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643: The Overlooked Fundamentals of Inspiring and Managing Teams with 15Five’s Shane Metcalf

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Shane Metcalf reveals his top research-based do’s and don’ts for being a great manager.

You’ll Learn:

  1. The one meeting a manager should always make
  2. The teambuilding technique for great teams from the get-go
  3. How and why to keep an employee dossier 

About Shane

Shane Metcalf is a keynote speaker on building a world class workplace and one of the world’s leading pioneers in the space of cultural engineering and positive psychology. His insights have been featured in Inc, Fast Company, Business Insider, Washington Post, Tech Crunch, and Bloomberg. 

As the Co-founder of 15Five, Shane and his team support HR Executives with data-driven continuous performance management. 15Five has won numerous awards for their company culture, including the prestigious Inc Best Workplaces award, and is ranked #3 in the U.S. on GlassDoor. 

Follow Shane on Twitter and LinkedIn, and listen to him co-host the Best-Self Management Podcast.

Resources mentioned in the show:

Thank you, sponsors!

Shane Metcalf Interview Transcript

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

Shane Metcalf
Pete, it’s good to be here and I’m hoping that I’m qualified. I’m, like, asking myself, “Am I being awesome at my job today?” And, you know what, I think I am actually.

Pete Mockaitis
Well, the website says you’re a visionary, so.

Shane Metcalf
Oh, hey, man.

Pete Mockaitis
So, that’s a lot to live up to.

Shane Metcalf
That’s all, you know, websites are amazing. It’s like, “Shane Metcalf. Visionary.” Yeah, one of the many illusions of the digital world, that I’m a visionary.

Pete Mockaitis
Totally. Well, I don’t think you envisioned getting a job after spilling orange juice on a customer but you’ve got a fun story there. I’ve got to hear it.

Shane Metcalf
Yeah. So, I was, God, I was probably about 19, 18 or 19 and I was working in a restaurant called The Western Sky Café in the town where I grew up called Taos, New Mexico. And I’ve been in the restaurant industry for four or five years or something, kind of worked my way through high school. And one day I was waiting, I was serving tables, and I go to deliver a glass of orange juice to this gentleman wearing a white shirt. And, lo and behold, something happens and I spilled the glass of orange juice all over this poor gentleman. And he’s pretty gracious, and I made the most of it and I handled it however I do.

And then about 20 minutes later, somebody comes up to me and approaches me, and he’s actually the guy who was washing the windows. We’d hired a professional window washer to wash the windows of our restaurant. And he comes up to me and he says, “I was so impressed by how you handled spilling that glass of orange juice on that poor dude. I’m wondering, do you want a job? Do you want a different job?” and he offered me a job to join his window-washing company.

Pete Mockaitis
Okay.

Shane Metcalf
And so, I still don’t really understand what I did that was so impressive other than like being apologetic and probably comping his meal and not being an a-hole after spilling orange juice on him, but, yes, so it got me a job. I think the lesson there is that we never see the big picture. We don’t understand how things that seem catastrophic and bad news are actually the drivers of creative evolution.

And zooming out a little bit, I mean, this is a very small example of that, but one of my favorite quotes is from this cosmologist named Brian Swimme, and he said that the driver of life’s creative evolution…” remember, this is a cosmologist so he’s thinking on this massive time scales, “…is always bad news, breakdowns, and chaos.” It was the extinction of the dinosaurs that paved the way for small mammals to proliferate and become humans. It’s just part of the recipe of evolution is that the things that look horrible are actually moving the storyline forward.

Pete Mockaitis
Well, boy, I could chew on that for a good while. And so, you move the storyline forward in terms of the experience of work and management and culture at your client organizations. Your company is called 15Five. First of all, what is that and what do you do?

Shane Metcalf
Yeah, sure. So, 15Five, we are a people and performance platform. And so, what does that mean? So, we build software education and services that helps to create highly-engaged and high-performing teams by helping people become their best selves. We believe that human development, like careers, are an opportunity for incubating human potential.

So, if we stop looking at our company as, “Hey, I’m going to hire a bunch of human resources to then kind of extract value from them and generate profit and then kind of throw out the used resources.” If we stop thinking of our people like that and actually looking at them as potential to be unlocked, we think that’s really where the best performance, the most creativity, the most engagement, the most retention, and, ultimately, the most rewarding experience we can create for not only our people but also for ourselves.

So, our software does everything from performance reviews and engagement surveys, to more manager-focused tools like check-ins, one-on-ones, peer recognition, real-time feedback. Creating more of these opportunities to communicate and have the right and most important high-leveraged conversations to improve everything inside of a company.

Pete Mockaitis
Okay. Well, if those conversations are high-leverage, it sure sounds like we should be having them. Can you give us a picture for just how high that leverage is? Like, what kind of results or lift or value do you see generated for your clients? Do you have any cool case stories or numbers to share here?

Shane Metcalf
Yeah, sure. You can go to our website. We have over 2500 companies using us and there’s a lot of really interesting stories. No two companies are alike and so no two applications are going to be the same. But one of the things that I love hearing one of our customers, I had people like Credit Karma. She says loves 15Five because it instantly gives her X-ray vision into, “Which are the managers that are actually engaging their teams and giving feedback? And which managers are just not doing the basics of what foundational management principles really are actually being kind of required of us as managers, as people leaders, as people that are organizing other humans and helping to untap their creativity in problem-solving and the ability to move the needle forward?”

Pete Mockaitis
So, they can just see straight up, “Are the managers doing it? Are they in the platform having the conversations? Are they not?”

Shane Metcalf
Yeah, and what’s the quality of their conversations, what’s the quality of the feedback. Gallup says, I mean, there’s a pretty damning statistic from Gallup. Gallup says only one out of 10 managers should actually be managers.

Pete Mockaitis
Based on their competence.

Shane Metcalf
Based on their competencies

Pete Mockaitis
Okay.

Shane Metcalf
And competencies, strengths. It’s a bit of black box when you try to figure out, “Well, what are they determining that from?” But, bottom line, managing people is actually a pretty tough job. Giving proper feedback, getting people aligned with their strengths in their right roles is not always a simple thing and it does require a bit of attention and intention.

And so, what we try to do with our software is provide the scaffolding of what great management really looks like and make it easy, automate that. Automate the asking of the right questions on a regular basis. It’s a bit of a reinvention of the annual performance review. It’s slightly more frequent, less of a heavy lift, more future-focused than just looking at the past.

Also, not only tied to comp because there’s a big mistake in only tying performance conversations to compensation conversations because people are just trying to game the system to try to make more money, and they don’t go into the conversations as much around, “How can I actually improve performance? And what are the blind spots? What are the areas for me to improve upon?”

But then you have manager tools like the check-in, and that allows you to automate the asking of questions around, “Where are you stuck? Where do you need help with? What’s an idea you have to improve your role?” And you can front load your one-on-ones with getting this check-in so that you can sit down and actually have a coaching conversation versus a check-in conversation and waste that 30 minutes in person on just during what the latest is.

Pete Mockaitis
All right. Well, so much of what you’re saying is resonating big. I just want to make sure we’ve got the why nicely installed here. So, have you seen some rocking things in terms of the, I don’t know, Gallup engagement number, or the attrition rate, or sales performance? Or, can you give us a couple hot numbers?

Shane Metcalf
Yeah. So, some of these things are hard to measure an ROI on. And so, the thing that I go back to is retention. We can go into an organization and through increasing recognition, increasing feedback channels, we keep people at companies longer, we keep the right people at companies longer. Engagement, we’re just starting to play in the engagement game, and so what I’m really excited about is, not too far from now, we’ll be able to run the assessment of engagement, get a score, and then, through the deployment of 15Five, of the check-ins and better one-one-ones, see the impact of that.

And it’s so customizable, so depending on what you’re struggling with as a company, you can then custom-tailor the questions to direct those conversations. So, say, you’re struggling with meaning, say, you’re getting low-meaning scores in your engagement surveys. You can then start asking questions and lead the trainings around, “What actually gives you meaning in your role? Where do you find meaning and inspiration inside the company? And maybe you aren’t finding it. Okay, cool. Well, let’s have a conversation around what that actually look like. Are you just separating your job from meaning and inspiration? Or is there an opportunity to merge those two? And, potentially, also, maybe change roles. Start bringing more of your strengths to the table when you’re actually doing that same role.”

Pete Mockaitis
All right. Well, let’s dig into, so we talked about the basic foundational scaffolding management stuff. Like, we had Bruce Tulgan on the show, and we talked about what he called the crisis of undermanagement and it still haunts me to this day, how I’m guilty of some of that, and how insightful it is in terms of, like, yeah, you actually don’t have a clue unless you’re doing some of these very basic stuff on a regular basis.

So, lay it out for us, what are the basic things that managers need to be doing? And what are the basic questions that need to be asked and how often? Like, give us the one-on-one. Like, what should a manager who’s like doing his or her basic job be doing in terms of conversations?

Shane Metcalf
Yeah, okay. Well, look, and some of this stuff is so obvious that I like to think that, “Oh, well, everybody is doing…every manager is doing a one-on-one with their people at least twice a month.” And so many times that’s not actually happening. So, let’s just start there. Let’s just start with one-on-ones because one-on-ones are a container to be having a conversation. It doesn’t mean you’re having a really high-quality conversation but that’s the foundation, so regular one-on-ones. And then how do you actually design those one-one-ones?

So, first of all, the one-on-one isn’t for you as a manager. It’s not for you to be holding your people accountable and making sure that they’ve done the tasks of their role. This is actually your employees one-on-one. This is the chance for them to actually have a direct channel to you to talk about the things that are either going well, the things they want, career development conversations, blockers, places they’re stuck in solving a problem.

And so, if you can orient the one-on-one as more of a coaching conversation, and, again, this is really kind of starting to shift out of the mindset as a manager, of a task manager, which is we want to be leaving behind, and more into as a coach, “I’m here to help you get your next job.” That’s how I think managers should be thinking about this, is, “I want to help you be successful so that you can go and get whatever job you want. Once successful, you’re going to get a promotion, you can move careers, you can move industries. And so, that’s part of the context here I have as your manager is to help you get your next job.”

Pete Mockaitis
Okay.

Shane Metcalf
And I think from an unhealthy perspective, it’s like, “My job as a manager is to keep you in your place so that you don’t try to take my job,” and that’s an unhealthy approach to management.

Pete Mockaitis
All right. So, there we go, some foundational pieces in terms of the right mindset, helping them succeed, and get whatever job they want, as well as having one-on-ones just occurring on a regular basis, at least twice a month, as you say. All right. And then those one-on-ones is not about, “Do this or this or this or this,” not about accountability on the task checklist but rather about serving them and their needs. And then what are some key questions that are important to cover there?

Shane Metcalf
Sure. Okay. So, other pieces of this that I think are going to be useful in terms of, “How do you then actually maximize your one-on-ones?” is, “Are you setting the right goals? Are you helping your people get clear on what they’re trying to accomplish in their role?” Honestly, we actually should go back to the beginning and really go back to role clarity.

Pete Mockaitis
All right. Let’s do it.

