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685: How to Manage Conflict and Work Peacefully in Virtual Teams with John Riordan

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John Riordan shares practical strategies for overcoming the unique challenges of conflict among virtual teams.

You’ll Learn:

  1. The three best practices for preventing conflict 
  2. How to face conflict head on with the SBID model
  3. The three options you have when working with a jerk 

 

About John

For over 30 years, John Riordan has been committed to challenging people and organizations to reach their full capacity – first as a leadership program founder and director in East Africa, and now as an organization and leadership development consultant. He has consulted with a broad range of federal, private sector and non-profit organizations conducting hundreds of planning, team building and training workshops ranging from large conferences (200+) to small intact teams. 

Resources Mentioned

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John Riordan Interview Transcript

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

John Riordan
Absolutely. My pleasure.

Pete Mockaitis
Well, I’m excited to dig into your wisdom but, first, I want to hear about the Marine Corps marathon that you did. How is that different than a normal marathon and what’s the backstory there?

John Riordan
Well, yeah, so that’s a good question and the backstory is interesting too. So, first of all, I’ll say a former friend, I don’t like this guy anymore. I went out for a jog one day and I’ve never ran more than three miles in my life, and he says, “Have you ever thought about running a marathon?” I laughed out loud, like, “Are you kidding me? Five miles would be a stretch and I have no interest in running a marathon whatsoever.”

He says, “Why not?” “Well, I couldn’t think of a thousand reasons why not. I don’t want to get injured as well.” “You don’t have to get injured. If something hurts, you stop.” I’m like, “Okay. It’s boring. Running for hours is boring.” “Well, could you do something about that?” Well, long story short, you could listen to things and learn things, and you’d be amazed how much you can learn while you’re running for two or three hours at a time.

Long story short, he coached me simply by saying, by asking the ultimate coaching question is, “What could you do about that?” And, ultimately, he’s sort of helped me dismantle all my own defenses to the point where I kind of had to do it. And so, I like to say I completed the Marine Corps, meaning I walked-run, not run the whole way. I had all this mental models. I thought everyone who ran any marathon would be super athlete fit runner. Nope, not the case whatsoever.

You look at any marathon, but the Marine Corps especially, I mean any size, shape that you would be shocked at who is capable of completing a marathon. I thought you had to die at the end, because as the first marathoner, I thought that was the requirement. You had to run with all your strength and then collapse and die. Nope. Apparently, that is not a requirement so I couldn’t stick to that one.

And so, just dismantling all these barriers that I had in my mind, some of which were simply like, I guess you’d say excuses, but many of which were just misunderstandings, misinterpretations, or assumptions I was making. And it was such a powerful metaphor for my own experience because I do this kind of coaching with folks all the time, and so to experience it for myself and realize how many assumptions I’m making, how many misunderstandings, how many barriers, artificial barriers I’ve put in my way. And when you remove those, it’s like, “Oh, shoot. Now I guess I have to do it because I have no more excuses.”

And the Marine Corps is, they call it America’s Marathon. It’s the beginner’s marathon. It’s a very flat course. They promote first-time marathoners so you get kind of bumped up if it’s your first one. And there’s thousands of people cheering you the entire way, and so it’s just a high the whole way that you’re being cheered on and encouraged and all that stuff, and so it’s a great experience.

Pete Mockaitis
Very cool. Well, yeah, there’s lessons right there and metaphors and excuses.

John Riordan
Well, I tell you, so much.

Pete Mockaitis
Well, yeah, “What could you do about that?” is a fine question.

John Riordan
Yeah, it’s a great question.

Pete Mockaitis
Cool. Well, so you’ve got a boatload of experience when it comes to leadership development and you’ve got many courses. And we had several conversations with folks about virtual teams and virtual leadership and virtual meetings and overcoming distractions when you’re working from home, etc. What intrigued me about you is you’ve specifically got courses on dealing with conflict in virtual environments and facilitating in virtual environments.

And I think those are probably two of the toughest things to do with folks who are in different places. So, let’s dig in and talk about conflict resolution stuff in a virtual context. And, maybe, could you kick us off with a juicy story? Like, what’s a good, good, meaty, reality TV-grade drama or conflict that you’ve seen or heard about from your clients resolved through virtual media?

John Riordan
Yeah. Right. So, as I say, conflict is typically challenging for most of us regardless even when we are in person, and it’s uncomfortable and awkward and all that other sort of stuff.

Well, you layer on the virtual context and it just changes the parameters, and there are some upsides. There are some upsides to the virtual context. We might not annoy each other as much, my personality might not grate on you because we’re not across the hallway from each other, whatever. But clearly, the downside is, the big challenge is, that the little misunderstanding in that email goes unaddressed and we have to be intentional, very intentional, about bringing it up because, otherwise, when we’re in person, we’ll bumped into each other in the hallway, I’ll see you as we walk, we’re walking out, I’ll see at lunch, whatever, at the next meeting, “Hey, Pete, about that thing, about that project, about that whatever…” and we have these, otherwise, even unnoticed interactions.

The volume of interaction that happens in person, that is in the Ethisphere, really, it has been very interesting to watch the literature emerging in the past 18 months because, prior to COVID, you had intentionally virtual organizations, people who chose to work virtually, their organization wanted them to work virtually, their job was structured for virtual work. Well, the past 18 months, for most of us, has been suddenly virtual without choice, without option, without structure, and, basically, chaos.

And so, all that Ethisphere interaction just vaporized and, all of a sudden, you and I are exchanging emails, we have that misunderstanding, but we don’t see each other, at best on a video conference, if that, once a week, and so I’m not going to setup a meeting to address this minor thing with you, and so it grows, and so that distance grows. And pretty soon, you start to have the wedge that develops.

So, turn to the juicy stories, geez, I don’t even know where to begin. The one that pops to mind is we’re sitting there on a meeting convened by a full-bird colonel, and one of the participants is on video, and he’s clearly distracted. And as the colonel is presenting, this guy is talking to other people, he’s looking all over, he’s like obviously not paying attention. Well, this doesn’t go over well with the colonel who finally stops and says, “Hey,” I’ll call him Joe, “Joe,” awkward sound, “Joe.” This guy is talking, he doesn’t even hear himself, he’s probably muted the whole thing.

I mean, it’s a good couple of minutes before Joe finally looks down and awkward, and, “Oh, I’m sorry…” And he’s like, “So, are you with us, Joe?” “Oh, oh, sorry, sorry.” Well, there’s too many people on the call, the colonel is not going to address Joe right there and then, which is good. So, what’s the colonel going to do? Is he going to make an appointment with Joe? Is he going to setup another call to have this discussion, what happened? I mean, this whole thing was like it just snowballs. The whole team is involved because everybody watched it.

If you were in a conference room and someone was distracted and that happened, it would essentially get resolved real-time, probably, optimistically, just by virtue of the interaction. In the virtual world, that meeting is over. Boop! Everyone disappears. So, we all witnessed it and then it’s over. There’s no hallway discussion, there’s no post-chat discussion, and so you have this awkward thing. And the only way to resolve it is reconvene and have a discussion, both the colonel and the individual, and then bringing it back to the group.

I mean, the processing of that conflict in the virtual context too so much more effort than it would have real-time, optimistically. Real-time, you just interact, resolve, address, move on. And so, in the virtual world, it is challenging to be intentional, to lean into it, for those of us who it’s not a natural strength. There’s a few people where conflict they’re just good at it, and then there’s the rest of us.

Pete Mockaitis
Well, now, we have to know how things conclude. So, what happened with the colonel and Joe here today?

John Riordan
Well, let’s just say Joe kind of wrapped it up with this, which is, in his mind, his perspective was that this was urgent, this was…I don’t know if he used the word crisis but, in his mind, this was urgent and he needed to address it right away. Well, I don’t know how familiar you are with the military, but with a full-birded colonel, like you could pretty much use rank, unless it’s a general, you pay attention to the colonel first or you interrupt to say, “I’m sorry, sir. The building is on fire. I’m going to have to step away for a few…” and so, his lack of awareness of the protocol and how to handle his situation on his end.

Now, the colonel is very reasonably gracious but it definitely clarified that this guy, and so he was two steps down from the colonel, he’s a civilian so he reports to his boss, his boss reports to the colonel. Well, let’s just say it was clear he has a lot to learn, so now he’s kind of – what’s the right word – not demoted positionally but he didn’t show up well. He showed up really badly so now he’s going to have to overcome that. It’s going to take time for him to demonstrate that he has learned and sort of overcome that experience with folks.

And, again, in the virtual world, he only has very limited opportunities to do that. In person, you’d have more meetings, you’d have more interactions, you’d have the hallway. Now, he’s like he has to lean into it and really reestablish his reputation in a lot of ways.

Pete Mockaitis
Yeah.

John Riordan
So, he’s still there, as far I know. It wasn’t that bad but it was not good.

Pete Mockaitis
Okay. Well, that does kind of paint a picture in terms of things that can occur and the extra challenges that ensue. So, lay it on us, what are some of the best practices you’ve discovered when it comes to managing conflict when folks are remote?

John Riordan
First and foremost, intentionality. Paying attention. It’s so much easier when we’re virtual to just dismiss it and let it go and it’s no big deal, and it might not be a big deal. It’s just that clumsy email, or maybe they didn’t really mean it, or maybe I’m misinterpreting what Pete said in his text, and just let it go. Okay. But, however, it’s so tempting to do that because when we switch off the call, I’m back in my own world and I’m not going to see you in the hallway, I’m not going to bump into you in the coffee break, and so it’s easier to just dismiss it.

So, paying attention, intentionality, “Is this worth addressing? Should I address it?” And even before that, I like to say, “What’s my bias with regard to conflict in the first place?” I am conflict-avoidant, so I know that my bias is to let it go. And, therefore, given that bias, I may need to lean into this and step into this more than I feel comfortable with. That’s probably true.

There are some people in the world who are conflict-seeking who don’t mind. My father-in law was this way. He loved a good knockdown drill. Like, to him, everything was an opportunity for a very energetic debate. Anyone else would’ve said, “Gosh, why are you arguing?” And he’d tell them, “I’m not arguing. We’re just having a healthy debate.” So, he didn’t mind and he would lean into everything. Most of us, percentage-wise, I think most people are on that conflict-reluctant.

And so, how to assess yourself with regard to your style around conflict, and then in the virtual realm being attentive and intentional, being more open to it. And then third, I’d say, is talk about it. Talk about it. Like, for goodness’ sake, bring this up as a team with your colleagues, “So, Pete, you and I are going to work together for the next 12 months. Hey, can we talk about some operating agreements? How are we going to handle differences of opinion? How are we going to handle conflict? How are we going to handle our working practices? What’s our communication style? What can we do to help each other and find a good way through the middle?”

And so, having a conversation about how we will handle conflict, before we’re in the middle of a big conflict, is so, so critical for teams. It’s so helpful to get it out on the table so it’s not some awkward taboo subject that nobody wants to broach.

Pete Mockaitis
And that’s just so huge when it comes to aligning expectations in many contexts in terms of, one, upfront we kind of know, hey, what we’re dealing with and what the standards are. And, two, it just sort of prevents a lot of that stuff. It’s like someone is mad because someone else has not fulfilled their unspoken expectations, and it’s like, “Oh, sorry. I didn’t realize I broke a rule that was never mentioned as being a rule. Oops!” So, that’s just a great practice to do in many contexts.

And so, when it comes to, “How are we going to address conflict?” have you seen any particular best practices that have been in a lot of operating agreements and been really helpful for folks?

John Riordan
Yeah. Well, that would be the first one, is to establish a set of operating agreements. Now, I would offer, prior to that, a really good practice is to do that, have that conversation and do an assessment. I don’t necessarily mean formally, just as a team, just discuss, “Pete, what’s your style? Are you more conflict-avoidant or are you more conflict-seeking, somewhere in the middle? Help me understand your style. I’ll explain to you that I do tend to be conflict-avoidant. I get uncomfortable but that doesn’t mean I don’t want to do it. It’s just I get all sort of uneasy, so bear with me to the extent that you can encourage me and keep me going in the conflict. That’ll be helpful to me. So, let’s have that discussion. Where are we as a team?”

And there are some really simple models that will help folks have a conversation. There’s from Patrick Lencioni, The Five Dysfunctions of a Team. He has this conflict continuum, and one end is artificial harmony where we’re all avoiding it, “Oh, it’s great. Everything is great. Yup, we’re all good. Yeah, no, no, no, there’s no problem here.” “Like, really? Because it sure sounded like there was.” So, artificial harmony on one end.

And on the other is destructive conflicts, mean-spirited attacks and backbiting and all that sort of stuff. And so, the ideal is healthy and constructive conflict is somewhere in that middle ground where we’re able to have the hard conversations and we’re open to that. So, assessing, with a small A, you don’t have to take a big instrument or anything, just, “Where do you think we are? And let’s talk about it. And what would it look like for us to maintain a healthy and constructive conflict culture?” And then that can lead you into, “Okay, so how do we do that?”

And I would say that that becomes a matter of operating agreements where we can talk about it, like, “What does that look like?” “Well, we should respect each other.” “Okay, what does that really mean? What does that really look like for you?” “Well, it means we don’t interrupt each other.” “Well, I’m a strong extrovert. I don’t care about interruptions, but if you do then I’ll try to pay attention to that. If I interrupt you, don’t take it personally. I’m not trying to dismiss your point. I’m very extroverted.” “Okay, good.” We can learn about each other, come to some agreements, and then try to put them into practice.

And so, when it comes to what those agreements are, I would say there are clearly some general ones, like respect, taking responsibility, addressing things early, not letting it fester, criticism in private, constructive critique in private, affirmation in public, those types of pretty general stuff. And then you get into specifics for a given team based on their situation.

Pete Mockaitis
Lovely. And so then, let’s say we’re in the thick of things and someone did something that maybe we didn’t have the good fortune to have listened to you earlier and then, thusly, those operating agreements were not formally established. Someone did something. I am miffed. What do you recommend are some of the best ways to go about cleaning that up and addressing the matter? Any go-to scripts, words, phrases, principles?

John Riordan
So, there’s a feedback model that is a nice…I like that word script. I like the model of a recipe. So, I use this metaphor a lot. You have a recipe, how to make something, once you’ve done it a number of times, you can play with it. You don’t have to follow the recipe exactly and you can add something or try something different and see how it goes. But the basic recipe, at least, is a guide.

And so, this model is from the Center for Creative Leadership, SBID – situation, behavior, impact, desired outcome, SBID. And so, what’s the situation? So, I don’t call you and leave a voicemail, and say, “Pete, we need to talk. I’m just not happy with how you attacked me at the meeting the other day.” “Whoa, what on earth?” That’s like you’re already going to be on the defensive. You don’t even know where I’m coming from.

So, give a little context to this. What’s the situation? “So, Pete, we’re in that meeting, we’re on that call, we’re having that discussion. Do you remember that? And I was presenting, do you remember? Do you remember how you asked that question to me? I don’t know if you knew. So, that situation.” “Okay, yeah, I’m with you. We’ve got it. I understand the context.”

Now, the behavior, the B, that’s critical because it’s not an accusation. It’s simply a statement of behavior.

Pete Mockaitis
“You’re a jerk.” Not that.

John Riordan
Exactly, “Pete, you keep criticizing me in public. You keep dismantling my argument.” “What? I’m not trying to…I don’t even know what you’re…I’m not dismantling you.” “Well, you asked that question.” “Ah, yeah. That’s all I did was ask a question.” “Well, you’re trying to undermine me.” “Whoa, I’m not trying to undermine you. I just had a question about your data. Like, really, I’m not…”

Okay, impact. The impact was, “It felt to me that you were trying to undermine my credibility. It felt like you were questioning my presentation, questioning my data.” “I was asking a question about your data I wasn’t trying to embarrass you in public.” So, that impact helps you understand how your behavior impacted me, but it also is important for me to own that, assuming good intent, unless I have enough record to believe that you actually are out to get me.

And the other possibility is that you didn’t do it intentionally but this is how it impacted me, and can we have a conversation about that. And that is a huge, huge – what would you call that – a sea change, a really big distinction. And here’s the question you can write down, “Did you do this on purpose?” Did the person, whoever they are, did they do this to you intentionally? Did they do it to you on purpose?

Pete Mockaitis
Now, is that a question you ask yourself internally or a question you ask of the other party?

John Riordan
Well, kind of both ends. That’s a good point. It starts with me asking it of myself. So, my example is somebody cuts me off in traffic, “Aargh, can you believe that? What an idiot.” And then my wife says, “Well, maybe their wife is having a baby. Maybe their house is on fire. Maybe they have all kinds of reasons.” Well, the person didn’t roll down the window and say, “Hey, are you John Riordan?” “Yes.” “Oh, okay, I’m going to cut you off because I can’t stand you and I want to ruin your day.” That’s not what they’re thinking. They are just being self-centered, they’re just going about their day, they’re not paying attention to me, and they cut me off. It doesn’t mean it’s okay but it wasn’t about me. Does that make sense?

Pete Mockaitis
Right, yeah.

John Riordan
You’re asking a question in the middle of a presentation, your mindset might be, “I don’t really like those numbers. I wonder where he got those.” There’s all kinds of reasons why you might be asking that question other than, “Watch this. I’m going to ask this question and dismantle John’s argument. It’s going to be great. He’s going to fall apart,” because that would be intentional and then we’re adversaries.

But there’s a lot of other possibilities as to why people do what they do. And so, having that discussion, disarming – I love that metaphor – disarming the conflict so that it becomes instead of a capital C, we’re having a full-blown argument, it’s a small C, “Can we talk about this?” “Well, I didn’t like your numbers.” “Well, I appreciate that and, of course, you have the right to ask about my numbers. I would ask you to respect the fact that this is a presentation in front of senior managers, and could you have followed up with me later, or I ask you to review the material ahead of time. I don’t know if you did, but I would’ve appreciated you asking me that question before the meeting, etc.” So, there’s all kinds of ways we might address it to resolve the distinction without it getting to a capital C, conflict.

Pete Mockaitis
And so, as I step into this scenario that you’ve created, John, I just sort of wonder, like, what do you do when the other party…? I won’t say that they’re like malicious evil jerks trying to get you, but they just think your concern is dumb, they’re like, “Look, John, this is a data-driven organization. We try to make the best decisions. If I’ve got a question about your data, I’m going to ask the question about your data, I don’t care where we are, who you’re talking to. It’s just how we get to the truth and optimal business results. So, pull up your big boy pants and get a thick skin and stop whining to me about this inane bull crap so we can go make insane value for shareholders.”

Let’s say you get a pretty rude but not like maliciously, “That’s right, buddy. I’m out to take you down, so watch your back.” So, a pretty brute and dismissive response. How do you think about those?

