Tag

Relationships

1195: How to Beat AI Applications and Win Your Job Hunt with Steve Dalton

By Podcasts No Comments

Steve Dalton reveals the most efficient way to secure advocates and open the path to your dream career.

You’ll Learn

  1. The critical job hunting skill most don’t learn
  2. How AI is making the job search worse—and how it can still help you
  3. The 7-point email that turns strangers into advocates

About Steve

Steve Dalton is the author of The 2-Hour Job Search and The Job Closer, which have sold more than 100,000 copies worldwide, been taught at over 150 universities, and adapted for use by Fortune 500 companies. His work is known for turning networking and relationship building into clear, repeatable systems for people who don’t consider themselves natural networkers. 

Dalton developed his approach during the 2008 financial crisis after seeing talented job seekers overwhelmed by advice that worked only for a lucky few. He has since delivered hundreds of workshops and keynotes for universities, employers, and professional organizations. Earlier in his career, he worked as a chemical engineer, strategy consultant, and marketer. Dalton holds an MBA from Duke University.

Resources Mentioned

Thank you, Sponsors!

  • Vinted. Download the Vinted app for free to start selling with no seller fees!
  • Mint Mobile. Get your wireless plan for $15/month!

Pete Mockaitis
Steve, welcome back!

Steve Dalton

Great to be back.

Pete Mockaitis
Well, I am so excited to chat with you again to talk about the third edition of The 2-Hour Job Search and more. You know, Steve, I have mentioned to you, and I think I’m going to share this with the listeners as well, that I think of you every time I clean my toilet. No joke. Have you heard that before?

Steve Dalton
I have heard that before, actually.

Pete Mockaitis
Yeah. Well, it’s kind of special, and I hope you don’t mind.

Steve Dalton
I consider it a position of honor, frankly. My favorite chore, or, at least, unfavorite chore.

Pete Mockaitis

Indeed. And so that was in our previous conversation, which I 100% recommend every person hear, especially if you’re looking for a job or you know someone dear who’s looking for a job.

You are my go-to that I send people to, and I’ve had other listeners say the same. But just for those wondering, toilets, explain, Steve. Toilets?

Steve Dalton
There’s a special thing about the word favorite because it allows you to talk about unsavory experiences in a positive way. The way I describe this is I’m going to give you three statements, only one of which is true. “I really enjoy cleaning the toilet” is the first. The second, “I’m very passionate about cleaning the toilet.” And the third, “My favorite chore is cleaning the toilet.”

For the logicians out there, you might be able to figure out which one is the true statement of the three, because it’s the third one. Now, cleaning my toilet is my favorite chore but it is not something I enjoy. It just happens to be the chore I dislike the least.

So by nature of it being the least negative number, it is my favorite chore. But it gives me a positive way to talk about a negative experience. And a lot of job seekers have negative past experiences.

By framing it in terms of what your favorite part of that unfavored experience was, it gives you a very elegant and professional way to discuss and address negative experiences in your past in a positive and forward-looking way.

Pete Mockaitis
Yes, indeed. And so you can’t say you’re passionate about a thing you’re not passionate about, because then you’re kind of lying, and they probably know you’re kind of lying. But you could say, “Hey, my favorite part of this was that,” and it’s good and honest.

And you love, well, your favorite chore is to clean the toilet because it’s a small amount of effort for a lot of impact. A quick swish and it’s like, “Wow, that was kind of gross.” And, like, five seconds later, it’s not gross.

Steve Dalton
Smells great. Yeah, but a lot of people are uncomfortable disclosing and being authentic and saying something that’s genuinely their favorite. So they will often pivot to, “I really enjoy cleaning the toilet,” or, “I’m passionate about cleaning the toilet,” because that feels like the thing you’re supposed to say in an interview that you’re passionate about things.

But so much of interviewing is building and maintaining trust with your interviewer. And if you deliver it, “I’m passionate about cleaning the toilet” with flat affect, they’re not going to believe you. But you can say, “My favorite chore is cleaning the toilet” with flat affect as I just did, and it’s completely credible and authentic.

Pete Mockaitis
Yep, absolutely. Well, we’re going to talk a lot about what’s new, but if you could you give us maybe the one minute version of what’s the big idea, the main thesis of The 2-Hour Job Search for those who have not yet been blessed with hearing you previously.

Steve Dalton
The 2-Hour Job Search is hinged to that great concept that we prefer instructions for difficult or unfamiliar tasks rather than tips. If we are trying to bake a cake for a loved one, we look up a recipe and not a list of tips on baking a cake.

However, that was never extrapolated to the job search. That one universal source of anxiety that we all face, that ability to provide for ourselves and our loved ones. I thought back in 2008 that that was unconscionable.

How can so many career coaches be so smart and think about this for so many hours in a day, but nobody thought to put a set of instructions to do the most difficult parts that anyone can follow, regardless of who their career coach was?

So my whole career has been about bringing structure to chaos, bringing instructions to critical life tasks. I started with The 2-Hour Job Search which was specifically for the key bottleneck of job searching, which was getting that first interview with a human being.

And then my second book, The Job Closer, was similar style of frameworks and fill-in-the-blank models for doing all the other necessary tasks in the job search to make time for reaching out to strangers, asking them how they got so good at their job, and engaging with their answers as is explained in The 2-Hour Job Search. So those two are really companion pieces to one another.

Pete Mockaitis

So you have the instructions, and a key part of the instructions, which I think is sort of a light-bulb moment for many is that the name of the game is having conversations that lead you to having conversations with the right people, which lead you to interviews, as opposed to click, apply, click apply, click apply.

Steve Dalton

Absolutely. I think there is a lot of resistance to this, that concept of networking. I think the biggest one is that you’ve never been trained to network with strangers for the purpose of a job search. People just tell you to go network like it’s self-apparent and it’s totally not.

The chemical engineer in me is bred for awkwardness. And “Sell yourself and put yourself out there, and the job search is a full-time job and be confident,“ all of those things, when I try to put it into practice without really having that aptitude, were counterproductive.

And I realized there are a lot of people like me out there. They’re awkward. They’re neurodivergent. What about all of us for whom sell yourself doesn’t work? And I realized instructions are both clear and kind, to use a Brene Brown-ism.

If we can follow recipes, we should be able to bake a cake. I wanted to bring that to anyone with a library card, not just my students who happen to be able to afford MBAs and then happen to choose Duke University where I worked for 17 years in their career center.

Pete Mockaitis
All right. So we got the instructions and they’re gold, and I’ve shared these instructions with many people and I am chatting with a listener shortly. Shout out to Kai. and I’ll be discussing your instructions yet again.

But, before we get into the juicy bits of what’s new in the third edition of The 2-Hour Job Search, I want to get your hot take. As someone who provides the instructions that are great, what’s the sense of the job market in late 2026, early 2027?

Sometimes, you see terrifying things like, “I’ve clicked hundreds of jobs and I can’t get anything at all.” But other people I know have gotten them fast. It feels like an oversimplification for me to say, “Well, if you just do what Steve says, you’ll get a job fairly soon-ish.”

Is that harsh and inaccurate? Or is it kind of what you’ve been seeing with people that, “Hey, if you do the networking things, you still tend to find jobs, even in this difficult environment”?

Steve Dalton
Overview, the job search, as most people know it is terrible. It’s just as awful as everybody thinks it is. Ashby did a study last year, over several years and 34 million applications, and they found the offer rate on a single online application is 0.2%. Not 2%, 0.2%, one out of 500.

Pete Mockaitis
Five hundred, okay.

Steve Dalton
So I asked my LinkedIn followers, “How long does it take you – when all tasks are combined, searching for postings, customizing resumes, and hitting apply – how long does it take you to get an application out the door?” They said 90 minutes.

Now, quick math here. If you spend three hours a night with no holidays or weekends off, every night, it will take you 13 months at those odds just to have an 80% chance of getting an offer through an online job posting.

And this is 2025, before AI was really, really helpful at making you crank out online applications faster. That’s only going to get worse. Bots are only going to get better. I predict within six months, online applications are something that will require no active effort on the part of job seekers. And I can’t wait for that to be the case. It gives us so much time back.

But what does the job search look like when applications happen while you sleep with no active involvement of your own? So online applications are a cesspool, they are basically zero odds, but you will hear the urban legends. I equate it to playing the lottery to try to pay off your rent.

It, occasionally, works out, but it’s not a great way to do it. And it causes a lot of downstream suffering if you’re unsuccessful, which most people will be. Now, the job market for applying is terrible. The job market for networking is an arbitrage opportunity. Very few people are doing it. We’re all obsessed with online applications. In six months, I think online applications go away. There are only really three options for job searching.

There is applying online, which we’re all familiar with; there’s networking, which you’ve already heard me talk about; and there’s attracting, which is that school of thought of “Be a thought leader,” “Become an influencer in your space,” “Comment on other smart people’s insights on LinkedIn or on TikTok.”

I think that one is better than applying because, at least, you’re learning, your network is broadening. But it’s not for everybody to live such a public job search. The thing is, the most popular method is going to go away in about six months. What’s going to happen when it does?

I like to think people will, begrudgingly, embrace networking and realize, “Wait, it’s not my fault. I’ve never been taught to do this. I’ve just been told to network with no instruction beyond that.” But my real concern is despair happens. And people just throw their hands up and, “Well, if the bots don’t match me, I guess I’m just not fit to be employed.”

So my goal is really to let people know that networking, it is a skill like riding a bike or learning to swim or speaking a new language that can be learned. Get ahead of the curve. If you’re one of the few doing it right now, you are going to trounce the competition. But it is scary.

And it’s scarier the further you get in your career, because the more insight, because it took me two editions of the book to finally figure out who the target market for The 2-Hour Job Search which is embarrassing as a marketer.

I used to be a marketer for General Mills, and they said, “If you target everybody, you target nobody.” And I thought The 2-Hour Job Search was for everybody. It was only for the third edition that I realized The 2-Hour Job Search is for anyone who is or can become vulnerable and humble because that is the way you get strangers to help you with your job search, to risk their own social capital to advocate for you.

But that is not everybody in the world. Not everybody has that ability. And the more knowledge you have, the longer you’re used to teaching, the harder it is to put the learner hat back on.

So it does require vulnerability and humility to get people to bring their guards down enough to, almost irrationally, risk their own social capital to help you with your job search, but it is a skill that can be learned, and it will make you. It is a more human and humane way to go about this daunting, daunting task. You just need to be trained for it.

Pete Mockaitis
Okay, I hear you loud and clear. Networking is key in order to be competitive. Do it. And watch out for despair. So then, those who are networking are seeing fine results? Even now, things are not catastrophically, horrifically far worse than they were one to six years ago? Is that true?

Steve Dalton

Networking is harder, there are fewer jobs, more positions are being dissolved and not replaced. Furthermore, we need to talk a little bit about networking, because networking is itself a problematic term, because some people will say, “I reached out to my network and asked them if they had any positions, and they didn’t have anything for me, so networking doesn’t work.”

You could argue that, “Is that networking or not?” What I teach is something I specifically call proactive networking. It’s reaching out to people who are not expecting to have a relationship with you back. So usually strangers.

Now, it’s okay to involve people from your past, but I find it’s harder to change the urgency of existing contacts than to establish an advocacy relationship with someone who’s never known you in any other capacity as a job seeker.

I differentiate that from reactive networking. Reactive networking is my term for getting along with people you share space with. If you’re put on the same team as somebody, they’re going to expect to have a relationship with you and you back with them. That’s just cooperation. We’ve learned that. We learned that by aging, just by going through grade school, being placed on teams and our academics.

But proactive networking is a novel skill that if you aren’t taught to do it and you don’t build that muscle mass, you will just continue not knowing it for the rest of your career, and that’s terrifying.

The nice thing is you only need to learn it once and it’s there for you for the rest of your life. So networking, networking done poorly is counterproductive. Networking done properly, what I call proactive networking, is very, very predictably positive, but it requires learning a new skill, learning a new language.

It is not the “Sell yourself” networking that you may have learned in the past. It’s not the, “Open with two minutes about yourself and your accomplishments before doing an informational meeting.”

It’s, “Wait until you’re asked questions about yourself before talking about yourself because the person you’re speaking to is the star of the show.” They are the one who’s doing you the favor. So let’s feature them and ask them how they got so good at their job.

Pete Mockaitis
Yeah, certainly. Okay. So you gave us the instructions previously. I guess I’d love to know what’s new, what’s fresh, what’s updated in terms of the recipe? We know who the recipe is for. Got to be vulnerable and humble, and it’s nice to flag that clearly in terms of like, “This is what it’s going to take, and that doesn’t feel so good. But the quicker you can kind of get over yourself in that hurdle, the better.”

So duly noted. Then, assuming we are humbly over ourselves and we have the old recipe, the old instructions, what do we need to know now, Steve?

Steve Dalton
Excellent question. So AI has been a blessing and a curse in our job searches. We’ve been talking incessantly about AI for several years. Quick question to those of you out there listening, do you feel your job search is better because of it?

Most people I talked to would answer no. It’s worse, if anything. It’s harder now, now that everybody else is using AI. And that, to me, is a sign that maybe this is insanity that we’re engaging in, by doing the same things over and over and expecting a different result.

AI is not the silver bullet we hoped it would be. We gave it every shot. We went to how many workshops on it to learn how to apply AI to our job search. We are going back to the future as AI basically commoditizes the cost down to zero of your resumes and applications because they’ll be submitted overnight, and bots will do it for us.

We need to figure out where we’re going next. Are we going to attract people to us by being influencers? Or are we going to go to them by being networkers? So, obviously, I encourage people to be networkers.

Now, where AI is helpful, people, the job seekers tend to use AI for the wrong things and not use it for the right things. The wrong things to use it for are, incessantly, like updating your resume. Nobody is looking at the resume that closely. There is no data-based way to beat an ATF system or an online resume drop.

As much advice as you see on the internet, it is companies with vested interests who are making you very, very paranoid about what you’re doing to your resume before hitting submit, but there’s no data that it leads to offers, and that’s the ultimate goal of this exercise.

Pete Mockaitis
Well, let’s have a timeout on that. So, I mean, I love a good resume. Call me old fashioned. Am I hearing you say that there’s no gaming or finessing the applicant tracking systems, ATSs, with key words or including this paragraph versus that paragraph in your resume, like there’s studies or evidence suggesting that none of those efforts do anything for you?

Steve Dalton
Let me put it another way. There is data that shows that being one of the first 10 or 20 applicants to apply has a much stronger impact on your likelihood of being selected than optimizing your keywords. Because if you’re the hundredth one who applies, the recruiter who is looking through that batch, like ATS systems are surprisingly low tech, you’ve got a human being, a recruiter.

Now the recruiter is measured on how quickly they close these open positions. So their incentive is to be fast, to satisfy, to be good enough quickly.

So they will look at the first batch of 20 and decide if there’s a good enough batch of people to move on to the next round. And if they don’t, they’ll look at the next 10 and hope to find enough to round out a full roster, and they’ll look at 10 more, but once they find a good enough batch, they’ll ship it off so they can focus on their other 14 jobs.

So they aren’t able to be really, really well trained in what elements of a resume make someone a sure thing candidate. And complicating matters, these recruiters are getting overwhelmed by bot-driven applicants, “Well, people who are clearly not interested in the job, they’re just firing out resumes ad nauseam.”

But the fairest way to go through those resumes is in the order that they were received. So my take is optimizing your resume for each online posting that you apply to is of limited value.

Pete Mockaitis
Well, it sounds like it’s counterproductive because that will take time, making you not one the top first 10 to 20.

Steve Dalton
Exactly right. And what’s funny is recruiters will complain, “Oh, there’s so much AI in these applications.” And how do they respond to that? “Well, we get overwhelmed with applications. We got to take this posting down, suddenly and without warning.”

And when postings come down suddenly and without warning, job seekers think, “I need to use AI so I can submit before the posting goes away.” So recruiters get more and more AI-based applications. So it’s a death spiral.

Now, where investing in your resume matters is when you have an advocate at a company and they say, “Send me your resume and I’ll pass it along to the hiring manager.” Now it matters. Now put some thought and time into it to make sure that your advocate doesn’t get burned by you having a typo or by you using a resume that’s clearly for a different job function or a different company.

My best practice is have one resume for each job function that you are targeting. Do your best on it, but take all of that extra time and stress and anxiety, and every time you edit your resume, you introduce the risk of typos and grammatical errors, that can get you kicked out of certain processes.

Take that time and port in networking and just do your networking first. It’s only going to be 15 minutes a day if you use The 2-Hour Job Search recipe that I provide in the books. Just do that 15 minutes first, and you can spend however much time with the remainder of your day applying online if you’d like, or building your brand on LinkedIn, or going to a movie and spending time with loved ones.

I think all of those are better uses of time. Just make sure that the bottleneck of the process, waiting for strangers to get back to you to see if they’re going to advocate for you, do that first. That’s Operations Theory 101. If you have a bottleneck, move it to the front of your process because that limits the rate at which you make progress.

Pete Mockaitis
Okay, then, so AI, where can it be useful for us?

Steve Dalton
So AI can be incredibly useful on the very, very front end of this process, making something called the LAMP list. The LAMP list is the fundamental centerpiece of the first third of the two-hour job search. It is prioritization.

You only have a finite number of hours and pain tolerance to devote to networking with strangers, this scary thing that you probably never had to do before with any sort of rigor or training behind you. So I want to be very mindful. We need to maximize every minute that you put into this.

But to maximize our benefits, before we spend dozens of hours networking with strangers. Let’s spend 40 minutes thinking who we should even be reaching out to.

And so we brainstorm a large list of potential candidates. We find three pieces of data which are easy to find and predictive of success. We rank them in order, and then we fiddle with those numbers until we get the six that we feel best about, being our first batch of outreach.

This is inspired by the TV show “The Bachelor.” It’s better to be the bachelor on “The Bachelor” than one of 25 contestants on “The Bachelor.” But AI is incredibly good at helping you brainstorm companies, better even than classic tools like Pitchbook or Crunch Base. Tell it, “Here are two or three companies I’m super excited about,” and tell it why. “Give me 10 more like those,” and it will give you 10 more like those.

And then you just give it feedback, “I like these three that you suggested, but I don’t like these other seven. I like these three because of their geography, and because they’re more in the growth phase. And those seven, I don’t want to live there, and they’re more established and bigger companies. I’d rather work for smaller companies.”

And it’s really good at reactive brainstorming. It can keep pitching you ideas so you can swipe left on the ones you like, or on the ones you hate, and right on the ones that you like, and you can get to 40 employers, which is the bare minimum for a LAMP list in about 10 minutes, just reactively reacting to whatever AI spits out at you.

Pete Mockaitis
I dig that a lot. So the AI is, and that’s perfect, I think, in terms of, that is my best experience with AI, is I give it a boatload of context and say, especially for book recommendations, like, “I’m looking for a book that’s going to help me this, blah, blah, blah, blah, blah, blah, blah.” And I was going in all this detail, it’s like, “Give me my top five options and your rationale.”

And I was like, “Number one sounds close, but I want it more like this. Do it again.” And then, sure enough, it’s great because, like, the key words only take you so far. So that’s awesome. I dig that.

And so I’m imagining, you know, you could just use multiple models. I mean, sometimes, I geek out on what do I see on Arena.ai or Artificial Analysis to see who’s on top at the moment. But this is so quick, you could probably just do it in five different models and just rock and roll.

Steve Dalton
The shorter time you spend making this list, the easier it is to walk away from. And this is meant to be like a balance sheet, for my accounting friends out there. It’s a snapshot in time. Best used when you focus on no more than three sectors that you just inherently or organically enjoy learning about.

And let’s say you talk to a couple people who are product managers at video game companies, and you decide, “Actually, that’s not me anymore.” You just dissolve the list and remake it from scratch with another sector that you think would be more interesting based on what you’ve now learned.

So it’s not meant to be something that you update. It’s not meant to be open on your laptop at all times. It’s something you do once, you see your top six and you close it, and you only look it up when it’s time to move down to company number seven or when you realize your goals have changed.

Pete Mockaitis
Okay, cool. Well, also tell us, if we operate with the two-hour job search instructions that we’ve heard before, or I recommend you go listen to again, what else is new or different or can be enhanced in 2026, 2027?

