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868: Fostering the Sense of Community at Work with Christine Porath

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Christine Porath says: "Too many people don’t feel any sense of community."

Christine Porath discusses why community is critical to well-being and shares powerful examples of how to build it in the workplace.

You’ll Learn:

  1. The astounding benefits of a sense of community
  2. The one thing to avoid with community-building activities
  3. How vulnerability leads to richer communities

About Christine

Christine Porath is a tenured professor at Georgetown University’s McDonough School of Business. She’s the author of Mastering Civility: A Manifesto for the Workplace and co-author of The Cost of Bad Behavior. Christine is a frequent contributor to the Harvard Business Review, and has written articles for New York Times, Wall Street Journal, McKinsey Quarterly, and Washington Post. She frequently delivers talks and has taught in various Executive programs at Harvard, Georgetown, and USC. Prior to her position at Georgetown, she was a faculty member at University of Southern California’s Marshall School of Business.

Christine’s work has been featured worldwide in over 1500 television, radio and print outlets. It has appeared on 20/20, Today, FoxNews, CNN, BBC, NBC, msnbc, CBS, ABC, and NPR. It has also been included in Time, the Wall Street Journal, the Financial Times, Fortune, Forbes, NY Times, The Washington Post, and L.A. Times.

Resources Mentioned

Christine Porath Interview Transcript

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

Christine Porath
Thanks for having me.

Pete Mockaitis
I’m excited to dig into your wisdom and hear some juicy tidbits from your latest Mastering Community: The Surprising Ways Coming Together Moves Us from Surviving to Thriving. So, for starters, could you maybe share with us a really cool story that has some nifty surprises that illustrates what’s up with community, like what’s at stake and what’s possible and what’s the goodness that we might want to be able to tap into?

Christine Porath
Sure. So, it really was inspired by my brother and sister-in-law’s story. So, in 2008, my brother, Mike, and his wife, Sarah, had a truly terrible life changing day. In the morning, a doctor informed them that their unborn child was missing a kidney, and possibly other organs. And then in the afternoon, they returned home and there was even more devastating news. They had learned from their doctor that their two-year-old daughter, Annabelle, had a rare chromosome disorder, Dup15q, and her mind would probably not develop beyond that of a five-year-old.

And so, feeling lost and scared, my brother turned to Google to try to learn more about this diagnosis, and most of the guidance he found online wasn’t that helpful, but he clicked an old PDF file containing six stories from parents whose children experienced similar disabilities. And the stories contained joy and humor, and they offered reason for hope. And if these parents could cope with these disabilities and even find some joy in the process, maybe Mike and his wife figured they could, too.

And after conquering another parenting challenge with Annabelle, just a couple of months later, Mike realized that solutions could be simple because he had, again, posted online to try to get answers, and that’s where he found them. There was a woman who posted how to teach a child a pincer grasp, how to pick up food, which Annabelle was struggling with. And what Mike realized after trying what she suggested, which was cutting two holes, a sock for her forefinger, a sock for her thumb, and putting Annabelle’s favorite food in the tray, that it didn’t take very long, less than a month, for Annabelle to master that.

And so, through those instances, Mike realized that, oftentimes, lived experience rather than professional expertise can go a long way. And wasn’t it wonderful that communities, in this case of parents suffering with similar disabilities or diagnoses, were helping each other? And so, in 2014, Mike and Sarah bootstrapped a new venture called The Mighty, which is a digital media company connecting people facing disease, disabilities, disorders.

And since then, The Mighty has grown from just a tiny tribe of people to several million people that connect online to help each other, lift each other up. And one of the things that I learned from Mike was that, while groups under The Mighty work created to address specific needs, beyond that they were really solving for the problem of isolation and loneliness.

And I think too many people, I realized, even in the workplace, feel like Mike did, alone or disconnected and suffering, and it was just really inspiring to me to see how they were able to build community from the ground up, and how it’s helped so many people. And since I study stuff in the workplace and I got a frontline seat to see how that evolved, I just was seeing data saying too many people don’t feel any sense of community, about 65%, at work. And this was all pre-pandemic, of course.

And so, I just felt like we could and should do better. And what could we learn from The Mighty and other places like it?

Pete Mockaitis
Well, so a couple quick clarifiers, 65% don’t feel any sense of community anywhere or at work?

Christine Porath
At work.

Pete Mockaitis
Okay. Got you. And this pincer grasp, not that it’s a parenting podcast but I got to know. So, I get a sock and I cut two holes in it, and then that’s the trick, it’s like we got two fingers to work with?

Christine Porath
That’s the trick. And you put a sock on the other hand so there’s no cheating involved, and then you have at it. You put favorite food in a tray and, apparently, that’s the way to get at this. So, it was pretty interesting given that so many physicians and experts and others were trying to help them and nothing was working. And so, it was one of those things where maybe some parents that were facing similar situations knew best.

Pete Mockaitis
I really like that a lot, and I guess I’m discovering that nowadays that when it comes to doing research, what turns up when you ask a friend versus Reddit, versus a Facebook group, versus Google, versus ChatGPT, are quite different. And sometimes with the search engines, I don’t know how to articulate it, but it seems like the top results are often the ones that have put a lot of effort into becoming the top results in terms of their budgets and their search engine optimizers and all that stuff. And the sock pincer insight is not all that monetizable, and so there’s a good chance it’ll not find its way onto the front page of search engine results.

Christine Porath
Yeah. And so, I think one of the things that they learned was just how helpful community can be around similar issues or struggles or that kind of thing. And so, I think we could learn the same from workplace situations as well. What if we had other people to lean on and glean information from who cared about us or cared about our situation?

Pete Mockaitis
And so then in workplaces, how does that often materialize? Is it within one workplace, like the employer, like Microsoft or Google? Or is it sort of a community, like an association across many employers? How do you see those things working?

Christine Porath
Well, I think it could be either but, really, I was looking to try within organizations, try to build communities. So, at a Microsoft, or at a Motley Fool, or at a small company that people might be able to really feel a sense of belonging and feel like they matter, that they cared, that others around them cared about them, and how that could make a real difference on things like engagement. So, there was incentives for leaders to pay attention to were they building communities where people feel connected also?

Pete Mockaitis
So, let’s talk about some of these metrics. Any particularly eye-popping statistics or findings from research? Like, what is the difference that having a great community versus not so much of a community really makes at work?

Christine Porath
Well, we found, when people feel connected with their colleagues, they’re 74% more engaged and 81% more likely to stay with the organization. They’re also far more likely to thrive at work, which we know is connected to performance and things like that. And this was data from over 20,000 people that Tony Schwartz and I collected. So, it ranged across different organizations, across different industries, it was global, so fairly generalizable.

Pete Mockaitis
Yeah, Tony Schwartz from The Power of Full Engagement?

Christine Porath
Yes, exactly.

Pete Mockaitis
Beautiful.

Christine Porath
Yeah, and The Energy Project where he founded that.

Pete Mockaitis
Yeah, we’ve had him on and he’s swell. Okay. So, then could you paint a picture for us, inside a work context, do we have a nice illustration of what a great community story looks, sounds, and feels like in practice?

Christine Porath
Well, I think one that is from a smaller organization that I’m pretty familiar with now is Motley Fool, and they’re a best place to work. And one of the things that they do, they have lots of fitness challenges, which are fun, and that kind of thing, but they organize a lot of events where they show up for each other. One of the things that they did, I know, through the pandemic was they realized that people liked to actually teach one another things that they care about, like hobbies.

And so, even on Zoom, they might sign up for something that they felt like they could teach people about. And it ranged anywhere from how to knit, to butchery-type stuff, to all different sorts of things. And what they found is that it really created a sense of community, both the person teaching as well as the person learning. And so, it was a way to increase engagement driven solely by people and what they wanted to connect with others about. So, I like that because it was, really, doesn’t require a lot of resources, and both the learner and teacher benefit. So, that was one that popped.

Pete Mockaitis
That is fun. Can you share another example?

Christine Porath
Sure. The book is full of examples. I think one that comes to mind is Marriott has a TakeCare program, and they’re global. After their merger, they have over 700,000 employees, and yet on the ground, locally, they have what are called TakeCare ambassadors. And those folks in a particular location, let’s say Thailand, on the beach there, they would organize activities that they felt like would contribute to the wellbeing of their employees but also the wellbeing of the community.

So, they might do something around protection of sea turtles, or cleaning up the beach, or painting schools that needed that kind of care. But the idea was that they were often doing something for the local community or that would benefit people. They would have painting bike helmets for kids, and so host these events for local citizens and things like that.

So, I think I’ve seen a lot of doing good for the outside community, which generates a sense of thriving and pride and feeling connected to their coworkers and their organization in a meaningful way.

Pete Mockaitis
Okay. Now, I’m curious, in practice, when leaders, either very senior or mid level in terms of managing a team, hear this stuff, and think, “Ooh, that’s cool. We should do that,” what are some of the key differentiators that make community-building efforts meaningful and enriching and impactful in the ways we’re going for versus some that kind of miss the mark or feel fake or off?

Christine Porath
Well, I think one that’s gone over well is at Traeger, eating together or cooking together, and they really looked to, with a new headquarters, they cook together six days a week. And I think it’s different from, necessarily, having food on site to try to keep people there for a lot of hours and things like that. But it’s, literally, they’ll make breakfast, I believe, it’s on Monday, and then lunches all the other days together.

And so, from all data and anecdotes shared, that’s a really nice value that they benefit from and enjoy each other’s company. And there’s research behind the fact that cooking together and eating together is a way to form collaboration, get to know each other better, and ends up helping things like performance and so forth. And some of that research was done with firefighters but I think I’ve really seen it take root in different organizations in meaningful ways.

One differentiator at Traeger might also be the fact that the leaders, including the CEO, Jeremy Andrus, participates and is involved in the Monday meetings that they have, which incorporate a lot of peer awards for living the values and things like that. So, I think that that can make a difference, like leaders not only encouraging certain aspects of, let’s say, sustainability or things like that, sustainable work practices, but role-model it as well.

And so, I think that with Tony Schwartz, that was another finding that we had among that large dataset was it’s really important when leaders not only encourage these practices but live them as well, setting the tone for it.

Pete Mockaitis
Okay. And then do you have some examples of attempts at community gone wrong where this wasn’t landing with folks, like, “Yeah, this is kind of lame, or awkward, or uncomfortable, or unnatural, and we don’t like this”?

Christine Porath
I think, generally speaking, it’s when they’re forced and mandatory.

Pete Mockaitis
Okay, “We’re all having fun now.”

Christine Porath
Yeah, exactly. That you have to participate, that these are after-hour events that you feel like if you’re not there, it’s punishable kind of thing, but those are the ones that come to mind. It’s almost like the forced workplace, you have to do work from the office versus having some flexibility. So, similarly, I think around community events, like, ideally, people have some choice around them.

Pete Mockaitis
Yeah, I remember one time at work, we went golfing, and so I made it very clear that I, straight up, don’t know how to play golf, and that when I’ve attempted, it went very poorly in terms of, like, divots everywhere, so, like, “Just so we’re clear.” And so then, they’re like, “Oh, you’ll be fine.” I was like, “Well, okay, if you say so. I’ve told you sort of what’s going to happen.”

And then I did it and then they were very frustrated with me, and then they’re like, “We’ve got to let them play through. You’re slowing us down.” I was like, “Well, I kind of told you that was how this was going to go.” And so, I found that very uncomfortable and unpleasant in terms of that experience, as opposed to, I don’t know, either choosing a different activity that everyone likes, or just say, “Okay. Well, hey, check this out. Well, you can hang out on the golf cart and goof around and have some drinks, I don’t know, whatever, and enjoy things that way even if the actual swinging of the club isn’t in the cards for the day.”

So, yeah, that’s a good point. So, there’s a choice, it’s not mandatory. And it seems like with the cooking example, and it’s come up before. It’s like folks are doing stuff collaboratively, and so I think there’s probably some magic there. I’m thinking now about Bob Cialdini and his stuff about singing and/or dancing in unison does cool stuff. That might be harder, I don’t know, depending on the vibe of your workplace. Folks might be really into that or not at all.

And so, I guess that’s maybe one of the themes, is that this will be very individualistic for individuals and teams based on what vibes for them.

Christine Porath
Yeah, I think I really like your example of having some choice around different activities, for example. I’ve seen that go over really well. Or, even if you plan an event, like I attended one at a major league baseball park that they rented out the area where you can eat together and so forth, then you could tour the field. This was an evening activity. The batting cages were open so it was really fun for those of us that wanted to take a crack at swinging against some pitchers, but you didn’t have to.