John Riordan
Yeah. So, let me emphasize the distinction that you just made because, again, one is, “I have reason to believe that this person is an active adversary. They are literally out to take me down.” And those do exist. I’m not talking about being naïve and pretending that everybody is your best friend. There are a few, and hopefully a few, adversaries that you should watch out for. If you have a lot of adversaries, then you got to decide whether you can sustain that lifestyle and that career, and some people can, but for many of us, that might be a signal for a job change. If I’m surrounded by people who want to take me out, you either sign up for that or you don’t. So, that’s the first distinction.

The second, the way you’re describing it, is, “Look, it’s not about you, John. I really don’t care. I’m going to keep asking those questions. You just have to get over it.” So, they’re not out to take me down but they’re not also going to handle me with kid gloves. Then it becomes a question of power – power and influence in the organization. Because if that voice is coming from a full-bird colonel, and I’m the low person on the totem pole, then, guess what, I have to either live with that and go about my business, or I have to decide I’m in the wrong organization.

If that person is a peer, and we’re on equal footing, so to speak, then that’s a whole different scenario, “What influence do I have? Do I continue the discussion? Do I counter with, ‘Hey, I’d just be down. I think that’s a great way for us to work, because if I did that to you, you wouldn’t be happy. Can we not find a better way of working together?’” That’s the D in the SBID, the desired outcome is, “Can we learn to work together well?”

Now, option three, if that voice was coming from a subordinate, somebody who reports to me, I’d say, “Okay, have a seat. We need to talk. You need to decide whether you want to stay here or not because this is not how we’re going to operate in my sphere of influence.” So, it depends on who that individual is and what power and authority relationship we have.

Pete Mockaitis
Well, that’s handy. Thank you. Well, tell me, John, any other key things you want to make sure to mention about conflict resolution and in virtual settings, maybe any sort of tools or favorite apps, software, or things that you find handy?

John Riordan
That’s interesting. For me, the resources, they’re now showing up online. Apps-wise, it doesn’t come to mind but in terms of models. So, one is by an author named Peter Block. And Peter Block’s partnership model lays out this distinction between trust and agreement. And so, you ask yourself, “Okay,” and I go through this exercise, a great exercise for everybody. You’re mapping out, especially in the work context, but of course it bleeds over to the rest of our lives as well. How much trust is there in the relationship? And how much agreement, in terms of the content of the discussion?

So, we disagree about the numbers and the data, but I don’t distrust you. I trust that you’re just asking a question about the numbers. That’s okay. Versus, if there’s no trust, then we have a serious problem. Trust is obviously far more critical than agreement. If I trust you, we can disagree about anything but I still trust you. We trust each other. And that distinction is huge.

So, Peter Block has a great article. I’ve got summary worksheets on this on my website but it’s the kind of thing that really helps you lay out, “Okay, who are my allies that I trust, we agree, we’re working in the same direction. I can really rely on these folks. There’s other categories and there are some unknowns, and then there’s this adversaries. We disagree on the direction and, guess what, we don’t trust each other so watch out.” Okay, let’s not be naïve. Let’s map this out. So, that’s a really helpful, sort of getting the lay of the land.

Let’s see, Patrick Lencioni’s material around conflict is fantastic. That’s all available on his site. Good stuff.

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

John Riordan
First and foremost, in practical terms, from two authors, Rob Goffee and Gareth Jones. And there’s a lot of different ways to say this but the bumper sticker for their material is, “Be yourself with more skill.” Be yourself with more skill. And I tell you, if I gave them a nickel for every time I’ve shared that thought, I owe them.

And what I love about that is five words. It’s amazing, five words. But, boy, you talk about a life journey, and this applies so powerfully to the work, in your career, and what I’d like to say your calling, but it also applies equally to your personal relationships, family, friends, community, you name it. Be yourself, be who you are made to be, figure out who you are, bring yourself to the table, your values, your strengths, your personality, but do it with more skill.

I spent years trying to be something else, be more of this, be less of that, as opposed to, “Okay, who am I? And then how do I show up skillfully? How do I bring my strengths to bear in a skillful way?” If that makes sense, it’s such an interesting but very powerful nuance.

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

John Riordan
I really appreciate the stuff that they did around this piece around authentic leadership, so Goffee and Jones. And, essentially, one of those harbingers, there’s been plenty of research around this, but the culture of leadership, and the shift from command and control. So, my dad was a marine, World War II, Korean War marine, and let me tell you, you did what the boss told you to do – command and control. “Why should I do what you tell me?” “Because I’m your boss. Because I’m above you. I outrank you. You name it. You do what you’re told.”

Well, clearly, we take it for granted, but leadership culture has evolved tremendously. Their article was called “Why Should Anyone Be Led by You?” It kind of flips it on its head.

And so, leadership now is about respect and response, and people choosing to follow you, choosing to allow you to influence them. And that’s what leadership is about now and it’s really evolved tremendously. And so, that piece of research, that kind of encapsulated that and demonstrated that, amongst men, but, to me, it’s a real – what would you call that – a milestone, a marker, that we have really shifted as a culture.

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

John Riordan
Currently, the one that is making the biggest difference in my life is called The Four Tendencies by Gretchen Rubin.

She calls them tendencies, these ideas of, “How I operate? What makes me tick? What moves me from ideas into action? And how different that can be for different people?” And that has been super insightful for me and in sharing that with clients and helping people understand and, of course, it overlaps with personalities and all those other things, but, essentially, focusing in on moving from thought into action.

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

John Riordan
Yeah, I would repeat that one, The Four Tendencies. So, for me on that, the huge lightbulb for me is that I am motivated by external factors, and I spent years trying to be more self-disciplined, trying to develop kind of just put my nose to the grindstone and get it done. Not bad to have self-discipline. That’s great. But she distinguishes that some people are internally motivated, and they will, when they decide to do something, they’ll go do it.

Other people are externally motivated. So, I can have a great idea, and something I’d even like to do, but if nobody else is involved, if I’m not accountable to anybody, if I don’t have to answer to anyone, if no one else is there, then the likelihood I’ll be doing it is much lower. As soon as somebody else is involved, I’ll do it.

So, I’ve harnessed that, I got myself an executive assistant who is my professional bulldog, and I say, “Jorie, make sure this happens.” I’m on this podcast because of her. I love doing these things but I’m not going to do it. She says, “You’re going to do it. Make sure it happens,” and then I do it.

And so, harnessing that tendency, for me, of external motivation, I mean, I can’t even tell you everything I’ve been able to accomplish simply because it’s gone from ideas, the long list of good ideas in my head, and actually turning them into action.

Pete Mockaitis
And how about a favorite habit?

John Riordan
I would say two. Exercising has been huge.
I can’t say enough about it just in terms of de-stress, in terms of getting all that energy out in the negative sense, and then coming back and being ready to go. But, also, what I love about going to the gym, one of the big upsides, is little incremental small victories. So, I keep track of my workouts. I’m only there for half an hour, 40 minutes tops, but I try to just keep incrementally improving.

And it’s very cool to start the day by adding a few more reps, or adding a few more pounds, or adding a few more whatever to that weight or to that exercise, and to feel like, “Okay. All right. This is something I can win at.” And so, now I can go back into the day and bring that same sense of energy and motivation into the rest of what I got to do. So, that’s number one.

And then number two, what I listen to. I can’t say enough. The same thing, through the 18 months, like God bless you if you grew up with lots of positive encouragement and I had a very affirming upbringing. But my dad worked for IBM, very neutral, not an entrepreneur, just went to work and came home, so I never had somebody, a voice in my ears saying, “Hey, you got this. You can do it. Get in there. You’re great at this. You can…” whatever, all that sort of coaching and positive affirmations. And so, it’s been huge to tap into just little YouTube clips, different motivational stuff that suits my style, and to really have that voice in my ear, literally, cheering me on, coaching me on. It’s been fantastic. Very, very much a game changer, especially over this stressful time.

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

John Riordan
Oh, that first one, “Be yourself with more skill.” That’s number one, absolutely.

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

John Riordan
JR@JohnRiordan.com is the email address and JohnRiordan.com is the website.

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

John Riordan
That journey of self-discovery is absolutely, I can’t say enough about what a starting point that is. And it’s a journey, it’s not like you take two weeks off and learn about yourself, and then that’s it. But to delve into that, “What are your core values?” and contemplate on that. Really define it, writing it down. Everybody, almost any American is going to say, “Oh, I have core values.” “Okay, what are they?” “Ahh, I don’t really know.”

So, what are your core values? Write them down. Think about them. Define them. There’s different ways to go about that. What are your strengths that you bring to the world, to your work, to your family, to your…What are those? Do you know what they are or you just kind of know? And what’s your personality traits? What makes you tick? What motivates you? And sort of capturing that, collecting that awareness.

Pete Mockaitis
Well, John, this has been a treat. Thank you for sharing the goods. And keep on rocking.

John Riordan
Thank you. My pleasure. My pleasure. I really appreciate the opportunity. I hope this is encouraging and challenging and useful for folks.

678: How to Win Trust and Connect Masterfully with Riaz Meghji

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Riaz Meghji says: "There's two teachers in the room in any conversation."

Riaz Meghji reveals the key behaviors that lead to more meaningful connections.

You’ll Learn:

  1. The one trick to becoming a better listener 
  2. Where to draw the line between vulnerability and oversharing 
  3. How to be assertively empathetic 

About Riaz

Riaz Meghji is a Human Connection Expert. He has 17 years of broadcast television experience, and, during his time as host on Citytv’s Breakfast Television, MTV Canada, TEDxVancouver, CTV News, and the Toronto International Film Festival, has interviewed thousands of experts about human connection and collaboration, undertaking critical training that helped shape the tangible takeaways he shares in his new book, Every Conversation Counts 

Resources mentioned in the show:

 

Thank you, sponsors!

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Riaz Meghji Interview Transcript

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

Riaz Meghji
Pete, it is good to be with you, man. Thanks for having me on.

Pete Mockaitis
Oh, I’m excited to talk. And I also want to hear, you’ve got a story, you’ve got some Canadian TV background, and another Canadian star, Eugene Levy. I understand there’s a story involving you, him, and eyebrows. Tell us about it.

Riaz Meghji
I love it. This is what happens when you fill out the questionnaire beforehand, “Tell me some tidbits of where we can go.” Eugene Levy, a national treasure here in Canada, and he was filming a cameo role on a sitcom called Package Deal which was being filmed in Vancouver, British Columbia, where I am right now, and we had a chance to go on set with Eugene, and, obviously, a legend in the comedy game. He’s honed his craft, you could tell the entire cast and crew respected him, we had 20 minutes to do an interview, and he was so generous, so gracious about how he’s achieved success, how his family succeeds. A lot of people know about Dan Levy in Schitt’s Creek.

And then, towards the end of the interview, he just took a moment to pause and say, “Hey, thank you very much for bringing the energy, the enthusiasm to the interview, but if there’s one piece of advice I can give you, if you want to succeed in this business, and if you want to play the long game, there’s one thing you need to know.” Obviously, when Eugene drops that, I just leaned in, I’m like, “What is it?” He’s like, “Make sure you insure your eyebrows.” I’m like, “What?”

I know we’re on the podcast right now but, hey, game recognizes game. He’s got those thick caterpillars, these south Asian roots are giving me those thick caterpillars too, and I said, “Eugene, awesome, man. I don’t know if they do that, but that is an amazing trademark to make it in the entertainment business. Game on.”

Pete Mockaitis
Insure the eyebrows, yeah. It’s hard enough to get an insurance company to do anything outside of their cookie-cutter legal boilerplate. That’d probably take some doing to pull that off.

Riaz Meghji
Yeah, they would put a new box to check, “Diva, yup. Correct. That’s Riaz. He wants his eyebrows insured. Let’s just focus on the mortgage and the home.”

Pete Mockaitis
There’s an extra premium for the diva. It’s like a young driver, they’ll slap you with that. So, we’re talking about you got a book here, Every Conversation Counts: The 5 Habits of Human Connection that Build Extraordinary Relationships. I’d love to hear you’ve done a lot of conversing and connecting in your years. What would you say is one of the most surprising lessons you’ve picked up along the way?

Riaz Meghji
That there’s two teachers in the room in any conversation. Two teachers in the room, and this was a great lesson that was presented to me by a very popular host in Canada. His name is Ron MacLean, a magnificent storyteller, and he has this gift of anybody he interviews, his primary gig is Hockey Night in Canada, but he is such a masterful interviewer with athletes, not just seeing what’s in front of us, but seeing what the story is behind the lens. And he really talked about the idea that the interviewers out there that can do their research and come in with the greatest intention, get asked their job to just stay as curious as long as possible.

But how somebody really listens, how an interviewer really listens to draw out the story that isn’t being told is the opportunity to be a teacher, because the person answering the questions, they’ve got the ideas, they’ve got the stories they’re going to share, but the art of listening and being the interviewer, you can be a powerful teacher to just be a mirror and create a heightened level of awareness that that subject might not even know about.

And when he said that to me, that there’s two teachers in the room, it always reminded me, whether you’re asking the question or answering the question, there’s a chance to learn from each other in just very profound ways.

Pete Mockaitis
That’s cool. Certainly. And listening is huge and I think a lot of my guests have commented, “It’s nice that you don’t just sort of move through a pre-set list of questions.” I mean, where’s the fun in that? In terms of the live back and forth is where a lot of the magic and fun is, so amen to that.

Riaz Meghji
You know, it’s so true. And I can say this, early on in my career, I’ve been doing television for almost 20 years now. Earlier on, I would do that exact same thing, Pete. I’d do all of the research, come up with a list of questions that I thought were brilliant, and then I would check the box of, “Was this a successful interview?” And the gauge on that would be, “Did I ask all of the questions I brought in to the conversation?” And then, slowly, I was realizing the moment was being missed to unlock something from that subject that you can’t Google. And one of the simple things I would do in the green room with any guest, no matter how much research I would do, which would give me confidence, I would slowly begin to over-prepare to improvise.

And the way I would do it is in that green room. I would greet the guests, we’d go past the formalities, but I’d simply start that by asking, “Hey, so what’s on your mind?” And the first thing that came out of their mouth would allow me to understand what the priority is for them. So, no matter how much research I did, I would park it, prioritize their priorities, and then lean in and listen and be ready to improvise. And I found that’s where some magical moments would really happen with the people in front of us.

Pete Mockaitis
Yeah, that’s cool because, I’d imagine, if that’s their priority, and you give some love and attention up front, they’d think, “I like this Riaz guy. I can open up. I can trust. I can share a little bit more. I can not be as guarded,” and good things can flow there.

Riaz Meghji
Yeah. And that approach allowed me to really understand that there are three questions that stood out when you’re trying to unlock somebody and get them to open up and just truly share who they are. That the three questions we all ask ourselves, especially the first time we’re meeting somebody are, “Do you care about me? Are you listening to me? And can I trust you?” And simply recognizing the value of those three questions really allowed some beautiful moments to be shared not only in the green room but that trust to convey something really powerful when it was on live TV which can be nerve-racking for anybody involved.

Pete Mockaitis
Well, those are some great questions right there. And, I’m curious, I guess you’ll get the answers you want if you actually do care, you actually are listening, and you actually are trustworthy, so I don’t know if there’s any tricks or hacks that can be implemented there but, nonetheless, I’m going to ask you. How do you make it so that the person you’re talking to picks up the good stuff, assuming that you do have a good heart and intentions, and you really do care, and you really are listening, and you really are trustworthy? How can you make that all the more apparent?

Riaz Meghji
I think it’s saying less and listening more and following their lead. And what I found is, over the years, a lot of the times when you look at any conversation or any interview, the person who controls the conversation is the one asking the questions. And sometimes that initial question that you ask, I would get caught up in the trap early on, Pete, where I would come in with, like I said, all of this information, and I would overcomplicate things, and I would unleash this overcomplicated set of I have like multiple questions in that first question where somebody is saying, “Okay. Well, hey, that’s great, all this research. I don’t even know how to answer this because you asked me like 10 questions in one.”

So, I think really getting to the point and simplifying things off the top, and then how you make it apparent to that person that you’re dialed in, is the value of the follow up, and those expansive questions that are starting with the what or how that have a high emotional component as well. Because I find a lot of the questions that happen, and maybe it’s because people are overwhelmed with, one, information; two, with stress; three, with the awkwardness, especially coming out of this pandemic of “How do we connect? This has got to be perfect,” is forgetting about the facts and putting the facts in the background and focusing on the emotional connection you can have with somebody.

And I find that’s, that feeling, someone could have where you’re asking a question that really taps into a feeling they’re experiencing, that’s where that magic happens where they begin to really appreciate that you want to be where they’re at, and you’re exploring that important space for them.

Pete Mockaitis
Cool. Well, so let’s dig into some of the particulars then. So, you’ve said in your subtitle “The 5 Habits of Human Connection.” So, what are those five and how do we do them well?

Riaz Meghji
Yeah. Well, we kind of touched on the first one being listening, but the habit I really wanted to articulate is listening without distraction. And this culture that we’re in right now is one culture of convenience with technology. We’re flipping the camera and we’re flipping a microphone on, we’re having our meetings, and everything is moving so fast with this convenience, so it is easy. Looking at the science of our brains and how we connect, in many ways, I feel like we’re all just too smart for our own good simply because our brains can absorb 400-500 words per minute. Yet, the average person is speaking in a rate of 125 words per minute.

So, that means, with that extra capacity we have when we’re listening, we can easily get caught up in technology, in multitasking, in daydreaming, the emotional distraction of shutting down if we disagree with somebody. So, I think the first thing, if we’re going to listen without distraction, is listen to ourselves on a daily basis. And if you’re listening to this right now, auditing ourselves to say, “What are the distractions, on a daily basis, in your everyday communication that are pulling away the focus and gift of undivided attention you could give somebody?”

And not trying to remove those all at once because that can be completely overwhelming, but just becoming aware of what they are and then slowly starting to pick those off one by one, and that will allow us to be so much more present not only with our listening ear but, more importantly, with our curiosity to dive deeper with what somebody might be sharing with us, especially if it’s something quite vulnerable or real.

Pete Mockaitis
And that notion about being too smart for our own good and the word count differential, I’m intrigued with the awareness of distractions. Can you give us some big categories because I think it’s pretty obvious? Like, okay, the phone. You can look at your smartphone, you hear the dings and the buzzes, and you’re just, “Who was that? What was that? What’s going on just right there?” So, that’s one, and I think that’s kind of obvious. But what are some of the other ways that we fill that word count gap in between our ears that’s distracting and unhelpful?

Riaz Meghji
Yeah, if we’re feeling uneasy, it’s so easy for us to get caught up in our agendas. If we’re rehearsing our elevator pitch, or think about the interview process, you’re thinking about, “Okay, did I get to this question? Did I get to this question?” we’re missing out on what that person is giving us. So, it really comes down to, “How do we just let go of our agenda?” Let go of that pitch that you had and ask more and try to unlock something with someone.