Steve Dalton
I think it’s important to note the outreach email is now the seven-point email. But with the proliferation of AI spam messages, especially on LinkedIn. LinkedIn has gotten harder to operate in, in a pleasant way. With the proliferation of spam emails, it is more important to be precise in your outreach to strangers, to not resemble the AI spam that’s out there.

So the seven-point email is a very specific and simple fill-in-the-blank template with no fluff. It is, you know, all killer, no filler. But it is a fill-in-the-blank exercise that basically is so short and so targeted, every word, every sentence counts, but that differentiates it from the spam email that you’re used to seeing and deleting immediately without reading.

So there’s no, “Hope you’re well.” There’s no niceties. It’s rooted in the concept that most people don’t want to help you in your job search. You will encounter three different types of contacts.

There are curmudgeons who will never respond under any circumstance. They’re not the worst ones because they’re clear about not being helpful. There are obligates. They are the worst ones you’ll encounter because they want to appear to be helpful, to not lose face, but they don’t actually want to risk their social capital on your behalf, which is devastating because they give you negative return on investment. They take your hope and crush it.

The majority of the help you get in your job search comes from boosters. They’re about 20% of the population. But they are beautiful people and the great thing about them is they’re very easy to reach efficiently.

They don’t need to be sold on why you’re a good person for them to talk to. They just need to know you need help. So there’s a great study in Predictably Irrational that finds you’re just as likely to get a stranger’s help to move a couch if you offer them $0 as if you offer them $50.

But if you offer them $5, you’re far less likely to get a person’s help moving a couch. They call that in the study switching from social norms to market norms. The reason you move a person’s couch for $0 is it’s a good deed. The reason you move someone’s couch for $50 is that’s a good day’s wage.

But once you introduce $5, it’s not a good deed plus $5. The good deed goes out the window, it’s purely an hourly wage calculation. So there were a couple of aberrations that were starting to happen. I think job seekers today are so terrified of making mistakes that they tended to take exact job titles from LinkedIn, put it into their outreach messages, especially in the title.

Your SENIOR PRODUCT MANAGER experience at Waymo, with senior product manager, in all caps, or is capitalized, where it looks like it’s a merge letter that you just copied and pasted their job title and put it in the title. We want these things to look more casual than super formal because super formal is what AI tends to opt for.

So writing a message that is targeting boosters exclusively, or primarily, using language that brings down the temperature on your ask, this is just one person asking a professional how they got so smart at their job.

And then living through with their promise. This is about the readers’ insights and knowledge that they’d be willing to share with a stranger out of the goodness of their heart. It’s a very specific email, but it has a very, very strong impact with our target audience, and it works just as well now as it did five or ten years ago.

There will always be boosters out there. We just aren’t trained to find them.

Pete Mockaitis
I love it. Well, Steve, could you give us a rundown? So we got seven points, you say, in this message. Could you first – I’ll put you on the spot – give us a rundown demo of what straight-up a full text of such a message could sound like? And then highlight the seven points from that.

Steve Dalton
Yes. Subject would be your product management experience at Waymo. The body would be, “Hi, Mark, I’m Becca, a fellow MBA,” and in parentheses, (Duke, Class of 2028). “Do you have some time to chat about your product management experience at Waymo? Your insights would be greatly appreciated because I’m trying to learn more about product management in the autonomous vehicle space. Best regards. Becca.” So that is the email.

Pete Mockaitis

There’s seven points in there? There are so few words. Seven full points.

Steve Dalton
Yes, exactly. And that’s one of the points. Keep it short. Short emails. Allow short responses. They’re easier to scan. It’s easier for people to figure out what the point is.

Pete Mockaitis
And it’s easy to say yes to. Like, if I see paragraphs, I just go, “Ugh.” It’s, like, “Maybe later.”

Steve Dalton
It’s funny because I’ll get a lot of pushback from job seekers who say, “I can’t send these messages. I don’t want to impose on people.” Emails this short are not imposing. It’s those long emails, especially ones where you tout your own background, the cover letter style emails, where you’re telling someone why you’re so great when they did not ask for that email.

That’s where you get into problems. This is a very reader-focused email. There’s almost nothing about you, the sender, and that’s by design. Because this conversation is not going to be about you, the sender. It’s going to be about the reader.

And we are going to honor that promise. We will talk about ourselves when asked and not before. We can put a shortcut to our LinkedIn profile at the signature line of our email. But before that, like, we are a cipher. We are whatever they want us to be. That is fine.

So the other points. Make sure you make your ask in the form of a question, ending in a question mark, not a statement ending in a period. Keep these short, under 75 words. The body of the one I just went through is about 50.

Categorize your interest. So tell them without telling them what other companies you’re likely speaking to, so they know this is probably not your first conversation in this space. So you’re going to know what you’re talking about. That is the most important one of all, is just have that category, that product management in the autonomous vehicle space.

They can probably assume you’re also looking at Lucid Motors, Argo AI, Polestar. Great! And you didn’t have to put them on the spot by saying, “Here are the companies I’m also talking to.” You gave them the category. They can infer from there.

State your commonality to them first. So you might not have gone to their school, but you share a degree with them, potentially. And if you don’t share any commonality with them, you skip that one. But the more senior they are, the more I’d want you to Google them to see if you can find a media reference that was made about them, an interview they appeared in.

Pete Mockaitis
Well, I mean, if I may, AI could help you there, too.

Steve Dalton
Absolutely, it can. So it’s great at research and great for prepping for these meetings as well. Put their experience into your own words. This is the newest and seventh point. So if they are a senior product manager, don’t ask about their SENIOR PRODUCT MANAGER experience where senior product manager is capitalized.

It’s still product management experience, “Can you tell me about your product management experience?” I know they’re a senior product manager, but to call that out very specifically makes it look like this is a job search. A little bit too on the nose, a little bit too obviously. But show the confidence that you can put their experience into your own words.

Pete Mockaitis
And I’m curious, are you better off with email or LinkedIn nowadays?

Steve Dalton
You are better off with LinkedIn Group messages, specifically. Best kept secret in the job search, and LinkedIn is aggressive about trying to take away that option from you. So they recently offered everybody a free year of career premium. The problem with career premium is it only gives you five in-mails per month, per calendar month. And it will charge you an in-email to send a message to a fellow group member.

Now to send a message to a fellow group member, you’ve got to look them up in the group directory itself and then send them a message. If you are a proud basic member, like I am, I’m proudly basic in a lot of ways, but if you’re a proud basic LinkedIn member, you can do that free 15 times per calendar month.

And that happens to be the best way to get in touch with boosters, people who are predisposed to be boosters, because you share this affinity group. They didn’t have any obligation to respond to you so they’re probably doing it because they want to engage with you and want to help where they can.

When you reach out to someone at their work address or even their alumni address, there’s a higher than average instance that they’re obligates. They’re responding because work might be checking their email or because they don’t want to lose face because they’re supposed to be a good alum but they really don’t want to do this.

So LinkedIn Group messages are your best bet. A direct email, ideally, a lifetime email from an alumni database, but second to that, their direct work email, which you might get from a Prospeo.io or a hunter.io. There are tons of services that will help you guess professional emails. That’s your second best bet.

LinkedIn Connection requests are great follow-up attempts, but they are terrible first attempts because there’s no graceful way to follow up on them, and people tend to accept them and never reply, or they tend to ignore them because they don’t know you. And you only get to customize three of those per calendar month now. So group messages are your best bet.

Pete Mockaitis
Okay. So to be clear, this is a LinkedIn in-mail message to an individual who happens to be in a LinkedIn Group with you, is what you mean by group messages? One to one, but they are another person in the group with you?

Steve Dalton

Yes, it is not an in-mail unless you have premium, and then you will be charged an in mail for it.

Pete Mockaitis
Oh, it is not an in-mail.

Steve Dalton
If you are a proud basic member, it is something totally separate. You get 15 of them instead of five.

Pete Mockaitis
Oh, it doesn’t even call it an in-mail when you are in the group with them.

Steve Dalton

Yes, it is a quirk of LinkedIn, but it has been something they’ve offered for a long time and it is just so incredibly useful and free, which I love.

So join all the big LinkedIn Groups – the Harvard Business Review Group, the TEDx Talk discussion group. I’m members of plenty of groups that I don’t really engage in. I just know that there are a lot of people who tend to be job seeking in these groups. And so it gives me free access to message people that I want to get in touch with.

Pete Mockaitis
And I don’t want to get too hung up on the technicalities, but it sounds like this is a nuance that matters tremendously in terms of, like, your response rate could be decimated if you’re, you know, trying it a bit differently.

So I am finding a person who I share a group with, and then just sending the message in LinkedIn, and then that just shows up to them as not an in-mail, but a message from someone who is in the group.

Steve Dalton
Yep, you don’t even need to provide a subject line. So there’s less work for you. Even better. And they know you’re not spamming them because they can click on your LinkedIn profile. They know you share this affinity group together. It really is a beautiful thing.

But, again, you’re never trained to do this. So it’s a loophole that consistently delights. It might be the single favorite thing that I get to share with all of my audiences when I go do talks at schools or even companies.

Pete Mockaitis

Well, I think, if I may, the reason we love it so much is because, one, we never knew it; two, it’s so quick and easy; and, three, it makes a big impact. I mean, that’s like the sweet, sweet nectar of podcasts right there, Steve.

Steve Dalton
Just want to provide value.

Pete Mockaitis
You nailed it. Cool. All right. Well, wow, so much good stuff. So, Steve, tell me, what is something else that is new that we got to know?

Steve Dalton
You know, we talked about earlier, there are basically three ways of job searching. I think it’s also important to dispel the myths around the term referral.

So the word referral is problematic. A lot of you are thinking, “I’ve gotten referrals before, and it hasn’t led to any interviews. Like, this thing, this whole system doesn’t work.” And it’s because the word referral itself is problematic.

Now, these three phenomena I’m about to describe are all called referrals. The first one, “I don’t have time to talk, but here’s a link. Apply through that link, and you should be good.” This is especially a popular one with Mag 7 companies like Meta and Amazon. That is a referral.

I call that an online referral. Everybody has one. They are points of parity. They’re easy to get, therefore, they don’t return that much of an investment on it.

Pete Mockaitis
But it’s more than zero, like applying blind to the posting. Okay.

Steve Dalton
Yeah, so even with that referral, everyone else has one, too. They’re awash. We want human referrals. Now some of you are thinking, “Well, Steve, I wasn’t born into the right family where my dad is buddies with the CEO at the country club.” Nor was I. I call these birthright referrals.

If you have them, you’d be a fool not to use them, but most of us don’t have them. And it’s easy to think, “Everybody else has them but me,” and really nobody does. We are all looking. And those people are probably not in the job search very often because they just go from kind of nepotistic position to position.

So I call them birthright referrals. We can’t go back in time and change who we were born to and what income bracket. So use them if you have them, but I think a lot of people overvalue them. Just because you knew someone in your past doesn’t mean they’re going to be helpful or advocate for you.

The best thing you can do as a job seeker is go for earned referrals. That’s my term for someone who’s a first-gen college student who convinces someone who is doing product management at one of their dream companies to use their own social capital to introduce this first-gen college student to another product manager who may have a job opening.

That is an earned referral. You demonstrated actual skills that will be useful in any job. So why wouldn’t you put that person to the front of the line for an interview, that you can teach them what they need to know because they already demonstrate the ability to learn a critical skill for any position? But it’s important to note we are targeting earned referrals.

So when we get into these informational meetings, the final third of the book, there’s no single question you can ask a stranger to turn them into an advocate. So the important thing to note is that this is a professional intimacy-building algorithm that I call TIARA.

The best you can do from a stranger is turn them into an acquaintance. But you can’t take an acquaintance and ask them a single question that will turn them into a mentor either. The best you can do for an acquaintance is turn them into a subject matter expert.

So that’s where I recommend the Trend followed by Insight questions of the TIARA framework, T-I-A-R-A. Trend and Insight are the first two questions. Trends are macro questions. Insights are more personal.

That would be inappropriate to open with. Like, “What’s been your best professional decision so far and why?” A bit too intimate to start with, but it’s great after a big macro question, like, “What trend is most impacting your space right now, in your opinion?”

So Trend and Insight questions make people think creatively. They ask them for superlatives, they search their brain and genuinely engage with you. Now they’re feeling like a subject matter expert. And from subject matter expert, you can definitely convert someone to potential mentor by asking them Advice, Resources, and Assignment questions to wrap up the experience.

And that’s laid out in the third edition of The 2-Hour Job Search but really laying it out, it’s a customer journey that we’re trying to fit into one 30-minute meeting. So I disagree with, “Oh, I only need 15 minutes of your time.” It takes time to build this intimacy.

I also deeply, deeply disagree with the feedback that, “At the end of your informational ask, who you should speak to next?” There are lots of pieces of advice I wish would die in a fire, but that one more so than pretty much all of the other ones, because it’s a quick way to cheapen the discussion you just had.

Asking this person how they got so smart at their job and then ending it by implying that they weren’t helpful enough, or maybe this was a plan all along and you didn’t really care about their insights. You were just looking to get introduced to someone more important.

And, furthermore, you didn’t get a chance to get consent from your coworker to share their name with a stranger. So there’s so much bad about this advice. You will be going back and asking for those referrals later, but at the end of the informational is the worst time to do it.

It is the rudest and cruelest time to do it, and you will make the person who just gave you the gift of their time and knowledge lose face, which makes them not want to work with you anymore.

Pete Mockaitis
Now, Steve, there’s some passion there on this one. I can totally hear you there in that those are the vibes that I think I would feel if upon, and I felt it before. You know, it’s almost like, and I think I’m a fairly humble guy.

But if I’m really cooking with someone, right, and I’m feeling like, “You know, I really like this dude. This person’s got it going on. We’re vibing here. I really want them to succeed and win. I’m sharing the goods, the secrets, the gold.”

And then I hear, “Is there anyone else I could talk to?” That is my immediate reaction, it’s like, “Oh, sorry, I wasn’t good enough for you? With all that, that wasn’t good enough?” And so now, on the flip side, if they give you nothing good, like maybe you should ask.

Steve Dalton
I recommend, there’s a middle ground here and TIARA builds it right into the framework. That resources question is always the same. I call it the pivot question. It is always this, “What resources do you recommend I look into next?”

Pete Mockaitis
Resources.

Steve Dalton
The word resources is vague on purpose. Ideally, we’re hoping for a referral to another human being. That’s an earned referral. Some people are open with their networks. Some people may have gotten permission recently to share that person’s name.

Some people may just be excited to help you, and they will volunteer that information, “Oh, do you want to work for us? Oh, you got to go talk to Wendy. She’s looking for somebody right now. I’ll make the intro for you.”

But the key is you didn’t ask them, put them on the spot, make them lose face by saying, “Who should I speak to next?” If they weren’t ready to volunteer Wendy’s name, that would be very awkward.

So I put that at about 20% of cases when you ask the pivot question, “What resources should I look into next?” About 20% of the time, you’ll get someone who just volunteers a name to you.

The other 80% will say, “What sort of resources are you looking for?” And that’s when I recommend pivoting in the other direction, “What’s the best 10 minutes of research you do in a given day or week to stay current on your space? Is there a monthly, daily, weekly newsletter that you find most helpful, and why? Is there a conference that you prioritize attending each year and why do you find it so helpful?”

But it’s really about keeping this person’s trust and advocacy because, ultimately, you’re going to need them to risk their own social capital to make an introduction for you on your behalf.

Pete Mockaitis
So good. Thank you, Steve. Well, now can we hear about a favorite quote, something you find inspiring?

Steve Dalton
I’ve been reading a lot of Dungeon Crawler Carl lately, as many of my listeners out there might be. I’ve found it very inspirational, “You will not break me,” whenever you’re going through that tough period. And I think a lot of us are going through that tough period right now.

We don’t know how we can possibly tackle the beast of job searching. It will not break you. You just have not been trained for this yet.

Pete Mockaitis
Okay. And a favorite book?

Steve Dalton
Man, we already mentioned Dungeon Crawler Carl, so I’ll just recommend the entire set. And I also really enjoyed Recursion recently. So I like a good time travel mystery. So those would be the ones I’d keep an eye out for.

Pete Mockaitis
And a favorite tool?

Steve Dalton
Claude used well. Use it well. Use it for what it’s good at, which is helping you figure out what you want to do, helping you understand, “What are 10 projects I would be expected to do if I were hired as a product manager for Waymo?” And see if that work appeals to you. That may help you learn you don’t even want to be a product manager.

Like, use Claude, challenge your creativity. It can help you prep for these informational meetings, “What are 10 trends that I need to be aware of? What are 10 pieces of jargon I should be aware of before talking to some product manager who works at Waymo?”

Use it for those less obvious things. Use it for things that are stressing you out and have you stuck, that email that’s tough to word, that concept you’re having trouble putting a finger on, that analogy that you’re just really struggling to come up with. But don’t use it for cover letters. Don’t use it for resumes. It’s not good at that.

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

Steve Dalton
A big discussion on the green button paradox. The green button paradox is my term for a thought experiment. I asked career coaches and job seekers alike, “Let’s say that there is a green button you can push.” And, please, join this conversation. I’d love to know your inputs and takes.

Let’s say there’s a green button you can push that will instantly download into your brain all of the whys of networking, all of the benefits from a statistical perspective in terms of your job search, all of the what’s of networking, like how to do a good informational, how to do the TIARA framework, how to write a good seven-point email, how to follow up on those meetings optimally to maximize the conversion to an interview, so it takes away all the risk of embarrassment of doing these wrong.

Pete, the only catch of it is, if you push the button, a batch of outreach initially goes out to your top six, and people expect you to show up at those networking meetings. Data shows that this is going to help you get jobs.

But what percent of job seekers do you think push the button?

Pete Mockaitis
Well, for me, I 100% would push it. So that’s me. But what do I think about most? I think they would say 70-ish percent.

Steve Dalton
The career coaches that I sampled in a recent webinar were between 20 and 30 percent thought would push the button. And that, to me, is very sobering.

Pete Mockaitis
So they thought that 20-30% would choose to push the button. What are you seeing in your survey so far of the percent who would push the button?

Steve Dalton
Job seekers had something pretty similar. It seemed like even the job seekers in this particular session were between 20 and 50 percent. So implying that under half would push the button.

I get it. Like, we are a generation now that is entering the workforce that grew up on screens with less in-real life play. A lot of our socialization is networking. We’ve worked from home for many years, even though it wasn’t our choice.

So I get all of that exhaustion, but the stakes are so high right now. So, to me, the reason this paradox has got me so obsessed is, like, I’m all about programming the button to be better at making the mechanics of outreach and networking easier and more effective.

But I think we all need to ask ourselves, “What is holding us back from pushing the button and how do we get over that?” How do we break down and formalize and institutionalize, maybe at the high school level, even, this fear? Because it’s a lot easier to learn to swim when you’re a toddler than when you’re 40 years old. You just haven’t built up the fear of it.

And I think higher education really needs to take a look at the green button paradox and figure out, “What are we doing to solve the people’s unwillingness to push the button, even though we can prove to them, this is only good for you? This is solving that pain point that you say you want solved, but it seems like the barriers.”

And it’s important to note that our brains have been, for hundreds of thousands of years, wired to protect us. It is doing the same thing to job seekers right now. Every time it comes up with a reason why now is not the right time to network, that is your brain trying to keep you safe from psychological harm.

But we need to have the wherewithal, the agency to tell our brain, to Marie Kondo our brains and say, “Thank you for your service. I know you were trying to do me a solid. The stakes here are just too high. I need to take you off autopilot right now.”

To me, the green button paradox is the next big challenge in the job search. What are we doing about getting people increasing people’s job seekers’ willingness to actually push the button if they had it presented to them? That’s, to me, the bigger challenge and that’s going to take a village.

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

Steve Dalton
Follow me on LinkedIn. I have a LinkedIn Group of about 25,000 people. I answer questions from readers about once a day. There’s usually no more than a week long queue before your questions will get greenlit.

I do corporate workshops, so if you would think, “This would be helpful for our company,” please mention me to your colleagues. Steve@contact2colleague.com is my email address for workshops and talks. If you have a job search question, I’m happy to answer it. I may direct you to my LinkedIn Group for it, though, out of fairness to those already waiting in the queue.

But please engage with this material, get curious, ask me questions, challenge the material. If something I said doesn’t make sense today, I’d love to hear your perspective because that’s how this recipe gets better over time.

Pete Mockaitis
All right. And do you have a final challenge, or, kind of sounds like we covered them, but do you have a final challenge or call to action for folks looking to be awesome their jobs?

