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

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

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

You’ll Learn:

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

 

About Tim

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

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

Resources mentioned in the show:

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Timothy Clark Interview Transcript

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

Timothy Clark
Thanks, Pete. Thanks for having me.

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

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

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

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

Pete Mockaitis
Well done.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Timothy Clark
A hundred-forty total.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

631: Accelerating Growth through Coaching with Andrea Wanerstrand

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

Andrea Wanerstrand shares how widespread coaching has helped transform Microsoft.

You’ll Learn:

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

About Andrea

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

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

Resources mentioned in the show:

Andrea Wanerstrand Interview Transcript

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

Andrea Wanerstrand
Hi, Pete. How are you today?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
Is that the Michael Bungay Stanier coaching habit?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
That’s huge.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
Awesome.

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

Pete Mockaitis
And a favorite habit?

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

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

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

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

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

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

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

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

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

630: How to Work with a Boss You Don’t Like with Katherine Crowley

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Katherine Crowley says: "If you're feeling hysterical, it's usually historical."

Katherine Crowley discusses what to do when your boss is holding you back.

You’ll Learn:

  1. What to do when your boss gets under your skin 
  2. The 20 bad boss behaviors that drive employees nuts 
  3. The most important thing you can do when managing up 

About Katherine

Katherine Crowley is a Harvard-trained psychotherapist and career consultant. She helps individuals identify and tackle psychological and interpersonal obstacles to success. She assists with career assessment, developing a personal vision, improving interpersonal skills, and creating work/life balance. 

Katherine is also the co-founder of K Squared Enterprises, a Management Consulting firm dedicated to helping individuals and companies accomplish their business objectives while navigating the psychological challenges of working with others. She is the co-host of the podcast, My Crazy Office, which is a weekly workplace podcast dedicated to helping listeners navigate their careers. 

Resources mentioned in the show:

Katherine Crowley Interview Transcript

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

Katherine Crowley
Hi, it’s so fun to be with you.

Pete Mockaitis
Well, I’m excited to dig into your wisdom. And you also got your own podcast called My Crazy Office. Could you tell us perhaps one of the craziest office stories you ever heard.

Katherine Crowley
Oh, my gosh. Well, actually interesting, one of my most strange experiences was when I was working for a business owner, and she was running two businesses at the same time. And so, my entire workday consisted of finding notes passed under the door of the office that I work in, in her home, and fulfilling whatever the task was that was required, having no idea what the output was, you know, what the outcome of my work was actually creating, and rarely seeing her except once or twice every couple of weeks. So, that was a strange, that’s what we call an absentee boss situation but it was just so strange because I was living in this world where I don’t fully understand what went on.

Pete Mockaitis
Okay. Well, so you have logged a whole host of such boss behaviors, and you’ve got a great title in your book Working for You Isn’t Working for Me: How to Get Ahead When Your Boss Holds You Back. So, tell us, what’s the big idea behind the book?

Katherine Crowley
Well, actually, what’s interesting is that book, Working for You Isn’t Working for Me, came out of the first book we wrote Working for You is Killing Me, which was actually more about peer-to-peer managing up, managing down. And when that book came out, it was a national/international bestseller because it spoke to the pain of so many people. But the one thing that everyone told us, because Kathi Elster and I traveled all over the country giving talks and workshops about how to handle difficult people at work, and every lecture someone would come up and say, “You don’t understand. It’s my boss. That’s different. This person can fire me or demote me.”

And so, we realized that we needed to write a book specifically about dealing with the boss because what we learned was that people don’t quit jobs, they actually quit bosses. So, Working for You Isn’t Working for Me was about coming to terms with, “If you have a difficult boss, how do you manage them rather than waiting for them to manage you?”

Pete Mockaitis
Oh, well, there’s much to dig into here. So, let’s start with your four-step program for dealing with difficult bosses. Can you lay out those four steps and give us some examples of them in action?

Katherine Crowley
Absolutely. And the interesting thing is from the Working for You is Killing Me there’s a four-step of unhooking, and we apply the similar thing to the Working for You Isn’t Working for Me. So, I want to talk about the unhooking process because I think it’s very effective if you can do it. So, the four steps are that you unhook physically, you unhook mentally, you unhook verbally, and you unhook with a business tool. And that means nothing except that the first thing you have to realize is that you’re hooked. So, you know that a boss is getting under your skin if you find that you’re having physical, emotional, mental reactions every time you interact with this person.

And so, if you notice that you get a headache, that your stomach feels tight, that your shoulders hurt, that you have a hard time breathing, that you feel exacerbated after every meeting, you then can establish that you are hooked. Once you established that, then you can start to unhook. And the unhooking physically part, so let’s imagine the favorite tough boss, which is the micromanager, the super controlling, oversees everything you do, and doesn’t let you make any decisions on your own. If you had that kind of a boss, what you could do to unhook physically would be that you might, at the day’s end, work out, or go for a run, or go for a walk. You could splash water on your face, you could go for a drive, you could do something physically that helps you release the toxic energy that you may generate by having to deal with this person day in and day out. So, that’s unhooking physically.

Then, unhooking mentally has to do with kind of talking yourself off the ledge. So, let’s say your – this is very common – micromanaging boss insists that you report on every single thing that you do and everything your team does, and you find that to be just offensive. Unhooking mentally, after you’ve cooled your system down by physically unhooking, would be to ask yourself some important questions, like, “What’s happening here? What are the facts of the situation? What’s their part? What’s my part? And what are my options?”

So, going back to the micromanager, what’s happening? “This person is insisting that I give reports on a daily basis about what everyone is doing and it’s ridiculous.” What are the facts? “My boss is requiring this of me and it’s part of my job.” What’s their part? “So, maybe they’re super controlling. They don’t trust anything we do. It drives me crazy.” That’s the fun question to answer. But then what’s my part? And in this case, it could be that, “My part is that I’m taking their behavior personally, that I’m assuming that this person only doesn’t trust me, and that it’s all about not respecting my work ethic.”

So, then your options are, with a micromanaging boss, you could continue to resent them. That’s always…you’re allowed to do that. You could quit. You could badmouth this person and tell everyone how horrible they are and hope that they quit. Or you could say, “Okay, I’m working with someone who needs control. And so, what would happen if I just followed their requests and see if I can establish trust with this person?” So, that’s where you could get to by mentally unhooking.

Next, unhooking verbally is saying something to move the situation forward. So, with this boss, there’s a high-road and low-road verbal communication. Low-road would be, “I can’t believe we have to write these stupid reports. Don’t you think we can do our jobs?” High-road could be, “I understand that you’re concerned that we’re all on the same page, so let’s try this out and meet in a month and see if it really works as a system.”

And then, unhooking with a business tool is to pick from some kind of thing, whether it’s a procedure, a policy, a document, to complete the transaction. And so, in this case, you could say, you could send a follow-up email and say, “I understand that we’re going to be doing this reporting system for a period of time. I look forward to tracking it and seeing if it really works for you and open to feedback along the way.”

And so, now you’re taking yourself from the hooked part where you’re furious, you can’t stand the person, and you are in a powerful struggle with them, which is usually what happens with bosses that we don’t like, we get in power struggles, to calming your system down, finding viable solutions, and moving the situation forward.

Pete Mockaitis
And so, the business tool piece there, that was just sort of an email or are there different business tools? Tell us what you mean by that.

Katherine Crowley
It in this case it’s an email. So, business tools, what we’d say about those is those are…they’re actually, they’re always with you. They take the emotion out of a situation, because, so often, what happens with bosses and coworkers who drive us crazy is we take them personally, right? So, business tools, anything that clarifies the parameters of your work situation. It could be a job description. It could be company policies. It could be documentation. If someone does something over and over that drives you nuts, usually we just store the instance in our mind and feed a big ball of resentment. What you could do instead is document. That’s a business tool, to write down what happened, to describe the effects that it’s having on your job, to be clear about the costs that may come, that it may cause the company.

So, it’s taking whatever the situation is and looking, “What’s the business tool I can apply here?” whether it’s, let’s say, if someone’s a chronically late person, well, there may be time policies at your workplace that you could apply to the situation rather than feeling insulted by their tardiness.

Pete Mockaitis
Okay. Thank you. Well, so those are the four steps of unhooking there. And you’ve zeroed in on 20 of these behaviors that drive you bonkers. And so, I’d love to get a quick rundown of those if you can give us the cool 30-second version list of all 20. But I’d also, first, actually, I want to hear, you say that often these can even escape detection in the first place. So, can you tell us a little bit about the detect side of things?