It’s easy with our own biases to have assumptions unconsciously get in the way of thinking, “This is the way it’s going to go. This is the way it’s always been,” and missing out on an opportunity to have a breakthrough with somebody. And that really ties into the idea of judgment as well and our negativity bias. So, checking our bias, our judgment, our assumption, and even our agendas, on that emotional level, I think that’s one of the biggest, Pete.

I think the first thing people will say, “Oh, it’s technology. It’s our screens getting in the way.” But I also think it’s us. And with all of the mental game that could go on trying to achieve an outcome, we might lose sight on the opportunity of enter every conversation of how we’re going to build this pure and meaningful relationship as opposed to go through all of these mechanical or just methodical ways to achieve your objective, so to speak.

Pete Mockaitis
Yeah, that’s really good with the agenda there in terms of when you’re focused on that, you’re necessarily not focused on what is being said in the moment. And, it’s funny, I think maybe we have a suspicion perhaps that if we don’t give mental energy to remembering the agenda, it will be forgotten and catastrophe will befall us. But, in practice, I find that once there’s a pause, it’s just like, “Oh. And, oh, now this thing.” It doesn’t go away if you stop thinking about it. It’s still ready for you and you could just write it down.

Riaz Meghji
When all else goes, write it down. And you know what, that’s actually a very good point because one of the most important things that I’ve learned that has really helped, I mean, you asked an important point of, “How do you make this apparent in the conversation itself that you care, and that I am listening to you and I trust you?” Those things you write down, especially those uncommon commonalities that might pop up with unique passions, whether it’s maybe something in your career, something in your health, something in your relationships, but something that’s so specific.

If you’re able to write that down, and let’s be real, we’re not going to be able to remember every single detail, but if we write it down and we follow up with somebody a week, a month, maybe even a year down the line, instead of me emailing you and saying, “Hey, Pete, hope you’re well.” But if we can replace “Hope you’re well” with “Hey, Pete,” and then insert a moment we shared, immediately someone is going to say, “Wow! I can’t believe Pete remembered that,” and it’s going to start opening up that idea of, “Yeah, they listened. Yeah, they care. Yeah, I could trust him because he valued what I said.” And that takes effort on our part when we’re listening and also being real with documenting these moments, too, because, realistically, we can only remember so much.

Pete Mockaitis
Yeah, that’s cool. All right, so we have the habit of listening without distraction. And the second habit is to make your small talk bigger. How do you recommend we do that?

Riaz Meghji
Yeah, man. A lot of people dread the idea of small talk. I bet you, you just use those two words, small talk, people will think, “I don’t want to go there. I’m just going to dodge it. I’m going to avoid it altogether.” And looking at the exercise of small talk over the years, I’ve just come to realize that small talk is such a defense mechanism because what it really does is it prevents us from the embarrassment of getting emotional in front of someone we don’t know. Or, maybe hitting a nerve with somebody else and we’re not ready to process their emotion and be a witness to what they’re experiencing.

And I think with small talk, if we’re going to make it bigger, especially right now, the big change I feel we’ve all seen in the past year is that, in many ways, we’ve all been in the constant state of grief whether we realize it or not, and it’s grief over the loss of the way we used to live our lives. Like, those conversations of convenience at the watercooler, or dropping into somebody’s office, or maybe hanging out on the sidelines at a sports game with parents as you watched your kids. Those are gone. Temporarily, those are gone. But the conversation that’s top of mind for everybody right now is the psychological struggle of how they’ve waded through and kind of survived through this pandemic.

So, if we’re going to make our small talk bigger, here’s a real opportunity, and maybe this was a silver lining of this uncertainty being our universal commonality with the pandemic, is just, yes, less facts, more emotion. And if you have no context of the person in front of you, like as interviewers, we could say, “Hey, yeah, okay. We had time to research the subject. We have some ideas. It’s going to make this small talk go deeper a lot easier.” But if you have no context of that person in front of you, being a proud Canadian, I call this the happiness hat trick, and this is courtesy of the late great psychiatrist Gordon Livingston, who did terrific work on the happiness equation for people.

And he found the happiest people have something to do, they have someone to love, and they have something to look forward to. And if you have no context of the person in front of you, start there because all of those have a high emotional component of what matters most to the person in front of you, and that will start to unlock that sense of feeling of where somebody is at, and then, yeah, let them lead with that and be that teacher that ask those questions to help unlock where they’re at and where they want to go. And that conversation, that relationship, will deepen in a really meaningful way.

Pete Mockaitis
And that notion of the small talk being a defense mechanism, I think that really rings true though I haven’t quite thought of it that way. If someone says, I just walk in a place and say, “How are you doing?” I don’t think…well, it’s true. I don’t want to say, “Well, I feel really weird and restless because we moved and they have no idea what’s going on with the truck and all my stuff, and I’m just like, ‘Is it lost forever? Should I buy all new stuff?’ It’s very unsettling.”

So, on top of not knowing very many people, and so, I don’t know, I’m sad, I’m anxious, I am unsettled. It’s sort of like, “That’s how I’m really doing,” but I’m not going to say that. It’s just like, “How is it going?” when you walk into a Starbucks. And so, effectively, that is a defense mechanism. It’s like I guess just a nicer way of saying, “None of your business.”

Riaz Meghji
It’s so true. Yeah, our answer when somebody says, “How are you?” and you’re like, “Good. Thanks.” Translation, “It’s none of your business.” But if we could switch that question, because it is second nature, it’s just a greeting, it’s autopilot mode. That’s what that question is. But if we switch it with one word, it could provide permission and that opportunity to let that person know, “Pete, I really want to know how you’re doing.”

And it’s, “Hey, how are you really? Like, how are you really doing?” And that one word allows that person to know, “Oh, this person is really checking in. This isn’t just superficial BS of, ‘How are you? Yeah, let’s go through it. Now I’m going to order what I want from Starbucks.’” But there’s an intention of how we ask the question that can really break that autopilot mode so someone could say, “Oh, this is an authentic opportunity here.”

And by you sharing that and somebody being in that space, at any point on any given day, something powerful could happen, and that could change your life, that could change the listener’s life, and that’s up to us on how we engage with our small talk.

Pete Mockaitis
Certainly. And it’s true in terms of what gets opened up and then where that goes. I was chatting with my barber and he started talking about how the Wim Hof breathing approach has transformed his life, and how he met Wim and did some stuff. All this stuff is like, “Well, okay.” He just mentioned that he’s winding down being a barber, it’s like, “Oh, what are you up to?” and he just got going. It was like, “Well, this is fascinating. I’m going to go. I’ve heard of this guy. I’m going to get the app. Whatever. And so, yeah, and we’ll see how transformational it is.”

Riaz Meghji
You said Wim Hof? Was that it?

Pete Mockaitis
Wim Hof, yeah.

Riaz Meghji
I’ve never heard of that. What am I missing?

Pete Mockaitis
He might be on the show. He’s famous for climbing Mt. Everest in his shorts and setting some world records for ice exposure, and there’s some cool science behind some of his breathing and stuff. So, yeah. Anyway, I learned about that in chatting with my barber.

Riaz Meghji
Well done.

Pete Mockaitis
You never know what’ll pop up. Cool. So, let’s hear the third habit there – put aside your perfect persona. What’s the story here?

Riaz Meghji
Yeah, this notion of us practicing imperfection through technology. We see it on social media. It’s kind of become a second nature habit. And the idea here is to really invite people to show up and have the courage to be themselves. And this is easier said than done. It’s an idea that came to me in a conversation with Darren Hardy, which happened a few years back. And, Darren, for those that don’t know, he’s the author of a terrific book, it’s one of my favorites, it’s called The Compound Effect, of how the small things can have a profound effect in your life.

And he’s a renowned CEO, coach, and mentor for leaders around the world, and he was in Vancouver for an event. We sat down for 20 minutes, and he’s interviewed some of the greats as well, like some of the greatest interviewers. And I said to him, I’m like, “Darren, what is your secret to having people truly open up and show you who they really are?” And he kind of smiled and he looked at me, and he said, “Two words.” And I said, “Lay it on me.” And he said, “Go first.” And I said, “Go first. Okay, tell me about this.”

And he said, “If you want to motivate somebody, find out what motivates them and help them achieve that. Say go first.” He said, “If you want somebody to trust you, go first and reveal something that’s raw and candid, and show them that this is a safe space. They have the psychological safety that you’ve given them a part of you, and it’s safe for them to return the favor.” And I thought this was so fascinating of the idea of going first because, and it’s maybe it’s the cautious or skeptic part of my mind, it’s like, “What’s the difference between going first and oversharing because that could backfire on you?”

And I know you had Jon Levy on the show and he was talking about the Pratfall effect, and that is a very important part to consider of conveying credibility before vulnerability, and establishing that responsibility and that point of authority, and then that reveal can really draw people closer. And if they’re questioning your competence to begin with, then you’re tripping over yourself and you’re flooring the gas pedal with all of this candid vulnerability, it can really backfire and create distance instead of that connection.

So, this notion of putting aside your perfect persona is really going first with a piece of yourself. And one of those examples that we recently saw, I’m a big Will Smith fan, and when I saw Will Smith pull stuff, “Hey, I’m going to be real with you all. I’m in the worst shape of my life.” I don’t know if you’ve seen his photo, but he put himself out there. He’s just in his boxer shorts showing that the guy that’s all muscles and cut in movies, for the first time, he doesn’t look that way. And it gave permission for people to talk about their bodies and their pandemic bodies, and celebrate the fact that, “Hey, we’re all in this together. We can all get through this together.” And he’s inspired people going on new workout routines and transformations just by going first with the challenge he has. So, I think it shows up in many ways.

Pete Mockaitis
That is powerful. And I do want to hear if you’ve cracked the code on that oversharing kind of complexity there because, I guess, what comes to mind is I was chatting with one of my podcast guests, and I guess he already had tremendous authority and credibility in my eyes because I’ve researched him, I know his bio and stuff. And I say, “How are you doing?” He’s like, “Oh, you know, it’s been a difficult week. I’ve got a son who’s been struggling with drug addiction, and we thought we had that kicked, but, unfortunately, this happened.”

So, he shared that and it only took maybe 20 seconds to reveal, and I was like, “Oh, my gosh, I’m so sorry.” And the way I received it, I did not find that off-putting at all. I felt for him, I thought, “Oh, man, this has got to be so hard. I’ve got toddlers today. I can only imagine struggling with that in the future.” And it really did, it made me like and trust him a bundle, and I’ve been sort of eager to connect with him whenever I’m in his city.

So, in a way, and that’s pretty darn vulnerable in terms of what’s going on in your life for real. That’s hard and that’s real. So, I did not receive it in, “Whoa, easy, fellow. Simmer down. Too much information.” I didn’t receive it that way. I don’t know, maybe some people would, but I don’t know, he just seemed so great, it would be hard to imagine.

So, I don’t know, how do you think about that dance?

Riaz Meghji
If I’m going to share something like that, the question I’m asking myself is, “Is the person or is the audience ready to hear this? Are they in a space where they’re ready and willing to accept the emotional intensity I could bring on them?” And I’m not surprised by your reaction. You’ve mastered your craft doing these interviews. This is what you do to bring out the best in people to see who they really are. But if we’re on the street and the circumstances, things are moving fast and there’s only a limited amount of time, and I’m dropping that on somebody, I don’t think I’ve set them up for success if, say, we’re walking and they’re trying to get to a destination, maybe they’re trying to pick up their kids. They’re not in the right space to be able to receive it and support me.

So, I think it’s important to pick the spot. And if the spot is right, and there is time, and somebody is willing to accept it, I think the flipside of that is if I’m going to share something that I’m struggling with, I really look at, “How can I share a bit of the transformation going on?” Because I find, as listeners, we’re always looking for that moment of, “How is this moment, how is this story, how could this make my life better?” And if I’m going to share a bit of the struggle and the conflict, I always think, “What is the point of reflection or lesson I’ve learned through this that I could share with somebody if they were to hit this roadblock too?”

So, it’s almost like the struggle becomes a share and point of service to be like, “Here’s what I’ve worked through, here’s what I’ve learned, and here’s what I’m still trying to get to.” And that awareness, that reflection, and perhaps a teaching moment, gives somebody a gift of real-life perspective as opposed to just an emotional dump where they’re thinking, “What do I do with this?” And I think Ray Dalio said this, and this really stuck with me, of pain plus reflection equals progress.

And I think that’s a powerful statement. And I also think about all the things we’ve individually gone through during the pandemic, when somebody asks, “Tell me about something that happened during the past year that had a positive impact on your life? Or, tell me about something that really changed things for you.” That’s on us to really absorb, reflect, write about these moments in our lives and, one teach ourselves, and then, two, have the opportunity to share in profound ways so people will be grateful for the share, not only because, hey, you trusted me with that but you’re teaching me as well about what the struggle really means and how to work through it.

Pete Mockaitis
Yeah, I think that’s great. And it’s handy and it is of service. And, in a way, it’s, I don’t know, maybe it’s a sort of a sad commentary on human nature. It’s like, “Okay, so you’re struggling but what’s in this for me?” And, yet, that’s kind of there, so if you serve that up alongside, it’s helpful. So, I’m all for it.

Riaz Meghji
Yeah, and to that point, Pete, if the audience is asking, “What’s in it for me?” If you are a close confidant, there’s an opportunity, maybe that person who’s struggling is not giving you something but maybe they’re coming to you for something, and that can light you up as well of that, “What’s in it for me?” “Here’s my chance to help you,” and that’s a powerful point of building a relationship too. Because I find a lot of the times, we’re just quick to interrupt or drop unsolicited advice, but if I’m surrendering and saying, “Hey, Pete, can you help me out with this? Like, you’ve interviewed so many people, what’s your take on this?” That’s a chance to celebrate your wisdom and that’s a powerful tool as well.

Pete Mockaitis
Beautiful. Well, let’s hear the fourth one – be assertively empathetic. How do we do that?

Riaz Meghji
When you hear those two words, assertively empathetic, does that strike you as odd, like those two can’t go together?

Pete Mockaitis
It’s different because the emotional vibe of assertive is like, “I’m stating this is my position and this is what I need,” versus empathetic, it’s like, “Oh, yeah, I really want to understand.” They have a different emotional charge to them. So, yeah, when they’re side by side, it’s unique.

Riaz Meghji
Yeah, I asked that question because I find anyone that’s come across it, they say to me, “Well, is that an oxymoron? Like, how do you do both?” And the assertive side of things kind of touches on what we talked about in the listening without distraction of checking ourselves. In this time where it’s a polarized climate, whether it’s political views or just different ways of living life, it is so easy when we disagree on something to jump in, to challenge, to interrupt, to give that unsolicited advice to what we just talked to, and forget about the idea of acknowledging that person.

So, the assertive side really comes in checking ourselves and acknowledging, putting the focus on acknowledging that person even if you disagree with them, and allow them to express where they’re at and what they’re experiencing. And our philosophy really is, “How can we discover before we dismiss any type of idea and be curious longer?” And when we’ve acknowledged them and we’ve kind of heard about what’s going on, confirming, “Okay, our understanding is this. Here’s what you’re going through,” and then once the relationship has been prioritized, then it’s the opportunity to bring in logic and focus on what we can agree on.

So, like, “Pete, what’s the real challenge here for you? Like, what does your ideal scenario look like? And what would it take for this to work for you?” And the big goal of this, as we check our own emotional limitations and put that focus of “Look at you” is greater than “Look at me” in this, especially when things are heated, is we want to create a dynamic where it would be you and me, Pete, versus the problem instead of me versus you. And that takes assertiveness to check our own inclinations to jump in. And then the empathetic aspect to lean in, be curious, even when we disagree, to just give someone the opportunity to be understood.

Pete Mockaitis
Yeah. Well, I really appreciated those sample questions you were dropping there because I got the vibe. It’s like you were assertive in the sense of it’s like, “Oh, you’re really going for some territory here,” and how you’re approaching it. It’s like the heart of the matter, it’s the real deal stuff, and we’re not getting distracted by the irrelevant pieces. So, in that sense, it is assertive, but the content that we’re getting after is empathetic in terms of like the emotional stuff that we’re going for there.

Riaz Meghji
Yeah, and the power of questions really stands out. I found it fascinating, there was a study at the University of Wisconsin back, I think this was back in 2013 on difficult conversations. And they said, “Well, how do you create a safe space when someone has to convey negative news or you completely disagree on something?” And they talked about the notion of how we can own our own emotions. And it came down to the use of “I” statements. Like, “I’m feeling frustrated here,” “I’m feeling exhausted,” “I should’ve known better with this, Pete,” or even using the “I” statement in the question. Like, “Pete, how did I fail to show up for you here?” or, “Pete, what’s the question I failed to ask to understand where you’re at?”

All of that is a great deal of assertiveness to own the fact that something has been missed on my side, but, at the same time, the direction is complete empathy because you’re trying to get to the understanding of bringing somebody in so you show it’s us in this together and we can productively disagree as opposed to just have an unproductive confrontation.

Pete Mockaitis
Yeah, that’s cool. Perfect. All right. I’m just going to leave it there. I have nothing to add. That’s excellent. Let’s hear about making people feel famous.

Riaz Meghji
This final habit really kind of touches on what I believe people need most right now. And given everything we’ve been through, I feel like what we benefit from the most is having a cheerleader, or some sort of champion in our corner, and someone that’s going to say, “I see what you’re doing, Pete. Like, I see the great work you’re doing in this podcast. That previous episode you had with that certain guest, that gave me something that made my days better.”

And it’s this point of appreciation, recognition, but above all, specificity. And when we talk about this generic, “How are you?” the easy thing you throw out, it’s autopilot. It’s also autopilot, if I’ve listened to an episode that you’ve done, and for me to just email you and say, “Hey, Pete, great job on that last episode.” It’s such a throwaway. It’s such a missed opportunity for me to make you feel valued in terms of the work you’re doing but, more importantly, hone in on what it was. Because I can say, “Great job,” but the question on your side might be like, “Well, what exactly made it a great job?”

And a simple way to make people feel famous is how we practice specificity and how we praise others, and how we make it specific to a certain moment, how we make it personal of like, “Listen, this is how it changed my life.” How we make it public and champion it and share it on social media, and say, “Hey, check this guy’s podcast out. You want to be awesome? This is it. This is the place to be,” but connect it back to purpose, and saying, “This is how I made a difference in my life and here’s what I’m trying to do.”

And if we can do that and practice that habit of specificity and lifting people up and making them famous, so to speak, above all, it creates this culture of feeling valued and appreciated when we have this opportunity now to start to go back to work, and organizations are going to try to retain talent, there are going to be some big factors when people are deciding, “Where do I want to work? How do I want to work? And who do I want to work with?” And this final habit really touches in the idea of being seen and having a powerful sense of belonging. And it’s a simple thing we can do but I think it can have a profound effect.

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

Riaz Meghji
I just hope, if you’re listening to this right now, that the opportunity of breaking out of autopilot mode is something we all can control. And the whole objective of this message, if every conversation counts, is just to encourage people to just be more intentional whether that’s with how we listen, how we get curious, how empathetic we could be, or how specific we could be when we’re trying to lift people up. Let’s break out of autopilot mode right now and find ways to just energize our relationships and lift each other up.