You could hang out and eat or drink with others. You could walk around and tour the facilities. So, it could be a number of different things that you could do even though there was a large room together where people could hang out. So, it provided a little bit of choose your own path depending on your interests and your abilities and so forth that seem to go over really well as far as most people being happy with the choices and that kind of things.

So, I think that that choice element that you highlighted is really key, if possible. And I know for offsites, oftentimes what they’ll do is just people can choose out of three, four, five activities. And I think that’s a really nice way to promote inclusivity as well, the idea that, depending on your capabilities, cultural differences, interests, those kinds of things, you’re providing a number of different paths for people.

Pete Mockaitis
Okay. So, beyond the activities or the outings, are there any other key ingredients in the mix for having great communities at work?

Christine Porath
I think anytime that you can promote healthier living and provide some sense of, whether it’s recovery or rejuvenation or things like that, those are wins as well. I think of Kelly McGonigal’s The Joy of Movement and the idea of that that’s a nice thing for people that are interested in that, but they’re amplifiers, like doing it together, doing it nature, doing it to music, things like that.

And so, one of the examples that I shared was a woman who actually started a program at Dell at the time around just because people were gaining a lot of weight, they weren’t feeling very good, she started covering them for working out an hour each day. And it ended up becoming, Thrive was the program, but people couldn’t wait to be a part of it.

And I think that part of it was it also broke down barriers, she said, of you might have a leader running next to someone that was in the call center, and it tended to break down silos in the organization, and build, cultivate relationships among people that might not have, otherwise, known each other or gotten to meet one another, and so that was a real positive as well as people became far healthier in terms of practices and things like that.

So, that was a nice example that I liked a lot. It doesn’t work for everyone but I think it, overall, had a lot of positive effects for various individuals, and team performance shot up and things like that. So, even though that they were working less or had the capability to work less, given time off to take a break, to work out, things like that, then, overall, it was a real win for the organization.

Pete Mockaitis
And you also mentioned radical candor. We had Kim Scott on the show, and she was swell. But what role does that play in building community? And could you give us some examples?

Christine Porath
Yeah, I love Kim Scott’s work on radical candor, and some of the examples that I share in the book actually tie to Kelly Leonard, who’s at Second City. And he and Kim partnered to teach people radical candor through improvisation and the idea that we’re all a work in progress. But I think radical candor, when people know that you care personally, there’s more liberty to challenge directly.

And I think that that’s a positive as far as we want people sharing feedback, we want people, basically, coaching each other up, like helping people improve. And a great way to do that is through radical candor, given how negative feedback is often awkward for a lot of us. And so, if you can develop a spirit of radical candor, it really helps quite a bit.

And one of the examples that I liked in the book came from Christa Quarles, who, at the time, was CEO of OpenTable. And one of the things that she shared was she learned she had to give it to get it. In other words, she had to be vulnerable and share when she has messed up or needed feedback, and that kind of broke down some of the barriers, such that people were able to see, “Okay, she can handle that kind of criticism or direct feedback. And what happens if we use it?”

But I think she also had to encourage it along the way, suggesting that, “Listen, failure is okay. Like, through failure, we will learn. So, some of that criticism is actually welcome because it’s going to get us to a better place more quickly.” And so, I thought she handled things really well. And if folks were not comfortable speaking up, one of the things that she did was pulled them aside.

Like, this very talented woman who just was reluctant to speak up in a group, and she coached her effectively, and she just let her know, “Listen, if I need to, I’ll tee you up for this, but we need you. We need your voice. We need you involved,” and it really went a long way to developing her but, more importantly at the time, also what the team and the organization needed.

And so, I thought it was an excellent example of leaders as a coach, and getting involved to kind of get the ball rolling for people to be radically candid in ways that maybe didn’t come naturally, but they needed to break out of what Christa Quarles called ruinous empathy, or this idea of not speaking up because you don’t want to hurt someone, which is the most common mistake. And I think Kim says that about 85% of the mistakes are in that arena.

Pete Mockaitis
Okay. And speaking of mistakes, we talked about not having the forced fun. Is there any other top do’s and don’ts you’d highlight if folks are thinking, “Yeah, I would like to kick up some community at work”? What do you recommend as being some of the very first things they do do and they don’t do?

Christine Porath
Well, I think the idea of uniting people and providing a safe space for people to communicate is huge, and leaders can set the tone for that by being vulnerable, admitting mistakes, admitting failures, things like that. But one of the examples that I used at the beginning of the book is just an example of Phil Jackson, who, you may know, coaching the Chicago Bulls for all those years and winning so many championships.

But Steve Kerr talked about one of the things that brought them to be such a tight knit team was the idea that every day they met in Phil’s kind of film room, so to speak, but they wouldn’t talk about basketball or the X’s and O’s. It was all about connecting. And so, I think that idea of, “Are you providing a safe space where people are communicating and getting to know each other in different ways?”

That could be around activities. It could be around cooking like we talked about. There are so many different ideas behind that, but I think bringing people together and trying to create a place where people can be vulnerable is really huge. So, I liked that example for the idea that just get people talking, sharing information, and that kind of thing.

Another example that I liked was Chuck Robbins at Cisco, and the idea of having a conscious culture. And one of the things that they did, again, well before the pandemic, was they had a program called Love and Load. And the idea was that people would be providing how they were doing, so just a quick full survey, and the leader would get that data and could really quickly address it.

So, if someone was kind of struggling or not having a good week, a leader could check in really quickly around that. And so, I think it’s helping to create touchpoints between leaders and their direct reports, or even peers for that matter, but the idea of being, I think, people need those kinds of little lifts. And so, the more that the leader can create these touchpoints through the day, which Doug Conant talks about quite a bit and has a book on touchpoints, and really turned an organization, Campbell Soup, around with touchpoints. That would be a really good mode to kind of jumpstart things.

It doesn’t take a lot of time. These were moments that Doug talked about in the hallways, in meetings, in the cafeteria, and it was all about connecting with people, and you listen attentively. He would often try to leverage his expertise and then close with, “How can I help?” And those kinds of moments really made a difference.

Another one that Doug talked about, which I love, was he ended up sending 30,000 thank you notes while CEO of Campbell’s. And I think that’s something that, especially nowadays where people may be feeling a little beat down, or a little negative, or just struggling coming off of the pandemic, well, even before that, this was important, but the point is that these thank you notes made a huge difference in making people feel valued.

And so, those small things can make a huge difference in employees’ lives, and get them engaged, get them, retain them in organizations. And it was kind of fun. I had a friend that a few months ago was traveling on a plane and sat behind a gentleman who was raving about where he worked, at Campbell’s, and the fact that 15 years ago, a CEO had written this lowly salesperson a thank you note.

And so, again, 15 years later, someone is still talking about this, still proud of the company, the connections, the sense of community that he felt because of this action. So, I think that small actions can make a huge difference, and you don’t have to be a leader for that to happen.

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

Christine Porath
I think the idea of ubuntu, and, “I am who I am because of who we all are.” I like that idea a lot. And as you may be able to tell, I like sports examples a lot. So, I shared an example of Doc Rivers turning around the Boston Celtics at the time with this rallying cry. But I also love the example, and it was actually the woman, Carla Peñarosa Blatt, who I shared the Dell story about, who found that by taking time out and traveling with her family, not wired into technology and things like that, she and her family really felt a much greater sense of connectedness.

And I think, for her, it was kind of putting away the technology even for short periods of time and really trying to connect with people. And, again, it could be short, over coffee, over a meal. It could be in the backyard, over campfire, what have you. But the point being that the importance of maybe disconnecting from all of our tasks, the technology, so that we can connect better and feel a sense of community.

So, again, I think that that’s something that doesn’t necessarily require huge resources but is an action that could make a big difference in our lives as far as the quality of connection and community that we feel.

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

Christine Porath
I have one quote at the beginning of the book that I like a lot that’s actually from Brene Brown, and it’s just the idea of unlocking our potential. So, I believe it is, “You can’t unlock potential if you cannot unlock people.” So, she’s written about this, which I love.

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

Christine Porath
I think you hit all on the radical candor part that I talk a lot about with respect to respect. The other bit is just how rudeness or incivility is contagious. And so, I often cite that but the good news is civility is contagious as well. And so, again, kind of pointing to small actions and how, for better or worse, they have a lot of different ripple effects and can change how our communities feel. So, I hope that’s empowering for people.

Pete Mockaitis
All right. And a favorite book?

Christine Porath
Man’s Search for Meaning.

Pete Mockaitis
And a favorite tool?

Christine Porath
I like Tony Schwartz’s Energy Audit, or, more generally, just checking in to see how you feel throughout the day, and making adjustments accordingly.

Pete Mockaitis
All right. And a favorite habit?

Christine Porath
For me, it’s probably working out, ideally, in the morning to get a jumpstart and feeling good.

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

Christine Porath
I use an example of the 10-5 way which was if people were within 10 feet, they smiled and made eye contact. If they were within five feet, they said hello. And what OSHA healthcare system found is that people felt a stronger sense of civility but also patient satisfaction scores rose as did patient referrals. And so, I just like the idea that it kinda shows how contagion happens even outside of the organization in ways that really help people within and outside organizations to kind of lift them up.

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

Christine Porath
Probably LinkedIn, so just Christine Porath. And I’m on Twitter @PorathC.

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

Christine Porath
I think the idea of think about, “Who do you want to be in different moments?” and just what can we do to lift others up throughout our day.

Pete Mockaitis
All right. Christine, this has been a treat. Thank you. I wish you much luck and good community.

Christine Porath
Thank you. I appreciate the opportunity to be on your show.

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

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

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

You’ll Learn:

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

About Todd

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

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

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

Resources Mentioned

Thank you, Sponsors!

Todd Dewett Interview Transcript

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

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

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

Todd Dewett
Crazy.

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

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

Pete Mockaitis
All right. That’s quick.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Todd Dewett
Thank you, sir. Appreciate it.

849: How to Build Better Teams through Better Inclusion with Sally Helgesen

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Sally Helgesen says: "It’s easier to act our way into new ways of thinking than to think our way into new ways of acting."

Sally Helgesen provides practical ways to foster solidarity and inclusion rather than division.

You’ll Learn:

  1. The merits of true inclusivity.
  2. Why it pays to give the benefit of the doubt.
  3. How to manage your triggers effectively.

About Sally

Sally Helgesen, cited in Forbes as the world’s premier expert on women’s leadership, is an internationally best-selling author, speaker and leadership coach, honored by the Thinkers 50 Hall of Fame. Her most recent book, How Women Rise, co-authored with Marshall Goldsmith, examines the behaviors most likely to get in the way of successful women, and its rights have been sold in 22 languages.

Her previous books include The Female Advantage: Women’s Ways of Leadership, hailed as the classic in its field and continuously in print since 1990, and The Female Vision: Women’s Real Power at Work, which explores how women’s strategic insights can strengthen their careers. The Web of Inclusion: A New Architecture for Building Great Organizations, was cited in The Wall Street Journal as one of the best books on leadership of all time and is credited with bringing the language of inclusion into business.

Resources Mentioned

Sally Helgesen Interview Transcript

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

Sally Helgesen
Thank you, Pete. It’s wonderful to be here.

Pete Mockaitis
Well, I’m excited to talk about your book Rising Together: How We Can Bridge Divides and Create a More Inclusive Workplace. Well, Sally, I’d love to kick it off by hearing about a particularly surprising, fascinating, counterintuitive discovery you’ve made along the way when it comes to this inclusion stuff since you’ve been studying it for quite some time.

Sally Helgesen
Yeah, Pete, I’d say the thing that most jumps out at me is that the approach to inclusive culture that’s taken in many organizations, which focuses on unconscious bias, is possibly the least effective focus that we can take. And I know a lot of people have been through unconscious bias trainings, and sometimes they can stir real insights, and sometimes they can make us pretty angry, but whatever the response, they usually don’t lead us with much of a path forward to creating more inclusive relationships, getting along better with people we perceive of as different from ourselves, or creating inclusive teams or cultures in the organization.

Pete Mockaitis
Now, that’s intriguing. Let’s dig into that. And maybe, first, just to make sure we’re all on the same page with regard to terms. What do we mean by being inclusive, fundamentally?