Steve Dalton
Stay curious. This is a life skill you only need to learn once, like riding a bike. It will be with you for the rest of your life. It will help you get promoted. Keep your job when there are layoffs, find more community at work. The benefits will never stop paying off. Bite the bullet now, learn it now, especially before everybody else has no choice but to learn it.

Pete Mockaitis
All right. Steve, thank you.

Steve Dalton
Absolutely, my pleasure. Thanks for having me back.

1193: How to Build a Team That Can Thrive Without You with Bill Flynn

By Podcasts No Comments

Bill Flynn shares his strategies for building a team that can lead, decide, and thrive without you.

You’ll Learn

  1. Why you shouldn’t play the hero
  2. How to build a self-sufficient team
  3. How to delegate authority, not just tasks

About Bill

Bill Flynn has collaborated with Alan Mulally and Amy Edmondson, pitched Steve Jobs, accomplished much, failed often, and learned many useful lessons from thirty years of studying the science of success. He is best described as a pragmatic Simon Sinek; an optimist and an operator.

Bill embodies his core purpose – simplified servanthood – by spending each working moment to help create a compassionately productive society by enabling enlightened leaders to focus on the few things that truly matter to their teams and key stakeholders. For having a great business is one way of making a better world.

Resources Mentioned

Thank you, Sponsors!

  • Vinted. Download the Vinted app for free to start selling with no seller fees!

Pete Mockaitis
Bill, welcome!

Bill Flynn
Thanks, Pete. Glad to be here.

Pete Mockaitis
Well, I’m excited to chat about your latest, The Hero Trap. Could you kick us off with a particularly surprising or extra fascinating discovery you made while putting this all together?

Bill Flynn
Well, what I found out is that when you get promoted to run a team or run an organization or division, department, whatever it may be, everything that had got you there, all of the successes, rewards, recognitions for being the decision-maker, the hero, the person who won the deal, came in at the last minute and saved something, whatever it might have been, work against you when you are now leading a team.

Being the hero is not your job when you run the team. It is to make the team the hero. And it is a sort of insidious situation because you’ve got decades probably, at least 10, if not 20 or 30 years, of reinforcement from when you’re young, in school, wherever.

And then if you actually get to a point where you say, “Hey, you know, this isn’t working for me. My life has been taken over. The hours and time that I have to spend doing this because I have to be the one who has the answer.”

You know, you can’t eat dinner, you can’t go home, and you decide that that’s not working for you, and you begin to pull back and let the team do more stuff, their first reaction will very likely be discomfort. They don’t want you to pull back because they have been acculturated, if you will, into this particular way of thinking where when something bad happens, you’re the one who comes in and fixes it.

So they sort of help you solve that as opposed to having the responsibility to do it themselves. That’s what I’ve learned.

Pete Mockaitis
Yeah, that’s well said. And I think that just the hero verbiage, really, I think grounds this whole thing in sort of the emotional stakes of what it feels like as opposed to very theoretical discussion, like, “Oh, as you enter a leadership role, you’ll need to begin delegating what you used to do.”

It’s like, “Okay, yeah, I’ve heard that before.” But when you crystallize it in this hero language, that really brings it home. Could you share some key stories that illustrate this?

Bill Flynn
Yeah, so I sort of experienced this myself, not that I was necessarily the hero in this story, but I came in and replaced the hero. I was brought in a number of years ago to help a founder sell his company, and he brought me in as his sort of head of sales and sort of the guy with the gray hairs, if you will.

And through that process, I helped him do that about a year or so after I started, he sold the company. But during that process, his co-founder, who was the person who wrote most of the code of the software that we were using, this was an email hosting company, was running marketing.

And he ran marketing like an engineer. And he did a Scrum in the morning and he gathered his four or five people, and sort of told them, “Okay, let’s do this today.” And then at the end of the day, they sort of debriefed. And he did that day after day after day.

And when I took over, I said, “I’m not going to do that,” for two reasons. One is that just wasn’t the way I did things. I’m more closer to a builder and an architect in my vernacular than I am the hero or the controller.

And, two, I didn’t have the skills to do that. I didn’t know how to write copy. I didn’t know how to do page search or a SEO at the level that needed to be done, so I couldn’t tell them what to do. But I could say, “Hey, look, you know, what do you think marketing’s job is in this company?”

And we had a discussion about that, and we came away with, “Marketing’s job is to help make sales easier.” So I said, “So all the things that we do, that’s our job is to make the process of actually turning someone into a customer a lot easier.”

“And you all have roles to do to contribute to that, and let’s discuss what that looks like, how we would measure, how well we do there, what are the areas of marketing that we want to make sure we’re excellent at in terms of cost and throughput and volume, etc.”

And I said, “Then go do your jobs, and then figure it out, and let me know when you need me to help sort of come in.” And I didn’t just sort of let him go. I certainly was involved in the process, but I was more sort of eyes-on hands-off type of thing. And when I first said this, you should have seen the faces in the room.

They hated me. I think the word is correct. And I was told later by them because, eventually, they came to appreciate what I did. I was told honestly, “You know, we just hated you because, you know, what are you doing? You sort of basically upended our entire existence at that time, and asked us to do something that we weren’t asked to do.”

But as time went on, and I supported them, they were very good at what they did, they knew what they were doing, there were certain things that I could do to help, but so they sort of ran marketing without me.

And what’s really nice about this story is one of them became my client years later in what I do now. And we’re still, we have a 20- some odd year friendship from that. And two of the other women that were in the organization used me as their reference for the next job. So for the next 10 years, I was the person they asked to be their reference for the next job.

So If you can get through that knothole of difficulty and despair, if you will, it usually turns out pretty well.

Pete Mockaitis
Well, boy, that speaks to a lot of things all at once, and I’m really digging it. Because, well, one, the fact that they hated you suggests that what they were doing before was working for them reasonably well, I would speculate, right?

It’s funny, if what they had before was terrible, and you came in with those fundamental, you know, big-picture first principle questions, “What’s marketing’s job here?” they might say, “Oh, finally, we can throw off the yoke of all of the silly junk we’ve been dealing with.”

I’m thinking about the book The Goal, about manufacturing. It’s like, “What are we trying to do here?” “Well, we’re trying to make some money, and the manufacturing supports that by, you know, efficiently, cost effectively, reliably, turning stuff through the manufacturing lines. So that’s kind of what we’re doing here.”

And so they had all these, you know, silly metrics that were just bogging things down and nonsense. So they were doing something that was working for them well enough, such that when you disrupted it, it was not welcome.

Bill Flynn
Yes. exactly. And what’s interesting is, and they began to see it as we added, we started to add velocity to marketing. because when you have to wait until it goes up through the top, that slows everything down, and he or she may not have all the answers. or if even the fact that you have to do that, slows everything down.

I gave them guidelines and guardrails, and I gave them direction at the high level, and I gave them safety. You know, I said, “Look, you’re not going to get everything right. You may make a mistake every now and again, but that’s okay because what we’re doing here together is new, and we want to grow this part of the organization, which means you’re going to make mistakes.”

“So what we’ll do is we’ll just work together and we’ll correct them, and next time we won’t make those mistakes.” And, again, they didn’t believe me. They thought I was setting them up for failure. I think that’s what made the difference for them. They saw that they could do things faster. And the metrics actually got better.

We increased the average order size because we did marketing to help sales, but we also had a website and we did online sales. So marketing was basically also a sales engine. That average order size went up. The cost per acquisition went down. So all the things that you really look for at a high level worked really well.

So they were competent and reasonable people, and they saw that. And once they saw those metrics going, it actually gave them energy and motivation to want to do even more. So I think that’s what you see when you go from good enough to approaching great.

Pete Mockaitis
And what I also dig, when we think about just the title there, The Hero Trap, you can feel like a trap for you in terms of, “Oh, my gosh, the sheer hours required of me to do all of these things is, it feels like a trap, like a prison.”

And also, it’s a bit of a trap in terms of, as you think about what universe of career possibilities might exist for you, you might say, “Well, I don’t know much about marketing, so I have no business leading a marketing team.”

But it seems like, “Au contraire, if we utilize some of these principles, you could be an effective leader of all kinds of teams in which your subject matter knowledge is somewhat limited.”

Bill Flynn
Exactly. And interesting enough, so I used to be a Vistage speaker, and for those of you who don’t know, Vistage is a sort of peer-to-peer advisory organization, have been around for 60, 70, 80 years. And it’s mostly CEOs and leadership teams. It has a whole bunch of capabilities. And I would speak to CEOs, so I’ve spoken to hundreds, if not thousands of CEOs.

And I would do this exercise with them where I would have them fill out a three-by-five card for that particular role. And we’d put CEO or founder or whatever on the front. And on the back, at the top, it says, “Why do I get paid?” And it’s, “What are the key things, what are the key outcomes that this role, regardless whether I’m in it or someone else, gets paid?”

And I had people who ran, you know, pet stores and ball bearing companies, and software organizations, high-end technology, in the same room. And after I had them fill out the card, I would have each of them turn to each other, and they would read their card to each other, and they would help each other, you know, sort of helping them with the process.

And then after all this was done, I said, “So what was the thing that you noticed when you did this?” And, invariably, more than half the time, I would hear from people that say, “Well, you know, I run a pet store, and he’s the ball-bearing CEO, and our cards are remarkably similar because the key outcomes for that level of the company are basically the same.”

So I think, in some cases, you absolutely have to have some knowledge, some skill, minimum amount. There’s a credibility issue, of course, and competency issue, a minimum competency. But you don’t necessarily have to know everything to the nth degree. But you do know how to attract and build and develop teams. And that is a universal skill.

And as far as I know, Pete, and I’d love to hear from your take. I mean, I went to school. I have a business degree. I have a degree in marketing. I was never taught how to run a team. I wasn’t taught anything about teams, right? I was taught things very specific, very discrete things about skills and knowledge, but not about something that really matters to me.

It may be the most important thing on the people side of the business because teams get most of the work done. It’s rare that one individual is responsible for a large portion of the success of a company. So I think your comment is well made.

And if we can help people understand that being a great teammate is how you can be awesome at your job, not just being just great at the thing that you have been asked to do, but also be part of a great team, then you will be able to go very far, whether you want to go up an organization or wide or somewhere else. I think that’s a really important skill to have.

Pete Mockaitis
Well, I’m loving you already dropped a few of these very foundational questions, which I think are really illuminating. Can you give us some more of these favorite questions in your toolkit that really help organize and clarify what we’re up to?

Bill Flynn
Yeah, so one of the things, I work with individuals that lead teams. So I typically work with CEOs and then the leadership team, but I also work with people below that. And I’m a go-to person sometimes for these folks.

And when they come to me and they say, you know, “Here’s the situation. I’m trying to figure it out,” my first question almost always is, “Let’s assume that whatever you’ve done here is completed. How would you describe that as an ideal outcome? What would that particular thing look like?”

“And so give me details. Don’t just give me a word or two, but let’s walk through what that is. Because it’s a lot easier to go backwards from there than it is to go forwards from where you are.” So that would be something that I definitely work with, be it an individual contributor or a team leader or a CEO. It doesn’t matter. To me, that’s a vital question.

And that is also a question that goes across all sorts of parts of the company. For instance, if your job is to run a particular meeting, that should be the first thing you ask yourself, “What is the ideal outcome of this particular meeting? How would I describe a very successful version of this meeting?”

And then you say, “Okay, if that’s what I’m really trying to do, who are the people in the organization, regardless of title or whatever, that I must have in this meeting to give me the best possible chance of achieving that outcome?” Then you put together the agenda.

We hardly do those first two things. We just invite anybody. We don’t really know the end. If you do those two things, your meetings will go much faster, they’ll have much better throughput. The people in the meeting will be a lot happier because they actually have context and they understand what they’re trying to accomplish, why they’re there.

So those would be a couple of things, or one thing that I think can stretch across a couple of different areas.

Pete Mockaitis
I love it. Okay, so the ideal outcome and then going backwards, and then the subsequent questions. What are some others?

Bill Flynn
As a contributor to an organization, one thing that I learned, and I remember from your notes, I’m a big fan of Pareto, the 80/20 model. And this quote that I can’t find, so I guess it’s mine, but I’m sure I stole it from somebody, is “Few things truly matter, either in business or in life, but those that do, matter tremendously.”

Pete Mockaitis
Oh, yeah.

Bill Flynn
And your job as a parent or as a team leader or a team participant, whatever it may be, if you could figure out what those few things are, and it’s typically no more than five, and most likely somewhere between two and three, and you spend the bulk of your time and energy making those things optimal, that is the best time you could ever spend as an employee, as a leader, whatever it may be.

It’s easily said, more easily said than done, but once you figure that out, the world becomes a lot easier to navigate and to view, in my opinion.

Pete Mockaitis
Yeah. I think that’s so true. And I have found, like I love the book, The 80/20 Rule, or Essentialism, or The ONE Thing. And it’s funny, so these are books about, you know, productivity, effectiveness, getting more stuff done.

And I find that if I’m stressed, I actually pause to read or reflect on some of these ideas. It’s very liberating. It increases peace and it reduces stress because it’s, like, “I don’t actually have to deal with everything. I’ve got to deal with these, you know, two, three, four things. And they make all the difference there.”

I’ve taught on the 80/20 principle and, like, these things are not just a little bit more important or impactful. They’re 16 times as impactful. Let’s walk through the math, and it’s huge. So could you maybe give us a few examples of a domain, and the two or three things that matter a whole lot in that domain?

Bill Flynn
So, I used to run sales. And when I first started running sales, I wasn’t very good at running sales and I, again, sort of said, “Okay, what does selling mean? And how do I know when there’s a great salesperson?” And I looked at all the great salespeople I had worked with, and they were all different. Yet, one would say that they were successful.

So I said to my team, “I only have two rules as your leader of sales.” I said, “Of course, you need to know your product, you need to know what we do, all that kind of stuff, all the basic stuff.” I said, “But I don’t care how you reach your number. We can argue whether your number is fair or not, and I’m happy to do that. But once we sort of set your number for the month or the quarter or the year, whatever it is, my two rules are be honest and be responsible.”

“And, you know, honest was, I don’t want you to knowingly say something that is disingenuous or incorrect in order to win a deal. And then responsible is responsible to there are three constituencies that you need to be responsible to. You need to be responsible to the organization, you need to be responsible to the client, and you need to be responsible to yourself.”

“So if you are able to do those two things, again, if you want to make a thousand calls to get your number, or you want to make ten calls because you do deep research, whatever, or somewhere in between, if you want to focus more on your personality and relationships versus technique, I don’t care, as long as you’re honest and responsible. And we, as a team, we’re going to work together to make that happen.”

Pete Mockaitis
And how do you define responsible in this context?

Bill Flynn
Responsible, again, for those three things is you need to be responsible to the organization so that you know you’re not just closing a deal to get a check. You’re representing an organization. In many cases, you are the organization to those people, so you have to remember that. So the things that you do and say are reflective of everyone else behind you.

The second is you need to be responsible to the client. They’re going to be clients that want to buy from you. But if you do a good job of qualifying them and doing needs analysis, we may not be the right fit. And I would rather have you walk away from a deal that isn’t the right fit because, eventually, that client is going to be unhappy.

And if you do that a few times, you’re going to be dealing with those unhappy customers, which will take time away from you getting new customers who are happy. So you need to be responsible to them. And then, of course, to yourself, right? You want to make sure that the future version of you is very proud of the current version of you.

Pete Mockaitis
Okay, so responsible in the sense of you are owning their concerns and acting in their best interest. It’s, like, that’s yours. And you feel it, as opposed to that’s someone else’s issue. They’re going to have to deal with satisfying them somehow.

Bill Flynn
Right, exactly.

Pete Mockaitis
Okay, very good. Well, so now, zooming out a bit, you’ve got a framework – a controller, builder, architect. Can you walk us through that a little bit?

Bill Flynn
Sure. So what I found is that, either myself or other people that I’ve worked with and/or researched, because of this hero trap, the success paradox, we have usually a default identity. Most people, especially if they’re founder-led, you know, they’re a founder of a company, default to the hero, the controller model, because they were the ones who had the answer, they had to do the research, they had to do all the work, because that’s what got them there.

Eventually, the company grew and got successful, hopefully, and that became more and more of an issue for them. But also, what does happen, and I’ve seen happen, is when pressure hits, that’s their default regardless of the size of the company.

So if financial pressure hits or some other type of pressure hits, they’re going to default to getting in there and solving the problem, as opposed to stepping back and saying, “Okay, how do I help my organization do this?” So that’s the issue that I found in general.

And I was saying, “Well, is that the best way to do things?” And I came up with this framework which says you actually have the option of three different identities. The controller, which by the way, Pete, is okay. It’s not a bad identity. Sometimes you need to jump in and do the work and make the decision, etc.

But if you just stop there, that’s where we get back to you don’t get to go home at night. You know, the nights get longer and you get a call at 3:00 o’clock in the morning because something was broken in Japan, and you have to fix it or whatever. But you can’t just stop there. You have to be moving towards architect.

And the next step is builder, and the last is architect. So if I were to synthesize this, controller is, “I do.” The builder is, “I teach how I do.” And then the architect is, “I build systems so I’m not necessary to do either of those two things.”

So if you are the hero and, let’s say, I’m sure in your situation, you’ve probably come in and you’ve had to, like, fix something. Maybe there was an angry client or some system broke, and you had to come in and just make it happen because there was urgency to it or whatever.

Your next step is to say, “Okay, let me teach my team how I did that. Let them understand how I think through these kinds of problems.” You probably have an innate heuristic or whatever it is, you know, some sort of rubric that you use to walk you through a process.

And if you teach that to them, the next time that particular thing comes up, then they will know how to say, “Hey, this is what Pete would do.” And if you’ve read Turn the Ship Around, this is sort of what David Marquet was talking about in his example when he took over the submarine that he didn’t know how to run.

So he basically told people, “I need you to tell me what you intend to do, and I will just sort of say go ahead, because I don’t know how the ship works, but I will teach you how I think. I’ll teach you how. I need to keep us safe. Here are the things that I need to do.” So when they’re doing that intent model, they’re using his thinking to do that.

Now that works for a long distance, but when you really are in a situation where you want to fire yourself from the day-to-day as much as possible, you need to build systems so those people can take that knowledge of yours and use their own brains, be it individual or team, to look at things that you haven’t prepared them for.

So, for instance, you might have taught them a particular way of thinking, but the next thing that comes up is there’s a slight deviation from it, and it doesn’t look and smell exactly like what you just told them. So what will happen if you don’t teach them the systems, then they have to come back to and you have to sort of solve that one a little bit differently.

But if you put the systems in place and you create this architect model where you’re building people who think for themselves and can leverage the system, they won’t even come to you at all, or they’ll come to you and say, “Hey, this came up. It looked a lot like the thing you taught us a year ago, but this was the change. We’re going to do this because this is how we looked it through. Are you okay with that?” And you’re like, “Go ahead, give it a go.”

That’s very different than, “Hey, the problem came up and we don’t know how to solve it. Can you help us fix it, or fix it for us?” So those are the three models: controller, builder, architect.

Pete Mockaitis
Okay. Well, can you give us a real-world example of a domain in which we’re approaching it as though we are a controller versus builder versus architect?

Bill Flynn
Sure. And I can use an example from one of my clients. I had a client for many years that grew tremendously quickly, over many years, grew 40%, 50%, 60% a year and continued that pace. And then things started to slow down. And the leader couldn’t figure it out.

And what he would do is he would insert himself into the process. So he may have said, “I want to hire these people, and I want to be the one who makes the final decision, or this is what I want us to do to fix that particular thing.” He would literally put himself into that person’s role who reported to him, head of sales, head of marketing, whatever it may be, and just did their job for them, because, again, that pressure hit.

I have had other leaders who have taken what I’ve said and done the opposite, where one of my favorite sayings, which I already said, is, “Your job as a leader of team or teams of teams is to fire yourself from the day-to-day as much as possible, because your job eventually is to look out to the future of the business, or the team, not down into running it.”

And one of the folks that I worked with took that to heart and just sort of stepped away from his team, and they felt abandoned because he hadn’t set up the structure for them to be independent. He didn’t give them the guidelines and the guardrails that I mentioned earlier. He didn’t give them the direction. And they were very much struggling and were unhappy with his process.