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

Riaz Meghji
This one was given to me by my editor of my book last year when we’re writing in 2020 because I’m totally the guy that overanalyzes and overthink things, and my editor said, “Look, you cannot edit a blank page.” And that really resonated with me because the notion of trying to get it perfect the first time, I mean, you put aside your perfect persona. The editor encouraged, “Just put it down on paper whatever idea that might be and then let’s go to work on it and make it stronger and poke holes in it. But we can’t do that unless you just have the courage to just put down that initial thought.” So, I love the simplicity of it. You cannot edit a blank page. If anyone has a writer’s block, just put it out there, test it, experiment with it, and that’s how we can make it better.

Pete Mockaitis
And a favorite book?

Riaz Meghji
I really dig The Coaching Habit by Michael Bungay Stanier. And the reason I dig it is the simplicity of the questions that he asks. I mean, sure, it’s a book about coaching, but it really demonstrates the power of curiosity to open up windows of stories and conversations and deepening relationships. Simple read. Digestible read. Memorable read. So, The Coaching Habit is one of my faves.

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

Riaz Meghji
Well, I like this Blue Yeti mic. How’s the audio sounding so far on the podcast?

Pete Mockaitis
Sounds pretty good. Not too echo-y which is the only downfall of the Blue Yeti. But when in a low-echo room, it’s just right. So, I agree, for what it’s worth.

Riaz Meghji
You know, building on the simplicity of technology, it’s funny, like working in the keynote spaces and when you have the chance to contribute, the TV side of me wanted to complicate things and think, “Okay, we need this high-tech studio. We need all these things.” But, at the end of the day, the value is the message and how we’re going to move people, make them feel something. And kind of simplifying things, somebody introduced this Blue Yeti mic, I’m like, “Don’t I need like a fancy Shure 570?” And I know those mics are gorgeous. But they’re like, “No, just get the Blue Yeti. They’ll do the job.” So, as a tool, this has helped me. And if it’s sounding good for you and it’s sounding good for you listening, then, hey, I’ll go with the favorite tool as the Yeti.

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

Riaz Meghji
I think two things. The first being that pandemics don’t change our identity. They reveal it. And the big reveal that came from the last year is that human connection isn’t an option. It’s a necessity. And we all felt it at a deep level when those conversations that we’re used to, social rituals of high fives, hugs, handshakes, those are gone, and we lost a piece of what made us a community. And that human connection, now, is up to us to bring that back in impactful ways. So, I think those two thoughts right there about how pandemics impact identity and reveal it, and just the value of human connection, are two thoughts I’d like to share that seem to resonate.

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

Riaz Meghji
Just to the website RiazMeghji.com. I’ll spell it out because who can spell that name just hearing it for the first time? It’s R-I-A-Z M-E-G-H-J-I.com.

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

Riaz Meghji
Reach out to somebody. If you’re listening to this, reach out to somebody in the next 24 hours. Maybe it’s somebody that gave you a helping hand, maybe it’s somebody that gave you a confidence boost over the last few months, look, maybe it’s somebody that gave you a wakeup call, and called you out so they could call you up, and maybe you didn’t let them know how much that meant. And if you’ve been thinking about somebody, my challenge is reach out to them. Get specific on how they made a difference for you and watch the dynamic that can create.

Pete Mockaitis
Beautiful. Riaz, this has been a treat. I wish you lots of enjoyable conversations in the future.

Riaz Meghji
Pete, love you, man. Thank you for inviting the message on and just being in conversation in the space.

677: Optimizing Your LinkedIn for Maximum Opportunities with Donna Serdula

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Donna Serdula breaks down her four-point methodology for getting the most out of LinkedIn.

You’ll Learn:

  1. The crucial first step to building a solid LinkedIn presence 
  2. How to dramatically increase your reach with keywords
  3. The simplest way to grow your network tenfold 

 

About Donna

Donna Serdula pioneered the concept of LinkedIn profile optimisation, realising early on that the LinkedIn profile was so much more than just an online resume.

A job change in 2006 led her back to LinkedIn as Donna looked for tools to help her build a sales territory. It was during this time she had her LinkedIn epiphany and forged her LinkedIn 4 point methodology. By integrating LinkedIn into her sales process, she found tremendous success.

In 2009, she walked away from her successful sales career and founded Vision Board Media and LinkedIn-Makeover.com.

She is the author of the book LinkedIn Profile Optimization For Dummies, published by Wiley.

Donna has been featured on Forbes, Business Insider, Time’s Money Section, Wall Street Journal’s Market Watch, LA Times, NBC, SiriusXM Radio’s The Focus Group, and many other news outlets.

Resources mentioned in the show:

Thank you, sponsors!

Donna Serdula Interview Transcript

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

Donna Serdula
Hi, Pete. Thank you so much for having me.

Pete Mockaitis
Well, I’m excited to talk about branding, LinkedIn profile optimizing, representing yourself well. And what’s fun because I was just on your LinkedIn profile and, right off the bat, you impressed me with your use of the pronunciation feature which most people don’t use. And you didn’t just say “Donna Serdula,” which is what I did but you said, “My name is Donna Serdula. I help professionals represent themselves or brand themselves on LinkedIn and beyond.” I was like, “That’s awesome.” Like, you got a few seconds to work with and so you, right there at the very beginning, you’ve made it count, and I was impressed. So, it looks like we’re talking to the right person.

Donna Serdula
Well, thank you. They give you 10 seconds and if they’re going to give you 10 seconds, I say use all 10 seconds. I will tell you, right when they first put that out there, I was using like a little bit of the Batman theme from the 1960s Adam West show, I had that as the introduction and then my name, but that was cute in the very beginning, and then I decided, “Let’s get this a little bit more professional.”

Pete Mockaitis
Yeah. Well, well done. And it’s funny, I listened to mine, it’s like, “I’m a little soft. I should do it again.” All right, so I’m already inspired.

Donna Serdula
But here’s the thing. With your name, I kept looking at it in my email, and I was like, “Mocca? Mikatitis?” and then I went to your profile, hit that button, got the pronunciation, and thought, “Why didn’t I see it immediately?” But it’s perfect, like for my last name, very few people know how to pronounce it. And for those people who have an ethnic name, I think it’s a great feature. It helps people and it makes everyone a little bit more comfortable.

Pete Mockaitis
Well, so we’re going to talk about representing yourself on LinkedIn. And I’d love it if maybe you could kick us off by sharing what are some of the most wild ways you’ve seen people represent themselves maybe in terms of their titles or the headlines that made you go, “Huh?”

Donna Serdula
There’s a lot of ninjas out there. There’s a lot of ninjas, there’s a lot of rock stars

Pete Mockaitis
Okay, ninjas and rock stars.

Donna Serdula
But I like it. I have to admit when a person tries, I like it. I really like it. What I don’t like is when a person doesn’t try in any way and they upload a really just terrible profile picture and they just copy and paste old stuff that was developed years before, and they call it a day. To me, it’s a horrible, horrible thing. I really feel that people should think and really say to themselves, “How do I want others to perceive me? Where do I want to go in my life? Where do I want to go in my career?” and really be very thoughtful when you craft that profile because people are looking. They want to know what to think about you. And so, if you want to be that ninja, if you want to be that rock star, girl, go for it.

Pete Mockaitis
Okay. All right. Well, could you maybe kick us off by sharing a cool story of someone who did kind of rethink how they’re representing themselves and tweaked some things on LinkedIn and beyond and saw some cool results from it?

Donna Serdula
This is what we do every day, our clients come to us and they have problems talking about themselves, telling their story. It’s really, really hard to write about yourself. I’m thinking of a very specific client who had come to us. He was 56 years old, and the writing was on the wall, his position was going to be eliminated. He knew it. He knew the end date was coming. He was in technology and he was scared because at 56, he felt he was so far over the hill. He didn’t know where he was going to go, where he was going to get hired. He’d been at this organization for years.

And I remember him calling me and the sense of fear and dread and anxiety that was in his voice, and I remember saying, “Let’s take the bull by the horns and let’s make sure that you’re presenting yourself as who you are, that you’re relevant, that you’re interesting, that you’re energized, that you have so much to offer.” And we worked on the profile and we told his story, and we talked about who he was and what he represented and what he did and how it helped others. We infused the right keywords throughout that profile, and we did the same with his resume.

And he called me back six months later that he had gotten a job closer to his home. He was making 40% more.

Pete Mockaitis
Oh, wow.

Donna Serdula
Why 40% more? Not because he did such a great job but because he’d been in that company for so many years, he had never truly gotten the correct upticks in salary that he would’ve gotten if he was in just the regular market. And he was so gracious and so thankful that that’s what happens when you decide to represent yourself and tell your story and put yourself out there.

Pete Mockaitis
That’s great. Very cool. Well, a huge success story, so that’s encouraging and hopeful and inspiring for folks who may want to do some things that shake things up. So, can you tell us how do you start thinking about this whole thing? How do you represent yourself? And then maybe let’s get into some particulars for LinkedIn as a platform to do that optimally.

Donna Serdula
Sure. I believe that the very first step, at least with LinkedIn and branding yourself on that platform, it’s really important, Pete, to say, “Why am I on LinkedIn? What am I hoping to achieve?” Not everyone is on LinkedIn for job search. Some people are on it because they want to prospect and sell more. Some are on it because people are looking at them and they want to make sure that they’re utilizing it for reputation management, that when a person looks at them, they see someone who’s impressive, someone who has earned their confidence.

Others are doing it for executive branding to tell that story, to be perceived at a different level, and there could be combinations. But it’s really important to know why you’re on LinkedIn because your goal is going to determine your story and how you present yourself. If you’re in sales and your goal is to sell more but your profile is written like a resume and that goal is more for recruiters that you love to prospect, you’re just going to turn off your target audience which is prospects and potential clients.

Pete Mockaitis
That’s great. So, could I hear maybe a little bit of those implications in terms of, okay, if I’m in a selling of products or services mode, as opposed to selling myself mode, what are some key things I do differently based on the pathway I’m going down?

Donna Serdula
Yeah, it’s so important to really envision that audience, that person who you want to be reading the profile. And think in terms of if they were searching for someone like you, if they didn’t know your name, what would those keywords be that they’re putting into the search bar in trying to find you, to get close to someone like you. Those words are words that you’d want to infuse through your profile. That’s how you’re going to get found more often. And very, very few people ever really think that deeply about LinkedIn, they go, “Oh, I copy and paste my resume and I’ll be done.”

But LinkedIn is a professional network but it’s also a search engine, and recruiters and hiring managers are using it, but not just hiring managers. People in the media are using it, people who are looking for talent, who have opportunity to provide, they want to find someone like you, so you want to make it really easy for them to find you. But knowing what you want out of it and what that person would be interested in, that’s what’s going to shape the story.

So, what does a recruiter want? What are you targeting in that regard? Or, what’s going to impress a person? What have you done that you’re proud of that would make a difference? And once you have that down, jot it down. That’s what’s going to start to shape your narrative within the About section of your profile.

Pete Mockaitis
Okay. Certainly. Well, that sounds fundamental and yet often overlooked.

Donna Serdula
It’s so easy. Why doesn’t anyone do it?

Pete Mockaitis
Well, you take some time. Okay, seriously. Who do I want to see this? And when they see it, what do I want them to walk away thinking? And so, you’re thinking through that. And so with that kind of bullseye in mind, what are some of the key factors that make a profile make a great impression in terms of, “Hey, this is remarkable. This person really seems like they could be a winner,” versus, “Oh, okay. Next”?

Donna Serdula
I hate bullets. I hate bulleted lists. I just despise that. I also hate huge blocks of impenetrable texts where there’s not a single line break. It could be the most warmest, engaging copy ever written but if it’s hard for an eye to scan through, you’re going to turn people off. So, it’s not just what you write but it’s also how you format it through the profile. Like, line breaks, that enter or return key should be a good friend of yours. Don’t think like the old-fashioned paragraph concept that we were taught in school. You can actually break it up a little bit more, into more of like ideas so the easier it is to scan, the better.

I would say first person narrative. There are certain times, I have some clients that come to me and they have done the most amazing things. They’ve lived these incredible lives. Their accomplishments are huge. And when they write in the first person, it feels weird to them. It just doesn’t feel right. Those are very few situations where I’m like, “Okay, let’s write in third. It’s okay if you write in third person.” But for most people, they know that you’ve written it yourself, or you’ve hired someone to write it for you. You should write in first person, and write it in a manner where it’s warm, it’s engaging, it tells that story. It’s who you are. Why you do what you do? What does it mean to others? What do you stand for? What do you represent?

And when you talk about that, ultimately, it’s your why. I think it really resonates with people and they love that.

Pete Mockaitis
Well, yeah, I hear you there. And I’m looking at yours right now as you’re speaking. So, I hear what you’re saying in terms of breaking up the text so we’ve got some shorter paragraphs, maybe just a sentence at times, or, “Well, I do,” in the shortest. “Do you know what makes a LinkedIn profile stand out from the crowd?” New paragraph. “Well, I do.” That’s great. Okay, I’m intrigued. Okay. What are you about? So, I’m pulled in.

And then in terms of breaking up the text, you have a nice little bold, capital SERVICES, AUTHOR, SPEAKER, and then a little bit of an underline there, and that’s just easy-peasy to do, there’s no special tricks. You just push the bold button?

Donna Serdula
There’s no bold button.

Pete Mockaitis
Oh, now you’re a ninja and a rock star, Donna. How do we do it?

Donna Serdula
So, that is actually faux text. It’s Unicode. And so, if you visit my website LinkedIn-Makeover.com and you go to the free tools, I have this little wizard or online app, whatever you want to call it, where you type in, and it will apply formatting, but it’s not real formatting. It just looks like text but it’s more of like code and you copy it and you put it into your profile. And, voila! You suddenly have italics, you have bold, you have underline. You can even have cursive if you wanted to.

The one thing though, Pete, to know is that it looks like the word but it’s not so you shouldn’t be doing everything in that because it’s not optimized for search. The other thing is if a person who is blind and they’re using a screen reader, they’re not going to hear the right words because it’s, again, it’s fake texts. But, in small doses, it’s fabulous.

Pete Mockaitis
Oh, Donna, I just love talking to someone who’s just delved deep into the details, they’re somebody like, “It’s not actually texts. It’s code. So, here are some implications of that. Noted. It’s going to look great with some tradeoffs so use it appropriately but just know that you can use it,” and just about nobody does because I don’t think I’ve seen it before. So, kudos, Donna.

Donna Serdula
Thank you. Thank you.

Pete Mockaitis
That’s cool. Okay. So, that’s some of the particulars in terms of looking great and being friendly to the eyeball such that they’ll actually read it. And so then, what are some key thoughts for what we put in there? We want it to be friendly. We want it to make a good impression. Any particular do’s and don’ts?

Donna Serdula
I recognize that it’s 2021 and I shouldn’t have to say that the profile picture is important but, even to this day, it’s something that so many people really struggle with. So, a good do is work on getting a professionally taken photo. It does make a difference. Don’t just go with a selfie with weird things in the background. Don’t show your shoulders or your elbows. It’s a headshot for a reason, especially on a mobile phone which reduces it even smaller. You really want to make sure that it’s your face that’s filling that circle, so that’s a huge thing.

There’s a background graphic that very few people use, and this is a great place to really illustrate your brand and subtly suggest to people who don’t even have to read anything who you are and what you do and what you represent, so definitely utilize that. There’s a lot of areas to upload, photos and things like that, links to websites and whatnot. It’s now called the featured section. It actually provides like a carousel at the top of your profile, and that’s a fabulous place. Very few people don’t use it but I would definitely say it’s a do depending upon your job and who you are and what you do. It should be relatively easy to find something to populate that area.

Pete Mockaitis
Okay. So, we went right into some tactical stuff. Maybe I should zoom out a smidge. You’ve got a full-blown four-point methodology. Can you kind of walk us through that a little bit?

Donna Serdula
Step one, know your goal.

Pete Mockaitis
All right.

Donna Serdula
Know why you’re on it. We talked a little bit about that. Two, optimize your profile to your goal. Infuse your keywords. Tell the world who you are and why you shine. Three, start to grow your network. You need to connect. Have you ever seen that movie Glengarry Glen Ross?

Pete Mockaitis
Oh, coffee is for closers.

Donna Serdula
Yeah. A, B, C. Always be…well, I like to say always be connecting. Always be connecting. A lot of people say to me, “Ugh, I don’t get LinkedIn.” And then I look at their profile, they’ve got like 10 connections, or even just a hundred connections, and you really do need to have a network, so try to get that online network to reflect your offline network. So, connect, connect, connect. So, that’s three.

Four, so now you want to engage. Now, you want to start to go to that homepage and scroll through and comment and like and share, and start to post. That’s when you can network in your pajamas. That’s when things should start to come together for you. And that’s when you’re going to start to see that there is opportunity in those hills out there.

Pete Mockaitis
Well, yeah, so we’ve talked a bit about the first two. Let’s hit keywords for a bit now. Well, hey, if you’ve gone deep into Unicode, you may have some answers that I don’t know. So, I guess I’ve played just a little bit of the Google search engine optimization game. Boy, that is a full-time operation and many people have made that their careers in terms saying, “Okay, so what are the keywords? What’s a traffic associated with those keywords? What’s the competition for those keywords? Where can I win? How can I write content that hits those and gets me surfaced in Google?”

And hopefully it’s good as opposed to, “Oh, man.” Well, I think we’ve all read it in terms of, “You might be asking yourself, ‘How do I get a good price on a mortgage?’ Well, the answer to getting a good price on a mortgage involves three key things. The first step to getting a good price on a good mortgage…” You know, it’s like…

Donna Serdula
Yeah, the redundant, yeah, the repetition of the key phrase.

Pete Mockaitis
So, we don’t want to do that. But I’m wondering, like is there any keyword research tools that give us a sense for, I don’t know, like Python versus Django? I barely know what I’m talking about here, so apologies, Python coders. But you get the idea. It’s like there are some opportunities where I can describe a given skill or set of expertise with many different potential keywords. So, how do I know which ones to go for and optimize for?

Donna Serdula
And, sadly, when you’re on LinkedIn, in your account, looking at your profile, it really is almost like pin the tail on the donkey, wearing a blindfold. LinkedIn doesn’t give a lot of insight into how well your profile is performing for keywords, what are the most searched keywords. Those are things that they kind of hold in the back. They don’t show their cards very easily.

What I recommend doing is this. It’s knowing, “What do you feel would a person be searching for if they were looking for you?” And, yes, there is a whole bunch of different keywords. Choose the ones that you feel are the most obvious, the most used, and then use them organically through your profile. The fields that are most sensitive for search – your headline. That right there, if you can infuse top keywords in there, you will find that you turn up higher and more often for those keywords.