Sally Helgesen
I think an inclusive culture, whether it’s a team, whether it’s an organization, whether it’s a community, we always know it because it is one in which the largest possible percentage of people feel that they are valued for their potential, not just their contributions, so they really feel seen and feel as if they are part of a ‘we’ not a ‘they.’ So, it’s a real cultural belonging in that sense, and that’s why it’s kind of the acid test. If you have a culture and people talk about the organization, say, or the team as a ‘they,’ you can be pretty sure that they’re not perceiving it as inclusive.

Pete Mockaitis
Yeah, that’s powerful, or corporate, or ‘they,’ it’s like the other folks.

Sally Helgesen
Yup, exactly. So, there’s no possible way that the person who’s using the word ‘they’ perceives themselves as really seen or valued, and so that’s how we know.

Pete Mockaitis
Okay. And so, fundamentally, what are some of the key drivers that get in the way of having a real big ‘we’?

Sally Helgesen
A lot of times people are concerned about, or shy about, or fearful of saying things, for what they might imagine would offend somebody who they perceive as having a different background, different values, people across gender, race, age, ethnicity, etc., so people may feel and sort of do a self-censuring so they don’t really feel like they’re being themselves when they’re talking to people who they perceive as being different. And then the other person picks up on that and recognizes that they’re rather stiff because of this perception of difference. So, that’s one of the things that can get in the way.

On the other hand, another thing that can get in the way is we can have an awareness of what someone else might perceive as problematic. So, a lot of it comes down to both of those situations I’m describing, is trying to read other people’s minds and figure out what they might be thinking. Much better to be really transparent and to just ask questions, “How do you like to be spoken to? How do you like to…? What enables you to bring your best talents to work? What talents do you have that may not be viewed? Is there anything that really upsets you when people say it?”

Those kinds of conversations are really helpful at building relationships across boundaries in the workplace.

Pete Mockaitis
Okay. And you say something that often is not getting the job done is unconscious bias training. Could you paint a picture for what does unconscious bias training look, sound, feel like in practice so folks can sort of recognize that, it’s like, “Oh, yeah, I did one of those a few years ago”? And then why isn’t it getting the job done?

Sally Helgesen
Well, what it looks like in practice often, and, of course, there is some unconscious bias training is more effective than others, but, basically, what it looks like is people being asked, either through a test or through a conversation to understand where they might have biases, prejudices, beliefs about people. It can be anything. It can be gender or race, but it could also be people with tattoos on their necks or whatever it is.

So, something that really tests and helps you identify what your beliefs are is where it’s focused. And that can be fine as far as it goes, but there’s no how there, there’s no, “How do you move forward from that?” As someone I worked with once said, “It’s all aha moment, and no ‘now what?’ We don’t know how to proceed.”

And what I’ve tried to do in Rising Together and in the work I’ve been doing, generally, for decades is focus on the how, what are the practices. People perceive us based on our behaviors not on our biases. Really, whatever happens to be running through our heads at the time, that’s how they’re impacted, that’s how they’re affected.

So, I think a stronger approach is to start by practicing more inclusive behaviors with people. It’s also easier to, as I like to say, to act our way into new ways of thinking as opposed to thinking our way into new ways of acting, because once we try out something, we may learn something about it. And so, then we’ll think, “Okay.”

Well, for example, you might think, “Well, this person seems to be this way.” And then you have a conversation with them, and you realize that your presumption was wrong. But if you were trying first to address what was in your head, what your thoughts were, you wouldn’t have any evidence to begin changing.

So, it’s interesting that we seem to often get it backward. We think we need to change our minds so that we can change our behaviors rather than change our behaviors so that we can change our minds.

Pete Mockaitis
Well, that is powerful, Sally. And I was just about to ask, if some folks have had the unconscious bias training, and they had the aha moments, but not the ‘now what?’ I was just going to ask, so folks have determined, “Okay, I’ve got some unconscious bias against people with tattoos, or trans people, or Trump voters,” I mean, you name it, you have some unconscious bias about any grouping of folk. What is the ‘now what?’ And maybe it sounds like your answer is maybe don’t even bother to think yourself into new ways of acting. Is that fair? Or are there some useful thought-to-action approaches as well?

Sally Helgesen
No, I think it should be action to thought rather than thought to action. It can really keep us stuck because when we’re thinking, “Well, what about this person? Or, what if they…?” etc. So, I would really recommend in those situations going to action. We’ve all had this experience where you go into a store and it looks like you’re going to have a slightly hostile encounter.

So, you practice being almost aggressively nice to that person. You act as if you never noticed any hostility from them. You act as if they were treating you superbly, “Thank you. Thank you. I really appreciate that,” without being too sucky-up but acting as if you don’t notice that they’re treating you in a slightly disrespectful way.

Often, not always, but often they will kind of…you’ll be cuing them, “Oh, yeah, you know, I am a nice person. This person, okay, they seem to be responding to me in a positive way.” And nine times out of ten, they’ll switch their response to you. I know, I’ve watched this be true throughout my life. Somebody’s water is dripping down from their bathtub in an apartment above mine, and I know it’s because they were having kind of a lost weekend, and I knock on the door, and say, “I can’t believe you would…” and all that kind of stuff. Well, it’s going to escalate.

If I go up there and trying to diffuse the situation by giving them the benefit of the doubt, “I’m sure you didn’t realize this but the water in your bathtub overflowed and it’s doing whatever it is. And I’m sure this isn’t something that you had any awareness of,” then they’ll, “Oh, well, okay. I’m so sorry,” etc. We don’t do this, and part of the issue in the workplace today is people are kind of primed to be on the search often for microaggressions or, “Does that person think…?” or, “What about their response?” and so we’re not accustomed to diffusing those situations. We feel like we have to react to them.

Pete Mockaitis
Well, I was going to ask specifically about getting people a benefit of the doubt. I think most folks are, generally, familiar with what that phrase means. But could you expand upon, in practice, what are the thoughts, the assumptions, the practices, that one embodies when they are just habitually giving people the benefit of the doubt as their default way of being?

Sally Helgesen
Well, I’m not advocating passivity because passivity, when we do that…what I’m really talking about is being able to write a script for yourself. Okay, somebody, let’s talk about gender. So, a woman thinks, “Oh, men just can’t listen to women.” She feels unheard in a situation, “Men just can’t listen to women.” If we just kind of passively accept that, or grab a friend and complain, “I can’t believe that guy. Men can’t…” etc. that’s not an approach that’s going to be helpful.

But often, just saying, “You weren’t listening to me. Men can never listen to women,” that’s not a good path forward either. So, we want a way to give that person the benefit of the doubt. So, in our head, we can write a script, “You know, maybe he couldn’t hear what I was saying because there was noise in the room,” or, “Maybe I didn’t phrase this using language that was that familiar to him. I think I’ll give it another shot.”

Then you go to the person and you say, “I noted that you didn’t seem to hear what I said in that meeting, and I figured it might be helpful to you if I were to rephrase it,” and then you do that. Well, usually, they’re not going to say, “No, I didn’t hear what you said because I wasn’t interested,” or “because I have a terrible time hearing women.” Generally, they’re going to say, “Oh, okay, thank you.” Then you have a way to begin a constructive situation. So, it’s neither defensive nor is it passive.

Now, what is so remarkable, and I’ve used this in coaching for quite a while, what is so remarkable about this technique of writing a new script is that it is effective whether or not we believe that person really earned the benefit of the doubt. If we think that they might have intentionally said something to us in a way that bothered us, or if we think this is part of a pattern with them that they never really listen to us in a fruitful or effective way, even if we think that, if we write that script and then act as if we believe it, it will usually serve us better than the stock response or negative script that we’ve been invested in, in the past.

It will usually serve us better and it will also give us a path to potentially building more of a relationship with that person where they could serve in some way as an ally for us, and we could serve as an ally for them. So, it’s very effective even if we don’t necessarily buy it. And knowing that you don’t necessarily buy it is where part of your power lies in doing this because it’s not a Pollyanna, “Oh, they must be a wonderful person even though…” It’s a very realistic testing and probing to see, to discern an alternate path so that you can connect with that person.

Pete Mockaitis
All right. That’s beautiful. Thank you. Well, now I want to hear, in your book Rising Together, you identify eight common triggers that undermine our ability to connect. Could you first define what do you mean by trigger? And then could you give us the quick rundown of each of these eight?

Sally Helgesen
Sure. What I mean by trigger is any situation or stimulus in our environment that stirs an emotional response in us.

Pete Mockaitis
Now, is this a negative emotion response?

Sally Helgesen
It can be a negative or it can be a positive response. It could be positive as well as negative.

Pete Mockaitis
Okay, “I’m delighted by this.”

Sally Helgesen
Yeah, exactly.

Pete Mockaitis
“You triggered delight in me, Sally.” Okay.

Sally Helgesen
Wonderful, Pete. I’m so glad to hear it. So, they can be negative or they can be positive, but it’s the negative ones, obviously, that are more likely to undermine us in the workplace, so that’s why I’m focusing on triggers that can often stir a negative response. But what’s important to recognize is that they’re environmental. They happen in the environment so we can’t really control what triggers us.

They lie outside our circle of control, if you will. We can only find a more effective way to manage them than we may already be doing. So, I think we waste our time by trying to create an environment in which we are shielded from any potential triggers, and that’s what’s happened to a lot of younger people coming into the workplace because, in their colleges and universities, there’s such an emphasis on trigger warning, etc.

Pete Mockaitis
Oh, really?

Sally Helgesen
Guess what? Our environment is always going to give us trigger warnings. What we need is to understand an effective way to address them.

Pete Mockaitis
Okay. Could you then share with us some of these common triggers?

Sally Helgesen
Yeah, a couple of them that really stand out, one is visibility, which we don’t necessarily think of as a trigger but it really can operate, and it can operate in a number of ways. Number one, we can feel triggered by people we feel are very good at being visible, “Oh, he’s such a showboat. He’s always talking about himself. He’s that kind of person. I’m a wonderful person. I’m not like that.”

Or, we can just simply feel triggered by our own lack of visibility, “Oh, nobody ever notices me. I guess I’m just not the kind of person who grabs attention. Oh, well, I know that I’m a good person, and this, that, or the other, couple of my friends like me,” but we’re being triggered by that, by that reaction. Or, we can, if we are really good at it, and I’ve seen this with senior executives I’ve worked with, if we’re really good at it, we can be triggered by people who are not good at positioning themselves to be visible.

We think we can dismiss them, “Oh, well, he’s not a player. He’s not very good at bragging on himself or tooting his own horn. He seems to have some moralistic inhibition against doing it, so I’m not going to waste my time with him.” I heard that a lot from people who are good at it. So, it can trigger us in all kinds of ways.

But, here, you see this is a really good demonstration of how triggers work. What they do is they stir up a kind of automatic or stock response in us, “Well, he’s a showboat. I don’t want to be like him.” And I’ve heard people say this for years, “Yeah, well, if I act out like that jerk down the hall to get noticed in this organization, no, thank you.” Why is he a jerk, because he gets noticed? Maybe learn from him.

So, they stir up a stock response, and then that response keeps us from being able to think of a more positive way to address the situation, “Hmm, okay, I see that I am being triggered by that person’s skill at getting noticed. I wouldn’t necessarily want to use the same techniques, but I think that there is probably something I can learn here. Maybe I’m going to start watching him and thinking about how I might rephrase things he says in a different way, a way that’s more comfortable for me.”

“So, for example, if he’s saying, ‘Well, I had that client eating out of my hand,’ we might think, ‘Okay, that’s helpful.’ Maybe it would be more useful for me to phrase it, ‘Well, that client and I really bonded together.” But it’s helpful to understand and watch what he’s doing in a constructive way so that we’re rewriting that script, “Hey, here’s someone I can learn from.”

Pete Mockaitis
Yeah, that’s powerful in terms of the notion of our automatic response, and it just closes down the whole universe of possibility and opportunity. And I think we do this all the time with so many things.

Sally Helgesen
We do. We do.

Pete Mockaitis
Can you tell us, Sally, what are some ways to catch ourselves in the moment regardless of what the trigger is?

Sally Helgesen
Well, I think, number one, when we recognize ourselves going into telling ourselves a story that’s kind of negative and defensive, or telling ourselves, in particular, a story that’s very self-serving about who we are, “Well, I’m not the kind of person who would ever…” The minute we hear ourselves telling ourselves that kind of story in our heads, we should recognize that, “Ah, okay, I’m probably being triggered.”

“Now what is triggering me here? In this case, it’s the fact that I feel that that person is better at getting noticed than I am. Okay, that’s triggering me. How could I rewrite this or take a different path of action that would be more helpful to me, that would serve me better and might also help me figure out a way to connect better with this person instead of, judgmentally, dismissing them?”

