaires and all sorts of very powerful influential people. And I can tell you that none of them would have hired me if they thought I was a flake, but it was really how I showed up.

And if I had showed up as, “Oh, I’m sorry. I know I jump around a lot,” and kind of defending myself, then people would have seen me as that. But I showed up as, “No, this is who I am, and this is what I do, and this is my background, and this is actually going to help you.” And I can’t tell you how many people hired me because of that, “I’m hiring you because you’re the only one that has a financial background.”

But it’s such a lesson because you define your value, and people will think what you tell them to think. You can tell once people walk into a room and they know who they are and you can’t mess with them. But they define that.

Pete Mockaitis
Beautiful. Okay. Let’s hear another story.

Rebecca Zung
Well, one of my favorite stories is I call it the $2 million apology. So, I was doing a mediation and I was representing this guy who was, like, the top developer in Florida.

Pete Mockaitis
Real estate developer?

Rebecca Zung
Yeah. And even at the time that we did our initial meeting, our initial consultation, he was acting like I was so lucky that he was choosing me to be his lawyer. And at the time, I was, like, referring out like 80% of the people who were coming to me, and so I had way too much to do. And so, I’m like, “I roll in the whole time, like whatever,” but he goes to hire me.

And so, at the time, he goes, “Oh, is there any room in your retainer or your hourly rate?” And I looked at him, and I was like, “No, but I’m happy to refer you to cheaper people if you’d like.” And he was like, “No, that’s okay. I’m going to go with you.” I said, “Okay.” So, then fast forward to mediation, it’s like 12 hours, it’s like 9:00 o’clock at night, we’ve been there forever, we’re all like ready to get out of there, and we’re about ready to sign the agreement. And the wife was going to get about $2 million in alimony over the next few years.

Of course, she was getting a lot of other assets as well, but part of it was alimony. And so, the mediator comes in to me, and says, “Hey, Rebecca, can I talk to you for a second?” I’m like, “You better be coming to me with an agreement that people are signing. Like, what are we doing over here?”

Pete Mockaitis
“At this hour.”

Rebecca Zung
Yeah. And so, he pulls me out in the reception area, and he says, “I have a very unusual request from the wife. She is willing to waive alimony if he will apologize to her for everything that he did to her during the marriage and take responsibility for it.”

Pete Mockaitis
Verbally, not written?

Rebecca Zung
Verbally.

Pete Mockaitis
Okay.

Rebecca Zung
Yeah, so she wanted him to go into the room without anybody else there and apologize. And I’m like, “What’s the catch?” and he’s like, “No catch. This is what she wants to do against her lawyer’s advice, whatever.” I’m like, “All right.” So, I go back into the room and I tell my client what he has to do, “Go to school over there, you know, like a puppy dog with your tail between your legs, whatever, say your thing and then she’s going to wave alimony.”

And he says, “No, I’m not going to do it.” And I’m like, “Yes, you are,” because I’m thinking to myself, “I’m going to have to give this guy, like in the lawyer’s call, a CYA letter, like cover your you-know-what, because what the heck is he doing over here?” And so, I’m like, “I’m going to kick your ass. Like, get over there.”

So, he finally goes over, and he apologized, and she signed off. She waved alimony. And it was like that important to her to get him to apologize but he almost didn’t do it. And so, at the end of the day, we’re standing in the parking lot, he signed, he’s got a signed agreement, the thing is done, and he says, “Hey, by the way…” he’s like, “Thank you very much.”

And he said, “By the way, I just want you to know that I’m glad that you didn’t negotiate your retainer or your hourly rate at the beginning,” he said, “because if you had, I would have thought that you were going to be soft negotiating on my behalf throughout the divorce.” And I was like, “Oh, really?” But the whole thing was very interesting to me and almost like a great case study in negotiating in so many different ways, because I stood firm on my value, and then the fact that he didn’t want to negotiate at the end because of his own ego, his own pride.

Because what would happen is that he no longer would have a tie to her because he wasn’t going to be paying her these monthly payments, so he couldn’t continue to control her. And that’s part of the reason why she also was willing to waive alimony, because she wanted a clean break from him, and he didn’t want to do it. He didn’t want to let go of his supply source but he finally did.

Pete Mockaitis
Yeah, there’s a lot of layers and things to unpack there. And what’s powerful with that value is that it was, in negotiation they talk about the BATNA all the time, the best alternative to negotiate agreement. And in your situation, it really was the case that you were pretty well booked up, you were referring out lots of work, and therefore, you truly, it sounds like, weren’t even tempted in the least to reduce your retainer.

Like, you could walk away, “And I will not be upset,” as opposed to, if you were just getting started, you’re like, “Oh, man, I need every client I can get. Well, maybe,” you know, you probably have some more temptation there.

Rebecca Zung
Oh, well, I have a story about that, too, if you would like.

Pete Mockaitis
Please do.

Rebecca Zung
So, when I did first go out on my own, the guy who ultimately ended up being my law partner, when I moved to California, he had been practicing for years. He was, basically, like my dad’s age and he was a member of the Academy of Matrimonial Lawyers, he’d won all these awards, whatever. He’s such a wonderful man.

I went out on my own, he wasn’t my partner or anything, he was just my friend. He was really opposing counsel in some ways, like 5:00 o’clock one day, I had been out on my own for maybe a month, my receptionist says, “Hey, Jack Long is here to see you.” I’m like, “Jack Long is here to see me? Okay.” So, I go out and sit down in the conference room, and he says, he was from New York originally, so great, and he goes, “I need to talk to you about your hourly rate.” And I said, “What?”

And he goes, “It’s too low.” And so, I mean I was charging like $2.85 an hour or something like stupid because like, I said, “Well, I’m so afraid I’m not going to get clients, you know.” And he goes, “I’m going to tell you a story.” He said, “When I first went out on my own in 1969, or whatever it was, like, it was forever ago,” he goes, “I did a divorce for a guy and I charged him $4,000. And he comes to me and he goes, ‘Jack, you did a great job for me. You charged me $4,000.’” And he’s like, “Yeah?” And he goes, “My wife’s attorney charged her $5,000.” And Jack’s like, “Okay, so you should be happy.” And the guy goes, “Well, obviously he’s better than you.”

Pete Mockaitis
Hmm, obviously.

Rebecca Zung
And so, Jack stood up at that point, and he goes, “Raise your damn rates.” And he walks out. The next day, he calls me, and he says, “I got a great referral for you.” He said, “I’m conflicted off.” It turned out to be Arnold Schwarzenegger’s goddaughter, so I ended up getting to travel with Arnold and become close to him and their family.”

But he says, “I’m giving you this referral,” he said, and he started to explain the case to me and he gave me all the details. And then at the end, he goes, “And they have money, so charge something decent for Christ’s sake,” and he hung up the phone. And so, I took that client, and that day, I raised my rate by, like, a hundred dollars an hour, or something, and I never looked back. We went up from there, obviously. But it was such a good lesson for me.

Pete Mockaitis
Well, there’s so much there with regard to pricing and psychology. And, boy, my favorite part was the word obviously because, in fact, the relationship between price and quality is fuzzy, and sometimes the best lawyers don’t cost the most. It’s just that high prices have to fund fancy buildings and other overheads, as opposed to strict quality of any professional. But, nonetheless, the perception remains, like, “Oh, well, the best are obviously, obviously the most expensive and the cheap ones must not be the best!”

Rebecca Zung
Yes, exactly. And that’s why he told me to raise my rates.

Pete Mockaitis
Okay. Well, tell me, any final thoughts before we hear about some of your favorite things?

Rebecca Zung
I always like to tell people to start looking at people from an observer’s perspective, because the way people treat other people is a direct reflection of the way they feel about themselves so you can never take anything personally. I mean, people who feel great about themselves don’t go around treating other people like crap. That’s just the bottom line.

So, if you take things personally, then it really is about how you’re feeling inside. So, don’t let your trauma do the talking. Don’t let your trauma do the picking. Do the personal development work and all the rest will come.

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

Rebecca Zung
I love the one from Rumi, which is, “Set the world on fire. Seek those who fan your flames.” I love that one because I want you to think about, like, “Are people dousing your fire? Are they pouring water on it? Or are they fanning your flames and throwing logs on it and saying, ‘Hey, I love seeing you fly. I want to see you fly some more. There’s room for everybody’?” So, that’s one of my favorite quotes.

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

Rebecca Zung
I love The Seat of the Soul, Gary Zukav; The Power of Intention, Wayne Dyer; A Return to Love, Marianne Williamson. I love there’s one I’m reading right now, actually, called This Thing Called You by Ernest Holmes, I think is the author. It’s an older book, but I didn’t even know that it existed. So good. Really, really powerful.

Pete Mockaitis
All right. And is there a key nugget you share with clients or in your books, that folks tend to remember and repeat back to you frequently?

Rebecca Zung
I think it’s the things that we’ve been talking about. You know, one of the things that I do say that I hear is what’s negotiable is contracts, issues, and terms. What’s not negotiable is your self-respect, your self-esteem, or who you are.

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

Rebecca Zung
My YouTube is RebeccaZung.TV. I do have a “Crush My Negotiation” prep playbook that people can get for free which is at WinMynegotiation.com, and then my website RebeccaZung.com has literally everything, tons of resources, a lot of everything about all my courses, my coaching programs, my certification, all of that.

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

Rebecca Zung
I would say do everything with complete integrity, and do what you say you’re going to do, when you say you’re going to do it, how you say you’re going to do it, even with the smallest things, making promises to yourself and the rest will come. The first negotiation that we have to do most of the time is with ourselves, for our own self-worth, keeping the negative committee quiet in our head. And so, by keeping promises to yourself, it helps you raise your own self-esteem and become the best version of who you are.

Pete Mockaitis
All right. Rebecca, thank you. This is beautiful, fascinating, fun. I wish you many successful negotiations.

Rebecca Zung
Thank you. Thank you, Pete. It’s been great.

985: Boosting Confidence and Slashing Anxiety through Great Boundaries with Abby Medcalf

By | Podcasts | One Comment

Abby Medcalf discusses how to set firm boundaries and keep negativity from ruining your day.

You’ll Learn

  1. What most people get wrong about boundaries 
  2. How to stop others from hijacking your mood
  3. A trick for dealing with people who are nasty to you

About Abby

Abby Medcalf is a Relationship Maven, psychologist, author, podcast host and Tedx speaker who has helped thousands of people think differently so they can create connection, ease and joy in their relationships (especially the one with yourself)! With her unique background in both business and counseling, she brings a fresh, effective perspective to life’s struggles using humor, research and her direct, no-nonsense style.

With over 35 years of experience, Abby is a recognized authority and sought-after speaker at organizations such as Google, Apple, AT&T, Kaiser, PG&E, American Airlines and Chevron. She’s been a featured expert on CBS and ABC news, and has been a contributor to the New York Times, Women’s Health, Psychology Today, Well+Good and Bustle.

She’s the author of the #1 Amazon best-selling book, “Be Happily Married, Even if Your Partner Won’t Do a Thing,” as well as the newly released Boundaries Made Easy, and the host of the top-rated “Relationships Made Easy” Podcast now in over 170 countries.

Resources Mentioned

Thank You, Sponsors!

  • Jenni KayneUse the code AWESOME15 to get 15% off your order!

Abby Medcalf Interview Transcript

Pete Mockaitis
Abby, welcome.

Abby Medcalf
Hey, thanks for having me. I’m excited to be here.

Pete Mockaitis
Well, I’m excited to hear some insights on boundaries. Could you kick us off with a particularly surprising, shocking, stunning discovery you’ve made about boundaries that really dazzles people? No pressure, Abby.

Abby Medcalf
No pressure at all. I would say this, that most people think they’re setting boundaries and they’re not. I think we throw that word around a lot. So, I’ll hear things like, “Well, I told the person I didn’t like what they were doing and they needed to stop.” That’s not a boundary. Or, “I told them that I feel really uncomfortable when you talk to me that way. I said that to this person and they kept saying whatever they were saying.” It’s not a boundary to tell someone how you feel. It’s not a boundary to tell someone that you don’t like what they’re doing. That’s not a boundary. So that’s what you’re doing wrong probably first.

Pete Mockaitis
Okay, right from the get-go. So, you’re expressing something like, “Hey, I don’t like that. I would like for it to be different.” So then, what is a boundary and how does that sound?

Abby Medcalf
So, the boundary would be “Hey, I don’t like how you’re talking to me. You’re going to need to stop, or I’m going…” and then you have to have what I call teeth or a response if the boundary is not kept. So, not a consequence, you’re not punishing anyone. You are just letting them know what will happen, and there has to be something that happens, and you have to do it, “Or I will leave the meeting,” “Or I will hang up,” “Or I will block you.”

I hope it’s not block. I don’t like people taking very drastic measures, but you want to do something. You have to be clear that, “This is what I’m going to do, period.” So, like, I’ll have someone who says, “Well, I’ve told people not to email me, you know, that my day ends at 7:00. I’ve been very clear, and they keep doing it.” And it’s like, “Well, don’t answer the email then.”

Like, it’s not anyone else’s job to hold your boundary. It is your job. And most people get angry that other people aren’t holding their boundary, but they themselves aren’t holding their boundary. So, really, how are you angry at other people when you’re not even doing it? So, it needs to be on you. You’re not a victim. I get a lot of victim-talk, which is not my favorite, and I talk a lot about that on my own podcast and in my last book.

You’re not a victim in life. You really need to stand up. You need to say what you’re going to do, and then you need to do it. I also say, never repeat a boundary. Once you’ve set your boundary, you just have to do whatever it is at that point.

Pete Mockaitis

Okay. Well, we’re in the thick of it right away. I love it. Thank you.

Abby Medcalf

I’m jumping right in.

Pete Mockaitis

Well, could you tell us then, I guess I’m curious, boundaries, they sound handy. So, you gave us a bit of a definition, is that your official textbook line?

Abby Medcalf

You know, yeah, there’s a few lines. Really to understand boundaries, you have to understand that nobody is responsible for how you feel, what you say, or what you do, and that you are not responsible for what anyone else says or does or thinks. And once you get that, because I think the thing I get asked the most is, “Well, how do I talk to my boss and they don’t get upset?” or, “How do I talk to a co-worker so that they don’t get mad at me?” and you can’t.

There is no answer to that. There is no perfect way. You could say the most perfect thing in the most perfect way. We’ve all done it, right? You’ve done it. I’ve done it. We’ve trained ourselves and gone in with all the good tools, and then the person still gets upset. It’s because it’s about them, not you. And so, you have to get rid of that. All you can do is focus on having integrity in the way you speak, speaking.

I call it speaking from love, not fear, like from the compassion part of your brain, and that’s what boundaries really are. I always say boundaries are love, walls are fear. Boundaries are meant to keep people in, they’re meant to keep our relationships moving. Walls are meant to keep people out. And that’s the big difference.

Pete Mockaitis

Okay. Thank you. Well, so we’re going to dig into a lot of the how-to and the nuances and the verbiage of how this is done. But maybe, could you paint a picture for us, perhaps an inspiring story or some data that would give us a clue as to just how important, useful, transformative, delightful can boundaries be?

Abby Medcalf

I’ve been doing these 40 years, and I work in organizations, and I work with executives, and I work with regular people just in their life. So, whether this is at work or home or anywhere, if you feel at all resentful in your life or helpless or hopeless, you don’t have boundaries where you should, and you’re not holding them.

So, if you want to have peace of mind, boundaries are the answer to feel more peaceful in your life, to have more connection, to have more love in your life, to have more efficacy, to feel more productive. You know how much more productive you are when you have boundaries? It’s unbelievable. 

When you hold the boundaries, what happens is your self-esteem is absolutely raised because you are having greater self-efficacy. You are doing what you say. And in my experience, as I work with people putting out boundaries and holding them, is that they get promotions, they leave jobs and get better ones, they save their relationships in different ways in their personal lives. I mean, your life will become exponentially better once you learn to have them and to hold them. It’s truly the answer to a lot of what you’ve been looking for.

Pete Mockaitis

Exponentially better, the answer. I like it.

Abby Medcalf

Exponentially.

Pete Mockaitis

Can you give us a particular story?

Abby Medcalf

A very simple one is when you say, you decide what your communication strategy will be at work. I think that’s the place that people get the most out of whack. We know from the research that people are working about 50 minutes longer. We know that the days are stretched.

And we know this from emails and when people are answering things and all kinds of different data. But basically, you’re having a longer day, and that’s a problem.

There’s a lot. of wonderful things about remote work and how we’re doing things now that I love, like, people can see a coach or a therapist in the middle of the day, things that you normally couldn’t have done before. There’s a lot of positive things, but the negative things are that folks don’t know when to say, “That’s enough,”

So, one of the simplest things you can do is announce how people can contact you. If you call me on my phone and you got my voicemail, it says, “Don’t leave a message.” It says, “I don’t listen here. If you want to get me more directly, you have to email me and it gets in my email.” So, right there, that’s a boundary. That’s a very simple one, “I’m not going to answer.” That’s the response you’re going to get.

But if you just did something very simple, I answer my emails twice a day. I have set times. People know that. I make sure that’s out in the world when I’m doing a project with a group or whoever, I’m like, “Here’s when I look at emails, these two times a day. And if you need something more immediate, depending on who I’m working with,” it might be Slack or Teams or something else, right?