If you can use those keywords not in a repetitive or obnoxious way but you can organically use it in the narrative of your About section, that’s going to be very helpful. Again, not in a repetitive way, not in a bulleted list type of way, but you’re weaving them into your story. That’s a good thing. Job titles, again, perfect for keywords. Very few people do but that area does make a difference as does the job description.

So, if you could put it in those areas, and really think, “If I’m looking for a job,” look at the job description, look at a couple job descriptions, highlight. What are the words that you keep seeing repeated over and over and over again? What are those core competencies? What are those applications that you need to know? That will give you an idea. And then what you do, Pete, is you wait and then you watch, and you see. Are you getting hits to your profile?

Pete Mockaitis
Yeah. And they’ll tell you, like, “You’re viewed this many times,” so you know that. And I think it also tells you, “You’ve shown up this many times in search.” So, views of my profile – 1500. I’m looking at mine now. And so, I could see that and then I can just peruse, well, you looked at me. Hi, there.

Donna Serdula
I like to do my due diligence.

Pete Mockaitis
And I can kind of peruse. It tells you, “Found you via LinkedIn profile,” and it will also say, “Found you via homepage,” and found people similar to you but it doesn’t also say, “Found you via search.”

Donna Serdula
I don’t think it does.

Pete Mockaitis
Okay. Well, you set it straight.

Donna Serdula
But when they say, “Found you through the profile,” you can almost surmise that it was either they were doing a name-based search or they were doing a keyword search, and you popped up.

Pete Mockaitis
And I think your point associated with just knowing your audience is huge because, well, I looked at this once back in the day when I was doing more Myers Briggs training, which I’m capable of doing but that’s not been my focus lately. And so, you find tons of profiles that will have MBTI in their headline as their title, which, as a type practitioner, I know, and many others do, that that stands for Myers Brigg Type Indicator, which is the name of the tool.

However, I have learned that most people, when they’re searching for that, do not search for MBTI; they search for Myers Briggs. And so, just knowing that and, for all you Myers Briggs practitioners on LinkedIn, here’s a free one for you. Just about no one says Myers Briggs in their title even though that’s what more people look for. So, you can sort of try that out and I guess just maybe ask your target audience, like, “Hey, so if you’re kind of looking for someone to do a personality workshop for you, like what might you type into LinkedIn?” It’s like, “I don’t know, maybe Myers Briggs, maybe DISC.” It’s like, “Okay. Yeah, I know she did not say MBTI.” So, that gets you there.

Donna Serdula
Yeah, sometimes you get in the weeds of your own knowledge and you have to break through and step out and look at it. I see that a lot of times when people say to me, “Oh, I’m a dynamic person and I do all…” they’re using these crazy words and crazy jargon, and it’s like, “Talk to me like I’m a three-year old. Talk to your audience like they’re a three-year old. It’s going to help you really simplify the message and make it so much more accessible to the world at large.” Of course, you weigh that because if your target audience really does talk like that then that’s great. Go for it.

Pete Mockaitis
Yeah, that’s true.

Donna Serdula
But I think sometimes people do get a little too caught up in the weeds. They’re so close they can’t gain that focus.

Pete Mockaitis
Yeah, that’s great because I’m thinking I just recently learned the term capital allocator. I didn’t know what that meant. But there may be times you want to call yourself a capital allocator based on who you’re attracting, at times you want to call yourself a financial planner based on who you’re going after, even though there’s a fair bit of overlap in capital allocators and financial planners, “Well, Pete, actually, there’s several distinctions much like Python and Django.” But that’s a great perspective there in terms of how they would speak. And it’s unlikely someone is going to search for a dynamic multi-potentialite even though you might be that.

Donna Serdula
You might be. I remember a very specific client of mine had said to me, “Donna, before the profile, I was getting a ton of hits. I was getting found and I was getting a lot more inquiries on LinkedIn.” And, of course, I heard that, I was like, “Do you hate me? This sounds bad.” And he said, “No. Since you worked on the profile, you really dialed in to the right audience. It’s much more qualified, so, yeah, I’m getting less but the ones that I’m getting really want me and I’m aligned to those opportunities that they’re presenting to me. Before, I was getting all types of opportunities that I wasn’t interested in and was a waste of time.” So, you do have to sort of weigh it. You want to make sure that it’s the right audience and you’ve got the right message, and what’s coming to is good opportunity.

Pete Mockaitis
Yeah, that’s so great. And, as you say it, I think all the little pieces are connecting here in terms of like your image and your banner, was the term I used there, you got your headshot and you’ve got your other image at the top.

Donna Serdula
Yeah, we call it the background graphic but banner works too.

Pete Mockaitis
Your headshot, your background graphic, and it all comes together in terms of telling the story, like the individual pieces, and you might optimize incorrectly. I remember in my early days, I got some headshots and I thought, “Oh, man, this one I looked really…” I thought I looked hot. I was wearing a black buttoned-down and a dark background, and I thought, “Oh, man,” there’s like a smouldering gaze, it’s like, “Okay, yeah, Pete, you do. Great job. They caught a good angle. But, really, we need you to show up as the friendly high-energy speaker guy and not a model.” So, I was like, “Oh, yeah, good point. Good point.”

So, I might look not as good in a, I don’t know, GQ sense of the word in one headshot but, for the audience and the impression I’m trying to give, it works better even though, “My rosacea is more prominent in that photo,” well, we’re going to go with that one because it’s going to get the job done that we’re looking to get done.

Donna Serdula
I know it sounds so strange but, I always say, people feel this need to, because LinkedIn is this professional network, they want to look serious. But when they look serious, they tend to look angry. And you want to seem approachable, you want to seem friendly, you want to make it easy for a person to want to reach out to learn more about you. And so, upload a picture where you do look more friendly. And that, of course, trumps the professional picture. If a headshot, it may be well taken, but if it’s not presenting you in that friendly light, it’s not going to work.

I’m going to tell you another thing, Pete. This is huge and it’s so obvious. People who don’t include their contact information, they don’t put their phone number in, they don’t put their email address, and they make it very, very hard to reach you. One of my biggest pet peeves.

Pete Mockaitis
And I think maybe some people have a worry or a concern, like, “Oh, I’m going to get all these spam callers or all these random calling me.” But I’ll tell you, I’ve got my phone number in there. Hello, listeners, you can give me a ring. My phone number is in there and just about never do I get super random calls that I think are traced back to LinkedIn. There’s robo spam callers but they hit everybody indiscriminately. So, I think, yeah, if anyone has any worries on that dimension, in my own experience, and you’ve got a lot more LinkedIn stuff than I do, it’s really not that noticeable. I don’t think I’ve suffered any negative consequences for having freely shared that contact info there. What’s your take?

Donna Serdula
I believe if you want opportunity to knock, you’ve got to tell it what door to knock on. It’s just that simple. Put your information out there. I actually wouldn’t mind if I got a random Telepass calling if I also knew that I was getting all these fabulous opportunities as well. It’s almost a balance. But I agree, I really don’t get a lot of garbage. I get people who want my services, who need my expertise, people that I can help. And, to me, that’s a win-win.

Pete Mockaitis
Perfect. All right. So, let’s talk about build the connections and engaging. How do we get that well?

Donna Serdula
Yeah, I hate to say this. I really do. I feel like it’s been overstated but send connection requests, put in a nice little note, say something personable, let the person know why you’re connecting, unless, of course…and this is the thing. If you know the person, like I’m going to connect with you after this show. I don’t think I need to say, “Hey, we just talked an hour ago. I think you’re going to remember me.”

Pete Mockaitis
“Oh, yeah, Donna.”

Donna Serdula
So, in that situation, I don’t have a problem not adding a personalized note, like, to me you don’t have to do it always across the board. But if you are kind of going outside of your real network and you’re connecting to people from maybe a long time ago, it is nice to add a little bit of a personalized note to say, “Hey, do you remember me?” And I think it starts that conversation off. So, hit connect, give a personalized note if the moment calls for it, and keep connecting. It’s just not something that you do once. It’s something that you do often. It should be a part of your normal business world that, as you meet people, as you go into meetings, connect.

There’s that quote, “Your network is your net worth.” And it’s something that I think a lot of people dismiss. And I remember years and years ago when I was in college, a woman came and was like, “Oh, you got to create a network.” Like it just sounded so intimidating and strange. And, really, all it is is keeping in touch with people, being friendly, popping up to say hello, making connections. That’s all it really is. And with LinkedIn, it’s a very easy way to connect and grow that network and continue to stay in touch with people.

Pete Mockaitis
Okay, yeah.

Donna Serdula
So, that’s it. It’s that simple but it’s something that very few people do.

Pete Mockaitis
Well, so let’s say you’re one of those folks who has a hundred connections on LinkedIn, and you and I know that such a person knows many more people on LinkedIn, and they could go ahead and connect with him, and then the whole world opens up to you. And that’s what I found in terms of one side said, “Okay, I’m just going to go ahead and find some people I know, and I’m going to connect.”

And then, I don’t know, I felt just like a surge of powerful feeling just in terms of saying, “Okay. Well, shoot, now that I’ve spent a little time on this, like a huge universe is now open to me in terms of secondary connections. So, if I have like a hundred connections before, and then built it out to a thousand, it’s like, wow, I could get introductions so readily to so many places now. That’s hugely cool.” So, if someone is at a hundred, how do you recommend they get to a thousand real connections relatively painlessly?

Donna Serdula
Well, they could certainly upload their email address book and allow LinkedIn to do like a match, un-match and decide who’s already there, and just mass connect. That’s one way. Another easy way is to go into the My Network icon and scroll down that page. There’s a People You May Know area where LinkedIn makes these connections, they say, “Oh, you’re connected to Pete, and Pete’s connected to so and so, then you might be connected to that person.” So, that’s an easy way to do it.

I actually kind of just like the old-fashion sit down and really start thinking about the people that you’ve met throughout your career and your school and life in general, and just keep jotting them down in a notebook and see who’s there, see who’s connected. And then if you know someone, you have like a history with a person, you could go to their profile and look at their connections, and plod through that, connecting with the people that you know in common. So, those are all ways that you can grow your network.

But what’s really important is when you grow that network, you’re going to be found by more people because when a person is searched in LinkedIn, when they’re doing a name-based search, yeah, they’re searching the entire database of users. But if a regular free user is doing a keyword-based search, think of yourself, when you do that, you’re seeing first-degree connections, you’re seeing second-degree connections, and you’re seeing third-degree connections. That’s what you’re searching. So, if you want to be found by more people, and you want to discover more people, you need to be in more networks. And that opens up and it really explodes being found and getting found.

Pete Mockaitis
Yeah, I think that flywheel, that virtuous cycle really shows up because, let’s say, you have a hundred, you spend a little bit of time and then you connect with an extra 50. Well, now, LinkedIn has so much more useful information to share with more people you know, it’s like, “Well, as a matter of fact, I do know that person, and that person, and that person.” So, I find that it goes pretty darn quick in terms of getting there, it’s like, you make a bundle of connection requests, a week later, they’ve accepted. And now there’s a whole new bundle. Repeat, repeat, repeat, like, “Hey, what do you know?” In a couple of months, you went from a hundred to a thousand, and it didn’t take much time and it’s kind of fun, like, “Oh, what’s this guy up to? Oh, wow, it’s good time.”

Donna Serdula
Yeah, it’s true. And when you connect, use it as an excuse to maybe reach out and start more conversations. If you’re going to do a huge burst and you’re going from a hundred to a thousand, it might not be possible, but do try. As you’re connecting, see if they’re active on LinkedIn. And if they are, maybe just bookmark their activity and go back and check to see what they’re posting, and then engage with them.

And when you start to engage with certain people on LinkedIn who are themselves active, you’ll start to see that they fill your feed more often because LinkedIn likes to show their feed. They like their feed to be people that you know talking about the things that you care about. And so, follow the right hashtags, connect with the right people, engage with them on that feed, and you’ll start to find that LinkedIn is fun. It’s people that you know talking about the things you care about.

Pete Mockaitis
Absolutely. And then let’s talk about engaging. And, particularly, I’m curious about any pro tips on how to request an introduction? Like, let’s say, you’ve got your network, and you say, “Oh, wow, I’ve got second-degree connections and all kinds of places I’d like to learn about maybe to work or to sell or whatnot.” Any best practices for how we make that request, like, “Could you introduce me to so and so?”

Donna Serdula
Yeah, at one time, LinkedIn had a very structured process for doing that. They don’t now. If you’re looking for an intro button, you’re not going to find it. And the way you do it is more manual. You look at a person, you find them, you see who do you know that’s connected to them, and then you just send them a message. You can also go into More and, say, “Send profile,” and so you can send that person the profile with, “Hey, this is the person I want an introduction to.”

But certain things to keep in mind. I have 29,000 first-degree connections, so if you’re going to ask me to make an introduction to someone, there’s a very good chance that I do not know them personally. So, be aware that if the person has an excessive size network, the answer might be, “I can’t help you,” and that’s okay. Don’t get hung up on that.

But, at the same time, when you’re going to make that introduction, if you could give the person that you’re asking as much information, “This is how you can introduce me to them. This is what it is that I want from them,” and make it very clear who you are and how they can describe you and what you want so that person doesn’t feel like they’re helping a spam artist defraud someone. But make it as very clear as possible, I think you’re going to find that, even if that person doesn’t know that person very well, the introduction will take place and it will be successful.

Pete Mockaitis
Okay. Well, Donna, tell me, any other key things you want to share before we shift gears and hear about some of your favorite things?

Donna Serdula
I will say this, we touched a little bit about my formatter on the website and we talked about how important the LinkedIn headline is, and I will say to your audience, if you are sitting there and you’re looking at your profile, and you’re thinking, “I really do want to optimize this and I need help,” there is a free resources section on my website and there’s a LinkedIn headline generator. It’s a little app and they just fill out just a couple terms, put a little dot on different buckets that describe them, and it pushes out a headline that’s really awesome, and it’s optimized, and they’ll get more views and it’ll turn up more often in search. So, just know that there is a lot of free help out there and there’s an entire section on my website full of those types of tools.

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

Donna Serdula
This is a Tim Ferriss quote, and it says, “It’s lonely at the top. Ninety-nine percent of people are convinced they are incapable of achieving great things so they aim for mediocre. The level of competition is thus fiercest for realistic goals, paradoxically making them the most competitive.”

And I just love this quote because I find it’s so true. In fact, right before my father died, he had said to me, one of his biggest regrets was that he didn’t dream big enough. And this is something that I’m seeing as I work with my clients, executives, and entrepreneurs, and professionals from all over the world, it’s seeing people who have decided to dream big and go a little further and do a little bit more. And it is scary but you can. You can reach for the stars and you can do it.

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

Donna Serdula
This isn’t like an absolute study but I found this fascinating. If you were to fold a piece of paper in half 42 times, it would reach the moon. And I really love that. Just thinking about it, folding it 42 times, I couldn’t imagine that this is true but I started doing some Google. And it’s true, it’s the exponential growth, and this inspires me because it really reminds me that it’s just these little steps will get you somewhere much bigger.

Pete Mockaitis
Yeah, I guess that’s about a trillion sheets thickness there.

Donna Serdula
Oh, yeah. I think someone said you’d need like a sheet the size of the Earth, so you can get close to it.

Pete Mockaitis
Well, yeah, there’s so many parallel, well, takeaways in terms of compound interest or growth, or in terms of like what happens when something just grows and grows and grows. And a favorite book?

Donna Serdula
I’m one of those crazy people. I love the Think and Grow Rich and the Law of Attraction. I love that stuff. I love it so much. My favorite book is one where you either love her or you hate her, but I love The Fountainhead. I just loved it.

Pete Mockaitis
Okay. And a favorite tool?

Donna Serdula
I just recently purchased a reMarkable 2 and it’s a handwriting tablet so you can write on a tablet so you don’t need a notebook after notebook after notebook. It’s just this great gadget and it allows me to just do what I love to do, which is just handwrite but not use any more paper. It’s all digitalized.

Pete Mockaitis
And a favorite habit?

Donna Serdula
Which goes back to the reMarkable 2, which is I love journaling and I love to-do lists. And, to me, it’s so important to get what’s inside of you out, and I think there’s something very soulful and inspiring when you can take your pen and drag it. If it’s not paper, then you know the reMarkable 2, but really get your thoughts out there and know what you need to do, but also know what happens so you can start to see repetitions because our memories are so short. We don’t even know how short they are so it’s important, I think, to really record your successes and the record things that have happened so you can remind yourself, and you can stop making the same mistakes over and over and over again.

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

Donna Serdula
I’ve said, “Success on LinkedIn is getting off LinkedIn,” and I often hear people attribute that to me, and I did say it. And, to me, it’s about sometimes people hide on social media and they hide on LinkedIn, and they hide behind the messages and they hide behind the posts. And, really, I find that the best relationships I’ve had from LinkedIn are the ones where I’ve gone to the person’s profile, picked up the phone, and called them. And that’s where the real world is where the real relationships are formed. So, I’d like to say get off LinkedIn, call the person up, take them out for lunch or coffee, and I think you’re going to find that it’s an even deeper relationship that can be formed.

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

Donna Serdula
Certainly, LinkedIn. I always visit my LinkedIn profile but my website is LinkedIn-Makeover.com, and that’s got tons of free tools that talks about our services. Everything I do is transparent so you can see our pricing, you can see our examples, you can see our portfolio, everything is there.

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

Donna Serdula
Yeah, I’m going to go back to what I said earlier. Definitely, I challenge all of you to really think about who you are, where you’re going, and look at that profile, and don’t just align it to where you are. Align it to where you want to go. Make it more future-oriented. Tell people. Maybe not just show but really talk about what you’ve done, where you’re going. And if you need help, there is my LinkedIn headline generator and, certainly, we’re here to help as well.

Pete Mockaitis
All right. Donna, this has been a treat. Thank you so much and I wish you much luck in all of your connecting.

Donna Serdula
Thank you so much.

673: Maximizing Wellbeing at Work with Gallup’s Dr. Jim Harter

By | Podcasts | One Comment

 

 

Dr. Jim Harter says, "70% of the variance in team engagement is influenced by the manager."

Dr. Jim Harter shares the key practices that improve wellbeing at work.

You’ll Learn:

  1. The five key ingredients to a thriving work life
  2. Top tips for developing each area of wellbeing
  3. What most organizations get wrong about wellbeing

About Jim

Jim Harter, Ph.D., is Chief Scientist for Gallup’s workplace management and wellbeing practices. He is coauthor of the No. 1 Wall Street Journal and Washington Post bestseller, It’s the Manager. He is also the coauthor of the New York Times bestseller 12: The Elements of Great Managing.

Dr. Harter’s book, the New York Times and Wall Street Journal bestseller, Wellbeing: The Five Essential Elements, is based on a global study of what differentiates people who are thriving from those who are not. His research is featured in First, Break All the Rules, and he contributed the foreword to Gallup’s updated edition of this groundbreaking bestseller.