So we had to work together and have him sort of step in and say, “Okay, you know, where are they disappointed? What are they looking for?” And he started to step back in and started to put the scaffolding in place so he could step back a little bit more than he did before. So those are a couple of examples that I’ve seen directly.

Pete Mockaitis
Okay. And you have made a point that, when you’re delegating, it’s not just about delegating tasks, but delegating authority. Can you share the distinction and some examples?

Bill Flynn
Yeah, so this happens a lot, and I bet your listeners have either, unfortunately, did it inadvertently or had it done to them is, you know, you’re delegated a particular thing, and then you go ahead and act on it, do your best, and then the leader comes in and either undermines you completely, and just says, “You know, we’re doing it this way. We’re not doing that way. I didn’t really like that.”

Or, you know, challenges you in front of the group in such a way that your authority to that particular delegation was minimized, if not eliminated. Another example that I like to give is, let’s say you’re given the ability to run a meeting, right?

So the leader says, “Hey, I want you to run today’s meeting.” And you finished the meeting, and it went okay. And the leader, as they’re leaving the room, says, let’s say I was the one leading the meeting and you were my boss, Pete.

As you’re leaving, you say, “Hey, Bill, can you follow me back to my office as I have some feedback I want to give you on this meeting?” And then I’m following you back to the office, and as I’m walking behind you, I’m catastrophizing. And I’m thinking, one, you know, “What happened? Am I in trouble? What is everyone else who was left behind in the room thinking about me? Where is my status within the organization because you just sort of threw this out there?”

So by the time we get to your office, and you sit behind your desk, which is a status symbol, and a protection of you, right, because you’re physically behind something, and I’m sitting in a chair, completely exposed, so my lizard brain is on fire, and my heart is beating.

I’m probably sweating a little bit. Maybe my vision has narrowed. And no matter what comes out of your mouth next, I’m probably not going to remember it because my brain is already saying, “Run like hell. Get out of the room. This is an existential event.”

Because our brain isn’t very good at distinguishing between a social threat and a physical threat, so all the parts of our brain light up are the same. So what you could’ve done differently to, hopefully, get the same outcome was you could’ve waited till everyone left, sat down next to me, and said, “Hey, Bill, how do you think that meeting went?”

And if I’m not delusional, I’m going to say, “You know, I think part of it went pretty well, and some of it, some of the parts I was a little comfortable with.” And you say, “You know what? I agree. Let’s do this. Put some time on my calendar this week, and I want you and I to get together.”

“And I want you to bring two or three things that you thought went really well in the meeting that we can maybe brainstorm and even improve and make them better. And I want you to bring one or two things that you didn’t think went very well, and I’ll do the same thing, and we’re going to work together every week until you and I agree that this is the best possible version of this meeting.”

Both were trying to get the same outcome, but the way it was done was a difference of authority, if you will.

Pete Mockaitis
Certainly. Yeah. It was like we’re collaborative team partners achieving an outcome together as opposed to, “I’m the boss and you got to shape up.”

Bill Flynn

Exactly.

Pete Mockaitis
Okay. Well, tell us, any other tweaks or pro tips you recommend, like shifts that make a world of difference?

Bill Flynn
So from what I can understand, most of the listeners that you have are, they may or may not be running teams. They’re probably an individual contributor. There’s probably not CEOs at all.

Pete Mockaitis
There might be, like, 40 of them out there. Howdy CEOs, we appreciate you.

Bill Flynn

What you want to do is the best way to make yourself promotable in most organizations is thinking about how you can be the best possible teammate to the group, right?

What value do you bring to the organization and to the team? And then how does that fit with all the other folks on the team? And how do you make sure you work together and make sure that you understand that they’re all bringing their own perspective, they’re bringing their own experience, and that will make your contribution even better?

Unless, of course, the person that hired everyone hired exactly the same person, just five of them, then that’s difficult. But most don’t. We’re at least going to bring our different experience to it. When you become a better teammate, you’re seen differently by people on your team and by others.

And if that’s what you want, if you’d like to run a team, etc., you can. This is exactly how I acted. I eventually became the general manager of a division of a company. I’ve not been a CEO myself. And I was one of those unusual people. I was usually the number one and number two sales rep in most of the organizations I was at.

And, usually, the mistake is to promote that person and they run the team. In my case, I guess I was a little bit different because I came at it differently. And I always thought about myself not as the best salesperson, but one of the other salespeople here. And I still can learn from everyone else, right?

There are so many steps in a sales process from awareness and interest generation, qualification, needs analysis, closing, negotiation. There are all sorts of skills that, you know, I could get better at. And I acted that way. So when I was promoted, it was not a surprise.

And it was not something that most people had an issue with as well, because they saw me that way as I developed myself through that particular organization and my career. That would be something that I would definitely tell the 33-year-old on average individual contributors.

That if you’re looking to do that, whether you’re looking to lead a team or not, but just be recognized as someone who’s valuable. To me, that would be something I would highly recommend that you think about is, “Am I being the best possible teammate today? Am I working hard not only to be a great individual contributor, but making my other teammates look great as well?”

Pete Mockaitis
And I think that’s so essential to proactively prompt yourself, interrupt yourself, get that in the groove, because, otherwise, it’s so easy to just get sucked into the endless to-do list and hustling to achieve the thing.

I found that it really does take a moment of stopping, pausing, considering. It’s like, “Oh, you know what? Hmm, this person over there, that just happened for them. And so they’re probably feeling this or needing that. And so, well, hey, I can offer something there.”

I just recently had an experience. It’s like, “Oh, man, someone got some bad news. Oh, I should probably give them a call. They might like that.” And then I heard from a third party, it’s like that meant the world to them. It totally picked them up.

And it’d be very easy to say, “Oh, shucks, I’m behind. I got to hustle up and get out the door.” But, yeah, I think that’s a great tip is to proactively ask yourself that question because, otherwise, it won’t bubble up and you’ll overlook many little opportunities that can make a big impact.

Bill Flynn
Exactly. And I think what you’re saying is the word little is important. You know, if you did this, it probably took 30 seconds to a minute to just say, “Hey, you know, I was thinking about you. I heard about this, and I can’t imagine how you’re feeling. I’m here if you want to chat, whatever it might be.”

And most of the time they’re not going to take you up on it, but they’re going to remember that you did that. And if you just do that, you will be putting credits in the bank, and then there will be a time where you’ll need something.

And if you do that well enough, my suspicion is you won’t even need to ask someone. They’ll just do it, because they’re going to say, “You know what?” Just like in the military, they say, “Why would you do that? Why would you put your life on the line for this other person?”

And the answer is always, “Because he or she would do it for me.” And if you can have that sort of esprit de corps in an organization, the velocity and the production and the satisfaction and fulfillment of that group of people will be off the charts.

Pete Mockaitis
Beautiful. Well, Bill, tell me, any final top tips you want to make sure to put out there before we hear about your favorite things?

Bill Flynn
When you hear that little voice in your head, especially, again, if you’re highly competent, you’re probably the top person in the group for certain things, if you find yourself saying to yourself, “It’s faster if I just do it myself,” that is a bit of a yellow, if not a red flag, that will probably work against you eventually. In the short term, it will not.

And this is the insidious nature of it, right? You will be celebrated. You will get an endorphin rush, a dopamine rush. It’ll feel great. And what also is interesting is if you start to do it the other way, because what you’re doing feels, it’s not only self-rewarding and egocentric, but it also feels like caring, so it’s hard to sort of walk away from that.

But if you hear those words, right, “Faster if I just do it.” That should be something that ticks in your brain and says, “You know, maybe I’m trying to be the hero a little bit too much here,” and stop yourself, and say, “Okay, am I the person who absolutely has to do this?”

First is, “Am I actually the right person to do this? Do I have the expertise, skills, knowledge, abilities, etc.?” And if you’re not and you’re just trying to sort of look better than someone else, then that’s a whole other problem.

But if you are, you know, it’s also you want to say many hands make a lighter load, or something like that, right? It has other benefits as well. So that would be my sort of last tip that I would say, if that little voice in your head says that. Listen to it and think of an alternative.

Pete Mockaitis

Beautiful. Well, now could you share a favorite quote, something you find inspiring?

Bill Flynn
This is probably for the future version of the people who are listening to your podcast. I have come to believe very strongly that great leaders create organizations that don’t need great leaders.

Your job is to create a situation when you’re no longer in that position, that when you leave, either to be moved up in the organization or out of the organization, or wherever else, that the person that takes over from you, there is little or no disruption from when you leave to when they take over.

So if you can create that environment, then I think that’s what we should applaud as a great leader, as opposed to, again, the hero that came in and saved the thing. And I think a really good example which would have surprised me, is Steve Jobs and Tim Cook, right?

When Tim Cook took over, the world said, “Oh, my God, Apple is going to fall apart.” It did not. It grew at a record pace outside of it. And, again, Tim Cook, completely different kind of leader than Steve Jobs, but to his credit, Steve Jobs set up that environment.

I think, in an interview once, he said, he was asked what his greatest accomplishment was. And he didn’t say a product. And this is a product guy, right? He loved products. He loved making things. He said, “Apple University.”

He said, “I created an environment that will build great Apple folks. And whether they’re here or somewhere else, we’re teaching them all the things that we know.” He said, “That will be my greatest legacy.” And even though it’s sort of behind the scenes, I think he’s right. And Tim Cook is a good example, and we’ll see how this next leader does as well.

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

Bill Flynn
So the research that I cite often is the stuff that Marcus Buckingham did, and I think he talked to, I think, it was a thousand different people in 19 different countries. And he asked them, “How many of you are on a team?” And it was 80 something percent.

And then he said, “How many of you are on more than one team?” And 60 some odd percent of those people said they were on more than one team. And then, “How many are you are on more than that?” And there was another 50% or so.

So the research shows that teams are the most important human component of any organization, of almost any organization. And being a great teammate and running a great team is probably the most important thing.

And he’s not the only one. Amy Edmondson has done similar research. There have been some other folks who’ve done similar research as well, that teams are really the thing that drive most success of companies, etc.

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

Bill Flynn

“Your job is not to run the company. It is to create the future of the company.”

And, again, back to neuroscience, we cannot focus on two things at the same time. We context-switch. And I said, “If you’re indispensable, if you have a long line out your door, you’re not going to be able to look out and have time to do that.”

“So your job as you move up in the company and, especially to running teams, always be thinking, ‘How can I be doing less? How can I fire myself from the day-to-day so I can spend more time creating the future either of the organization or the department or the division or the team?’”

So you’re making sure that you’re spending the best part of your time is making the whole better than just the individual.

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

Bill Flynn
My website is probably the best place to go. My books are on there. You can download my latest book for free, and The Hero Trap will also be on there if you want to pre-order it. There’s all sorts of other resources and things I have on there. And that’s called www.CatalystGrowthAdvisors.com.

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

Bill Flynn

Yeah. Fight the feeling to become indispensable. So keep that in the back of your mind.

Pete Mockaitis
All right. Bill, thank you.

Bill Flynn
Thank you, Pete. Appreciate it.

1192: How to Tackle Difficult Conversations to Build Stronger Relationships with Kerry Siggins

By Podcasts No Comments

Kerry Siggins shares her practical framework for navigating conflict, managing emotions, and finding common ground.

You’ll Learn

  1. Why avoiding conversations often does more harm than good
  2. The SHARES model for effective feedback
  3. The hidden assumption harming your conversation

About Kerry

Kerry Siggins is a sought-after international speaker and the author of The Ownership Mindset: A Handbook for Transforming Your Life and Leadership. Her work focuses on leadership, communication, accountability, employee ownership, and building high trust cultures.

Siggins also brings her work directly into organizations through The Talk With Trust Leadership Experience, an immersive and interactive leadership experience designed to help teams practice courageous conversations and build stronger communication habits in real time.

Whether speaking to executive teams, companies, conferences, or leadership groups, Siggins combines operational credibility, emotional intelligence, and practical leadership insight to help organizations create cultures where people feel empowered to communicate openly, take ownership, and grow together.

Resources Mentioned

Thank you, Sponsors!

  • Vinted. Download the Vinted app for free to start selling with no seller fees!

Pete Mockaitis
Kerry, welcome!

Kerry Siggins
Thank you, Pete. I’m so glad to be here. I can’t wait for this interview.

Pete Mockaitis
Oh, boy, me, too. Well, tell us, Kerry, what is something fascinating and counterintuitive you’ve discovered about us humans and tricky conversations?

Kerry Siggins
Tricky conversations, yes. Well, I wrote a whole book on this because I hate having hard conversations. I’m a recovering people-pleaser, and I found myself avoiding difficult conversations because I was always worried about the consequence of having that conversation, “I’m going to make this person mad at me,” “They’re not going to like me,” “I’m going to damage the relationship.”

And what I’ve learned is that when you don’t have that conversation, you’re actually avoiding consequences that are far worse. And if you want to build trust with people, you need to have those conversations. You need to trust enough in yourself and in that relationship to be able to lean into it.

And if you don’t, truth withheld, usually makes things worse in the end. So that is what I’ve learned is really digging into, “What consequences am I avoiding? And what consequences are there going to be when I don’t have this conversation?” And that helps give me the courage to go say what needs to be said.

Pete Mockaitis
Intriguing. Far worse consequences, could you give us an example story here?

Kerry Siggins
Yes. so I just had something recently happen of an employee who was a great cultural fit, came into a role, she was struggling for a bit, I really wanted it to work out. I was trying to help her and I would see these little improvements. And so I was like, “Oh, I think we’re getting there. I think we’re getting there.”

And what I didn’t have was a bigger conversation around, “If these things don’t get fixed, if I don’t see market improvement, then there’s going to be bare consequences. Like, maybe this isn’t the right fit for you.” But I kept just hoping that she would get it, hoping things would turn around.

And then, ultimately, when they didn’t, I had to have a different conversation. And that was, “I don’t think this is the right fit, this role is the right fit for you.” And she was so upset with me because she was like, “Why didn’t you just tell me that from the beginning? I didn’t realize that my job was on the line.”

And I realized that I was avoiding having that conversation because I believed in her, I wanted her to succeed, I didn’t want to demoralize her. And if it didn’t work out, then I was going to have to take something on. I was probably going to have to take her direct reports.

And so I was avoiding these consequences, couching it under, “I’m just giving her more time. I’m just giving her a shot.” And she felt really blindsided when I actually told her, “Hey, this isn’t working,” because I didn’t have that direct of a conversation. And trust broke down.

And so that is an example of something that we all do as leaders in trying to help people who are struggling, but not just coming right out and saying, you know, “There are serious consequences if this doesn’t…if we don’t see a turnaround.”

Pete Mockaitis

Yeah, well, I think that’s a really good nuanced distinction piece there in that you shared a portion of the key messages that needed to be shared with regard to, “This is what’s not working and needs to be adjusted,” but not the entirety of the messaging, which was, “And, in fact, this is so important if you don’t fix it, you’ll have to leave.” So that is the harder part to say.

Kerry Siggins
It is, and I didn’t say it. I didn’t want to say that. And then, ultimately, that’s what happened. And then that person was blindsided and it completely breaks down trust because, like, “We’ve been having these conversations for six months now. Why didn’t I know it was so serious?” And I had to say, “You’re right. And I’m sorry.”

And it made me feel like a really crappy leader because I know better than that. But it was one of those things that just snowballs. And the next thing you know, you’re like, “Oh, my gosh, I haven’t been having the conversation that really needs to be had. And now I’m going to blindside this person. Why didn’t I just have that conversation the first time?”

It would be so much easier if the expectations were clear and the consequences were clear, then somebody has a choice, right? At this point, though, I took away that choice of, “Can I really step up into the role?” because I wasn’t having the full conversation.

So, truth, when you come right out and you say it and you just put it on the line, it gives people options, it gives people choices. It doesn’t mean that it’s always going to work out, but truth delayed, it usually is hurtful.

It usually damages relationships because that person feels like, “Why didn’t I know this? I could have done something about it. I could have done something differently if I would have known.”

Pete Mockaitis
Okay. Well, so great perspective there in terms of you are avoiding something in the short term, but it could be far worse in the long term. Alrighty. Well, tell us then, what are the best practices for finding the courage, for finding the words to go ahead and go in there in conversation?

Kerry Siggins
So I think the key is preparation. And it doesn’t have to be this long preparation, but, oftentimes, we go into conversations that are difficult and we haven’t really thought through, “What am I trying to get out of this? How do I make sure that I have accurate information? How do I get the other person’s perspective? How do I make sure that there’s a path forward so that it’s clear what expectations are going forward? And how do I stay grounded in this conversation?”

We just go in and we wing it. Or, maybe we spend a few minutes, like, writing down what we’re going to say. But if you have a process to prepare for these conversations, it makes all the difference in the world.

And that’s why I wrote my book, Talk with Trust, is that I have this model that I was just using intuitively. And then I had someone tell me, “You’re actually really good at having these difficult conversations and, like, making people feel good when they walk out of your office. How do you do it?”

And so I started to think about it and I was like, “Oh, I have a process that I do,” and that’s what is in my book Talk with Trust, which is the SHARES model. So the secret is going in with preparation and always seeking to understand, always going, “What is your perspective on this? What is going on?”

Help people stay in dialogue, and it’s so much more productive than you just coming in hot, giving the feedback, and then letting the person go. They don’t feel seen, they don’t feel heard, they don’t feel safe. And that’s our job as leaders is to be able to have the difficult conversations, but do it in a way that builds relationships.

Pete Mockaitis
Okay. Well, so the SHARES model, let’s hear it.

Kerry Siggins

So the first S is specify your ideal outcome. So that is, “What do you want from this conversation? What behavior change? What outcome do you want? What do you want the relationship to look like?” Know that going in because it helps keep you grounded, especially if things do get emotional.

The H is have your facts and feelings ready. You need to be able to have observable facts. People want that, “Give me an example.” You need to be able to state that, and you don’t want it to be your opinion, right?

You can say, “You were late for a meeting,” that is an observable fact. “You were late to this meeting because you don’t care about the team,” that is your opinion. And then the feelings piece of it is really important because they need to understand the impact.

So, “You’re late for this meeting, and the impact of the team is that we’re waiting for you, and it’s really frustrating for people. And then we have to go back and repeat what we had just talked about. That’s not working for the team.” So you have the observable fact and the impact. So people really understand what’s going on when you’re trying to give that feedback.

The A is my favorite, it’s articulate your experience. So we’re taught to use I statements, “I feel,” “I think,” as a way of owning your perspective. But, usually, the statement that comes after “I feel” still is a judgment, “So, Pete, I feel that you were disrespectful.”

And it’s like, “Whoa! Wait,” you know? So that sets people back. It creates defensiveness in people. But when you articulate your experience, and you say, “Hey, Pete, in this situation, when you said X, Y, Z, I experienced that as disrespect. And a story I told myself is that you don’t respect me. But I want to own that that’s my interpretation. Can we talk about this?”

Now you’re owning that it is the story that you told yourself, and you open it up for the next one, which is reflect with questions and dialogue, “Okay, is the story that I’m telling myself true? Is that what you intended? What was going on?”

When you have questions, it allows the other person to be in dialogue, where you could say, “Oh, Kerry, no, that wasn’t what I meant at all. I’m really sorry. I have X, Y, Z going on in my life and I was distracted.” Or, you say, “Yeah, Kerry, actually, I do respect you, but I am struggling with you right now because X, Y, Z happened. “

And now, all of a sudden, you’re in dialogue and you’re really understanding what’s happening. And that is such an important piece of creating psychological safety that the other person gets to be able to share their own experience, too.

The E is endorse a path forward, which is make sure that you have an out, like what success looks like, “What do you want from this?” So you have your outcome, “I need this behavior changed. Now, how do we get there?”

When you come and give someone feedback, especially an employee, and you don’t have a path forward and you just expect them to go do it, a lot of times you’re going to be disappointed.

And a lot of times when you’re giving somebody feedback, you’re giving that feedback because they’re struggling and they probably need help designing a path forward, getting to that successful outcome. So our job as leaders isn’t just to give them the feedback, but it’s also to be able to have them, help them see a path forward, a way forward.

And then the final S is stay emotionally grounded. And this is the thread that goes through all of these things because, oftentimes, when we’re giving feedback, we can feel emotional, we can feel upset about something, and then we might show up emotionally charged, which makes a person defensive.

Or, we may be grounded, but the other person gets emotional. And, oftentimes, we want to either fix it or we get defensive ourselves, we meet them where they’re at. And our job as leaders is to stay grounded. And so that’s the final S in the SHARES model.