But when you start to just be clear about, “Oh, I don’t work after 6:00,” or “I don’t work after 5:00,” when you just start to be really clear, that is your first step in the boundary world. But what I have found is that when I’m thinking, like, he was a middle management that I had who was feeling very, which I think is really common, feeling really pulled. His supervisor wanted more, his subordinates wanted more, everybody wanted more of his time. And I think anyone listening knows what that feels like, that your time, everybody’s looking for it.

And he started to really do the things I was asking him to do, and the number one thing I have is a lot of scheduling. Scheduling is my favorite boundary. You know Jim Rohn, I’m sure, like the wonderful Jim Rohn. He always said, “Run the day or the day runs you,” right? Success is scheduled. And so, even that, like when you think about, “Oh, I put boundaries on my time and I’m very clear because I do not answer,” that’s the response if you go outside of that. “But I schedule in when I’m doing things.”

And so, I really got him to schedule more. I got him to, we really talked more. He was always working on something, and he had 50 projects all kind of going, and I was like, “Stop working on things and finish things. So, give yourself an hour to do whatever this thing is that you have to do, or a half hour. Set a timer, do it, and then whatever’s done is done, and then move it along to the next thing.” When you even give yourself those personal boundaries, like, “That’s it. I’m going to end at this time with whatever this is,” you’re more productive.

Anyway, we worked together for about six months, and just from scheduling and creating boundaries around his time like that, he started being a house of fire. He started being so productive. He was also just happier. He felt more in control of his day. I think that sort of took over too, but he got a very coveted position he’d been looking for about two years, after about six months of us working together where I was helping him speak more directly to a supervisor, having boundaries there, asking for what he needed.

People are afraid, “If I set a boundary I’ll get fired,” that’s what I hear the most. And I have to tell you that has not been my experience. I’ve been doing this for 40 years. I’ve been very focused on boundaries for about 15 of those 40. I have yet to have someone fired for a boundary.

Pete Mockaitis

Not once out of hundreds, thousands.

Abby Medcalf

Not once.

Pete Mockaitis

Zero.

Abby Medcalf

Literally, thousands of people I’ve worked with. I have had people, I will say this, like, have a relationship with the boss get more contentious, or a supervisor or a coworker get more contentious because of the boundaries, that’ll happen for sure. Usually, that resolves itself, but I’ve had a few instances where it doesn’t.

But what’s happened is my client has gotten to understand like, “Oh, I don’t want to be at this job. Like, I don’t want to be somewhere where I can’t have a boundary. Like, this isn’t how I want to work anymore. And because I’m not productive in these environments, I don’t feel happy. I’m not satisfied.”

And you know this better than anybody with all the work, you know, with everybody you interview. If we’re not satisfied at work, it’s so much of our lives, what are we doing? So, I’ve had people realize from setting boundaries that they had to leave their job. They had to start really seriously courting another position or getting out of the system they were in completely, which I also see as success, because at the end of the day, you’re still happier and more content.

Pete Mockaitis

Okay. Well, so let’s really dig into this statement here, “I am not responsible for whatever someone else does or thinks or says.” And it feels like, I mean, you’re the boundary expert, but, to me, this feels like the holy grail of boundaries. Because if I could really believe that, and have that deep in my bones, and to be true such that I feel a sense of peace amidst whatever reacting rage or whatever someone else is putting out there, then it feels like I’ve won the whole game. That’s my perception. Does that feel accurate, Abby?

Abby Medcalf

It’s 100% accurate. And I would say, for every human, this is the hardest thing.

Pete Mockaitis

All right. So, well, it sounds like we’re on the same page, but we’re going to really drill into this a lot. So, first, let’s see, not to play philosopher here, but let’s push the boundaries of this definition a smidge. So, let’s just say I say something to you. This is just a role play. Let’s say, “Abby, you are botching this interview and it’s terrible.”

So, let’s just say I say something kind of rude. That’s not how I really feel. So, I say that, and then you, so, let’s say you react sharply, and maybe yell at me, and then I feel bad, and I think, “Oh, boy, Abby is really upset, and I guess I probably shouldn’t have said that to her.”

So, I guess in a way here, I guess I am somewhat responsible for my own. I’m reflecting on my own actions, and saying, “Hmm, those comments I said were probably not…I probably didn’t deliver those in the ideal manner.” So, I may feel some remorse or guilt or regret associated with my behavior, although your reaction is kind of what got me there.

Abby Medcalf

It’s not justified. No, no, no, no. no.

Pete Mockaitis

What’s not justified?

Abby Medcalf

It’s not justified that I have an angry upset reaction to you criticizing me, let’s say, or what I consider criticism. This idea we all have that, “Other people make me upset, or drive me crazy, or up,” that is your choice all the time. I can sit in traffic with my husband, and because I’m from New York City, and he’s from upstate New York, we have very different ideas of what the traffic is. He gets upset, I don’t, and it’s not because of the traffic. We’re sitting in the same car in the same traffic. It is because of my beliefs about the traffic. Do you know what I’m saying?

That’s what’s getting you upset. So, that’s the same thing. It doesn’t matter what you say to me. You feel the way you think, and you are in charge of your thoughts and you have to be in charge of your thoughts, and we know this is the basis of all therapy, is cognitive behavioral therapy, is that we change how you think to change how you feel.

So, a great reframe we know, we talk about cognitive reframing, my favorite and my favorite quote probably ever that I say a lot to myself and others is, “Life is happening for me not to me.” And so, if I thought that, and you said that, I might think to myself, “Oh, I really should ask more questions before I get interviewed,” or, “Oh, what is he…?” or maybe, “Oh, my God, what if Pete’s having a bad day? I wonder if he’s okay.” There are a hundred things I could think or choose to do besides get mad at you and react. Always.

Pete Mockaitis

Yes, and likewise.

Abby Medcalf

Yes, and likewise the way you talk to me, right?

Pete Mockaitis

Right.

Abby Medcalf

But that’s the point. That’s the point.

Pete Mockaitis

And so, I guess it’s true that in this demonstration example, I had some beliefs, and I guess we’d have to do some feels, dive deep to see what they are.

Abby Medcalf

Well, I could do a little psychological work with you there, yeah.

Pete Mockaitis

In terms of, like, “Oh, if people are upset with me, it means I’ve done something wrong.” Maybe that’s a belief. It doesn’t quite sound right.

Abby Medcalf

It’s most people do. Like, that’s what you think.

Pete Mockaitis

But I’ve got a belief in the ballpark of that belief, I think, in terms of, it’s like, “If someone is upset with me, there is a chance that I have done something wrong.” And in some ways, this learning comes from, I guess, life experience in terms of, you know, often as children, we genuinely misbehave, break the rules, are naughty, according to some definition or standard or rubric, and then receive discipline from teachers or coaches or parents or whomever. And so then, we have some learnings that suggest, in fact, “If I’m being scolded or someone’s upset with me, I may have done wrong.” So, if that’s a big one inside us, how do we unpack it?

Abby Medcalf

Again, but there’s a lot of times when people are upset with us and we’ve done nothing wrong.

Pete Mockaitis

Yes, indeed.

Abby Medcalf

Because that’s the day they’re having. And I would say that’s always the case, and what the hell does wrong even mean? If I spill milk because I’m a kid, is that wrong? No, I’m learning how to pour milk. If I fall down when I’m learning to walk, is that wrong? No, I’m learning. So even that idea that we can decide what’s right or wrong, I have issue with.

So, as we’re older, really what people are afraid of is “Other people not liking me, other people rejecting or abandoning me.” This is DNA, getting thrown out of the clan stuff for millions of years ago. And this conflict avoidance, I find, has become, and I think it’s way worse since the pandemic. It’s always been an issue, but it’s a huge issue, this people-pleasing, wanting others to like us, and thinking that being nice means not having boundaries, and that it’s mean to have boundaries. And that’s the big lie that, you know, wrong, faulty belief, faulty logic that people are working from, and we have to shift that.

Pete Mockaitis

Okay. And so, how does one? So, I guess, here I’m thinking about back to our scenario. I guess for me, since I am all about sort of learning growth and all that stuff and helping people and compassion, I think my “ideal response” would be not so much an emotional one of guilt, shame, sadness, but rather a curious introspective, I was like, “Boy, Abby, really got upset there. Hmm.”

Abby Medcalf

Yeah, “What’s that about?”

Pete Mockaitis

“Might I have communicated that differently or better?” So, I’m not blaming myself, but I’m taking that input as a prompt for reflection without the shame, blame, guilt, yuckiness. And I might conclude, “Okay, next time I’m going to deliver the feedback a little bit differently, and I think that’ll serve both of us better.” And that just feels like a healthy process that feels way less yucky, but we get to the same place.

Abby Medcalf

And that’s why I say boundaries are love and walls are fear. We block people, we cut them off when we’re afraid, but boundaries really are, again, meant to keep people in. We’re trying to create a relationship with them. But I would even say that self-reflection, like, “Oh, I could have said that better,” you know, even that, I would step back even further, and sort of go, “Wow, Abby’s having quite the reaction to that. I seem to have hit a nerve.”

Yes, I could look at myself, for sure, like, be self-reflective, but I could also have compassion for Abby, like, “Wow, I wonder what’s going on there?” because again, I have a choice how I react to that information. So, “Wow, this is really a trigger for her.” If you told me I was, you know, I’m 5’9″, so I’m relatively tall for, I guess, a female. And if someone said, “You’re so short. What’s wrong? You’re so short. You should grow.” If someone said something like that to me, of course, I’d be like, “They’re crazy.” Like, I wouldn’t react to it. I wouldn’t be upset.

But if someone is saying something to me that I think is true, that’s when you get upset. If someone comments on something else, says, you know, I’m old. Maybe if they said, “Oh, she looks really old,” I might be like, “Oh, God, that hurt,” because it feels like something I’m aware of. And that’s the thing to remember, it’s always about us. If someone yelled something to me in Swahili, I don’t know what it means, so I’m not getting upset because I don’t know what they’re saying. Like, it’s really not about the words coming at us. It is about what we understand of them, what we believe about them, what we don’t believe, and that gauges our reaction to it.

If I think I’m going to lose our relationship, if I think it’s going to damage my reputation, I don’t know, like, there’s a lot of things at stake, that make that up. But you know, and you know, I don’t know, you’ve been doing this a while. Like, I get nasty comments under my YouTube videos sometimes or to my podcast or something. And I’m really, thank God, the overwhelming is positive. Really, I have that first initial, like, “Oh, God, I can’t believe someone’s complaining when I’m giving free information. They’ve got to be kidding me. Aargh!”

I’ll do that for a second and then it’s like, “Oh, this poor person. Like, who are they that they’re so mad that there was a commercial in the free, amazing content they were getting? Or that I talked in the beginning, and I introduced Pete, or whatever, you know, too long to them, ‘I had to wait two minutes till you started to get into the…’” you know.

It’s like, “Wow, this poor person, what are they doing?” And I really do feel that. I think, “Oh,” and I try to send a prayer. I never respond, and I just try to send a prayer to them. But, like, that’s a choice that I’m making all the time of how I’m viewing it. So, people do say really nasty things to me sometimes, and maybe to you sometimes, but it’s a choice. about how we respond. It’s always a choice, 100% of the time.

Pete Mockaitis

Yeah, that’s really intriguing in terms of, like, we could hear all kinds of things and some of them won’t trigger us or fluster us in the least, like, “Pete, I think your shirt is dumb.” It’s like, “Okay, whatever. I don’t know.”

Abby Medcalf

Sure. Exactly. Right?

Pete Mockaitis

And yet, there could be another context in which it’s like, “You know, Pete, I am shocked that you didn’t take the time to dress appropriately for this event. It seems like you don’t care and you’re not taking this seriously. This is very unprofessional.” And then I’d be more prone to take that personally because I’m like, “Oh, well, I do care about this, and I do care about that person, and I do care about this event. But it just didn’t occur to me that it was business casual. No one told me that.”

Abby Medcalf

But can I actually even, like, to me, that wouldn’t be wrong? Can I even give you, like, to me, the boundary, when someone’s talking to me that way is, I try to be curious and understand, I’m like, “Oh, what is it about when people aren’t dressed the way you think that has you thinking they don’t care? Because, wow, I deeply care, and I have a different idea about how I dress, conveying how I care. I feel like the care is in my words and in my showing up and in my time, for me. What is it for you? Tell me more. Like, what other ways do you not feel heard or seen? Or what other ways do you feel like people don’t care?”

I would want to really want to have a conversation about that, and that’s a boundary I have that I want to lean in to conversations. So, if you have somebody at work who’s really upset with you, let’s say, or is acting nasty to you for some reason, you know how that can be, like for no apparent reason, and, really, it’s incredible, and I’ve had people practice this. I’m telling you it works, is to stop and say something.

Go like, “Are we okay?” But not angrily, with the compassion and the curiosity. “Are we okay? You seem real mad at me.” And I do it in meeting, I do it all the time, and I actually can think. I’m working with a group of vice presidents right now, and the one guy does not like me. He just doesn’t like me. You know, not everybody likes you. He doesn’t like that I’m there. He thinks they’re paying me way too much money. He thinks it’s a waste of time, and he subtly tries to undermine sometimes.

And so, in the meeting, I’ll just, and again, not in a… I’m just like, “You know, I’m not sure what to do. It feels like there’s a lot of anger coming towards me. I’m not sure how to make this work with how angry you are.” And he started to say, the first time I did it, he was like, “I’m not angry. I’m just trying to make a point.” And he, you know, as people do sometimes. And I said, “Okay. Well, how do you feel like we’re connected right now? Do you really like what I’m saying? On a scale of one to six…” one to six is my favorite, by the way, for feedback, because people, there’s no middle, so they have to give you one side or the other.

I said, “On a scale of one to six, six, I’m doing an amazing job, you’re so happy to be here, you love what’s going on, and, one, you think I suck and this meeting sucks, where would you put it?” And he hemmed and hawed for a while, and I pushed and pushed, and finally he said, “Well, I guess a two.” And I said, “Oh, all right. So maybe I’m picking up on that two energy. Maybe you’re not mad. Maybe I’m probably,” I’m saying an emotion, “What are you feeling? Like, what is happening? How can we move forward?” And you start being curious and asking questions and naming what’s going on.

And I’m telling you, when you have those kinds of boundaries, I have a boundary that people, I don’t allow people, I don’t allow the thing to go unsaid. I’m going to say the thing. If someone’s mad or angry or passive-aggressive, I’m going to address it, that’s a boundary I have. I will not sit in the lie. To me, it’s sitting in a lie. But I also am a kind, compassionate person. So, I’m not going to be like, “What the F is wrong with you?”

Pete Mockaitis

“What’s your problem, dude?”

Abby Medcalf

Yeah, “What’s your problem, Bob?”

Pete Mockaitis

“Stop being a jerk.”

Abby Medcalf

Exactly. And I always say, “Would you rather be correct or effective because you can’t be both?” So, if you want to be correct all day and call him a jerk, God bless and good luck with that. But I want to be effective. So, I’m going to ask questions, I’m going to ask collaborative questions, “Could you tell me more about…?” is probably my favorite question whenever we’re dealing with just communication and boundaries, and trying to get to what is,“Could you tell me more about that? Like, what does that mean to you? Could you tell me more?”

And when people start to give you those answers, we start to connect. When we show an interest in where people are, instead of trying to drag them where we are, I go to where they are. I try to understand, go in trying to learn something, not prove something, that old adage, you know. So here I am in that meeting trying to learn something, I’m not trying to prove to Bob that he should like me and how we are. I’m trying to try to learn something, like, “How does Bob tick? And what exact…?”

Sometimes, Bob doesn’t like that I’m female. I can’t do much about that, right? You know, like he doesn’t like maybe, you know, I’ve had that. They don’t like a woman telling them what to do. I’m Jewish and I’m very out about that. Some people hate Jews, you know, it happens. And so, there’s not much there, but I can still try to figure out a way that there might be a way to connect, and sometimes there’s not, but that’s what I’m going to do.

Because no matter what he’s doing, I’m not going to change my boundaries, that I’m a kind, compassionate person who’s curious and asks questions. And that’s the big mistake people make. If someone’s mean to them, they slam the door and they change their boundary. And if someone’s nice to them, then they collapse the boundary. You don’t want to do that. You don’t want to change your boundaries depending on what other people are doing.

Pete Mockaitis

I got you. And, Abby, I’m curious, I think some listeners right now is like, “Wow, Abby’s like a super, super woman, super woman, wonder woman. I want to be like her.” Tell me, have you always been like this or did you have any transformational aha moments that shifted you into this spot?

Abby Medcalf

Yeah, many. I think I’ve had many transformational aha moments. Some of it is just getting older, and I will say that. I don’t know, my 30-year-old self, who’s trying to prove herself in businesses and with these executives and all that, I didn’t feel the confidence I feel now, obviously, you know, at 60, that I did at 30. That’s different. But there is a space. I mean, I think in some ways I’m lucky. You know, I’m a recovering drug addict, which I talk about a lot. I’m a recovering heroin addict.