Dr. Harter is the primary researcher and author of the first large-scale, multi-organization study to investigate the relationships between work-unit employee engagement and business results. His work has appeared in many publications, including Harvard Business Review, The New York Times, The Wall Street Journal, Fast Company and Time Magazine, and in academic articles and book chapters.

Dr. Harter received his doctorate in psychological and cultural studies in quantitative and qualitative methods from the University of Nebraska-Lincoln (UNL).

Resources mentioned in the show:

Thank you, sponsors!

Dr. Jim Harter Interview Transcript

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

Jim Harter
Thanks for having me, Pete.

Pete Mockaitis
Well, I’m excited to dig into much of your wisdom and research. I understand that your latest here has involved a hundred million plus people. What’s the story here?

Jim Harter
Well, we’ve had a chance to study workplaces all over the world for quite some time, to study individual strengths of people in the workplace. We’ve developed various tools for selecting people into the right jobs, and we’ve studied workplace environments extensively both inside organizations. So, think about thousands of organizations conducting census surveys and mapping the data down to the team level so that managers get a report on how they’re building a culture.

Then, also, we do polls of the entire globe, the only real-world poll of the entire globe, on issues like how engaged people are in their work, their wellbeing, how they think about their lives, and how they experience their days. And so, those accumulated interviews with people add up to actually, a hundred million is pretty conservative.

Pete Mockaitis
And that’s interviews not survey responses. Interviews. That’s just huge. Hotdog! Well, while we’re here, I’ve got say the Gallup Engagement Research has been cited so many times by the hundreds of guests on the show that it’s just sort of an institution almost. And so, I’d love it if you could maybe, for everyone who’s wondering, how do we bucket it in terms of putting a person into the engaged, not engaged, and actively disengaged categories? How do we arrive there?

Jim Harter
Well, we started off by studying which elements of human nature at work predict performance outcomes and conducted very large-scale studies looking at which particular survey items predict not only how people feel about their jobs overall but also performance outcomes like productivity, whether they’re likely to stay or leave an organization; profitability, were their customers are getting served the right kind of way; safety incidents; absenteeism. We’d looked at all these kinds of outcomes and we found that there were 12 elements that best explain what a great workplace culture looks like.

And so, we had questions we tested over and over again. And so, there are 12 elements that go into that formula that we apply to get at the percentage of engaged, not engaged, actively disengaged. And the percentage that we come up with is really a high bar. If you look at our global data, only about 20% of people are engaged globally. And, in the US. we’re talking about 36% as of the end of 2020. The good news is those numbers have been going up.

And when we study organizations, we have seen them move from less than 20% engaged all the way up to over 70%. I say it’s a high bar because the criteria is performance. There’s a lot of organizations out there using other metrics like combining, on a one-to-five scale, the fours and fives together, and coming up with a percentage of favorable, oftentimes calling that engaged. That’s a pretty soft metric. That’s more like a satisfaction metric than a high bar kind of metric.

The reason for the high bar though, again, is it gets you to a real culture when you improve on it and it gets you to real performance outcomes when you improve on it.

Pete Mockaitis
So, it’s a high bar in terms of the robustness of the study. Is it also a high bar in terms of like the, I don’t know, strictness of the grading on the 12 questions? Or how do you think about that?

Jim Harter
Yeah, it is, because we looked at how each of those questions relate to performance outcomes. And so, if you think about like a on one-to-five scale, there’s a big difference between someone. I’ll give you an example of the question, “I know what is expected of me at work.” Only about half of the people globally can strongly agree to that. That means the other half are at least somewhat confused at what they’re supposed to do. Think about the problems that creates in the work environment when people just don’t know what to do next. That’s why managing is so important.

But a difference between a four and a five is very significant, and so we lean more toward people given those more…those strongly agree kinds of responses. It doesn’t mean that they have to strongly agree to every question, of course. But it’s a formula we apply based on how that scale relates to different performance outcomes. So, yeah, it’s a higher bar in terms of how we’ve determined, you can call them cutoffs, to determine whether you’re engaged or not, but there’s a reason. And the reason is it really gets an authentic culture when organizations improve on it. It gets into a very authentic culture where a leader can feel like they’ve got something reliable that they’ve built.

And it’s been particularly important to see this play out during crises. We’ve studied this research. We’ve conducted ten meta analyses now of how engagement predicts performance outcomes. But we’ve had a chance to study the relationship between engagement and performance during two previous recessions and now this one. And we find the correlation between engagement and performance is a little bit stronger during tough times.

And so, think of it as like an insurance policy, when the going gets tough, are your people going to get into more of a fight or flight mentality or are they going to be resilient and have your back because you’ve had their back?

Pete Mockaitis
Well, thank you. I’ve wanted to know that for a long, long time. I’ve seen the 12 questions, I’ve heard the 36% figure many times, and now we know that the 36% is a high bar. But I think it’s also a true bar in terms of if you just talked to your buddies, maybe a little over a third will say, “Yeah, I’m engaged. I dig it.” And others are like, “Yeah, it’s okay, I guess.”

Jim Harter
And there’s a big chunk in the middle there where they’re just kind of if they get a better opportunity, they’ll take it with another organization. They show up, do the minimum required, not much else, but they’re not the people who really are going to be resilient during tough times and surpass the competition with innovative ideas during the good times.

Pete Mockaitis
Yeah. And it’s encouraging that some workplaces have indeed gotten to 70% and that feels true as well in terms of if you talked to some folks at some amazing places, it’s like, “Yeah, the vast majority of people really are digging this here.” So, thank you. That was just an appetizer, an amuse-bouche to our main topic today. Wellbeing at Work is your latest. Kind of what’s the big idea here and some of the most intriguing discoveries from these many millions of interviews?

Jim Harter
Well, we wrote a wellbeing book back in 2010, and that one, we leveraged the global discoveries from that world poll I was talking about earlier. And the question we asked for that book was, and all the research we did leading up to it, was, “Are there some universal characteristics in people or elements that drive wellbeing in terms of people having a thriving overall life and experiencing really good days?

Well, we know that every region in the world is somewhat different culturally but we found there are five elements that were universal and consistently predicted thriving lives and great days for people where they had high interests, high enjoyment, lower levels of stress, worry, anger, or sadness, all those negative emotions we can list off.

And the five that we found, that writing was directed at individuals, “How do we help individuals live more thriving lives?” And the five are career wellbeing, social wellbeing, financial wellbeing, physical wellbeing, and community wellbeing. And they’re in an order for a purpose. This particular book, we decided to aim it at organizational leaders and managers, primarily because we see an issue right now where most organizations don’t have what we’d call a net thriving culture, where employees not only their work life in terms of their engagement, but also their overall life is either struggling or suffering.

And we saw this play out during the pandemic, in particular, where we saw drops in the percentage of thriving employees, in spikes in worry and stress in our global data. We’re seeing a continuous rise globally in the percentage of people that have negative emotions. And even before this pandemic, Pete, we were trending on what the new workforce was looking for. And one of the things the new workforce was looking for was a workplace that improves their overall life. It isn’t just a job. The separation between work and life had already started to fade away primarily because we carry these devices around with us that connect us to our work more often, maybe sometimes than we like, and sometimes we can connect with the work when we want to in our spare time.

But people in the younger generations, you can think about Millennial and Gen Z, expect their workplace to improve their lives. And all these trends that we saw pre-pandemic just got magnified. The number one perk people were asking for, pre-pandemic, was flex time. Boom! We had the great shift and a high percentage of people had that flex time. And there’s all kinds of things I can get into in terms of we trended a lot of data during COVID and continue to, so there’s a lot underneath that as well.

Pete Mockaitis
Well, that’s interesting right there. I mean, hey, so we got our flex time but my hunch is that we’re not so much feeling a whole lot of wellbeing during pandemic times.

Jim Harter
Yes. It’s interesting. Pre-pandemic, the people who worked from home 100% of the time, and, by the way, that was only about 4% of the population who were 100% worked from home, and suddenly that jumped up to 48% full-time work from home after the great shift that we call it. And 70% of people in jobs, at least some of the time, and most of those some of the times were most of the time working from home. But the interesting thing was pre-pandemic, those people who worked from home 100% of the time, that 4%, they had lower levels of reported burnout.

During the pandemic, the 100% work-from-homers actually had higher levels of burnout than the others. So, there’s something there. As I talked to organizations, almost all of them that had a lot of work-from-home folks during COVID or continue to, are planning on some type of a hybrid type option going forward.

The good news there is the hybrid employees, pre-pandemic, were the ones that had the highest levels of engagement at work. So, there’s a factor inside engagement around autonomy that’s really important. And great managers find ways to build autonomy into jobs and, at the same time, get involved with people in setting goals and holding them accountable but still have autonomy and connectedness with them.

So, the solution part of all this really does sit not exclusively but highly with managers because they’re in the best position to know what people are going through and get close enough to people to know their individual situation.

Pete Mockaitis
And so then, what are some of the key practices that contribute to teams and organizations becoming net thriving?

Jim Harter
At the organizational level, there are some, I think, really important foundational things you have to get right. I’ll come back to this later if you want me to, but there are some threats and some risks, there are barriers to organizations having a net thriving culture that if you don’t take care of those, you’re going to have some issues.

But one of the things is that it’s really important for organizations to think about those five elements of wellbeing that we listed. They’re all science-based. We know we can rely on them. If we work on those and improve them, we can make a big difference in people’s lives, and they’re all changeable to some extent. They’re areas everybody can work on.

But I would argue, the organizations need an organizational structure so that everything that they’re offering employees, they are aligning with at least one of those five elements or more so it makes sense to people, so people know why it exists and why it was developed by the organization. Too often, people might have programs, policies, perks that are offered by an organization, they either are unaware of it, or they don’t know why it exists, or just doesn’t come top of mind to them until there’s a crisis or something. So, the organizational structure is important.

It’s also important that the CEO is highly involved in building a net thriving culture. The reason for that is anytime we look at culture change, it’s owned from the top of the organization, not just stated but actually owned and an important value that the organization holds close. And we’re going to see more and more of that, I think, going forward with all the pressure on ESG, the Environmental, Social and Governance standards that are kind of finally coming to a head, I think, in terms of some more official standards. And at Gallup, we’ve been working on the people component of that, the social part you could say.

I think another thing that’s really important from a practice standpoint is to equip managers to move from a boss mentality to a coaching mentality, and equip them to have the right kinds of wellbeing conversations that don’t feel forced but rather are more natural. So, for them to have those natural conversations, there’s a progression that has to happen in terms of how they become upskilled.

I think, also, what organizations can do is develop a network of wellbeing coaches. And what I mean by that are people who’ve become experts in particular areas and gather best practices and share best practices. Part of that is peer to peer, I think, is really important. In the wellbeing space, people learn a lot from their peers because, “These are people like me. They’re not somebody who’s making a lot more money or whatever,” trying to tell them how to have higher wellbeing. It doesn’t have as high a credibility for them.

So, “Learning from people like me and getting ideas from people like me,” but collecting best practices and having some experts internally. An example would be there’s so much information out there about nutrition. You can look all over the place and you see little tiny studies that say something, and in the next month they say something else. I think organizations need someone who integrates the best science and teaches it back to employees so they know what they can rely on.

And then the other thing, I think, is important from a practice standpoint is to go through an audit how you’re doing things right now, your rules, your guidelines, how you communicate, your facilities, your incentive systems, how you recognize people, the different events and developmental opportunities you have available. Those can all be audited through the lens of, “Does this improve an individual wellbeing?” You can do it statistically, you can do it qualitatively, but just to go through and hold yourself accountable for everything that you’re doing right now and whether it’s really one utilized into, related to higher levels of wellbeing for people.

So, you can go to that level of detail on this but most organizations just want to start somewhere. And to start somewhere, you need to get some good measures in place and you need to see where you have variance, where you have some highs and lows, and start digging into what’s going on, and study some best practices inside your own organization. But, above all, equip your managers to have the right kinds of conversations to move on that boss to coach journey.

Pete Mockaitis
All right. Well, when we think about some of the particular practices that the coaches are learning and sharing, could you maybe give us one or two inside each of the five elements of wellbeing that really make a world of difference for a relatively small amount of effort?

Jim Harter
Well, we’ll just go down the list. Career wellbeing, probably the simplest and most efficient practice you can get really good at is through strengths. So, Gallup has a tool. It’s called CliftonStrengths and it’s a scientific assessment that will list off your strengths, your 34 strengths and there’s all kinds of combinations that anybody could get, but the key is to understand what your strengths are individually.

And when I’m talking about strengths, I’m talking about innate kind of characteristic that are not likely to change significantly once we become adults. We still change and evolve but they’re less likely to change and evolve than something like how we view our workplace or skills. It’s more innate. So, leveraging your own strengths, knowing about them, and leveraging them. It just leads for more efficient activities inside organizations where people don’t try to be something that they’re not and they develop through who they are in unique ways.

So, that’s probably the most direct one on career wellbeing. When people are using their strengths, we’d measure these in the moment, they report much higher levels of energy when they can do what they do best. So, continually figuring that out and refining it, but that tool I’ve mentioned can give people a big head start there.

Social wellbeing, it starts with onboarding, I think, in organizations. We have to make it a priority during onboarding where people get to know other people right away. And I think that became a challenge for organizations that were doing onboarding during COVID. There wasn’t a lot of hiring going on but, going forward, I think organizations are going to have to have strategies for how they do that because the advantage on the social wellbeing front is there for people who already knew each other in working from home and remotely. That’s not difficult to connect on Zoom and to have conversations if you already know somebody and have worked with them for a long time, but it’s really the newer people where I think there’s a big gap there that needs to be filled.

But social wellbeing, we have a question we ask on our engagement survey called…it’s worded “I have a best friend at work.” It’s kind of controversial because not everybody thinks that that’s important in the workplace but it links to all kinds of outcomes so we kept it in there. That’s a social wellbeing component. And people ask me, “How do you change that? How do you effect that?” I would argue it’s the easiest of the engagement elements to act on because it requires creating situations where people have a chance to get to know one another and kind of getting out of the way and letting human nature take over. We’re human beings. We’re social. We tend to connect naturally if we know something about someone else. So, it’s not one you have to try to force or anything like that, but just a couple of thoughts there on social.

On financial, the financial wellbeing is about two things if we’re going to boil it down. It’s about reducing stress. It can be related to money, of course, but it’s not completely about the amount of money you make. It’s also about how you manage that money to reduce stress, daily stress, and increase longer-term security.

Pete Mockaitis
Okay. How should I be spending my money to do that?

Jim Harter
Well, one thing is we have so much automation now, we don’t have to think about paying bills as much anymore, which helps a lot to reduce stress.

Pete Mockaitis
Well, when I have to write a check and I’m kind of irritated.

Jim Harter
Yeah, it is the activity of writing that check. So, automation can help. The other thing is once you take care of your basic needs, reduce stress, spending money on experiences, we’ve seen, other people seen, and the academic literature, spending on experiences less.

You develop stories, the stories might even evolve that you had during those experiences but they live on. Whereas, the physical purchases, while they’re nice for a short period of time, it kind of fades a bit. We’ve all kind of experienced that. But spending money on the right kinds of things so you’re building those stories and experiences with people, I think, is a really kind of creative way of prioritizing the extra money that you might blow on something else. So, I think that money management is a big factor, of course, but then kind of aiming it at, “How do I create more really good experiences with other people with the money?” Sometimes it’s your own individual experience but, in many cases, it’s experiences with other people.

Physical wellbeing. You might immediately think of physical wellbeing as disease burden or the lack of disease burden, and that’s certainly a part of it. Imagine your life in such a way where you reduce that. That became so apparent during COVID where the people who had less disease burden or just more resilient to the virus. And so, we had some of our researchers develop a model around that and it’s amazingly accurate at predicting mortality rates.

Pete Mockaitis
Now, when you say disease burden, does that just mean I have a lot of diseases or how do we think about that?

Jim Harter
Well, it can range anywhere from obesity to heart disease, to preexisting condition, cancer. Hypertension, so even depression anxiety falls into disease burden but those are more psychological. But the point we try to make about physical wellbeing is that the end goal should be…because some of our disease burden, we can’t do anything about, it’s genetic, right?

So, the goal under the physical wellbeing umbrella should be that we manage our life, in whatever situation we’re in, to increase energy so that we can get things done that we want to get done. And the things that we can influence involve what we eat, involve the quality of sleep that we get, and the movement, our movement. We call this exercise now. The people that we studied, George Gallup did a study of, he called them the oldsters but they lived to be 95 plus. And one thing that they had in common was that they kept working, by the way, until their, many of them, 70s and 80s. They just kept working but they had jobs that required them to move around a lot, not just all farming jobs either. There are all kinds of different jobs but they moved a lot.

They also ate smaller meals. They had jobs that they loved. They loved their work. Their spare time was spent with family and friends. So, you can kind of see those five elements coming out. They lived in a variety of different types of communities, some urban, some rural, some suburban so the type of community wasn’t a differentiator. But I just thought that was interesting that a lot of what he learned back then studying these people who lived long lives, even though their practices weren’t identical to what we can do now. They had some of the same themes that stuck out.

Pete Mockaitis
And while we’re talking physical, so move more, that’s good. Any quick best practices associated with the sleeping better and the eating better?

Jim Harter
Well, one is both too much sleep and too little are both bad, that’s what all the research is showing. But it’s really the quality of the sleep that’s the key, if you wake up feeling well-rested, refreshed. I’m a big fan of the short power nap, going conscious for 10 minutes, that’s very refreshing. I reviewed some research that I found very interesting that said, that showed, actually there’s a YouTube on as well that shows visually there’s a fact with sleep that it’s the only organ in our body, apparently, where the waste cells only leave, only get drained out or cleaned out when we sleep. The rest of our body is continuously getting rid of wastes.

Pete Mockaitis
So, the brain is the only organ?

Jim Harter
Yeah.

Pete Mockaitis
Okay, yeah.

Jim Harter
And you can kind of feel that when you take a nap or wake up feeling well rested. I use sleep in my writing, not that I’m writing when I’m sleeping. I just kind of learned this trick where day one, I’ll kind of try to get my head all the information I can around the topic I’m writing on, and in the next morning, after I sleep on it, it somehow kind of gets integrated better, and it comes out a lot more smoothly where I’m kind of struggling day one to even write good sentences. But I think sleep is a really good one to just kind of think about how you do it and when you do it and how you manage that effectively.

On diet, to me, and again there’s all kinds of advice on diet, but to me, from what I’ve read, the two takeaways are try to reduce processed food and eat smaller amounts. The calorie thing is still a thing. It still means something. There’s been so much emphasis on what you eat but the amounts still matters, and that’s the hardest thing to manage, I think.

Pete Mockaitis
All right. That’s physical. And how about community?

