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

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Mike Robbins discusses the four features of peak performing teams.

You’ll Learn:

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

About Mike

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

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

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

Resources mentioned in the show:

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Mike Robbins Interview Transcript

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

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

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

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

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

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

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

Pete Mockaitis
Oh, man.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Mike Robbins
Sure.

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

Mike Robbins
That’s true.

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

Mike Robbins
That’s true.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Mike Robbins
Right.

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

Mike Robbins
Really? Interesting.

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

Mike Robbins
Right.

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

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

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

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

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

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

Pete Mockaitis
Sounds right.

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

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

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

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

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

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

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

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

Pete Mockaitis
Right.

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

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

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

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

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

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

Mike Robbins
Very much.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
And how about a favorite book?

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

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

Mike Robbins
A microphone for my podcast.

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

Mike Robbins
Well, I appreciate it.

Pete Mockaitis
And a favorite habit?

Mike Robbins
Meditation.

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

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

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

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

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

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

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

Mike Robbins
Thanks, man. You too.

587: Finding the Beauty in Conflict with CrisMarie Campbell

By | Podcasts | No Comments

 

 

ChrisMarie Campbell says: "Do you want to be relational or do you want to be right?"

CrisMarie Campbell discusses how to get comfortable with handling disagreements.

You’ll Learn:

  1. How to make conflict productive 
  2. The magic question for when you reach an impasse 
  3. A handy script for when you need to disagree with your boss 

 

About ChrisMarie

CrisMarie Campbell is a former Olympic and World Championship rower. She has also previously worked at Boeing as an engineer and helped initiate a groundbreaking cross-functional team approach for how Boeing designs and builds airplanes.

CrisMarie, together with her partner Susan Clarke, founded Thrive!–a coaching and consulting firm that specializes in helping individuals, leaders, teams and entire companies learn how to deal with differences to ignite creativity and innovation.

Resources mentioned in the show:

Thank you Sponsors!

CrisMarie Campbell Interview Transcript

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

CrisMarie Campbell
I’m excited to be here, Pete.

Pete Mockaitis
Well, I’m excited to talk about your wisdom. You have had adventures in Olympic rowing, Boeing engineering, and now speaker, author, thought leader in the realm of conflict stuff. So, could you just give us a snippet, an anecdote, a tale, from your adventures in Olympic rowing?

CrisMarie Campbell
Yes. Well, first, you have to know I did not pop out of the womb being, “Woo, conflict.” Definitely, I was a professional conflict avoider. And I rowed at the University of Washington, go Huskies, and then went on to the Olympic team, and the National team really, and I had two boats that were very different. So, high-caliber athletes, both teams, but one team, I call it the tale of two boats because one team shouldn’t have performed, and we did, and the other team, we should’ve performed and we didn’t.

And what happened is, in the year before the Olympic Games, I was on the National team, and we had a group of people, I was wet behind the ears, I’d never been really on the world stage. I could’ve stroked the boat, which is the leader of the boat, the first person that everybody follows and sets a rhythm, but because I hadn’t raced at a national level, that we had this conversation and we picked a more senior person who had been at the Olympics before to row.

And so, that boat, we trusted each other, we dealt with conflict, we had each other’s backs. And when we came to the World Championships, we hadn’t beaten the Russians in like 15 years, and the Russians, they were so dominant. They were on lane one which is smooth water on the inside lane. We were all the way across the course on the outside lane, lane six, choppy water. And the start of the race happened, the Russians just took off, and we were rowing in the pack. And then halfway through the race, the cox then said, “We’re moving on the Russians.” And, you know, our boat just sparked alive and we picked up.

In the end, Romania won gold, we won silver, but we’re also happy to topple the mighty Russians. There was this big Romanian woman, and when we came to the docks, she had this big white hair, she picked me up in her arms, she picked another U.S. rower in her arms, “We beat the mighty Russians!” It was so cool. But that boat, we were able to deal with conflict and we trusted each other.

Now, the Olympic year, we had the same caliber of people. My story was I was injured and so I was off the water for three months before the games. I had to climb my way back in. I had made it into the boat, but that boat, we had factions, we had egos, and when it came, a month before, so bad, strategic decision, a month before the games, we made a last-minute decision to use an experimental boat. And I tell you, in that conversation, I didn’t speak up. I couldn’t row the boat, but I was like, “Who am I to say anything? I’m the last one in. I’m not going to speak up.”

And at the Olympic Games, we came in a disappointing sixth, and it was really heartbreaking, and that boat was never rowed again. It was scrapped because it was built on a computer. It was designed. But that team, I think we were more brittle because we didn’t have conflict, we didn’t speak up, I didn’t speak up. And so, I think that happens all the time in business where there’s egos, factions, people say, “Well, it’s not my place to speak up,” and then you don’t get good results.

Pete Mockaitis
Okay. Well, that is a tale of two boats, and handy in the illustration there. So, your book is called The Beauty of Conflict. Tell us, can you make your pitch for why, in fact, conflict is beautiful?

CrisMarie Campbell
Yeah, and I never would’ve believed it. I think conflict is beautiful because when people are willing to hang in there and hold for the tension of conflict, because conflict is when you have different opinions, passion, and you’re focused on a goal, and you bump into each other’s, well, different opinions, and we’re not comfortable with that tension, so we tend to opt out, and, “I’ll just do it myself,” or, “Wait a second. I just want to make sure you’re okay with me,” or, “I’m just going to focus on something else, not this problem,” and so we don’t hold for that tension. And that tension is potential energy. That conflict, that discomfort, that none of us like is pure potential creativity.

And what I’ve seen time and time again is when people can develop enough trust on a team or in a relationship to hold for that, what happens is new ideas emerge. That’s not your idea, Pete, or my idea, but something else percolates up because we’re holding that tension. And this happens all the time when we work with teams. We’ll do a two-day offsite when we could meet in person. We’re doing it virtually now, but that we develop trust, people get to know each other, they clear up some differences, and then we start talking about their business ideas.

If they had started right at first in the morning talking about it, they’d be grinding away. But when they’ve learned something to hold for that tension, new ideas percolate, and they have so many innovative and creative solutions that emerge. It’s really powerful. So, that’s what I think the beauty of conflict is.

Pete Mockaitis
Well, so then it’s intriguing. And you say that it’s uncomfortable for everybody.

CrisMarie Campbell
Oh, yeah.

Pete Mockaitis
And so then, I think that’s handy to understand that it’s not…is it fair to say that it’s not so much that once we just understand the theory about why conflict is beautiful, then we no longer feel those feelings? I guess that’s what I want to hear. So, I’ve done some training in Myers-Briggs workshops, and thinkers versus feelers. What’s really fun is that I’m a feeler myself.

CrisMarie Campbell
Me too, Pete.