Shane Metcalf
So, kind of surprising but one of the key things to psychological safety that we’ve discovered, not 15Five but Amy Edmondson and all the research being done on psychological safety, is that role clarity is a massive factor of whether people feel safe at work, whether people feel like they actually know what they’re supposed to be working on and what are the expectations, and the actual agreements of what they’re supposed to be doing in their job.

Pete Mockaitis
Yeah, that resonates.

Shane Metcalf
And very few people have.

Pete Mockaitis
It’s like when I don’t know, it’s so like, “What’s important here and what should I be doing? And am I doing it? Am I not doing it? I hope I’m doing it but I can’t be sure.” And, thusly, there’s always a lingering possibility that somebody be like, “Pete, you know what, you’re just not crushing it the way we want you to.” It’s like, “What does crushing really mean in this role, in this organization?” So, role clarity is huge. Most people don’t have it.

Shane Metcalf
And, look, that starts at the beginning. Like, you should be able to take your job description that you’re posting for that job to hire that person. You should be able to. That should be so well thought out and detailed that basically you take that, copy and paste it from the website, and that is that person’s role description. It should actually hold true.

If you want some examples of this, if you go to our careers page at 15five at 15Five.com/careers, you can see what a really well-thought-out job description actually looks like. Because, ultimately, the job description, we call them actual role and performance agreements. It’s the role, this is exactly what we want in this role, and this is exactly the performance expectations. This is what okay looks like, this is what great looks like, and this is what exceptional looks like in this role. So, that right there is something that the manager and the employee should be crystal clear. And it takes a little bit of work upfront but it’s frontloading the work in the beginning to avoid pain down the line.

Pete Mockaitis
Certainly. And so, give us an example there in terms of on your careers page you’ve done the work of showing them before they even apply for the role, “This is what’s up and what we consider great versus okay on those dimensions.” That’s pretty cool.

Shane Metcalf
So, you have that clarity, and then people are coming into that position with that clarity. And then the beginning of that relationship, your first week with your new manager is super important. Lots of research has shown the first 90 days of somebody’s role experience at a job is going to be kind of a determinant of how long they stay. Onboarding is super important.

And, again, another thing that a lot of companies get wrong about onboarding is they make the onboarding all about the company, “Look at our values, and look at what we’re doing, and this is where we’re going. We’re going to be a rocket ship and we’re going to do all these things. Aren’t you excited to join our club?” That definitely has a place but you want to balance it with a lot of attention on the individual that’s actually joining.

Help them discover new things about themselves. Ask them what their personal values are. Discover what their strengths are. What does success for them look like in this role? Because, then, it’s actually, “Oh, wow, this company is curious about me and they’re helping me learn and grow and evolve on my own path.” And that’s going to win every single time. If you help your people learn, evolve, and grow, walk their own hero’s journey, you’re going to get better performance. They’ll either leave your company sooner if they’re not the right fit or they’re going to stay longer if they are the right fit.

So, in the onboarding process, we do what we call a best-self kickoff. This is generally about a two-hour meeting, and so you get assigned a new employee and it prompts you to do a best-self kickoff, which is going through a set of questions designed to really actually build rapport and have the manager and employee get to know each other.

And, again, it’s about frontloading some of the work here so you can build a better relationship. I mean, business is all relationship. Every single thing we do in business actually is about relationship. All collaboration is relationship. So, if you have more rapport, you can have more truth. If you have more truth, you can be more efficient with how quickly bad news gets communicated, how fast you learn about what’s really going on with your people and what the real problems of your company are.

And so, the best-self kickoff is just a series of questions to go through and understand things like, “How do you like to receive feedback? What’s your preferred method of communicating? Which channels do you like to be on? Should I text you? Should I Slack you? Should I email you? Where are your work boundaries? Do you have obligations at home that really have you not be available at certain hours?”

Those are the kinds of questions that so rarely get answered and agreed upon and established in the beginning of a management relationship, and so without those things, there’s a bunch of expectations which are always going to lead to disappointment and people being, like, “Oh, my God, I can’t believe that they didn’t give me a public recognition and just gave me a private high-five.” And maybe they really love public recognition and you would’ve found that out if you’d only done the best-self kickoff.

Pete Mockaitis
You know, that’s so good and I’m reminded of one of our guests, Mary Abbajay, wrote a book about “Managing Up,” and she said exactly this, like, “Here’s something that make all the difference in the world with your manager relationships is to have the conversation about, ‘Hey, what are your expectations and preferences on all these dimensions?’” And so, just get that understanding from each other. And she says that in her experience, like less than 1% of people have had this conversation.

Shane Metcalf
Yes.

Pete Mockaitis
But it makes all the difference in the world in terms of having a great relationship. And so, if you’re not as fortunate to be a 15Five client organization, you can still engage in these conversations and get some of that clarity and expectation setting to proactively diffuse/preempt just a billion kerfuffles and moments of irritation down the road.

Shane Metcalf
Absolutely. And, like, if you can keep kind of an employee dossier where it’s like, “Okay, cool. This person on my team, their family is this. Their strength, their top-five strengths are these. Their preferred method of communication, the way they like to receive appreciation is this way.” You have an incredible resource to have that person feel deeply seen and appreciated.

And that’s how you’re actually going to get the best out of that person. You can give them all the perks and rewards, but if they don’t actually feel seen and appreciated by their manager, it dramatically shortens the life cycle of them at your company as well as it just kind of limits the amount of success and joy they’re going to have in their role at your company.

Pete Mockaitis
And let’s hit the dossier and some of the big points. So, top five strengths, I mean, that’s easy to get a StrengthsFinder or whatnot as well as maybe some reflections.

Shane Metcalf
And it is. So, like, the two evidence-based strengths profiles are Gallup and VIA Character Strengths. At least that’s what my head of people science tells me. And the strengths are really interesting because strengths, I like to say the first time I did strengths, I did my top five from Gallup and I got them and I read the thing, and it kind of felt like a bad horoscope. It’s kind of like, “Meh, okay, kind of resonates. Whatever.” It didn’t really make an impact.

It wasn’t until later that I actually worked with a facilitator and a coach on strengths that the lightbulb really went on. And I think most people are in that kind of bad horoscope relationship to strengths. And strength is unbelievably powerful but it takes a little bit of digging. It takes a little bit more contemplation to really unlock them.

And so, I would highly recommend, if you’re a manager, make a study of strengths. Help your people not just take the strengths assessment but then really be in a months-long conversation, and really you should be in conversations about your strengths your entire career because the more you look into it, the more it opens up, and the more you realize, “Wow, okay, I really could develop these strengths into my superpowers as a professional.”

You want to talk about how to be awesome at your job, it’s strengths. Use your strengths. That’s the secret. It’s that simple and it’s that complex.

Pete Mockaitis
So, a big part of the game is really digging in beyond, “Oh, Activator. Okay,” “Ideation, all right.” It’s like, “No, no, seriously. What are the kinds of places where I’m getting like all these ideas? What’s the kinds of activities I’m doing as I’m getting those…?” To really dig deep such that it’s not just a, “Hey, good for you, Shane. Here’s a star for this strength you’ve got,” but to really zoom in on, “How do I cultivate that into a superpower?” and I guess what I’m finding personally as I do this sort of thing is that a lot of the gain is getting all the stuff that needs doing that are not my strengths done in different ways without me.

Shane Metcalf
Yes.

Pete Mockaitis
And it’s hard. It’s hard to let go of things, whether trusting people, developing processes and systems and talent in others, just like, “This is yours. You own this now. I’m saying goodbye because I’m okay at this and you’re great at it, and it just makes more sense for it to be here,” but it takes a lot of doing to make that handoff.

Shane Metcalf
Yeah. And I think as managers, essentially, we’re orchestrators. We are the ones with the greater responsibility to make sure that we’re helping our people actually understand their strengths. And this is kind of a recent revelation that kind of blew my mind is that every strength has a need and a contribution. Like, “What does this strength want to contribute and what is the need of this strength?”

And you can go look up like Gallup strength needs. I think you’ll find a chart on this. But it kind of opened my eyes of like, “Wow, right.” Like, part of what’s so difficult about designing cultures and designing really thriving companies and cultures is that, fundamentally, I think culture is about meeting human needs. And so, we have universal ones around belonging, and connection, and esteem, and growth, and autonomy, and mastery, and all these things. But then there’s the nuance ways that it shows up.

And, okay, Pete, you have a different top five strengths than me, I’m assuming. And maybe we have the exact same ones. It would be interesting to compare but those are all going to have their own unique combination of needs to feel truly fulfilled. And so, designing a culture where you can meet a broader range of human needs is how you win the culture game.

Business, traditionally, was like, “Hey, we only care about you as a professional. You’re a cog in the machine. We don’t even really care about your thoughts about things, let alone your feelings about things.” And, now, we’re just broadening the scope of this. We’re saying, “Actually, we want to support you in having a great life as well as a great career, because we’re in personal development as also professional development. And so, we’re going to support/nourish the whole being, the whole human.”

And I think there’s distinctions there because we’re not actually supporting the whole human. There are parts of us that truly are better off to not be addressing in the professional context. But there’s a much broader range of the whole human that we can address as business leaders than we’ve traditionally been led to believe.

Pete Mockaitis
Yeah. Okay. Well, so I love it, Shane, how you walked us back a little bit and we zoomed out and we say, “Let’s just get the fundamentals in terms of role clarity, understanding expectations associated with the role and how we cared to interact with each other, having that deeper sense of person knowledge that builds out the dossier with the top strengths and such.”

So, then now that we’ve established some of the fundamentals that almost no one establishes, let’s hear about some of these one-on-ones. What are some of the questions and content that we should be covering over and over again?

Shane Metcalf
So, again, it’s not only because it’s part of one of the main products in our platform but because I think it’s actually good practice and the science backs us up on this, is asynchronous check-ins that lead into your one-one-one. And so, what I mean by that is take a few minutes to write down the answers to some basic questions in advance of your one-on-one.

And those, “Where are you stuck? What do you need help with?” there’s a great quote, “A problem well stated is half-solved.” Get your people to state their problems and articulate exactly where they’re stuck, and they’re already half-solved. They’ve already done part of the work.

Pete Mockaitis
You know, this reminds me of just, I don’t know, junior high, high school, maybe middle school, I know, learning ages. Some folks would ask a question of the teacher and it was just, “I don’t get it.” And you can even see the teacher is frustrated, like, “I guess I could repeat what I just said. I mean, I don’t know,” versus, I noticed that the good students would ask the more specific questions, like, “Okay, wait. So, what’s RNA polymerase’s role in this whole DNA process that’s going down here? Because I see what these things did but what’s the RNA polymerase?”

So, yeah, I think that that’s well-said in terms of we have a little bit of precision and clarity and specificity associated with, “This is where I need help. This software platform makes no sense to me and I’ve asked four different people, like, how the heck to do this thing and none of them seem to have a clue. So, I need to know how to do this function in this software platform,” which is way more specific than, like, I don’t know, “Expenses suck,”

Shane Metcalf
Yeah, of course, but I also know that we have heard. Anyone who’ve been in business has heard ridiculous complaints that are only complaining and aren’t actually addressing the problem. Instead of saying…and so instead of like getting into your one-on-one, and then the person just bitching about expenses, you’ve already asked the question, “What are you struggling with? Where are you stuck?” and they say, “I’m really struggling with my expense report. I just don’t understand how to classify the lunches that I’m supposed to expense, and it just really confuses me and it just hurts my brain.”