So this is a whole process that you can walk yourself through to be able to have a difficult conversation in a way that builds trust rather than just winging it and hoping for the best.

Pete Mockaitis
Okay. Lovely. And how do you stay emotionally grounded if you are frustrated, annoyed, enraged during the course of the conversation? How do you stay grounded?

Kerry Siggins
So the biggest thing that I do is take a deep breath. When you take a deep breath, you calm yourself and it calms the other person, too. And as leaders, we have to hold ourselves accountable to managing our emotions. But it’s not always easy to do.

So if I am in a meeting with somebody and it gets heated, I put my feet on the ground and I just lean forward like this and I just take a deep breath. So I’m just going to pause for a minute, right? There’s power in the pause.

And I remind myself, “What is the outcome that I want? The outcome is that I want this relationship to be better. And so what do I need to do right now in this moment?” And taking that breath or two deep breaths is enough to help you reground yourself in that moment.

If you can’t, if you feel yourself getting angry and you’re going to say something that you are going to regret, I, 100%, think it’s okay to say, “You know what? I need time to process this conversation. I really don’t want to. I want to be thoughtful in what I want to say. And so can we circle back in an hour or back tomorrow?”

I did this when I got some of the toughest feedback I’ve ever received in my life. Several years ago, my VP of operations, who was my right hand man, told me that I was erratic and hard to work for. And my initial reaction was, “Get out of my office. If you don’t want to be here, you don’t have to be here. You can go.”

But I didn’t want to react that way. I wanted to understand what he was saying, but I was emotionally charged in that moment. And so I said to him, “Well, that was a lot. and that really stung. And I want to be able to have a conversation about this, but I can’t do that right now. I need to go process what you just said. Let’s circle back tomorrow.”

And if I would have had my initial reaction, it would have been really bad. By giving myself, you know, 18 hours to calm down, to process, to be thoughtful in the conversation that I wanted to have with him, the next day, it changed the path forward.

So there’s really important power in the pause and just saying, “Hey, I need a minute.” That’s okay. It’s okay.

Pete Mockaitis
Okay. All right. So you’re pausing and you’re breathing. Understood. With regard to the endorse a path forward, It’s funny, I really like the use of the word endorse, and not just because it makes your acronym work, but because it’s not the same as dictating, like, “And this is what you need to do, pal.”

Kerry Siggins
Exactly. Yeah, it encourages a shared path forward, and I think that that’s really important.

Pete Mockaitis
And so could you, perhaps, give us some examples of how a full conversation cycle might unfold here?

Kerry Siggins
Sure. So I’ll give you an example why this is so important and why I put this into the model. I’ll give you a story of me in my 20s. So I had been in a sales role in my early 20s, really successful, left that company, went to another one, similar role, and, all of a sudden, I was struggling.

I wasn’t getting in front of decision-makers. I wasn’t closing deals. Everything that I had done in the previous company wasn’t working. And my boss called me into his office and he said, “You know, Kerry, we’re not seeing the sales numbers. And looking through your call logs in Salesforce, you’re not getting in front of the right people. You’re not getting in front of the decision-makers.”

And in my head, I was like, “Yeah, I know. Duh!” But I was like, “Yes, I get that.” He’s like, “So I need you to put together a plan and come back to me by the end of the week of how you’re going to change your approach,” and excused me from his office.

And I was so demoralized because I knew I wasn’t successful. I knew what was working in the past wasn’t working now, but I needed help. But there was no conversation about, “Hey, let’s brainstorm. Why don’t you role-play with me? I’ll be the client, you be you, and let’s walk through how you’re approaching this. Let me go on some calls with you to see.”

There was no collaboration or curiosity around how we do this better. And I left eventually. I left the company. And if he would have said, “Hey, I know you’re struggling. I want to help you. You are responsible for you,” because that’s what he was doing, he was creating accountability.

“But let’s do this. Let’s talk about how you can be more successful. Let’s get you some coaching. I’m going to go on a ride with you. You know, I would like to see a list of decision-makers. Let’s brainstorm this together,” I would have walked out going like, “Okay, I have a plan now that I can go execute to,” and it would have changed the entire experience.

So I think it’s really important to say, “This is what success looks like. Now let’s come up with a plan to help you get there,” and not just put it all onto the employee. They’re struggling for a reason.

So brainstorm with them, “What is it that you need? What are you trying that isn’t working? What roadblocks do you have? Do you not have clear expectations?” Those types of questions can help you put together a plan that when that employee leaves your office, they know what they need to go do. And then it’s up to them to do it.

Pete Mockaitis
Yeah, I think that’s a real nice illustration of, perhaps, extremes. One could be, quite simply, “Do X, Y, and Z, and that’s it. You know, here’s the answer. I dictate, I direct. And I pontificate, and that’s that.”

And then there’s the other extreme, which we saw you demonstrate from that manager, it’s like, “Give me a plan.” It’s like, “Okay, it’s all on you to generate the thing.” And, in a way, that’s nice. You’re not being micromanaged, but it’s not so nice, it’s like, “Do you care? Are you in this with me? Are we a team?”

So, yeah, I like that a lot in terms of being collaborative and helpful but also saying, like, “Yes, that thing you said, this is the one that I endorse,” because it’s quite possible that you could come back with a plan that was no good.

Well, so you said at the very end of the story, you left the organization. But maybe before that, tell us what happened when you came back with your plan?

Kerry Siggins
I came back with my plan, and he told me, “I think that this is okay. You need to do these three other things.” And so he dictated it, but I was actually grateful for it. And, at that point, though, I was already planning to leave the company.

And so I only gave it, like, I didn’t put very much effort into it because, at that point, I was like, “This isn’t going to work.” And so I think I quit, like, two weeks, two or three weeks later, like, “Okay, this isn’t working.”

So, by that point, I was pretty frustrated and I could see the writing on the wall. I was either going to quit or they were going to fire me, and I was like, “Okay, I’m just going to quit.”

So he gave me some feedback on it and then gave me, like, three additional things to add to the plan. But neither one of us were very invested in it at that point. So it didn’t really matter.

And it’s really interesting that that part of the story doesn’t stick in my head, like, how frustrated I was when I walked out of his office with no support. Yeah, good question. I got to think about that, like, “What did I do?”

Pete Mockaitis
I think we’re considering these things and we avoid the discomfort, the unpleasantness, there’s fear, all kinds of uncomfortable, you know, going maybe the back of the neck and your belly or wherever you feel it.

I’m curious, how much of our fear or perception of risk about whatever terrible consequences we imagine by going into these conversations, how much of that is real versus just entirely just a goblin of our imagination?

Kerry Siggins
I mean, it depends is the answer. You know, the better that you know the person, I think the better read you can have on the situation. But I found that almost every conversation that I had going in with a perception of how it was going to turn out, something was inaccurate about it, because you just don’t know, right?

We’re so sure that we know how things are going to go, that what people are going to say, how someone is going to react, and I always find myself surprised at what I learn in those conversations.

So, sometimes, I’m like, “This conversation is going to go really poorly.” And sometimes that is true. It does go really poorly because I know that person and they don’t like feedback and they’re going to get defensive and I have to give them their response.

But it’s almost not always as bad as I thought it was going to be. Sometimes, it was worse than what I thought it was going to be. But because I try to stay in dialogue and create that curiosity around, you know, “What are your experience? What do you feel? What happened?” I always gain some type of insight.

So I’ll give you an example. I had to have a conversation with an employee. She didn’t report to me, but something happened and it involved me. And so I debated on giving her feedback, “Should I give it to her or should her boss give it to her?’ And I was like, “You know what? I’m going to give it to her because I’m the one who is part of this story.”

And I, honestly, thought like, “I’m going to fire her. She’s probably going to get emotional. And like what happened was a breach of confidentiality. And so I’m probably going to let her go, but I’m going to ask, I’m going to seek to understand. I’m going to use my SHARES model.”

And so I did. I had the conversation and she immediately owned it. And I was expecting her to deny, to try to figure out how to deflect, and she just came in and she owned it, which changed how I felt about it.

People make mistakes all the time, and when you own it, for me at least, I’m so much more willing to be forgiving and to help that person through it. And so she owned it. And so I was like, “Okay, I don’t think I’m going to fire her. But this is all in my head. And I could see that she was just really scared.”

And I was like, “Why don’t you just tell me what was going on with you at that time? I’m trying to understand why you made the decision that you made.” And she told me this, like, really personal story about something that was going on in her life.

And I realized that she made a huge mistake, she didn’t handle it well, and she needed help. So the conversation went like I thought it was going to, in fact, that she did get emotional.

It didn’t go the way that I thought I was going to fire her because she did own it. I didn’t expect her to own it. And I learned something really important about her that helped me help her get some help. And at the end of the conversation, she gave me a big hug and she was like, “Thank you so much for not firing me, and thank you so much for listening to me.”

And six months later, she’s thriving. We were able to support her with this personal thing that was going on. And so that surprises me, right? And so part of my expectations were accurate and part of them weren’t. And because of the way I handled it, I now have a personal, a better relationship with her that I wasn’t expecting to have.

Those kinds of things happen all the time in these conversations, but we have to seek to understand. We’ve got to make sure that we just don’t come in hot, say what we need to say, and do not give that other person a chance to be able to talk through it with you because there’s always going to be something that you learn.

Pete Mockaitis
And I think that’s great advice when you’re on the receiving end of these conversations as well, that owning it is the right answer.

Kerry Siggins
Yes. Always.

Pete Mockaitis
Like, you were expecting, “Okay, well, she’s going to get defensive, then I’m going to fire her. That’s how this is going to go.” So, one, you were surprised that that did not happen. And I suppose, I was also recently talking to someone who was in a position of, you know, thinking, “Oh, I might need to fire someone shortly.”

And I said, “Well, you know what, I’m going to raise the concerns with her and we’ll you know see what happens.” And I was so struck by how, and maybe I’m just, like, spoiled because I’ve had over a thousand of these conversations with experts on workplace matters, such that he had some thoughts about what he noticed and what he would like to see differently.

And she just, basically, you know, argued that he was wrong, that he was mistaken in his perception. And I was just like, “Oh, that’s just the wrong answer.” It’s like, “Even if you believe it,” I was like, “It’s so the wrong answer. I think ChatGPT or Claude could have told you what to say. And it, off the shelf, no knowledge of deep context could tell you the right words or words that would be far better than those words.”

So there’s that. You’ll be surprised. And, yeah, owning it just always goes better.

Kerry Siggins
Always. Always. Always. Always. The cover-up is always worse than the crime. Nobody wants to work with a victim. Nobody wants to work with somebody who is defecting or blaming. And we do it because we’re protecting ourselves, right?

When we deny, blame, say that, you know, argue with somebody about why they’re wrong, it’s because they’re brushing up against what we believe about ourselves and we feel the need to defend who we are.

But my philosophy is that there’s always something to own in every piece of feedback that you ever receive, even if it’s just perception management. So, like, this woman didn’t, you know, didn’t agree, but it’s the other person’s perspective.

So it’s their perception. So maybe I should be curious about why they have this perception so that I can go, “Huh, okay. Is this just an image management issue, a perception management issue? Or is there actually something that I should dig deeper?”

And human nature is that we want to be right. And that’s why we argue, “I want to be right. I would much rather be accurate.” And so when I feel the need to protect my point of view, I pause and say, “Do I want to be right or do I want to be accurate? I want to be accurate.”

So I should stop and listen and ask more questions and make sure that the way that I’m seeing this is actually correct, because if it’s not, I might make a decision or I might continue to do something. And based on this idea of, like, “I’m right” versus “I’m accurate.” So it’s a great tool to just pause when you feel yourself getting defensive because it’s usually we want to be right.

Pete Mockaitis
All right. Well, Kerry, tell us, in your experience, what are some top do’s and don’ts that you’ve seen over and over again that make all the difference?

Kerry Siggins
So the number one do is prepare. Always prepare, even if it’s five minutes, you can just use the SHARES model, just quickly jot down, “What outcome? Here’s the facts. Here’s my feelings. Here’s the five questions I’m going to ask. Here’s the path forward that I would like to see.” Collaborate, collaborate, collaborate. Like, you preparing is so important.

The next do is make sure that you are grounded. If you are upset, it’s not the time to have the conversation. Don’t go into a conversation when you’re already angry. It is probably not going to go well because you are not in control of your emotions.

So pause. Take a day, take a night, take a shower, go for a walk. Whatever you need to do to calm your nervous system down to prepare to have that conversation, you’ve got to make sure you’re grounded.

My first don’t is don’t argue with the person. That almost never is going to get you anywhere. It doesn’t get you anywhere with your spouse. It doesn’t get you anywhere with your employees. It doesn’t get you anywhere with your boss.

And so if you feel the need to argue, it’s really good to just say, “I’ve got to pause. I feel like I need to defend myself here and I’m falling out of curiosity. And so I just need to ground myself.”

But whenever we start to go into our respective corners, that is when conversations fall apart and that is when trust falls apart. So when you feel yourself going into that corner because you want to argue a point, that’s a really good time to pause and just stop.

And then the other don’t that I would have is don’t assume that you are accurate. We humans think we have it all down, and we don’t. So seek to understand. Be curious. Don’t assume that your perception of what’s going on is accurate.

Pete Mockaitis
Well, I think that’s a tremendous lesson for all humans at all times. Yeah, don’t assume that your perceptions are accurate, I think, is a tremendous mantra, lesson, to hold firm. And I heard of that term recently, the cognitive bias is called naive realism, the belief that you see the world objectively, and anyone who disagree with you must be uninformed, irrational, or biased, coined by psychologist Lee Ross.

And I think that’s so perfect. It’s, like, I think that’s almost just like the air we breathe, the water we drink. It’s, like, “Well, yeah,” like you don’t even stop to question that you might be totally off base with your perception. So I love that.

Kerry Siggins
Yeah, we do. Just because you think it, doesn’t make it true. Well, I mean, let’s face it, like we are getting hit  with something like 11 million bits of information per second, and the brain can process something like 50. Your brain is filtering out the vast majority of input that it’s receiving in a given moment.

And so, of course, your perception of reality is not the same as the person next to you. They are processing different information. Those 50 bits can be completely different than your 50 bits.

And so it just comes down to science. Like, your version of reality is simply your version, and it doesn’t mean that it’s accurate, and it doesn’t mean that it’s the next person’s. In fact, it’s not.

Pete Mockaitis
Yeah, that’s dead on. And so when you talk about don’t argue, the notion of spouse, partner, sort of peers, or, you know, you’re the junior to manager, I totally get how not arguing there is great.

Now let’s say, though, you are the boss and, you know, you say, “Hey, I observed dah, dah, dah, dah, dah, dah, dah,” and then, yeah, I don’t know, the person, more or less, says, “Uh-uh.”

And so it’s funny, like, when emotionally, it’s like you’re hooked. It’s like, “Excuse me? Like, this is night and day. I observed this thing. How can you say, you know, the sky is not blue?”

You know, it feels very alerting when someone just, like, straight-up contradicts you, and maybe it just seems like a total unambiguous, unassailable, like fact, you know, rooted in truth and data, how do you not argue when someone just denies what you sure think is true?

Kerry Siggins
Yeah, that’s a really tough one. So here’s the difference. There’s a difference between arguing and debating. And arguing has this sense of emotion in it. And when you argue, people go to their corners and then they get more entrenched in, “No, I’m right,” “No, I’m right.”

And that does not mean, though, that you don’t have a healthy debate. So what I do when somebody says something to me that I believe is simply just not accurate, not true, does not in align with what I perceive it to be, I ask questions, “Okay, you know, that is absolutely not how I see it, but I want to understand from you. Like, where did you come up with that? Help me understand.”

That is such a powerful way to reframe it, “Help me understand,” because then, the person then is going to have to defend their point of view. And then it’s so much easier to say, “Okay, what you just said there, like that’s where I see it differently. Let’s talk about that.” So you can still have a conversation and you can still debate, but when you argue, that is when emotions rise and that’s when people go into their corners.

So when somebody comes back at me as the boss and says, “You know, I disagree with you,” I’m not going to argue with it. I approach it with curiosity, “Okay, tell me why. Give me an example. Show me how. Give me your thought process there.”

And, oftentimes, I can get them to my side because we just talk through it. And sometimes, I’m like, “Oh, you know what? I can see that point of view. I still might not agree with it, but I can accept that point of view.” Curiosity is the antidote to defensiveness, to arguing, to going into your corners.

So that’s how I approach it, is be curious. Because we as leaders, we don’t want to shut people down, we don’t want to make people feel stupid, even when somebody says something stupid, which happens all the time.

Like, you don’t want to make that person feel that way, right? They’re learning, they’re developing, they’re growing, they have their different worldviews. So ask questions and have a dialogue about it. It’s okay to debate. It’s okay to say, “I disagree with you,” but going back and forth and arguing, it’s going to diminish trust and it doesn’t feel good for anybody.

Pete Mockaitis
Okay. Good deal. Thank you. Well, now could you share a favorite quote, something you find inspiring?

Kerry Siggins
I love Brene Brown and, “Clarity is kindness,” is my favorite quote because I have to remind myself, like the example that I gave you of the very first time when I was dancing along the fringes of feedback, the tactical part of feedback, instead of the whole consequence.

I always need to remind myself that clarity is confidence, or clarity is kindness. If I am not being clear in my expectations, in the way that I feel, the way that I think, then how can I expect somebody else to be able to live up to those expectations, meet those expectations, somehow understand me better?

So my favorite quote is, “Clarity is kindness” from Brene Brown.

Pete Mockaitis
Okay. And a favorite book?

Kerry Siggins
I think my favorite book, I use it all the time, is, Good Strategy, Bad Strategy. It helps you define strategy so well. And I use it in all the boards I sit on with the CEOs, and I use it in my own company.

And so, as a CEO, you know, or as a leader, you need to define good strategy and have everybody aligned to it. And I think Good Strategy, Bad Strategy is the best.

Pete Mockaitis
Okay. And a favorite tool?

Kerry Siggins
I mean, ChatGPT, hands down. My life has been changed by AI. Oh, my gosh, I am so much smarter because of the power of that kind of information and automation at my fingertips. It’s amazing.

Pete Mockaitis

All right. And a favorite habit?

Kerry Siggins
Exercising. I love to exercise.

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

Kerry Siggins
“Seek to understand,” that phrase is used here throughout my organization. And I said it probably 18 years ago when I started. I was like, “Well, I’m just going to seek to understand here.” And I think it is so powerful.

Before we go and spout our opinion, or get angry about something, if we just said, “No, I’m going to seek to understand,” it would change the dynamic of everything. So seek to understand.

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

Kerry Siggins
You can go to my website, KerrySiggins.com. Everything is there, my book, Talk with Trust; my first book, The Ownership Mindset, which is back here; my podcast, the Kerry Siggins podcast; and everything about speaking, advising, the company that I run, Stone Age, everything is there.

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

Kerry Siggins
Yeah, so I have this amazing Talk with Trust Leadership experience that I do. I can do it virtually and it is game-changing. The companies that I have worked with on it have changed the way that they have difficult conversations and how they lean into them and how they prepare for them.

And so if it’s something that you’re interested in learning more about, reach out to me because I think that there’s nothing more important than learning how to have difficult conversations. So much of the world’s problems come down to crappy communication, and not having difficult conversations well.

Pete Mockaitis
Okay. Kerry, thank you.

Kerry Siggins
Thank you. It’s been so much fun, Pete.

1187: Knowing When to Speak Up versus Shut Up with Vanessa Bohns

By Podcasts No Comments

Vanessa Bohns shares a science-backed guide to deciding when speaking up is helpful and when silence is the better choice.

You’ll Learn

  1. How to be honest without being harsh
  2. The hidden trade-off between vulnerability and competence
  3. When it DOES hurt to ask

About Vanessa

Vanessa Bohns is a social psychologist and professor of organizational behavior at Cornell University. She holds a PhD in psychology from Columbia University and an AB from Brown University. Her writing has appeared in the New York Times, Wall Street Journal, Harvard Business Review, and other outlets, and her research has been featured in The Wall Street Journal, The New York Times, The Economist, and on NPR’s Hidden Brain. She lives in upstate New York.

Resources Mentioned

Pete Mockaitis
Vanessa, welcome back!

Vanessa Bohns
Thanks so much for having me again.