Pete Mockaitis
I will talk about conflict, and then I’ll ask, “Hey, if you get this weird sensation of discomfort, like crawling on the back of your neck, raise your hand.” And, usually, it’s mostly feelers and no thinkers who raise their hand, and it’s sort of a fun aha moment, like, “Oh, we are getting mutual understanding. Thanks, Pete. You’re great.” Anyway, that’s where I’m going for. And so, for those who are feelers, and still have this uncomfortable and unpleasant icky feeling like we still would prefer to avoid the conflict. Well, how can you encourage us and give us hope?

CrisMarie Campbell
Yeah, you know, it is tough. And I think thinkers, because Susan is also a T and I’m an F in the Myers-Briggs, but it looks like they enjoy it. They like debate but only kind of on their terms. If they get threatened enough in their ideas, it’s uncomfortable for them, I think, as well. My story, I could be wrong. But I do think… so your question was how to actually get comfortable with it?

Pete Mockaitis
Well, so yeah, maybe and maybe we never will. But if you could give us a little something so that we can feel better when we’re in the midst of it.

CrisMarie Campbell
Right. Well, there are things that I actually do to help settle and I teach people to do this, just help settle the nervous system. Because, really, if you ask anybody, “What did you learn about conflict growing up?” That’s a great team conversation because I grew up with an Army colonel dad who was pretty angry at dinner times, pretty consistently, but you never knew what was going to set him off. And my older sister liked to press his buttons, so every night at dinner I was like, “Oh, my gosh, don’t get him upset.” And so, I’d change the subject, I’d rephrase what my sister said, I’d do anything to kind of try to diffuse the energy of conflict. So, that’s how I became a professional conflict avoider, an accommodator.

And I think what I learned is that was wired into my nervous system so I’ve had to actually do things to help settle me in the midst of conflict. And one of the things that I do is I actually bring my awareness down to my feet because usually in conflict, my energy is up and out. I’m trying to manage and calm everything down, “Please.” And if I actually bring my energy in and down, I cultivate a sense of safety in my own skin. I can also notice…

Pete Mockaitis
So, you’re just thinking about your feet and how they feel? This is what you’re doing then?

CrisMarie Campbell
So, you can do this right now. Like, wiggle your toes, swipe your feet, and just imagine, you could feel your feet getting heavier, and you could even visualize like you’ve got roots coming out of the soles or cement blocks on them. And when I do that, because I’ve done that enough…

Pete Mockaitis
I’m waiting for you to insult me now, it’s like, “Okay, I’m ready. Bring it on, CrisMarie.”

CrisMarie Campbell
Often what happens is I take a deeper breath because, usually, when I don’t feel safe inside my own skin in conflict, I think, “Oh, my gosh, you’re going to get mad at me, or you’re going to attack my idea, or you’re going to leave.” So, we have these two basic things. Either somebody is going to attack me or somebody is going to abandon me at the core root of who we are as humans. And that’s the fear that comes up. So, when I can cultivate a sense of safety in my own body, it expands my ability to tolerate the tension out there if you’re upset at me. Does that make sense, Pete?

Pete Mockaitis
Yeah. And it’s interesting, I think I buy it as I’m doing it right now. And I guess I used to, when I was getting nervous when I was an interview candidate, you know, job hunting, I would just try to plant my feet on the floor, like, “We’re grounded here.” And so, it seems like you’re really kicking this up a notch in terms of imagining cement blocks and weights and rooted firmness, and sort of take it to the next level, so I think that would be just as good or better.

CrisMarie Campbell
Well, yeah, you can do feel your feet and also your seat. So, you can feel the weight of your bum in the chair, and just relax into it. Because, again, I’m up and out trying to like protect, “He’s leaning back.”

Pete Mockaitis
Adjust the mic stand.

CrisMarie Campbell
It usually helps me settle down. And if I’m really stressed out, okay, let’s say I’m really stressed out and I need to take a break, I actually go to the bathroom and I do a sound called voo, and this is from Peter Levine. And what it does is it vibrates your vagus nerve which is the second largest nerve in your body beside your spinal column, and that goes into your rest and digest.

And anything you can do to turn on your rest and digest, which it actually, it floods your brain back with more blood so you’re thinking more clearly. When you’re in that, “What’s going to happen here?” we’re in flight or fight, or freeze, or faint, whatever it is, and our brain is not online so you’re not going to be saying the best things or your eyes get very narrow like, “There’s the enemy over there,” versus opening up your eyesight, and even turning your head sideways. That’s another thing you can do. And I would suggest doing it slowly, and then picking an object and noticing it, and then turning slowly again.

And it gets you out of that, “Oh, my God, somebody is going to attack me over there,” which is the beady-eyed narrow focus.

Pete Mockaitis
Well, I love that and I experienced that when I’ve done some keynotes in terms of if I’m sort of doing this scan. I just somehow feel more powerful in terms of, “I’m surveying my dominion,” as opposed to, “Uh-oh, that guy thinks I suck.”

CrisMarie Campbell
I can so relate to that.

Pete Mockaitis
When you say voo, is that it?

CrisMarie Campbell
Yeah, it would be a big inhale and a vooooo. I’d keep doing it, like a long exhale, and that’s the vibrating. And you could even…

Pete Mockaitis
It’s like a lower tone, too, as opposed to…

CrisMarie Campbell
I like to do it lower, yeah. And if you purse your lips tight enough, you’ll vibrate your lips which, by the way, even if you were in a meeting and you couldn’t do the voo, you can touch your lips, and that actually accesses your vagus nerve which, again, goes to your parasympathetic rest and digest. So, even in meetings, if you can’t get out and go voo, because who wants to do that, you can just rub your lips like you’re thinking, like, “Yeah, hmm. Tsk, I wonder.” And that’s why kissing actually makes us feel better because it’s accessing your parasympathetic nervous system. That’s one reason, yeah. It activates a lot but…

Pete Mockaitis
All right. Well, CrisMarie, this is the good stuff in terms of it’s simple, it’s actionable, it’s tactical, and I have heard it before, so that’s why I love to hear it. Thank you.

CrisMarie Campbell
Absolutely.

Pete Mockaitis
So, there we have some comforting approaches when you’re in the heat of the moment, so that’s really handy. Thank you. Well, then let’s discuss maybe the actual content of the conflict in terms of what makes it come about and how do we engage it well in terms of actual maybe word choice or do’s and don’ts?

CrisMarie Campbell
Well, I think, Pete, most of us sometimes we’re not aware we just bumped into conflict. Like, if you’re upset about something I’ve said, I may not be aware of it, that, “Oh, my gosh, we’re, all of a sudden, in conflict.” So, to be aware and checking what are the signs and signals that somebody is upset. A feeler is probably hyper-aware, could be, scanning, “Are you okay with me?” that sort of thing. And if you are, let’s say, somebody gets defensive when you’re saying something, and you’re kind of taken off guard, the key that I usually suggest is rather than respond or apologize, is actually just reflect back what you’re hearing them say, like, “Oh, so it sounds like you think I don’t like your idea and I’m actually trying to put you down. Is that what you’re thinking right now?”