And one of the things you learn as you’re getting clean is that you’ve got to start being honest. You have to start saying the thing. And what I found over time, through my own therapy and coaching, I’ve done all the things, I’ve walked on hot coals with Anthony Robbins back in 1980.

Pete Mockaitis

I did that, too.

Abby Medcalf

1986, yeah. You know I’ve done EST with Warren Erhard and, you know, Life Spring, yeah. I’ve done them all. And I was on a path to try to figure out how to be more authentic, and how to speak the truth. And what I found is that I just really want to connect with people.

When you’re in counseling school, they teach you that every interaction should be therapeutic. Every interaction is a chance to be a therapeutic interaction, and that’s how I like, even if I’m at the checkout line at the grocery store, that’s how I like to think about it. Like, this could be, you know, I say hi, I make eye contact. I say, “How’s your day going?” I connect.

Because every time, it’s an opportunity to be authentically connected to people, and the more you practice it, the better you get. And the more you realize that you can tell people the truth from a loving heart, again, not trying, you got to follow the rules. Do you want to be correct or effective? You’re trying to learn something, not prove something, right? You have to go in curious. If you don’t go in curious, people pick up.

One of my favorite bits of research is from Timothy Wilson. It’s in one of my favorite books called Strangers to Ourselves, but he’s a very famous sociologist. Malcolm Gladwell loves him, so now he’s been getting some good press through him. But one of the best pieces of research I ever read was his, and it’s that our conscious brains process information at a rate of 40 bits per second, while our subconscious brains, or what we psychologists call your unconscious, our unconscious brains process information at a rate of 11 million bits per second. So, people don’t hear what you say, they hear what you mean.

So, if I’m in that meeting, and I know that Bob hates me, and I’m not saying anything, and I’m just getting frustrated and irritated, even if all my language is, “Well, Bob, please, I’d really love to hear what you have to say,” and I’m doing that, Bob knows I’m full of crap. Just like every single person listening knows that someone has said something to them at work, and they were saying all the right things, and in your head you’re like, “This person is full of it. I don’t believe a thing they’re saying.”

And you can’t say why, you just know. It’s the 11 million bits. So, that is always at work, and I know it’s always at work, so I am working hard to align that 40 and that 11. Do you know what I’m saying? That’s what I’m doing.

Pete Mockaitis

And so then, you’re just saying it’s like, “Hey, Bob, you seem really angry about this. What’s going on?” And then they’re…

Abby Medcalf

“What’s going on? Like, what is it? Are you okay? Are you afraid of change? Like, let’s talk about it. Are you worried about losing your job? Like, what’s the fear? Let’s get there so we can talk about that for real.” And I will tell you, people start to say, “Oh, well, people like you have come in before, and next thing I know, Jane gets fired.” And it’s like, “Oh.” They’ll tell you.

When you start asking, people will tell you, not directly, but they’ll tell you. And then we can talk about that, it’s like, “Oh, do you feel some firing is going to happen? Is that what you’re thinking I’m here for maybe?” And people will get real. They’ll say, “Well, what else are you doing?” “Like, do you want to ask me some questions about what I’m doing? Maybe I haven’t been clear up front. Or maybe I was clear, but your fears overrode the clarity, so let’s do it again. What do you need to hear from me to feel better? What could I say?”

One of my favorite questions to ask is, “If there’s one thing I could say to you right now that would help you have faith in this process, what would it be?” And I’m like, “If I was going to give you a million dollars, Bob, I know you, you’re like, ‘I don’t know’” I’m like, “No, if I was going to give you a million bucks, come on, what would it be? Could anyone else here tell me? If you were to have more faith in this process, what would it be?” That’s a conversation you want to have. That’s team building. That’s coming together. That’s connection.

Pete Mockaitis

Well, so, Abby, what I love is that, like, fundamentally, this takes a grounding of courage, belief, self-confidence, because, I mean, you probably hear about some hardcore stuff, like, “That you won’t take a penny of fees from us until you get all, deliver all the promised results?” I don’t know, like, you’ll probably hear some hardcore stuff, and you’re ready for it.

Abby Medcalf

I do. I am.

Pete Mockaitis

So, tell me, when it comes to beliefs, let’s say we’ve zeroed in on some beliefs associated with, “I need to please people. If people don’t like me, there’s something wrong with me. I’m going to be rejected.” So, let’s say we’ve zeroed in on a belief. We know it’s there. Now what?

Abby Medcalf

Now what? Well, now you do some therapy. No, I’m just kidding. So, now, your job is to practice it. So, you have self-awareness. I speak a lot on my podcast and on my website, I have a lot of free stuff about this, about being more mindful. And when I started doing mindfulness, we called it attention training it’s learning to train your attention. When you’re mindful and in a moment, you can notice what you’re doing and what’s happening.

So that’s the first thing is you have to get more mindful and be in your moment. You have to practice that more. So, you can do something simple like setting a reminder on your phone for three times a day, and when it goes off, anytime you want, 9:00 a.m., 2:00 in the afternoon, and 8:00 at night. I don’t care. And when it goes off, all you do is just check in and notice how you were feeling. And good and fine are not feelings. Okay is not a feeling.

It’s, like, to truly identify, people kind of suck at how they feel. So, to really think like, “Oh, yeah, I’m in the meeting, I’m a little anxious. I kind of want to say something but I’m afraid people will laugh or…” whatever. You’ll start to notice what your thoughts and feelings are. This is step one. And, by the way, mindfulness is different than self-awareness.

Self-awareness is judgmental. Like, I’m very controlling, I’m very self-aware of that, and so I judge that, right? I don’t want to be as controlling. Mindfulness is noticing what you’re thinking or doing in a moment without judgment, with no judgment. That’s the difference. And so, I’m self-aware that I’m controlling, but sometimes I’m not mindful that I’m doing it. it. Does that make sense? I just want to be clear.

Like, I hear a lot of people say, “Oh, I’m very self-aware.” It’s like, “Nah, you’re mixing them up.” And by the way, Tasha Eurich has done a lot of research on self-awareness, something like 85% of people say they’re self-aware, but her number from her research is 10 to 15% are actually self-aware. So just for the record, people think they are and they’re not.

But beyond that, I would say start with mindfulness so that you can notice that, “I’m going into a meeting with Bob, and I know he doesn’t like me, and knowing that I’m going to react to that.” Do you know what I’m saying? Like, I’m noticing I’m feeling anxious about going in the meeting because then I could use some tools to calm my nervous system around that, “It’s okay. Bob is not scary. Bob might not like what I say. I’m okay. Life is happening for me, not to me. Whatever’s happening, as long as I’m coming from a true heart, then it’s going to be okay. Everything is figure-out-able. Everything works out.”

Whatever your mantra is, I don’t care what it is, but have something there that helps to calm you, whatever that is. For me, it’s doing some deep breaths, getting my vagus nerve activated. I have to do that before I go to meetings with these guys. I’m usually in a room with a bunch of men, and there’s a lot of agitation, and I’m often called in because someone’s not doing the right thing so they’re feeling very defensive. So, it’s often a hot room to walk into.

And I’m not immune from people being upset so I have to take a moment, and be like, “I’m here for their greater good. I’m here for the company’s greater good. I’m here for my greater good to connect, to learn, to be better at what I do, to inspire, to motivate. Like, I’m here and I’m going to be fully present. That’s what I’m going to bring.”

Like that, when you go in with your, I call it your calibration with your energy intact, that’s the point of bringing other people towards you, instead of you calibrating to them. I hear that a lot. I’ll hear like, “Well, I was in a good mood, and then I got to work and my boss was miserable, so then I was miserable. He was making me miserable.”

I’m like, “Oh, no, no, no, no. First of all, why do we always assume the bad mood wins? Like, where’s that from? Why does the bad mood win? Why doesn’t your good, huge, amazing, inspired mood win? Because it can, but you have to decide about that. You have to go in with that intact.”

So, when I’m walking in that meeting, I’m intact, and sometimes I just say something right away. I’ll just lead the meeting maybe, and I encourage everyone who has to sit in a meeting to take a minute right before, and just ask everybody, like, “Can we all say what our intention is for this meeting?

And so sometimes that person who talks too much maybe can say, “Hey, well, my intention is to listen more. My supervisor’s been telling me I should listen more. So, all right, my intention is to listen more. My intention is that everyone feels heard and leaves this room feeling like they got seen or something.” Whatever it is, I don’t care.

But when you do that, it brings the energy into the room and it’s very present-focused as opposed to outside the room. Does that make sense? And just doing that will help you do this thing where you can talk to people honestly because you’re starting honest. You’re starting with everybody leaning in.

Pete Mockaitis
Understood. Well, Abby, we’re having a lot of fun, covering a lot of stuff. Tell me, anything else you really want to make sure to mention before we hear about your favorite things?

Abby Medcalf

I would say don’t waffle on your boundaries ever. Make sure that you say the same thing over and over. Like, if you say no to somebody, don’t justify, don’t explain. I’m sure people have heard no is a complete sentence. So, when you start to justify or explain, you get into trouble because people will start to have something to push back against, and you just say no.

And make that, if they ask again, say the exact same thing again, “Yeah, I can’t come to the meeting on Friday.” “Well, why not? What’s more important? What are you doing?” “Like I said, I can’t come on Friday.” “Well, what are you doing?” “Like I said, I can’t come on Friday.” Do you see that? Same, over and over and over, like a mantra. Don’t get into it, “I’m just letting you know I can’t come on Friday.” Don’t get mad. Don’t get upset. Don’t take it personally but use that as a thing over and over. So, that’s, I think, what I really want people to hear.

Pete Mockaitis

All right. Well, now, could you share with us a favorite book?

Abby Medcalf

Oh, well, I named my son Max after Maxwell Maltz, so Psycho-Cybernetics is the book that definitely changed my life.

Pete Mockaitis

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

Abby Medcalf

It’s the scheduling. I don’t have to-do lists, and I put everything in a schedule. Everything. Phone calls, everything I’m doing goes in a schedule, and that has changed my life and the lives of all the people I work with. And, by the way, this is especially good for people with ADHD. I do work with a large company here with their employees who have ADHD, and scheduling and not having to-do lists and not having stickies is the way to go.

Pete Mockaitis

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

Abby Medcalf

“Don’t sac in your relationships.” Don’t S-A-C. Don’t offer suggestions, give advice, or criticize. Instead, be curious and ask questions. So, try to get through a whole conversation without making a statement, and just asking questions to really deepen a conversation. It’s a game-changer.

Pete Mockaitis

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

Abby Medcalf

Just to my website AbbyMedcalf.com. Everything is there, and social, and all my things. Everything is there. And I’m sure you’ll link to it in the show notes, so that’s the place.

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

Abby Medcalf

Yeah, I really want you to have a morning practice where you put yourself, before you look at your phone, before you do anything else, before you touch a piece of electronics, that you have some, even if it’s two minutes, some practice where you start with yourself, where you come first, not what everybody else wants, but what you need. So, anything that fills that space.

15 minutes is my goal with all my clients, but I will take two minutes to start, where you just stop, you take a breath, you set intention, you start with that, and then maybe you move into meditations, or visualizations, or journaling, or whatever else, or prayer, I don’t care, but start with something that puts you first and keeps that momentum in a positive place right from the get-go.

Pete Mockaitis

All right, Abby, thank you. This is lovely. Thank you.

Abby Medcalf

Thanks for having me. It was great being here.

953: How to Transform Tension into Progress amid Tough Conversations with Todd Davis

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Todd Davis shows how to fix strained relationships and shift conversations from difficult to productive.

You’ll Learn:

  1. How to reduce the discomfort in difficult conversations
  2. The three steps to turn tension into progress
  3. How to recover from worst-case scenarios 

About Todd

Todd Davis is a senior consultant and thought leader at FranklinCovey, and has over 35 years of experience in human resources, talent development and executive recruiting. Todd has been with FranklinCovey for 28+ years and until recently, spent 18 of those years as Chief People Officer and Executive Vice President where he was responsible for the global talent development in over 40 offices reaching 160 countries. Additionally, he authored and co-authored best-selling books including Get Better: 15 Proven Practices to Build Effective Relationships at Work and Everyone Deserves A Great Manager. 

Resources Mentioned

Thank you, Sponsors!

  • Storyworth. Give the moms in your life something super special this Mother’s Day with $10 off at StoryWorth.com/awesome 

Todd Davis Interview Transcript

Pete Mockaitis

Todd, welcome back.

Todd Davis

Thank you, Pete. Great to see you again.

Pete Mockaitis

Well, I’m excited to talk about difficult conversations, and I’d love it, for starters, if you could maybe paint a picture for us about the landscape or the state of play, the world of difficult conversations and their avoidance. What’s the status of that today? I have a feeling that’s happening a lot. Can you tell us just how much a lot and what’s the impact or cost of that?

Todd Davis

Yeah, I think great question. I think difficult conversations have always been a part of work and life, but I think, to your point, now more than ever before, with just the unrest, certainly in the U.S. but around the world, our emotions, our reactivity is at an all-time high. And so, I think just the crucial nature of how we handle difficult conversations is more important than ever before now, because people, at least in my experience, have more of a shorter fuse, so to speak. And so, we got to approach these very carefully and methodically in my experience.

Pete Mockaitis

Well, Todd, how about we just don’t? Difficult conversations, by definition, are difficult. I think they may be unpleasant. Why not just skip them?

Todd Davis

You know what, I like your idea there, and I have done that, and in the short term, that’s very helpful. In the long term, it’s not. I wrote very quickly, several years ago, I had a situation at work with one of my team members, and just that, Pete, I thought, “Ah, this is going to just go poorly, and they’re going to feel upset, and I’m going to damage our relationship,” and I let this behavior go on and on and on until not only was this person looking bad, but I was starting to look bad because other people could see that I wasn’t taking charge here and trying to course-correct something.

And when I finally did talk to this person, they were upset and it was uncomfortable, like I thought it would be, but the thing that they were most upset about was how long I had waited to bring it up with them, and rightfully so. They said, “Gosh, if you realized this eight months ago, why would you let me look foolish for eight months?” I think those were this person’s exact words.

Pete Mockaitis

Well, Todd, now we’ve got to know, what was the behavior?

Todd Davis

Well, I want to be loyal to the absent. It was a team member. It was a personal habit this person had of being on their phone too much. And while they were getting most of their work done, there were other team members…and this was before the pandemic, we were all in the office seeing each other, and it was a less than mature behavior that this person was modeling, and it was really making them and our department look bad.

And they didn’t have a lot of extra time like others did to pitch in and help others with their work. So, that’s about as detailed as I’d like to go with respect to this person, but it was awkward at best. And when you’re talking to somebody about a personal behavior they have, naturally we can get very defensive with that. So that was the situation.

Pete Mockaitis

Yeah, I hear that. And what’s so funny, that notion of, “But why did you let me look foolish for so long?” really sticks. I can recall a time I was in the office, and I was completely unaware that, I don’t know what happened. I put a sweater on and my hair got really weird, and I had multiple meetings. I’m thinking maybe nine different people I interacted with over the course of several hours, until I went to the bathroom, and I looked, and it’s like, “My hair looks so ridiculous.” It’s like, “How long has this been going on? And how has nobody said anything to me?”

It’s not just like a hair out of place. It’s like, “Are you going for a mohawk look this morning in the consulting office, Pete?” But it’s so funny, I love that reframe, that, “Yes, it might seem uncomfortable, but you may also have something to lose by avoiding it, and the person is actually less pleased with you for having kept silent.”

Todd Davis

Pete, it is so true. We think about the reason we do avoid or put off having these difficult conversations is because we’re worried about, in general, most of the time, we’re worried about offending the other person. And so, we think we’re being considerate, we think, “Gosh, it’s consideration that is getting in the way because I don’t want to offend or hurt in any way.” And yet, to your point, and your example of your hair, the ultimate opposite of consideration is not sharing something with them.

Now, again, easy if we’re talking about hair looking out of place or somebody who’s obviously doing some behavior on work hours that aren’t beneficial. Harder when we see things a different way. A leader sees something, a different way of doing something than their colleague is doing or whatever, and it’s not as cut and dried as these examples. But, still, if the leader will begin the conversation, I don’t want to get ahead of ourselves here in the conversation, but if the leader will begin by making sure the person knows, “Hey, I just want to help. Please know my only intent is to help you be as wildly successful as you are, and I know you can be in your role.”

And if we can continue to make sure that the receiver of the conversation knows that’s our intent, it doesn’t make the awkwardness or the uncomfortableness go away, but it certainly helps us get to a point where we can start to really discuss and collaborate.

Pete Mockaitis

Okay. So, we’ve teed up a little bit of the why associated with folks can get upset, even more upset with you if you don’t tell them what’s up and they need to be told. What is ultimately the outcome, the consequence of professionals and teams consistently having the difficult conversations versus consistently avoiding them? What roads will this take us down?

Todd Davis

Well, I love that question because I have been on teams before and I have led teams before, and we have created a culture of feedback where it is the norm. And again, I don’t want to pretend that, “Oh, so I just love it when people tell me things that I’m doing wrong that I need to change.” I’m not saying you get to that point, but if feedback can become the norm for both all the team members and for the leader, the outcome is a high-performing team.