Katherine Crowley
Yeah. So, detecting, that’s a very good question. What usually happens is we start to feel irritated. We start to get angry if someone starts to really bother us, and then we get into a whole tailspin, emotional tailspin, about what’s happening. Detecting requires that I look up from my situation, try to figure out “What is going on here?”

So, for example, if there’s a kind of boss that we would call a calculating confidant. And this is a kind of boss that would pull you in and ask you a lot of personal questions and look like they want to get to know all about you, and then use that information against you later on down the road. Of course, when that happens, it feels horrible and like betrayal, and, “How could this person do that?”

But if you actually detect or figure out that, “I’m working with someone for whom this is their style, this is how they operate,” then it gives you just a little distance so that you aren’t just feeling manipulated and poorly treated by this individual. So, does that make sense?

Pete Mockaitis
Understood. So, detected, in so doing you would sort of give a label and some distance, and you say, “Okay, this is not personal. They’re not sticking it to me in particular. This is just sort of how they operate and I hate it.”

Katherine Crowley
Right. Exactly. And if it’s something, like there are bosses who are chronically late. So, if they’re chronically late, to detect and understand that this is, again, this is what they do. It’s probably what they’ve done with every employee that they’ve ever worked with. Then it just gives you a little modicum, I think, of control that, “This is what I’m dealing with, not I’m doing something wrong and it’s driving me crazy.”

Pete Mockaitis
Okay. Well, can you give us the listing of these 20 bad boss behaviors because I’m sure we could talk for hours about them? But I wanna hear just the quick rundown like, “Okay, we got this and this and this,” so folks can recognize it in your telling.

Katherine Crowley
All right. So, I’ll just give you the list and then you can see what you think. First of all, we have categories. So, the first category is called the game players, head game players. And the top of that list is what we call the chronic critic. Then we have the rule changer, the yeller, and the underminer. Next category are the bigshots and the mother superiors. Under that we have “I’m always right,” “You threaten me,” grandiose, and control freak.

Next category is called the line crossers. These are the people who have bad boundaries. So, the first of those is lovestruck, next is the calculating confidant that I mentioned before, the tell-all, the first person who tells you more than you ever wanted to know about their life, and then the liar-liar. Next category is ambivalent leaders, and this is always interesting, I think. The first is the sacred cow, which I’d be happy to describe at greater lengths; the checked-out boss also known as the absentee; the spineless; and the artful bosses, the person you can never find in your hour of need.

Then, finally, we have what we call delicate circumstances. And that is the junior boss, someone who is younger than you, significantly younger than you; the former colleague, a colleague who gets promoted above you; the unconscious discriminator which is, these days, a very hot topic; and the persecutor. That’s the cast of characters.

Pete Mockaitis
Okay. Well, thank you. I think it’s handy just to have a sort of typology in terms of, “Okay. I recognize that.” So, we could talk about these 20 in depth. But, maybe, you could zero in on maybe one, two, or three of these that are both particularly demoralizing for people as well as super prevalent? So, there’s both a high frequency and a high intensity of damage, so let’s talk about those three in terms of how we deal with them.

Katherine Crowley
Yeah, I would be happy to. I actually want to start with the sacred cow, Pete, because this is one…what’s interesting is this is a boss who will feel so frustrating but they’re often like nice people. You know what I mean? So, a sacred cow is someone who’s been in their position for a long time, they’ve climbed up the ladder of the office, whatever it is, the company, whatever it is. They usually are…the people at the top are loyal to this person because they were loyal to them, and they’re now in a position where they probably don’t have the competence really to do anything significant. So, what they want to do is just toe the line, not make any ruffles, and just do a basic job but not cause any problems.

Pete Mockaitis
And so, in this instance, the boss is the sacred cow that a lot of people say, “Ooh, maybe I don’t want to cross them because they’ve historically been really good to me and…”

Katherine Crowley
That’s right. The sacred cow has friends, usually, at the top. They’re protected in some way. And so, what could happen is, let’s say you’re a very inventive or creative person and you get hired by this person, and as you’re getting higher, they’re saying to you, “We really need innovation in this department,” which may be true. But then once you get into the position, you experience that you are blocked at every step of the way. Any new ideas, they’ll say, “We’ve done that already. It won’t work.” They’ll ignore your best thoughts about how to solve a problem. They will tell you that upper management doesn’t want that kind of thing. So, they’ll do whatever they need to do to sort of put a road stop onto anything you’re trying to accomplish.

And for people who are real performers and who like to achieve and contribute, this kind of boss is deadly. Yeah, and so the thing with the sacred cow is that, going back to detect, the four Ds: detect, detach, de-personalize, deal. With the sacred cow, the first is to detect, like, okay, if you find out that someone has been there for many years, and they’re not going anywhere, and you keep pushing up against this person, which is usually what happens when you’re working for a sacred cow, you get in power struggles of constantly trying to push your ideas forward. Then you detect, you’ve got, “I’m working for a sacred cow. They’re not going to become comfortable with change. They’re not going to want to do anything innovative.”

Then the detaching would be, “Okay, this is not about me. This is about them.” And de-personalizing would be to say, “All right. So, this person is afraid of change, but maybe they need to look good.” Sacred cows still want to look good in whatever position they’re in. And so then, the deal, what can you do, would be to find out, and this is very hard if you’ve already pushed hard and been rejected and feel resentment, but the deal part would be to find out if there are any projects that the sacred cow is interested in, like things that they would love to accomplish if they had the ability, and get behind those ideas or try to make your ideas their ideas. So, if you’re willing to make the sacred cow look good, you may actually be able to make progress.

Pete Mockaitis
Okay. Thank you. All right. So, that’s a handy one then. Can we hear another boss here and how we’d approach it?

Katherine Crowley
Yeah. So, a commonly occurring and destructive, I would go to the very top of the list, which is the chronic critic. And it’s funny because we have another version of the chronic critic in Working With You is Killing Me called the pedestal smasher. And these are the bosses who have very high standards for everything, and often when they first bring you onboard, they tell you that you’re wonderful and that you’re finally going to solve their problems and that they really admire your work capacity.

Once you start working for this kind of boss, the chronic critic, they then begin to find fault with everything that you do. And so, they slowly start to erode your confidence because they can always find the wrong thing. One client we had who worked for a chronic critic used red highlighter, under-liner, even online with documents to show where the mistakes were. And, literally, it got to the point where the client was like, you know, they’d go to meetings with their neck in a brace because it was so hard to deal with this person.

So, they slowly can erode your confidence and, therefore, detecting as soon as possible becomes a really important thing when you find out, and you can always ask around to see, “Is this person, have they always been so critical of everyone or is it just me?” You detect but nothing. They don’t ever find things good enough because part of what they’re doing is trying to keep you below them so that you don’t threaten them, right? So, you detect that.

Then, again, detaching, realizing this is not about you. And chances are you’re never going to have the experience where they say, “You did an amazing job.” De-personalizing is, “Okay, so if that’s how this person operates, then my job is to continue along and try to create, try to do a good job but not take their statements personally.”

And then dealing would be to do your job, to go to other places to get recognition. So, you may want to join a taskforce, or go work with another department on a special project, or go outside and join a professional association. Nowadays, those are all happening in online and meetups and things. But you do something like that to pump up your confidence again so that you can figure out what your next best move will be.

Pete Mockaitis
Okay. Well, now, could you tell us an inspiring story of someone who did just that, they figured out, “Okay, we got a troubling thing in this behavior,” what they did, and then the cool outcomes that unfolded from that?

Katherine Crowley
Yes. So, actually, I can tell you about someone who worked for a sacred cow and it was actually for a very prestigious institution, he was very excited about the job, got there, and then had pushback for every single thing that he did. He was able to befriend that sacred cow after much frustration, a lot of hitting walls. He was able to befriend that sacred cow and found out that that individual, the boss, had a very specific project that she’d always wanted done but had never had the resources to do. He made it happen and, as a result, their department won an award, and he went on to be offered another job at another institution.

Pete Mockaitis
All right.

Katherine Crowley
So, there’s a good story.

Pete Mockaitis
Beautiful. And I’d also love to zoom in and hear sort of navigating these tricky situations, are there any particularly powerful scripts, phrases, questions, that you recommend and see are helpful over and over again?

Katherine Crowley
Yeah. Well, I think that’s such a good question. When we wrote, in both of our books, when we talk about talking to whoever the individual involved is, we always talk about how important it is to prepare yourself. Like, one thing that’s valuable, I think, actually in knowing, like, let’s say you know that you work for a boss who always has to be right, for example. And there are those bosses, so you don’t want to go into the conversation looking to convince them that you’re right. You would prepare for that kind of a conversation by thinking, “Okay, how can I join with this person and their approach?”