Because, one, if I take the time to reflect back, I’m buying myself time if I’m escalated or heightened. I’m also letting this person know that I hear them and see them and that they matter. I’m not agreeing with them. I’m just reflecting back what they’ve heard. And that, I know when somebody does it to me, I often settle down, and go, “Yeah, that is what I think is happening,” if I’m brave enough to acknowledge that. And then that’s a place of starting if you do bump into defensiveness. Or even if you’re defensive, you can reflect back what somebody else is saying as a way of buying yourself time.

Pete Mockaitis
All right. Well, that’s a handy tip right there. And is there anything else that you recommend in terms of particular, I don’t know, scripts or specific words that seem to really help out frequently?

CrisMarie Campbell
Well, reflecting back is good. And then, also, usually, the heat comes up inside of me if I think you’ve said something that I take as like disrespect. That’s how it lands over here and that’s when I get upset. So, rather than just assuming that’s what you meant to do, is actually stepping back and asking, “So, I heard you say the Olympics were dumb. I’m wondering, was it your intention to insult me and my Olympic background? I just want to check.” So, I’m pulling something.

Pete Mockaitis
Has anybody said, “Yes. Yes, CrisMarie, I’m trying to stick it to you”?

CrisMarie Campbell
But you’re usually not trying to stick it to me. You’re usually just being you, but I take offense to it. And if I can say, rather than just react, like, “Pete, stop acting that way. You’re such a jerk,” which often people do. Rather than doing that to just, “Wait a minute, is that what your intention was because that’s how it’s landing over here?” And often you can say, “Well, yeah, I was in a snarky mood. I was trying to give it to you.” And then there’s something we can talk about, “Well, I don’t like that.” Or you can say, “Well, no, I was just teasing you,” or whatever is happening for you.

Pete Mockaitis
Okay. That is helpful. And then tell us what not to do. Those are some top things you recommend we do do. And what should we not do?

CrisMarie Campbell
Well, a lot of times what happens is we take in information through our senses, what we see and hear, and then it goes through our own personal filter. And this is all our historic significant emotional events, our gender, our culture, our race, what’s ever happened to us. And we have this giant data table in our head that says, “This is good and this is bad,” and out pops our story. And the problem that most people have is we think our story is right or fact.

“And so, it’s clear you don’t respect me,” that might be something that I lead with. We’re like, “No, no, no, don’t lead with your story.” Actually, break it down and say, “Well, I heard you say this. My story is you disrespect me but I want to actually check it out and find out what is going on with you right now.” So, one, break it down, and, two, check it out. That’s another language thing.

So, you’re not saying, “Am I right or not?” You’re just saying, “What fits and what doesn’t fit?” so it creates room for dialogue in this whole interchange. So, what you don’t want to do is assume your story is right. What you do want to do is break it down, check it out, and come to the conversation with some vulnerability and realness, and also curiosity about maybe, just maybe, you aren’t right about how this person is responding to you in that moment.

Pete Mockaitis
Well, that’s really handy in terms of I guess this entangling honest misunderstandings and I think that really does cover a lot because most people most of the time are not trying to stick it to you. Can you share then when we think about healthy conflict versus unhealthy conflict, are there a couple sort of principles or guidelines that you recommend that just sort of all professionals follow all the time?

CrisMarie Campbell
Well, there’s no one right way to be. Like, even teams, different collections of people have different things that they think is okay. Like, you can work with a team in New York and they’re into really hardnose teasing, and then somebody, a team in L.A. and they’re all very polite and nice. Those could be any two spots. So, each collection of people has to figure out what fits for them and in relationships.

I think if I could give kind of…when you’re stuck in a spot, do you want to be relational or do you want to be right? And, quite often, we get stuck trying to be right because that’s what we’re trained to do in school is get the right answer. That’s what got us the good grades. And that is just never going to be an influential relationship tool. If I proved that I’m right to you, what does that make you?

Pete Mockaitis
Wrong.

CrisMarie Campbell
Yeah. Who wants to be wrong? So I would say notice, if you’re trying to be right, or do you want to be relational? And can you actually bring some curiosity even if you think that…Like, we were dealing with a group and we work a lot with teams of people. That’s often what we come in and do. And so, my examples are related to that.

But we had a team, it was an executive team in China, and we had done kind of a one day of healthy how to get along, deal with tough conversations, and then we’re dealing with their business strategy. And they were coming up to something, and everybody was kind of agreeing except for this one woman and she had a differing agree. Well, they got so mad at her. It was almost like they were going to back her into a corner like, “No, you have to agree with us.”

And we said, “Time out. Wait a minute. Do you remember any of those tools that we taught you?” And so, one person said, “Okay, I want to see if I can do this.” At first, he went over and sat next to her, so not right across from her, but next to her, and said, “Okay,” and this is a magic question we suggest you ask in your relationships at work when you’re at really big odds and you can’t get through, is, “Tell me, why is this so important to you?” And he said, “You keep pounding on this one idea. None of us agree with you. Tell me, why is this so important to you?”

And she started to talk, and he was reflecting back, he was doing that really well. And then, all of a sudden, you saw that, like, we’re going through interpreters. But, all of a sudden, you could tell like lightbulbs started going off in his head because he had slowed down the conversation enough to get what was underneath the strategy. So, they were all fighting over strategies, but he said, “Why is this so important to you?” And she was talking about how to grow the business in a whole different way, and then the whole room lit up, and they totally took in her idea and changed their strategy to incorporate it only because he was willing to slow down enough to try to understand what was going on with her.

Pete Mockaitis
Well, that is powerful and I think a lot of times, we just sort of assume that the other side is aware of these strategic implications, and we’re just sort of ticked off, like, “What’s wrong with these people? Why on earth would you be advocating these things which are diametrically opposed to what we obviously need to be doing?” And then they say, “Oh, yeah, we actually kind of forgot about that thing that we said we were supposed to be doing. Oh, I do kind of see.” So, that’s excellent.

And I’m curious. Like, I know that a lot of times, we want to move quickly and we want to have something close-ish to consensus and we find that holdout irritating. Like, “You’re slowing us down and being difficult. Now, cut it out.” But I think most of the time we don’t say it like that. But what are some like maybe the words or phrases that, if we hear ourselves saying them or hear someone else say them, we should be on the lookout, like, “Ooh, watch out. It sounds like you’re quashing dissent or destroying psychological safety to get the benefit of those holdouts”?

CrisMarie Campbell
Yeah, I think it is like, “Could you just…? Like, what is your problem?” That would probably be one of them.

Pete Mockaitis
“Is this fun for you to slow all of us down and be annoying?”