I mean, if we have this level of trust where I say, “Gosh, when Pete shares something with me and it’s different than I was seeing it, I know that he just wants us both to win. He wants this whole thing to get better.” And if we can create that spirit of trust on the team where we know that nobody’s out to get us, we’re not feeling defensive or wondering what some ulterior motive is, the outcome is that we have probably the highest performing team in the organization, and others look to us to say, “Gosh, how are they doing that?”

And it’s through creating this culture of feedback where difficult conversations, yes, they’re still difficult, but we assume good intent. We are open to what the other person has to say, and we learn from it, and we all grow together.

Pete Mockaitis

I like that so much. And what comes to mind right now, it’s so random, is Mr. Beast, the top YouTuber, and whenever he tells his origin story, he goes back to, like, four or five other YouTubers, and they just “roasted” each other’s videos day after day after day after day, continuously telling them all the ways their videos are poor and could be made better. And, go figure, you compound that and he is the best in the world at that. And so, in your team, you saw they could become the highest performing.

And yet, I’ve seen the data suggest that a good majority of folks are not comfortable with having such conversations. I think Harvard Business Review had a Harris Poll showing that 69% of managers are just uncomfortable communicating with employees, which is quite a statement. Like, that’s sort of your job is communicating with employees, your whole job you’re uncomfortable with. That didn’t even put uncomfortable, difficult conversations in the mix but just straight up communication. So, you’ve identified through your research the number one driver of this discomfort. Lay it on us, Todd.

Todd Davis

Well, it’s tension. There’s something at stake. I mean, you think about it, Pete, think about your last difficult conversation, whether it was with someone in your personal life or someone in your professional life. When you really think about it, there’s something at stake for both parties. If I’ve got a performance issue on my team, well, what’s at stake for me as the leader? Well, that we’re not getting the results we could be getting if they could improve their performance. What’s also at stake for me is the nature of the relationship moving forward. I want to make sure that I get this information across, but that I also do it in a way that is respectful so that we don’t have this awkwardness going forward.

What’s at stake for the person that’s going to be receiving this conversation, hopefully receiving this conversation, is their dignity, their respect. It’s embarrassing. We can use other words for it, but at the end of the day, it doesn’t matter how senior we are in our roles or how long we’ve been in the workforce, it’s embarrassing to get feedback. It’s awkward. And I think if people, I know, if these people that were cited in the Harvard Business Review, if they were thinking about, “Wait a minute, let me put myself in the place of this other person, that will help me structure this conversation, and, first and foremost, I got to remember that this is awkward and embarrassing. So, what can I do to reduce that defensiveness?”

And so, I coach with, and we coach in our work sessions, with an actual step-by-step, first of all, construct a purpose and an intent statement, “What is your purpose?” You want to declare that to the person? “Well, I want you to know, Pete, I need to share with you something that I believe will help you be better in the role that you’re in right now. Maybe it’s something that’s not even on your radar, but it’s going to be a little bit awkward. And please know that my only intent in sharing this with you is to help you be wildly successful in your role.”

“And I also, while I don’t ever know how anybody else feels, I know when I’ve been on the receiving end of feedback, it stings a little bit. So, I’m very mindful of that. But again, I want to reiterate my intent is to help you and the team be wildly successful. So, are you okay if I move forward and share with you what I need to share?”

Now, I don’t pretend that that removes all of the awkwardness. But, boy, is it a logical and a helpful way for me to say, “Okay, I can have this conversation. I now know how to begin the conversation and get into it.” So, that’s what we coach in the work sessions. You start from this place of courage and consideration.

Courage, recognizing “What do I need out of the conversation?” Consideration, “What do I need to make sure the other person needs?” And while we completely, or we immediately jump to, “Well, they need to know what they’re doing wrong,” but before that, they need to feel respected. They need to feel whole. They need to feel valued.

Pete Mockaitis

That’s great. So, fundamentally, we got some steps there as to handling things. And then what makes it tricky is there’s tension, there’s stakes in terms of for you, for them, for the organization, the team, and then that that fear of eliciting a negative emotion you’ve identified in your course materials as like the number one driver, kind of that visceral emotional level of folks avoiding stuff.

So, I’d love to hear, maybe before we even get into the how of the conversation, can you tell us how do we feel okay enough to pursue it, find the courage?

Todd Davis

Well, you talked up front about this mindset that’s so easy to get into of “Gosh, I’m just not going to have it. Maybe it’ll go away. Maybe it’ll get better on its own.” While, again, that can feel better for the short term, it’s not what we call an effective mindset. Anybody who’s worked with Franklin Covey knows that we always, always, always start with a person’s mindset. So, a very common mindset is, “Hey, this conversation is going to hurt, so no matter what, I just got to get through it. I just got to minimize the pain.” And that’s natural. I’ve had that mindset before.

But a more effective mindset, if we can start there, and we can realize as leaders or whoever is initiating the conversation, sometimes it’s the opposite. Sometimes it’s the employee who needs to initiate the conversation with their leader. Regardless of who’s initiating it, if they can get their mind around the fact that, “Wait a minute, I can reduce the pain and I can actually make progress when I’m focused on balancing both my needs and theirs.”

So, we get in the right mindset and that’s all around this balancing of courage and consideration, then we can begin the conversation with what I already shared, is first of all, stating what the purpose is, making sure that the person understands your intent, and then diving into the topic.

Pete Mockaitis

All right. Courage and consideration, that’s fantastic. And I think sometimes we might find ourselves deficient on one or both of those. It’s like, “I’m feeling scared and timid, so I’m lacking courage,” or, “I’m mad. I am mad at this person for screwing this up repeatedly,” or whatever the context, like, you are mad about the thing. So, you may feel a little short on consideration of their feelings and perspective and context in the moment. Can you help us, how do we give ourselves a bit of a jolt or a boost on these dimensions if we’re feeling short?

Todd Davis

Well, if we’re talking about a leader right now that’s going to be initiating the conversation and who’s mad because of the person’s performance, I would suggest, and again, says easy, does hard, but I suggest we step back and say, “What is my role as a leader? My role as a leader is to get results with and through others. My role as a leader is to develop others. So, yeah, it may feel good for me to just go tell this person off and vent and tell them how angry I am. But am I really then developing and helping them get better results in the future?”

We define effectiveness as getting results in a way that allows us to get even better results over and over again in the future. So, I might get the results of making this person feel bad and apologizing and knowing how upset I am with their behavior, and that’ll make me feel good in the short term, but again what have I done for the long term? So, we want to approach these conversations, unless we’ve got the wrong person. Clearly, there are some times when you’ve absolutely got the wrong person in the role. And then, of course, that’s a different conversation as you’re going to help them get to a place where they can contribute in a better way.

But 90% of the time, we’ve got the right person or someone who can become the right person, but we’ve got to slow down, we’ve got to have that balance of courage and consideration, address what needs to be addressed, but in a way that they can hear it, in a respectful way. I think all of us, I know, all of us know what our tendency is. I don’t know you well enough to know what yours is, but I know what mine is. Mine is to err more on the side of consideration than courage so I’ve got to be mindful of that when I go into the conversations, “Okay, Todd, you have a tendency to sometimes sugarcoat or talk around an issue, hoping the message will get through so you don’t offend the person.”

And what I’ve learned through that is that sometimes it works, but more often than not, the message doesn’t get through. So, I remind myself of that before I go into the conversation, to say, “Todd, don’t lose that consideration, but you got to be a little more direct with respect for that person.” There are many people who are the opposite.

Pete, you seem like a pretty mean guy, so I bet you go in and say, “I’m just going to tell them like it is,” and it’s good to be direct, but also, “Can I tell it to them? Can I initiate the conversation in a way that they can lower their defense and feel hurt? So, maybe I need to increase my consideration.” So, the self-awareness of one when you’re beginning a conversation like that, this is so important.

Pete Mockaitis

Alrighty. How about you give us a demonstration? We’ve got some steps.

All right, Todd, let’s hear the situation. Give us a demonstration of these steps. Let’s say the situation is we are peers, you are leading a project, and you sort of need my cooperation to do stuff, and yet I am not giving you much of it, in terms of, I kind of show up to some of your meetings, I do most of what I say I’ll do most of the time, but sometimes it’s kind of late, and you would like for me to kick it into gear and be a dream collaborator, but you’re not my boss, you are a peer. How do you work it?

Todd Davis

Okay. Thanks for that softball. So, I would, first of all, determine the right time to talk with you, and so we’ll kind of fast forward here, we don’t have all day, but I would probably take you to lunch, see if we can go to lunch together, if you show up. And so, we go to lunch, and I would begin with some nice icebreakers, so then I would just say, “Hey, Pete, I wonder if it would be okay. I have some concerns about how the project is going, and I know we’re all equals in this, we’re all collaborating, but as the project leader I have some concerns I want to share with you. We go back a-long ways. We’ve worked together on different things for a long time. I have a lot of respect for you and your talents, but I also have some concerns about how the project is going that I really need your help with. Would you be okay if I share those with you?”

Pete Mockaitis

“All right, sure. Lay them on me.”

Todd Davis

“Okay. Well, I appreciate that. So, we’ve got this deadline looming in two months, and several of the people on the team look to you. You have a lot of influence with them. And it’s been my experience, and again, I may be wrong. I don’t think I am. But it’s been my experience that you’re not fully bought in on this project, and it’s showing up in ways that are really damaging to the team, and I don’t think that’s your intention. But, for instance, the other day when you didn’t even come to the meeting for the XYZ step of the project, it kind of showed your, at least in my opinion, showed your disinterest. I hope this is okay that I’m sharing this with you.”

“I care about you. I care about our relationship. I’ve worried about this for a while, and I haven’t quite known how to bring it up because I don’t want to damage our relationship. We’ve been good friends, and I’d like it to stay that way, but I also need to feel comfortable sharing these things with you. So, I’m wondering, I’d like to understand what your level of interest is on this project first. And if I’m misinterpreting your behaviors, I want to be certainly fair and respectful that way. But could you tell me a little bit about your passion or lack thereof for this project?”

Now, that would be how I’d begin the conversation, Pete. It would be a long conversation, but I would want to say those kinds of things so that Pete knows I’m not trying to pull rank on him because I don’t have rank, but, really, my interests are in having the project succeed in time and our relationship.

Pete Mockaitis

Yeah. Understood. Thank you. And so, I’ll just sort of step into the role and be like, “Well, yeah, Todd, I mean, sure. We’re going to be friends, and I guess you’re in a spot here. Yeah, that’s not fun to hear. I do like to crush it in everything I do. But, yeah, it’s true. Like, I don’t, I mean, I care about you. I don’t care much about your project. No offense. I don’t think it’s going to make much of an impact to the organization long term.”

“And, again, I could be wrong. I mean, I don’t know. That’s really not my area of expertise, and it’s also not really in my quarterly or annual goals, this stuff. So, it’s accurate. Like, I’m not that passionate about what you’re cooking up. I’m trying to be like enough of a team player to not just be totally rude but, push comes to shove, it’s like the things that I’m getting evaluated on, and my bonus is contingent on, really do have my heart and priority. And I’m kind of done working to midnight as a lifestyle, which, I mean, I could. It’s fair. I could stay up later and do your stuff, and I choose not to. That is accurate. So, yes, it’s kind of a tough spot.”

Todd Davis

“Okay. Well, first of all, thank you. Thank you for being open and honest with me. I appreciate the transparency. While, of course, I wanted to hear, ‘Oh, no, I’m going to just jump in and I love this kind of stuff,’ I would rather deal with honesty like you just shared. So, I want to be clear, what I heard you say is that, on projects you love and that you’re fully engaged in, you love the recognition and just crushing it and knocking it out of the park, and you’ll stay up till all hours of the night doing that.”

“But on projects that you’re not fully bought into, like this one, and that you don’t, and it’s okay, we all have our right to our opinions, that you don’t believe is going to make a difference, you’re kind of pitching in to help when you can, but you’re really not that excited about it, and want to spend your time more focused on those things that are going to matter to your next promotion, your grade, and things that you believe are really going to make a difference. Have I understood correctly?”

Pete Mockaitis

“Yeah, for the most part. I would say that I don’t care to stay up late anymore for work in general at this phase of my life with three young kids, unlike my earlier days, even if I am into a project. But, yeah, more or less, that’s the situation.”

Todd Davis

“Okay. Well, again, I appreciate your honesty with that. Is there anything? Because while we have different views of the impact this project will have, the deadline is the deadline. I’ve committed that we will have this done by that deadline. Is there anything that I could do differently to inspire or motivate you to bring yourself, not work until midnight, but during the hours of operation and working on this project? Is there anything I could do differently that would be more motivating for you to dedicate more time to this? And if there’s not, I respect that, and we can look at some additional resources, but if there is, I’m open to looking at things differently if there’s something I could do to inspire you to be more excited about this.”

Pete Mockaitis

“Oh, thank you. Well, I mean, motivation, I don’t know, I could tell you that I get most jazzed about sort of the creative aspects of things and the actionable aspects of things. And I am less into hearing meeting status updates, some person did that, some person did that. So, I think maybe, I don’t know, it might be hard to get much more motivation from me.”

“But I think you could probably get more of what you need from me if you could just like have a super tight scope in terms of, ‘Pete, this is exactly what is critical for you and you alone.’ That is kind of motivating. It’s like, ‘Okay, I’m the guy who can handle this, other people cannot,’ so I’ll do it. As opposed to, ‘Okay, you kind of need input from everybody on a thing to seem like it was inclusive. And I guess those don’t, I find as compelling. Like, the survey seems sort of long and not targeted. So, yeah, I guess that’s what I’m thinking there.”

Todd Davis

“Okay. This is super helpful as well, Pete, because at the end of the day, what I need is your creativity and your expertise, and I realize, as I’m listening to you, I do tend to be a consensus leader. I want everybody to feel like they have input. And what I hear you saying is that that’s fine, but you don’t feel you need to be in those meetings or those updates. That’s taking time away from some of the other projects you’re on, and from some of the specific creative things you could do on this team.”

“So, what I’d like to do is think about how I might restructure this a little bit, use you in those targeted areas, maybe have Jamie come in and she can, in working with you, she would have enough of a sense of where you are on the specific things I give you that she can attend to the status updates meetings because it is important that we meet weekly and know where we’re going. But what you’re saying is that’s not the most exciting use of your time and the best use of your time. So, I’m going to use Jamie for that, allow you to be, and I’ll be very direct and clear on setting expectations of what we’ve got to have you do each time so that we’re moving the project along.”

“But that your time, maybe once a month, I’d ask you to come in and give us an overall update, but not on a weekly basis like we’ve been doing. Would you be open to us trying that for the next couple of weeks and seeing how that works for you and for me, and then we’ll be both very honest about how it’s going?”

Pete Mockaitis

“Oh, sure, yeah, that does work. And, thank you, I appreciate you, you know, considering my preferences, and I think that will work. We’ll see how it goes. We’ll give it a shot.” Okay, Todd, that’s really cool.

And so, what I’m observing here is that you brought a good amount of humility in terms of you’re just trying to figure out how to make this work for everybody, and you’re not like, “Listen, Pete,” even if you were my direct manager or the CEO, it sounds like you probably wouldn’t be like, “Listen, I’m going to lay down the law. You gotta step up and, like, ABC, that’s what’s up.” Mic drop. But rather, it’s very collaborative and humble. It’s like, “Hey, I’m trying to make this work for everybody. I’m observing this. How might we find something?” And so, I like that a lot.

Todd Davis

You’re exactly right. And because, and you made it, and it is difficult, you made the point a couple times, we are peers. I have no formal authority over you. If I had, if I did, if you reported to me, if I were the one responsible for your next promotion, your next increase, while I would hope the humility and the empathy would be there, the conversation would say, “You know what, Pete, I appreciate this isn’t exciting for you, but I’ve made the determination that we’ve got to have these weekly updates, and I’m okay with maybe using Jamie to come in and give those a couple times, but at the end of the day, I’m really concerned about your reputation.”

“You are genius on your creative side, but if you’re inflexible on how you work with people, that’s not going to work for you. So, please know, I’m not sharing this with you to be critical. I’m sharing this with you because I would hate to see someone with your talent and your genius get passed over for really cool projects because you’re somewhat inflexible. And sometimes we have to work on things that we’re not as excited about but that gives us the ticket to then be chosen for other things that we are excited about.”

“So, I hope that you know my intent is to, again, reiterate, I just want you to be the number one pick for everybody on these projects. But if you’re going to be inflexible on this, that’s going to hinder your growth and progress in the company.” That would be the conversation I would have if I had the formal authority. But with your peers, it’s got to be like I did before, in my experience.

Pete Mockaitis

No, that is handy. And it does, I feel the difference, and it seems appropriate in terms of, it’s like you’re not saying it, but it’s clear, it’s like, “I am the person who judges your goodness as an employee.”

So that is, because in a way, I think it’s possible for folks to forget that. Like, if you’re too considerate and sugar-coated all the time, we can sort of forget that fundamental truth about the reality of your career progression. Now, it’d be pretty ugly to, like, stomp, like, “You know who I am, and I own you,” and, like, whatever.

Todd Davis

Never do that, yeah.