So, you could say to this individual, “I know your opinion is very important to me, and I know that you usually understand things in a way that I don’t, but here are my thoughts about doing X, Y, and Z.” So, you confirm the individual’s capabilities, you try to talk to them in a way that makes sense based on how they hear and reason with things, and then you make a concrete suggestion about how you can move forward.

Pete Mockaitis
Okay, cool. Well, now, can you tell us a favorite quote, something you find inspiring?

Katherine Crowley
My favorite quote may seem odd but it is by Hoagy Carmichael, a jazz musician, and it is, “Slow motion gets you there faster.” And I like it especially because in the digital age we’re all constantly running – I certainly am, I’m sure you are as well – and constantly on the go, and wanting things to happen quickly. And so, I find that quote “Slow motion gets you there faster” really helpful because it helps me slow down, focus on what needs to happen in the moment, and have patience with the process. I think that’s one of the biggest challenges in any situation, and certainly in a difficult work situation is to be patient with the process.

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

Katherine Crowley
Yes. So, one of the studies that we did actually was for our third book, which was Mean Girls at Work. And there, we put out a request for any stories that women had about other women who they found difficult to work with. And what we were able to glean was that, I would say, 40% of the studies, or 40% of the stories rather, what was interesting was they were not about blatantly mean cruel individuals. They were what we call passively-mean situations where people were excluded, where they were taken out of an email link, where they were not asked to join an event, a work event, or even a social event, where they were contradicted at a meeting but in a nice way, it’s that sort of passive-aggressive looks like.

And so, we found that really interesting that 40% of the women who had difficult relationships with other women, it was more of a passive-aggressive experience, and it really informed a lot of what we wrote about in the book because women do a thing called tending and befriending. We believe we need to be nice to each other and yet what happens in the workplace, because we’re not that comfortable with direct confrontation, is that people end up tending, acting friendly, and then doing subversive things.

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

Katherine Crowley
So, my favorite book is Eckhart Tolle, Towards a New Earth.

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

Katherine Crowley
So, I practice what we preach, so I will say that I do, on a daily basis, every morning I exercise and I write a list of what are my top three priorities. And at the end of every day, I also exercise again, and I practice gratitude. And I know that those things don’t sound like business tools per se, but those set the tone for the rest of my day.

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

Katherine Crowley
Yes, there are two. And one is…

Pete Mockaitis
Nice job.

Katherine Crowley
So, I’m a psychotherapist by training, so one of the things that I will tell people is that, “If you’re feeling hysterical, it’s usually historical.” Now, I did not make that up but it is such a truism that whenever I say it, people are like, “Oh, my God, that’s so true,” because it’s not the person showing up late for a meeting. It’s probably the 35 times they showed up late, and the time they were late on a deadline, and the time, you know, whatever. And that’s a valuable statement just in the sense that, again, going back to the things we were talking about, unhooking, detaching, you have to calm yourself down so that you respond in a right-sized way to whatever the situation may be.

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

Katherine Crowley
I would point them to our website KSquaredEnterprises.com and also to our podcast which is My Crazy Office.

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

Katherine Crowley
Yes. My final challenge, actually my call to action is to whatever your situation, if there’s someone who is really bothering you, there are two things that you can do. One is that you need to stop and see whether you are in a power struggle with this person, because power struggles you will not win. The second thing is you need to consider whether you’re expecting this person to behave exactly the same way you do. So, it’s always important to examine your expectations. We often get furious of people who do things that you say, “I would never do that,” and yet the most important thing for figuring out how to work with people is to understand that each person is operating from a different set of expectations and behaviors.

Pete Mockaitis
Well, Katherine, this has been a real treat. I wish you luck and success, and hope that working with people is working for you.

Katherine Crowley
Thank you, and talking with you has been lovely for me.

610: How to Communicate with People Who Disagree with You with Dr. Tania Israel

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Dr. Tania Israel says: "If you actually listen... then they'll be more interested in what you have to say."

Dr. Tania Israel discusses the fundamental skills that help us have more empathic conversations.

You’ll Learn:

  1. One skill to make difficult conversations more manageable 
  2. How to stop seeing disagreement as a threat 
  3. The two fears that keep us from actively listening 

 

About Tania

Tania Israel is a Professor of Counseling Psychology at the University of California, Santa Barbara. Raised in Charlottesville, Virginia and educated at the University of Pennsylvania and Arizona State University, Dr. Israel is known for her work on dialogue across political lines, social justice, and LGBT psychology. 

Resources mentioned in the show:

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Dr. Tania Israel Transcript

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

Tania Israel
Thanks. I’m delighted to be here.

Pete Mockaitis
Well, I’m delighted to have you. And I think the first thing we need to hear about is your knack for writing, not just books, like Beyond Your Bubble, but also song lyrics. What’s the story here and could we hear a sample?

Tania Israel
Well, I have a quirky muse, and she writes lyrics but not the melody so I have to borrow the melodies from pop songs and showtunes and Christmas carols and all kinds of things. And I’m a lyricist but not a singer so I’m going to spare you. But if you want to hear my lyrics, I actually just started a podcast with a friend of mine who teaches about Buddhism, and then I write songs about the teachings, and a friend of mine who has the voice of an angel sings them, so that’s a much better way to hear my lyrics.

Pete Mockaitis
Oh, that’s fun. I remember, in college, taking a class about Buddhism and, man, sometimes there was head-scratching. There’d be a long Sanskrit word, like, Tathāgatagarbha is not a something but it’s also not not a something, it’s like, “Oh, man.” So, maybe bringing it to song will help clarify.

Tania Israel
It’s really something where the teachings can sometimes be murky but I can summarize it in a catchy tune, so there’s something for everyone.

Pete Mockaitis
Oh, that’s a gift. Well, there are some murky stuff that I want to talk about and get your insight into. So, you’ve got a fresh book Beyond Your Bubble. Can you tell us, first of all, what’s the big idea here?

Tania Israel
So, the big idea is that it’s possible to have dialogue across political lines, and there are some skills that you can cultivate that are going to help you do so effectively.

Pete Mockaitis
Oh, I love it. And we love skills here and dialoguing across difficult lines, be they political, or the silos in organizations, or just your boss or teammate who just has the complete opposite view of yours, I think it’s so important. But you know better than I. Tell me, what really do we have to gain if we really master this skill? And what do we have to lose if we don’t?

Tania Israel
Sure. Well, this book all started because, after the 2016 election, it was pretty clear that we have some divisions in our country and that we weren’t communicating effectively across this divide. And this has been affecting us in terms of our relationships, our family relationships, our relationships with people in our communities, but also in the workplace. And so, this is one way that it really can make a difference in terms of work.

Employers are actually losing people’s time and energy to tensions on the political divide and the stress about the divide. So, it turns out that people are more stressed now about politics than they have been in the past. And so, really, this book is something that I wrote to try to help to remedy this problem so that we can both reduce our stress and also have more effective conversations.

Pete Mockaitis
Well, that sounds great. And well, I’d love to get your take on this. To what extent is the stress, the fear, real versus imaginary? My perception is that it’s kind of real. I saw some startling stats about, and I forgot who did it, like the percentage of folks who don’t feel comfortable voicing their views, which I think was the majority politically, as well as the percentage of folks who said they might fire someone if they donated to the other side, which I found alarming. It almost made me think, “Well, maybe the smart professional choice is to not talk about it.” What do you think?

Tania Israel
Well, I think it is some real and it is some overblown in our minds. So, there’s certainly evidence that the country is more polarized politically than ever in recent history, and there’s also a lot of evidence that our perceptions of people on, what we would consider, the other side are distorted so we see that divide as being larger than it is.

So, if we’re imagining somebody who’s on a different political party than we’re in, we’re imagining the most extreme example of that that we’ve seen arguing on TV, and that they’re the spokespeople for that, and they’re super angry, and that’s not most people. Most people are somewhere in between there and that they can also be humanized a little bit so that they’re not these stereotypes that we have in our minds.

Pete Mockaitis
Well, I think that’s dead-on when you said distortion. I’ve got Jonathan Haidt in my ear because I’d listened to his book The Righteous Mind, and he said, “Morality binds and blinds. It binds us into ideological teams that fight each other as though the fate of the world depended on our side winning each battle. And it blinds us to the fact that each team is composed of good people who have something important to say.” And that powerfully resonated. So, if we are distorted, if we are blind, how do we get undistorted and unblind?

Tania Israel
Well, I think that there are a number of things that we can do. I think the first is just to be curious about people who have different views than we have. And so, if we recognize that we don’t necessarily already know everything about them and the way they understand things, then it’s going to lead us to want to know more.