The beautiful thing is that does not belong in a one-on-one. That is something that you can then go and answer ahead of the one-on-one, and say, “Oh, you categorize it as a benefit, a company benefit, category 12.” Boom. Done. Handled. Cleared. And then you can get into the deeper meatier issue of maybe like they also bring up that, and maybe they put this in private comment, “I’m really having a hard time with Sally, and we’re having a lot of conflict, and I’m pulling away on that team.” That’s the kind of meaty stuff that that one-on-one can be of use to coach this person on and to challenge them, and to actually challenge them through the values of the company, to challenge them to lean in and go direct with that person.

So, “Where are you stuck? What do you need help with?” phenomenal question. “What’s going well? What are you proud of? What are you celebrating?” The power of small wins cannot be underestimated. There’s a great book, a woman Teresa Amabile wrote The Progress Principle, and it’s all this research they did on what actually makes the biggest difference in improving somebody’s inner work life. And so, they had a bunch of professionals keep these journals of tracking their inner work life, how actually they were feeling at work.

And the number one determinant they found was an experience of making progress on meaningful work. And one of the easiest hacks that create a sense of progress was they actually record the small wins. And so, those are kind of just preliminary basic questions that you’d be asking ahead of one-on-ones so that you can then go in and actually have that time to get into the heart of what this person really wants.

And sometimes that’s problem-solving with issues at work, and sometimes those are actually career conversations of “What do you really want?” Like, okay, like you’re pretty happy in this role, but you know that sales isn’t actually what you want long term, and you want to start thinking about maybe actually products is calling your name, or maybe customer success is that.

And so, that’s where we get to put on the coach hat and really start thinking about, “How do I help this person get clear about what they want? And then once they know what they want, how do I help them get it?” In my experience, it’s that even when that person…even when that conversation leads to helping that person get clear that they don’t want to work at my company, it’s a good thing because they’re obviously not going to be fully engaged if they don’t want to be there.

And if you help them pursue their career as a DJ and quit, we actually had somebody do that. They were like, “Yeah,” because we hold these annual in-person company retreat, and I had an aspiring DJ and he loved DJ’ing the retreat so much he was really inspired. And through a lot of support from us, actually went to pursue his career to produce electronic music.

And, for me, that’s just the coolest. As an entrepreneur, as a founder, those are the stories that fill me up because when people actually come into alignment with doing what they actually want to be doing in life, that’s how we’re awesome at our job. That’s when we’re not wasting our time doing something we don’t want for a paycheck. It’s like doing a job we don’t like to make money for a house that we don’t ever spend any time in, and that’s just a miserable cycle. And I think we can do better in the business world on that.

Pete Mockaitis
Yeah, that’s great. Thank you. Well, Shane, we hit some big ideas and I’d love it if maybe you could just give me a couple just like, hey, top do’s and don’ts. You’ve looked at a lot of research, seen a lot of correlations across a lot of things as people are checking in and have the exchanges and answering questions. Can we wrap it, before we hear some about your favorite things, just a couple top do’s and don’ts based on what you’ve learned on management from your unique vantage point?

Shane Metcalf
Do get personal. There’s obviously nuance to this. But care about the whole person. Care about what they really want. Get curious about what they want out of life, what they want to experience, how they want to grow, and what they want to contribute. Go back to those three questions and dig deep and really understand who this person is and what are their intrinsic motivations in life. That’s going to build a better relationship. It’s going to establish more trust. And it’s, ultimately, I think going to produce a more productive working relationship.

Don’t. Don’t neglect your people. Don’t skip your one-on-ones. Don’t always cancel them because something more urgent came up. That’s going to communicate that you don’t care, that that person is not really important, and that you aren’t invested in their growth and development.

Do study strengths. Go deep into StrengthsFinder. Understand your own strengths and be really honest with yourself whether you like managing and whether managing other people is something that you want to do and you’re intrinsically motivated by. Or, is it did you get into management because it was the only way up the career ladder but, really, you’d love to actually still be coding and doing IC work?

That’s a really interesting one because most companies have it setup as a trap. Why do we have so many crappy managers that shouldn’t be managers in the first place? Because it’s the only way to gain social status and make more money. So, as company builders, as HR professionals, we need to design career progression tracks that accommodate for other ways of progressing in the company other than just being a manager.

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

Shane Metcalf
This is a poem by this guy Jed McKenna that wrote books on spiritual awakening. It’s pretty short. It’s called Open Sky.

“If you are not amazed by how naïve you were yesterday, you are standing still. If you’re not terrified of the next step, your eyes are closed. If you’re standing still and your eyes are closed, then you are only dreaming that you are awake. A caged bird and an open sky.”

Pete Mockaitis
All right. Thank you.

Shane Metcalf
And so, stay on that own bleeding edge of your development, your own evolution. We need to be on a continual journey of examining our own beliefs, reexamining what we hold as true. Adam Grant just came out with a really cool new book called Think Again which is about questioning our underlying assumptions about things and rethinking how we approach the world. And we need to be doing that. The world is changing, our jobs are changing. If we don’t reexamine them, we will be left in the dust.

Pete Mockaitis
All right. And a favorite book?

Shane Metcalf
An Everyone Culture: Becoming a Deliberately Developmental Organization. Phenomenal book about, “How do we actually create cultures that focus on developing all the humans inside of them rather than just our high potentials?” And that learning and development is something that needs to be baked into our daily process rather than to some retreat or an offsite.

Pete Mockaitis
And a favorite habit, something you do that makes you awesome at your job?

Shane Metcalf
Oh, hanging upside down.

Pete Mockaitis
No kidding?

Shane Metcalf
Phenomenal habit. Can’t recommend it enough. Various ways of doing it, everything from an inversion table to like a yoga swing. And so, every morning I do my Morning Pages, I write out three pages, handwritten, of stream of consciousness, and then I hang upside down for five to ten minutes. And then the other one inside of that is Wim Hof breathwork to alkalize the body, oxygenate the whole system. That’s kind of like my trifecta right now is Wim Hof breathwork, Morning Pages, hanging upside down.

Pete Mockaitis
Okay. And is there a particular nugget you share that connects, resonates with folks; they quote it back to you frequently?

Shane Metcalf
The journey of helping somebody become their best self is a long-term commitment. It’s not something that just happens once where you have a momentary commitment to somebody. It really is a long-term journey, and we need a long-term commitment.

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

Shane Metcalf
Yeah, so you can sign up for our content at 15Five. You can just go to our blog. I think it’s at 15Five.com/blog. You can find me on LinkedIn, Shane Metcalf. You can also follow our podcast HR Superstars where we’re interviewing kind of the leading experts in HR, people operations, culture, management, leadership. And that is you can find that at HR Superstars if you just search in any of the major platforms.

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

Shane Metcalf
Yeah. Really understand if that’s the job you want. If you fell into your life kind of by accident, and now are just in the habit of inertia, and feel like you can’t actually break out, and that’s a really dangerous place to be. Because if you’re just staying in your job because, “Well, what else would I do? Or, I don’t know how to do anything else,” it probably means you haven’t really examined the rest of the options.

And we’re always free. We can always make new choices even if it means some sacrifices and to kind of shake things up in a pretty radical way, but life is short. Let’s really actually live the life that we want to live and connect with our deeper sense of purpose and passions and be aligned with what we truly are meant to be doing here.

Pete Mockaitis
Shane, this has been a treat. Thank you. I wish you and 15Five all the best.

Shane Metcalf
Pete, thanks so much for having us.

635: Shifting Your Team from Survival to Performance through Psychological Safety with Dr. Timothy Clark

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Timothy Clark says: "It doesn't matter what your role is, you are an architect of the culture."

Dr. Timothy Clark discusses the specific benefits and behaviors associated with high-performing, psychologically safe teams.

You’ll Learn:

  1. How to combat the culture of fear 
  2. Why to encourage intellectual friction
  3. Tips that boost your credibility at work 

 

About Tim

Tim is founder and CEO of LeaderFactor and is based in Salt Lake City, Utah. 

Tim ranks as a global authority in the fields of senior executive development, strategy acceleration, and organizational change. He is the author of five books and more than 150 articles on leadership, change, strategy, human capital, culture, and employee engagement. He is a highly sought-after advisor, coach, and facilitator to CEOs and senior leadership teams. He has worked with leading organizations around the world. 

Resources mentioned in the show:

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Timothy Clark Interview Transcript

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

Timothy Clark
Thanks, Pete. Thanks for having me.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom. First, could you tell us about your experience growing up with the Navajo. That’s kind of interesting.

Timothy Clark
It’s kind of a unique thing, isn’t it? Yeah, so I spent my early boyhood in southern Colorado, kind of in the Durango area, and the reason that we were there is that my dad, out of college, he took a job as a teacher among the Navajo, and so I kind of grew up with them, which is, you may know, or some of your listeners may know, it’s a big tribe. It’s the second largest tribe next to the Cherokee. And, yet, as a child, I mean, that was pretty natural, normal environment for me. I didn’t know anything different. But it turned out that that became kind of a defining experience in my life as it relates to differences and inclusion and things like that.

Pete Mockaitis
Well, we’re going to talk about some of that when it comes to psychology safety. First, can you define that term and tell us why it matters?

Timothy Clark
Sure. So, psychological safety, I can define in five words. It means an environment of rewarded vulnerability.

Pete Mockaitis
Well done.

Timothy Clark
So, think about that. You’re in any social environment, social collective, organization, do you feel that, if you’re vulnerable in some way, that that’s going to be rewarded or punished? That’s the difference. That’s really what we’re talking about.

Pete Mockaitis
All right. Well, so that sounds like a pleasant thing to have. Can you share some of the hardest-hitting research that really shows that that’s important for teams? Like, what do we have to gain or lose when we have it or don’t have it? And if you could put some numbers to it, that’d be awesome.

Timothy Clark
Yes. So, the difference between having it, Pete, and not having it is profound. Think about it as if you’re a player on a team, you’re playing offense or defense. If you’re playing defense, then what that means is that you’re managing personal risks, you’re in a mode of loss prevention, self-preservation, and so you’re taking a certain amount of your productive capacity and you’re using it to protect yourself.

So, that means that you’re going to offer a survival response instead of a performance response. If the psychological safety is there, if you feel safe in that environment, then you’re going to offer performance response, which is a very, very different thing. So, the difference is profound and what that translates into is productivity, it translates into innovation, it translates into business impact. So, that’s kind of a short way of describing the difference.

Pete Mockaitis
And I suppose there’s a whole continuum associated with, it’s not just binary, “Yup, psychologically safe,” or, “No, not psychologically safe.” But I imagine there’s kind of like tiers, levels, or a gradient there. And so, I guess one story that comes to mind for me is I remember one of my first jobs, I was an intern, and my buddy Dan and I, we kept writing emails that somehow seem to like tick people off or offend them accidentally without us intending to.