Pete Mockaitis

But when you speak in the way you speak, it just sort of brings to mind, “Oh, yeah, the context we’re in is that…” Like, it was a little judgy, like when you said I was inflexible, but at the same time, you are the one who judges. And by judging in front of me, I am reminded that you are the one who judges.

Todd Davis

Well, it’s a good point. And, again, I would never use, hopefully would never use that language, and even maybe saying inflexible, I would soften that a little bit because that makes people feel defensive. But I would say, “You know, it might appear to some that you’re inflexible. I know you. I know how talented you are, but I also want you to know that, in addition to being creative, flexibility is a number one strength that really successful people have.”

And when I have someone and some people think this is generational. I don’t, I haven’t experienced that. People of all generations might say, “Well, that’s your opinion.” And I will say, “You’re exactly right. And part of my role as a leader is to form an opinion. And so, I gather as much information as I can, and I want to hear your input as well, but at the end of the day, I have to make a judgment call. So, you’re right it is my opinion and that’s what I’m paid to do.” And that helps. And, again, always in a respectful way but I’m pretty successful. You can be pretty successful at getting the message across in a good way if you use that kind of language.

Pete Mockaitis

Well, this also reminds me. One time I was an intern, and I was receiving some feedback and the context was actually unclear to me, and I said, “Wait a minute, am I supposed to be dazzling you? I thought the manager was making the decision.” It’s like, “Well, yeah, but I am the primary input to the manager’s decision, and I would like to be dazzled.” It’s like, “Oh, I’m sorry. Okay, I kind of thought of us as just like pals, like, ‘Hey, what’s up?’” I was an intern, I was just learning what’s up in career stuff, but that was very useful to kind of recontextualize our relationship.

Todd Davis

You bring up really good point because going back to, for your listeners, recognizing, “Do I heavily weigh more on the consideration side? Or, am I more on the courage side?” Recognize that because, if you’re like me and you tend to weigh more on the consideration side, you can fall into that trap and you can say, “Gosh, I had this conversation, but she or he left thinking we’re just pals and we’re here to work together and I get to have as much say as they do.” And so, you got to be careful of that.

When we were doing that, I really appreciate the roleplay you set up. That was really helpful, and there are three tools that I used in there that we teach in the “Navigating Difficult Conversations” course that I just want to call out. They were pretty subtle, but I’ve used them for so long that they come quite natural to me, and they can come quite natural to others if you use them, and that is to pause, observe, and ask.

And what I coach people on, and what I remember myself is, “Pause. Don’t panic when we’re talking,” because you can see some new leader or maybe some seasoned leader, when you say, “Well, no, I just don’t like doing that,” and they go, “Oh, my gosh, what do I say now?” Just pause, don’t panic. Observe, don’t judge. Even if I’ve worked with Pete for a long time, I go, “Oh, yeah, this is the routine he goes into.”

Well, everybody’s different in different seasons of their life, so observe, don’t judge, and then ask, don’t assume. And I tried to really emphasize that, and ask you, “So, what I hear you saying is this, and what I hear you saying is that.” And you were great because you said, “Well, mostly it’s just this.” And so, if I had assumed that I might have missed a couple of things that you shared with me when I was asking those questions. So, pause, observe, and ask.

Pete Mockaitis

Well, now, I’d love it, Todd, let’s say things go as horribly wrong as we fear, I’d love your take on what then. So, let’s say instead, I say, “Todd, that’s ridiculous. I’m working my keister off on your project and all these other projects, by the way, which are on my evaluation, critical path for reviews and such, and yours is not, incidentally. And I think it’s pretty flippin’ rich for you to make these heinous accusations when I feel like I am going above and beyond for this team again and again. And what about Mark? That guy is a real slacker. I think you should probably be taking him to lunch.”

Todd Davis

Yeah, and we’re peers, right?

Pete Mockaitis

Yep.

Todd Davis

This is still we’re peers. Yeah, that would be fun. I would make sure that you get the tab. But I would, yeah, in that situation, I would say, “Gosh, Pete, clearly, I have hit a sensitive chord here, and I apologize for that. That wasn’t my intent. My only intent was to see if we could make this work because I need your talent on this team. What you’ve shared with me here is that probably is not going to happen. I’m going to get what I’m getting, and nothing else.”

“And if that’s the case, I respect that. I don’t have, nor would I take the authority to say you have to do this, but I don’t have that. So, unfortunately, I’m going to have to get somebody else to fill that role and free you up to do what you want to do. And I’m going to have to go back to Joe, my boss, and let him know I’ve got to delay the timing on this.”

“Because if you’re unwilling, which I heard you loud and clear, and while I disagree, I respect that, I’m going to have to get somebody else to fill this role. They won’t be as good as Pete because I’ve worked with you before and your genius, but I got to have this level of dedication. So, thanks for being open with me and honest with me so I know what my next steps are.” That’s how I would end the conversation.

Pete Mockaitis

Understood. And I like that because it’s respectful and not just screaming right back at me. And then I might very well say, “Todd, I’m sorry. I’ve got way too many things cooking right now, and you didn’t deserve that. So, yeah, I mean, if you could find someone else, that would really be a relief, if that’s workable.”

Todd Davis

And, Pete, if I could interrupt, that might be a way. And again, we’re talking hypothetic here, but if Pete truly is this genius, creative genius, that might be a way for him, for me to work with his…and I’m not trying to be manipulative, but for me to recognize his ego, and say, “Oh, they’re going to get somebody else here and I know I can do a better job in this.”

There might be a way for us to continue the conversation after this to say, “Well, wait a minute. I don’t want you to have to change your deadline. I don’t want you to have to go to Joe and change the project deadline.” It might be a way to continue the conversation. It may not be. It may be just what you’re saying, “Thanks. Yeah, get somebody else. My heart is not in this.” But it might be a way to continue the conversation after a blow-up. I can think of several situations where that positively has happened.

Pete Mockaitis

And I find that encouraging, Todd. You’ve lived through several blow-ups, and it sounds like you’re suggesting that’s not terminal. When the absolute worst-case scenario happens, it’s actually not a horrific scorched earth, nightmare escape. Is that accurate?

Todd Davis

That is accurate. I’m thinking of one right now. We had a director, I won’t say what department, and this person went through, I’m not kidding you, six executive assistants, because they were so difficult to work with. Six. And in my chief people officer role, I was overall of the recruiting and that, and finally the recruiters came to me, and said, “We can’t find anybody that’s going to please so and so. It’s just not going to work.”

And so, I went and talked to this person, and I was respectful, and I said, “I know you’re frustrated with the talent that our team, the recruiting team has been finding, but I need to be really honest with you about what I’ve observed.” And granted, it’s my opinion, I did not have authority over this person, but I was the chief people officer, and I said, “What I’ve observed, and I don’t know how to say this in a way that’s not going to be offensive, my intent is not to be offensive, you are very difficult to work with, and every one of these people who have left have said that in the reviews, and they’ve talked about the micromanagement and the demeaning nature. And I know you and I know that’s not your intent, but I’m telling you six people now have felt that, and I don’t see this ever getting any better unless we can address that.”

And this person blew up, like I knew anybody would, who felt personally attacked. And I just listened and, two days later, I went back after them, and I said, “Hey, wanted to check in with you, see how you’re doing. I wanted to reiterate my only intent in sharing with you what I did was to see if we could get to a place where we could get you some help, and I didn’t see that ever happening unless we could address what I’ve observed is the elephant in the room. And would you be at a point now where we could maybe talk to this?”

And we did, and we started talking through it, and this person actually asked me for some of the micromanaging behavior, because they couldn’t see it. And so, anyway, long story, but we got to a good point.

Pete Mockaitis

That is great to hear because even when it’s the absolute worst-case scenario, it is salvageable, and good things come from it, and maybe even better things. Like, your relationship with this collaborator, this peer, is probably even stronger now for having lived through that, because no one else found the courage to say what needed to be said to him.

Todd Davis

Well, the people that quit after one week did, but they didn’t count.

Pete Mockaitis

But no other peers in the organization had observed?

Todd Davis

That’s correct.

Pete Mockaitis

Okay. Fantastic stuff, Todd. Can you share anything else you want to make sure to put out there before we hear about some of your favorite things?

Todd Davis

I think, as we’ve been talking, Pete, if I could only use one word, and this would be ridiculous, but in coaching people, it would be empathy. If we can, in any situation, not just in difficult conversations, but in any situation, if we could do a better job as a world, and I don’t want to wax too philosophical here, but if we could do as much as we could to put ourselves in the place of others, not agreeing or disagreeing with them. I don’t mean that. Empathy is not that.

But seeing things from their point of view, we could have these conversations that are more productive. If we could, you know. Dr. Stephen Covey, best-selling author of The 7 Habits and a man I had the esteemed privilege of working directly with for many years before his passing, he would often say, “The deepest need of the human heart is to feel understood.” And when I first heard that, I didn’t disagree, but I thought, “Really, is that…?”

And then just, in my years of experience, that has proven itself over and over again. So, if we can just slow down a little bit and take the time to understand, even that person who has so many crazy ideas, you’re thinking, “Oh, my gosh, how do they think this?” If we could slow down and understand them, try to understand them, we can have a more productive conversation.

Pete Mockaitis

All right. And now could you share a favorite quote, something you find inspiring?

Todd Davis

I love this one, “Leadership is communicating to people their worth and their potential so clearly that they come to see it in themselves.” I love that quote. I try to live by that quote.

Pete Mockaitis

And a favorite study or experiment or bit of research?

Todd Davis

It’s Seth Godin’s Linchpin. He has many best-selling books, and for those of you who don’t know Seth Godin, he’s a world-renowned marketer and just brilliant all around. Great man. I’ve had the pleasure of meeting with him personally. And he’s written several books, but he wrote a book called Linchpin talking about, “Are you the linchpin in your organization?”

It’s not about ego. It’s not about hoarding all the information so they can never get rid of me. It’s about, “Are you the connector? Are you the one that makes things happen? Are you the one that knows how to pull the right people together?” and just the value in that. So, I’ve done a lot of, I wouldn’t say study, but work on that and coaching on that, helping people to become the linchpins of their organization.

Pete Mockaitis

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

Todd Davis

Gosh, a favorite tool. I’m standing there right now. Long before the pandemic, our offices, back when we were in offices, went to, or you had the option of getting a standup desk. And I think I had convinced myself that, at a standup desk, I would be losing weight, which isn’t true, but my back feels better, my posture is better.

And so, I’ve had a stand-up desk for four years now. I had one in the office. I bought one at home during the pandemic, and I just continued to use it. And I think and feel so much better when I’m standing.

Pete Mockaitis

All right. And a favorite habit?

Todd Davis

Favorite habit. Well, I was going to say runner, I’ve been a jogger, and about 20 years ago I started running marathons. I haven’t won any of them so I’m not bragging, but I have run 17 marathons. And I’m realizing I’ve been lucky that my knees, like many people, they haven’t suffered from that, but I want to be mindful of that. So, I started about four months ago, I read this article on fast walks on inclines, and so I have a treadmill and I have it at a steep incline. And every morning, I get up and I walked three miles at a pretty fast pace.

And it started to get old, so I started to watch a series that I had heard about for many years. People are going to laugh because I’m way behind the times, but this series called “Suits,” and that’s my motivation to get up in the morning and watch another 45 minutes of “Suits” every morning. In fact, it was a great episode this morning. So, it’s a recent habit I’ve been into for the last four months, and it’s a great way to start my day.

Pete Mockaitis

You’ll have to find a new series when you’ve exhausted the episodes.

Todd Davis

You’re exactly right.

Pete Mockaitis

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

Todd Davis

Yes, actually. You had mentioned one of the books I was fortunate enough to write, Get Better: 15 Proven Practices to Build Effective Relationships at Work. I was driving somewhere and I was following a motorhome that was towing a boat, that was towing some ATVs, and there was a big bumper sticker on the back of this big train, and it said, “The man,” or, “He who dies with the most toys wins.”

And I looked at that and laughed, I thought, “Gosh, I’d want every one of those things. Those look like fun.” And I thought to myself, “You know what? I think he or she who dies with the most effective relationships wins.” At the end of the day, for me, and I think for all of us, it’s all about our relationships and about how we interact with one another, and having those meaningful relationships. So, the person who dies with the most effective relationships wins, in my book.

Pete Mockaitis

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

Todd Davis

FranklinCovey.com. www.franklincovey.com.

Pete Mockaitis

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

Todd Davis

Don’t settle. Don’t wait. Time is short. We’re reminded every day, I think, of how fast things can change, here in the U.S., the bridge that just collapsed, and how things can just change in an instant. So, do it today. Start today. Whatever your passion has you going after, don’t waste time. Do it today.

Pete Mockaitis

All right. Todd, this has been much fun. I wish you much luck at all of your difficult conversations.

Todd Davis

Thank you too, Pete.

938: William Ury on How to Thrive in Conflict

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Renowned negotiation expert William Ury draws from his extensive experience of working in the world’s toughest conflicts to help transform conflict into opportunity.

You’ll Learn:

  1. Why we need more conflict, not less
  2. The true enemy to confront
  3. How writing the other side’s victory speech can help you win

About William

William Ury is one of the world’s best-known experts on negotiation, and co-author of Getting to Yes, the world’s all-time bestselling book on negotiation with more than 15 million copies sold. A co-founder of Harvard’s Program on Negotiation, Ury has devoted his life to helping people, organizations, and nations transform conflicts around the world, having served as a negotiator in many of the toughest disputes of our times, taught negotiation to tens of thousands, and consulted for the White House, the State Department, the Pentagon, and dozens of Fortune 500 companies. He has served as a negotiation adviser and mediator in conflicts ranging from Kentucky wildcat coal mine strikes to family feuds, from US partisan battles to wars in the Middle East, Colombia, Korea, and Ukraine. 

Ury is an internationally sought-after speaker and has two popular TEDx talks with millions of viewers. He lives in Colorado where he loves to hike in the mountains.

Resources Mentioned

William Ury Interview Transcript

Pete Mockaitis
Bill, welcome.

William Ury
Well, it’s a real pleasure to speak with you, Pete.

Pete Mockaitis
I’d love to kick us off, if you could, with a super-riveting tale about a high-stakes negotiation you participated in, and how a key breakthrough emerged.

William Ury
Okay. Picture it, it’s about 20 years ago, I’m face-to-face with the president of Venezuela, he’s furious at me and yelling, getting very close to my face, and yelling at me. I’m in front of his entire cabinet. It’s past midnight. I’m surprised. I’m thinking, “Oh, a years’ worth of work down the drain.” I’m feeling embarrassed and I’m about to react and defend myself, he’s saying, “You know, you’re a fool, you third-siders, you mediators, you don’t know what you’re doing. You don’t see the traitors on the other side,” because I had said, “I thought there was some progress,” and he really got ticked off at that. And I was thinking of how to defend myself.

And then I caught myself for a moment, and I went to, what I call, the proverbial balcony, which is that place of calm and perspective, just for a tiny second, bit my tongue, and I asked myself, “Is it really going to advance things here if I get into an argument with the president of Venezuela? What am I here for? I’m here to calm things down.” So, I bit my tongue and I listened, and he proceeded to shout, and rant, and rave right close to my face for about half an hour, but since I wasn’t feeding him anything, slowly his energy began to wind down. And then I watched his shoulders sink, and he said to me in a very weary tone of voice, “So, Ury, what should I do?”

That, my friends, is the moment that a mind begins to open up. That’s the very faint sound of it. So, I said, “You know, Mr. President, it’s almost December. Plans for Christmas have been canceled. Why don’t you give everyone a break?” what’s in Spanish called a tregua, a truce, “Just give it a break for this conflict,” because there were a million people on the streets calling for his resignation, a million of his supporters calling for him, there is fear of even civil war. It was a really tense situation in the country. And he looked to me for a moment, he said, “That’s a good idea. I’m going to propose that in my next speech.” His mood had entirely shifted.

And what I realized then in that moment was that maybe the single greatest opportunity we have in negotiation, the greatest power that we have is the power, not to react but, instead, to take a step back, go to the balcony as if the negotiation is unfolding on the stage in front of us, remember what we really want, and listen. And that’s the key, to me, to unlocking a lot of the difficult conflicts that we face, whether it’s in our personal lives, or at work, or in the larger society.

Pete Mockaitis
Oh, Bill, I love that. And so, your genius move there was to say nothing.

William Ury
Exactly, to say nothing. Exactly. And maybe the easiest thing to do. It’s hard in that moment but it’s not like you have to come up with something clever. It’s to say nothing, and then, if anything, listen to yourself. Watch your own emotions. Watch yourself. Listen to yourself. How can we possibly listen to others if we haven’t really listened to ourselves? Tune in for a moment, and say, “Wow, I’m agitated. I’m feeling embarrassed. I’m angry. I’m pissed off.” Whatever it is, as soon as you start to listen to yourself from that little bit of a distance, your nervous system starts to calm down, and you can bring your best to the situation instead of your worst.

Pete Mockaitis
Well, I like the balcony a lot as a visual because, and maybe this is deliberately why you chose it, I have the experience, when I am overlooking a large expanse, and, in particular, actually, a lot of empty seats. I don’t know, maybe it’s like all those moments before the keynote, before everyone arrives. There is a sense of calm and power that comes from being in that visual kind of a space. And I don’t think that’s just me. That might be humanity itself. What’s that about?