CrisMarie Campbell
Because, again, usually people are just…they are putting the world together very differently, and so, yeah, “Could you just stop being a problem? You’re always the naysayer. Why are you such a pain? We just all need to agree.” And we don’t actually believe in consensus. We believe in having each person, kind of as adults, we don’t need to get our way but we do need to feel heard and considered.

So, if you have that naysayer who contend to be a scapegoat or the black sheep, if you can slow down and see how are you putting the world together, because this happens all the time with Susan and I, we work together. And she puts the world together so differently. And I have to admit, my first impulse is, “You’re just dumb. No way.” I have my arrogance about me because it’s so clear to me. And I have been confronted with, when I actually slow down and listen to her, it’s that same aha like, “Oh, wow, I did not think about that.”

And this is so important with what we’re going through today in our divides because it’s like we all collect our different pieces of data differently and put a story around it. Most of us want health and safety and success, economic, and all these things, but we’re almost too afraid to talk about it because we’re talking about that topline, like, “You’re right,” “You’re wrong,” versus, “Wait a minute. How did you come to that conclusion?” That would be another good question, like, “Help me understand how you came to your conclusion,” and slow down and don’t interrupt how they’re putting the pieces together so you can see what’s underneath that.

Pete Mockaitis
Well, I love it when someone shares a magic question, which you did, “Why is this so important to you or what makes that so important to you?” Any other magic questions that we should all know?

CrisMarie Campbell
Yeah, “Help me understand how you put the world together, how you put these pieces together.” That’s one. Like, “Help me connect the dots.” And then the other is, “Why is this so important to you?” Because what happens, this is a really good one in couples because we also work with couples. And often, “You want to save money, I want to spend money,” we’re focusing on that. But when we slow it down, and couples usually want to get to a solution, work teams want to get to a solution, and so a lot of this is about slowing down and having the conversation, which seems like such a timewaster in the moment but it’ll save you so much rework in the end.

And you ask, “Why is this so important to you?” You’re going to get to people talking about what their values are, and why this matters, and what they’re really trying to get at. And that’s really the influence piece. This is a neat little tool that you can use this at home, you can use it with a coworker, if you are really stuck in loggerheads. It’s usually best done one-on-one, it’s called the 5-5-5, where, let’s say, you have a topic, let’s say you and your business partner are talking about expanding, and one agrees and one doesn’t.

And so, this 5-5-5 is you take the first five minutes and person A just talks about their position on that topic. There’s no interrupting, B is just listening and letting it in and letting it soak in, and A has enough time, five minutes could feel like forever. You don’t have to fill that whole space but it’s kind of like your space, your block of time to kind of, “Hmm. Well, I think this is why it’s really important to me. And, wow, I haven’t thought about that.” And so, what happens is the person is thinking out loud a bit more and they’re connecting the dots, and B is witnessing. And you use a timer, at the end of five minutes, then you flip, and B talks and A listens. Again, uninterrupted, not with a lot of reactions or theatrics, just kind of taking it in. You don’t have to take notes. You’re just kind of letting it wash over you.

And the last five minutes is a dialogue where that’s where you can ask clarifying questions, or, “Wait a minute. Did you just say that because I disagree?” You can have more of the dialogue. But at the end of the 15 minutes, you stop talking about it. It’s not a 5-5-45, it’s a 5-5-5. And what happens is the idea is not to come to solution. It’s more this investigative process. And if you have a stuck issue and you did this like once a week, or once a day, or whatever it was the right rhythm, you will find a much better solution and you’ll at least know you’ll have so much more clarity about what’s going on with each of you and what you want to do in that situation.

Pete Mockaitis
Well, yeah, what I really love about that is that, in a way, so it’s time-bound, so that’s great, it’s not going to carry on forever so you feel a bit more maybe safe or comfortable going there, it’s like, “Oh, boy, this is such a mess. I don’t even want to start.” It’s like, “Well, hey, no, we’ll do it in 15 minutes.” And, in a way, the fact that it’s likely incomplete after the 15 minutes, almost creates an improved condition to have great ideas in terms of like, “Hey, I know some stuff I didn’t know before, you know some stuff you didn’t know before, and now as we live our lives, we go to sleep, we wake up, we’re in the shower, like new ideas can come to life over the interim period before the next conversation pops up.”

CrisMarie Campbell
That’s true and I love that. And what you’re describing is what we think happens in the brain. Your brain keeps working on it in the gap, and that’s the same thing when you hold for the tension and you don’t run to a solution or opt out of the conflict. Like the energy is held and things start to percolate that’s why new ideas emerge with a group or a pair of you versus just the same thing that happens in your brain happens in the system, if that makes sense.

Pete Mockaitis
Lovely. Well, tell me, I’m also curious, if it’s someone more senior, like your boss or your boss’ boss, how do you play that game? If you have a difference of opinion and you’re extra uncomfortable about bringing it up, what do you recommend?

CrisMarie Campbell
There was a study, it wasn’t done by us, it was where this organizational development group, they would do a survey, you know, they did their regular company surveys, and they said, “Hey, can we tack on a question just for our own research when we’re doing your survey?” And they said, “Sure.” And the question they added on is, “Who’s most influential in your company?” And if the name showed up three or five times, no big deal. But 30 times, they ask if they could shadow that person.

And what they found is, first, all the influential person weren’t the VPs. They were scattered all around in the organization. And what they found is that those people were most influential when…they were pretty average performers, not too stellar, but 5% of the time, when there was a difficult conversation, they showed up differently. And what they did is rather than let it go by or assume they couldn’t speak to a person in power is they would actually basically check out their story and say, “Hey, I heard you say this. I’m thinking this,” so they’re saying, “I’m thinking, I’m making up this story. My assumption is, my theory is, the story I’m telling myself is blank, but I want to check it out with you. Do you agree or disagree?”

And that simple model of, “I heard you say this,” or, “I saw you do this, so my story is blank, but I want to check it out with you,” is a very, “I’m speaking tentatively. I’m not attacking. I’m not assuming.” That was so powerful in shifting the dynamics of the discussion that they were influential in specific situations, powerful situations.

Pete Mockaitis
Yeah. Well, that’s beautiful because, I mean, anyone can do that and to know that that can get you on the most influential list with one little trick. It takes such courage I think to do it but it’s nice to know that there’s a framework. And it’s very hard to imagine the person on the other end saying, “How dare you?” So, it’s like, “Oh, well, no, that’s not what I meant.” Or, I guess the worst-case scenario is like, “Yeah, you’re darn right that’s what I meant. If you don’t like it, you can get out.” It’s like, “Oh, okay. Well, I guess I know now where we stand and, in a way, that’s helpful too.”

CrisMarie Campbell
Right. That’s clarity. I really appreciate that, Pete. You’re exactly right. Do you really want to be working for that type of person in that sort of situation? And it does take courage. And we say courage is vulnerability and curiosity. We call those the two magic ingredients – vulnerability and curiosity. The willingness to share, “This is how I’m putting the world together,” and most people just want to ask a question, like, “Do you really agree?” whatever it is. They don’t want to reveal themselves. But you are more influential when you do speak up, and say, “Hey, this is what I saw, or this is what I heard, and so this is the impact over here, the story I’m telling myself but I want to check it out.”