And so, we would spend a fair bit of time doing what we joked around, we call it PCS, political consulting solutions, and we’re just like, “Hey, could you read this email and see every way that you could conceivably take it the wrong way, and help me change my words so that I don’t do that?” And so, we spent a fair bit of time doing this. And I guess we’re kind of newer to the professional workforce, and maybe some of that is a skill you need. But there’s a part of me thought, “You know, maybe if we could all just chill and assume positive intention on the other part, we could skip a lot of this time that’s not really productive.”

Timothy Clark
Well, that’s true and so we have to think of it on a continuum. As you said, psychological safety is not binary; it’s a matter of degree. And as we enjoy more psychological safety, we are able to engage in different acts of vulnerability and we’re able to climb a ladder of vulnerability. So, let me explain that a little bit, and we know this is based on a global survey research that we’ve done.

If you come into a new social setting, a new team, new organization, the first thing that most people are concerned about, and when I say most, I mean 92% because this is what the survey research says. What people are most concerned about is, “Do I belong?” That’s the question they’re asking, “Do I belong?” And that’s the first question in the natural sequence.

And then we go to the second question. The second question is, “Am I growing?” And in order to answer that question, you have to be able to learn in that environment. The psychological safety has to be sufficient that you’re able to ask questions, give and receive feedback, make mistakes, experiment, so, that’s the second question, “Am I growing?”

The third question is, “Am I contributing?” So, that takes you to the third level or stage of psychological safety. And to contribute is also, really, a very basic human instinct to want to make a difference, to be able to participate in that value-creation process.

Then we go to the very highest rung on the ladder of vulnerability. And that highest rung allows us to challenge the status quo. So, the fourth question is, “Can I challenge the status quo?” What does that mean? Without retaliation, without retribution, without jeopardizing my personal standing or reputation.

So, out of the research, what we were able to excavate is that there’s this natural progression of stages of psychological safety. So, stage one is inclusion safety, stage two is learner safety, stage three is contributor safety, and then, as I said, stage four is challenger safety. Can you challenge the status quo? And what we find is that when we go from social setting to social setting, wherever we are, it’s not the same. Sometimes the psychological safety is very low, sometimes it’s kind of in the middle, sometimes it can be quite high which can allow us to do some pretty astonishing things as individuals.

So, that’s what I’ve been up to with the research, Pete.

Pete Mockaitis
Oh, I love it. And when we say astonishing things, can you give us a story, an illustration?

Timothy Clark
Yeah. So, actually, we keep doing case studies of this, but to preface my response, let me go back to Google’s Aristotle project, which I think they kicked off in about 2013, and they studied 180 of their own teams to try to figure out, “Well, what are the defining characteristics of our most high-performing team, because we have all these teams? And the teams are filled with highly intelligent, very talented people, but they don’t perform at the same level. Some really have a hard time getting off the ground. Others are soaring and they’re innovating and they’re doing some pretty incredible things.”

So, for example, we were just working with a client that’s in the construction business, and they put together several teams to try to figure out how they could innovate. And some of the best innovations came from some of their least, at least this is the way they said it, their least talented teams, where these are the people that you would pick last to be on your team.

And so, what we’re learning is that psychological safety becomes this incredibly important enabling condition that allows people…it gives people respect, and it gives them permission to jump in, dive in, lean in, and they have peak engagement experiences. They have career best experiences. They do things that they didn’t think they could do. And we’re seeing this over and over again.

Pete Mockaitis
Oh, I love that. Now, we’re going to talk about how to get there, although I think some maybe hard-nose folks would perhaps suggest, “Oh, Tim, I mean, come on, don’t we just need to have a thick skin and just put it out there and make it happen?” I imagine it’s not so simple.

Timothy Clark
No, it’s not. In fact, Pete, one of the case studies that I give in the book that illustrates this point is that, in the United States at least, a student drops out of high school every 26 seconds. Now, that’s a tragedy but what is even more illuminating about it is that the research shows that most of these students, the vast majority of these students, barring some legitimate learning disability, they can do the work. The reason they drop out of school is because they didn’t have the support, they didn’t have the encouragement, they lost confidence, and they called it quits.

So, what we know about learning is that it is both intellectual and emotional. You cannot separate those two tracks. And so, if you just say, “Oh, you just need to have a thick skin,” well, do you think that that is really all that different in adults, in professionals who are in the workplace? They learn very, very quickly that if they challenge the status quo and they get their heads chopped off, they’re not going to do it anymore. They will retreat and recoil into a mode of personal risk management because what happens is that if the psychological safety is not there, if you’re in fear-based organization, or fear-based team, the fear triggers what we call the self-censoring instinct, and we all have one.

If that self-censoring instinct is triggered or activated by the behavior of other people, we catch on pretty quickly. And so then, we self-censor; we do not contribute all that we are capable of contributing. And that is a universal pattern across demographics, across cultures, across nations. So, does it matter? Oh, it matters. Think about the unintended consequences of how it matters when it relates to productivity, innovation, overall performance. Yeah, it matters.

Pete Mockaitis
All right. And maybe if you could clear a misconception, I have heard or internalized somewhere that psychological safety may alternatively be defined as something like the ability to express what you really think without fear of reprisal. And I see a Venn’s diagram in my mind’s eye. There’s a good overlap with your definition but, also, it’s different. So, could you lay it on there, is there a distinction there? And I imagine there’s some form kind of ground rules, like, “Well, you can’t say anything.” But I don’t know, is it like 97% of things are acceptable, barring, which is wildly inappropriate, offensive, aggressive? How do you think about that?

Timothy Clark
Yeah. So, the way that I think about that is that, first of all, let’s go back to psychological safety is a function of two things. It’s a function of respect and permission. And so, we have to maintain, in order to maintain high levels of psychological safety, we have to maintain high levels of respect and permission.

So, what that means is that we patrol the boundaries of respect when we are engaged in dialogue and discussion. So, what that means is, as a practical matter, if you’re a member of a team and we are debating issues and we’re trying to solve problems, and we’re trying to figure out solutions, we do need a high level of intellectual friction. We do need creative abrasion and constructive dissent. We do need hard-hitting dialogue.

The only way you’re going to maintain that, however, is that you have to manage the social friction down. So, the intellectual friction has to go very high but the social friction has to stay very low. The only way you can do that is by maintaining respect interpersonally. So, what does that mean? That means personal attacks are off limits, and we’re going to be careful about what we’re saying. Now, we’re not going to coddle each other, right? We need a high tolerance for candor and we need to debate issues on their merits but we’re not going to attack people personally. We’re not going to demean or belittle or marginalize or embarrass.

If we move into that kind of behavior, then it shuts down our intellectual friction and we’re not able to make the breakthroughs that we need. So, we have to manage the respect and the civility in that dialogue.

Pete Mockaitis
Okay. Well, so let’s zoom into maybe some particular interactions and how they can be conducted optimally. I’m thinking, let’s just say someone says something that you find frustrating in the sense of, I don’t know, for any number of reasons, I don’t know, “We’ve been over this a dozen times before,” fill in the blank. So, I mean, what you laid out there in terms of things that are out of bounds, I could see, like, you’re not going to demean or shout or whatever, but I think it’s quite possible that we could have some nonverbal cues that can be tricky in terms of our vocal inflection or like a sigh. How do we play that game? You’ve got emotional reactions to stuff people say and they can pick up on those and not feel so safe afterwards. What do we do?

Timothy Clark
Well, I think that’s true, and so it’s not just verbal. As you say, it’s the nonverbal. Take, for example, think about all of us who are working virtually during the pandemic, we’re working with a distributed workforce, we’re on some kind of virtual platform. And so, our interactions, so I see from the shoulders up, and what am I relying on? I’m relying on some gestures. I’m relying on your facial expressions. I’m relying on your vocal characteristics.

It’s okay to be frustrated. It’s okay to be human that way because that communicates some very important things but it crosses a line when it becomes disparaging, when I’m rolling my eyes, when I’m being dismissive of what you’re saying. So, there’s a line there of respect and of acknowledgement for what you’re saying. Even though I may vehemently disagree, and we need to be able to have that discussion on the merits, but, again, I still think the whole key is that you’re maintaining the civility and the respect, and you’re having marvelous disagreements at the same time.

Can you do that? Yeah, you can do it but it takes practice. It takes practice.

Pete Mockaitis
Marvelous disagreements is a great turn of phrase. Thank you. And then how do we do that practice? Like, what does that look like when we are trying to build those skills?

Timothy Clark
Yeah, that’s a great question, Pete. So, what we did is we, our team, our research team, we put together what we call a behavioral guide, and we identified very concrete behaviors that are associated with each of the four stages of psychological safety. Let me give you some very concrete examples.

So, for example, with stage one, inclusion safety, it’s very important that you learn people’s names, you learn how to pronounce them, and you use people’s names. Now, that’s very, very simple. Here’s another one, and this one is backed up by research that’s come out of the MIT Human Dynamics Lab. When you are speaking with someone, even virtually, face them with your entire body. Don’t swivel. Don’t look at them from an angle but face them with your entire body because it communicates a different level of acknowledgement and interest and attention to what they are saying. Those are just a couple of examples.

We’ve put together about 35 specific concrete behaviors for each of the four stages of psychological safety. And so, what it comes down to is practicing those behaviors. So, for example, if you want to elevate inclusion safety, stage one, then you need to engage in behaviors that invite, that share, that solicit feedback and input, and you’re acknowledging other people. So, there are examples, there are behaviors that do that very naturally. Those have to be practiced over and over and over again in order to shift the prevailing norms of a team.  Yes, it can be done but you got to practice.

Pete Mockaitis
Tim, this is so much gold. Tell me, first of all, how do we get this behavioral guide?

Timothy Clark
Oh, this behavioral guide, you can just go to our website and it’s a free download. And I can also send you a link, Pete, so that you can have it available on your site.

Pete Mockaitis
Oh, yeah. We’ll totally put that in the show notes. And so, okay, 35 for each of the four, or a 140 total.

Timothy Clark
A hundred-forty total.

Pete Mockaitis
I’m going to play 80/20 with you here. Can you give me the top three? And I’m going to say top in terms of it’s high impact, and it’s maybe frequently overlooked, and it’s relatively easy to make the shift. For example, I think that names is awesome, and facing with your entire body is great. Like, I can do that right now. Can you give us maybe another one for the belonging or inclusion, and then maybe the top three for the other three stages?

Timothy Clark
Okay. I don’t have them in rank order but I’ll take a shot. So, let’s go to stage two, first of all, to learner safety. So, for learner safety, one of the concrete behaviors that’s in the behavioral guide is that you need to publicly share mistakes that you’ve made. Okay, that’s one. A second one is to ask for help from someone of lower status than you. So, that’s another one. Another one for learner safety is to acknowledge when you don’t know something and do that very publicly.

Now, let me build on that because we can keep going. I’m going to skip for just a minute all the way to challenger safety, stage four, because this is the toughest one. So, here’s one, number one, weigh in last. If you have positional power, absolutely never speak first, give your opinion or your point of view first. You weigh in last. Another one is to publicly change your opinion so the people can hear that you’ve been influenced and that you’re changing your opinion or your point of view on something. Here’s another one. Formally assign dissent.