William Ury
I think so. Actually, right now, I’m in a place, a little getaway in the mountains, and I can see about a hundred miles from here. And what it does in the brain, is that spaciousness, you’re looking over seats, is it gives you perspective. It’s what psychologists call perspective-taking. You could see the larger picture because, so often, in these conflicts, in these negotiations, daily, or small, or large, the biggest casualty is we lose our perspective.

And so, the ability to step back for a moment and see that larger perspective, and you may be in a closed office or something like that, but look out the window, or close your eyes for a second, and remember a beautiful scene that you’ve been in, and all of that will help your brain just recalibrate and tap into your inner potential to deal with that situation, that difficult situation, as hard as it is, with your maximum potential.

Pete Mockaitis
That’s beautiful. Well, zooming out a little bit, I guess getting some perspective from the balcony, your book is called Possible, and you say that you’re neither an optimist nor a pessimist, but rather a possibilist. Can you tell us what that means? And I’d love to hear the inspiring basis upon which you found your hope.

William Ury
Well, Pete, so, yeah, after all these years, I’ve spent about a 40, 45 years wandering the world in some of the toughest conflicts here in this country and around the world, from labors strikes and coal mines, to board room battles, to political disputes, to civil wars, Middle East, Columbia, Ukraine, North Korea, and people ask me, “So, you’ve seen some of the worst of humanity, how do you feel?” And I used to say I’m an optimist, and I’m an optimist, but now I like to calibrate a little more, and I say, “Actually, I’m a possibilist. I believe in human beings. I believe in our potential to transform conflicts, to change those situations.”

And the reason I believe it is I’ve seen it with my own eyes. I’ve seen it in small situations, I’ve seen it in large situations, and I saw it in South Africa back in the ‘90s when blacks and whites were in a war, a race war, I saw it in Northern Ireland where there was a sectarian war. I’ve even seen it in the Middle East. I’ve seen it here in this country, and it’s that spirit of possibilism, of being able to see opportunities where others only see obstacles, that I think is key.

And it’s that spirit of possibilism, I think, that we need more and more in our daily lives, in our work lives, in our personal lives because the world outside seems to be, like, going a little crazy, and we need that mindset, which is, it’s not Pollyannish, it’s not like, “Okay, the world is all rosy,” but we look at the negative possibilities, but then we look for where those positive possibilities, we bring our curiosity, our creativity, and our collaborative potential to bear on the situation.

Pete Mockaitis
That’s beautiful. And in your book, you mentioned you’ve been in a number of situations where most people said, “Yeah, this is going to end pretty poorly,” and yet there were surprisingly positive developments in how things unfolded with regard to potential global calamities.

William Ury
That’s right. I’ve learned so much from just watching how people do these things. Going back to, again, like to South Africa, like a guy like Nelson Mandela. Here he was in prison for 27 years, and what’s the first thing he does in prison is he studies the language of his enemies. He learns their history, he puts himself in their shoes, he learns how they think, how they feel, what their traumas are, and that enables him, actually, when he comes out of prison, to be able to persuade them to lay down their weapons and agree to a democratic situation.

And it’s those kinds of things I’ve seen over time that I think that’s what we’re going to need in today’s…We live in an age of conflict. Everywhere around us, conflicts seem to be increasing, polarizing us, even poisoning our relationships, and paralyzing us, and we need the spirit of possibility, of meeting animosity with curiosity.

Pete Mockaitis
Well, you can tweet that, Bill. That’s nice. And within that, I’m curious, you’ve been doing this for a long, long time. Tell us, what are some of the most recent, surprising, and fascinating discoveries you’ve made about this human communication conflict thing that you’re capturing in your book Possible?

William Ury
Well, one thing is, for a long time, I’ve noticed the importance of going to the balcony, and I noticed the importance of building a bridge, but, in today’s times, often we need more of that. And the thing that’s kind of the hidden resource that’s all around us that we don’t see is what I’ve come to call the third side. Because in every conflict, we tend to reduce it to me versus you, or us versus them, there’s always two sides. And what we don’t see is that there’s always actually a third side, which is the surrounding community, it’s the whole, and that’s a huge resource to us.

If we’re stuck in a conflict, it’s really hard sometimes to go to the balcony, it’s hard to build bridges with some people, or in some organizations, or in some situations, but we can get help from the people around us. It may be our friends, it may be our neighbors, it may be our colleagues, it may be our allies, and it’s not just people to be on our side. That, too, is important, but people who can take the side of the larger whole. Let’s look at it from that larger perspective, who can help us, who can sit us down with the other side, who can listen to us. It’s engaging, building that, I call it a winning coalition for agreement. Building a coalition where we’re not alone in the situation.

And that, to me, is one of the great hopes for humanity, and for us individually in any of our situations, is to look beyond the two sides that we’re always being asked to take one side or the other. But where is that third side?

Pete Mockaitis
I love that notion, the third side, the winning coalition, and we’ve started to introduce some of these concepts, the balcony and the bridge. Could you give us that intro within the frame of the camel story which I really enjoyed?

William Ury
Right. Yeah, this is one of my favorite stories, Pete. It’s an old story, a fable that comes from the Middle East about a man who dies, and he leaves to his three sons, as their inheritance, 17 camels. And to the first son, the oldest son, he leaves half the camels, and to the middle son, he leaves a third of the camels, and to the youngest son, he leaves a ninth of the camels. Well, three sons go about it, and it turns out 17 doesn’t divide by two, and it doesn’t divide by three, and it doesn’t divide by nine, and they start to get into an argument, each one wants more. And you know how brothers can get, almost comes to fisticuffs and violence.

And, finally, in desperation, they consult a wise old woman. And she listens to them, like a good manager listens or whatever, she says, “You know, I don’t have the answer to this. I don’t know if I can help you, but if you want, I actually have a camel, and I’d be happy to give you my camel.” So, the three sons say, “Okay.” Well, then they have 18 camels. Well, 18, as it turns out, does divide by two, so the first son takes his half, and that’s nine; the second son takes his third, and that’s six; and the youngest son takes his ninth, and that’s two. And if you add nine, and six, you get 15, plus two, 17. They have one camel left over and they gave it back to the wise old woman.

Now, if you think about it, a lot of our conflicts, a lot of our situations are a little bit like those 17 camels. You approach it, there’s no way to divide it up, there’s no way to solve the problem. Somehow, what we need to do is, like that wise old woman, we need to step back to the balcony, look at that larger perspective, see if we can come up with a creative idea, a creative reframe, which, in this case, is the 18th camel, that’s the golden bridge, as it were, and see if we can transform the situation, and it often takes the help of a third side, which, in this case, is the wise old woman.

So, to me, actually that story, which I’ve been telling for a long time, I hadn’t realized, it has all those three ingredients, to me, which are the magic ingredients, the magic potentials, the magic victories that we need, which is, one, is a victory with ourselves which is ability not to react but to go to the balcony; the second is a victory with the other side, mutually agreeable solution, a golden bridge as it were; and the third is a victory with the whole, which is to engage that third side, the surrounding community. And if you can put all three together, that’s my aha in this book, then what’s seemingly impossible, and we’re facing a lot of seemingly impossible situations these days, becomes possible.

Pete Mockaitis
That’s beautiful. And I want to dig into each of these three in a bit of depth in terms of hearing some best practices and practical ways to implement, particularly in workplace scenarios. But first, I just want to go meta, or broad scale for a moment, and here you say that we actually could benefit from more conflict instead of less. What do you mean by that? And why is that the case?

William Ury
Yeah, it seems strange to say, particularly for someone who’s spent his whole life trying to help people resolve conflicts, to say that we actually need more not less. In the sense, I’m trying to say it to provoke people, is to say conflict is natural. We often kind of like, a lot of us, and me included, we find conflict uncomfortable and we try to avoid it, or we accommodate, we give in, we appease, or sometimes we go on the attack, and none of those three A’s, what I call them – avoid, accommodate, or attack – actually help us, really, get what we really want.

And so, to me, we’re not going to be able to end conflict. It’s part of life. There are a lot of conflicts, you may not even be able to resolve them, but the opportunity that we have is to transform them, it’s to actually, instead of avoiding it, it’s to embrace the conflict, transform it. In other words, change the form of it from what’s so often a kind of destructive fight or a sullen silence into kind of an engaged conversation where you listen to them, they listen to you, you come up with creative ideas. And if you think about it, conflict can be healthy. It can be productive. It can lead to better communication, more engagement.

They say that marriages, for example, benefit from some conflict, which get the issues that are, otherwise, under the carpet, engaged but in a constructive way. That’s the real opportunity, it’s to transform the conflict. And whenever you need change, whenever there’s something wrong, oftentimes you need conflict to be able to engage it. So, in that sense, when there are things wrong with the world around us, we actually need more conflict not less. Conflict can sometimes lead to innovation. It can lead to better ideas. The essence of what is a healthy democracy is conflict.

Pete Mockaitis
Okay. Thank you. Well, now let’s dig into these three unique human superpowers. We’ve got the balcony. We’ve got the bridge. Can you start with the balcony?

William Ury
What I’ve discovered over the years is that the single biggest obstacle to me or to any of us getting what we want is not what we think of it. It’s not that difficult person on the other side of the table in the office or wherever it is. The biggest obstacle to us getting what we want is right here, it’s me, it’s the person I look at in the mirror every morning. It’s my own, our own, very natural, very human tendency to react, in other words, to act without thinking.

As the old saying goes, “When you’re angry, you will make the best speech you will ever regret,” and that often happens. And so, the ability to not react, and that’s a choice that we have in that little moment, like I did with the president of Venezuela there, that little moment, we can choose not to react but to think about what’s going to really advance our objectives here, and we can respond creatively.

And, to me, that’s the key.

The ability to step back for a moment, before we react, I mean, we live in a very reactive culture and reactive times on social media. That ability not to react but to go to the balcony, and everyone has their favorite way of doing it. Some people, it might just be as simple as breathing, taking a walk, a workout, meeting a friend. Everyone’s got their favorite way. What’s your favorite way, Pete, to go to the balcony?

Pete Mockaitis
Well, it’s funny, I was reminded back in the day when I was interviewing for jobs as a candidate, and when I felt nervous, I don’t know why, but I guess there’s some science behind it. When I put both of my feet firmly, squarely on the floor, and just became aware of the presence of my feet there, I just felt more solid, grounded, firm, rooted, and that helped.

William Ury
That’s great. That’s exactly it. Essentially, in that moment, you’re pausing, you’re probably breathing, which brings a little more oxygen into your brain. When you put your feet on the ground, you started to relax, and that’s one of the wisest things, pieces of advice I’ve ever heard. When you’ve got something hard to do, start by relaxing. And you were relaxing in that moment, feeling your feet on the ground, and that visual imagery helped some of your nervous system, and then you can bring your best to a difficult situation, like giving a keynote or dealing with a difficult issue.

Pete Mockaitis
Certainly. Okay. So, that’s the balcony, it’s sort of the internal game, we take a breath, we focus, we don’t react, we don’t get defensive, don’t scream in anger. That sounds kind of easy, Bill. Any pro tips, do’s and don’ts about executing this well?

William Ury
Well, it sounds easy but when we’re triggered, when we’re reactive, when our emotions are taking us away, when we’re angry, when we’re fearful, when we’re anxious, it’s not so easy, it turns out, and that’s how often we feel when we’re in a tough situation, a difficult conflict, or an office spat, or whatever the situation might be. And so, that’s why we have to kind of cultivate it.

So, I’d say one thing is if you know you’re going to be in a difficult situation, you know you’re going to be in a difficult conversation with a colleague, or whatever the situation might be, with your partner, with your child, resource yourself. Everyone has their favorite way to resource themselves. I like to go for walks, ideally, in nature. Somehow nature fills me with a sense of awe and wonder. I relax. I can then bring my best. So, before any important negotiation, I go for a walk.

But everyone will have their favorite way of resourcing themselves so that you can actually have some natural resilience, so that when you go in, you’re going to be a lot less reactive when the other side starts saying things that press your buttons.

Pete Mockaitis
Okay. Understood. Well, now let’s talk about how do we build that bridge?

William Ury
Just the same as with the balcony, you have to do the opposite of what you might naturally feel like doing, you might naturally feel like reacting. Do the opposite and take a step back, go to the balcony. The same is true with the bridge. What happens in difficult conflicts is we tend to dig into our positions, the things we say we want, the things we demand. The other side digs into their positions, they push us, we push back, it goes nowhere, or it escalates even.

And the opposite of that, actually, what you find successful negotiators doing is the exact opposite of pushing. Because when you push, for example, right now, if I were just pushing you, Pete, if I put up my hands, you pull up your hands, and I was just pushing you, what would you naturally do?

Pete Mockaitis
Well, I would push back, step aside.

William Ury
Right. Exactly.

Pete Mockaitis
I’d probably be more shocked, like, “What is going on right now?”

William Ury
That’s it. Exactly. But people tend, when they’re pushed, to push back. It’s just instinct, and then we’re in a standoff. And what you find works is to use the power of surprise, which is to do the exact opposite of pushing, which is to attract. Because it’s almost like in a conflict, your mind is here, the other person’s mind is way over there, and you’re saying to them, “Hey, come on over to my idea,” whatever it is, “Come over to my position.” It’s not easy for them. It’s like there’s a big chasm, and that chasm is filled with, “Wait a minute, that doesn’t satisfy my needs, that’s not what I want. Other people will think I’d given in, or I look like a failure, or a wimp.” There’s a whole bunch of stuff in that chasm.

Our job is to build them a bridge over that chasm. It’s to start where they are for a moment, leave where your mind is, and this is not always easy, but leave where your mind is, and start the conversation where their mind is, where they are. You’re asking the boss for a raise, for example, “And I deserve that raise,” and you’re all there. Put yourself in the boss’ shoes for a moment, and imagine, “Wait, there’s a tough budgetary situation.” Start with your boss’ situation. How is the boss going to justify your raise to other people in the organization, and so on?

Think about their problem. Help them solve their problem so that they can help you solve yours. That’s the art of building the other side a golden bridge over that chasm of dissatisfaction. In other words, making it as easy as possible for them to move in the direction you want them to move. Attracting rather than pushing is the exact opposite of what we might normally do in a difficult conflict.

Pete Mockaitis
That’s beautiful. And when you speak to helping to solve their problem, and imagining it from their perspective and their stakeholders, you’ve got a really cool approach called writing your other party’s victory speech. Can you unpack that a little bit?

William Ury
When I face a tough situation, it could be personal or it could be global, and it seems impossible, what I like to do is I like to start at the end, and work backwards. You might not be able to get from here to there, but you might just be able to get from there to here, and then work your way back to there. And the way I do that is I like to sit down and write the other side’s victory speech. In other words, I do a little thought experiment. I imagine, “What if the other side accepted my proposal? What if they said yes?” What if they said yes to your proposal? Imagine that for a moment.

Your boss says, “Yeah, I’ll give you the raise.” Your colleague says, “Yeah, I’ll help you on that project.” Whatever it is, you think about that, and then imagine that they, then, have to justify that to someone else, to their boss, or to their colleagues, or to themselves looking in the mirror, or to their board, or whatever the thing is. What’s their victory speech? They say, “Yeah, it was a good idea for me to agree with Pete, and this is why, because it’s going to do this, that, and this.” You write their victory speech, and you think about how they can see that as a victory.

Then you see your job as helping them deliver that victory speech. And by writing that victory speech, by imagining it, it becomes more possible. And then the job becomes, “Okay, what can I do right now to start to help them, put them in a position where they could deliver that victory speech?” It has to be a victory for you, too, of course. But their victory speech is why they decided to agree with your proposal.

Pete Mockaitis
That’s cool. That’s cool. And then, in so doing, that naturally will spark some ideas for, “Oh, wait. You know what, this would be really easy for me to put in my proposal. It doesn’t make any difference to me, but might make all the difference to them in terms of what they’re able to share in their victory speech.”

William Ury
That’s right.

Pete Mockaitis
Cool. All right. Well, can you talk about the third step, or should I say, maybe third superpower?

William Ury
Balcony is one of our superpowers. We all have that ability within us to, as you mentioned, say nothing, not react. We all have the ability to build a bridge, and a core part of building the bridge, I should mention, is listening. We think of negotiation as talking, but, actually, if you observe the behavior of successful negotiators, they listen far more than they talk. There’s a reason we’re given two ears and one mouth, is to listen twice as much as we talk. And so, listening is key.

Now, it’s not always easy to do all this stuff. It’s not easy to go to the balcony in a difficult situation. It’s not easy to build those bridges. And this is where we need help, and that help, as I mentioned before, is around us. We may not see it but there’s a tendency in almost every conflict to kind of reduce it to two sides. It’s like two sides, it’s us versus them. It’s Arabs versus Israelis. It’s labor versus management. Whatever it is, it’s husband versus wife, we reduce it to two sides. But, in fact, there’s always a third side, which is the people around.