And nine times out of ten, when people don’t take those times to speak up, they start to feel smaller, like a victim, and resentful in the situation if they have to take on more work or things like that. And even if I do speak up to you, you’re in a position of power and I speak up and it doesn’t go well, or I don’t get what I want, you don’t change, you’re my boss and you still give me this same amount of workload, you’re right, at least I have that clarity, and I also have my own back. I spoke up for myself. And that’s often what I am coaching.

I typically coach women leaders who are successful. They’re smart even assertive but struggle speaking up to power in those 5% of the times to actually create the influence that they want and, I mean, because that was me. I remember my boss, I was working at Arthur Andersen for a big project and I was leading a team of six and we mapped out the strategy. And my manager came in, a senior partner, and he said, “No, you’re not going to do that, you’re going to do all this.” And he changed the whole thing. And I thought, “That’s not going to solve the client’s problem.” But I didn’t say that. I just asked a question, I said, “Do you think that’s going to solve the client’s problem?” And he barked at me, “Yes! Get back to work.” And I was catapulted back to the colonel, my dad’s dinner table, and I shut up.

We got to the end of the project, we did it his way, it didn’t solve the client’s problem. And, of course, we wanted to have more work at this client so all the partners came in, they invited the vice president in, and all the project managers were sitting around the sides of the room, you know, the peons. And they said, “So, how have we been doing?” And he goes…this is a humiliating experience. He actually pointed to me and he goes, “Well, you know that project, CrisMarie ran? That’s a disaster. Complete disaster.”

Now, my manager was sitting in the room, he didn’t say, “Oh, no, she followed my strategy.” I took the blame for it, and I was like, “Okay, I got to figure out how to speak up because this is career-limiting.” And it often is when we don’t learn how to speak up to power and especially bully-type power. We wind up feeling marginalized and less than, and we energetically shrink and take less risks, which I think is horrible.

Pete Mockaitis
Well, you have to finish the story now, CrisMarie. So, then what did you do in the moment?

CrisMarie Campbell
I did not know. I did not know. I actually met Susan like in a few months, and I saw her deal with a group of people, this is why I probably thought of the bully. She was facilitating this group, and this guy was just being not very…I don’t want to say anything bad on your podcast. He just wasn’t being a nice guy. And she said, “Hold on a minute.” And she went toe-to-toe to him, and he backed down, and the rest of the group took a sigh of relief, and I thought, “I want to know what she does.”

And so, that actually was the start of our working relationship because I wanted to work with her, and that was 20 years ago. I brought her into a project, a different project than Arthur Andersen, and she just was willing to stand up to people in power in a way that was strong and worked. And I thought…and so that’s how I solved it. I changed my whole career.

Pete Mockaitis
Okay. And is this sort of using the tools that you’ve spoken about here? It’s like…

CrisMarie Campbell
It’s using the tools and it’s also really, Pete, I had to go through my own un-programming of my nervous system based on my upbringing with the colonel, the dad, because I basically was terrified. But that wasn’t because of what was happening in the room right now. It was actually because of how I grew up. And so, when I realized, “Wow, this is just like…” how you know it’s an old pattern is it happens every time, you feel the same way. That grip on your shoulders. Mine was like, “Ugh.”

I remember I was in a situation where I recognized it. I looked down, my shoulders curled…I couldn’t breathe, and I went to the bathroom, and I’m like, “Oh, my gosh, I’m terrified of conflict,” and I was shaking. And I came out and I said, “You guys…” this was with a group of friends and they were debating, and I said, “I can’t…I need you to stop.” And they were actually more curious but it was the start of me unraveling this pattern from before.

And once I did that, you know, you can have all the tools but unless you do kind of that discovery work, and it’s often in the body in the nervous system, that is what really creates the free…the courage, if that makes sense.

Pete Mockaitis
This is lovely. Thank you. Well, now, can you share with us a favorite quote, something you find inspiring?

CrisMarie Campbell
Yes. “It’s not what you do, it’s what you do next,” and that’s from Susan Clarke who I work with. And she’s a great believer in, “Hey, if you say something, and somebody across from you is like looking hurt or upset, it’s not not to say it, but then to be interested.” Like, “Whoa, okay, something I just said landed over there the way I didn’t intend. Tell me what’s going on,” and to be interested. So, “It’s not what you do, it’s what you do next.”

Pete Mockaitis
And how about a favorite book?

CrisMarie Campbell
Currently I am reading Permission to Feel, and it is a book about how emotions are so important and we try to pretend they’re not there, and it’s really harmful for us. And so, how to actually deal with your own emotions as a tool to help you make better decisions and have a happier life.

Pete Mockaitis
Thank you. And how about a favorite tool?

CrisMarie Campbell
It’s going to be feeling my feet and my seat because I probably do that 20 times a day. It seems simple but it’s something that brings me back inside of myself versus trying to please or achieve, and it helps me settle down and make better decisions. It’s free.

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

CrisMarie Campbell
A lot of people like “Do I want to be relational or do I want to be right?” They think about that in their primary relationships because we so often want to be right when with our spouse, and that seems to really resonate for them. Ask yourself that in the midst of a tense situation.

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

CrisMarie Campbell
You can check out our website which is ThriveInc.com and I’m also CrisMarieCampbell on LinkedIn and Facebook, there’s not too many of those that spell their name like I do.

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

CrisMarie Campbell
I would say slow down and ask the people around you, “Why is this so important to you?” to really find out how they’re putting their world together. And while you’re doing that, especially if you’re getting triggered, feel your feet and your seat so you can keep coming back to yourself and not worry about changing them or agreeing or thinking you have to do something different because that’s usually when we get ourselves upset.

Pete Mockaitis
All right. CrisMarie, this has been a treat. I wish you lots of luck in all of your conflict situations.

CrisMarie Campbell
Thank you, Pete. I appreciate that. You, too.

582: The Five Behaviors That Make You an Indispensable “Go-to” Person with Bruce Tulgan

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Bruce Tulgan discusses how to build real influence and become the go-to person in your workplace.

You’ll Learn:

  1. The mindset that makes you indispensable
  2. Why you shouldn’t stick to your speciality
  3. How to stop juggling and start finishing tasks

About Bruce

Bruce Tulgan is the best-selling author of It’s Okay to Be the Boss and the CEO of RainmakerThinking, the management research, consulting and training firm he founded in 1993. All of his work is based on 27 years of intensive workplace interviews and has been featured in thousands of news stories around the world. Bruce’s newest book, The Art of Being Indispensable at Work, is available July 21 from Harvard Business Review Press. You can follow Bruce on Twitter @BruceTulgan or visit his website at rainmakerthinking.com.