So, for example, say, we’re debating an issue or, say, we’re thinking about taking a course of action. Then what I would say is I would say, “Okay, you, you, and you, we’re assigning you to be our loyal opposition. We’re assigning you to dissent. So, as we go through this discussion, we want you to tell us what’s wrong with our point of view, what’s wrong with this proposed course of action, where are the flaws, shoot holes in it, and we’re giving you this as an assignment.”

The reason this works so well, Pete, is because if we assign dissent, we are trading your personal risks for public permission. And as soon as I give you public permission, you don’t have to use your personal risk, you’re going to be much more likely to do it. It changes the entire dynamic of the team. So, I kind of bounced around a little bit but let me give you another one. It goes back to inclusion safety. This just came to mind. It’s called hop-on hop-off  interviews.

Have you ever been to a city where you’re a tourist and they have these hop-on hop-off buses and you go around the city and you hop off, and you look at particular tourist attraction, then you get back on the bus and you keep going? It’s a similar concept. If someone comes in, a new member comes in, you assign that member an escort and a guide.

And that escort takes you around to the other team members, and you have very brief hop-on hop-off interviews of 5, 10 minutes each where you literally make the introduction to each person on the team, you say, “I’d like you to meet Pete. He’s a new member of our team.” Then you tee up a few questions and you accelerate the normal pace of social integration.

So, this happened to me, Pete. Let me give you an example. So, in college, in graduate school, I spent some time at Seoul National University in Korea, and they gave me a place in what was called the Social Science Research Center. As soon as I got there, the director, he introduced himself to me, and he said, “We’re so happy to have you here. I’m assigning two graduate students to be your guides, so here they are, and they’re going to take you around, and you’re going to meet every single member of the center, every faculty member, every graduate student.” So, they did that exact thing and then they took me to lunch.

Can you imagine how I felt? In the first day, we accomplished as much social integration as you would accomplish maybe in a month. I don’t know, maybe longer. So, what we’re saying is that there are these very concrete behaviors that accelerate and they elevate the psychological safety, and they absolutely work. Those are just some examples.

Pete Mockaitis
Yeah, that’s so good. Now, let’s see. Did we get some for the contributor safety?

Timothy Clark
Contributor safety, okay. Contributor safety, let’s go back to what that means. Contributor safety means that you feel free and able to contribute as a full member of the team, to make a difference using your talents and skills and experience and knowledge. So, for contributor safety, I would cite, let me see, one example is that what you do, if you’re the leader of the team, you talk about the things that you have tried that did not work.

So, you talk about mistakes very openly because what happens is, and we know this from research, is that when we’re contributing, we’re very tentative, especially if we’re new, we don’t have the informal permission rights that we would want to have. And, usually, a team grants those slowly over time. Well, we don’t have time to wait for that.

And so, if, as a leader, you can say, “You know what, I tried this and it didn’t work out that well. I tried this and it was okay. We had a little bit of ,” but you’re very forthcoming with trying to solicit contribution from the person so the person is not standing on the sideline very tentative, very reluctant to dive in. And so, you model that, number one. And then, number two, you protect that person in the process.

So, let me give you another one that is a pattern that we see very clearly. So, that pattern is, for contribution, that you invite contribution but you provide autonomy with guidance. And the reason is that the more autonomy that I have, the more likely that I’m going to take ownership for something. Then if something goes wrong, you’re going to protect me in that process. So, there’s got to be some reassurance that if I’m venturing out and I’m going to try some things and I’m going to contribute, that I’m going to receive some level of protection in that process.

Pete Mockaitis
And when you say protection, can you give us a couple examples of what that means in practice?

Timothy Clark
Yeah. So, for example, there is interpersonal protection. Interpersonal protection means that you’re protecting me from embarrassment, you’re protecting me from demeaning or belittling or that I might feel humiliated. I’ll give you an example.

So, early in my career, I was in manufacturing and I would have ideas about performance improvement, for example, for a process but I didn’t want to say anything because I was a rookie and I didn’t have permission rights, the informal socio-cultural permission rights. But I had a manager that could tell, he could just read my body language, and he would say, “Tim, I think you’ve got something to say. I think you’ve got an idea.”

And he would coax it out of me, and then I would give the idea. And it may have been a foolish idea, a silly idea, but he would protect me in that process so that nobody else around the table, nobody else on the team, would ridicule that idea even though I was a rookie. So, he gave me protection, interpersonal protection within, in the context of the group dynamics, so that I would do it again because he wanted me to do it again and again and again. If you get shot down, you’re not going to do it again.

Pete Mockaitis
And so, how would he verbalize that, or would he speak to other teammates, or just continue leading the meeting with an affirmation, or like what kind of verbiage was unfolding here?

Timothy Clark
Yeah, it was pretty subtle. He would just say, “Yeah, I could see where you’re coming from. That may have some merit. What do the rest of you guys think about that?” So, just subtle cues both verbal and nonverbal.

Pete Mockaitis
Got you. Thank you. Well, now I’m curious. If, let’s say, an individual contributor is in an environment that they say, “Wow, I want that and I don’t have that psychological safety,” what can they do? I mean, I guess they could quit and try to find a better environment. But are there any tools in terms of how we run our own brain or how we might try to advocate, instigate for getting a healthier environment?

Timothy Clark
Yeah. What I would say in response to that question, Pete, would be that if you’re an individual contributor, and contributor, you, by definition, probably don’t have  power and so you feel at a disadvantage. You may feel that you have no ability to influence. What I would say is build your credibility, build your platform of credibility, based on your competence, little by little so that people will listen to you because, then, if you keep doing that, little by little, you’ll be able to influence your peers and then your boss.

So, it’s kind of, this is the opposite of top-down. You don’t have positional power so you’ve got to create a beachhead of influence. And the way that you do that is, first of all, do your job and do it extremely well. Be very, very good at what you do. If you’re not good at what you do, people are not going to take what you say seriously. You don’t have credibility. So, you’ve got to get good at what you do.

You need to become good at asking good questions. Even though you may be new, even though you may be inexperienced, if you ask some thoughtful, reflective, good questions, you can build credibility in the questions that you ask even though you don’t know the answers because people can see that you’re being reflective. So, I think there are several ways to come at it but you’ve got to start with your own credibility. That’s what I would say.

Pete Mockaitis
All right. And any tips for insulating our brains from the barbs that might be coming our way?

Timothy Clark
Yeah. I would say that it really is worth your while to try to not take things personally even when they are meant to be offensive or people are taking shots at you. I think it only works to your advantage if you are patient with the egos and the insecurities of the people around you. I’ll give you an example.

So, I did a kind of a roundtable discussion with a whole group of women of color the other day. It was absolutely fascinating. And the one insight that I gained from them that was bigger than anything else is they said, “You know what, this is what we do. We have learned to take some shots, to take some insults, to absorb those but then to focus on building our own credibility.”

Now, there are, of course, times when it goes too far. I mean, if we’re talking about bullying or harassment or public shaming or outright manipulation, that’s completely out of bounds. But they would absorb a certain amount of, I guess, rude or just impolite behavior. They wouldn’t worry about it too much and they would work on their own credibility in terms of their ability to contribute, in terms of their ability to collaborate. And they said that was an accelerator for them, and I thought that was so interesting because they said, “Look, we have barriers to overcome and we’ve learned.”

Now, of course, we have a ways to go in many of our organizations but I thought that was a particularly important insight. Don’t get tipped over by little things that people say or do even when they, perhaps, were not done with the best intent. Be forgiving and just show how  you are in your response patterns, and you will earn trust and credibility that much faster.

Pete Mockaitis
That’s good. And I think when you are in that place where you’re doing some forgiveness and that sort of fuels determination in terms of, I guess, the term killing them with kindness comes to mind, it’s like, “I’m going to take this masterfully.” And in so doing, you stick it to them.

Timothy Clark
That’s right. That’s right.

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

Timothy Clark
Well, I would just say that every team is on a journey of psychological safety. Psychological safety is dynamic, it is delicate, and the job is never done. So, even if you’re not a leader, now, this is something that I think we really need to clarify. It’s not just the leader’s job. Now, does the leader set the tone? Sure. And is the leader’s modelling behavior perhaps the most important factor? Yes, that’s probably true.

But every member of the team has a role as an architect of the culture. All of the individual contributors, it doesn’t matter what your role is, you are an architect of the culture. You are radiating influence every single day, there is no off switch, you can’t turn that off. You cannot turn off the influence that you’re radiating, so keep that in mind. So, you’re either leading the way towards higher levels of psychological safety or you’re getting in the way, but you’re not a neutral party.

So, regardless of your role, regardless of whether you have positional power or not, please understand that you are an architect of the culture.

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

Timothy Clark
Well, I’m going to go real simple, Pete, with you on this one, and that is that, “The best synonym for leadership in the English language is influence.”

Pete Mockaitis
All right. Thank you. And a favorite book?

Timothy Clark
I’m going to go with an oldie but a goodie, The Effective Executive by Peter Drucker. It was published many years ago, still extremely timely and relevant.

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

Timothy Clark
Yeah, what I do, Pete, is I have a habit of writing down concepts, thoughts, ideas, insights. This is something that I’ve done for years and years and years, and it’s one of my favorite habits, and it’s the return on investment for that habit has been enormous. So, I used to use a pad of paper and pencil. Now I just use my phone but I am constantly just trying to capture insights and thoughts and observations. And I put them in no particular order, I call it my gristmill file. It’s just filled with stuff. And then I just go back through it and I make connections. That’s been, well, it’s one of my favorite habits.

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

Timothy Clark
Yeah, honestly, lately, it really is the five-word definition of psychological safety – an environment of rewarded vulnerability. That seems to be resonating massively with people.

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

Timothy Clark
Sure, yeah. Just come to our website LeaderFactor.com. We’d love to see you. And you can certainly follow me on Twitter or visit me on LinkedIn, Timothy R. Clark.

Pete Mockaitis
And at Leader Factor, we could find those 140 behaviors?

Timothy Clark
Absolutely. Yeah, downloadable, fantastic resource, and absolutely free.

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

Timothy Clark
Yeah, I would say try to do a baseline, ask yourself this question with your team or the environment in which you work, “Do you belong? Are you growing? Are you contributing? Do you feel free and able to challenge the status quo?” Ask those four questions to baseline the level of psychological safety on your team.

Pete Mockaitis
All right. Tim, this has been a treat. Thank you so much and I wish you many psychologically safe adventures.

Timothy Clark
Thanks, Pete. it’s been a pleasure to be with you.

631: Accelerating Growth through Coaching with Andrea Wanerstrand

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

Andrea Wanerstrand shares how widespread coaching has helped transform Microsoft.

You’ll Learn:

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

About Andrea

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

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

Resources mentioned in the show:

Andrea Wanerstrand Interview Transcript

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

Andrea Wanerstrand
Hi, Pete. How are you today?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
Is that the Michael Bungay Stanier coaching habit?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
That’s huge.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
Awesome.

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

Pete Mockaitis
And a favorite habit?

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

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

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

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

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

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

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

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

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

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

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Mike Robbins discusses the four features of peak performing teams.