And I’d learned this, really struck me once, I’m an anthropologist by training, and then I got into negotiation but I was studying anthropology to understand and figure out human beings. And I was visiting an indigenous tribe, in Southern Africa, in the Kalahari Desert, the so-called Bushmen, and I was watching how they deal with conflicts. When two people get into a conflict, it can get serious because the men all have these arrows that they hunt with, which have poisoned tips, and you can kill someone, and then that person takes three to die, will kill someone else. And pretty soon, you have the equivalent of a small-scale nuclear war in a small group.

So, what they learned to do, what I saw, is when tempers start to get high, and you notice that, and people notice that, someone goes and hides the poisoned arrows out in the desert, and then the whole group gets together around the campfire – the women, the men, the children – and they talk it out. And it might go on for a day, or two days, or three days. They don’t rest until they talk it up because they know what the consequences are if they don’t. It’s not just a question of reaching an agreement. There has to be a kind of reconciliation.

And what I realized is that’s our ancestral birthright, it’s that use of the community, of the people around us to help create a container, a space, within which even the most difficult conflicts can gradually be transformed. That’s the third side, and that’s a power that we all have to evoke, or we often play the role of third siders. We don’t think of it necessarily but parents are always playing that role of third sides among their kids, peers among their colleagues, or the odd managers among their employees.

It’s that third-side role of helping listen to people, help them cool down, helping them get into communication with each other, helping explain what the other side thinks. All that knitting together turns out to be key if we’re trying to transform the impossibly difficult conflicts that we sometimes come across.

And the third side is the help of the whole, that’s what it is.

Pete Mockaitis
Okay. Thank you. That’s beautiful and a good reminder to seek that out, and to get that support. In the workplace, any pro tips on what might make for great third side collaborators to get in on the mix?

William Ury
It could be someone even outside your workplace, or just a friend and a colleague who can be a coach to you. You have a hard situation, sometimes we get blinded but the ability of using a friend or someone as a coach, to say, “How am I going to approach this difficult issue I’ve got with my colleague, or a coworker, or my boss?” That’s one. Another is there might be a colleague that you could involve. Sometimes, too, you’re not alone in these situations.

Imagine that you’re facing a difficult boss. If it’s just you, that’s one thing. But if it’s you with your colleagues, that’s the winning coalition, can approach the boss and sit down, and say, “Hey, let’s talk about this,” then you’ve got some more power. There’s real power in the third side, and sometimes you need that in situations because not everything in the workplace is fair.

Pete Mockaitis
That’s good. And when you talked about the tribes, you mentioned it might take a day or two or three, and, in your book, you mentioned working through some negotiations, that could take months or years. How do you think about patience and how we can get more of it? Because I think, sometimes, we can have the frustration that, “We’ve had this conversation four times, and it’s going nowhere. I guess it’s just hopeless.” How do you think about those situations? It seems you think about things differently.

William Ury
I do. I just know that when you get into these real gnarls with each other, and we kind of know this in families and so on of how these kinds of disputes can go on for a long, long time. And this kind of negotiation, I’ll just say upfront, can be some of the hardest work that we humans can do, and it takes patience, it takes persistence because, when you’re looking for possibilities, you make little breakthroughs, and then you might make progress, and then you might have a setback, and then you got to go back.

And it’s that way that I see the little possibilities turning into large possibilities. So, it’s true, it takes some time. Human beings, we’re not like computers. We take time. We have our grievances, we have our wounds, we have our traumas. It takes time to work through those, and it does take some patience. On the other hand, I would say, if you do invest in those relationships, if you do build trust in those relationships, then you can operate very fast at the speed of trust.

I remember a long time ago, I had some funding from Warren Buffett to work on avoiding nuclear war, a long time ago, and he was telling me about a negotiation he got involved in with his partner about making a major investment. And it was hundreds of millions of dollars, and he said the negotiation took place in one minute over the phone, where the guy called him up, and said, “We’re about to make this deal. What are you thinking?” He said, “What do you think?” And they were able to make the deal quickly. Why? Because they had developed the trust beforehand. They knew that the other would not take advantage of them.

And so, to me, if you want to move fast, then invest in building trust and confidence because, then, you can operate at the speed of trust, which is very fast.

Pete Mockaitis
That’s lovely. A lot of this has come back to when you say trust, patience, persistence, humility, calm, just sort of good human virtue stuff. Do you have any pro tips on how we can develop that within ourselves and our colleagues before we have a conflict or a negotiation that we’re getting into? Are there practices? You like going for walks. Is it meditating? Or is it reading, or spiritual practice? Or, how do you recommend folks get better at these just human goodness kinds of things?

William Ury
Well, the first thing, Pete, to recognize is that this is not rocket science. These are things that are inside of us. These are human potentials that each of us has. This is our birthright. So, it’s developing things that are already inherent in us. And, yeah, everyone will have their favorite ways of doing it. It might be meditating. Meditating can calm us down. It might be going for walks. It might be getting a coach or having a friend be a coach, coaching each other, all these kinds of resources. And then investing in the relationships around us by building trust.

It might be those little things where you put deposits in the bank of goodwill. You acknowledge someone. You thank them. You go out of your way to help them so that, then, when it comes to a difficult situation, you can withdraw a little bit, you can count on that, and say, “Look, we’ve got a hard situation here to work through.” But then you’ve got something to work with. And so, it’s that relational work that’s key to building the resilience that will allow us individually within ourselves, and then relationally in our organizations and in our work lives to be able to navigate some pretty stormy weathers sometimes.

And trust can’t be underestimated. It takes a while to build up trust but it can be destroyed in a second. So, what’s interesting to me is, even though sometimes people associate negotiation with kind of slight shading of the truth, or manipulation, the best negotiators I know, the thing they value most is their reputation for honesty and fair-dealing because, then, the other side will trust them, they’ll share more information, and you’re more likely to end up with a creative solution that works for all sides.

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

William Ury
One thing I just want to say is in a lot of these situations, there’s an element of power. We feel like there’s an asymmetry of power, we feel powerless. And so, one thing in negotiation, when you’re on the balcony, that you might want to think through is you’re trying to get the other side to do something, you’re looking for an agreement. Paradoxically, it’s helpful to think through what I call, what negotiation would call your BATNA, your best alternative to a negotiated agreement.

In other words, imagine that you’re not going to reach agreement with the other side, what’s your best course of action for satisfying your actions if you can’t? Imagine the difference it gives you. BATNA, knowing that, it seems like negative thinking, but it’s actually alternative positive thinking. It’s like, “I’ve got an option here. If I can’t reach agreement with a person now, maybe I can reach agreement with someone else. If I can’t get this job, maybe I’ve got another job.”

Just thinking through that gives you confidence that you’re going to be able to satisfy your interests. And that confidence, actually, increases the chances that you’re actually going to reach an agreement. So, paradoxically, when you’re on the balcony, think not just about what you want, but what’s your alternative for getting what you want if, for some reason, you are not able to reach agreement with the other side. Think through your BATNA. BATNA is power. BATNA is confidence.

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

William Ury
A quote from a great anthropologist, Margaret Mead, who said, “We are continually faced with great opportunities, brilliantly disguised as unsolvable problems.”

Pete Mockaitis
That’s good. Thank you. And now a favorite study or experiment?

William Ury
My colleague, negotiation colleague at MIT, Jared Curhan, did some very interesting experiments where he was studying how people negotiate.

And what he found was there was a very interesting correlation between how cooperative people were, how likely they were to reach agreements that were good for both sides, and the amount of silence that he noted in the negotiation. In other words, those little pauses, where people paused, they were a little more reflective, which is, of course, time on the balcony, so that silence turns out to be one of the great powers not when you’re talking but when you’re not talking. When you just even take that moment of silence, there’s a correlation with creative outcomes.

Pete Mockaitis
All right. And a favorite book?

William Ury
Favorite book that I’ve always liked is a book that was written 2500 years ago in China, the Tao Te Ching, which is kind of a book of paradoxical wisdom, but things like, I remember one quote from it, which is, and it goes back to your earlier question, “Do you have the patience to wait until your mud settles and the water is clear?” In other words, oftentimes, our minds are like these fizzy glasses, it’s full with fizz. Can we just take a moment, like when you planted your feet on the ground, to let the fizz settle so we can actually see more clearly, and, thus, act more effectively?

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

William Ury
Something that we all have, which is the ability to listen. But listen not just the way we normally listen, which is we normally listen within our shoes, like thinking, “Oh, I disagree with this, I agree with that,” or whatever it is. The kind of listening where it’s empathic listening, where you put yourself in the other person’s shoes. You try to imagine what it’s like to be in their shoes for a moment.

And if you can do that, if you understand where their mind is, you’re going to be much more effective at influencing them, of helping them move in the direction you want them to move. And it’s also, to me, it’s a sign of basic human respect. And I find that that’s maybe the cheapest concession you can make in any negotiation, is to listen and give them some respect. And it also helps you influence them more effectively.

Pete Mockaitis
All right. And is there a particular nugget that you’re known for, people quote, Kindle book highlight, re-tweet, from you again and again?

William Ury
Well, I’ll give you a contrarian one. I’m known for “Yes,” for getting the “Yes,” but I also wrote a book about “No” and the importance of “No,” and what I call the positive no, which is a yes, followed by a no, followed by a yes, like a sandwich. It’s a no which starts a yes; a yes which is important to you, “I’ve got an important family commitment this weekend,” followed by a very calm and matter-of-fact no, so you say to your boss, “So, I can’t work through the weekend.”

And then on the other side of it is a yes on the other side, which is, “But I can work with John and Mary, and we can make sure the work can get done anyway.” Sometimes it’s important in negotiation to have that yes, but it’s very important also to have the no to stand up for what’s important for you.

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

William Ury
Just my website would be good, which is just my name, WilliamUry.com.

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

William Ury
I do, which is next time you find yourself in a little bit of a spat or a conflict with a colleague, or a coworker, or a boss, think about bringing that spirit of possibility; think about tapping into your innate human superpower of going to the balcony, of not reacting, but asking what you actually want; and the innate superpower of the bridge, of listening, of being creative, and the innate superpower of engaging the third side, the community around you. If you put all three together, you can transform your conflicts. And if you can transform your conflicts, you can transform your lives.

887: How to Navigate Conflict and Find Clarity with Marc Lesser

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Marc Lesser shows how to navigate difficult emotions and conversations to build thriving relationships.

You’ll Learn:

  1. Why we shouldn’t be afraid of conflict
  2. The one question you need to ask when dealing with difficult people
  3. How to assess any relationship in 4 words

About Marc

Marc Lesser is a speaker, facilitator, workshop leader, and executive coach. He is the author of four books, including Seven Practices of a Mindful Leader: Lessons from Google and a Zen Monastery Kitchen, and CEO of ZBA Associates, an executive development and leadership consulting company. Lesser helped develop the world-renowned Search Inside Yourself (SIY) program within Google and was director of Tassajara Zen Mountain Center, the oldest Zen monastery in the Western world. He lives in Marin County, California, and leads Mill Valley Zen, a weekly meditation group.

Resources Mentioned

Marc Lesser Interview Transcript

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

Marc Lesser
It’s great to be here. I think it’s really important to be awesome at your job.

Pete Mockaitis
Oh, thank you. And I think you’ve got something to say that will be helpful in that quest with your latest book, Finding Clarity: How Compassionate Accountability Builds Vibrant Relationships, Thriving Workplaces, and Meaningful Lives. That’s stuff that we’re into over here.

Marc Lesser
Yeah, and I think it’s no small thing just to have the aspiration to be awesome at your job. I’ve noticed it’s easy, cynicism is easy. Awesome requires work.

Pete Mockaitis
Well, you know what’s funny, when I was doing the original research to put this together, I was using some survey tools and trying to get a sense for, “Does anyone care about this thing I might want to make because I don’t want to build something nobody wants?” I’ve learned that lesson about four times. And, yeah, it was about 4% of people were ten of ten extremely interested in listening to such a show.

And so, that means 96% were not, and I don’t blame them. There’s a lot of different domains of life to focus on or to be awesome at, and sometimes people just want to leave work at work, and that’s okay, in certain times and seasons.

Marc Lesser
Yeah. Well, I’m not saying anything everyone doesn’t know, it’s that we spend a lot of time at our work. And any place where we spend a lot of time, man, we should be awesome.

Pete Mockaitis
Oh, yeah. And that’s the vibe, I think, with me and listeners that it’s just more fun being awesome discovering how to be more awesome, contributing to awesomeness in others, and it’s a beautiful thing.

Marc Lesser
Yeah, it is. It is. It’s a great word. It’s a great word – awesome.

Pete Mockaitis
Well, you know what’s funny, you just got me going. I almost deliberately chose it because it was a little bit radical even. Because I remember one of my first speaking engagements, I was talking to the Illinois CPA Society, so a bunch of accountants, and there was this partner who was talking about professionalism, and she said, “I, for example, would really not appreciate it if a youthful member of my staff were to say that something was awesome, for example.”

And I thought, “Really? Because I love that.” So, I guess I’m sticking it to her. No, I wish her the best. I really do. But I think it conveys a little bit of a vibe. It’s like we’re going to be ever so slightly irreverent and would be professional enough to pass along with your teammates and colleagues but, hopefully, edgy enough to keep your interest.

Marc Lesser
Yeah. Well, awesome is way up there on the continuum of aspirations. Awesome is pretty high up there, but I think it’s good, too. I’m a big believer in the importance of being aspirational.

Pete Mockaitis
Yes. Yes. Me, too. And, Marc, it’s funny, usually we spend the first couple minutes of me learning about you. But look at you, you’ve got some compassion and some vibrant relationship-building action going on over there.

Marc Lesser
Yeah. Well, it took us some time to get past the title of the podcast but I think we’ve almost achieved that.

Pete Mockaitis
Well, so speaking of titles, you’ve got a fun one. You were once the director of a Zen monastery. What’s the story here and maybe some cool experiences from that role?

Marc Lesser
Yeah, that was kind of an amazing experience. My one-year leave of absence from Rutgers University when I was back in my college days, that one year turned into 10 years of living at the San Francisco Zen Center. And five of those years were at this amazing place called Tassajara Zen Mountain Center, which is in the mountains in Central California, and it functions as somewhat, I have to be careful, traditional Zen monastery.

Very traditional in certain ways in terms of the schedule based on kind of some ancient processes and formations of Zen practice but also California, men and women living together, children living at this monastery. But traditional in the sense that, man, we got up early in the morning, 3:40 a.m. wakeup bell, and a lot of meditation, a lot of study, a lot of ritual and being together, but also a lot of work.

And it was there in that role as director that the lightbulb went off for me, and I realized that I thought of myself as a Zen student but I was leading, I was in a leadership role, I was managing. So, this Zen monastery turned into a conference center and resort in the summer time. So, very quiet and chill, secluded all winter but very much like any other conference center, workshop center, 70 or 80 overnight guests, gourmet vegetarian meals served, three meals a day, so it was pretty intense kind of workplace.

And the aha I had was that I was in a leadership role, and that I loved it, and that I got to get the experience, very much the full-on experience of integrating meditation, mindfulness, spiritual practice with running a small business, managing a staff, dealing with money, dealing with all the problems and opportunities of any small business.

And I wondered, “Why isn’t everyone integrating these, what looks like these two different practices?” And that kind of set me on the path of this whole wonderful world of mindful leadership, and it was why I got the call several years later from Google, saying, “Hey, we want you to come and develop a mindful leadership program for Google engineers,” and that was also another amazing opportunity.

Pete Mockaitis
And so, when we talk about mindful leadership, is there a key way you would articulate what that is and how it differs from normal or sort of mainstream traditional leadership?

Marc Lesser
Well, now we’re going to go back to where we started. Yes, it’s an aspiration to be awesome but awesome, I think, I’m kind of teasing but I’m also being real that I would say that mindful leadership is about bringing one’s full heart, mind, body, spirit into your work, and that all those things really matter, and that it’s great aspiration for results and effectiveness and doing things at the highest level possible, and bringing in a great sense of one’s humanity and emotional intelligence into leadership.

Pete Mockaitis
Okay. Well, that sounds swell. Tell us, along the way, any particularly surprising or counterintuitive discoveries you made in researching this or putting together the book Finding Clarity?

Marc Lesser
Yeah. Well, this has been my life. Finding Clarity is actually my fifth book, and all of my books, in some way, have been about, I’d say, this integration of one’s whole life, that everything in your life alignment, and a wholeheartedness. I know you’re going to ask me this later but I’m going to give you the answer to this right now.

One of my favorite quotes is from the poet David White who says, “The antidote to exhaustion isn’t rest. The antidote to exhaustion is wholeheartedness.” And I would say that, like, “Well, what is it that makes one’s work awesome?” One answer that I have is about to be wholehearted, meaning that your work is fully aligned with what you believe in, with what your values are, with some aspiration that you might have of doing good things, doing important things. Your work is an offering that you’re making to the world. So, to me, these are all ways of talking about, again, whether you use the language of mindful leadership or wholehearted leadership.

Pete Mockaitis
Okay. Cool. Well, then tell us, what’s this concept of compassionate accountability?

Marc Lesser
Yes. So, compassionate accountability, I’d say, is maybe a subset of that. It’s a focus on holding oneself and others accountable. It’s interesting, accountable is a word that’s used a lot in the business world, as it should be. But generally, often people have sort of a negative connotation with this word accountability. So, I sometimes substitute the word alignment, which is maybe a softer, gentler form of accountability.