Resources mentioned in the show:

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Bruce Tulgan Interview Transcript

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

Bruce Tulgan
Thank you so much for having me back on.

Pete Mockaitis
Well, I’m really excited to dig into your wisdom. And last time we spoke, which is way back in episode 302, I was impressed with just how real a sense you had for the worker and the crisis of under-management, as you called it at the time. Can you tell us, what’s the lay of the land right now in terms of the worker experience amidst remote work and pandemic, and what’s really going on here?

Bruce Tulgan
I think most people right now are feeling a tremendous sense of uncertainty. A lot of people, of course, are afraid for their health and wellbeing, or the health and wellbeing of their colleagues or their family. I think a lot of people are worried about the security of their jobs. I think in the environment where a lot of people have been furloughed or who have been let go, usually as a result of just economic necessity by employers, are leaving fewer people to do as much work, or more work in many cases, trying to reinvent the work in some cases, or trying to figure out what to do the same and what has to change. I think most people are feeling very vulnerable to a lot of forces outside their control.

And, look, even before the pandemic era, I think, like employers were trying to get more and more and more out of every person. Most people were feeling, I think, like they have to deal with more and more people, up, down, sideways, and diagonal, all over the organization chart. People are fielding requests all day long from their colleagues, not just from their boss and their teammates but from people in other teams and other departments.

So, I think people are grappling with a tremendous sense of uncertainty and over-commitment, and that’s where we find ourselves.

Pete Mockaitis
Okay. And you addressed many these questions even before the pandemic came about in your upcoming book The Art of Being Indispensable at Work. Can you tell us, what’s the key thesis here?

Bruce Tulgan
Yeah, everywhere I go people are saying, “Gosh, I want to be one of those indispensable go-to people but how can I say yes to everyone and everything?” And the result is you get over-committed, and then, all of a sudden, you’re juggling. Pretty soon, if you’re juggling, you start dropping balls. What do you do? You work harder and harder and harder. You try to juggle faster and faster and faster.

So, those, increasingly with the questions that people have been asking me in our seminars, led me to our research. One of the things I’ve been doing for years is studying what I call go-to people. Everywhere I go when I’m doing talent assessments, I ask everybody, “Hey, who are your go-to people?” For years I’ve been trying to figure out, “What is it that these people are doing? Why did they make it to these go-to list over and over and over again, consistently over time? What is it that they have in common? How is it that they don’t get over-committed and don’t suffer from siege mentality, and don’t go from saying, ‘Yes, yes, yes,’ to saying, ‘No, no, no, get away from me, it’s not my job. You’re not my boss.’?” So, it was really an effort to study that data and draw the lessons from it that led to this new book.

Pete Mockaitis
All right. Well, do tell, what does make a person a go-to person? And, first of all, what are the benefits of being a go-to person? I imagine job security, feeling good about yourself. But you may have a more research-based answer to that.

Bruce Tulgan
Yeah. Look, if everybody always wants to go to you, this gives you an incredible source of power that other people want to work with you, other people want you to want to work with them. And so, I wanted to see, “Well, what is it about these folks?”

It didn’t take long to realize that it was a true service mindset. People who they really want to add value in every interaction with others. They really want to add value. They focus on, “Hey, here’s what I can do for you not what I want from you.” And so, it sounds very selfless but, of course, that is exactly what leads to over-commitment syndrome, right?

So, that was the conundrum, right? How do you make yourself a go-to person and serve others consistently without succumbing to over-commitment syndrome? And what I came to realize was what makes it seem like an unsolvable puzzle, is actually the key to the solution, that it was the people who realized that, first and foremost, you have to fight and defeat over-commitment syndrome. You have to resist the over-commitment syndrome because if you say “Yes, yes, yes” to everyone and everything, you end up doing nothing for anyone ultimately because you make lots of unnecessary mistakes. You get into all kinds of trouble.

Pete Mockaitis
Okay. Well, this is resonating in terms of that’s what makes an indispensable person is just that they want to add value, they genuinely care. We’ve heard this sort of theme in a number of ways, from a number of guests. They’re not so much motivated by climbing the ladder, being the top dog, looking awesome. They just really do believe in what they’re doing and want to help people and achieve those objectives. So, cool. So, there we have it. That’s the thing that makes them indispensable and, yet, they also have to then play defense against the tendency to overcommit to do everything for everyone at all times. So, how is that done?

Bruce Tulgan
Well, I started calling this the peculiar mathematics of real influence because it’s become conventional wisdom that if you don’t have authority you have to use influence. And I try to figure out, “Well, what do people really mean by that, use influence?” Often, what they really mean is stand-ins for authority. And what is authority? Authority is control over rewards and punishments. Authority is a position, power, whereby you enforce the rules using rewards and punishments. That’s what authority is.

Influence is power you have without position. But this leads a lot of people down the wrong path because, “Are you supposed to badger?” Sometimes people deputize themselves, right? They go over your head, or they go to their boss, or they try to play the quid pro quo, “You do this for me, I’ll do that for you. You don’t do this for me, then maybe I’ll withhold my support for you in the future.” Sometimes they try to flatter and ingratiate themselves. But none of these things build real influence.

The reason I call it the peculiar mathematics of real influence is it’s an asset that you have but it lives in the minds of other people. My influence with you lives in your brain and your heart, right? And so…

Pete Mockaitis
Now, I feel powerful.

Bruce Tulgan
Right. So, that’s why the mathematics are so peculiar because if you try to badger, or bribe, or threaten, or bully, or ingratiate yourself, or go over somebody’s head, you lose real influence. They stop rooting for you, they root against you.

Pete Mockaitis
That’s right. That kind of sucks.

Bruce Tulgan
Right.

Pete Mockaitis
I’d like to not think, if possible.

Bruce Tulgan
Yeah, so you might get your way in the short term but in the long term, you do not build up your influence in other people’s hearts and minds. So, the way you build up your influence in other people’s hearts and minds is by conducting yourself in a certain way. And I call it playing the long game one moment at a time. It’s doing the right thing in the short term so that, in the long run, more good things happen for everyone. That you try really hard in the short term to conduct yourself in a way that makes things go better for everyone over time.

And so, as a result of that, you build a track record of making good decisions. You build a track record. Nobody wants to hear no to their requests. So, so many people they say, “Yes, yes, yes” to please you in the short term.

But a lot of people, they’re saying, “Yes, yes, yes” because they’re trying to please you right now. I always tell over-promisers, “Mark my words, you will be known for whether you deliver on that promise ultimately, so you might make me happy in the moment, but if you over-promise and don’t deliver, that’s what I’m going to remember.”

Whereas, in fact, you don’t have to say yes to everything. What you have to do is take people’s needs seriously, you have to engage with the ask, engage with the request, give it respect and due diligence. And what you want to be doing is trying to do the right thing for the right reasons every step of the way. And this is what builds up your real influence. When you become known as somebody who’s adding value in every interaction sometimes by saying no. You’re adding value in every interaction.