So, defensiveness, judgment, self-serving narratives, these are all keys that we are being triggered. And if we want to address them, we should take heed and then think about how we might more skillfully and usefully respond.

Pete Mockaitis
Okay. Well, so given those things to be on the look out for, could you share with us another one of the common triggers called ‘that’s not funny’?

Sally Helgesen
‘That’s not funny.’ Exactly. These are triggers that are based around humor. And humor has become, I think, are really challenging thing to deal with in today’s workplace because people have different perceptions in terms of what they think is funny. Also, jokes, especially jokes that would’ve been acceptable and thought of as sort of fresh and interesting a number of years ago, now have a way of giving offense to a lot of people. And that has made humor, to some degree, really challenging in the workplace.

Pete Mockaitis
Well, Sally, could you give us an example of a joke or piece of humor or reference that might’ve been fine and dandy five to ten years ago, and now is, ooh, risky business?

Sally Helgesen
Yeah, any joke that has to do with gender, lots of jokes that were in the workplace – I don’t want to necessarily repeat them right now – that had to do with women who were sort of hot quantities or a presumption that men were always trying to seduce women in one way or another, those kinds of jokes. I came of age; I was in the Mad Men era when I started working. I worked in advertising and it was really like Mad Men, and there were all kinds of stuff that, today, would get somebody fired on the spot that was happening.

So, there are a lot of people who kind of come from that era, or just a bit afterwards, when it was sort of rock and roll time, and anything would go. And there could be jokes about who somebody picked up at the bar last night. Well, that’s fine, that was then, but now that’s going to rile up a lot of people. Anything that pertains specifically to someone’s looks or appearances is really out of bounds. Even very simple things.

Like one example I give in the book, which is a classic sort of golf joke where the husband comes home, and the wife said, “Well, how did it go?” And he said, “Well, it was fine until the sixth hole when Charlie had a heart attack.” And the wife says, “Oh, poor Charlie. What happened?” And he said, “Well, he expired on the sixth hole, so it really was a drag after that because it was all hit the ball, drag Charlie, hit the ball, drag Charlie.”

I heard this joke told probably far too many times at various conferences in Palm Springs, right up through the ‘90s into the end of the last century, as it were. And people would always laugh, depending on if the joke teller, number one, was skilled in telling it, and, number two, if he had a high-enough rank in the organization, everybody would yuck it up. But today it wouldn’t work.

For example, a lot of younger people would think, “How is this relevant? It sounds like the wife is at home waiting for the husband to come back from a golf game. This isn’t a situation I identify with.” Or, people who had had a relative who had a heart attack would be prone to think, “Well, that’s not funny.” That wasn’t how people thought 30, 40, 50 years ago. It just wasn’t.

So, people need to be a little more careful but, very importantly, we cannot ban humor from the workplace. We absolutely can’t do it. It is one of the most important qualities that helps people bond and create relationships, and it makes work more fun, so we can’t get into a very uptight situation where we’re constantly scanning the room to think, “Who could this offend? Who could this offend? Oh, better not do this. Oh, better keep my mouth shut.”

Much better is to create an environment where we look at things that are obviously meant to be offensive, and there are a lot of them, and things that might misfire a little bit, like that ‘hit the ball, drag Charlie’ joke. They might misfire, somebody thinks, “Wow, so and so just had a heart attack. How is that going to play with them?”

And we need to be, I think, a little less hard on people, unless we perceive that they were really trying to be provocative and offensive. It’s also important to try to find the humor in situations rather than dragging in jokes, because jokes rely for their power on their capacity to be provocative and, to some degree, outrageous. They cross boundaries. That’s what they do. That’s where that sort of twist that makes a joke funny comes from.

And so, having an awareness that, “Let’s find the humor in our situation,” in self-deprecating humor, making fun of yourself, not too much, but enough when something goes wrong, when you say something stupid, that is especially effective if you’re in a position with some degree of power.

Pete Mockaitis
Okay. Well, Sally, we talked about a few behaviors and habits that are great in terms of giving people the benefit of the doubt, and watching yourself and your triggers, and if you’re just riling people off, and constructing self-flattering narratives that are defensive left and right. Are there any other key inclusive behaviors that make a world of difference for folks in organizations?

Sally Helgesen
Oh, certainly. One of the things that I really heard a lot about when I was working on the book was the power of nominating other people for awards. And one of the women I interviewed, she said, “I really learned a lot about creating allies from a much older executive when I was very early in my career. And this executive came up to me, and he said, ‘I am trying to see if I can get a certain number of nominations for some big award in the industry.’ And he said, ‘I’m wondering if you would nominate me.’”

So, she said she was shocked on two fronts. Number one, she said she was shocked because she didn’t know that that’s how it was done, that people who got awards often lobbied for it. She said, “I just thought they got awards.” She said, “I never really thought it through.” She was early in her career at that time.

But she said, “I was also astonished that someone who was at such a senior level would ask someone junior like me.” She said, “Again, that really, really…I didn’t know you could do that.” She said it made her very aware that this is something that you can do that earns you tremendous gratitude from your colleagues. It’s not only agreeing to nominate them but volunteering to nominate them, “You know, you’ve really been in this job, and I saw that…” whatever it is, whatever entity it is “…is taking nominations for people who are outstanding in our sector. I thought that I might nominate you. How would that be?”

Well, this is something that people really, really respond to. And, again, I think it’s important to recognize that this is something that we can do really early in our careers. We can also ask people what would be helpful to them. And, again, we can do this even if we’re very junior in our career. We can recognize that part of our job is always going to be trying to make our bosses, our leaders, the people we work for, part of our job is making them look good, so we can be clear about this.

So, we can say, “I understand that I want you to look good in this initiative. Is there anything I can do that would be especially useful to you in letting the people in the organization know what a terrific job our team is doing, and, therefore, you, as our team leader.” So, asking a question like that can really be eye-opening and it does a couple of things.

“You solicit my ideas for how you could be helpful,” but it also suggests to the person that you say that to, that you really understand how things work in an organization, and that you’re not naïve about it. You understand and accept that part of your job is making them look good. So, that kind of puts you on a different footing than you might’ve been before.

Of course, there are plenty of things senior people can do as well, “What talents do you have that you feel you may not be using? Do you have any skills in this job that you would particularly like to develop? Is there anybody you would like to meet that I might know who could be helpful to you in the future?” Those kinds of questions, we don’t ask those kinds of questions enough wherever we are in our careers.

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

Sally Helgesen
A couple of things I do want to mention is it’s very hard to try to identify when we’re being triggered and then think of a different path of action. And we will always be more successful at it if we are bringing other people along on our journey. This is part of this theme of asking, of saying, “You know, one thing I’m really trying to work on…”

Fairness is a trigger in the book we didn’t talk about, “One thing I’m really trying to work on is coming to a better understanding of what is fair and what isn’t fair in this organization because I realize that I often think something is unfair but it may not be as unfair as I think it is, or I often recognize that something is actually much more unfair than I was thinking it was. Can I bounce my ideas off you once I have a perception about this and kind of get your thoughts on it?”

So, it’s a kind of seat-of-the-pants pure coaching where we engage other people in our own development. In this case, our development as we try to think about what undermines us in terms of building strong relationships really broadly.

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

Sally Helgesen
I think a favorite quote of mine, because it’s one that I use virtually every day, and I referenced it a bit earlier, comes from the really terrific old self-help book by Stephen Covey, The 7 Habits of Highly Effective People. And it was, “Always seek to discern what lies within your circle of control, and to align it with your circle of concern.”

In other words, don’t waste your time trying to address whatever concerns you but you can’t control. And, in fact, probably don’t spend too much time being concerned about it if you can’t control it.

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

Sally Helgesen
I would say that the research done by Daniel Kahneman, who basically invented the whole field of behavioral economics, about how people don’t always, or even often do what really serves their own long-term interests, that we’re often a lot more irrational and reactive in terms of how we respond to everything, ranging from how we manage our financial lives, to the decisions we make about where we live or how we interact with our families, that we often make decisions that don’t serve our own interests.

And I think this work was so important because it brought a whole recognition of the fact that humans are not as rational as they imagine themselves to be into the discussion. And, in fact, that’s really influenced a lot of my thinking about how triggers operate. We tend to be triggered by things and respond in ways that do not serve our interests.

Pete Mockaitis
And a favorite book?

Sally Helgesen
I think my favorite book, in fact, I know this because I start most of my days reading it, is Lao Tzu’s Tao Te Ching, which translates as a manual for power. It is a complete listing of deeply counterintuitive insights about the nature of power and how we use it, especially in the RW Wing translation. I find it a fantastic way to begin every day. Real insights into human behavior and how to understand human behavior but also use it in ways that serve what we’re trying to be and contribute in the world.

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

Sally Helgesen
What I use to be awesome at my job is basically Word documents. I’m a writer and my preferred method for communicating with the world is, and always has been since I was a little child, writing. And I find Word such an improvement upon typewriters, and that sort of stuff we used to use to erase words on typewriters. So, I just absolutely love it and couldn’t live without it.

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

Sally Helgesen
My favorite habit, I think, is my ability to admit vulnerability. When I don’t have a skill, when I’m not good at something, I don’t try to cover it up. And I think that really helps me. I deal with a lot of things all day long, and if I had to spend energy trying to pretend I was good at what I’m not good at, I don’t think I’d have much success.

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

Sally Helgesen
I think it relates to something that I said earlier, that it’s easier to act our way into new ways of thinking than to think our way into new ways of acting. Since my work has been focused upon the ‘hows’ for the last 35, 40 years, that really resonates with me. I think we want to act in thoughtful ways, learn from how we act, and then let that shape what our opinions and our views are.

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

Sally Helgesen
Well, to my website, SallyHelgesen.com. And I’m active on Twitter and LinkedIn.

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

Sally Helgesen
Yes, I do. Being awesome at your job requires a little bit of humility, a little bit of willingness to recognize when your stock responses do not serve you, but it doesn’t require self-effacement. We should never equate being humble with being humiliated. We can be humble and acknowledge what we need to learn without beating ourselves up or telling ourselves a negative story about who we are or what we’re trying to do in the world.

Pete Mockaitis
All right. Sally, this has been a treat. I wish you much luck and fun in rising.

Sally Helgesen
Thank you, Pete. Thank you so much.

847: How to Enhance Your Team’s Greatness through Coaching with Sara Canaday

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Sara Canaday says: "Anyone can be a good coach. … with the right tools, understanding the core skills that it takes and how to sharpen them."

Sara Canaday shares the essential skills that help managers level up their leadership and engage employees.

You’ll Learn:

  1. The surprisingly simple principles of coaching well.
  2. The two types of coaching and when to deploy each.
  3. A step-by-step guide to coaching effectively.

About Sara

Sara Canaday is a leadership strategist and award-winning author who helps arm professionals with the practices and strategies they need to make the critical shift from informed to influential, from doer to driver, and from manager to leader.

When she’s not speaking or working with her clients, she’s cheering on her son’s football team or hiding new shoe purchases from her husband and 20 year old daughter.

Resources Mentioned

Thank you, Sponsors!

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Sara Canaday Interview Transcript

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

Sara Canaday
Thank you for having me back. I’m glad to be here.

Pete Mockaitis
Well, I’m excited to hear your wisdom about coaching but, first, I need to hear the story. You became a Cupcake Wars judge which was a longtime dream of yours. What’s the story here?

Sara Canaday
Oh, yes. Well, okay, so before anybody gets too excited, I didn’t actually appear on the Food Network show by the same name but what I did do is, for my birthday, I had my husband recreate the show right here in my home. So, we invited, I want to say it was, eight couples, and part of the invitation meant you had to show up with a homemade, not store-bought, from scratch cupcake with a Texas theme, or something that’s inspired from the year of my birth, the year I was born. And so, these cupcakes were going to be judged on taste, theme, and presentation.

Pete Mockaitis
And how many people did you get to sign up for this punishment, Sara? “Show up with some work and I’ll judge you.”

Sara Canaday
Every single couple came with cupcakes. One couple’s daughter ended up making them, they admitted it to me. Some couples had a blast doing this on their own together and were extremely competitive, I couldn’t believe it but, nonetheless, I got to sit and taste eight different cupcakes and judge them. And so, hey, I may not have been on the actual show but recreating it was just as good if not better.

Pete Mockaitis
That’s cool. Well, fun, I’m glad that worked and good birthday memories there.

Sara Canaday
Yes.