But accountability, people usually think of it as obvious things like doing what you say you’re going to do, like having goals and benchmarks and being accountable to them, like actually being able to look at and report on how is it going, but, really, accountability is about aligning about what success looks like, but also, I’d say, aligning around how we’re working together, how we are dealing with success and failure, with conflict, what happens when things are difficult, when there are challenges. Then what?

And the compassionate piece is marrying accountability and alignment with a sense of care and trust and compassion. Compassion is kind of one step up above. Empathy is talked about and the importance. There’s a lot of studies on how important empathy is. Empathy is feeling the feelings of other people. And compassion is feeling other people’s feelings and wanting the best for other people, wanting to heal people’s suffering and stress and anxiety.

So, compassionate accountability, it’s beautiful. They seem like they’re contradictory but they are two, I think, essential practices in the workplace, and I think important practices toward working with more awesomeness.

Pete Mockaitis
Well, could you perhaps paint a picture with some examples of, “Here’s an approach that we would consider compassionately accountable,” versus some other common approaches that are lacking either in compassion or accountability that are rather common?

Marc Lesser
So, I think what I’ve noticed is that accountability is hard in the workplace because it means dealing skillfully with conflict. And dealing skillfully with conflict is, well, it takes skill but it also takes emotional intelligence. So often, whenever there are gaps in people not meeting certain goals, they might be financial goals, they might be product goals, they might be you’re trying to build a team or roll out a particular product.

And accountability means paying attention and checking in and really looking wide-eyed and with as much clarity as possible about, “How are we doing in meeting those goals? What’s working well? What’s not working well? Where do things stand?” and having those conversations where you’re not overreacting or underreacting.

So, compassion is I think of compassion as the sweet spot of being able to be direct and clear, and, at the same time, to be caring and to be building, to seeing anytime where there are gaps between what we’re trying to accomplish and where we are, that those gaps are opportunities to build trust and connection as oppose to eroding trust and connection.

Pete Mockaitis
Okay. Well, could you maybe give us a demonstration in practice if, let’s say, someone was underdelivering on a goal or commitment, how might you approach and articulate some messaging to that person?

Marc Lesser
Sure. Yeah, I was thinking of an example that I often use, and maybe this is close to what you’re saying. An example is you’re carpooling with someone. And day after day, they’re late. You’re standing there in the corner and you have an agreement that they’re going to pick you up at 8:00 and it’s, sometimes, 10 after 8:00.

And most days, you just get in the car and you don’t say anything. But, at some point, you say, “We need to talk about this. There’s a gap between what we’ve agreed to do and what is happening. And here’s what I’m seeing, and I’m kind of feeling not so good about it. In fact, I’m a little angry. I don’t feel respected. What are we going to do to close this gap to fix this problem?”

But then you have to listen because you might find out some things that surprise you about what the other person’s experience and story is, having to do with either family matters, or some sickness, some health issues, that, “There was construction on the road that wasn’t supposed to be there, so I went another…”

But it means being able to have such a conversation. Now, these conversations and these gaps are very much affected by context and by role and relationship. The one I was just talking about was kind of equal people, one person just picking up another. Now, if I’m the person in charge, and you are regularly late with handing in the accounting information that I needed, that might be a different conversation.

That might be, “We have a problem. Here it is. I hear there’s a lot of reasons why your reports are late but this is really important and this needs to be fixed.” And it might be, “Do you need some support? Is there something you’re missing?” So, the compassion piece might be caring enough to ask, “Hey, do you need some support?” understanding what the problem might be, understanding why these accounting reports are regularly being handed in late, maybe being willing to help support and fix them. So, that’s the compassion piece.

The accountability piece is bringing it up and talking about it, and having the clarity and the skill, the directness to say, “We’ve got a problem here. We need to talk about this.” And it’s amazing how often that doesn’t happen.

Pete Mockaitis
It certainly doesn’t. Can you share some key drivers as to what’s behind that happening so rarely?

Marc Lesser
I think people don’t like conflict. People are often afraid, “Is this person going to be mad?” I think we all want to be liked. We all want to be loved. We’re afraid, “If I bring this up, is it going to make it worse? It’s not really going to fix the problem anyhow.” Or, any set of stories about, I think, fear of making it worse or I’ve noticed often people just give up.

You might bring up a conversation and it didn’t go the way that you wanted it to, and you stop having those conversation, and just go home and complain to your spouse, or just let that ulcer build, let those stressors. And I think this is how not to create an awesome workplace, is to not face into the gaps. I think this is such an important…and not just in work. I think in all our relationships.

Like, not only do I want to be awesome in my work. I want to be awesome in my marriage. I’d like to be awesome as a father. I’d like to be awesome as a brother. And it means, actually, leaning into, “What does awesome look like? And what are the gaps between what I’m feeling and observing and seeing now and my own desire, my own aspiration, my own vision for what awesome look like?”

So, there’s the kinds of examples I’m giving. Awesome looks like agreeing on when we’re going to get picked up, and it actually happening, or agreeing on when those reports are going to happen. But there are also, I think about, that we’re working together in a way that feels supportive and energetic and clear, maybe even fun, at least enough fun.

Yes, so being able to hold those aspirational visions and to work skillfully with others in working to close the gaps in order to make things if not better, maybe even awesome.

Pete Mockaitis
Okay. And I’m curious, do you have any pro tips if someone is having that thought, like, “Okay, I probably got to say something about this issue but I’m scared. I want them to like me. We might make it worse. Last time that didn’t go so well”? If we’re in that loop of self-talk, do you have any, I don’t know, statistics, or data, or reframes, or wisdom to help us get over the hump?

Marc Lesser
Yeah. Well, yeah, there’s many, many pro tips. Here’s one, one of my favorites. A really easy way to find a way into such dealing with some of those gaps or some of those conflicts is to start by saying, “You know, the story that I’m telling myself is that you’re late every time you’re supposed to pick me up, and, therefore, you don’t respect me. You’re not respecting me and my time. That’s the story that I’m telling myself.”

So, it’s a way of, “I’m taking responsibility. This is something I’m experiencing and seeing. I’m not blaming. I’m not coming after you, saying you, blah, blah, blah, you don’t respect…No, it’s like this is something, this story I’m telling myself is really…” Again, this isn’t for every situation but it’s one way to start the conversation is by leaving the blame.

And often what happens is, by the time we have these conversations, there’s some anger built up, there’s some resentment built up, and you don’t want to…it’s usually not very skillful to start these conversations with anger or blame, but to start with, “Here’s what I’m noticing. Here’s what I’m feeling. Here’s what’s happening with me.”

“And I’m curious, what’s happening with you? What story are you telling yourself? What’s happening with you? And what do we need to do? What do we need to do to close the gaps?” Or, “Here’s a request I have for how I think it would go better in the future.” Any one of those. Those are all a few different tips there.

Pete Mockaitis
That’s great. And I imagine when you open that way, with, “The story I’m telling myself is that you don’t respect me that’s why you’re late,” it’s probably pretty rare that your counterpart says, “You know, you’re right, Marc, that’s exactly what’s happening. I don’t respect you and that’s why I’m late.”

Marc Lesser
Yeah. Part of the other answer, I think you were asking about, like, “Why don’t we have these conversations?” I think most people are incredibly vulnerable, and we all have, I think, a pretty well-developed inner critic, inner judge. We are hardwired to be very cautious and careful, and we don’t want to be hurt. It’s almost like a kind of death that to be vulnerable enough to show how we’re really feeling, to show our vulnerability, to show that we feel disrespected or we feel not seen. All of that comes up.

And so often, it’s not actually what’s happening. It’s not real. So, it’s a little bit unnerving, a little bit vulnerable to come forward with things where we feel where we’re being let down or hurt or challenged, any of those things.

Pete Mockaitis
Okay. That’s beautiful. Thank you. Well, you’ve got a number of great tidbits in the book, and so I’d love to hear your view on how we could shift our thinking associated with “difficult people.”

Marc Lesser
Yeah. Well, this is where, I think, I tell the story in the book of, often, in public trainings and workshops, it’s not unusual that someone will ask, “How do I deal? Give me some tips for how to work with difficult people.” And I often will wonder if the person asking the question is one of those difficult people. Now, I think I have to say, of course, there are difficult people, there are people who are toxic, just go around leaving trails of stress.

But those such people, I think, are very, very rare, are very small miniscule percentage of the population. Mostly what we’re talking about is our bosses who just don’t act the way that we want them to all the time, our coworkers who, again, are doing things differently than, in some way, we’re not as comfortable with, or many, many situations where anytime things don’t go the way we want them to, we can then label those people as difficult people.

Now, I’ve been CEO of a few different companies, and I make it a habit to do anonymous surveys of my employees. And I’ve learned that I’m perceived, hard to believe, but some people find me difficult. So, what’s interesting is that some people who work for me feel that I don’t include people enough, and that I’m making decisions too quickly, not being inclusive enough.

And other people find me too inclusive, too slow, asking for the input. So, it’s like, man, we all see the world through different lenses. So, I think this is the key to, I think, working with so-called difficult people, is to start by being curious about, “What lens am I seeing the world through? And what lens are these other people seeing the world through that’s making it difficult and challenging for me?”

And this is chapter one of my book Finding Clarity, is entitled ‘Be curious, not furious.’ And this, I think, is maybe step one about working with these so-called difficult people is noticing if you’re furious, noticing feelings and anger and emotions that are coming up, and to start by being curious about yourself, start by being curious about, “Huh, wow, this has a real charge for me. I wonder what that’s about.”

And, also, a key thing about working this issue about difficult people is to not confuse impact and intention. This is one of those classic rules of thumb in having difficult conversations. So, impact is you do something, Pete, and I’m like, “Ouch! That hurt. That didn’t feel good.” Well, we humans are wired, we go right to thinking, “I know why, that I know your intention, that you must’ve had some bad intention.”

But instead of going right from impact to intention, to be curious, “Hey, that hurt. What just happened there, that didn’t feel good to me. I’m curious, what was that about? What were you thinking? Why did you just do what you did?”

Pete Mockaitis
That’s good. That’s good. Well, you talked about the anonymous surveys for a moment. In practice, how does one execute that? You just, anything, Google Forms, Typeform, or a specialty consulting 360 feedback company that you engage? How does one execute that if they say, “Ooh, I want anonymous surveys”?

Marc Lesser
Well, there happens to be one in the back of my book that when I was CEO of my last organization, I was doing a lot of work with Google, and my friends at Google were happy to provide me with a very well-developed anonymous survey that they used at Google. And I took it and I worked with my team and we customized it and worked it to be as useful and effective for our environment.

And so, yeah, I think it actually takes some thoughtfulness to develop what are the things that you want to measure, what are the things that you want to know from your employees. And, yeah, so it’s designing just the right questions, and it can be a handful of questions, or, I think, the one that I have in the back of my book is about 60 questions. It’s pretty thorough because it gives you a benchmark around culture, around management, around the CEO.

And once you have it, yeah, you just put it out there as any. There’s a bunch of different platforms you can use for forms, and collect the information, and spend a lot of time looking at the results, and it’s hard. I wanted, I’ve always aspired to have awesome workplaces, and, generally, the results of those surveys can be surprising to find out that a lot of people might find the workplace awesome, but a lot of people maybe don’t find it so awesome, and to get more information about what are those gaps, and what can we do to close those gaps.

One of the things that I found out was that things like spending time with employees’ personal and professional development was something that mattered a lot, and that it wasn’t, as CEO and in the last company that I helped grow, there was a gap there. We were not spending, we were not prioritizing really making sure that people felt that their personal and professional development was a high priority, and that we had to put in different systems and mechanisms for being able to support employees more in that way.

Pete Mockaitis
Okay. You’ve also got a good tidbit. You say that there are four most important words to assess a relationship. Lay them on us.

Marc Lesser
Yeah, I think the four most important words are, “How are we doing?” And I tell a story in my book about having that conversation with my adult daughter, where I think there’s just something about, again, I think especially if there is any tension or anxiety or gaps in any kind of relationship, the tendency is to not address it and to not talk about it.

And my experience is that’s usually a bad idea. It’s a bad idea in the workplace. It’s a bad idea in our primary relationships with our partners, with our children, with our parents. So, just being able to check in, like, “How are we doing?” But it takes some skill and some presence, actually, to ask that question and to ask it in a way that is real and where you’ll get some real feedback.

Because, usually, I hear this a lot, and I’m sure especially with young kids, “How are you?” “Everything’s fine.” It’s always fine. In the workplace, generally, “Everything’s fine.” So, you might have to dig a little deeper and ask, “Well, what are some things that aren’t fine? Tell me, there must be one thing or a couple things that could be improved in how we’re working together because I want this workplace to be awesome, and it sure doesn’t look to me that you think this is an awesome workplace. What could be better?” And I think it starts with the, “How are we doing?” conversations.

Pete Mockaitis
And if I may ask, where did the conversations with your adult daughter go in terms of highlighting ways to be doing better?

Marc Lesser
Yeah. Well, it wasn’t easy. I got to hear, which I really wanted to, about some things that were bothering her. There had been some challenging miscommunications that happened between me and my daughter, so I suspected there were some lingering feelings, some gaps, some resentments, and I got to hear about those things.

But I felt like talking about them and airing them was really important as opposed to shoving them under the rug or pretending that they didn’t exist. And I also got to express how much I appreciated my daughter being able to tell me about things that were bothering her, and I let her know, “That’s really important to me. I want to know that.”

And I got to express my own sense of how important that relationship is and how much I loved her, and how much all that good wonderful yummy stuff that we get to do with them, our children.

Pete Mockaitis
Okay. Well, I’d also love to get your view of when it comes to storytelling, if that could be an effective means of producing compassion accountability and awesomeness in environments. Any perspective on how we can share and receive stories all the more effectively?

Marc Lesser
Yeah, I’ve been working with a few different leaders on the importance of storytelling as a way of expressing. I think it’s a really important skill to be able to express a vision, to be able to tell stories about things that were awesome, things that were successful, specific stories about what customer engagement, employees that went above and beyond what was expected to do, things that were amazing, and to tell stories about failures, and breakdowns, and what happened, and what we learned.

Yes, storytelling, I think, is, I’m surprised there aren’t more MBAs, more business school classes on the art of storytelling, such an, I think, important competency and skill for leaders.

Pete Mockaitis
Okay, so it’s important. Any tips on doing it better?

Marc Lesser
It’s funny, I used to do and I still do it, a fair amount of keynote speaking. And being able to be a good storyteller, I remember years ago, hiring a coach and consultant. And part of it is practicing, practice telling a story. Take specific events and talk about them. I think the typical arc of any story is describing what’s happening, what’s the challenge, and how we overcame that challenge, and what we learned from it.

It’s like the hero’s journey. The hero’s journey starts with that we’re all heroes in the journey of life, and it starts maybe with the aspiration for awesomeness, the aspiration to find our true home, to find meaning, to find connection. And then there’s always the challenges and how we find our own power to meet and overcome these challenges. Star Wars, apparently, according to George Lucas, was based on his reading of the traditional hero’s journey process of stories and of life.

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

Marc Lesser
I think we’ve accomplished a lot here.

Pete Mockaitis
I think so, too. Well, so now you gave me it before, but I want to hear it again. It’s so good. Favorite quote, drop it on us.

Marc Lesser
Well, I’ve got many favorites. I started and ran a greeting card company for 15 years so I am a professional quote collector. But one of my all-time favorites is Wendell Berry, who’s a fifth-generation Kentucky farmer, who said, “Be joyful though you’ve considered all the facts,” which I think is great on a hard day in business or reading the newspaper. Like, don’t shy away from the facts but practice with joy.

Pete Mockaitis
All right. And do you have a favorite study or experiment or bit of research?

Marc Lesser
Oh, man, favorite study, bit of research. Yeah, I love some of the studies on meditation and how studies showing how meditation will, over time, change the gray matter in your brain, and studies showing that meditation, the relationship between meditation and developing one’s own leadership skills and emotional intelligence. Lots of studies out there, thousands of these people studying meditation and mindfulness.

Pete Mockaitis
All right. And a favorite book?

Marc Lesser
Well, the book that I was thinking about while I was talking today is a book called Difficult Conversations. And it’s a book that’s one of the best edited books. Every word in that book matters. Yeah, it comes out of the Harvard negotiating team and it’s simply called Difficult Conversations.

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

Marc Lesser
I love my MacBook Pro. It faltered as I was starting it this morning, I said, “Oh, no, I depend on this computer so much these days.” So, yeah, I love my MacBook.

Pete Mockaitis
And a favorite habit?

Marc Lesser
Getting up every morning at 5:30.

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?

Marc Lesser
Yeah, the four most important words, “How are we doing?”

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

Marc Lesser
My website, MarcLesser.net with lots of my writing and audio and video. Yeah, worth a visit.

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

Marc Lesser
Yeah, don’t avoid conflict. Learn to get awesome at noticing and working skillfully with the gaps between what is and what would be awesome.

Pete Mockaitis
All right. Marc, this has been a treat. I wish you much fun and clarity.

Marc Lesser
Thank you, Pete. It’s been a pleasure.