Pete Mockaitis
Well, you know, this just reminds me of my marriage in terms of often what is needed is empathy and listening as much or more so than swooping into action and fixing things, and it also takes less time but more maybe mental effort in terms of remembering, “Ah, yes, this is what I need.” And so, I liked when you said that in terms of respecting the request, you’re sort of you’re taking it seriously, you’re honoring it. And I can kind of just imagine, I’m thinking about my buddy Pat right now. He seems to exemplify a lot of the things that you said here, in terms of you’re really listening, you’re interested, you’re curious, you’re kind of saying, “Oh, so what’s the implications of this? What’s at stake? What makes this hard? What have you tried so far?” I guess having that kind of conversation and then offering, hopefully, something that’s somewhat helpful along the way even if it’s not you, goes a long way.

Bruce Tulgan
That’s exactly right. So, what sets apart the go-to person who’s indispensable? It’s the person who’s most likely to help you get your needs met on time, on spec, in ways that build up the working relationship rather than damage it over time, right? So, the people who are most consistently likely to help you get your needs met, that’s why you keep going back to that person.

You go to somebody who says, “Yes, yes, yes” and doesn’t deliver, you stop going back to that person. You go to somebody who only has no in their repertoire, you stop going back to that person. You go to somebody though who is all about trying to add value. So, let’s say you come to me and say, “Hey, look, I’ll offer that you do this for me and I’ll do that for you.” If I’m a go-to person who’s really trying to build real influence, I’m going to say, “Look, if it’s the right business decision, if it’s aligned with the chain of command and the mission, if I can understand the ask and I’m the right person to do it for you, if I can do it, if I’m allowed to do it, if I should do it, if I’m good at it, if it’s one of my specialties, or it’s something I can get good at, if it’s something I can get done for you, I’m going to do that because it’s my job, not because you’re going to offer me a quid pro quo.”

Pete Mockaitis
Sure.

Bruce Tulgan
Be the person other people don’t want to disappoint not because of where you are on the org chart but because of how you conduct yourself, how you treat people, and the role you play in the workplace.

So, that’s the peculiar mathematics of real influence. Sometimes you got to take the bullet by saying, “No, I’m not going to do that for you” and making somebody unhappy in the short term, or, “Yes, I can do that but in a month, not right now.” But, over time, you build the reputation. So, that’s why I call it the peculiar mathematics of real influence because the more you really serve others, the more power you have in that they want you to succeed, they want to do things for you, they want to do things with you, they want to make good use of your time.

So, there’s five steps that we identified that sort of come out of that way of thinking. And the first step is, if you don’t have authority, align with authority. So, there’s still somebody in charge, so it’s, “Oh, hey, work it out at your level.” Well, wait a minute, step one, make sure you understand what’s required, what’s allowed, what’s not required, what’s not allowed. So, first, you’ve got to go vertical before you can go sideways or diagonal.

Pete Mockaitis
So, when you say align with authority, in practice that just means something like, “Hey, boss, we’ve got this request coming. It seems helpful.”

Bruce Tulgan
In a way, it does. Because, look, you’ve got three choices if you’re trying to work things out at your own level, right? One, you sort of say, “All right. Hey, let’s proceed until apprehended. Let’s just do this and let’s hope this is the sort of flipside of better to ask for forgiveness than to ask for permission.” But, often, if you proceed until apprehended, you have a lot of work to undo because, it turns out, “No, that’s not what we wanted you to do.”

Another possibility is that you escalate every disagreement, right? And then the other possibility is that somehow you try to use some kind of stand-in for authority, like a quid pro quo or some other form. But what makes the most sense is to go over your own head first. And so, yes, it’s, “Okay, boss.” But here’s the thing, sometimes people will say to me, “Well, does that mean that I have to go to my boss before I work out anything at my own level?” And the answer is only if you’re not already aligned with your boss.

So, you want to be that person who already knows what your boss would say. You’re so aligned that you almost could speak for your boss. And if you have people who report to you, should they have to come to you before they work things out at their own level? Only if they’re not exactly sure what you would say. So, that vertical alignment becomes an anchor. But I put it there first not that every single time you are going to work things at your own level you should go over your own head but, remember, you’re not going to be in a position to work things out at your own level unless, first, you have really good vertical alignment.

Pete Mockaitis
And I think that’s excellent. We’ve heard from Mary Abbajay about managing your manager and how that’s so critical to have those conversations up front in advance, what’s important to you, what are the top goals, what are the least priorities, etc. So, are there any other particular key questions or things to cover with boss that go a really long way in terms of getting that vertical alignment?

Bruce Tulgan
Yeah, here’s what you want to be doing. Number one, you want to be making sure you know mission, priorities right now, ground rules, action steps, so that’s where you want to be getting alignment. And then, today, tomorrow, this week, what are our execution priorities? And, also, you want to be feeding information up and down the chain of command about anything that’s changing in the boardroom, or anything, “Hey, here’s some frontline intelligence,” that can help your boss stay in the loop on the other end of the spectrum.

So, you want to be having regular structured conversations with your boss. If anybody reports to you, you want to be having regular structured conversations with the people who report to you. That’s the vertical anchor, right? Then you’ve got guardrails, and then you got to create structure and alignment sideways and diagonal. And here’s the thing, so much sideways and diagonal communication comes in meetings but a lot of it comes in relatively unstructured informal communication.

Much of what we have to say to each other all day at work is asking. Much of our ongoing dialogues are making requests of each other. And so, sometimes this happens in the middle of a Zoom team meeting with cross-talks, sometimes it’s a text or a call. When we used to work together in offices and other workplaces, it might be stopping by one’s cubicle, or a hallway conversation.

And so, one of the things that we identified that these go-to people do is once they have vertical alignment, and they’ve got their guardrails, they know what’s not up to them, that leaves a lot which is basically everything else. So, then step two is know when to say no and how to say yes. And that’s really not creating a bunch of cumbersome bureaucracy but it means putting some due diligence into how you take an ask or a request and make sure you really understand it. Tune in to other people’s needs, tune in to the ask, and then make sure you really understand it.

If somebody starts to make a request, stop them and visibly take notes. Ask good questions. Make sure you really understand what they’re asking. That’s a great way to respect somebody else’s needs and tune in to their ask. And then, know when to say no, “Can I do this? Am I allowed to do this?” And then, “Should I do this?” which is that’s the tough one, right? “What’s the ROI on this?” And sometimes the answer is, “Not yet,” or sometimes the answer is, “I’m not sure. Go back and fine-tune this ask so I can give it even more due diligence.” Sometimes it’s, “Yes, I could do that in two weeks,” or sometimes it’s, “Oh, you know who could do that for you is this other go-to person I know.”