You’ll Learn:

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

About Mike

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

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

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

Resources mentioned in the show:

Thank you, Sponsors!

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

Mike Robbins Interview Transcript

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

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

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

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

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

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

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

Pete Mockaitis
Oh, man.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Mike Robbins
Sure.

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

Mike Robbins
That’s true.

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

Mike Robbins
That’s true.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Mike Robbins
Right.

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

Mike Robbins
Really? Interesting.

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

Mike Robbins
Right.

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

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

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

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

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

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

Pete Mockaitis
Sounds right.

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

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

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

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

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

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

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

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

Pete Mockaitis
Right.

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

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

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

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

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

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

Mike Robbins
Very much.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
And how about a favorite book?

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

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

Mike Robbins
A microphone for my podcast.

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

Mike Robbins
Well, I appreciate it.

Pete Mockaitis
And a favorite habit?

Mike Robbins
Meditation.

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

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

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

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

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

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

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

Mike Robbins
Thanks, man. You too.

577: How to Manage and Engage Remote Teams with Kevin Eikenberry

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Kevin Eikenberry says: "Leadership first, location second."

Kevin Eikenberry discusses the small, but powerful changes leaders must make when managing remote teams.

You’ll Learn:

  1. The foundation of successful remote teams
  2. How to measure your remote team’s productivity
  3. Top tips for facilitating better online communication

About Kevin

Kevin Eikenberry is a world renowned leadership expert, a two-time bestselling author, speaker, consultant, trainer, coach, leader, learner, husband and father. He is the Chief Potential Officer of The Kevin Eikenberry Group, a leadership and learning consulting company that has been helping organizations, teams and individuals reach their potential since 1993.

Kevin also is the creator and content developer of The Remarkable Leadership Learning System, a continual leadership development process focused on developing the 13 competencies of remarkable leaders with virtually delivered content to leaders worldwide. Kevin and his family live in Indianapolis, Indiana.

Resources mentioned in the show:

Kevin Eikenberry Interview Transcript

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

Kevin Eikenberry
It’s awesome. I’m glad to be here.

Pete Mockaitis
Well, I’m glad to have you. And one fun thing we learned about you in stalking you is that you have an antique tractor collection.

Kevin Eikenberry
Well, I have an antique tractor collection. The first question people ask is, “Do you mean like real tractors?” Yes, 13 of them.

Pete Mockaitis
Thirteen real full-size tractors?

Kevin Eikenberry
I also have spread around this office, I have toy tractors of different ages as well.

Pete Mockaitis
So, please, how did this come to be? And what is your fascination with them?

Kevin Eikenberry
Well, I grew up on a farm, and my grandpa u sed to say, “You can take the boy off the farm…” which I largely did, “…but you can’t take the farm out of the boy.” I own the farm I grew up on, started the hobby, if you will, 21 years ago. It became a hobby I shared with my father, and then he passed away unexpectedly and I’ve continued it. It’s a way to connect to my kid-hood, to my adulthood. It’s created a bunch of great memories for me. And, like most things in life, it’s not really about the tractor. It’s about the why underneath it.

Pete Mockaitis
Well, so do these antique tractors work or is it sort of a mixed bag, more for show?

Kevin Eikenberry
It’s a mixed bag. I have some that people that do this would say are parade quality or show quality. I have others that run, I have a couple that aren’t currently running, but I don’t have any that are like torn apart in 3700 pieces, anything like that.

Pete Mockaitis
You know, I, one time, went to a tractor pull, and it was a unique event. So, I grew up in Central Illinois so that’s not so outrageously a thing to do.

Kevin Eikenberry
Completely outrageous, yes.

Pete Mockaitis
But it was interesting to me not knowing much about tractors, how much people got into it, like, “Good pull, buddy. Good pull.” But toward the end, it’s like these tractors didn’t even look like they did farm work. They were more like the sports car tractor.

Kevin Eikenberry
Yeah, exactly. Depending on what kind of tractor pull you went to, they weren’t anywhere close to being an actual tractor. So, my collection ranges from 1939 to 1966, is the range of the tractors.

Pete Mockaitis
Cool. Well, so I don’t have a poor segue but maybe you’ll give me one. We’re talking about long-distance leadership. And I’d love to know, so you put together this book The Long-Distance Leader. What would you say is the most surprising and fascinating discovery you’ve made while researching and putting it together?

Kevin Eikenberry
So, I think, I don’t think it was the biggest thing I learned during it, but I think one of the biggest things that people can take from it, and, of course, now lots of people are living in this world in a forced way, is that the first rule we mentioned in the book is the idea that it’s leadership first, location second. It’s not that everything changes, but lots of little things change. And, as one of my mentors told me a long time ago, Pete, little hinges swing big doors.

And so, there’s a whole lot of little things we got to get better at, nuances we need to take advantage of and pay attention to that will help us be effective in leading a team when we don’t see them every day.

Pete Mockaitis
And so, when you say leadership first and location second, do you mean in terms of your priority for how you’re allocating your time, attention, resources, and growth? Or, what is the first and the second that you’re getting at?

Kevin Eikenberry
Yeah, there’s some truth to that. There’s some truth to that we need to remember that we’re leaders and be leading. And we’re only leading, by the way, Pete, if people are choosing to follow us, right? So, that’s the first thing I would say. And so, part of the message is don’t get worried or lost in, “Oh, my gosh, I can’t see them. Are they working?” So, don’t get lost or worried about the location, but we must recognize the location, and because of the fact that we’re not in the same place, we have to be more intentional and work harder.

So, in other words, everything we had to do in leading people when they were down the hall, still needs to happen. May need to have more of it but don’t forget what you already knew, transfer those habits to what you need to change and adjust to do it when people aren’t right down the hall.

Pete Mockaitis
Okay. So, in summary then, what would you say is fundamentally the same and unchanged versus, indeed, unique here in the remote world?

Kevin Eikenberry
We’re leading people. They’re all different. They have unique needs, wants, etc., and so we must work harder to understand those things and understand those people so they will still choose to follow. I believe that our job as a leader is to create a sense of commitment and not just try to create compliance. So, to do that at a distance requires us to b e more intentional, more focused, more diligent, because we have to continue to build those relationships.

Some of the things that happen without us even thinking about it at the coffee pot. Someone pops their head into the office, none of that is going to happen when we’re at a distance, so we’ve got to be more intentional and more focused to make those spontaneous things, serendipitous things, happen when they can’t be that way anymore.

Pete Mockaitis
Okay. Well, so then I’d love to hear your take from lots of experience with working with lots of people. What would you say are the top one to three struggles or surprises or challenges that remote leaders, when they start doing it, go, “Uh-oh,” they’re having a tough time with?

Kevin Eikenberry
They have trouble with figuring out, “How are we going to communicate with each other?” and the frequency of that communication. They have trouble, oftentimes, with trusting their teams, which often manifests itself as micromanagement. And they have a lot of trouble with coaching and holding people accountable often. I would say those are three areas that often show up early.

Pete Mockaitis
Well, then, well, tell us, what are some of the best pra ctices there in terms of addressing each of these?

Kevin Eikenberry
Well, so the first thing, we can’t create clear accountability unless there are clear expectations. And, foundationally, for us as leaders, and I’ll talk to the leaders and to the team members here for a second, okay? So, we need to, as leaders, be setting clear expectations for our folks. Because if they don’t know what’s expected, how can they possibly deliver? And if you’re on the other side, as a team member, out working from home or wherever, and not seeing your boss, your leader, your manager, you need to be making sure that you know what those expectations are.

So, don’t just say, “Well, they haven’t told me.” Instead, say, “I need to understand them so I need to make sure that I’m clear on what they are.” And once we’re working remotely, Pete, the expectations aren’t just about what needs to be done, but also how we’re going to do it, because so many things that sort of just happen, were obvious when we saw each other in the hallways and we could commit in someone’s office, it doesn’t happen anymore, so we’ve got to make sure that expectations are crystal clear in both directions. And if we don’t do that, we can’t get accountability, we can’t really do coaching until we have that set. So, that’s one of them.

Pete Mockaitis
Well, I’d love to get your take there in terms of arriving at those crystal clear expectations transmitted and received, are there any key questions or approaches you use to ensure that you land there?

Kevin Eikenberry
Step one, as a leader, make sure you’re clear yourself, which often isn’t the case. So, just because you think you know and you roll your eyes because they’re not delivering, you can’t even make it clear to them yet, so you got to get out of your head and written down. So, when I’m coaching leaders, in fact I have a conversation with one of them tomorrow, the challenge was, “Okay, tell me what you really do expect. Don’t just tell me. Write it down then we can talk about it, because until you’ve written it down, it’s not clear enough. Thoughts are fuzzy, words bring clarity.”

Once you’ve got it written down, then you can share it with the other person. So, you can’t make it clear to them until it’s clear to you, and seldom is it clear enough. You are too vague and too high level usually, or too close to a job description and not close enough to clearly what we want. I’m not talking about creating a situation for micromanagement. What I’m talking about is creating a set of boundaries and lanes so people know where they’re headed, why they’re headed there, and how they can succeed when they arrive.

Pete Mockaitis
Okay. Lovely. So, you write it down, and then you…

Kevin Eikenberry
Then you have a real conversation, which means don’t just go, “Okay, I wrote all this down. Let me email it to you. Any questions?” Don’t do that, first of all. And don’t just say, “Well, let me read all these to you.” Rather, send them, and say, “Hey, I want us to have a conversation, make sure we’re clear on expectations.” And as we’re having this conversation, a lot of people who are listening to us are now maybe 60, 80, 90 days into working remotely for the first time, or leading remotely for the first time, right?

And so, maybe we got by for a while, the honeymoon is over. It’s still okay to have this conversation now, say, “Hey, listen, Pete, I’ve put together some thoughts. I want to make sure we’re on the same page about expectations, so I’m going to send this to you. I want you to review it. It’s meant to be a draft for us to have a conversation about. Then I’d like for us to meet and talk about it. I want to make sure it makes sense to you, it’s clear. Did I leave anything out? Does it leave any questions for you?” etc.

Then when we get on the phone or perhaps on a video call, then I need to start by saying, “So, Pete, what are your questions? What are your thoughts? What’s missing?” Because as the boss, as the leader, there’s a power differential between you and I, right? So, if I do all the talking first, there’s nothing left for you to say.

Pete Mockaitis
Gotcha.

Kevin Eikenberry
So, if I want a conversation, I have to engage you in it first or early. The more I talk first, the less likely you’re going to say anything even if there’s a high level of trust between us, even if you are pretty self-assured and self-confident because just of the unspoken nature of the power differential between us.

Pete Mockaitis
All right. Thank you. So, there we go with the communication. Let’s talk about the trust next.

Kevin Eikenberry
So, the trust piece is, well, people will say, “Well, if I don’t see them, I don’t know if they’re working.” Well, you don’t know if they’re working anyway, right? Just because they happen to be in their office, and they happen to be typing away on the keyboard, you don’t know if they’re working unless you’re looking over their shoulder, which I surely hope you weren’t doing before.