Pete Mockaitis
Way to do it up as opposed to just like, “Oh, I guess we’re going to go to dinner…”

Sara Canaday
Yeah, exactly. Exactly.

Pete Mockaitis
“…for my birthday.”

Sara Canaday
We did something different.

Pete Mockaitis
Nifty. Well, let’s hear about your latest book Coaching Essentials for Managers. Any particularly surprising or counterintuitive discoveries you’ve made while putting this together?

Sara Canaday
Well, nothing extraordinary other than I’ve had people tell me that it is a really good handbook more than just a book. It serves as a guide. There’s a lot of how-to’s in there. There are powerful phrases you can use to kind of get you off center under varying circumstances of coaching. There’s a coaching prep sheet that you can use before a coaching session so you can feel more confident with the process.

And then there’s a myriad of actual scenarios that you can read about so that if something similar happens, you have a way to navigate the conversation. So, it is a book but most people tell me it’s like a nice handbook, like a guide.

Pete Mockaitis
Okay. And so, what’s the main idea or key takeaway or thesis here?

Sara Canaday
Well, I think the main idea is that anyone can be a good coach. I think we used to think that a good coach is somebody who’s really charismatic, and they know how to be uber patient, and they just have this knack for more of a counselor-type approach, and that’s not true. Again, with the right tools, understanding the core skills that it takes and how to sharpen them, anybody can pursue coaching today.

Pete Mockaitis
Okay. And we talked about the book title there says, Coaching Essentials for Managers: The Tools You Need to Ignite Greatness in Each Employee. You say anyone can coach. Any thoughts for non-managers in terms of, are there particular skills or tips that you think would be resonant for those folks who don’t yet have direct reports reporting to them?

Sara Canaday
Absolutely. In fact, I am working on a course right now for LinkedIn, and the title is Peer Coaching, and it derives a lot of the same applications and concepts and skills from leadership coaching. So, the very types of attributes and formulas that work for leader-to-employee coach also work for peer-to-peer coaching, and that’s becoming a really growing trend in corporate today.

Pete Mockaitis
That’s cool. And so, with peer-to-peer coaching, is it sort of like we switch off in terms of, “Okay, you coach me then I coach you”? Or, how does that go down?

Sara Canaday
That’s exactly right. And it can be a pair, a partner, of coaches but oftentimes it’s a group of about four or five people together that peer-coach each other. And so, there’s a streamlined approach, certain questions are asked, “Bring your latest challenge to the group,” and everybody gets their turn, and then peer coaches are listening not to fix – this is the hard part, it’s just like a leader with an employee – resists moving to fix-it mode right away.

But they’re listening to ask the right questions so that that person that has a challenge can put more structure around their thinking so that they can reflect on what exactly they want to have happen, and then they move in to potential solutions based on what they’ve already tried, based on what the potential roadblocks are or facets that are part of the issue.

Pete Mockaitis
Yeah, I’ve had really cool experiences with peer coaching. I did the first course in the Co-Active Coaching, the CPCC folks, and I was amazed at, okay, none of us were coaches yet, certified. We’ve done the first course out of, like, six, I don’t remember, and yet folks are having these wild breakthrough conversations with tears and whatnot, it’s like, “Huh.”

To your point about anyone can coach, it’s true. It doesn’t take a superhuman with crazy almost psychic-like empathy skills but rather it’s just, hey, you’re paying attention, you’re equipped with a few tools, and you have just a modicum of patience and good listening and discipline and humility to not try to make the mistakes that really shut down a conversation that’s going somewhere, and away you can go.

Sara Canaday
Yeah, it is amazing. And it’s hard because, for leaders especially, and any high-achievement professional, we’re wired to fix. And coaching, you have to sort of sit on your hands because you want right away to say, “Oh, either that happened to me,” which isn’t very helpful. It can be but to say, “Oh, that happened to me and this is what I did,” it doesn’t let the person you’re coaching reflect on their particular situation because what you did to solve something may not even be applicable or work for them.

And you have to just be patient with asking the right type of questions, open-ended questions not yes-or-no questions because you won’t get anywhere with those. So, absolutely, anybody can do it but it does take discipline because of the way we’re naturally wired.

Pete Mockaitis
All right. And can you share with us what’s at stake, or what’s possible, or what’s at risk if we are coaching well versus not well or not at all, or being coached well, or not well, or not well at all?

Sara Canaday
Yeah. Well, this is interesting because when I was writing my book, I did a lot of research around different statistics because I wanted to compel readers about the advantage of coaching.

Pete Mockaitis
As many businesses would start, yes.

Sara Canaday
Yes. And so, there are numerous studies that show that well-coached individuals are higher performers, are more productive, and they’re more engaged. Now, that seems to be a benefit for the leader and the company, but from the employee’s standpoint, there were other studies, Gallup being one of them, that found that when employees were well-coached and they felt like a leader had their progress and best interests in mind, that they were much more loyal and they didn’t feel that they had to look elsewhere to grow and for opportunities.

And I think that latter part is probably what’s going to get people’s attention because, right now, we all know that retaining talent is a challenge. And what studies have found, multiple studies, is that what people want more than a larger paycheck is the idea and the feeling that they’re progressing. And let me just say, that progression doesn’t necessarily mean an advanced position.

And I say that because I think that’s why leaders tend to hesitate to do what I call developmental coaching, which is more about, “How do I help you get more of what you want and do more of the work that you want to do?” Because I feel like, “Well, I know there’s no position for me to advance them to, so why am I going to start this conversation if I can’t promote them?” But nothing is further from the truth here, in that those conversations aren’t strictly about advancing and getting a new role.

They’re about sharpening new skills. They’re about maybe getting a broader network, being introduced to more people. Maybe they’re about taking on a project where they can shine a light on something other than what they typically do. So, there are a lot of things leaders can do to help people feel like they’re progressing.

Pete Mockaitis
Well, so let’s hear about that. We talked about developmental coaching. You say we’ve got two types. We got performance coaching and developmental coaching. Can you expand upon what each means and the difference between them?

Sara Canaday
Of course. So, performance coaching, for many people, they think in terms of short term. It’s any conversation that points towards helping the employee improve their performance, meet performance expectations. Whereas, developmental coaching is more future-oriented, and that serves to help and support an employee who wants to grow and develop.

Pete Mockaitis
Okay. Understood. And so then, do you recommend both or one under certain circumstances versus one is more appropriate for another context?

Sara Canaday
I absolutely recommend both. I think a natural cadence with a leader and an employee, or peer to peer, is there are going to be situations that call for both. If you’re having regular one-on-one meetings with your employees, sometimes you’re going to talk about missing a deadline, and what may have caused that. And so, that’s performance coaching.

But other times you’re going to circle back to, “Hey, I noticed that in your individual development plan, you want to get advanced knowledge in Excel, you want to learn how to do pivot tables. Where are we on that? How can I help you?” Two different things but both are scenarios that are perfectly within the realm of happening to the same individual in the same month.

Pete Mockaitis
Okay. And then you’ve got a five-step model we’re going to chat through. But, first, could you share with us are there any key guiding lights, fundamental, essential principles that we should keep in mind if we think, “Yeah, coaching, that’s something I should do more of or I’d like more of”? Are there some must-remembers before we dig into the one, two, three, four, five of the five steps?

Sara Canaday
Well, I think it’s a little bit of a mindset shift because those of us who are in corporate for years may have seen coaches or coaching reserved for individuals who weren’t performing at their best. So, instead of it being a positive, it was almost a negative. So, that’s number one. Now, coaching is, in some cases, reserved for those who are being groomed for the next level. So, it can be absolutely a positive thing.

Also, performance coaching, to me, does not include corrective action, so I just want to make that clear. If you were to read and go through any of my literature on coaching, some people may think, “Okay, what’s the deal here? This sounds a little too soft.” Well, that’s because I’m assuming that this is not corrective action. You’ve not coached the person multiple times before on an issue. You’re not to the point where you need to think about whether this is even the right fit for the person or whether they need to move on. So, coaching is not corrective action.

Coaching is a conversation. At the heart of it, that’s what it is. And it is a way for you to partner with the employee and discover mutually what the issue might be, and then co-create potential solutions to rectify, to close gaps, to move forward.

Pete Mockaitis
Okay. Got it. Understood. And so then, you’ve got your five-step model for coaching. Can you walk us through each of the five steps?

Sara Canaday
Yeah. The first one is what I call just assess the situation, and that can happen before you even have the conversation. So, whatever data you have, let’s say it’s performance coaching, let’s say you have monthly reports of somebody in a call center, and you’re able to see from the reports how many calls they’ve taken, how many calls they kept in queue, what was their hold and wait times, whatever it is you’re measuring, and/or you’re collecting feedback from others who are on a project team with that individual, or somebody has come to you with feedback.

That’s part of the assessment but it doesn’t end there. You’re continuing to assess it at the first conversation because one of the first things that I always recommend is that you get the employee’s perspective of the situation. Even if you feel like you understand it, you know it, it’s pretty clear, I would say give that person the opportunity to share their perspective.

So, the question goes, “How do you think that meeting went yesterday? Tell me about the project. What’s new? Do you have any concerns? Where are we on this initiative? Is there anything that’s making you uncomfortable?” So, you’re starting to get their perspective so you have the entire picture instead of jumping to any conclusions.

Pete Mockaitis
Okay. All right. So, that’s one, we assess the situation and then, two, we generate ideas.

Sara Canaday
Generate ideas, right, and this is the co-create part. I think this is another reason maybe leaders hesitate is because they’re like, “I’ve got a multitude of things happening, I’m not sure I’m going to have the exact answer for what’s plaguing this individual or what’s keeping them from meeting these goals at my fingertips, so I’m a little intimidated.” Well, you don’t have to have the answers.

You simply ask the person, “What could you have done differently?” You might have ideas but that’s how the conversation continues. Or, you say, “What might be missing? What’s keeping you from showing up as your best self or for meeting these metrics? What do you think is keeping you?” And even if they don’t have any idea, you come to the table, “Do you feel knowledgeable about the products that you’re selling? Do you feel that you can manipulate all the platforms within a given phone call? Is that what’s plaguing you here?”

So, you come up with solutions together of how to move forward, to get the performance on track, or to help the person feel like they’re progressing.

Pete Mockaitis
All right. And to your previous point associated with not leaping in and saying, “Oh, this happened to me and this is what I did,” you also talked about co-creating. How do we do that dance associated with we’re not jumping in and doing the idea generation, we’re prompting them? How does that work?

Sara Canaday
Yeah, and I’m glad you asked me that because I will say that true coaching that uses what you have heard as the Socratic method, which is asking question after question, “So, what did you do? So, how did that make you feel?”

Now, I’m going to go on record here saying that if I were to be graded as a purist on coaching, I probably would not do very well because I think there is a point at which once you’ve asked the questions and the person has explored, and you can tell they’re really kind of at a loss, then it’s okay to step in with, “Hey, are you open to hearing what I think might help?” or, “Are you open to a suggestion about how to move forward here?” And then it’s perfectly okay to give your suggestions.

I’m not saying don’t do it. I’m just saying don’t start there. Give the person an opportunity, but then it’s perfectly okay to say, including, “Here’s what’s worked for me in the past.” The point I was trying to make before is that we tend to get caught up in the story, and that’s what I mean by, “Oh, that happened to me,” or, “Oh, well, why did you do that?” “Oh, and then what did he say?” because then we start going backwards and we spend too much of our time in the story and not enough time moving forward in the coaching process.

Pete Mockaitis
Okay. And then the third step, develop an action plan, how is this done?

Sara Canaday
Again, together. More than anything, you encourage the person, once they’ve decided how they’re going to move forward, “Great. Who can be of most help as you do that? Can you think of anybody who can help you with that?” or, “When do you think you’ll want to have this done by? This has been on your individual development plan, I see here, for eight months. If you want to get it done this year, let’s put an aggressive timeline in here. What do you think of that?”

So, again, you’re holding them accountable for their own action process but you’re giving them some nudges, some support, and you’re challenging them at the same time.

Pete Mockaitis
Okay. And then the fourth step is provide support. What does that look like?

Sara Canaday
Yeah. So, anything you can do, if you can introduce them to somebody who knows a particular skill or can help them get exposure to a project that has more of the type of work that they want to be doing, then make the connection. If you have access to budget that can be given to them to take on a course, if they need to spend more time with you going over some of their decks for presentations because you found out that they go into too much detail, again, not necessarily a performance issue, maybe a career development issue.