Jim Harter
Community, at a basic level, is about making sure you live in a safe area, having a safe place to live, and having housing that’s adequate for you and your family. And at a higher level, community wellbeing is about giving back, giving in a way that makes sense for you. And the giving part can vary by person. It can vary by stage of life, but organizations can really set people up for that by just sharing opportunities for giving, connecting people who have similar passions and interests together, and just providing a wide range of opportunities, and giving as an organization first.

So, “Here’s what we’re doing as an organization to contribute to our community and to society in general.” And many, probably most cases, organizations can do that through what they do in their work, their business, but outside of the work that they do, they can do it so many other ways as well. So, that’s an important one.

Neuroscientists found that the part of our brain that lights up when we get something, lights up even more when we give, so sort of the helper’s high. And so, again, I think organizations can play a huge role there and on all these elements by putting some defaults in place that make it easy for people to do what’s in their best intentions.

Pete Mockaitis
All right. Well, so we got some principles in terms of how organizations and leaders can facilitate some more good stuff happening and some specific practices for individuals. Can you share with us a cool story or example or a case study of a team or organization that went from, you know, not so much wellbeing to boatloads of wellbeing and how that unfolded?

Jim Harter
Well, those areas I listed off are the ones that I have seen leveraged the best. I think there’s still long ways to go for most organizations in the wellbeing front. So, for instance, on the career wellbeing component, we’ve seen people move from the bottom of our database over time all the way to the top decile of our database, top 10%. And they did that by being persistent, that’s one thing. But there’s kind of four patterns we saw in organizations that create change.

And one of them is, and I mentioned this earlier, it’s got to start strategically with the CEO and the board thinking about why they’re trying to create a net thriving culture or a highly engaged culture and articulate that and explain it to people so they know why it’s happening, that it’s not just a flavor of the month kind of thing, and it’s really a part of who we’re going to be as an organization.

Second, they had excellent communication. They just continuously communicated best practices and they continuously communicated “What we’re doing and why,” and it’s almost like over-communication so people know the why. And then all the way from when they’re fielding a survey to what they‘re going to do after it and how they’re going to create action plans and train managers.

The third is that manager piece. It’s upskilling managers from boss to coach is really important. And then the fourth pattern we saw was accountability. They make it clear that’s part of the manager’s job to engage their workers and to improve the lives of their workers. So, those are kind of some general patterns we saw but, yeah, we’ve seen organizations move from the bottom all the way to the top of the database. So, I know this stuff is changeable.

I think wellbeing is more difficult to change than engagement but you got to get the engagement part right first because that’s what I think as the nuts and bolts of managing. If you want to help individuals in your organization improve their lives, you’ve got to start by taking care of the work part of it because that builds trust where people aren’t second-guessing your intentions, and it builds more comfortable conversations so that managers and the individuals they’re managing can have open dialogue. And not everybody is going to want to talk about their whole life, and that’s fine, but it opens the door.

And, at minimum, managers can direct people to the right resources and help them know what’s there from the organization. But, at maximum, managers become coaches that actually help people improve their lives, give them some advice, and connect them to the right other people who might be on the same path as them.

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

Jim Harter
I talked earlier about some barriers or risks to improving a culture from maybe struggling to what we would call net thriving, where people in the organization not only have very positive views of their present life but also think the next five years will be even better. Those five elements I listed lead to that. But there are some barriers and they can kind of trick people, I think, a little bit.

Well, one of them, in particular, I’ll just list off a couple of them. One of them that I think maybe most commonly becomes a barrier are to assume that, “Our policies, programs, and perks will change your culture.” If that were the case, a lot of organizations wouldn’t have culture problems. I think policies, programs, and perks are very important but they won’t necessarily change your culture. What you need to change your culture are managers who are well skilled to lead other people because they’re, again, the ones closest to the lives in their organization.

And so, having poorly skilled managers is another big risk. And so, upskilling managers to move from boss to coach, I think, is really important. And that involves integrating several things that are kind of disparate in organizations right now. Over here, you might have a wellness program that’s offered to people. Over here, you might have employee engagement survey and program. Over here, you might have performance management. And over here, you might have learning and development. That boss-to- coach journey needs to bring all those things together so it makes sense to managers and so that it also leverages the strengths of each person. It’s a strengths-based journey where you’re starting off with who you are as an individual and building on top of that instead of trying to make everybody the same or trying to get people to become someone who they’re not.

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

Jim Harter
One of my favorite quotes is one that was attributed to the great Albert Einstein, but I actually looked it up, he actually said this in a more complex way, but, “Make everything as simple as possible but not too simple.” I’m a researcher, and the complexity is already there so, to me, one of the things I learned along the way is, “We’ve got to make sure that the research is A-accurate but also not too simple, but also applicable and useful to people.” So, I really like that quote.

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

Jim Harter
I’ve often referenced the Whitehall studies, the particular part of the Whitehall studies, were done over in Europe, where they tracked people longitudinally. And one subpart of those studies where they looked at mortality and heart disease and other future health issues. One subpart of that big study looked at workplaces, and they found that workplaces with better environments, they call it organizational justice, but workplaces with better environments, the concepts overlap with what we call engagement. Those better environments had lower risks of coronary heart disease and lower mortality rates, and they controlled for all sorts of things. So, I reference that a lot and I think it’s a really important research.

Pete Mockaitis
And how about a favorite book?

Jim Harter
I like Daniel Kahneman’s Thinking, Fast and Slow. I think it just does an excellent job of bringing together two parts of wellbeing, the remembering self and experiencing self, which we talked about in wellbeing at work as well. I think it’s important to think about those two parts of how we experience life.

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

Jim Harter
This is kind of geeky but I leverage a lot Google Scholar and PubMed because they’re just great sources for finding things quickly and searching.

Pete Mockaitis
And a favorite habit?

Jim Harter
I think that 10-minute power nap. I try to get it as many days as I can. It’s really important to kind of have a refreshing afternoon.

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

Jim Harter
Probably the one that I see quoted the most is “70% of the variance in team engagement is influenced by the manager.

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

Jim Harter
You could go to Gallup.com and we have a whole series of new articles and findings coming out all the time, reports, or I’m on LinkedIn as well. I’m pretty active on LinkedIn, that’s another place.

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

Jim Harter
I would say make sure you know your strengths and have them clearly in mind, and the strengths of your coworkers. And one thing to build on that is you got to direct your strength at something. Make sure you have a minimum of one meaningful conversation per week.

Pete Mockaitis
All right. Jim, this has been fun. Thanks so much and much luck to you with all your good work on wellbeing.

Jim Harter
Thank you, Pete. Appreciate the invitation.

671: How to Make Change Happen Faster, Easier, and Better with Jake Jacobs

By | Podcasts | No Comments

 

 

Jake Jacobs reveals why organizational change doesn’t have to be difficult and provides  key levers that make the difference.

You’ll Learn:

  1. How to keep change from becoming overwhelming 
  2. The hack to accelerate change 
  3. How leaders accidentally kill enthusiasm for change 

About Jake

Jake Jacobs helps organizations, teams, and individuals make monumental changes. He’s worked in 61 industries, from high tech to manufacturing. He’s consulted for 96 organizations, from Fortune 50 to community theaters and supported more than 210,000 people in changing strategy, creating cultures, and mergers and acquisitions. 

Jake has partnered with CEOs, front-line workers and middle management at Ford, Kraft and Marriott. He’s also helped create change in the City of New York, U.K.’s National Health Service, and the United States Army and Navy. 

Clients call Jake when they need faster, easier, better results. 

Resources mentioned in the show:

Thank you, sponsors!

Jake Jacobs Interview Transcript

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

Jake Jacobs
Thanks so much, Pete. I’m glad to be here.

Pete Mockaitis
Well, I’m glad to have you and I’ve got so many things I want to hear from you about how to leverage change but the first thing I want to hear from you is about your massive baseball card collection. What’s the story here?

Jake Jacobs
Well, first of all, we should tell your listeners it’s 45,000 cards, so for some people that’s considered massive; for others it’s just puny. But I started when I was about eight and just got the bubble gum and the packages, and then I hit about 15 and decided this was a potential way to send my kids to college at some point. And so I started ordering full sets and not opening them, which took the fun out of it but at 15 you’re kind of moving onto girls and other things. So, it sits actually in my parents’ basement, Pete, all 45,000. They’re not even with me. I moved into a house that I fell in love with a woman five doors down, so I can keep a ready eye on those cards.

Pete Mockaitis
Well, that’s good. Now, 45,000 cards, how much space does that consume in a basement?

Jake Jacobs
It’s a healthy pile. It’s a healthy pile. I think it’d go about waist high. And if I did the splits, I’m not terribly flexible, but if I did the splits it’d probably be about that far wide.

Pete Mockaitis
Okay, understood. That’s substantial. And then, in the basement, are you worried about flooding? What’s the estimated value when you think on this collection here?

Jake Jacobs
No, you haven’t met my father so there’s no flooding in that basement, brother. And I do have several Mickey Mantles and one card when the Padres were going to move to Washington. Nobody remembers this, but in ’72 they were going to move to Washington and they printed 500 cards with Washington on the card and then they decided not to go to Washington, so I’ve got one of those 500 cards. So, who knows? Neither of my kids ended up going to college.

Pete Mockaitis
Yeah, hotdog. There are just so much there in terms of do you view these as an economic-type investment or do you go and look at them from time to time? I’m just fascinated by people with big collections.

Jake Jacobs
Yeah. On podcasts that I’m on, generally, Pete, I refer to the economic benefits because some people think that I’m crazy having that many baseball cards and possibly even immature. But in my place in the world, I have a heart connection to them because it brings me back to mark, row, sorting baseball cards, putting rubber bands around them with the teams in little pieces of paper, and so I don’t need to open them, and I figure, yes, they’d be worth more if I don’t open them.

Pete Mockaitis
Okay. Fun. Well, so now we’re going to talk about leveraging change. I don’t have a great segue there. Just as sometimes teams change locations and then don’t change locations, some organizations fail to follow through with their changes.

Jake Jacobs
Absolutely.

Pete Mockaitis
And so, can you give us the rundown on when it comes to change in organizations, how often do those changes succeed versus fail and what’s behind that?

Jake Jacobs
Well, if you go by the Ready Reports, and in this is in the Harvard Business Review, this is in the Sloan journal, there’s all kinds of books that had been written on this, and the common number is 70% fall short of the objectives they set out to achieve. So, that doesn’t mean that they fell on their face, it just means that what set on to achieve, they didn’t. This is going to sound odd, but I actually, in 35 years of doing this work and had great mentors so this is not all on me, I had some of the mentors who started my field of organizational change, but I haven’t had a client disappointed.

Pete Mockaitis
There you go.

Jake Jacobs
After all that time and all that work. And I think part of it, Pete, goes back to like a “Never say no” attitude. So, if we haven’t gotten done what we need to then we’re not done with the work that we set out to achieve. And so, that notion of continuous improvement and hanging in there, and so when I work with clients, we get very clear on the outcomes at the beginning and what the deliverables are, and that’s what we work to. And I don’t have a clock going. Some consultants track things by time, I track things by outcomes. So, if we’re short of the outcomes, then there’s work to be done.

Pete Mockaitis
Got you. Okay, cool. Well, sounds like a good consultant work. Good stuff. Well, so then you’ve packaged a good bit of your learnings and insights when it comes to change in your book, Leverage Change: 8 Ways to Achieve Faster, Easier, Better Results. So, can you maybe hit us with a power punch to start. What’s a particularly surprising, fascinating, counterintuitive discovery you’ve made in your decades of work on change when it comes to change? Like, what’s something most of us don’t know but should know about this?

Jake Jacobs
Sure. So, Pete, what I would say is that you, your listeners, people who’ve written about change, studied change, practice change, both been changed and changed others, that’s what they focus on is, “What’s going to be different? What’s changed? What’s going to be different?” And at face value it makes sense. I mean, it’s what you’re trying to accomplish so why wouldn’t you focus on it?

I talk with my clients about what not to change. Now this is a different perspective. It’s what I call a paradoxical approach. So, each of the levers in this book states a common problem that organizations and people bump up against when they’re trying to bring about successful change. And then I have a lever, or a strategic action, a high-impact action, people can take to remedy that problem.

So, in organizations where there’s too much change, a lot of people talk about change fatigue, it’s like, “Oh, there’s one more coming down the pipe,” and what people hope for is, “This, too, shall pass. So, maybe we can get another leader and survive this change effort.” And I have a lever that’s called “Pay attention to continuity,” so what not to change.

And what I tell clients, very simply, is to make a list of all those changes that are going to occur in their organization. And they make a list, it’s a couple of flipcharts long, and it gets a little depressing in the room because it’s overwhelming. You’re surrounding yourself by all of these things that you’ve got to do differently. Then I tell them, “All right, we’re going to change gears. Now, what I’d like you to do is make a list of all those things that are going to stay the same, that are based on continuity. This time I want you to make the list twice as long.”

Well, people have a lot of ideas once they start thinking about what’s going to keep going the way that it’s always been, whether it’s who they work with, how they get paid, where they work, I mean, all kinds of things stay the same. But once they see this continuity lever, it shifts the energy in the room, it shifts the purpose that people have, how driven they are going to work. It changes the organization.

And I think that all of this focus on change is good and right, and it’s half the story. And it’s like trying to put a jigsaw puzzle together with half the pieces. You get a great picture of what’s on half that front of the board but you’ve missed half of reality. And so, that’s one that I think has been really powerful with people that I’ve worked with.

Pete Mockaitis
Well, yeah, I mean, that sounds powerful right there in terms of just the feelings you get, when everything is changing, is kind of uncomfortable. It’s sort of like a rising sense of, I don’t know, dread, anxiety, overwhelm.

Jake Jacobs
Those are good words.

Pete Mockaitis
And when you think about all the stuff that’s going to stay the same, it almost feels like after that it’s like, “Oh, no big deal. Okay, so I still got the same boss, I still got the same colleagues, I still get paid the same amount at the same frequency, I go to the same office, I use the same computer. Oh, but a couple of the software programs we’re using to insert inventory orders, or whatever, is going to be different? Okay.” It’s like, “What are we so stressed out about? Game on.”

Jake Jacobs
Yeah. And it really is I think it’s an emotional thing. I think that change goes to the heart of empowerment. And I’ve had clients tell me, “Everybody minds being changed and that people don’t necessarily mind change.” And so, if I’ve got my hands on the steering wheel and I’m starting to make some decisions about my future and I see that some of those are repeating the past, the way I describe it is that people find much firmer footing on that continuity side of the cliff, if you will, and they get a much firmer push-off into the unknown future. And so, you can be a lot more confident about how far you’re going to get because you’ve paid attention to the continuity.

So, when I even have executives give townhalls or they do communications, I had a client once that literally, in the working sessions that we held, it was about a rapid growth strategy and they needed to change a lot of things about how they did business and their roles and relationships and all kinds of stuff. And, in the meeting itself, he made sure that every time they worked on an issue around change, they worked on the same side of the issue but dealing with continuity.

And it was a very powerful session because it gave people permission at some basic human level to reclaim what was theirs. And I think that envisioning and creating our future is the most powerful thing that we can have and making that possible by reminding people of the things that are going to stay the same makes a big difference.

Pete Mockaitis
That’s great. Well, heck, Jake, let’s just get into it. That’s one lever and that’s beautiful. You’ve got eight of them. So, you tell me, should we just maybe do a quick overview and then dig deep into perhaps two or three more that make a world of difference for a lot of folks?

Jake Jacobs
Sure. I’ll tell you what the problems are that people bump up against and then just a short bit on the lever because I think there are a few that can lead to immediate action that people can take. Levers can be used by individuals, teams, organizations. They can be used with existing methods that people already have in place, and it’s like, “No, no, don’t give that up. Build on it and turbocharge it.”

They can be used at the beginning of a change effort or in the middle. They can even be used as informal tools where you don’t have a formal change effort but you’re just looking to do business a new way because the subtitle of the book says, 8 Ways to Achieve Faster, Easier, Better Results. So, if you’re into faster, easier, better results, these are good things for you.

And let me say one quick thing, Pete, because people may wonder, “Why levers? Like, what does this mean?” And it comes from a story about Archimedes who was a 3rd century BC Greek mathematician, and he was known for describing the power of leverage by saying, “Give me a lever long enough and a fulcrum on which to place it and, single-handed, I shall move the world.”

And so, I believe people can move their worlds in the arena of change by taking these levers and putting them under with the right results with a fulcrum and making change, something that can be faster, easier, and better.

Pete Mockaitis
Excellent. All right. Well, let’s hear some levers. Well, problems and levers.

Jake Jacobs
So, “Change takes too long.” Now this is one that you hear a lot from leaders and there is a lever, and I think I can talk more about this, which is “Think and act as if the future were now,” right? That’s number two. We’ve got one, “People reject your approach because it’s not invented here.” So, a lot of people will say, “Have you ever done this in my industry? Have you ever done this with an organization my side? Have you ever done it…?” And the answer to that is “Design it yourself.” There’s a lever that talks about “Taking the best of what you’ve used and actually looking back at your own organization’s capabilities with change and putting that into place.” So, design it yourself.

There’s “People don’t know enough to make good decisions.” In a lot of organizations, leaders appear to be making decisions that don’t make sense to frontline employees, and frontline employees are taking actions that leaves to throw their hands up. And so, this whole notion about not knowing enough, I have a lever called “Create a common database,” and it addresses this directly. And I’ve got a great story about that one with a client, too.

Then we’ve got “All change efforts must begin from the top.” So, this is one of my favorite ones because every consultant will come in and they will say, “Start with the senior executive team, get them on board, then cascade this through the organization. One needs to be transformed before they transform others. This is the way it goes.” Well, I say start with impact, follow the energy. So, that means start where you can make a difference and then follow where people want to do the work. And that’s a very different model than the waterfall approach that’s quite common.

So many ask, “What’s in it for me?” So, anybody who’s been in an organization may recognize the “WIIFM” way of talking about this, that’s, “What’s in it for me?” laid out in letters. So, the “What’s in it for me?” a lot of people see this as a problem, asking the question, like selfish, like there’s something wrong with the person asking it. And I look and I say, “No, this is a normal human reaction. This is not unreasonable to be asking ‘What’s in it for me?’”

So, the lever that I developed to address this is called “Develop a future people will want to call their own.” And if I developed a future that I want to be part of, then the “What’s in it for me?” question comes off the table, no longer is an issue. People get to only do their routine work of their daily job. Now I’m not saying that that’s unimportant but what I’m saying is that people yearn to make a significant contribution in their lives whether it’s in their places of worship, in their families, in their communities. It’s also true at work. And so, finding ways for people to make a meaningful difference is another one of these levers.

And then the last one. So, “People’s plates are already full.” You hear this all the time at organizations, they’re like, “I don’t want to take on change. I’ve already got enough to do.” And I have a lever that reframes this to say, “Make change work part of daily work,” that it shouldn’t be another item on the agenda, it shouldn’t be the meeting on Friday afternoon. You should be looking at it every day in everything you do, and that will actually change both your paradigm of what’s going on but also your experience of it.