People get lost in activity versus accomplishment. What we want is to accomplish things, not to be busy. I don’t care if my team members take a time in the middle of the day to go for a walk. I want the team to know it, in case you’re trying to get a hold of them, but I don’t care when they do their work. I want the work to be done successfully. And, especially now, we may need to allow people to be flexible about how they actually get it done, if they’ve got other issues like teaching school while they’re trying to work.

So, the reality is if we can stay, as a leader, focused on accomplishments and not activity, we can let go of all this garbage about, “Well, I don’t know if they’re working or not.” Does it make sense?

Pete Mockaitis
That’s good. Absolutely. And it’s intriguing because before, the phrase “work from home” often just sort of had scare quotes in it because I’m always working from home so for me I really mean it. But it’s like, “Oh, I’m working from home, wink, wink, wink.” And so, it’s intriguing there because some folks really aren’t doing much with the activities, but it sounds like where you’re going with this is if the accountability is clear and the expectations are clear in terms of the output and achievements, then it’s like, whether they’re working 10 hours or one hour, they’ve accomplished all that they were supposed to accomplish.

Kevin Eikenberry
It really shouldn’t matter. If people can get their work done in two hours, then maybe you’re not giving them enough to do, or that you’re not using them to their potential. That’s a different subject than what we’re talking about right here. Now, if you’ve got someone who’s working remotely and they’re on a call center, they need to be customer-facing, or they can’t be away from their desks, that’s a different thing. But for many of us who are working from home, that doesn’t matter whether you do it at 2:00 p.m. or 2:00 a.m. sort of it doesn’t matter. And as a leader, I should let go of that because what I want is I’m investing in this person to get an output that creates a profitable exchange. And so, as long as that’s happening, that’s what I should be focused on.

Pete Mockaitis
Okay, I’m with you. And let’s talk about the coaching now.

Kevin Eikenberry
Well, so we kind of went to the coaching first when we talked about expectations. I want to come back to the communication in general. They’re connected, of course, but the communication in general is chances are, once you’re working remotely with folks, you’re going to need to communicate with them more frequently than you were before because you don’t have any of the happenstance, and you probably need to be a little more formal about it, and here’s why.

Like, right now, I’m in our offices, I’m the only one here. I’ve been the only here for 60 some days or however long it’s been now, but when there were a couple of people that were here part of the time, then they could see if I was available, they knew if I had a minute or not. Now, they don’t. They look at my calendar, it looks busy, and so they don’t reach out, not because they don’t want to, maybe not even because they don’t need to. And, in part, in my case, I think it’s because they’re honestly thinking about my time.

However, it ends up a phone call that ends up, “Hey, Kevin, I know you don’t have much time. I’ll make this quick.” And all of the conversations then become very transactional. We get no interaction. We only have transaction. And we, as leaders, got to make sure that doesn’t happen. I’ll get back to how to do that in a second. But what we need to do is schedule those times, and we need to be reaching out to each other, talking about, and this is part of the expectations of how, about how often we’re going to interact and have those one-on-ones. Why? Because, otherwise, they’ll not happen. And more of the times we have to be way more intentional about all this.

And here’s the other part, you got team members who are thinking you don’t trust them. So, we hear all the time, “Well, my boss is just checking up on me.” Well, if we pre-scheduled a rhythm for these conversations then it’s not going to feel like checking up, it’s checking in, because we’ve already decided we’re going to have this conversation. Kevin didn’t call or Zoom you or Slack you because, in this moment, he decided he wanted to figure out what you’re doing. We decided that at 10:00 o’clock on Friday we’re going to chat. Does it make sense?

Pete Mockaitis
All right. That makes sense. And so, then with the coaching portion of that chat, do you coach differently remotely than you do when you’re in person?

Kevin Eikenberry
Well, I would say a couple of things. Number one is whenever possible, use the video cameras because we’ve got more cues from the communication perspective, we have better sense. You and I had that better right now than if we were only on the phone.

Pete Mockaitis
That’s right.

Kevin Eikenberry
It’s certainly a lot more than if we were only doing it via typing, right?

Pete Mockaitis
What the audience doesn’t know is that we’re looking at each other.

Kevin Eikenberry
We are looking at each other.

Pete Mockaitis
But that’s not…

Kevin Eikenberry
I’m looking at your bookcase, and you can’t see mine, you can’t see one of the eight in this office because it’s off to the side. But the point is that if we’re going to coach, we need to make it as close to face-to-face as we can, as much as we can. That’s the first thing. The second thing that I would say about the coaching piece is that every time we have a one-on-one, there are opportunities for coaching because coaching isn’t just about, “You’re screwing up and we need to fix it.” Coaching is also about, “You’re doing awesome. And how can we do even awesome-r?” Right?

So, all coaching is, “How do we help people continue to advance in the direction of a desired outcome?” And so, I think that we ought to be, as we create this rhythm, have the opportunity for coaching to not be an event but an ongoing process.

Pete Mockaitis
Okay. Good deal. Thank you. Well, so you mentioned, you rattled off a number of tools, Zoom, Slack, etc. I’d love it if we could touch that for a moment in terms of you’ve seen a lot of stuff. What do you think are some of the greatest tools available?

Kevin Eikenberry
Well, first of all, it’s always a danger for me to say ones out loud because then people say, “Well, that’s not the one we use.”

Pete Mockaitis
And they’re changing, what people are using.

Kevin Eikenberry
And they’re changing, right? So, we’re writing this new book called The Long-Distance Teammate, we had this long conversation, “Do you use those words?” In the last three months, Zoom has become a verb, right? A lot of people have never heard of it until a few months ago. But I would say this, chances are you already have tools that will work just fine. What you need to do is two things. Learn how to use them beyond the 20% you got, and then use the right tool for the right thing.

So, for example, there’s good times to use email and there’s better times to use your instant messaging tool, be it Slack, or Microsoft Teams, or whatever it is. So, the point is it’s not like, “Well, I think Slack is better than Microsoft Teams.” It doesn’t matter. Pick one. Don’t let there be in-squabbling about, “Well, I like this better than that one.” Pick one, set clear expectations as a team about when we’re going to use which tool for which job, and then use them for the right reasons not because it happens to be the one you like.

Pete Mockaitis
All right. Well, could you maybe give us some category of tool, good use for it, and bad use for it?

Kevin Eikenberry
Email is not for a conversation.

Pete Mockaitis
All right.

Kevin Eikenberry
All of us have been in the third email in, right? That’s not going well. Someone needs to pick up the phone or do something else, right? At some level, as long as you and your team, or you and your organization, have agreements, that’s the most important thing. Have agreements about how you’re going to use which.

But let’s just take your instant messaging tool versus your email. Now I’m talking about how we do it. If it doesn’t need to be responded to in the next hour or two, email is fine. And we’re not expecting people to automatically respond to an email that quickly. We’re a little more so with Slack than with email in our case, our instant messaging tool that we use.

So, shorter, synchronous, instant message. Longer, really needs to be asynchronous or could be asynchronous, email. That’d be one way to look at it. Another thing is if you’ve got multiple tools that you can use to do video, for example. You’ve got a Zoom thing. Like, in our case, because we work with clients all over the world, we’ve got, like name them, we got them all.

But we, as an organization, say that when we’re communicating with each other, it’s either this one or this one, not all of them. One of these two. And for the most part, if we’re having a two-person conversation, excuse me, it’s Zoom. If we’re having a larger team, it happens to be GoToMeeting. That just happens to be how it’s evolved for us. The most important thing is know how to use your tools, know how to use most of their capabilities, and then get agreement with everybody about how you’re going to use them.

Pete Mockaitis
And when you say, you mentioned 20%, like we only know 20% of how to use Zoom or a given tool, what are some sort of features that most people are just leaving on the table? Like, “Did you know you could do this? You can. Maybe start doing that.”

Kevin Eikenberry
Here’s a simple one. If you’re in a meeting room, in a conference room, you’ve got a whiteboard or flipchart and you’re using it, maybe not using it as well as you could but you probably are using it. Pretty much all these tools have that. Are you using it there? Do you know how to use it there? One example. Do you know how to, if you’ve got a Brady Brunch screen with 12 of you, or whatever, and that’s driving you nuts, do you know that you can change it so you only see the active speaker?

Pete Mockaitis
All right.

Kevin Eikenberry
There’s two simple examples. We could go a lot further but there’s two simple examples.

Pete Mockaitis
Okay. And so, when you mentioned asynchronous communication, there’s email. One of my favorite tools for asynchronous communication, personally, is Loom with a screen-recording videos that are super zippy. Anything else that maybe is not on most people’s radar but should be?

Kevin Eikenberry
I don’t know that I have. I mean, there are some pretty cool tools, or bunch of them. There are some pretty cool tools that allow you to shoot quick videos that you can then include. I will give you one that you may not know. Did you know that you can send someone a video message in LinkedIn?

Pete Mockaitis 
Oh, yes. I do.

Kevin Eikenberry
At least, as far as I know, you can still only do it with your mobile device. You can’t do it from here, but you can send someone a more personal note. So, that’s probably more for networking, or staying connected with other people, or for sales and marketing roles within your team, there’s an example. I’m always open to finding new stuff, but I’m always concerned when people just keep hopping, “Oh, we got to try this. Oh, we got to try this. Oh, we got to try this.”

Let’s see what we’ve got and what works with it before we start looking because, again, a lot of times we’re not using the capabilities of what we’ve already got, and we create some amount of…especially the larger our team or organization, we create a whole lot of new angst and spinning of wheels by introducing new tools before we use the ones we got.

Pete Mockaitis
Oh, sure. And so, when it comes to knowing how to use them and using them well, part of the game is to just be aware of the features that are in existence when you click different popups and dialogues and submenu items. And I think, beyond that, there’s also how we conduct ourselves as humans when, say, on a Zoom or video call. Can you lay out some best and worst practices that we should be aware of?

Kevin Eikenberry
Before we got there, I want to say one more thing back to where we just were, and that is the way to learn these tools is two things. Watch other people using them well. And, number two, don’t try to figure them out when you’re live. Go into the tool and practice. This sounds so simple but people don’t do it. You’ve all been in a meeting, “Well, how do you do this?” And someone else is trying to tell someone else how to do it. You could’ve taken 10 minutes ahead of time and already figured it out without the stress and the pressure, and wasting everybody else’s time.

So, to your other question now, how do we behave on a Zoom call? Is that kind of the question?

Pete Mockaitis
Certainly. Well, I mean, I think there are some sort of givens that don’t need to be articulated. But, at the same time, there are other stuff that you’ve probably seen hundreds of times that annoys you like crazy. So, spell is out for us, what should we start and stop doing?

Kevin Eikenberry
Well, the first thing is people need to be focused on what they’re doing, and multitasking is a myth, and we shouldn’t be trying to do it. And so, one of the many reasons I love people having their webcams on is it’s harder for them to multitask. I mean, it’s pretty obvious if they’re looking away or doing something else, right? So, on my team, webcams are on, mute is off. In other words, unless you’ve got ambient noise that doesn’t allow it, or in the past, you’re in an airport, you’ve got a barking dog, the reality is I want your mics open, if at all possible.