Smart as a whip, know their stuff inside and out, but maybe they’re used to delivering presentations to technical-only professionals, and you want to help them present to non-technical. So, maybe it needs more of your time to go over some of their presentations and give them feedback. Any way you can support them.

Pete Mockaitis
All right. And the fifth step, follow up?

Sara Canaday
Yes. And this is like anything else, it’s like having an accountability partner. This is why the peer coaching works so well. You are the person that’s going to help to ensure that there’s follow-through but it also shows on your end that this wasn’t a gratuitous conversation, that you actually do care, and you are going to move forward helping the person see that these things happen for them.

Pete Mockaitis
Okay. Well, Sara, can we maybe do a demonstration roleplay in which you coach me about a thing?

Sara Canaday
Certainly.

Pete Mockaitis
Let’s say I find myself procrastinating on processing my email inbox, and I’ve got a backlog that piles up, and I don’t like it and other people don’t like it. So, where shall we begin?

Sara Canaday
Yeah, and not probably an uncommon scenario, especially as people’s projects get, you know, we get more projects and they get exponentially bigger. So, I think I would start by saying helping you be more open with what may be going on, “So, tell me how the projects are going,” and that’s when you can say, “They seem to be fine but I feel like people’s expectations of me maybe are not the typical what I’m used to. I feel like things are falling through the cracks.”

Again, I’m just going to explore, “What do you think might be going on?” And that’s when you can say, “I feel like my inbox is always full. I can’t keep it up.” My question would be, “So, what kind of organizational productivity system do you have? Do you have a certain cadence to how you handle your emails? Tell me about how you organize your work.”

Pete Mockaitis
Oh, sure thing. So, I’d say, “I use the Superhuman email app. I do it when I have a free moment in between things and that’s maybe the extent of my organization in the email world.”

Sara Canaday
Great. Well, for most of us that may have worked to a certain point, but when we get under pressure or when the workload is even more heavy, those moments are fewer and far between, and we find ourselves behind. So, what could you do differently? What do you think you could do differently if just reserving for when you’re free to get to those emails? Any other thoughts about what might be helpful for you?

Pete Mockaitis
Oh, I suppose real time needs to be allocated for them, and the amount of time that they have been getting has been insufficient to bring it to zero. So, one way or another, I guess more time needs to go there. I guess I’ve just been reluctant to do so because it’s not interesting and I’m not sure it’s going to be value-added relative to the other things I can be doing.

Sara Canaday
Well, I see your point. We get a lot of emails that aren’t necessarily germane to what we’re doing right now, and it can be frustrating. But if you were to do that, what would that look like? Would it look like in the mornings? When are you at your best, most productive, most efficient?

Pete Mockaitis
Well, that is in the morning, and I guess I’m wondering if email deserves my best or I should give it time that is my worse, or middle ground. We had Carey Nieuwhof on the show talk about either sort of green-zone times, yellow-zone times, and red-zone times in terms of your energy, attention, focus, motivation, oomph going on.

And so, yeah, that gets me thinking maybe I need to figure out, “Hey, email doesn’t deserve my best time but it needs some time, and so here is the time in which I am medium-functioning in terms of I can be motivated enough to answer these emails but not feel like I’m casting my pearls before swine, or wasting the most precious gold of the day on sort of the administrative feeling matters but still reach that inbox zero which feels so freeing, and feels like I’ve got a lot of mental space when there’s not a big load of emails waiting for me.”

Sara Canaday
Yeah, I hear you. I’m with you on that. I am almost too distracted during the day when I know my emails are piling up. There’s this anxiety, this anxiousness that I know it’s there. And so, I’m all for using your most productive time early in the morning.

For example, I know some people do their best writing or their best strategy-thinking, but I like your idea of at least giving it the medium productivity action so that you can get through it, and you can get through it efficiently but that it also leaves what energy you do have left for the day without that that being that sort of taxing feeling that you’ve got this hanging over your head.

And let’s not forget, you’ve got other people who, for whatever reason, may be waiting on your response for their own production. And so, I would just say think of that, too. You may see this low-value administrative but there may be a couple of key emails in there that need your attention and that others are waiting on. And so, from that standpoint, I think it’s important.

Pete Mockaitis
Okay, yeah. So, that makes sense to me in terms of it might not be my number one thing, but other people maybe their number one thing is hearing from me so they could proceed. So, just in terms of being a good citizen and team player, I can sacrificially and generously do that for them in the hopes that, hey, we all reciprocate and it works out for everybody.

Sara Canaday
Sure.

Pete Mockaitis
So, yeah, I’m thinking maybe 4:00 p.m. might be a good time to put in half an hour a day on the emails, and that should probably get us close to zero if I’m doing that with consistency.

Sara Canaday
Great. Pete, when do you think you can start that?

Pete Mockaitis
Oh, probably today.

Sara Canaday
Wonderful. Why don’t we reconnect in a couple of weeks? I’ll be curious to see how that’s working for you, and happy to help you if it doesn’t seem to be moving the needle forward. We can maybe come up with other solutions.

Pete Mockaitis
Okay. Good deal. All right. So, there we have it. We assessed the situation, we generate some ideas, we developed an action, we have some support – thank you – and the follow up. Nifty. So, any reflections on your end on the roleplay?

Sara Canaday
One thing I always say as a primer to coaching is that you have to know your employees, and there has to be some semblance of trust and rapport. You can’t skip that when you’re coaching. In fact, I tell a story of trying to help somebody better connect with their project team, and I did what I tell people not to do, and I jumped to the fix-it mode, and I said, “Well, why don’t you start meeting with them individually?”

And that suggestion failed miserably because, A, I didn’t ask her for more questions, but, B, she didn’t know them very well. And so, when she started asking questions, there was almost a kind of look on their face like they didn’t trust her or they weren’t sure what her…

Pete Mockaitis
“What are you trying to pull here?”

Sara Canaday
Yeah, “What’s your M.O. here?” So, this is just a good place to bring up that we’re just doing an on-the-spot, we’ve known each other through professional as colleagues through the years, but we don’t work together. I don’t know what makes you tick on a daily basis necessarily. And so, I would hope that that conversation was a little more refined based on knowing you.

Pete Mockaitis
Yeah, okay.

Sara Canaday
I could’ve said something like, “Oh, yeah, Pete, I know how much you like those emails.” It could’ve been funny, but it would be a way to build rapport and get you to see that I’m just not going to be rigid about getting your emails done. I’m going to try to approach this in a way that works for you.

Pete Mockaitis
Understood. Okay. And then I’m curious, when it comes to coaching, any super favorite questions, words, phrases that often yield goodies on the other side?

Sara Canaday
Most of them are open-ended, for one. If you asked, “How is the project going?” “Good.” You’re just not going to get much, right? But if you’re really conscious of asking, “Okay, so what might make you more comfortable with this solution?” that kind of question, you can ask individually or to a group that you’ve just announced a new project or initiative.

And, to me, that gets the meeting after the meeting out in the open, or it gets your coachee to tell you something that they would’ve walked away saying, “Ugh, easier said than done. I knew she was going to suggest that.” But if you asked that right then and there, then you’re peeling back the onion layers and you’re getting to more efficient information.

Maybe you say, “I don’t necessarily see it that way. Can I tell you why?” That’s very different than saying, “I don’t agree,” because you’re putting the person at the defense. Whereas, in the other case, it’s a little disarming. You just don’t see it that way. It doesn’t mean it’s an indictment against them or their idea. You just don’t see it that way, “And can I tell you why? I want to offer another kind of angle here.” So, those are just some examples of open-ended questions.

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

Sara Canaday
No, other than the book has several pages of good, powerful phrases or questions. So, they don’t always have to be a question. It could be, “Tell me more,” which is not a question. But if anybody is interested in those types of tools, the book is full of them.

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

Sara Canaday
My favorite quote is “Please be responsible for the energy you bring into this room.”

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

Sara Canaday
Well, this probably has to do with coaching and it has to do with leadership, but it was done by the Journal of Economic Psychology, and there, there were a group of researchers that wanted to study the optimal strategy for goalies, soccer goalies, and blocking penalty kicks.

And what they found, after watching hundreds of videos and speaking to expert coaches and goalies, is that when goalies stay in the middle of the net, they block the ball 33% of the time. When they move to the left or the right, it goes down by half, 14% on the right, 13.3 on the left. Point being is that we, as leaders, as professionals, I think, sometimes mistake motion for meaning, and we have a bias for action.

I get it. I’m a work in progress on that. And that study, to me, sort of highlights this idea that we would really benefit from taking more pauses, more pauses to think strategically, more pauses to coach our employees, more pauses to reflect.

Pete Mockaitis
All right. And a favorite book?

Sara Canaday
Favorite book, it just came out. It’s called The Chrysalis Code: Becoming the Type of Leader Other People Want to Follow by my good friend and colleague Ron J. West.

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

Sara Canaday
We talked about this the last time. I’m going to say it again. LinkedIn, huge tool for me. And then I’m going to throw in a few personal ones that save me time. Amazon, I don’t know what I would do without it, it’s kind of scary, because when I need something, I don’t have to run out to OfficeMax or fill my day with errands on top of work. My fingertips right there. And, similarly, Instacart, which is not everywhere but a lot of places. And I can imagine, with three kids, this would be a boon for you, but getting my groceries delivered is hugely helpful.

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

Sara Canaday
Well, it’s a word that I didn’t know of until, I think, a year or two ago, and I read about it in one of Adam Grant’s posts. And, apparently, I’m a precrastinator. So, it’s the opposite of a procrastinator. I actually do things really far in advance, and that has served me very well because I guess my years in corporate, I knew that fires would always have to be put out. And so, when I have the time, I would get projects done early so that I wouldn’t feel as overwhelmed when things popped up that were not planned.

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

Sara Canaday
I mentioned one earlier that I think resonates with leaders, which is this idea of mistaking motion for meaning, and that’s probably the key one lately. Ever since COVID, I think, I find that people are just…they have no buffer time between any of their meetings, and no time to actually make connections and put things together, and be creative and innovative.

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

Sara Canaday
I’d point them to my website, SaraCanaday.com, and there’s no H in Sara, and Canaday is just like Canada but with a Y at the end. Or, LinkedIn, of course.

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

Sara Canaday
I do. I would say make one final or baby step toward this idea of coaching. It doesn’t have to be, “Okay, I’m going to coach somebody.” Pick a meeting this week where you’re just going to intentionally ask an open-ended question, or you’re going to intentionally paraphrase so that you can actively listen, “So, what I’m hearing you say is…” or, “Let me see if I got this right.” So, those are the things that are really important in coaching. So, just pick one aspect of coaching, and pick a meeting where you’re going to try it on.

Pete Mockaitis
All right. Sara, this has been a treat. I wish you many good coaching sessions in the future.

Sara Canaday
Thank you. It’s been a treat to be here.

846: How to Elevate and Empower Teams to Reach Their Full Potential with Robert Glazer

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Robert Glazer says: "Organizations should focus on making their people better, help them build their capacity holistically."

Robert Glazer shows how to build your team’s capacity and empower them to reach their full potential.

You’ll Learn:

  1. How to cure exhaustion in teams.
  2. The simple trick to making difficult conversations easier.
  3. How to influence company culture without a leadership position.

About Robert

Robert Glazer is the founder and CEO of Acceleration Partners, a global partner marketing agency and the recipient of numerous industry and company culture awards, including Glassdoor’s Employees’ Choice Awards two years in a row.

He is the author of the #1 Wall Street Journal, USA Today and international bestselling author of four books: Elevate, How To Thrive In The Virtual Workplace, Friday Forward, and Performance Partnerships.  He is a sought-after speaker by companies and organizations around the world and is the host of The Elevate Podcast. He also shares ideas and insights around these topics via Friday Forward, a weekly inspirational newsletter that reaches over 200,000 individuals and business leaders across 60+ countries.

Resources Mentioned

Robert Glazer Interview Transcript

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

Robert Glazer
Thanks for having me, Pete.

Pete Mockaitis
Well, I’m excited to get into the wisdom of your book Elevate Your Team but, first, I got to hear, it’s been a couple years since we last chatted.

Robert Glazer
It’s been a pandemic.

Pete Mockaitis
That it has. Tell me, any particularly wild adventures, learnings, surprises in your life over the last couple of years?

Robert Glazer
It’s just been such a supply and demand see-saw that it’s been nothing like my career. I’m someone who likes to plan long term, and in the business and think two, three years ahead, and it’s just been three to six months is kind of as far as you can look. I would say the biggest thing was we were a fully virtual team for 12 years coming into COVID, and we hit it at times and it wasn’t something that we were really public with, and then it’s just everyone was like, “Oh, you’ve done this. How do you do this?” I ended up kind of writing a book around it.