Pete Mockaitis
As opposed to this extra bolt-on thing, it is rather the thing.

Jake Jacobs
Yeah, and it’s part of it. I had a client that was a team and they were looking at improving their performance, and they did an assessment and I was working with them instead of somebody else, and so they were like, “Well, let’s put a sub-team together, a committee, and they’ll study this,” and all this extra work that people resisted.

And I said, “No, no, let’s make this part of your weekly meeting. Every week we’re going to do something that improves your performance, whatever it may be.” And we started out taking part of the next meeting with feedback and the boss getting feedback first, and deciding what to do differently. But rather than separating change as “Another event, another item, that I got to deal with,” make it part of daily work.

Pete Mockaitis
Okay, cool. Well, so let’s hear about the common database. You said you’ve got a great story there. Let’s hear it.

Jake Jacobs
Yeah. So, this was in a merger and acquisition. And in that merger and acquisition, they needed to get a lot of people on board with the culture change. One of the organizations, I’m not going to be mentioning the organizations, but was a little slower, a little less rigorous, and worse-performing, and the other one was on the better side of that coin. So, what we needed to do was get everybody up to speed on what was going on with the merger and acquisition.

What we had were meetings. This actually took place around the world 200 people at a time but they don’t have to. You could do this with 10 people around a table. But what we did is we taught the frontline people about convertible bonds and debt and floating interest rates and all these things that the CFO and their people should be paying attention to, but what they were asking of these frontline people would not make sense unless they understood these business terms.

And so, they got a mini-MBA as part of these sessions. And that’s about people knowing enough to make good decisions. And so, that common database, it’s different for everybody. I do these LinkedIn videos, and one of them that I put up recently was “Do you know something that somebody else should know? Don’t keep it a secret.” So, this basic question of, “Do I know something, Pete, that you should know to be able to do your job better?” then it’s my responsibility to reach out and make sure that you know it rather than being too busy with my own work or having these senior leaders say, “People aren’t getting on board.”

Well, they don’t have the information you do. They don’t understand what the payoff is if we make these numbers this year instead of next year, and how much money saved, and what their bonus could be, and all those questions, I think, in that situation, needed to be information everybody knew. So, you get a mini-MBA if you need it as part of the work that I do.

Pete Mockaitis
And that’s intriguing, and I recall, boy, with my very first internships. My boss, Kevin, we were working in channel strategy for electrical components in terms of like, “How can we get distributors to sell more of our stuff,” basically is what we’re trying to figure out.

Jake Jacobs
Good internship.

Pete Mockaitis
And he mentioned, numerous times, how he did a training in finance, and that he thought of it again and again and again with regard to what shows up with like the share price and the earnings and the expectations, and how things bubble up. And I thought that was interesting in that that’s not sort of directly essential to know that, and, yet, everything you hear from the CEO just makes a bit more sense forever when you have that internalized. And I want to hear you elaborate on how the frontline workers understanding the convertible bonds improved what they were doing.

Jake Jacobs
Well, for one thing, it shifted their motivation immediately because if you understand that if you pay off that debt sooner, you save money for the company. And that money for the company, yeah, it’ll go into innovation, and it’ll go into next year’s budget, but some of it was going to go into their pocket. So, understanding the relationship between how fast they paid this debt off and what they could buy at Christmas was fundamental. They didn’t understand that.

And once they understood that the floating interest rate was there and why was it that they paid so much for this other company if it was underperforming, they understood what it meant to have those assets and what it meant to open new markets that they weren’t in previously on a global scale. And so, rather than just being US-based, they diversified their risks by going global and they diversified their customer base.

And all of these things which could’ve been on the rumor mill, which is very efficient, it’s one of the most effective communication strategies any organizations had, but around the rumor mill they were like, “We paid all this money for this company, and why did we? Look, they can’t even do their regular jobs right.” And that was the scuttlebutt on the street. And when they understood what that new business made possible for them, it made a lot more sense.

Pete Mockaitis
That’s cool in terms of immediate motivation for your compensation this year and what you can do as well as I think just enhancing some trust forever in terms of, “Okay, our senior leaders aren’t morons. In fact, they got a deep understanding of this thing, I’m just now learning about, that has implications for what we’re up to, okay. And I see how I fit into this.” So, even if there is not that direct connection to, “What can I buy at Christmas?” there’s a huge, I think, emotional energy lift that occurs there. So, that’s beautiful. Thank you.

Jake Jacobs
Sure. One other thing I’ll just jump in with, Pete, this is not just about people who don’t have to do with finance getting financial information. This is like even about what I do on my daily job and having information. So, years ago, there was something called open-book management that came out, and in plants and factories, they would post numbers on production numbers, and people hadn’t seen those before. They didn’t know what they were.

So, it’s not always this big leap in logic to say, “Well, we should teach somebody who’s on an oil platform enough to get an MBA.” But it’s like within your own team, do you know things that other people know? And like I said, if you’re keeping it a secret and you’re frustrated that your team is not performing well, then, I don’t know, it was Michael Jackson who said, “Take a look in the mirror and you might realize that you’ve got a lot more power in this situation than you thought you did.”

Pete Mockaitis
And just while we’re here, what are some things leaders ought not to disclose to more junior team members? Is more transparency, more openness always better? Or are there some guidelines, or limits, or times less is…?

Jake Jacobs
Yeah. So, there’s an approach that I take that really says you can have too much of a good thing, that there needs to be a balance between the sharing of information and the protection of information. And so, I worked with the Department of Defense and there was a lot of information they weren’t meant to share with other people. But if I have personal information about your performance, about the issues that you’re working on, about your family, about your development plan, there are a lot of things that I might know about you as a direct report of mine, and it’s probably not appropriate to be sharing all of that. It’s not helpful.

So, one of the things I would tell your listeners, and this answers the question simply, directly, and, I would argue, correctly, which is, “What do these people need to know to do a great job for this business and themselves?” And if you can answer yes to that 95% of the time, it’s a good thing to be talking about. And if sharing this is not going to make a profound difference for the performance of that team or that organization, like me talking about your personal issues, it doesn’t have a place in that, then they’re going to be safe sharing the information, and they’re going to be in a good place to protect what shouldn’t be shared.

Pete Mockaitis
All right. Thank you. Well, could you give us another story about a lever and action that made all the difference?

Jake Jacobs
Yeah. So, this is the one, when I talk about it, Pete, think it’s most unique. And it’s the one about change taking too long, that it being too slow, and leaders happen to complain about this a lot because they see what the benefits are, what needs to be different, and they’re trying to get things to move faster and they’re not for whatever reason. And I came up with this lever called “Think and act as if the future were now.”

So, what this means, it’s a paradigm shift, you got to think differently. Rather than the future being something that’s out there that will occur later, which sounds like common sense, what we’re going to do is we’re going to get some image of that future, however clear we can be, grab hold of that image of the future, pull it back into the present, and start thinking and acting as if that were our present now.

So, here’s a story that I have. There was a group of executives who were in deep debate, they had a day-long meeting set aside to figure out how to come up with a sales strategy in this new market, and they spent the whole morning arguing passionately about it, not as an unhealthy team. I mean, they listened to each other, but they came up with two answers to the question by lunch. And then people started to pick on sides and I could start to see this was not going to be a helpful way to spend the afternoon.

Now, this organization had said they wanted to create a participative culture. So, knowing my lever, I said to them, “Well, what could you do to create a more participative culture around this sales strategy issue?” Some of them looked around the table, didn’t know what to do, but there were a few of them who said, “Well, we’d probably get more salespeople involved in this conversation.” And that seemed to make sense to everybody.

So, they got out their version of a calendar, whatever it was at that point, and they started to make a meeting for next week when they would bring these people in. So, I saw this as a big, fat fastball down the middle, to go back to my baseball cards. And I thought, “All you got to do is swing,” because it’s going to make a lot of sense. And by that, I mean, I said, “Why wait for next week? You said you wanted to make a difference. And if you think and act as if the future were now, if you became that participative organization right here and right now at lunch, what would you do? Be in that future.”

And they said, “Well, we would grab the salespeople who were walking the halls here, and we would call up the ones that are out in the field, and we’d probably might even get some customers involved in this because we said we wanted to be bridging relationships with them.” And I said, “Great. Set it up for 1:00 o’clock, finish lunch, and let’s go to work.”

And what they found in the afternoon was this common database lever came into play, and a lot more people learned about what the issues were, and people on the frontlines talking about a new region of business, they had opened new regions before, they knew what was needed, they knew what was going to be a good or a bad idea.

And so, by learning that and by thinking and acting as if that participative organization was part of one that they were members of, they came up with an entirely different solution. It was a third solution that nobody in the morning had come up with but one that everybody in the room, customers included who were in on the phone, thought, “I got a lot more confidence in this being a path to take.” And what they found was they opened that new region faster than they’ve ever opened another region before, and it got to profitability faster than any region had before.

So, they came up with a good idea but it goes back, for me, to this, “Well, do we want to wait a week?” No, you lose time, you lose money, you lose energy, you lose political capital, all of these things. Why wait to get a better answer when you can start behaving as if you already knew it?

Pete Mockaitis
Oh, that’s good. And I think it’d be really fun if you are a salesperson in that afternoon who are just kind of surprised, pulled into a room full of senior executives, like, “Oh, okay. Well, I feel kind of special and important right now.”

Jake Jacobs
A little nervous too.

Pete Mockaitis
Certainly. And then that creates all sorts of good things in terms of some of the other levers with regard to they all make meaningful difference in that work and bringing it together.

Jake Jacobs
Absolutely. Absolutely. And the levers, Pete, work together that way so you can focus on one and start to make gains on two more where you don’t have to think, “Well, let me find a meaningful way for people to contribute. Let me find a way to create a common database.” They were working on thinking as if the future were now, and they got freebies in terms of what the results were on those other two.

Pete Mockaitis
That’s good. That’s good. Well, can you tell us, Jake, what are some key things to not do when we’re trying to get a change going?

Jake Jacobs
Yes. So, one of them, I think, is the notion that people see change as something that happens to them instead of with them. And so, if you can engage people in conversations that matter about their future and talk about the meaningful difference that they can make, avoiding those conversations, being nervous about those conversations.

I once had a client, it was a plant, and they were going to close. It was in Cleveland, it was a casting plant, I won’t tell you the company, but it was going to close. And so, they held a big meeting, there were 300 people, to talk about it. And there’s one woman who stood up and she said, “Look, if closing this plant is going to create an opportunity for my son to work at the plant the next town over, I’m willing to close it here.” The place went dead silent and it’s like, “Was she serious?” I mean, that’s something that you’re not really supposed to be talking about. It doesn’t make sense to talk about and, yet, for her, she decided that that was important.

So, a lot of people, when they deal with change, emotion is something that’s off the table. You shouldn’t be talking about how people feel. And what she did is she put on the table, her bare to her soul, and I’ve worked with clients a lot of times. I had a leader once who basically said, “We’re not dealing with feelings; we deal with facts and figures in here.” And his people were dying because of the support they needed and they couldn’t even ask for it because they saw it as a sign of weakness.

And so, if you can create a culture in your team or your organization, where people can speak the truth, and including their emotions and put it on the table, even this woman, it was a safe enough environment for her to stand up and say, “Look, I’ll put my job on the line.” But I think, too often, we look at change as a project, and it’s got deadlines, and it’s milestones, and it’s got resources, and it gets very cold and calculated, and we’re dealing with human beings, and that’s not how we’re wired.

Sure, you’ve got to pay attention to all those things but if you’re not looking at people’s experience of the change and asking them, “What’s going to make it better?” you don’t have to have the answers, but if you ask them, they know most of the time what’s going to work better for them. And so, that ask, and then you got to listen. So, if you’re asking and don’t pay attention, you’re in worse shape than if you hadn’t asked in the first place.

Pete Mockaitis
“Man, you don’t care.”

Jake Jacobs
Right. Charlie Brown, Lucy and the football, and Lucy pulls the football out and Charlie Brown ends up on his backside. It’s like asking people what they need and then ignoring it entirely – not smart.

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

Jake Jacobs
Yeah. So, this one is actually one that I’ve used a lot of ways in a lot of places. So, this comes from Thomas Jefferson and it goes back to 1820, and he said, “I know of no safe depository of the ultimate powers of society but the people themselves. And if we think they’re not enlightened enough to exercise their control with a wholesome discretion, the remedy is to not take it from them but to inform their discretion.”

So, I think what he was saying is if people don’t know enough to be smart about decisions they need to make, then educate them. Help them make good decisions. Don’t take those decisions away from them. So, I’m a big believer in engagement in organizations for all the right reasons. It’s not right all the time but in a lot of organizations today, we err on the side of not informing discretion. So, I think that’s less of an issue for most people to deal with, but I think Thomas Jefferson in 1820 had it pretty darn well.

Pete Mockaitis
Thank you. Well, now could you share a favorite study or experiment or bit of research?

Jake Jacobs
Yeah. My mentor’s mentor, Ron Lippitt, people don’t believe this but actually, was a significant player in the invention of flipcharts, being if you want to claim the fame. Ron was at the University of Michigan, and what he studied was the difference between what he called preferred futuring and problem-solving. So, what he did is he gave two groups the same situation. One of them was to go about it as solving a problem, “What’s wrong? What do we need to do to fix it?” The other, he came up with this thing called preferred futuring, which said, “We’re in our future and what did we do to get there?”

And what they found at the end of this study was that people who were in the problem-solving group had less energy at the end, greater blame on other people, and they had reduction of pain solutions. So, it’s like, “It won’t be as bad if we do this than it normally would.” The preferred futuring group was the exact opposite. They were more energized at the end, they took more ownership of the situation, and they found innovative solutions to their problems.

So, this preferred futuring is actually the precursor or the father of all the visioning work done in organizations today. Until that time when Ron did this experiment, problem-solving ruled the day, and this was in the ‘40s, but he had the insight to say, “Maybe there’s another way.” And now it’s so commonplace, people would look at you like they had their heads screwed on backwards if you didn’t think about what the vision for your organization was going to be.

Pete Mockaitis
Well, thank you. And how about a favorite book?

Jake Jacobs
So, for me, I think that my favorite book is a book called The Practical Theorist. It was written by a guy named Al Marrow, and it was written about the founder of my field of organization change, his name was Kurt Lewin. And The Practical Theorist was saying, Lewin said, “There’s nothing so practical as a good theory.”

So, to me, it’s very concrete because I love the story. It’s very useful for the listeners. He was in Germany before World War II, and they used to sit and have coffee at the cafes, if you can imagine, and students would sit with them, and they had this wondering about, “Would the waitress remember the bill better before or after it was paid?”

And what they decided was it was going to be before it was paid. Other people decided after. So, they asked the waitress what it was before and what it was after. She could remember to the Deutsche Mark before it was paid, she had no idea what it was afterwards. A woman named Bluma Zeigarnik took this on as her doctoral thesis and it became known as The Zeigarnik Effect.

And what it says is that people have greater recall and motivation to go back to unfinished tasks. So, don’t tie a bow around something at the end of the day or the end of a meeting. Keep it open and you will find that people would be more motivated to go back to it the next day, or the next meeting, than if you finished something at the end of the meeting. So, a lot of times there’s this mad rush to get through the last slide or to get the last agenda item covered, and I would say don’t. Leave it for next time and you’ll find a lot more energy to work on it.

Pete Mockaitis
That’s interesting. And, likewise, I think, for, I don’t know, books, movies, stories, TV shows, like if the story is not quite finished, it’s like, “Ooh, what’s going to happen?” You got to know and you keep going.

Jake Jacobs
Absolutely. I think a lot of sitcom writers probably studied Kurt Lewin before they got into sitcom-writing.

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

Jake Jacobs
Yeah. So, this one for me is that I find that listening is the most powerful tool that I have at my disposal and it’s readily available anytime, place, or with anyone. And when I say listening, I mean listening to see the world through their eyes. And so, I talk with my clients about four magic words that they can use whenever they’re in trouble. It’s like you get a little hot under the collar, you start breathing a little faster, you start interrupting the other person, like we all know what it looks like for our own version of that.

And I tell them, “As soon as you start to feel that happen, say, ‘Could you say more?’” And that gives an invitation to the other person that they have the floor still, and it creates a safe place for that person to go deeper into whatever it was that they were saying because you’re inviting them. So, when I give you an invitation, Pete, that says, “Could you say more?” you’re going to feel better about sharing it with me.

And the other thing it does is it interrupts that whole building of interruption and heat and breathing, all those things when we get a little ticked off. But when you say, “Could you say more?” well, one thing is they see Jake in their face saying, “Say it,” and hopefully your listeners will hear me next time they get in that situation. But it’s very practical advice. I think, like this guy who wrote the book “The Practical Theorist,” it’s like, “If you can’t put theory and put it into practice, then it’s not worth knowing in the first place.”

Pete Mockaitis
All right. And is there a particular nugget that you share that really connects and resonates with folks; they quote it back to you often?

Jake Jacobs
Yeah. So, this one goes back to that lever about “Think and act as if the future were now.” I interviewed people to put on my website, clients, and half of them came back to me and said, “You know that thing you say about living in the future and making it happen today? That’s been really helpful.” And one of the people said, “Yeah, I went back to my team the next day and there was a guy, after I said that, who was like the chief engineer, had a whole list of things that he needed to start doing differently if he was going to operate and do business in new and better ways.”

And so, that has been something that a lot of people have come back to me and said, “You know, one thing, for sure, that I’ve taken away from my time with you is that quote and putting that quote into practice.”

Pete Mockaitis
Let’s hear it one more time.

Jake Jacobs
“Think and act as if the future were now.”

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

Jake Jacobs
I would point them two places. One, my website JakeJacobsConsulting.com. The other thing that I would encourage them to do, if they’re not on LinkedIn, I’d get on it, but if they’re on it, look me up there, I’m Jake Jacobs. And I’ve got a short Jake on Change, two-minute videos, that I put up there, there’s articles, there’s quotes, there’s all kinds of materials because I believe you go into the world with open arms. And the more you share the more you receive. So, it’s really important to me to make sure that I continue to push my own thinking, and I continue to give whatever gifts I have to other people so it will help them create faster, easier, better results, whatever they may be working on.

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

Jake Jacobs
Yeah. I think that the final challenge is for them to picture a day when the results they’re working on for their change effort are achieved, for them to picture a day when somebody who’s been resistant to their change work comes up to them and says, “I’m really glad I got involved. I’m excited about the future we’re creating,” and to picture a day wherein their organization, faster, easier, better results just become the way of doing business. It’s not something special or different. It’s just the way that we operate.

And if they could sit back and picture those days when those things are happening, I think they end up getting pulled into the future more by what Ron Lippitt would call their preferred future or vision, and less of it is about getting mired trying to solve today’s problems. It’s much better to get pulled forward than pushed from behind.

Pete Mockaitis
Well, Jake, thank you. This has been a treat. And I wish much luck in all the ways you achieve faster, easier, better results.