And I ask people their motivations for…before the book, I had actually created a workshop, a two-hour workshop, that was building skills for dialogue, and I would ask people, “Why are you coming to the workshop?” And there were a couple of things that were the primary motivations. One is that, “I have somebody in my life who we have different views politically but I want to keep that person in my life,” and so that was a big one.

Some people are like, “I just don’t understand people who have a different view.” Some people want to persuade, some people want to find common ground, but these are sort of the most common things that I heard. That piece of, “I just can’t understand other people,” what I always say is, “Well, okay, you have somebody in front of you who could actually help you to understand. Wouldn’t you want to know? Like, wouldn’t you want to try to find out more from them rather than just sort of putting your framework on who you think they are and what you think they believe?”

Pete Mockaitis
Yeah, that’s well-said to not sort of just ascribe things to people. And so then, can you sort of show us maybe how that works in action with that curiosity? I mean, what do you ask and what do you not ask?

Tania Israel
Absolutely. Sure. So, like I said, the book focuses on skills, the workshop focuses on skills, so I’ll just lay out the skills that seem most important. First of all, listening, and it’s what Stephen Covey calls “Listening to understand rather than listening to respond.” And in my field of psychology, we call it active listening. But it means that when somebody says something that rather than saying a thing that’s contrary to what they’ve said, instead we give them space to say it.

And then we do speak up, what we say is we reflect what they’ve just said to us so that we make sure that we understand and they feel heard, so we sort of summarize back what they said. So, that’s the key piece in listening. Also, managing our emotions is important. Just even imagining dialogue across political lines, people get so riled up. In fact, people have been telling me that, as they’re reading my book, it’s just decreasing their stress about the idea of having dialogue with somebody.

Pete Mockaitis
Well, that sounds great.

Tania Israel
I know, which I’m delighted to hear that, so that’s fantastic. And then how do we try to take somebody else’s perspective and put ourselves in their shoes? And then when we are going to share our views, how do we do that most effectively? So, these are really the pieces that I think are important for the puzzle of making things work well.

Pete Mockaitis
Okay. Well, can we talk about each of those skills? How do we do each of those things well?

Tania Israel
Yes. So, I was thinking about this in terms of “What does this look like?” And in the book, I’ve got a bunch of examples, like, I’ve got a fictional set of cousins who are having conversations about a lot of different things. But let me just kind of bring an example to you. Right now, certainly, racial justice is in the cultural consciousness, and so this is something that people are really struggling with in terms of, “How do we have these conversations?”

I thought, “All right. What if you see a friend or a coworker wearing a Black Lives Matter T-shirt and that’s not the perspective you’re coming from?” So, you could see that and you could say, “Well, I think all lives matter,” so that’s one way of responding, or you can say, like, “Tell me a little bit about what you believe. Tell me a little bit about why you decided to wear that T-shirt.” And the same is also true the other way that if somebody is wearing a Black Lives Matter t-shirt and somebody comes up to them and says, “Well, I think all lives matter.” Then you can say, “Well, these are the reasons that I think Black Lives Matter,” or you can say, “Oh, tell me why you say that. Like, I’m curious about your perspective and I’d like to hear more.”

Pete Mockaitis
Okay. That sounds simple enough. And so…

Tania Israel
It’s not.

Pete Mockaitis
Right. Like, the words are not complex to formulate. But, I guess, it’s just sort of like, well, what happens next? Where do things get really interesting?

Tania Israel
So, I think that the first thing is even to have that initial conversation and ask those questions, it’s helpful to have a connection with somebody, that that relationship with another person if you already have that. And people often do have that with their neighbors, and with their coworkers, and with their friends and family members. They’ve got already some kind of connection. And so, if you have a sort of trusting relationship, it’s easier to delve into that.

One of the challenges right now is that there’s so much conflict about politics that it’s harder for people to feel trusting. So, sometimes you have to lay some groundwork in terms of having some positive interactions with somebody, finding some things that you have in common that maybe don’t have to do with the conflictual issues, and that makes it easier to start that conversation.

But the other thing that comes up is just the emotional level of it because the things we’re talking about are political but they’re really also very personal that they get to people’s experiences and also their deeply-held beliefs, and so that can obviously trigger us in terms of our emotions. So, knowing how to manage our emotions, knowing how to breathe deeply when you start to feel yourself getting riled up, to notice when you’re feeling flushed and your heart is racing, and to know how to actually reduce that stress, can be really important in terms of persisting through a difficult conversation.

Pete Mockaitis
Yeah. Well, tell us, do you have any pro tips for how we do just that with the managing of emotions?

Tania Israel
Absolutely. Well, it turns out that breathing is something that we all do every day, and that is one of the most helpful things if you find yourself getting flushed and heart racing and shallow breathing. Taking some deep breaths can be very helpful to…basically, what happens when you feel a threat is that your body responds as if that threat is a saber-toothed tiger.

And so, even if that threat is somebody saying something that you disagree with, or that feels threatening to your beliefs, then your body is going to react in that same way. It’s the sympathetic nervous system. And so, what we can do to counteract that is we can breathe deeply. We can also do other things physically. We can pay attention to the feeling of the chair under us, of our feet on the ground. You can even touch your own hand to soothe yourself a little bit. And those things can actually help somebody to reduce that stress enough to continue on with the conversation.

Pete Mockaitis
Okay. Well, there’s much I want to dig into here. So, let’s talk about that breathing more deeply. Sometimes I worry that if I do that, it might come across as a sigh, like, “Oh, boy, here it is,” and I don’t want to make that impression. So, can we breathe deeply on the sly or how do we do that?

Tania Israel
It turns out that because you’re always breathing anyway, that you can still breathe, you can change a little bit of the pattern of your breathing, and nobody needs to know. Actually, the best thing to do is to practice all of these skills when you are not in the middle of one of these conversations. So, doing deep breathing, practicing listening just with somebody who you super-well get along with is a great thing to do before you practice some of these listening skills with somebody who you feel some conflict with.

Pete Mockaitis
And so, when it comes to the listening, you mentioned that we’re listening not to respond but to understand. Are there any particular kind of internal cues or prompts or questions, or how do you run your brain optimally so that you’re listening really well?

Tania Israel
That’s a great question. And when I do the workshop, I spend about half of the workshop on listening, and people tell me that one of the things that they get out of the workshop is realizing how hard listening is and sometimes what bad listeners they are because they notice how difficult it is for them to just stay attentive to what somebody else is saying rather than what they want to say.

So, that’s really part of it, is, “How do you keep focused on the other person?” And if you know that what you’re going to need to say, when you have a chance to speak, is summarizing what they just said, you’re going to pay a lot more attention to it. So, if you really think, “All right, my goal is to be able to listen so that I can say back to them a summary of what they’ve just said,” that’s going to help to keep you focused because you’re really going to want to try to understand it.

I think, also, if you know that you’re going to have a chance to speak later, then it can be helpful. So, recognizing that the conversation doesn’t have to be, “They say what they think, you say what you think, they say what they think, you say what you think,” that if it’s, “They say what they think, you summarize that back to them,” they maybe go a little bit more deeply into what they think, maybe you ask them open-ended questions, and you can stay with that for a little while to really make sure you’re developing a deeper understanding.

And then you can switch, so then you get to talk about your view. And what you would want is for them then to be focused on understanding more about your views. So, it’s doing the same thing for them that you would want them to do for you.

Pete Mockaitis
That’s a great perspective there. It’s like there’s no obligation, it’s not a courtroom for you to put forth your viewpoint. I mean, sometimes maybe you’re in the middle of a meeting and the decision is being made in that meeting, okay, yes, we got to hear all the viewpoints. But it’s like totally fine if we maybe have a full conversation about Black Lives Matter, and then we just don’t get to my view, that’s okay. And maybe we’ll get to it later, or maybe they ask, and it’s like, “Oh, shucks, I’ve only got two minutes so maybe we’ll do this over lunch tomorrow.” And I think, in a way, it’s almost like a paradigm shift to just sort of be okay putting that aside, like, nothing bad will happen if you hear them and they don’t hear you.

Tania Israel
Right. Absolutely. And I’m going to tell you the fears that people have about doing just that because people tell me these things.

Pete Mockaitis
Okay.

Tania Israel
So, one of the fears is, “There’s a thing that will make all the difference if I just say it that…”

Pete Mockaitis
You think so.