Pete Mockaitis

Well, I’m excited to learn, once and for all, whether or not I should say something and discuss your book. But I got to hear about your time working at a sleep lab first.

Vanessa Bohns
Yeah, you know, my introduction to research and the thing that made me fall in love with it was working at a sleep lab at Brown University when I was an undergrad. And it was just a crazy experience where we ran this sleep camp for kids between the ages of eight and 12. We were trying to capture them right around puberty.

And they had to live in the basement lab for a week in the dark. And we gave them little naps throughout the day to see how sleepy they got, and they had to take these little sleep tests and they had to eat the same little bologna sandwiches at the same times all the time because they couldn’t know what time of day it was outside.

We couldn’t have watches. It was this crazy experiment. It was actually very useful for the world. It showed us that kids through puberty have to get more sleep. They have to go to bed later, wake up later. So there was a purpose behind the madness, but it was a wild experience and it just showed me how elaborate a psychology study can be.

Pete Mockaitis
Well, Vanessa, I love that so much for several reasons. One, I love sleep and I have been into a sleep lab myself at Vanderbilt, and that was quite an experience, all the wires and the monitoring things going on there.

Vanessa Bohns

What did they test you for?

Pete Mockaitis
Well, it was sleep apnea, very ordinary. And what’s so crazy is, like, they told me, “Oh, yeah, it looks like you have mild sleep apnea.” And I was like, “No way.” Like, I didn’t believe it. I was like, “Can you show me some footage?”

And then I just, like, got a phone recorder the next night, it was like, “Oh, yeah, there I am doing the thing.” I was like, “I guess I could have just done that instead of gone to an elaborate laboratory situation to learn this.”

Vanessa Bohns
Actually, I worked in one of those labs after at the NYU lab, and I would watch people sleep all night and then put the apnea mask on them to see if it actually made their sleep better. It was fun. Anyway, I loved the sleep stuff, but you know why I can’t do it? It’s because you have to stay up all night, and I love sleep too much, I cannot do sleep research.

Pete Mockaitis

Understood. And that’s a great reason. You love it too much to do it, the sleep versus the study of it. And one thing that I thought was so striking, though, was I asked someone, the lab technician, as she was getting me all hooked up to the things, I was like, “Boy, I bet you’ve met a lot of people and heard a lot of tips and tricks for, you know, how people are are trying to sleep better. So what’s the thing?”

I guess I can’t stop being an interviewer about being awesome at your job, being awesome at your sleeping. And she’s like, “Oh, I heard all kinds of things but the real thing that does the trick no one wants to hear, which is put your phone in another room.” I was like, “Oh, okay. There you have it.”

Vanessa Bohns

Yeah, it’s a good one.

Pete Mockaitis

Cool beans. Well, so, Should I Say Something? I’m glad she said something. She’s sort of shared her perspective. Your latest book, The Science of What to Share and What to Keep to Yourself. Can you tell us what’s the big idea here?

Vanessa Bohns

Yeah, so, partly, this is a follow-up of my first book, which is all about the influence we have on other people. And I kind of left that book saying, you know, we have more influence than we think on other people, and that means sometimes we should use it and sometimes we shouldn’t, because that influence could be good or bad.

And so this book is kind of answering the question, “Okay, you know, you told us to use it sometimes, but when are those times?” And so the big idea here is that the choice of whether to say something is as important, if not more important, than how we actually say the thing.

Usually, the dilemma we’re wrestling with, and I saw this again and again because I’m obsessed with advice columns, and I would read like The Ethicist in The New York Times and social cues, and it was like every question, it’s not like, “Oh, how do I phrase this thing?” because that’s not a true dilemma. It’s more of a practical instrumental thing.

But, like, the dilemma is, “Do I tell this person that, you know, I got the job that she wanted.” “Do I tell this person that they’re doing something annoying?” “Do I tell this person that, you know, I hate their Botox?” And so these kinds of questions were the real dilemmas. And so I wanted to look at what the science said in trying to answer them.

Pete Mockaitis
Ooh, that is so fantastic. And I’m glad you wrote this book because I was thinking about writing a book kind of like it, but I thought this was going to be a lot of work and, I don’t know. I’ve got other things I want to do. So you did it for me and that’s fantastic.

And because I’m right with you, that is so critical, and not just because it’s a juicy question for The New York Times’ Ethicist, but it has real implications. And on the one hand, you know, we’ve heard, you know, for Amy Edmondson was on the podcast, and we talked about psychological safety, and that’s just so magical, in part because folks are really able to, they feel safe, saying what they really think.

Like, “Hey, this thing we’re doing kind of doesn’t seem to be working. Maybe we should do something else,” versus just, like, holding that to themselves and then the team never being enriched from that.

So one might infer from that, like, “Oh, it sounds like that’s the move, you know? To be awesome at your job, to have awesome teams, we really got to be doing the sharing.” But, Vanessa, you suggest it’s not quite so simple.

Vanessa Bohns
Yeah, and I love this connection to the work on psychological safety because it’s true. You would think, in a psychologically safe environment, that means I can say anything and people are, you know, it’s not going to change how people think of me, and it’s not going to change their feelings.

But we know that’s not true because, even in a psychologically safe environment, people are people, right? And so one example, so I organized the book in chapters about, like, “Should I be honest? Should I share my success? Should I share my failure? Should I apologize?”

And so one of the chapters, the one about sharing failures and vulnerabilities, right, you might think that, “Oh, it’s psychologically safe. I can just kind of share the stuff that’s going on in my life. Like, I’m having a really hard time in this aspect of my personal life, and then everybody is just going to be open and supportive.”

And what the research shows is that people are supportive. And so if you’re looking for, you know, social support and building rapport and trust, you will get that if you share this difficulty that you’re having in your personal life.

But, again, because people are people and we build our impressions about other people, you know, aside from any psychological safety in a group, we also can judge that person as being less competent. And so when you share something, there are often these trade-offs.

In that one, it’s like you share a vulnerability at work and there’s a trade-off. It doesn’t mean that people are going to like you less, which we often really focus on, but in a workplace environment where you really want to display competence and be seen as someone who can get things done, it can actually hurt you a little bit in terms of the perceptions of your competence.

Pete Mockaitis
Yeah. So, Vanessa, I’m with you. I mean, the stakes are big. Well, they can be, depending on the context of the conversation. So can you walk us through how should we think about it when we’re in that pickle, “Hmm, should I say this?” Do we have some key principles to work through? Or how do we wrestle with it?

Vanessa Bohns

Yeah, so each sort of dilemma has its own set of specific principles, but there are also some just overarching principles that we see kind of in most of these domains. And so one is that we tend to be overly focused on the short-term discomfort of saying something and less on the long-term ramifications of it or consequences of it.

And so one principle that shows up again and again is to take a long-term view, right, “If you say this right now, what are people going to think when they remember what you said, you know, six months from now?”

And sometimes that means you should definitely say it. So when we take a long-term view about, for example, being honest with someone about their work performance. Right now, in the moment, I’m really focused on sort of the short-term discomfort of being honest and how it’s probably going to hurt this person’s feelings if I’m giving them honest, difficult feedback.

But in the long term, I really want them to have that feedback. It’s going to help them improve. They’re going to look back and be happy that they received it and happy that I gave it.

And so when you take a long-term view, you realize that this momentary discomfort isn’t really worth the long-term consequences, so I’m not going to stay silent. I’m going to actually say something.

There are other situations where you might not want to say something, right? And so if we take the same sort of feedback question, if someone has done something that they’re not going to have a chance to do in the future, and it’s already done and they can’t go back and fix it, there is no point in being honest and telling them they did something wrong.

So there’s this distinction researchers make between brutal honesty, just honesty for honesty’s sake, like, “Oh, that really stunk,” and benevolent honesty, so honesty with this kind of long-term plan.

And so one sort of principle that applies specifically in the feedback domain, but also you can apply it to other domains, is ask yourself, “If I say something, if I say this thing, if I give them this feedback, how are they going to use it?”

And if you can’t come up with a reason why they might use that feedback, then you really don’t need to say it. There’s no point in saying it. If you, instead say, “Oh, well, they can use it to improve in the future,” then it’s worth saying.

And so this is something I talk about. You know, I teach this big intro class and I give hundreds of students their first exam, usually their first college exam ever. And I have to make this decision each year about what kind of exam to give them. And there’s a lot of different ways you can go, right?

And people have taken each of these approaches. So you can imagine a professor who decides like, “I’m going to give a really easy exam to boost their confidence. They’re new students, they’re anxious, we’re always hearing about like the mental health crisis of students, so let’s just give them a really easy exam and it’ll boost their confidence.”

Or, you could take the approach, which some of my colleagues take as well as, “Let’s give them a super difficult exam to wake them up and weed out anyone who’s not going to sort of make it, right?”

And so these are, like, two approaches that are completely approaches I’ve seen my colleagues take. What I try to do is neither of these. One is like brutal honesty, like, “Oh, you can’t make it using your current sort of set of skills.”

The other one is just kind of avoidance of the issue and false hope. So it’s like, “Okay, you know, eventually they feel good now, eventually they’re going to encounter something that’s a lot harder.”

So I try to use this benevolent honesty strategy where I give them a challenging exam, I give them real feedback, and then we focus everything on how you’re going to improve on the next exam.

And so, again, it’s all this forward thinking, like, “I assume you’re going to get better. We’re going to have a difficult conversation about what went wrong here. I’m not going to give you false hope by giving you an easy exam. I’m not going to be brutal and say, ‘I guess you can’t, you know, make it in this.’ But we’re going to have a difficult exam, we’re going to have the conversation, and we’re going to talk about how to do better next time.”

And so, in general, that sort of approach of, like, let’s look to this forward long-term oriented way of giving feedback is really useful, both for deciding whether to give feedback and how to give the feedback.

Pete Mockaitis
Yeah, that’s really a nice distinction there, the benevolent honesty versus brutal honesty. If you cannot answer that question, “How will they use this or behave differently as a result of it?” then don’t do it. So if it’s like one and done, never again, okay, maybe you might be like just let them go.

Although, you might say, “Hey, we’re not going to handle this exact situation again, but there will probably be a time in which a client has a unique request. And when they do, it’d be great to, I don’t know, read their email twice, or double-check the thing, or anticipate what they might really need, or ask a clarifying question, like whatever it is.”

So, I suppose, if you zoom out one layer of, “Are they going to do this again?” I guess the ‘this’ can be super specific or broadly more and more vague or generalizable.

Vanessa Bohns
Yeah, and what you’re doing is really looking for this future-oriented feedback, right? So it’s not like, “Oh, you know, you shouldn’t have done that, you shouldn’t have sent Karen that email.”

It’s like, “In the future, when we have clients like this, we want to make sure that we run an email by somebody else. We send this kind of email. We read the email twice, whatever it might be. So it’s less about like what you did in this specific situation, and more like how we’re going to avoid that problem happening in the future.”

And the nice thing about that is it’s easier to give that feedback. It’s really hard, like when you think about, like, telling someone what they did wrong, you brace for it in your stomach. It’s just like, “Ugh, this is going to be painful for me. They’re going to get defensive. It’s just me telling, like saying something that’s going to make them feel bad.”

And part of why giving feedback is so hard, like honest feedback, is that we are genuinely kind and we want to be kind people. And we feel like that kind of feedback is not kind. But the kind of feedback that is kind is what helps people improve.

And so saying instead, “Okay, in the future, let’s do it this way.” It says, “I trust you to improve. I know that you can improve and you care about this, and we’re kind of on the same team to improve in the future.” And it makes it so much easier to give that feedback.

It’s like a helpful kind of, you feel like you’re being kind of pro-social and benevolent as opposed to just being kind of mean, which is part of the holdup people have. But also, people are way less defensive. They’re not going to argue with you, “Well, I meant to do it this way.” It’s like, “Okay, going forward, we can do it that way.”

Pete Mockaitis
And, Vanessa, I just want to check an assumption, I think, we’re both making here, this notion of we, “We want to be kind and not mean.” I think that seems like a general human principle. But I also get the impression there’s a subset of folks who are unconcerned entirely with that.

And so it’s like, “This is how it’s supposed to be done, so I’m just going to say it and that’s that.” It’s like they don’t give it a second thought. Do you have a sense from the research, like, what’s the term we use for these people with this, on this continuum of this trait? Like, what do we call the trait? And how many people have it versus don’t?

Vanessa Bohns
I mean, I would say, you know, there are people who are more communal-oriented or agreeable, things like that.

Pete Mockaitis
Agreeable.

Vanessa Bohns

But I wouldn’t say that the feedback example that you gave, “This is just how it’s supposed to be done,” is necessarily not benevolently honest, right? It’s still like, “This is how it should be done.” There’s this kind of broader future-oriented, you know, “I’m teaching you. So maybe I’m not doing it in a super touchy-feely way.”

And I think that’s where people get a little bit caught up. Like, it doesn’t have to be touchy-feely. There has to be a plan for the future, not just, “You did that terribly,” right?

Pete Mockaitis

Oh, certainly.

Vanessa Bohns
So there are people, I’m sure, who would say like, “Oh, you did that terribly. You’re terrible at your job.” That’s, I think, a very small subset of people. And it’s more for the people who don’t feel comfortable saying that, but don’t really know how to do this other, like, benevolent, honesty, future-oriented kind of feedback.

Pete Mockaitis
I hear you. So it can be benevolently honest and genuinely helpful, although, in a super blunt, maybe a candid package, that’s not fun to get. But I guess what I’m hearing from you is that, is it fair to say, the vast majority of humans are concerned about such things, being kind and not mean?

Vanessa Bohns
Yes. And even that awkwardness we feel when we give, you know, difficult feedback, that is telling you that you care about hurting someone else’s feelings. There’s nothing else in that interaction that’s like really the hard part.

The hard part is when you say something that other person is going to be uncomfortable, that’s not going to feel good, that other person’s going to be a little bit hurt, you don’t know how they’re going to react. There’s this idea, it’s really bracing yourself for hurting this other person that makes that so uncomfortable for us.

Pete Mockaitis
Okay. So it’s not just us feelers who feel that substantial amount of discomfort here. This is, you believe, quite prevalent across the vast majority of humanity.

Vanessa Bohns
Yeah, people hate giving negative feedback. I mean, there’s tons of research just on these, you know, whether it’s doctors even who give regular feedback, who have to tell people about, you know, dire diagnoses, professors. Like, I’m sitting here talking about this. I hate giving negative feedback to students. It pains me.

But this is why, the way that I’ve sort of found to do it is this future-oriented way where I’m like, “Okay, together we’re working to help you improve, right? I’m not just here criticizing you, essentially.” So I do think it’s a pretty universal difficulty that people have giving negative feedback, yeah.

Pete Mockaitis
Okay. So we’re talking about the feedback domain. What’s another key domain we should think through?

Vanessa Bohns
Yeah, so another one, if we go back to sort of the sharing vulnerability at work, right? As I pointed out in this case, there’s kind of another theme. So you asked about like kind of these general themes in the book. So one is this long-term, short-term thinking, right, and being future-oriented.

Another one is trade-offs. And the fact that in different situations, you should be super aware of what your goal is in that situation to understand how to manage a trade-off. And so in the vulnerability domain, like expressing to a colleague about some personal stuff that’s been going on with you at home, the trade-off, as we talked about, is between competence and warmth, we would say, in experimental psychology.

So it would be like, “People are going to like me and feel close to me if I open up and trust them.” And so a lot of our fears are about like, “Oh, if I tell people, you know, the things I don’t like about myself or things that I’m finding difficult, they won’t like me.” And it turns out that is really not true.

People feel, like, when you trust them with what’s going on with you, they really lean in towards you. But as I mentioned, there is this trade-off with competence. You can seem less competent, less able to handle certain things.

And so in that case, you want to, first of all, ask what your goal is, “Which of these things do I prioritize? Being seen as competent in this situation or being liked?” And if you’re, like, in this workplace environment, “I really want to make sure I’m still seen as competent.” But if you still see your kind of work friends as your friends, and you, therefore, want to share these things with them, there are ways to do that that just aren’t in the workplace.

And so one sort of recommendation I give in the book is that, when you’re trying to balance these things, you don’t want to, if you’re trying to prioritize competence, don’t tell people in the hallway or at the beginning of meetings all the stuff that’s been going on with you at home.

Unless you are have a specific instrumental ask that, “I need some support,” or, “I need some time off,” that’s fine. But if you’re just kind of sharing sort of difficulties that you’re having, keep it to happy hour after work. Keep it to a coffee meeting outside of work.

And that can give you a chance to actually connect with people, talk to them, make them feel closer to you, which we see is a benefit of sharing vulnerabilities. But, at the same time, it’s not, like, “In the workplace, I’m talking about these things and now people are questioning my professionalism.”

“They’re questioning my competence. They know what’s going on outside of work, but then, in the workplace, I’m kind of putting in my workplace face and getting the job done. And so people continue to sort of see me that way in that domain.”

Pete Mockaitis
And then, I guess, when it comes to vulnerability and versus that competence situation, I imagine there’s a number of things we could disclose that feel personal but would not result in a competence hit. It was like, “Oh, you know, I’m really worried about, I don’t know, my son’s drug problem.” I’m just making this up. My kids are drug free.

But, like, that’s a vulnerable thing to share. It’s heavy. It’s emotional. It’s not something that you broadcast, generally. And yet, I would imagine that the recipients at work would not conclude you’re less competent as a result of this disclosure. Or, how would you think about that?

Vanessa Bohns
So they didn’t ask that exact kind of thing, but, I guess, when you look at the kinds of things that researchers have tested people disclosing, so, for example, saying like, “Oh, I had a big fight with my girlfriend today,” right, that’s kind of similar. It doesn’t have to do with the workplace. It’s something that’s kind of on your mind and is this vulnerable thing you’re wrestling with.

People, again, they felt closer to people who are willing to share that. But if they were the ones sharing it, they also got this hit in incompetence. They don’t have a mechanism in these studies, so it could be a number of things.

It could be that you think this person is distracted, or, you know, they’re not like focused on work, or they don’t know professional norms about what to talk about. These are all conjecture. I have no idea based on the research. They didn’t actually show any of that.

But there is sort of this sense of like, “Okay, you know, my sort of friendliness-trust button is being pushed and not my like, ‘Oh, this is a competent worker,’” when you’re disclosing these kinds of personal things.

One interesting thing is that, if you find out that somebody is going through some of these personal things, but they don’t specifically disclose it, so it’s like, “Oh, wow, this person is being professional and pressing on and, you know, doing their work despite all this other stuff they have going on.”

And that’s where you can find out, like, again, in a coffee shop outside of work or through word of mouth, suddenly, that makes us think, “Oh, wow, that’s a really competent person,” right?

And so, again, the idea is not to deny yourself asking for help for things that you actually need help for. When there’s an instrumental need, when it’s like, “I need support,” you should ask for that.

When you need advice, you can, ideally, you can go to, like, a mentor who is there to hear things that you need advice on. And that could be like work-life challenges and things like that.

But it’s one of these things that’s kind of tricky if you’re walking around your workplace regularly kind of talking about personal difficulties going on at home. It’s just worth knowing that there could be some risk that that could make you seem kind of less competent.

Pete Mockaitis
Yeah, it’s true and it’s good to know and to make an informed decision with regard to giving these trade-offs. And, sometimes, you might gather, “You know what? This team seems to think I’ve got competence in spades, but they think I’m kind of cold. So this is a trade well worth making in this context with this environment.”

Well, I’d also love to hear, what were some of the most mind-blowing experiments in terms of, “Wow, humans are like this? Hmm. I’m surprised.”

Vanessa Bohns
I think one kind of fun one, just because I love animals, I wouldn’t call it mind-blowing, but, is this study on zookeepers. And this was with respect to whether you should express your passion for your work.

And this study looked at zookeepers who see their job, really, as not just a job but a calling, which, you know, when you think about it, so many of us want to feel about our job. We want to love our job. We want to have passion for our job. And zookeepers feel this way.

And so they interviewed, these researchers interviewed a number of zookeepers, and they expressed their love for their job. But one thing that was really interesting is that they explicitly said that they would not tell their managers the kinds of things they were telling these researchers.

So expressing that they love their job, they’re passionate, because they felt like, if their managers knew how passionate they were about their job, they might exploit them, ask them to work extra hours, ask them for things that they felt like were unreasonable.