Why? Because that helps you stay more attentive and stay more connected, and it helps the meeting be more natural. It’s never going to be quite the same. There’s still the hesitations and the interruptions and all that stuff, but we take a lot of that away, people are talking, “Hey, you need to go off of mute,” and we lose all of our momentum and all of our rhythm.

Pete Mockaitis
That’s so true.

Kevin Eikenberry
So, set some clear ground rules as a team about how you’re going to do some of those things, first of all. Next thing is put a background behind you. And you can do all those things if you don’t want people to see where you’re at. You can do all sorts of things to change that. But, more importantly, is set yourself up, if at all possible, so you don’t have light behind you so we can see you.

We don’t need to look like you’re in witness protection, you don’t have to have professional lighting, but you just need to orient yourself so that when you look at yourself, can you see your face just like you want to see everybody else’s. So, those are a couple of simple little things.

Pete Mockaitis
Well, what I love about that mute tip so much is that, one, it’s counterintuitive. I think everyone thinks, “Oh, I should mute it so that I’m not annoying everybody.” And, two, it’s sort of like I think people already have some resistance associated with speaking up. And there’s all this research which suggests that just removing a little bit of friction just can go a long way in driving behavior. And so, if you want more people to participate and have more engaging interactive exchange, well, that mute button is providing just one more little bit of friction to make it less comfy.

Kevin Eikenberry
“Oh, I can’t find the mute button,” blah, blah, blah.

Pete Mockaitis
“I have a thought but it’s not that important and I’m going to have to reach for my mouse to unmute it, so I’m just going to hold it back.”

Kevin Eikenberry
Yeah, like when you say it like that it sounds kind of silly, but the reality is it’s friction.

Pete Mockaitis
Well, it’s true, how we work.

Kevin Eikenberry
It’s friction in the system. So, let me give you a tip around this for the leader and as a member of the team, because even if you’re a leader, you’re in a bunch of meetings that aren’t your meetings, right? So, first, as a leader, you need to, if you want people to engage, we said this earlier on a different topic, if you want the team to engage, you’ve got to engage them early. If you don’t engage them early, the longer you do the talking, the less likely they will engage so you’ve got to engage them early.

And the second thing you need to do, as the leader, is facilitate better, which means more directive in terms of asking for input because, again, there is friction and there’s reasons, “Oh, wait, I’m not sure. I think someone else is going to say something.” That friction exists in the room, but when we get on Zoom or in a video conference setting, it’s enhanced. So, I will say, “So, hey, we haven’t heard anything from the marketing department yet,” or, “How about someone on the West Coast or in Pacific Time?” or

I was teaching a two-hour virtual session earlier today, and I had some people that, for some reasons, had to be on mute. And I said, “Hey, James, I’m going to give you a chan ce to get off mute. But before that, Keith, what do you think?” What I want to do is set him up to succeed in sharing something valuable, and ask questions that they have answers to. Like, “What do you think? What’s been your experience?” those kinds of questions will happen, help.

Now, if I’m on the participant side, it’s not my meeting, recognize that chances are the leader wants you to participate, “Oh, that’s true.” Assuming that’s true, then be a little more proactive, be a little more bold. What might feel like you’re jumping out on a limb, probably isn’t. It’s probably actually helping you be more, what I would call, ethically visible. You’re not trying to grandstand. You’re just trying to contribute. And so, don’t be afraid or, to say that in a positive way, I encourage you to be proactive and share your thoughts when you have them.

Pete Mockaitis
All right. I like that. So, let’s see, I want to make sure I get some tasty morsels that caught my eye in your book. You said, “Leading successfully requires understanding not just what they’re doing but what people are thinking.” How do we pull that off to get that understanding of what people are thinking?

Kevin Eikenberry
Well, we’ve got to have more conversations. Let me go back to one other thing about the conversations we need to have, especially remotely. let’s say, Pete, you and I are having our weekly one-on-one call. The first thing I need to do is not dive into my list. First thing I need to do is start with a little bit, and maybe one minute, maybe three minutes, it depends on the person and the relationship with that person, I want to start with, “So, how is it going? What’s happening?” And, especially during this whole COVID thing, that’s been a super important point. We need to talk about something besides the work first so that we start to create the sense and continue to nurture the relationship, number one.

And the second thing is I encourage all of my team members, and I encourage all of our clients to do the same, if we know we’re having a weekly one-on-one, or whatever the frequency is, I’m always creating a list of things that I can save for that conversation with you, and I’m asking you to be doing the same. So, everyone in my team calls it the Kevin list. So, I always start with, “So, what’s on your Kevin list?” If I go first, we may not get to theirs. If I’ve got something we got to get to, I make sure we get that done. That’s not a problem. But, really, what I’m after here is to get more of their thinking earlier.

So, if I start finding out what they’re wondering about, what their questions are about, I’m getting a better chance to get inside of what’s going on for them, what their worries, concerns, anxieties are. And by really creating conversation, then I have a chance to ask those questions to learn more and to be more observant about those things as well.

Pete Mockaitis
Yeah, that’s great. And by having this running list, you also reduce all the other options, they’re all bubbled together.

Kevin Eikenberry
That’s a whole episode right there, Pete, about how we manage our time and the productivity around that. There’s no doubt about it. If we both know that we’re meeting on a regular rhythm, and the rhythm for me with my team members isn’t the same for each person based on who they are and the role that they play and the five or six other things. But if we know that, then if something comes up that goes to the top of the list and we need to talk, of course we talk.

But by having that regular rhythm, there’s a lot of things that it doesn’t have to be, “Oh, by the way, I just thought this as I come down the hall,” and we are both interrupted. You were interrupted and so was I, right? Now we just put that down, we’ll get to it, it’s all good. If it’s really urgent, we’ll talk about it. No problem.

Pete Mockaitis
Lovely. All right. In chapter nine, you have a golden suggestion for working with others. Did we already get it? Or what is it?

Kevin Eikenberry
not do unto others how you want to be done unto. It’s do unto others how they want. So, in other words, always focus on “What would work for them? How can I communicate it in a way that will work for them not what I would want, but what will work best for them?” So, it’s shifting, it’s still thinking about it’s more empathetic, more outwardly-focused approach.

Pete Mockaitis
And how does one get to that understanding? I imagine you have to ask, you have to discuss your preferences and needs and habits, and how things flow well for another.

Kevin Eikenberry
Hopefully, if you’ve been leading a person for a while, working with someone for a while, you’ve started to figure some of that out. If that question that Pete just asked you, “Oh, I’m glad he asked that question,” then it’s probably time for you to step back and be a little more observant, number one. but you can come out and ask, “Hey, I’ve been doing it this way for a while, Pete. Is that working for you? Would there be a better way than that? Hey, when we had that exchange, I didn’t feel like it went super well. It felt maybe I was misinterpreted. Can we talk about it? I want to make sure what I could’ve done differently or better.”

So, we can do all those kinds of things, of course. We should be asking for feedback, Pete, to help others get better. But there are other tools, too, like whether for you and your organizations, it’s Myers-Briggs, or if it’s DISC, that’s what we happen to use. But some sort of a tool or assessment or model that gives us all a sense of where people are in general is helpful. We don’t want to put people in boxes but those kinds of tools can be helpful too.

Pete Mockaitis
All right. And then how do you think about politics in the world of remote leadership?

Kevin Eikenberry
Well, people think, sometimes people think about politics as a negative, right, “Well, I don’t want to play office politics,” or they think, “Well, I’m remote, some people are in the office and I‘m not, so I can’t play those games.” So, I don’t think you want to make that such a negative thing. The human condition is that we make decisions based on who we know and what we know about them. So, I think building relationships and trying to keep our conversations in a positive vein, and not getting into all the gossip stuff, of course, is very helpful. But I wouldn’t cast a pall over the word politics. We can be seen, we can be effective, we can be influential without it being scummy. How about that?

Pete Mockaitis
Okay. Thank you.

Kevin Eikenberry
I don’t think I ever said the word scummy on a podcast before, Pete.

Pete Mockaitis
We break ground. We’re innovatives over here. Well, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Kevin Eikenberry
No, you’ve asked great questions.

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

Kevin Eikenberry
James, the book of James, chapter 1 verse 2, “Consider it pure joy, brothers and sisters, because…” now I’m going to paraphrase the rest “…because through trials and challenges, we have the chance to grow in the Church.” So, I think especially now, that when there seems to be challenges around us, if we consider it all joy, to say that there’s good that will come, we must look for it. And even in the challenge is opportunities for us to grow.

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

Kevin Eikenberry
Well, I’ll just mention one that was in The Long-Distance Leader and also will be in The Long-Distance Teammate. Bettina Buchel wrote a piece that talks about richness versus scope in communication. The idea is that the richest communication is the face-to-face, nose-to-nose, across the table conversation, right? But that is not much scope, it’s just two people right now, that’s all there is. Scope is something like a mass email. It has a tremendous amount of scope but not much richness. And so, using the idea of richness versus scope and trying to balance those to help us pick which communication tools might help us is a useful model.

Pete Mockaitis
Okay. And how about a favorite book?

Kevin Eikenberry
Okay. I knew this was coming and it’s an impossible question. I read probably a hundred books a year and so, on one hand, I would say the one I’m reading now, but instead I’ll give you three.

Pete Mockaitis
All right.

Kevin Eikenberry
And they’re all old, right? The Bible, Think and Grow Rich, and How to Win Friends and Influence People would probably be where I’d go. All of them have had, and continue to have impact on me. They all are examples of timeless principles that we can continue to apply even if context changes.

Pete Mockaitis
All right. And how about a favorite tool?

Kevin Eikenberry
You know, I knew you were going to ask me that question, and I’m going to say, I’m actually going to say LinkedIn, and maybe because, I’ll say it for two reasons, number one is I’ve been fortunate and blessed to have the chance to work with them and have some LinkedIn Learning products, and so I love it from that perspective. But here’s the thing, of all of the social media channels, at least for what I see. There’s a much higher ratio of useful versus noise. And I think maybe people overlook it a little bit.

Pete Mockaitis
I agree. And how about a favorite habit?

Kevin Eikenberry
Reflect. We have a tremendous amount of opportunities to learn from what we have experienced, both what has gone well and what hasn’t, and most of us don’t take near enough time to reflect, not only on what happened, but what to do with it now that it has happened.

Pete Mockaitis
All right. And is there a particular nugget that you have shared that really seems to connect and resonate, and gets quoted back to you often?

Kevin Eikenberry
I think I say this a lot, that there’s a big difference between deciding and doing, and the difference is action.

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

Kevin Eikenberry
Well, they could certainly go to LinkedIn. They can go to KevinEikenberry.com. We’ve got a number of websites related to the various books and all that stuff. But if you can remember how to spell my name, you can find us. I hope you do. I hope you let us know how we can help.

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

Kevin Eikenberry
Yeah. When you were a kid, your parents asked you a question every day, and if you’re a parent, you’ve asked this question of your kids regularly, but when was the last time you asked yourself this question, “What did I learn today?”

Pete Mockaitis
All right. Kevin, thank you. This has been fun. I wish you lots of luck in all of your long-distance leading.

Kevin Eikenberry
Thank you so much, Pete. It was a pleasure to be with you. Thanks for having me.