Tania Israel
“…then they will understand things the way that I do, and that will change their minds, and they will come around to the right view.” And that is one of the things that I hear from people that they feel like they’ve just got to say this thing because it’s going to make all the difference. And so, here’s the thing I just want everyone to know – it’s not going to make a difference. That amazing thing that you think is going to change everything if you just can get it out of your mouth, it’s really not.

And so, I think take some of the pressure off of yourself to feel like, “Oh, I must say the brilliant, clever, smart, right thing, and it’ll change everything,” because it’ll probably won’t. And what has a better chance of changing things is if you actually listen and they feel like you care, and then they’ll actually be more interested in what you have to say. So, that’s one fear that if you don’t say that thing, then you’re missing that opportunity to change the world.

The other fear that I hear from people is actually, “What if I listened to their view, and what if it actually changes my mind?” and that’s a little scary for people because these are really deeply-held views. So, I came across this literature on something called intellectual humility, and there’s so much richness here because, really, what I think of it is how to be righteous without being self-righteous.

And so, being righteous is really about holding onto deeply-held values that feel in alignment for you. But you don’t have to then put down everybody else’s views, that’s when you get self-righteous when you feel like, “Mine are the only views that are worthy.” And so, if you have intellectual humility, you can actually have these deeply-held views and be curious about where somebody else is coming from, and help them feel humanized and valued even if you aren’t going to change your mind about that issue.

Pete Mockaitis
Yeah. Well, there’s so much good stuff there. And I’m thinking about that listening in terms of your odds of persuading are better if you say very little or even nothing in that conversation because there will be another time in which your influence and receptivity has grown there by having done that listening. And I think that’s a powerful reframe as well just right there in terms of, “By saying less, I will achieve more in the influence that I seek, and it’s fine to have a breath there.”

I also want to dig into this notion that we perceive a threat like it’s a tiger coming at us when it’s really not. I mean, that’s kind of the human condition. But how can we establish more of a baseline level of chill when we go there so that this falsehood does not feel real to us, we’re not really under attack, it’s just another idea that we can try on for a second and see what happens?

Tania Israel
Absolutely. And I appreciate you’re sort of talking about the paradox there of listening versus talking, and what’s most powerful. And it does mean that we have to go into this in a particular emotional state to really be able to hear what somebody else has to say even if it does feel threatening to our beliefs. And I hear a lot from people saying, “Well, it’s not just my beliefs. Like, I feel like if that person holds certain views or attitudes about my group, about the type of person I am, then it feels threatening on a more existential level, on a more, ‘Am I going to be safe here?’ level too.”

So, I think, in addition to the physiological ways that we can ground ourselves that help to manage emotions, having a clear understanding of those people who are on the other side can be really helpful. And that’s where recognizing where we might have distortions and stereotypes of people, I think, can help. So, some of those things that we can do cognitively just to recognize that people are not necessarily the extreme that we would think that they are. So, I think just knowing that is useful.

I think the other piece is that the more we listen, the more we know that. The more we really hear somebody, the more we hear their humanity and the complexity of their perspectives, and the harder it is to stereotype them. So, I think that knowing some things before we go in, and then really just paying attention to somebody and being curious, can help to make that person less threatening.

Pete Mockaitis
Well, let’s talk about growing the empathy over time then so you get a better understanding of where they’re coming from and how they might feel that way or conclude those things. Do you have any additional tips on how we can just have the empathy skill be stronger always?

Tania Israel
So, people have a lot of different approaches to building that empathy skill, and a lot of people actually find things in their faith traditions or in the field of psychology. I would say that these are some of the places that people turn to for developing more empathy and more compassion.

And so, I think if you have a faith tradition that gives some practice for that then that’s helpful. We’re talking about Buddhism earlier, if you have a loving kindness meditation that you do; if you’re Christian there are some teachings based on the “Love thy neighbor” kind of perspective; Quakers talk about holding people in the light. There are different kinds of things that people do for that that can help them to keep their heart open to other folks. So, I think if you already have something, that’s a tool.

And the thing I would say with that, and with any of the skills, is that practice is really helpful. So, always coming back to that and not necessarily thinking that in the first interaction you’re going to have with somebody, you will understand them and feel that empathy completely.

Pete Mockaitis
Lovely. Well, I also want to zoom in, are there any particular phrases or scripts that you just love here? So, I don’t know, if it’s sort of, “Tell me more about that,” or, “I’m curious about this,” or, “When did you first believe this?” I’m just wondering, are there any things that you found, boy, again and again and again, they tend to open things up and be super helpful?

Tania Israel
Sure. One of the phrases that I like is “I’d love to hear more about that,” and just leave that open for somebody. One of the things that we don’t always do well is we don’t always allow a question to just be out there and then just for us to stop talking. Ask the question and then give them space to respond, because sometimes we’ll ask a question, like, “I’d like to hear more about that.” They don’t have a set response to that because it’s not what we usually do. We don’t usually sort of delve in more deeply. So, just putting that out there, “I’d love to hear more about that,” and then stop.

Pete Mockaitis
And maybe let’s back it up even before words start getting exchanged. So, use the example of a Black Lives Matter T-shirt, so maybe it’s that or a red Make America Great Again hat, it’s like a garment or a something gives you an indicator of what someone thinks about something, and you don’t care for that viewpoint. What do you recommend doing just like internally before we even start a conversation? Because I think it’s quite possible for the mind to leap to assumption, prejudice, judgment. It can be harsh, and it can be unfair, and it can be intense. How do you recommend we address that in ourselves if that’s there?

Tania Israel
Oh, that’s a great question. I think that it’s so important that we start with what’s going on internally for us. I think that the first thing is to notice that, to notice that that’s coming up for us, that we’re making these assumptions about that person, and maybe to start to get curious inside. Maybe you see somebody wearing a Make America Great Again hat, and you go, “Huh, I wonder why they made that choice? I wonder what their experiences are that led them to want to adopt that perspective?” And so, I think starting that curiosity internally, asking questions, rather than the sort of statements that we might be making to ourselves about that person can be a good start.

Pete Mockaitis
And what’s interesting, when you have that curiosity, and maybe this is a little bit too flippant or playful, but there could be any number of reasons that don’t even mean they love Donald Trump. Like they have lice and this is the hat they have available, it was a joke, it was a bet. They’re trying to develop these skills associated with having difficult conversations, they thought this would draw people to them. I mean, none of these are particularly likely but they’re all possible. And when you have that curiosity as opposed to assumption, it seems like it can take a lot of the intensity out of things from the get-go.

Tania Israel
Yeah, absolutely. And it’s true, like very likely someone is wearing that hat because they believe that, because there’s something about that that resonates for them, and don’t you want to know what it is? Don’t you want to know more about that? And I always think that that’s the most curious thing is that people say, “Well, I just can’t understand,” but when they’re given an opportunity to understand, they shy away from it, or not just shy, like forcefully push away from it.

And that’s actually probably the thing that I learned most from doing this work is that people have these motivations that bring them to it, that bring them to want to have dialogue but that’s not the only want that they have. They want to maintain this relationship but they also want to vent, and they want to feel validated in their own beliefs. And so, I think that having multiple wants is really important for us to really know about ourselves because if we think, “Oh, you know, I really want to have this dialogue but I can’t because the other side is not going to want to have this conversation.” I hear that from people a lot.

And what I know also is that, ah, people have a lot of reluctance to do it themselves because there’s another motivation that they have that either is stronger or, at least, is in conflict with that desire to do it.

Pete Mockaitis
And I’m thinking a little bit about defensiveness now. We talked about some of the work we can do internally in terms of being curious and watching yourself and checking the assumptions that you might be leaping to, and not sort of being really eager to ensure you put out your viewpoint. Do you have any other perspectives on how we can sort of preempt defensiveness? Because I think some people get defensive quickly, and some people are defensive only when they think you’re really coming after them. So, what’s the best way to minimize this impact?

Tania Israel
So, it’s really helpful to get to know people outside of the political conflict. Sometimes there are things we have in common. People can relate a lot to other people who are trying to raise children in the middle of a pandemic. Like, okay, maybe that’s something you have in common. Maybe you both coach soccer. Maybe there are things that you have in common that you can talk about. You don’t have to start with the thing that’s most conflictual. You can build some connection.

In other ways, I mean, if you just see a stranger who’s wearing a hat or a T-shirt, sure, you might not want to go up and have that conversation with them, and so you can or not do that. But there are people who might be closer into your life and into your community or your workplace, and then maybe you’ve got an opportunity because maybe you’ve already got some foundation with them, and then you can venture into these conversations.