And one thing that’s really interesting about this is, when experimentalists have kind of taken this idea and tested it, we tend to think, if you just give people jobs that people tend to be passionate about, or jobs that tend to not have a lot of passion, or not be associated with passion.

Like, you take a zookeeper versus like an accountant, or, you know, someone in a creative industry versus like a financial industry, and you ask them like, “Would it be okay to ask this person to do things outside of their role, ask them to stay late, ask them to do things without pay, basically do these kind of, you know, borderline exploitative behaviors?”

People think it’s okay if you’re passionate about your job to ask people to stay late. But they’re like, “Oh, the accountant, the financial person, that’s not fair to ask them to stay late.”

They even have things like, you know, there was a strike, “Is it fair to ask these people to clean the bathroom?” And they’re like, “Okay, yeah, this person in a creative industry who’s passionate about their job, they can clean the bathroom. But this financial person, no, that wouldn’t be right to ask them to clean the bathroom.”

And so, once again, there’s this kind of trade-off in being passionate about your job where it’s really great to be passionate about your job, but it may not be so great to express it to people who might exploit it, for example, to managers.

And so I’ve just found that really, really interesting that these people who love their job were still kind of cagey at work about telling the people who are in charge that they did.

Pete Mockaitis

Yes, and I imagine it comes from experience. Like, they’ve lived it, they’ve seen it, they’ve witnessed it, and that is a nice little gut-check for anyone who’s asking anyone to do anything. It’s like, you know, “Would you ask this of someone who had less passion for the job?” That’s handy.

And so then, within your zone of, “Should I say something?” It seems that I feel that trade-off yet again. I’ve known someone who was interviewing and he really wanted the job, and then the person interviewing did not give him the offer, and said, “Well, you just didn’t seem that interested.”

And he’s like, “I’m very interested. It’s, like, that’s just my personality.” It’s like, “Ahh.” And so it’s funny, like when you’re interviewing for a job, it seems like you want to show all kinds of enthusiasm and passion for it.

And yet, when you’re in the thick of it, you know, your manager may or may not exploit that knowledge. And, yeah, I guess it’s kind of case by case. Or do you have any pro tips for navigating it?

Vanessa Bohns
Yeah, so that’s exactly right. You kind of picked out the different points at which you should say that you love your job or shouldn’t say that you love your job, right? And so, for example, lots of job ads these days are like, “We want a passionate worker.”

So Jon Jachimowicz, who does a lot of this work on passion, has looked at job ads and shown this increase, right? So we do want to hire people who seem interested and passionate, particularly for certain kinds of jobs.

Like, again, if we go to like accountants, like we don’t care that much if our accountants are really passionate. But in some kinds of jobs, we’re really looking for someone who’s going to bring this passion and extra energy.

And so when you are interviewing, before you have the job, you do want to express your passion. Once you actually have the job, continuing to walk around being like, “I love my job,” you know, if you’re okay with getting extra work, that might be fine. But there should be this sort of awareness, once again, that there is this trade-off.

So people, there’s been recent research by one of my students, actually, and some other researchers, showing that bosses tend to give more work to employees they see as passionate and employees they see as intrinsically motivated.

And so, again, if that’s fine with you, you can express your intrinsic motivation and your passion. But it is one of those things to be aware of that also could set you up to, potentially, be exploited, to be the person who’s asked constantly to stay late, to do the extra work, etc.

Pete Mockaitis
Yes, and then, I guess, there’s yet another layer in terms of, “And if you do those things,” is there some meritocratic force that’s going to result in, you know, good things flowing to you? It’s like, “Oh, wow, that person, they’re on it. I count on them. Of course, they’re going to get the promotion or the raise or the bonus or whatever,” versus, “There are none of those available for anybody, so we just appreciate them. Thanks.”

Vanessa Bohns
Yeah, and some of this research has specifically looked at, like, promotable and non-promotable tasks. So this is a distinction that’s been done in research looking at, like, the kinds of tasks certain groups of people, like women versus men, wind up taking on, and also people who express passion in, like, intrinsic motivation for the job.

And this research has shown that, specifically, it becomes a problem because these people wind up getting these jobs that don’t actually lead to promotions later on. They’re just, like, extra work.

It’s just, “Yes, I can count on that person to do it,” but it’s just like kind of the busy work that needs to get done, right? It’s the like pitch in and, you know, again like stay late, clean the bathroom in that one study, do things that are really outside of your role that may not actually help you down the line.

Yeah, and some other. I mean, this is really related to another section of the book, which is on asking and whether we should ask for things. Because one of the things I talk about is the fact that an ask really is inherently full of social pressure, particularly in the workplace.

And so, when we ask people to do things outside of their role, to stay late, to do something even, you know, borderline inappropriate, whatever it might be, it’s really hard for people to say no.

And so I have done research on that for about 20 years. My most recent research has really tried to push it to the extreme in the lab. And so you asked about, like, studies that make me say, “Wow, I can’t believe people are like that.”

I have to talk about one of my own because I’ve honestly been shocked that this has been happening in our lab. We have these studies where we ask participants to unlock their phones and hand it over to us to look through.

And when we tell people, “We’re going to run a study like this,” most people, like 75%, say, “I would never unlock my phone and just let you look through it.” But when we actually ask people, they immediately unlock it, hand it over, like over 80% of the time.

And so we think that, you know, if we’re asked to do something we’re uncomfortable with or we’re asked to do something we don’t want to do, we’ll just say no. But when we’re actually put in that immediate situation, we wind up complying.

And we even have people, so we had a study where we said, “We’re going to look through your web search history,” because no one really wants to share their web search history. And they would like blurt out random things they had shared rather than just say, “No, thank you. I don’t want to do that.”

And so this idea that, you know, the things we ask also, sometimes that means, “Go ahead and ask. There’s no harm. And people are more likely to say yes than you think,” sometimes it means like, “Think twice. Maybe don’t ask for that if that person is already overcommitted, and you know that by asking, they’re going to feel pressure to agree.”

Pete Mockaitis
Well, yes, and then they may agree and they may do it and then they resent you and the relationship is damaged even though, like, ideally, they would have said no. So when you said they blurted out, what were they blurting?

Vanessa Bohns
So we had, you know, just random things that they had searched because they thought we were going to look through their web search history. So it’d be like, “I just searched how tall Peppa Pig is. I can tell you why if you want to know.” Or just like these random things.

Pete Mockaitis
“I had a wart on my foot, and it’s almost gone now.”

Vanessa Bohns
Yeah, I’m only sticking to the ones that are like less personal. But, yeah, those, too.

Pete Mockaitis
Yes, good point. Thank you. Well, Vanessa, tell me, is there anything else you really want to make sure to put out there before we hear about some of your favorite things?

Vanessa Bohns
Well, I’ll just kind of finish this whole “When to ask? When not?” with a couple suggestions that I’ve been really excited about that we’ve been working on in our lab for how to get people to say yes but still feel like they are, you know, not resent you after the fact, feel like they actually genuinely committed.

And so one thing we’ve been testing is, if you give someone advanced notice, so, you know, you can try this when you’re asking for something at work, we often will just either email someone with an ask or show up and ask them in the moment.

The best thing is to combine those two things to tell them, “Okay, I want to come ask you this question, and actually ask them, but I want to ask you face-to-face because that’s the most effective way to ask.”

And we found that by giving someone a heads up, so that you walk into their office, you make the request, but they already know what you’re asking, it makes them feel like they had time to process, so they’re not like put on the spot.

And we found that it doesn’t actually change how much, like how likely they are to say yes very much, but it does make them feel like, “Okay, I know what I was getting into. I don’t feel like you kind of forced me into this. I didn’t feel obligated or compelled.” So I would recommend people trying out these different ways of asking for true consent and not just compliance.

Pete Mockaitis
Okay. Well, any final really cool stories that have come about in putting this together?

Vanessa Bohns
Okay, one thing I do talk about in the book is my own experience being ghosted on the academic job market. And this idea that, you know, when I was on the job market, I wound up having these interviews, and academic jobs are intense interviews where you have meals with tons of people and you spend tons of hours with people, and you really feel like you get to know these people.

And when I got rejected for this job that I was kind of holding out for, no one told me that I got rejected. I had to, like months later, I had to be like, “Is that job still happening?” Like, “Oh, no, we just wound up not hiring anybody.”

And so one of the things I talk about is this idea that we often let our anxiety about being honest about these things, particularly rejection and difficult feedback, convince us that the kind thing to do is not to reach out and tell someone, “Oh, you’ve been rejected.” But, in fact, it’s so much worse for the person on the receiving end.

And so one sort of point I make there is how important it is to actually explicitly reach out and tell people like, “I’m sorry. The position has been filled or we’re not hiring, etc.”

Pete Mockaitis
Yeah, and I think that really exposes the truth of our sort of, I don’t know, pusillanimous interior avoidant self is that, “Is this really about kindness or is this really about your discomfort?” because just ghosting is clearly not kind, but it’s sure more comfortable for an individual in terms of, like, not saying the thing is more comfortable than saying the thing. Yet, ghosting is clearly less kind than saying the thing.

Vanessa Bohns
But, you know, the research shows that we know that when we’re on the receiving end and we clearly say, “That felt way less kind than actually just having someone tell me I was rejected.”

But the rejecters/ghosters don’t realize that it’s actually more kind. And, as you point out, I completely think it’s possible that we convince ourselves because it’s easier for us. And so I think one big takeaway is that, as we’re figuring out like, “What’s my goal here? What’s my motivation?” that we’re honest with ourselves.

Because, I think, if we were to put ourselves in the other, on the sort of the receiving end, we would realize that actually, “No, that’s really unkind to just have no communication.”

Pete Mockaitis
Yeah, it takes one extra layer of thoughtful consideration. It’s like, “Oh, that’d be so mean to say you’re rejected.” It’s like, “Yes, but how mean would it be to say nothing?” It’s like, “Oh, yeah, I guess that would be even meaner. Okay.” So, yeah.

Vanessa Bohns
And I’ll tell you even more sort of realistic scenario. For example, when we have candidates come and interview, they interview with, you know, my entire department. And as department chair, if I’m telling someone they didn’t get the job, I’m the one who reaches out and says, like, “I’m really sorry, but we went with someone else.”

And I think there is a sense that if everybody else that person met with also sent them, like, a version of a rejection email, that that might not be kind. But I actually think that people would appreciate having someone reach out and say, “You know, I’m really sorry it didn’t work out, but it was a pleasure to meet you,” as opposed to like, “Oh, then I never heard from those other people I actually spent a lot of time with again.”

I think that’s a clearer place where you can imagine really not being sure, like, “Should we all, essentially, reach out and reject this person?” But you can do it in a way that is actually kind and says like, “Oh, no, I acknowledge that I met you. I’m sorry it didn’t work out. Like, good luck.”

Pete Mockaitis
Yeah, agreed. Cool. Well, now can we hear about a favorite quote, something you find inspiring?

Vanessa Bohns
Yeah, so I will say this is not a quote I find inspiring, but it’s a quote I find enraging, which is kind of a type of inspiring. So there’s this Wayne Gretzky quote that you miss a hundred percent of the goals you don’t, or shots you don’t take. Yeah, I see it all the time.

People always have it in their like email signatures and it drives me crazy because, specifically, because the whole point of my research and this book is like it’s not about just always taking the shot, right?

There are times you shouldn’t be asking for things. There are times you want to think twice. And so that quote, particularly, always just rubs me the wrong way when I see it.

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

Vanessa Bohns
I’ll tell you one of my favorite studies from this book, is this one where the researchers had their research assistants put, like, a glob of chocolate on their face or a glob of lipstick. And they went up to people and they, you know, asked them to complete a survey and pretended they didn’t know they had something on their face.

And they wanted to see what the personality traits were of the people who said something and the people who didn’t say something. And, in the end, what they found was that they couldn’t even analyze the data because only, like, four people out of over a hundred said anything.

And so, for me, that study is it’s such a fun study, but also the fact that, like, the effect was so much stronger than even they imagined of, like, us not wanting to give feedback, that they couldn’t even use half their data.

Pete Mockaitis
Yeah. And a favorite book?

Vanessa Bohns
Yeah, so I’m really obsessed with this kind of weird but amazing book called Why Fish Don’t Exist. It’s nonfiction. I love nonfiction. And it kind of transcends genres. It’s like a memoir of the author, but it’s also about the taxonomist who came up with, like, the taxonomy that we currently have to figure out, you know, where animals fit in their, like, genre and species, etc. And it’s just a fascinating read and fun.

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

Vanessa Bohns
I mean, it’s just always, always going to be a pen because, I think, and I tell my students this, I tell my executive students, I tell my undergrad students, because it’s just true, based on the research,

Writing things down by hand helps you process more, helps you remember more. It’s just so much better for deep thinking. Like, typing is efficient, but if you actually want to process and think, like, pen is your best friend.

Pete Mockaitis
All right. And a favorite habit?

Vanessa Bohns
Going for walks, that just clears my head and it helps me think.

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

Vanessa Bohns

I would say it’s always my research on asking in person. I get so many emails from people and, I mean, really, I respect that they read the research and they come up with, like, a cute intro, but I don’t know if they realize how many emails I get like this that says, “I know, based on your research, I really should be coming and asking you in person.” I’d say like 50% of the emails I get start with that. And so, yeah, that seems to have made a mark.

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

Vanessa Bohns
Almost everything you need to get in touch is on my website, VanessaBohns.com, but I’m also on LinkedIn, I’m on Instagram, most of the social media sites @profbohns.

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

Vanessa Bohns
Ask for things more, but when you do it, practice asking in ways that actually give the other person autonomy to say no. And I think the asking is a good thing, but I think also the giving the autonomy. So give a try, you know, give people, come up with a request, give people a heads-up that it’s coming, and just experiment, see if it works.

Pete Mockaitis
And do you have a favorite way that you, or script or preamble or move you like to do for that autonomy-granting accompaniment?

Vanessa Bohns

Yeah, so, I mean, there’s giving people time. There’s giving people a heads-up. Another one is you ask people in person, and then you say, “Don’t give me an answer right now. Let me know tomorrow. Let me know next week,” right? Again, so you give them time to actually think about something so you get their buy-in.

Another thing we’ve tried is giving people the words to say no. So one thing we found in our work is that it’s really hard for people to find the words to say no, and sometimes we’ll just say yes because we can’t think of a good excuse.

So when you ask for something, you actually give them sort of the script or like the thing you would accept in their no. And so I do this when, for example, I have graduate students and I want to ask them to start a new project.

So my goal with graduate students, I want them, you know, I may think that this is a really good project for them to start, but I do not want them to take on more than they can actually handle. And I want them to be honest if they don’t have time to do something or they’re not interested enough to do a good job at it.

And so we’ll have a meeting and I’ll say, “I have this idea for a project. I want you to think about it and decide whether you want to be part of it. I would love you to run it. So I’m very clear I’m actually asking you to do this if you’re interested. But I don’t want you to tell me right now. I want you to look at your schedule. I want you to think about it. Get back to me the next time we meet.”

And I’ll also give them an excuse, you know, “And if you can’t do it, just tell me, ‘I just have too much on my schedule,’ because it’s, like, I will accept that response.’” And so I try to model that my own requests.

Pete Mockaitis

Beautiful. All right. Vanessa, thank you.

Vanessa Bohns
Yeah, thank you. It’s been a pleasure.

1181: Finding the Hidden Networks that Multiply Opportunities with Ethel Mickey

By Podcasts No Comments

Ethel Mickey reveals how the everyday relationships we foster, both in and out of work, shape who gets ahead.

You’ll Learn

  1. Why networking by the books leads to nowhere
  2. Why certain “time-wasting” interactions are actually critical
  3. The right and wrong ways to build visibility

About Ethel

Ethel Mickey is a sociologist who studies why inequality persists in workplaces that claim to fix it. She is an assistant professor at California State University, San Bernardino and a faculty affiliate at Stanford’s VMware Women’s Leadership Innovation Lab. Her research—and her book Networking to Nowhere—reveals how everyday workplace relationships quietly shape who gets ahead in tech.

Resources Mentioned

Thank you, Sponsors!

  • Shopify. Start your free trial at Shopify.com/awesomepod
  • Vinted. Download the Vinted app for free to start selling with no seller fees!
  • Fitnexa. Get $10 off the SomniPods3 with the link and code AWESOME

Pete Mockaitis
Ethel, welcome!

Ethel Mickey
Thank you. Happy to be here.

Pete Mockaitis
Well, I am excited to chat with you. You had a very intriguing pitch. And I want to know, right at the beginning, why do some people seem to get opportunities effortlessly while others seem to do the right things but struggle to get ahead? What’s going on here, Ethel?

Ethel Mickey
Well, my argument in my new book that’s out, Networking to Nowhere, is that we really need to look at the ways in which people are networking, engaging in their relationships, both inside and outside their companies, and thinking about “How are opportunities flowing through relationships in ways that are often invisible but can create really unequal outcomes, specifically thinking about for women compared to men?”

Pete Mockaitis
How does that go down?

Ethel Mickey

Yeah, so I’ve become really frustrated by how much career advice aimed at women, essentially, boils down to them needing to do more. So they should network more, they should speak up more at the table, find more mentors, promote yourself more.

And so the puzzle for me, I really wanted to know whether women weren’t really doing enough or whether there was something else going on. So what I’ve done, I spent several months inside a software company doing research, and I saw that opportunities often travel through, like I said, these relationships that are largely invisible.

So who knows about a current job opportunity? Who gets recommended for that job? Who had someone willing to advocate for them? And I got to thinking, you know, “Maybe women don’t need to network more. Maybe we need to understand why the networking they’re already doing doesn’t produce the same opportunities.”

And as a woman myself, I recognized some of these dynamics in my own career. I could see how easy it can be to internalize this message that you just need to network harder, when the more important question may be whether you’re being included in the relationships that carry opportunity.

Pete Mockaitis
Okay, the relationships that carry opportunity. That does seem like it could certainly be a missing key if you’re doing some networking stuff that doesn’t seem to be materializing into outcomes, results, opportunities that you’re after.

Could you give us a few examples just to paint the picture of what are we talking about in terms of these exchanges and these relationships where opportunity is flowing and others are missing out on?

Ethel Mickey
So I’m going to talk about a few people from my research. All of the names that I use are pseudonyms to protect their identities and maintain confidentiality. But let me talk to you about Heather. She’s a white woman. She’s been working in the legal department of this software company for about six months.

So she’s relatively new, she’s just starting out her career, she’s in her late 20s, and she does aspire to move up into management, but she realizes that she’ll probably have to leave the company, her current employer, in order to move up the ladder. And this we see is common practice in tech as well as other industries.

So when I asked her in our interview, “How do you approach networking?” she takes several minutes to rattle off all of the events that she regularly attends, the various professional groups she’s involved with, and she tells me that her idea of successful networking is to go to the event, make three connections, and start three conversations on LinkedIn afterwards.

So it’s this very kind of pragmatic, logical approach. She has a game plan and she sticks to it through all the events that she goes to. She also tells me that she volunteers, she’s on the board for a community nonprofit, and she views this as an extension of her networking because she’s meeting people in the local community.

And Heather is not alone. A lot of the women I talk to attend conferences, trade shows, seminars, meetups, and express this idea of the power of the potential of networking events, this kind of you-never-know attitude, that if you happen to have a chance encounter with the right stranger, that that person is going to propel their careers.

So, Heather, by all accounts, is following all of the conventional networking advice that were given, but she, at the same time, as we continued talking for over an hour, could not point to a single encounter at any of these events that led to a concrete opportunity for her.

So I want to compare Heather to Chris, who’s one of her colleagues at the same company. He works in the HR department. He’s in his 40s, also relatively new to the company. And he came to the firm after being laid off from his previous employer.

So he tells me he hasn’t had a real job interview in over 17 years. And I found this fascinating, “What do you mean you’ve been working in tech and you haven’t had an interview in 17 years?’

And so he tells me, for his current job, that he was hired through a Barstool interview. And so what does that mean? He said he asked his buddy who he knew that worked at the company to grab a drink with him. His friend not only coached him on the application, but also put in a good word with the hiring manager.

So Chris went through the formal route to apply for that job, but by the time he accepted the offer, the company had elevated the title and pay level of the original position. So we see here two different approaches to networking with two different outcomes.

And the point, I want to be clear, is the man isn’t doing anything wrong. The point is that she was working harder at networking, Heather, that is, but he was benefiting from relationships that already existed rather than trying to tap into these potential, maybe, relationships that you could meet at hypothetical events.