So, that was a little bit of a whirlwind going from sort of keeping the fact that we were fully remote a little bit on the downlow to sort of becoming an exemplar and speaker and author around it. And, by the way, I just talked to a large company this morning, I mean, two, three years later, people still haven’t figured out what they’re going to do with this, and it’s pretty interesting to me.

That and figuring out the strategy where they kind of have a strategy but they haven’t supported it. And this company was saying they have all kinds of rules for remote work that no one has actually read or adheres to.

Pete Mockaitis
Yeah, totally. And I remember even before the pandemic, there were debates in terms of, “Oh, so and so is moving, and they want to move work remotely,” and they’re like, “Oh, well, we don’t allow that.” Like, even then I was sort of, well, I’d been working self-employed remotely for a long time, and so I thought that was really a head scratcher, like, “If this person is excellent and they want to stay working for you, I think you should accommodate that.” That’s my bias.

Robert Glazer
So, here’s my favorite thing, and I was doing a keynote yesterday morning, and I have this slide that I used for a long time and I wasn’t going to use it, but it was David Solomon of Goldman Sachs in January 2021 saying that, or January 2022 saying that “Work from home is an aberration that they’re going to cure as soon as possible, and it’s like this horrible thing that needs to be fixed.” A week later, Goldman announces the best quarterly earnings in the history of the company with everyone working remote.

So, now they forced people back in the office, Goldman’s earnings come out last week, they’re the worst in, like, 20 years and they missed earnings. They’re down 60%. It’s a disaster. It’s just so funny. It’s like what actually…well, does it matter where and how people…Now, look, I am not a, “Everyone should be remote.” I think if you’re Goldman and you’re pitching an IPO, I think that people should come in for that pitch. But if they’re crunching the spreadsheets for 16 hours getting ready for a thing, like, did they need to come into the office that day for that?

But I do think there are things that you need to be in person, you need to be in the office, so I’m not an absolute on it, but I thought the paradox of those two, like statements and results, were really interesting, telling people the thing that was an aberration was the thing that just made your company the most money in its history.

Pete Mockaitis
Oh, Robert, that’s what I love, your perspective, you’re juxtaposing things, bringing together connections, distinctions, wisdom so it’s a hoot to be chatting again. And you got another work here, it’s called Elevate Your Team. What’s the big idea here?

Robert Glazer
Yeah. So, I wrote the book Elevate, it was about this concept of capacity-building and how to use that to make yourself better and help train leaders, really, to be better. And a lot of the stuff that we were doing over the years, I realized was the same framework around, “Well, how do you take that same capacity-building framework to an organization? So, what does it look like for an organization these days?”

And, look, it’s better to be lucky than good, and this book is coming out when the playbook of just burn through people and grow your business is just not going to work anymore. People are too tired around, “How do you grow a business on the backs of your people?” And by growing your people, I’m not saying, “We want to grow this business, and it sort of chews out people.” So, it takes that same spiritual, intellectual, physical, emotional framework, and says, “How do you apply these principles to the organization rather than to the individual leaders?”

Pete Mockaitis
And so, for folks who didn’t catch the last interview, I recommend you do. But could you give us a bit of a refresher? We talked about capacity and building, and capacity-building, can you give us definitions of synonyms for what we’re talking about here?

Robert Glazer
Yeah. So, capacity-building is just a method. I always say that the long definition is the method by which individuals seek, accept, and develop…seek, acquire, and develop the skills and ability to perform at a higher level. Simply, it’s how you get better. I think it’s a process of how to get better and there’s four pieces.

Spiritual capacity, which is understanding who you are, and what you want most, your values and the standards you want to live by. Intellectual capacity, which is about how you improve your ability to think, learn, plan, and execute with discipline. That’s kind of your personal organizational operating system. Physical capacity is health, wellbeing, and physical performance. And emotional capacity is a few different things. It’s how you react to challenging situations, your emotional mindset, and I think the quality of your relationships.

Pete Mockaitis
All right. So, in order or a team to flourish, well, I won’t steal your thunder, but it sounds like is it fair to say your thesis is you got to be building this capacity, growing in these domains in order to flourish as a team, an organization, a business without…?

Robert Glazer
And a human, yeah. So, the take on this that I have that’s a little different is I think organizations should focus on making their people better, help them build their capacity holistically not to just be good at their job today or the best robot for the assembly line, but how do you make them better at work and better in all aspects? At the same time, better father, mother, spouse, otherwise.

Because I think a lot of the things that people struggle with in work or a lot of their growth areas are the same outside, particularly with people working from home. It’s not like you wake out of bed cranky and tired and exhausted, and jump into work and are a totally different person. You’re going to be the same person. I find people that are organized and disciplined and have routines at work have them at home. They tend to really go hand in hand.

Pete Mockaitis
All right. Well, could you share with us in terms of what’s the state of team capacity-building these days? How are we doing with these principles, generally speaking?

Robert Glazer
I don’t think well because I think that people are really burnt out, and they’re burnt out from two years of a global pandemic and the bounce back and all the changes, but that one implies that a lot of these things are out of whack. They’re not clear on what they value and what they bring to the organization. I think one of the things that make people stay and interested and growing as an organization, whether it’s intellectual, a lot of learning and feedback, and they’re seeing how they’re growing an opportunity.

We know people’s physical capacity is very diminished right now, so how can the organization help that, not hurt it? Like, how do you get people a break and some rest and get them recharged? And then again, I think that, particularly now, where you’re in an environment, again, where you have some layoffs and otherwise, psychological safety, becomes a big part of that.

Like, I know leaders struggle with, someone said to me yesterday at a keynote I was doing, one of the questions was, “Look, our industry, rough time, bad year, probably some layoffs, otherwise. Like, what do we tell people?” I was like, “Well, tell them the truth. Tell them where your parameters are, where you need their help, what you’re going to do. Communicate with them well because there’s going to be another company that are going to tell every people everything is fine, and it’s not. And they’re really going to lose the trust of those folks.”

So, I think people, when they know the truth and the reality, they’re happy to stay with something. I think it’s when they don’t feel like they’re being told the whole story that you have problems.

Pete Mockaitis
All right. Well, could you share with us a fun story, a true story, with regard to a team who really saw a cool transformation when they did this capacity-building stuff, they took it seriously, they implemented some goodies, and they saw great results?

Robert Glazer
Yeah, I’ll give you some individual examples. So, one of the things that we do with all of our leaders is that we…and I’m going to give you two examples, I think from spiritual and intellectual, to talk about. We help our leaders figure out their personal core values because our belief is there’s no acceleration partners type of leader. The best leader is going to be authentic, and we want to help them figure out what do they value, what are they good at. Like, what are the natural things?

And the first time we did this, and people figured these things out, they actually kind of wrote it up, they went back to their teams, and they said, “Look, I really learned all these things about myself. This is how I kind of show up as a leader. This is what you can expect from me. This is what I need from you.” And three to six months later, we’d measured their performance before that offsite and we did all that and after, and really everyone improved dramatically. I just think their connections to their teams went a lot higher.

Again, example of intellectual capacity, learning feedback, so we will do a training where we model fake conversations between employees and their managers, kind of rip from the headlines. So, we’d sit down and say, “All right, Pete, you’re…” so the crowd knows both sides of the story, the crowd watching this, but we give you a narrative, “Pete, you just started today, you made some mistakes in the first couple months, but you think you’re doing great, and you want to get promoted.”

And then there’s Carly on the other side, and Carly has a card that says, “You meet with your employee Pete, and you just don’t think he’s going to make it. He has not the right attitude. He’s made a bunch of mistakes. He doesn’t seem to be getting it, and you need to sort of, like, let Pete know that this might not be the best place for him.”

And then we watch people have that conversation, and there’s a lot of platitudes, and there’s a lot of dancing around, and now you see why people aren’t on the same page. And we say, “Freeze,” and then we have the team all comment in, and I say, “How many people think that Pete knew his job was on the line?” And 20 people watching will say, “No,” and then I was like, “Okay, what are some different ways you could’ve approached?” and then we’ll have them start the conversation again.

And, again, this is just the thing, “Why do these conversations go so poorly all the time?” Because people don’t know how to do them. And why do they dread? They haven’t practiced them. This is an actual law and order practice, having very common difficult conversations that managers are going to have. It’s not surprising that people aren’t good at something, that they haven’t been trained on, and that they haven’t done before.

Pete Mockaitis
Okay. Well, let’s just keep rolling. Physically?

Robert Glazer
Yeah. So, physically, look, I think you’re putting your money where your mouth is on this in terms of one of the things that we did was we’ve done a couple of fitness contests where… Most companies say they want something and then they incentivize another. They incentivize never leaving the desk, and, “We’ll get you food and we’ll get you your vaccine shot without having to get up,” or all this stuff.

We have said to people on a couple of things, “Hey, we will cover, we will reimburse part of your vacation if you actually take seven days off and don’t communicate with everyone, and actually unplug.” So, we’re again aligning the incentive to that behavior. Similarly, we’ve had fitness challenges where people break into teams during the work day. They have to step aside a half an hour to do anything from walking, to yoga, to meditation, to working out, and the teams get a point and the teams compete, and I think the winners got sort of an Apple watch.

So, again, very different viewpoint when the organization is saying, “Hey, we’re actually compensating you, or paying you, or valuing things that are designed to give you more time, and pay attention to your physical health and make the workplace part of the solution, not part of the problem.”

Pete Mockaitis
All right. And emotionally?

Robert Glazer
Yeah. So, example, we’ve always had this employee TED Talks at our organization at our AP Annual Summit, and one year, we decided to step it up. There was a gentleman I knew named Philip McKernan, and he had a program called “One Last Talk,” where people get on stage and they basically deliver the, “What is the one talk that you would deliver if this is your last day on earth?” And these were not, like, he doesn’t let anyone escape with, “Oh, three great things to live a great life.” It’s much more personal.

So, we had a bunch of volunteers, we picked four people, they trained for two months, they got up there and gave these speeches, and there wasn’t really a dry eye in the room. These were like deeply emotional speeches talking about aspects of their lives that many people wouldn’t have known. What was interesting though was that over the next day, the level of sharing across the company, like what people were talking to other people about, making connections, “You are I work together for five years, and I never told you that I grew up in a single-parent household, and I find out the same about you.”

It was crazy watching how that opened the floodgates for people to want to connect on a more human level. And I think, again, that level of vulnerability just leads people to better relationships, more sharing, more understanding other people’s perspectives and where they’re coming from. And, yeah, it was a pretty cool experience.

Pete Mockaitis
That’s cool. Well, it sounds like there is a boatload of approaches, strategies, tools, activities, tactics, interventions, stuff you can do to see some upgrades, some increased capacity in each these domains. I’m curious, are there a few sorts of top do’s and don’ts that you recommend individuals and teams and organizations consider as we’re looking to implement some of this stuff?

Robert Glazer
Yeah, I think that, oftentimes, people try to make too many changes at once. I think people are pretty good with change over time. Similar to New Year’s resolutions, I always say, like, I’m a much bigger believer. If I saw a company trying to do everything that was in this book, I would think their success would be very slow.

I think if they picked a couple things, started doing them, getting traction, and then I think that getting that one percent better each day or week, and getting the compounding effect of that, usually works better than rushing into a bunch of things that you don’t have the time or energy or resources to support.

Pete Mockaitis
Okay. And are there a few starting points that seem just excellent in your experience?

Robert Glazer
Yeah, I guess it depends on the area. I think if we’re talking about kind of a learning culture, some really easy things that you can do to start just getting more discussion or interaction, a book club, a podcast club, or even the CEO says, “You read this book and we get together, and let’s talk about it. Let’s pick a topic, let’s do a book,” that’s super easy.

Reimbursing people for education and learning experiences, I think that’s something that you can do right away. There’s also feedback, like really working with teams on teaching them how to give feedback, what’s good feedback. So many of these things, I think, we just, again, think that people know how to do.

One of the examples I love and I used in the book is that Scribe, which is a book company that does a lot of self-publishing books, so they actually teach their customers on how to give feedback to their team. And they say something like, “Look, saying you hate this cover is not super helpful to our design team. Saying, ‘This cover is off brand for the colors we like and the imagery I want to use, and I prefer imagery that is more X’ is a lot more helpful.”