Pete Mockaitis
Well, now let’s maybe shift gears a bit away from explicitly political stuff. So, let’s say you’re working with a boss or a manager of another department who’ve kind of inferred that, or they’ve explicitly said that they’d like you or your department to no longer exist, like downsizing or outsourcing, or something that also just kind of hits you where it counts in terms of “What I have to contribute does not seem valued.”

Now, that may be a fair or unfair characterization, but if you’re in that place, well, you still need to consider their viewpoint and collaborate and get to great decisions together. Are there any additional things that you’d highlight here?

Tania Israel
Sure. Well, there’s a lot wrapped up in that. One is that if there’s a power differential between yourself and somebody else, so you’re talking about like a manager, that can really affect things because that feels more threatening, and it feels like you may not be as comfortable expressing a view, or even asking more questions about it. So, I think that’s another piece that we have to take into consideration with these conversations is, “Are there power differentials that are affecting things?”

Okay, I’m going to get to your question in a moment, but I’ll just share that I was listening to one woman who was interested in dialogue and, partially, because she was trapped in a car with her supervisor driving somewhere, and her supervisor was just like going on and on about his political views, and not something that she agrees with, and she didn’t feel like she could get out of it. So, I want to speak to the managers for a minute.

This is something to know is that you’ve got a lot of power, and putting somebody in a situation where they’ve got to hear your perspective can feel really vulnerable for that employee. And so, I think really being aware of how that might be affecting people in the workplace is really important. So, that’s if you’re coming from the manager side, and that’s, again, about politics. So, let me move back to your scenario then.

Listening is still really helpful. Somebody says, “Wow, I don’t really know that we need the kind of work that your department is doing.” You can argue back and say, “Well, yes, you do.” But don’t you, first, want to know how they came to that conclusion because you’re not going to actually be able to make an effective argument to them if you don’t know how they got there. So, “Oh, why do you say that?” or, “I’d love to hear more about that. I’d love to hear more about what a bad job you think I’m doing.”

Pete Mockaitis
Right.

Tania Israel
But, really, just asking, “I’m really interested to know how you got to that conclusion,” and then you actually got to be really interested to know.

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

Tania Israel
The one other thing that I’ll add, because I talked about listening and reflecting and summarizing with somebody says, and I think that’s really important for people to know, is you don’t have to actually be able to create in your head a transcript of what somebody had said and say it all back to them. The way I would describe this is what you want to do is you want to nugget-ized what they said. You want to get the nugget of something really important. And so, just know that if you’re listening to somebody, that’s the key thing, it’s like, “What’s the nugget of what they’re saying that’s most meaningful and important to them?”

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

Tania Israel
Sure. Lisa Slavid, who’s the fabulous cartoonist of Peadoodles and also did a drawing for my book, I first heard this from her, “With relationship comes grace.” So, in other words, the stronger our bond with somebody, the more forgiving they are when we stumble.

Pete Mockaitis
I’m going to chew on that for a while. Thank you. And how about a favorite study or experiment or bit of research?

Tania Israel
I find myself referring a lot to the Hidden Tribes study that grouped people in terms of a lot of different factors related to political beliefs. And this actually helps with that, what we were talking about, which is that even though we think most people are at the extremes, they found that most people are in what they call the exhausted majority.

Pete Mockaitis
Exhausted majority. Yeah, that’s good. And how about a favorite book?

Tania Israel
Memoir is my favorite genre, and I just listened to Chanel Miller reading her own story in Know My Name, and it is absolutely stunning.

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

Tania Israel
I love the Pomodoro Method. And something that helped me to write the book was doing Pomodoro with colleagues on Zoom.

Pete Mockaitis
So, just like accountability there.

Tania Israel
Not just accountability but having company in it. So, yeah, that really helped me to stay on track and get the book written.

Pete Mockaitis
And a favorite habit?

Tania Israel
I will sometimes record myself talking about something, and then I’ve been using Temi to digitally transcribe that, and that also helps me with my writing.

Pete Mockaitis
Oh, cool. And speaking of nugget-izing, do you have a particular resonant nugget that you share that seems to really connect and resonate and get quoted back to you often?

Tania Israel
Some people seem to love this thing that I created that I called the flowchart that will resolve all political conflict in our country.

Pete Mockaitis
That’s quite a claim. It sounds like there’s lots of love there.

Tania Israel
Yes, it’s sort of nugget-izing my book.

Pete Mockaitis
Okay. Where do we find that?

Tania Israel
You can find that, and all my other stuff, on TaniaIsrael.com.

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

Tania Israel
Be curious about people who are different from you.

Pete Mockaitis
All right. Tania, this has been fun. I wish you much luck with your book Beyond Your Bubble and all your interesting conversations.

Tania Israel
Thank you so much. It’s been great to be here.

603: Easing the Anxiety of Workplace Conflict with Liz Kislik

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Liz Kislik says: "The majority of workplace conflicts are actually about the work... not about a bad person."

Executive coach Liz Kislik discusses do’s and don’ts of conflict management and how to rethink the way you see conflict.

You’ll Learn:

  1. Why you don’t need to win every argument 
  2. The trick to stop conflict before it starts 
  3. How to make allies in every level 

About Liz

Liz Kislik is a management consultant, executive coach, and facilitator. For over 30 years, she has helped clients such as American Express, Orvis, The Girl Scouts, Comcast, Janssen Pharmaceuticals, and Highlights for Children solve their thorniest problems while strengthening their top and bottom lines. Her specialty is developing high performing leaders and workforces. 

She is a frequent contributor to Harvard Business ReviewForbes, and Entrepreneur, a TEDx speaker on “Why There’s So Much Conflict at Work and What You Can Do to Fix It,” and has served as adjunct faculty at Hofstra University and New York University. She has also written for the European Financial Review and the Forward. 

Resources mentioned in the show:

Thank you, sponsors!

  • Blinkist. Learn more, faster with book summaries you can read or listen to in 15 minutes at blinkist.com/awesome

Liz Kislik Interview Transcript

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

Liz Kislik
Oh, Pete, I’m so happy to be with you.

Pete Mockaitis
You know, I was intrigued to learn that your early career dreams included becoming either a rabbi or a popstar. Can you tell us about this?

Liz Kislik
It seems quite strange to me reflecting back because I’m a very deep introvert, but there are ways in which I like an audience. When I was a kid, I thought being a rabbi was one of the coolest things you could do because you took care of so many people, and you got to make these fabulous speeches, and it just seemed good. But at that time, it was long enough ago, that the conservative movement of Judaism was not ordaining women as rabbis. So, that wasn’t an option.

And then when I was in high school, I started writing music and I had a band, and I continued performing in college and, basically, did a show, a semester, sometimes with a band, sometimes solo, and I thought I might do that until I realized that, first of all, there would just be way too much drugs and other things on the road for my sensibilities, and also that you traveled all the time. So, I decided it wasn’t for me. But as a consultant, I travel all the time when it’s not the pandemic anyway.

Pete Mockaitis
Certainly. And you touch audiences.

Liz Kislik
Yes.

Pete Mockaitis
And, specifically in the realm of conflict, conflict resolution, I’d love to start with all your usable work, what would you say is maybe one of the most surprising, fascinating, counterintuitive discoveries you’ve made about conflict?

Liz Kislik
I think the thing that is so amazing is how most people really don’t ever want to have any of it, and yet we’re in it so much of the time.

Pete Mockaitis
Yeah, well-said. Boy, and you said so much of the time with your TEDx Talk is called “Why there are so much conflict at work and what you can do to fix it.” Lay it on us, why is there so much conflict at work?

Liz Kislik
Oh, because we all need different things and have to take care of different things, and if you think even just in terms of having your calendar match with somebody else’s, it’s just tricky. There are so many ways we can vary in our opinions, positions, preferences, etc. The thing that is amazing though is that we don’t consider it a conflict if it’s easy and it doesn’t feel bad. We just think we’d work it out and it’s fine, we have a schedule now.

We consider it a conflict if we project certain ideas, like, “The other person is trying not to give me what I want, or they’re trying to make a problem for me, or they don’t care about me, or they’re against me.” It’s those ideas that make us feel bad and then we say we’re in conflict.

Pete Mockaitis
Well, that’s a great insight. And I venture to guess, tell me this is your experience, that most of the time those things are not true.

Liz Kislik
I would say most of the time they’re mostly not true.

Pete Mockaitis
All right.

Liz Kislik
Because once it starts to feel bad, people do get on each other’s nerves and sometimes they don’t mind.

Pete Mockaitis
Oh, it’s like, “I know you don’t want to hear this but it’s got to be said, so I’m going to say it.”

Liz Kislik
You nailed it.

Pete Mockaitis
All right.