Pete Mockaitis
Yes, that makes sense. But I think there could be all sorts of corollaries in terms of how folks want to. It’s funny, people have mentioned, “Oh, you want to grow your podcast? Well, be a guest of the podcast. That’s what you got to do. Sure.” And so that is a winning approach, yes.

But it’s all about, “Well, how well does that podcast audience fit your podcast audience and how large that podcast audience?” Because you may very well be a guest on 50 podcasts and see very little benefit, versus you could be on one podcast and it’s just, like, quadruples listenership.

Or people will apply to 400 jobs on LinkedIn Easy Apply, and they say, “Oh, shucks! You know, the market is brutal. I applied to 400 jobs and saw nothing.” And others will, you know, have a dozen conversations and say, “Oh, cool. I got three interviews. All right, we’re cooking here.”

Ethel Mickey
Yeah, I think that’s right. I think when we’re talking about the most valuable connections that we have, it’s people with access to opportunities. And so even if people, women, men, are engaging in these strategies to try to edge out the competition and get ahead, if they’re located in these places, in their workplaces where they don’t have visibility, they don’t have access to folks that have the best information or the ability to put you on a high-status project, then all of your efforts are sort of moot.

And so understanding the ways in which your workplace is organized, where you fit in that workplace, and how to then kind of broker relationships across your immediate circle can be really important.

Pete Mockaitis
Okay. And so tell us then, if going to the networking events and setting a goal and meeting three people and having a follow-up and adding them on LinkedIn is not the way, tell us, how do we do effective networking that brings about the opportunities?

Ethel Mickey
Yeah, so the networking, I find, that actually changes careers doesn’t really look like networking. It comes from these relationships that already exist. So we can think about, you know, reconnecting with former colleagues.

Former colleagues can speak to not only your personality but your performance. So how were you as a colleague? How did you manage deadlines? What were you like to work with? These are some of the most valuable connections that we can have, professionally speaking.

Volunteering for cross-functional work might not feel like networking. It actually might sound like a waste of time if you’re getting asked to do something that’s not part of your immediate job description.

But thinking about building relationships outside of your immediate circle, outside of your team, gaining that visibility, building relationships with people who you’re working alongside and might vouch for you down the road, I think, that can be a really useful strategy.

And the people in my research that do that kind of cross-functional work, it’s typically the men that I see doing this, are able to better position themselves for leadership when it comes time for a promotion, And I think also helping other people before asking for help.

And so thinking about investing in a relationship, not networking events. Investing in people and thinking about, you know, don’t wait till you need a job, don’t wait until you want the promotion, but stay in touch with with former coworkers. Cultivate relationships with people who have visibility across the organization and really don’t assume that great work speaks for itself.

So making sure people outside of your immediate manager or supervisor knows what you’re contributing. A lot of this, too, can happen through more informal gatherings. So I see in a lot of what I study that it’s a quick conversation over coffee. It’s grabbing lunch.

It’s going to a ball game after work where people are able to, kind of, more casually say, “Oh, this is what I’ve been working on. Here’s kind of a puzzle that I’m troubleshooting. What ideas do you have?”

And so if invitations to those kinds of informal gatherings aren’t coming your way, what are some ways to create your own opportunities to build relationships? So sending out invitations yourself, or organizing a lunch group, starting a cross-team discussion group, whether that’s in person or online.

So some of these are are ways that we can think about the right way to network, which, as you notice, I said nothing about events and conferences.

Pete Mockaitis
Yes, it’s intriguing because, in a way, I can, hey, I love going to events and conferences myself, and it’s a different feel, you know? I mean, you are meeting people and you are broadening your horizons.

But, in some ways, it’s a little bit harder, maybe a lot harder, to really get enough of a connection, a vibe, a shared understanding of another human that you encounter, even if you are cutting loose, you know? You’ve got a session, then you go to a dinner, and then there’s cocktails afterwards.

Even if you had a few good hours with folks, which is kind of as good as it gets, really, in my experience when it comes to relationship-building at conferences, it’s kind of hard for them to have a real sense of, “Boy, you know, Ethel is just awesome to work with. Boy, she is so sharp. She has a gift for this.”

Like, it’s hard to get to that point with people in those contexts. And that’s what I’m hearing, what I’m picking up from what you’re saying is, and that’s really what the impression that we need to leave folks with for opportunities to flow our way.

Ethel Mickey
Yeah, and I also enjoy conferences. I just got back from a really big one in New York City. And I see a lot of value in going there and exchanging ideas and presenting my work to an audience who ask really smart questions.

And so there’s a kind of engagement that can happen in these settings that is super valuable for us, professionally. But I will say I don’t approach conferences hoping to find the connection that will make or break my career.

And, you know, I’ve talked to people who are hiring at conferences. It didn’t really matter. They didn’t quite remember that five-minute conversation where maybe we exchanged business cards or connected on LinkedIn.

But I don’t want to devalue conferences altogether. To tell a story from this last conference I was at, there was someone who came up to me after I presented, and we had a very quick exchange, and they were very excited about the work I was doing, and there was some overlap thxre with our ideas.

And I said, “You know, follow up with an email to me and we can keep the conversation going.” And, you know, this person did follow up and wrote a really thoughtful email to me. It was clear they had read some of my research, which is like the biggest form of flattery, but they were asking smart questions that made me think differently.

And you know what? I’m going to remember this person now. And there was an opportunity that came up just recently, and I couldn’t do it. And I put this person’s name forward because they seemed like a good fit.

So there is a way to work the conference, but thinking about maybe the steps that happen afterwards or how thoughtfully you’re engaging with these kind of one-off chance encounters might be something to rethink.

Pete Mockaitis
Okay. Well, please, share with us your favorite moves you’ve heard of people doing in terms of really developing these relationships that make things happen for you.

Ethel Mickey
So I distinguish between two types of networking in my book. And the one that we’ve really been talking about I call strategic networking. And this is really doing it by the book. So everything we’ve been talking about, like the conferences and making sure you collect a LinkedIn contact after the conference, really thinking more of a quantity over quality approach.

But I want to distinguish that between what I call strategic socializing. And this is where folks, and I find that it’s typically men that do this. But strategic socializing is where you kind of blur the professional and personal relationship. So you’re thinking about building friendships with the people you work with, maintaining those friendships, socializing with them outside of normal work hours.

So some of the primary ways in tech that guys especially would be connecting and building relationships is through things like sports, whether that’s fantasy sports leagues, going to sports games, also video games.

They had video game leagues, they’d go to Marvel movies together, ski trips, golf outings, a lot of these things that kind of seemed what the women would actually describe it as a waste of time, like, “I don’t have time to do all of this, and I don’t want to hang out with my coworkers after work.” But the men would say, “I’ve met some really smart people that have opened up doors for me through these opportunities.”

So if we’re thinking about like the different types of networking, that’s sort of the categorization that I put forward and think about, you know, “How do we leverage some ties that we already have, reconnect with folks that maybe have gone dormant? And think about is there something we can do to connect on a personal level?”

Pete Mockaitis
That’s a really interesting perspective – the perception of an activity as a waste of time versus not. Because, in a way, it’s very misleading because a networking brunch sounds so productively effective and important as a thing one should do, like, “Ooh, yes, yes, I’m looking to expand my network. And this is an event for this explicit purpose. This is a great match. Let me go.”

As opposed to playing video games together sounds like, you know, we’re just goofing around, and I guess, in one way, you are. But in another way, the extra relaxed, diffused nature of such activities, it makes it feel all the more like real friends, you know?

Ethel Mickey
Like, authentic.

Pete Mockaitis
I’m thinking about, yeah, real friends versus deal friends, or friends of utility versus true friends. It’s, like, if you’re doing a thing together, it’s almost like part of our lizard brain is just like, “I must like this person. We are friends. We belong to the same tribe, community, posse, grouping. We are bonded by this thing more so than we were both at a networking brunch together.”

Ethel Mickey
Yeah, I think what you’re talking about, it’s like part of human nature. And there’s a whole wealth of social science research that shows that we gravitate towards people who we view as similar to ourselves.

So that could be shared interests, like, “Oh, you like golf? I like golf. You like video games? I like video games.” It could be identity-based. So when we walk into a space, you know, perhaps I’m seeking out other women, I’m seeking out people who I view as at my same age or career stage.

I’m a working mom. I love to connect with other working moms. And this is just part of how we are as people. We bond really quickly when we can swap stories, exchange experiences. It fosters this sense of ease pretty immediately, trust and communication.

So none of this is inherently bad. In industries like tech, where we see who holds the leadership positions and the power is drastically skewed towards one group, if the men are just gravitating towards other men, then we get this situation where all of the information that’s happening over these kind of informal golf outings or hitting up the bar after work just kind of circulates in the same circles.

And so women continue to be excluded and are left out of these interactions and they’re left out of the information loop.

Pete Mockaitis
Okay. Well, if anyone’s listening to this and they’re thinking, “Oh, my gosh, this is happening in my world,” tell us some of your favorite tactics, moves, events, invitations that you recommend folks proactively rock and roll.

Ethel Mickey
One thing I do caution women against is believing that they need to network exactly the way men do. Men’s networks often develop organically through workplace cultures that have historically centered men, as I’ve been talking about. And so simply copying these behaviors doesn’t necessarily produce the same results.

One of the biggest takeaways from my research is that women shouldn’t just try to network more. They should intentionally cultivate a community of strong ties. So I encourage people to think of building a career ecosystem rather than just a contact list.

And think about every relationship doesn’t have to do everything for you. I think we put a lot of pressure on finding a mentor that can, you know, solve our whole career and figure everything out for us.

But, you know, maybe you have one person in your ecosystem who’s a sounding board. Another might be a sponsor for you. Another might introduce you to people you want to collaborate with. Another might simply be the person that reminds you you’re not alone in your workplace.

And so together, these relationships, this collection of relationships, can create resilience for us. And if the informal networks don’t naturally include you, don’t network harder. Build your own circle of trust.

So we see that women absolutely benefit from building relationships across the company that I studied, including building relationships with influential men. But what my research also taught me is that having a strong community of other women provides something different, and that’s a reliable source of peer mentoring, honest feedback, and advocacy.

So that doesn’t replace your broader network, but it makes it much easier to navigate some of these dynamics that we’ve been talking about.

Pete Mockaitis
Within this ecosystem, can you lay out a few of these key roles you want to try to fill out?

Ethel Mickey
Sure. So, you know, I could talk a little bit about my own circle that I have built. And, you know, I have a group of women at different career stages that I regularly stay in contact with.

So we’re not talking about a lot of people here because you want the touch points to be more frequent. So there are folks that I have that are reviewing the work that I’m doing. They’re reading a research paper, they’re talking through an idea with me, and they’re really, like, my ideas person.

I have women at other career stages a little bit ahead of me who will write letters of recommendation and serve as a reference for me. They’ll open doors for me when they can.

And then there are other professional relationships I have that do, you know, kind of merge into friendships where it’s, like, “I need advice and you know me as a whole person outside of just the work I do. And can you advise me based on what you know about me?”

So we can kind of think about, you know, building this team, like a board of advisors, if you will, that each have their own different roles and different areas of expertise when it comes to supporting you.

Pete Mockaitis
Now when you say group and team and board of advisors, are they talking to and knowing and meeting each other, or rather it’s a collection of individuals that your relationship is with each of them individually?

Ethel Mickey
That’s a great question. And I hope I’m not throwing too many metaphors out there. It could be both. I have both. I have a group that I meet with kind of bi-weekly, and it’s a writing group, it’s a check-in group, it’s an accountability group, and we all know each other and we all support each other.

But then I certainly have other folks on my board of advisors, if you will, who aren’t part of that circle, but I’ve connected with them through other jobs or through other research teams. And we stay in touch and it’s more of a one-on-one relationship.

I think, in most cases for people, these relationships will be one-on-one. But we see that a lot of companies have affinity groups or ERGs, employee resource groups. So these might be ways to think about, “How do I build this kind of ecosystem within structures that are already in place?” in your company.

Pete Mockaitis
And I’d love to know, do you have any favorite ways you like to reach out? We talked about mentors. And so some folks suggest, “Don’t come on so strongly,” like, “Will you be my mentor?” But rather, you know, ease into it, like, “Hey, I’d really value your input on this thing.” So how do you imagine making the approach, building these relationships and understandings?

Ethel Mickey
You know, maybe I’ll tell a story about someone else that I interviewed from the tech company, and he was an engineer. His name was Rohit, he’s an Indian man in his 40s, and he had a really successful trajectory pretty rapidly. So he got promoted, I believe, within just four months.

And so when I asked him, you know, “What do you credit to this rapid acceleration?” he talked a lot about these little projects that he would take on, often as favors, taking things off his boss’s plate. So he didn’t consider his boss a mentor yet but he was being very strategic about building personal relationships with high-level people.

And he was thinking about, you know, “How can I take something off of your plate, be useful to you, you get to know me, you get to see the kind of work I can do beyond my job description?” So he was building visibility, building connections, building a positive reputation as a helpful person.

And when he got promoted, his manager said, “I couldn’t think of a better person than you.” And not only did he get the promotion, but they built this relationship that was built… it eventually became built on reciprocity where they were exchanging information, they were leaning on each other to complete tasks and hit their deadline.

So that could be a way to think about maybe not something we think of as networking, but by going that sort of extra mile, it creates that visibility and those connections that can turn into something more.

Pete Mockaitis
Yeah, I like what you’re saying there with regard to the taking on little projects, doing favors, being proactively helpful. And you said the very thoughtful email message you got, in which that person had read your research meant a lot to you.

And I’m thinking about, I think, Tim Ferris had some tips in terms of, if you want someone to mentor you, like, take massive action on whatever they recommend, like, “Oh, hey, thanks for that book recommendation. I read the entire thing and here are my summary notes.”

And maybe that feels over the top but it could also send the message, “Oh, wow, when I share some advice, input, perspective with this person, they really run with it. This is sort of a good use of my time.”

And so I’d love to hear more about what are some of the moves in which you apply effort that dazzle and delight someone you’re trying to build a relationship with?

Ethel Mickey

You know, it’s interesting that we’re talking about mentorship because I actually think this is bleeding into sponsorship, and sponsorship can arguably be more effective or important, especially if we’re thinking about trying to network to climb ladders, right?

So there’s networking that we do if we’re looking for a new job and we’re thinking about “Who’s outside of our company? How do I know more people in the industry?” But I also write and think a lot about how networking is just part of the everyday work we do because work is so relational, especially in an industry like tech where work is structured around teams.

A lot of times, evaluations are done by peers. So we’re thinking about building relationships and reputations in our own companies to survive. And so when we’re thinking about sponsorship, it’s not just having someone guide you. It’s having someone who will say, “I know her and she’s excellent.”

And I find that women often do have mentors, but men are often more likely to have sponsors. And so, you’re asking for examples, like thinking about becoming known before you need something.

People remember generosity, they remember competence, and they remember reliability far longer than those one-off networking conversations. And I would encourage people to be really careful about what kinds of projects they’re taking on or what kind of extra work they’re doing.

So to give you some examples, there was one woman I interviewed who was really aspiring to become a VP, and by all accounts, she was entirely qualified for it. She had been at the company longer than almost anyone I had met.

She was a director. She had all of the credentials. And she was taking kind of the same approach to these little extra side projects, but the work she was doing was, like, really invisible.

She wanted to train new hires and create curriculum for them. And so what ended up happening was she was spending more time with very entry-level people, which she viewed as a waste of her time. And so I repeatedly heard women express disappointment over the lack of credit or lack of visibility that they needed to further advance.

Some women took on planning the company retreat, and that’s important, but it’s not going to be visible in the same way as pulling off a last-minute favor that your boss needs to hit a deadline that he’s going to report to the executive team.

So I do want to caution like what kind of extra work are we doing and being really thoughtful about it, but also ensuring that credit is being given to the work we do.

Pete Mockaitis
Yeah, that’s come up in a previous conversation about, you know, promotable work versus not.

Ethel Mickey
Absolutely.

Pete Mockaitis

And so you can be a super friendly, helpful team player who pitches in and assists with all kinds of things. And that is, hopefully, noticed and appreciated. But depending on the people and the personalities and what folks really value, it doesn’t get you anything but more remorse when they fire you, you know? It’s like, “Oh, I feel really bad firing them but I’m still going to fire them during the layoff season.”

Ethel Mickey
Well, I always say if you do that grunt work really well, you just get more grunt work, right? Because they’re like, “Oh, you’re so good at party planning, like, you should plan the next one.”

And it’s like, well, then you get into this cycle where you’re stuck and you’re not doing work that you find meaningful. It’s not getting you positioned to move your career in the way you want.

And, you know, I saw this a lot with women who were engineers and highly technical, and they kept getting pushed into more people management jobs and roles. And these weren’t necessarily jobs that they wanted or were trained to do, but they kept getting asked to, “Hey, will you will you manage this person? Will you mentor this person?”

And before they knew it, they were, you know, either a project manager, a product manager, and they were kind of looking around, like, “How did I get here? Like, I want to be a developer, I want to be an architect, I want to code things, and now I spend my day managing personalities.”

So we do have to be, yeah, mindful of the types of tasks that we’re being asked to do and what we agree to.

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

Ethel Mickey
So I think that I want it to be clear that understanding some of these dynamics that I’m talking about isn’t discouraging, and, particularly for women. I know your audience has a lot of women who are navigating careers, and I hope that the information and that my research can be liberating in the sense that, once you realize that careers are built through these trusted relationships rather than constant self-promotion, you can spend your time much more strategically.

And for leaders, those who are in a position to maybe serve as a sponsor or serve as a mentor, this can be a reminder to really think about and take a look at who’s getting included in those informal interactions. Who do you just kind of automatically gravitate towards? And maybe is there someone that’s been inadvertently pushed to the sidelines?

So thinking about who gets included in those interactions where trust and opportunity are built. So understanding how opportunities actually flow can allow us to invest our time differently and, hopefully, more effectively.

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

Ethel Mickey
So my favorite quote is from Grace Hopper, who is, or was, a trailblazing computer programmer, and she said that, “The most dangerous phrase in the language is we’ve always done it this way.”

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

Ethel Mickey
So I want to talk about Mark Granovetter’s “The Strength of Weak Ties.” And so folks in sociology, but also management, know about this research, which shows the value of our weak ties. These are those one-off connections that can often create new kinds of information.

This idea, if you talk to a friend of a friend, you might have access to different information than if you talk to your best friend or a close family member. You’re kind of expanding your network in those ways. And I bring that up because what’s fascinating is that my research found a little bit more of a nuanced picture.

So these weak ties might help you access information, but many of the jobs and promotions that I observed actually came through these trusted relationships that we’ve been talking about. That’s people who are willing to put their own reputation on the line by recommending someone.

Pete Mockaitis
Okay. And a favorite book?

Ethel Mickey
One of my favorite books is by a sociologist, Lauren Rivera, and it’s called Pedigree: How Elite Students Get Elite Jobs. And this is just an excellent, well-researched book that shows how hiring an elite industry.

She looks at banking, she looks at law firms. It’s often much more social than we admit. So it’s not just about credentials, it’s about, “Who is a good fit? Who is familiar to us?” We’ve talked a lot about who’s familiar and how that can create trust.

But when that’s used in hiring, it has profound implications for inequality. And my own work extends that conversation by asking, you know, “What happens after people get hired? So how do relationships inside workplaces shape who’s getting opportunities like promotions and recognition?”

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

Ethel Mickey
So this might seem kind of cheesy, but my calendar. You know, relationships don’t maintain themselves. I try to keep track of birthdays. I schedule reminders on my calendar to check in with people who matter to me, professionally, every few months.

So that board of advisors that I was talking about, I have calendar reminders to send them a note, see how they’re doing. And, you know, I also find voice notes remarkably effective at keeping in touch. They feel more personal than a text or an email, but it’s not as big of a lift as a phone call or hopping on Zoom.

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

Ethel Mickey
I’d say the goal isn’t to know more people, it’s to know people well enough that they’d confidently say, “You should hire her.”

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

Ethel Mickey
So my website is EthelMickey.com.

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

Ethel Mickey
Think less about expanding your network and think more about strengthening the one you already have. Don’t measure your network by how many people know you. Measure it by how many people have seen your work and would enthusiastically recommend you.

Pete Mockaitis
All right. Ethel, thank you.

Ethel Mickey
Thank you.