So, it’s really interesting, like in that context, they’re even teaching that, how to do feedback. So, yeah, there are so many ways for, I think, companies to improve, but I think focusing on opportunities to learn and learn together is usually a pretty easy one of them.

Pete Mockaitis
I love that notion about design feedback because I always feel ridiculous when I’m sharing my feedback on designs, and yet designers seem to really love it. I was like, “This font makes me feel like a child.” They’re like, “Oh, that’s excellent.”

Robert Glazer
That, actually, right. Well, at least they know.

Pete Mockaitis
I was like, “Really? I feel nutty when I say that out loud.”

Robert Glazer
At least they know what you don’t like about it. That’s fair on that.

Pete Mockaitis
That’s good. All right. Well, there’s two things you kind of touched upon that I think are really juicy, and I’d love to hear all the great, your favorite tools for them. First, let’s talk about exhaustion, when folks are just tuckered out.

Robert Glazer
They’re toast, and if you think they’re going to come in and work 80 hours a week, even if they wanted to, I think they’re toast. And I actually think it’s happening more at the leadership level. The leaders carry the water in that first year in COVID, and they have the kids they’re worrying about and the sick parents, and their teams. And then I think, eventually, carrying all that water has really impacted them, too.

Pete Mockaitis
All right. So, if you’re good and exhausted, where do you recommend that we start?

Robert Glazer
Yeah, look, it seems counterintuitive when there’s a lot to do but try to give people some real breaks, whether that is the weekend, whether that is their week vacation, whether that is not worrying about emails at 6:00 o’clock after night. One of the tools that I’ve used for years, and, look, France and some places have taken them to the extreme. I think you’d go to jail if you email people after 5:00 o’clock.

But sometimes, like on a Saturday morning, I love to clear out emails from the week, and I learned when I was CEO that if I wrote someone an email on a Saturday, they thought they needed to respond. And I was often doing stuff after hours because that’s when I had time to doing it. I wasn’t looking for a response, that wasn’t the expectation. So, I learned to just use delayed delivery.

And so, anytime I write something outside of kind of normal hours, I delay until 8:00 o’clock the next work day. The side benefit of this is you can look really awesome and be productive at 8:00 o’clock in the morning when…

Pete Mockaitis
“Wow, Robert has given me six emails within…”

Robert Glazer
Yeah, you can do 7:58, 7:59, 8:00, 8:01, now you feel like a slacker in the morning. But I think people really appreciate that, particularly when you are a leader and you’re emailing other people on your team, they don’t know the priority. People tend to assume that everything is important, and not that just you felt like writing the email to them at that time.

Pete Mockaitis
Yeah, or I had a cool idea, and I wanted to get it on paper. And while I was there, how about I copy/paste, send?

Robert Glazer
That’s the other thing I do. I keep a notepad for everyone I meet and I take that cool idea and I put it in the part of the OneNote, and, in that way, I sit down and talk about the four ideas as well so they’re not getting bombarded with ADD at different points of night and day.

Pete Mockaitis
That’s good. Okay. So, exhaustion, real breaks, whether that’s guidelines on the email timing or expectations, clarity that we’re not doing stuff over the weekend, or that week vacation is true and real.

Robert Glazer
Yeah. And, look, model the behavior. So, I’m a leader, “I’m going on vacation this weekend. If you need to reach me by an emergency, here’s the thing.” Put it on my autoreply, “Don’t email from vacation.” Because people will do what you say. This is the same over parenting. People will do what you say not what you do. Sorry, they will do what you do, not what you say. I got that backwards.

And that’s where I think it’s really important. If you tell people, “Oh, it’s fine to take a vacation,” but then you say you’re going on vacation, you’re out of office, and you’re emailing all week, what they take away from that is that it’s not okay to take a vacation.

Pete Mockaitis
Yeah, I remember when I was an intern, like I got the memo in terms of one the one side, the recruiting teams wanted the interns to have a truly fantastic experience so they go back to their university, and say, “Oh, my gosh, you got to work here.” But then there’s your actual work team, and they wanted useful stuff from you that brought things forward and served the client.

And so, I quickly learned, “Oh, in order to do well here, I need to completely ignore the preference of the recruiting team that wants me to not work much, and work as much as necessary to advance the stuff and have things look great for the team I’m working with. Okay, don’t listen to them. Do listen to them. Got it.”

Robert Glazer
And, look, this is the exact point, is that everyone figures this stuff out because the culture values it implicitly or explicitly. And it’s not like anyone told you this, but you very quickly figure out the rules of the road and what you need to do, and that becomes the default point and behavior. Then you think it’s normal and you teach it to the next person.

I literally had a friend, I think in five years, the people he worked for never let him have a vacation without calling him or bothering him. Like, there are just so many reasons why that’s wrong. It’s actually even bad for the company. Like, give the person a break so they actually feel refreshed in coming back. I think you should want people to have a life outside of work. They will do better work.

Pete Mockaitis
Yup, agreed. All right. Now, let’s talk about the folks having difficulty with real conversations, and you say, “Of course, it’s to be expected. They don’t have training or practice very much in that domain.” What are some great first steps to developing that skillset?

Robert Glazer
Practice. I think, I mean, we collect a lot of podcasts that talk about certain topics, “Hey, how do you have this sort of conversation? How do you have a difficult employee conversation?” I remember when I interviewed Patty McCord at Netflix, who’s sort of was part of their whole culture and the culture deck. She talked about when she was training people to do changes in jobs or whatever, she told them to call their own voicemail, say what they were going to say, and listen to it three times.

Just even some basic rep and practice, talk to other people, there are very few things that when you do it for the first time, have never practiced it, it’s going to go well. I think when you think about, in sports, no one does that. In business, we do that all the time. I wrote a Friday Forward about being a speaker at a conference, and I was sort of the general speaker and there was a subject matter expert after me, and I had checked the timing beforehand, I’d met with the AVP people, I had looked at the thing, I had that on my computer.

He came in with three times the amount of slides as the amount of time, didn’t set up AVP, someone had to do his computer. He had great content but he got pulled off stage because he never went through a dry run or practice, or it just doesn’t really work well to do things for the first time, and do them on stage. You should practice anything that you’re going to do.

In fact, someone was saying, our sales team, one thing that we could do better is, when we go into some big pitches, and we did this years ago in front of an important one, it was like we practiced the whole thing an hour beforehand. And what we noticed was we had some awkward transitions, “Oh, no, Pete, you take that. No, I’ll take that.” And we worked those transitions out during the practice, which having not done it, we would’ve made those mistakes in real time.

Pete Mockaitis
And when it comes to the practice of difficult conversations, it’s tricky because, okay, there’s a person, there’s an issue, and we got to talk about it. And, yet, if I want to practice it with them, it’s sort of already the performance…

Robert Glazer
Well, you got to practice it with other people, not with them. But you could practice it with your manager, you could practice it with a peer. Again, you could practice it with yourself. You could sit down there and record it, and be like, “That sounds not good.” Or, again, you can learn some tools that you can use. So, here’s one that I learned, and I learned through all those trainings.

We know the sandwich concept, right? And if you watch it, it’s so awkward. Like, when someone starts a praise, then I’m going to deliver the real thing I want to say, and then wrap it with praise at the end. And you confuse people, and they’re like, “Wait, wait. Am I being reprimanded?” because it’s like two positives and a negative, but negative was the real reason why you were having the conversation.

The last time I had to have one of those really difficult conversations, I actually picked up a cue from someone else, and I started by saying, “Hey, we’re going to have a really difficult conversation, so I just want to let you know that.” That just totally changes the demeanor to me fumbling around for a minute, and being like, “Hey, Pete, what’s going on?”

So, again, but I had to learn that. I learned that from someone else, I learned that that was a best practice. I applied the best practice and it was difficult but I think it went about as good as it could go. And the other benefit is if you know how to do these things, then you don’t lose nights of sleep beforehand on it.

Like, this is the whole point on capacity. Capacity is not more. When you think about intellectual capacity, it’s like if you have a better operating system, if you know how to do it smarter and faster, it should be less energy. If I had 20 of these difficult conversation things, and I walk into one, it will cost me a lot less energy and grief and all the stuff, like, I will know how to do it. That, to me, is the definition of capacity because it’s getting more done with less resources, not more with more resources.

Pete Mockaitis
That’s good. Okay. So, Robert, this is cool stuff, focus on the organization, the team, the leader level. If we find ourselves individual contributors who would like this stuff to be happening in our organizations but isn’t, what do we do?

Robert Glazer
Yeah, look, you can become a leader in the organization with different ways. So, again, a perfect example, just because you’re an individual contributor does not mean you couldn’t start the book club, or the podcast club, or a class, or help start a fitness competition for everyone at the organization. So, yeah, you want to honor individual contributors who don’t want to be leaders.

I think there’s a difference between wanting to be an individual contributor and not have a big team, and wanting to be a loner and not care about other people at the organization. I think, actually, what would make an individual contributor stronger is the more connection they have to the company overall. So, I think they should look at these things as opportunities.

Pete Mockaitis
All right. Robert, anything else you want to make sure to mention?

Robert Glazer
No, the one other thing I will mention is when we talked about the spiritual capacity and the core values of helping your team understand their core values, in Elevate, I did not have anywhere to point people to do this. And so, we started building it out over the years. We started doing it with our team. I turned it into a course.

There’s some information on that in the book but, also, if you go to CoreValuesCourse.com, if you’re interested for yourself or for your team to figure out, “What are our core values?” there’s an actual process that’ll take you through that.

Pete Mockaitis
Well, that sounds fantastic, and I want to hear more about it. What does the process look like?

Robert Glazer
Yes. So, it goes through a bunch of different behavioral-based questions to figure out, “In different environments in your life, where are you successful or not successful?” And I think when you answer these questions, and you ask to start to pull the answers together, you start to see some pretty consistent themes around where you show up and are highly engaged, and where you are disengaged. And it starts kind of setting the foundation for what your personal core values might look like. And then it gives you kind of a process to suss those out.

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

Robert Glazer
“What the wise man does at the beginning, the fool does at the end.” I’ve always liked that one.

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

Robert Glazer
I was reading about the Dunning-Kruger Effect recently, which was pretty interesting. Dunning-Kruger says that the people who understand something the least often have the greatest overconfidence in their knowledge on the subject. And so, it’s an interesting study in organization or otherwise. Sometimes the loudest voice on something is often the most uninformed.

Pete Mockaitis
And a favorite book?

Robert Glazer
Well, I love Atlas Shrugged is one of my favorite books. The book I give to a lot of people is a book called Mistakes Were Made (But Not by Me).

Pete Mockaitis
Oh, I love it.

Robert Glazer
It’s sort of the definitive book. I have it on my desk here on cognitive dissonance. And I interviewed the authors recently. I think cognitive dissonance is so prevalent in everything we do every day, and just understanding that is a huge competitive advantage.

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

Robert Glazer
I don’t think I could live without this tool called SaneBox, which takes your email, filters it out, lets you snooze it to come back. So, it just keeps a lot of email that you don’t need to read out of your peripheral vision. And I remember one time my subscription expired, and like, 300 emails dropped back into my inbox, and I almost had a panic attack. Like, that’s how you know a tool is valuable to you.

Pete Mockaitis
And a favorite habit?

Robert Glazer
Well, I like brewing French brew coffee, and it takes five or ten minutes, so I try to time some…I like the concept of habit stacking. So, I try to do something else during those five or ten minutes I wouldn’t do, whether it’s writing in a journal, or stretching, or otherwise, because I can tie it to doing that every day. So, I like the concept of stacking a habit, like something you’re already doing with something that you want to be doing.

Pete Mockaitis
Okay. And is there a key nugget you share that you’re known for, folks are always quoting this Robert Glazer gem?

Robert Glazer
Friday Forward, I think, is the most popular of all time, it’s called the “BS of Busy.” And I think there are some things in there around many of us are busy or just saying that as an answer to everything, and we really need to understand it’s not a great answer to, “How are you busy?” when someone asks. So, I think we need to move away from being busy to being productive and being fulfilled, and so I’ve talked about that a few different times.

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

Robert Glazer
Yeah, so everything of mine, Friday Forward, books, podcasts, everything is at RobertGlazer.com, including the new book. If you want the shortest path to the new book, it’s EYT, like “Elevate Your Team,” EYTBook.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?

Robert Glazer
Yeah, the final challenge I think would be figure out what is most important to your organization today, and then see how you could be helpful to it.

Pete Mockaitis
All right. Robert, it’s been a treat. I wish you much luck and elevation.

Robert Glazer
Thank you, Pete.