Liz Kislik
That’s exactly right. It’s like, “I’m so aggravated already that if I poke you a little in the process, I won’t feel too guilty.” That happens a lot. A lot. A lot. Or just think of the term personality conflict. A personality is not even a physical substantive thing. It is amazing. It is as if two emanations could leave our bodies and fight in the middle of the room somewhere, which on its face makes no sense at all. It’s not that there is one personality that can never be at peace with this other personality. That’s just not true. It’s all the stuff we bring to it and layer on.

Pete Mockaitis
Okay. Well, so then I’d love it, before we get into the nitty-gritty of how this is done, could you share with us really, hey, what’s at stake in terms of for professionals, if they got a really great handle on conflict and managing it well versus not so well, what are the implications, repercussions?

Liz Kislik
That is a wonderful question. It goes in two directions. First, I’m going to tell you about what people often think is at stake.

Pete Mockaitis
All right.

Liz Kislik
That they will lose face, that they’ll lose status if they don’t get the thing they want, that they’ll have failed, that they owe it to themselves to triumph over the other person or other department. Those are the things we set up for ourselves. What’s really at stake is that if we approach differences of opinion as if they are pitch battle, we end up not making progress, our initiatives stall out, our teams can become dispirited or demoralized, people start getting caught up in the smallest of petty grievances and weird details. Basically, good work stops and people get caught up in this idea that they have to fight somebody else.

Pete Mockaitis
Okay. Well, there we have it. Those are pretty significant stakes, so let’s do it well. So, you’ve got a five-step process. Can you walk us through what those steps are and maybe bring it to life with an example as we’re walking through these steps?

Liz Kislik
Sure. I’m going to sort of use the steps from the TEDx. I may modify them, we’ll see.

Pete Mockaitis
Oh, sure. Your latest take and we’ll take it.

Liz Kislik
Yes, I think about it differently all the time. It depends on like the last one I saw or that kind of thing. But the first thing I talk about in the TEDx is that you have to rule out the possibility that whoever your opponent is actually is the cause of the conflict, either because there’s something wrong with the way they’re approaching things, and this can be a real thing.

If the person you’re dealing with is actually incompetent, not skilled in the job, not skilled in interpersonal communication to an extreme extent, they really can be the cause of conflict. If somebody doesn’t know the right thing, that can be a real problem. Or if, for whatever odd reason in their history, experience, lifetime, whatever, if they truly behaved badly, if there is someone who really is a bully, who is a lifetime narcissist, sometimes they can be the source of a problem themselves that has nothing to do with the work.

And if that is the case, it is very, very hard to deal with that person. And if you are not the highest authority, you may need help from someone above you in the hierarchy to deal with this problematic person. But the majority of workplace conflicts are actually about the work, how we do the work, what we think we’re responsible for, that kind of stuff. It’s not about a bad person. Okay.

Pete Mockaitis
And so, to that, I think that you say rule it out, and most of the time that’s not what’s going on there. Although I think we may jump to a conclusion that it is. So, how can we bring some rigor to that so we’re not jumping to a bad conclusion?

Liz Kislik
Good. So, the reason we feel like it’s that person is because humans are really good at pattern recognition, particularly when it involves some kind of potential danger. And we might notice that every time we go to a meeting and that person is there, we feel tensed or on edge, and so we assume that’s something about that person.

Pete Mockaitis
Okay.

Liz Kislik
It’s like hearing the rustle in the grass, and you jump away before you even look to see what was there. So, that’s why we attribute it to a person. We think, as I said before, “They’re against me,” or something like that, “They don’t want me to get what I want. They’re going to favor my colleague over me. It will be unfair.” These are all things that we think of as existential and that they’ll ruin us.

And unless we can engage our curiosity to find out what’s really going on, we can just stick with that for the rest of the time we work with that person, years. I mean, there are people who, literally, have conflict for longer than a decade, which is kind of crazy if you think about it.

Pete Mockaitis
Certainly. And that’s well-said because there is something emotional so it really connects inside of us, and it happens again and again when we’re with them, but it could be related to any number of factors. Like, they have, I don’t know, a cologne that we find repulsive, consciously or subconsciously. Or they came out strongly on an issue that negatively impacted us but they may well have had excellent reasons for doing so, and we just are kind of the collateral damage.

Liz Kislik
Correct. Correct. It’s really a tough thing to pull back from those reactions and try to figure out, “Why am I responding this way?” So, if you don’t mind, I’m going to go on a different thought pattern and say that one of the things to do, because your example of the cologne is so spot on, like, “Who cares?” But that’s the kind of thing. You wrinkle your nose, that signifies to your brain, “Nose wrinkling. I smell something bad.” That is an archetypical neural response that often comes with a feeling of disgust. And if you have a feeling of disgust about a colleague, why would you ever try to work well with them?

So, it’s actually worth checking your physicality, and actually relaxing your body, and grounding yourself before you try to think logically about what’s going on, because we jump to conclusions all the time. So, pausing and letting that go, “Oh, I hate that cologne.” Oh, my goodness, Pete, you made me think about a guy I used to work with. I hated his cologne. This was when I was quite young and I ran a sizable operation, and he reported to me, and I don’t think he liked it very much. And he would come and stand over me. I mean, he was almost a foot taller than I was, and he would stand over me, and I hated his cologne. And it is so funny how you brought that back, so you see how strong these things can be.

Pete Mockaitis
Okay. So, we rule that out by checking ourselves and our patterns, and seeing, “Hey, what’s really going on here? And is this person truly a bully or a narcissist or socially inept in a big way.” And assuming that, “Hey, you know what, they’re okay. I just don’t like their views.” Where do we go from there?

Liz Kislik
So, then it’s looking at, “What is the issue at hand that we actually need to be solving? Is there a real problem or are we just feeling like we have a problem?” And digging into whatever is in the situation that we’re confronting, and not just the top layer of it, which might be about, oh, take a classic sales and marketing versus operations and production kind of conflict. Is that a good one to use?

Pete Mockaitis
Oh, sure.

Liz Kislik
Okay. So, if I’m on the sales and marketing end, in general, I want the production department to do whatever I need to keep my customers happy so that they will continue to buy, be happy with me as their salesperson, I’ll be successful, the company will have money, and from my perspective, everything will be perfect.

But if I’m the operations or production person, I’m worried about, “She wants all these variances, she needs stuff customized, that’s very expensive. I don’t have the right tools or I don’t have the person with the right skillset to take care of it. So, how am I suppose to get that done? It’s going to be too expensive. We can’t do it.”

So, you often see this kind of charged-up salesperson and you can just picture the ops person with their arms folded, rolled back in their chair from the table. And then you need a deep discussion about, “How is it that we want to serve customers? What are our goals? What are our values about, could be anything from the level of service we provide and how we want customers to think about it, to the requirements for gross margin?” And all of these are factors in the workplace that are a kind of mental overhead.

We think about them but we don’t necessarily think about them while we’re having the argument. But if we could lay them all out, then we might be able to make choices together about what’s the best mix of factors.

Pete Mockaitis
Okay. Certainly. And so then, that step there, asking the right people the right questions to get that, what are some of the best ways to do just that?

Liz Kislik
So, this depends on who you are. For me, as an outsider coming to diagnose these things, I often have access to anybody who’s involved, and that’s really what you need because what sometimes happens is you’ll get two department heads who are accusatory about the performance or dedication of each other’s teams, and the two of them are having an argument, and what you really need to do is to back off from that and actually ask the team members what is and isn’t working for them.

Pete Mockaitis
Okay.

Liz Kislik
And at some level of granularity because you often find out it is very small stuff. Somebody has to submit a form on Tuesday when their information is never available till Wednesday.

Pete Mockaitis
Perfect. Yeah. And you got to get granular, as you said, or else you wouldn’t know that, and you’ve got to have that deep understanding of what exactly is their life and work like in practice.

Liz Kislik
Yes. So, in general, the lower in the organization you can get these things resolved, the better off you are. But there’s often a countervailing pressure that is coming from more senior leaders based on they’re trying to defend their own turf and their own beliefs about how things should be, and sometimes they don’t let the people who are actually doing the work work it out.

Pete Mockaitis
Okay. Thank you. Well, let’s hear about the third step, making sure folks are aligned.

Liz Kislik
So, that is really about ensuring that there is clarity about what the responsibilities are, who has which ones, where they’re shared, and that people agree that they’re going to operate on that basis. They have to understand what’s expected of them and commit to delivering on it. If you don’t have both those things, the understanding of what’s expected and the commitment to deliver, it’s very likely that somebody’s going to drop the ball at some point.

Pete Mockaitis
Okay. So, in practice, to get that, is it just as simple as, at the end of the meeting, it’s like, “Okay, here’s my understanding of the next steps, A, B, C, D. This person is doing this by then, and that person is doing that by this time. Are we all good?” Is that what you do in practice or how do you recommend getting that alignment?

Liz Kislik
So, that often is enough in the stuff is straightforward. I believe that at the end of every meeting there should be a readout just of that kind, either at the meeting or immediately after, so that people can then say, “Oh, no, no, that’s not what I understood. I thought we said X.” Or if there is a one-on-one kind of meeting, somebody should send an email after that, saying, “Here are the things we said we are going to do. Is that what you meant?”

I think that kind of documentation is extremely helpful not only for the kind of, “Yeah, yeah, yeah, that’s what you said audit trail that some people use it for,” but actually to lay out what we committed to each other. Because when it’s clear, say something goes wrong, then we can come back and say, “I know I committed to doing these things. Here is the outside influence that got in my way. Can you grant me extra time, extra funding, etc.? Or can we negotiate a new agreement?”

Pete Mockaitis
All right. That sounds good. Okay. And so then, the next step is finding allies at all levels. How do you recommend we do that?

Liz Kislik
So, this will sound so simplistic as to be almost dumb, but the first thing is actually to behave nicely to everybody.

Pete Mockaitis
That makes sense. No wants to ally with the treacherous.

Liz Kislik
Correct. And people don’t…this is so funny, Pete. People don’t like to be known as the friend of the creep. So, it just makes sense to have good behavior. When you have good behavior, and you show interest in your colleagues, then people think, “Oh, that’s a nice person,” and so they’re more inclined to want to be agreeable and support you. So, that’s one thing.

A second thing, though, is looking for ways to help other people and back them up. If you’re in a meeting, and your colleague makes a statement about something, say, that isn’t going very well to the senior leadership, and you know it’s true, instead of hiding in the corner hoping the senior leadership won’t be mad at you, if you back your colleague up when she’s in a tight spot, when you need something, your colleague is much more likely to ride to your defense.

Pete Mockaitis
Yeah, that’s very clear and real, because the temptation is like, “Oh, boy, I don’t want to get in the middle of this.” But it may not be so scary, it can be just as simple as like, “Yes. Oh, I’ve observed similar things.” Like, “Hey, there it is.”

Liz Kislik
That’s exactly the right language. It’s backing up the factual quality not necessarily, say, your colleague was getting a little intense as she was explaining this thing because it is so important to her team and making sure her area is well-ran, etc., and we’ve all been in a meeting where we heard that sound in somebody’s throat that says, “This is really important to them.”

Pete Mockaitis
Can you make it for us?

Liz Kislik
Oh, I don’t know. I would have to get really tense and talk for a while, and start to sound kind of a little louder and with a little bit of edge, you know, like when it’s really important to you and it’s urgent, and you think someone’s not listening. Is that alright?

Pete Mockaitis
That’s pretty good. Thanks.

Liz Kislik
Okay. See, I don’t like making that sound. It makes me tense because you only make that sound if you feel under threat, which is part of how you got into a conflict in the first place. So, we get that kind of intensity when we feel like we have to justify ourselves, and we don’t have confidence that we’ll be heard. And if you have a comrade at arms who says, “Oh, yes, I’ve observed the same thing. Isn’t that interesting?” without a charge on it, then the senior leadership doesn’t hear this sense of danger and threat so they don’t have to minimize the issue. They can just say, “Oh, that’s interesting. We weren’t aware of it. Give us some more evidence.” And then there may be no conflict at all. That’s something an ally can do for you.

Pete Mockaitis
Lovely. And then the final habit is to teach new habits, step is to teach new habits for managing differences. What are some of your top habits you recommend?

Liz Kislik
So, a couple that I love, really love, one is what I, and now, numerous of my clients call playing an elephant card, you know, the expression of the elephant in the room. And, very often, people will be in a meeting, and it’s like there’s a silent agreement that we’re not going to talk about a certain thing even though we know it’s the real problem. That’s sometimes called an undiscussable.

And when there is an undiscussable issue in the room, whatever else happens around it, you’re not dealing with the real thing. So, there may be a stated agreement that includes, just as you said before, the dates and the costs and the who’s doing what to whom, and all of that, but everybody knows it’s not real because we didn’t talk about the fact that you can’t actually count on Joe. So, everybody knows it’s not really going to happen, and that’s a kind of passive-aggressive culture where we don’t want to say publicly the thing we’re all afraid of. So, playing an elephant card means there’s something up we’re not talking about, and we know we need to talk about it to move on. That’s one favorite.

Another thing that I do very, very often is I ask, and this is a different circumstance. This is a circumstance in which you and your team are together and, basically, you’re complaining about the other team or the other person. And to break that habit, I like the habit of asking, “Why would a smart person do a stupid thing?” because as soon as you acknowledge that the other person has a real reason for whatever makes them seem to be against you, then you can uncover what their issue is and the real content and you don’t just continue in the fight.

Pete Mockaitis
And now is that a question you ask internally to yourself or out loud?

Liz Kislik
Oh, I use that all over the place, internally and aloud, because we’ve all been in circumstances where somebody does something that just makes no sense. And it could be a very small thing. I’m thinking of a client who, he’s just not skillful with his language in the sense that he can’t seem to hold back. He interrupts everybody, and so people sometimes treat him as the disliked person. They don’t want to be with him because he has this constant stream of language and nobody else can talk, and his issues have to be handled, etc.

But when you ask, not his direct colleagues, but other people who have to deal with him and think he’s a problem, he’s so smart. Why would he have that stupid annoying habit? Why would he do that thing? And then they realize it’s because he cares about it so much, so then they can forgive him a little bit.

Pete Mockaitis
Gotcha. Okay. Lovely. So, that really reframes things in a great way. And I’m curious, we talked about…I love to hear good phrases and bits of verbiage that can make a world of differences, and one was “Why would a smart person do a stupid thing?” Are there any other key questions or statements you think are just powerful and you recommend people use them again and again?

Liz Kislik
Oh, yes. Here’s one I love. I’m smiling because I am picturing one group of clients that quotes it all the time, which is, “That’s accurate but incomplete.”

Pete Mockaitis
Okay.

Liz Kislik
We all see things from our perspective, and it is totally accurate but there’s more there, and so it’s worth going to look for it. And that little phrase reminds us that we have to take things into account besides our own opinions.

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

Liz Kislik
I think one of the…I want to give you one other habit, if I may, and that’s to think about how the other person will actually hear what you’re planning to say to them, because they won’t hear it the way you hear it because they’re not you. So, to remind yourself that before you go to the meeting and take something on, to really look at it from the other person’s perspective, and how would your language play, and how will your tone play, and how can you reorient yourself to speak or write or communicate in a way that sounds, at a minimum, neutral, but, if at all possible, caring and concerned about the other person, you’ll generally get a better hearing.

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

Liz Kislik
Yes, there are two that I like a load. One is Maya Angelou who said, “Do the best you can until you know better. Then when you know better, do better.” So, that gives you credit for earnest effort, but as soon as you know it could be better, you’re obligated to do that. And that relates to a Talmudic quote that I love, which says, “You are not obligated to finish the work, neither are you free to desist from it. You have to do your part.” You may not be able to fix everything, but if it’s in your control, you have to step up and do it.

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

Liz Kislik
You know what I like? I like the idea of one percent improvement. Are you familiar with this?

Pete Mockaitis
Like the compounding there?

Liz Kislik
Yeah. Yes, that it compounds, and that doing a little bit just adds up in a way that having a great idea but not getting to work on it doesn’t get you anywhere.

Pete Mockaitis
And how about a favorite book?

Liz Kislik
I recommend The Art of Possibility which is by Rosamund Stone Zander and Benjamin Zander. He has a very, very well-known TED Talk, and it is about looking at the world from a perspective that there is hope and possibility and resources that you didn’t know you had, and that you’re probably doing better than you think if you let yourself.

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

Liz Kislik
My website is great, if they come to my website. There’s loads of material that may be useful to your audience, Pete, because I’ve been writing a blog for ten years, and they’ll also find a free ebook there that’s about the interpersonal aspects of conflict at work.

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

Liz Kislik
I would say that there is always something you can do, that the one thing not to do is to feel helpless and hopeless, even if you have to pause. Sometimes the one thing to do is to stop in your tracks and not react at that moment. But there is something that you can do that will improve the situation.

Pete Mockaitis
All right. Liz, this has been a treat. I wish you much luck in all your adventures.

Liz Kislik
It’s been so nice to talk to you. I really appreciate it.