So, steps one and two are align vertically so that, step two, you can give every ask the due diligence it deserves. A lot of people make the mistake of thinking that to be a go-to person you’ve got to say, “Yes, yes, yes, yes.” No, every good no frees you up for a better yes. Now, yes is where all the action is. Yes is where you have an opportunity to add value. But don’t waste your yeses.

Pete Mockaitis
Yeah, the image that comes to mind for me here is like just a venture capitalist in terms of there are many, many deal opportunities that come across their desk, but the right answer tends to be say no to the vast majority of them to say yes to the ones that are just right. And even then, still, most of the yeses are not fruitful in terms of creating value but, boy, a few of them are plenty fruitful so it works out.

Bruce Tulgan
Yeah. And, look, it is an investment decision. It’s how you’re going to invest your time and energy. You can’t do everything so it’s a matter of if you’re going to beat over-commitment, you have to get the right things done. You can’t do everything for everybody so you have to do the right things.

So, step three in the process is work smart. And what that means…

Pete Mockaitis
Before you we go from there, working smart, I’d love to hear, do you have any pro tips on how you recommend articulating a no when necessary?

Bruce Tulgan
Yeah, look, a lot of people say, “The secret is knowing how to say no.” I have racked my brain and I have looked at data from hundreds of thousands of interviews, I cannot find a proper sugarcoating for no that makes it taste good.

Pete Mockaitis
All right.

Bruce Tulgan
So, I think, yeah, you got to learn how to say no is kind of a red herring. The trick is knowing when to say no. And when to say no is when yes will turn out to be a disappointment, when yes is going to turn out to be the wrong answer. That’s why it’s playing the longer game because your no’s are as valuable as your track record of making the right decision on no. No is a huge favor. No, at the right time, is a huge favor because the ask was half-baked. So, we might say yes and go off in the wrong direction, “No, no, no, let’s fine-tune that ask a little more before we say yes.” Or it might turn out that this was not a priority and it’s going to take up a huge amount of opportunity costs.

No and yes are all about opportunity costs. You want a yes to lead to a productive collaboration where you’re going to make an execution plan and execute on tangible results that end up adding real value. So, every bad yes is a squandered opportunity.

Pete Mockaitis
Well, that’s well-said. And I agree that there is no way that you can say no, that I found, that makes everyone say, “You know, thank you so much, Bruce. That’s amazing.” So, maybe if you can’t make it taste good, how do you make it taste the least bad? So, if you had to tell me no right now, Bruce, “Hey, Bruce, could you give a thousand copies of your book for free to our audience? I think that’d just make a huge difference for them and they’ll really appreciate it.”

Bruce Tulgan
Well, see, I’m going to consider that one, but let me take it as one that I would have to say no at the outset. So, what I would say there is, “Oh, hey, I need to know more about that ask. I need to know who are those audience members. How do you anticipate we get it to them? What’s the upside?” You have to ask a bunch of good questions. So, the first part of helping somebody swallow a no is asking lots of questions to understand their ask, not to humor them but to really investigate the opportunity.

Then the next part is you say, “Oh, hey, I can’t do that for the following reasons, right? Gee, I could feed my family tomorrow or I could give you some books. I’d love to give you some books but I got to feed my family.” That’s, “I can’t. I don’t have the resources so I’m not allowed to.” It could be if you’re one of my government clients, I am not allowed to do that because that’s a violation of law.

But let’s say we get past the, “I can do that for you, I’m allowed to do that for you, I’m just not going to because I’ve balanced I evaluate this is not my top priority.” So, I might say, “Hey, I shouldn’t do this because it’s actually a bad idea.” And then I might try to talk you out of it which could end up being a big favor to you, “I don’t think you should pursue this idea.”

It could be I say, “Hey, I might be able to do this in a few weeks or a few months, so if you’d be willing to stay in dialogue with me, I’d be willing to revisit this down the line. Now I’m not stringing you along. If I know the answers, know I’m going to tell you no.” But maybe the answer is, “Gee, if you’re bound and determined to do this, get books and give them to a thousand of your listeners, I’d hate to miss that opportunity, so let me see if there’s some way I can make this happen.”

Another might be, “I’ve developed another go-to person and I could do a huge favor for that person because that person happens to have an extra thousand books, and I bet that person would be thrilled to have this opportunity to give those books. So, I’m going to put the two of you in touch. I’m going to do you a favor by introducing you to that person, I’m going to do that person a favor by introducing that person to you, and you’re going to proceed.”

Worst-case scenario I say, “Hey, let me explain what I do. I sell books not give away books. So, if down the road you want to buy some books, I’m your man. Or what I normally do is seminars, so if you need someone to do a seminar, hey, I’d still love to work with you.” In other words, what you want to do is be authentic. And so, when you’re saying no, you’re explaining why, you’re trying to help the person come up with a solution to their need maybe. At the very least, you’re saying, “Hey, I want to understand what you do. Let me explain what I do. Maybe somewhere looking around the corner, there’s a way that we could be valuable to each other.”

Pete Mockaitis
And I’d love to hear, what are some of the best clarifying questions to really respect the request and do a great job with this? One of my favorites, as we’re talking through this, is something along the lines of, “What are you hoping to achieve by getting a thousand books out there for free to listeners?” Because that’s sort of like sparks all kinds of potential ideas and opportunities. Do you have any other kind of go-to questions, huh, go-to questions for go-to people, that help you do a great job of clarifying?

Bruce Tulgan
Yeah. So, I think it’s useful to come up with the objective because then you might find out that the person hasn’t crystallized the ask very much at all if you can help them meet their objective with a much better ask, right? But I think basically what you’re trying to do an intake memo which is really building a proposal from the inside out. So, what you want to know is exactly what’s the deliverable. So, in a way, that rhymes with the objective, “What’s the deliverables exactly that you want?”

And then, “What’s going to be required of me? What part of this can you do? How can you help me help you? How can you help me help you help me help you?” You can keep going on that track. But, “What’s the timeframe? Let’s estimate the resources that would be needed, the obstacles. Whose authority do we need? Where are we going to get the resources? What’s the time horizon? What are the steps along the way? What would be the sequence of steps and ownership of each step?” You want to build a short proposal inside out, even if it’s on the back of an envelope or on a napkin.

Pete Mockaitis
You know what’s so funny about this, as I imagine how this plays out, even if you ended in no, they’d be like, “Oh, this is kind of a buzzkill because we’re really excited about the progress we’re making, but at the same times, as a result of having spoken with you, I am enriched and en-valued, if that’s word, and better off because now I have some more insight and clarity on what I’m up to and what I should go do, so even though you told me no, I am better off for having asked you.”

Bruce Tulgan
I think so. And even if you already had it crystallized, doesn’t it tell you how I do business? Doesn’t it tell you that I’m serious about trying to help? I’m serious about understanding what you want, and I’m serious about trying to do what I can in the conversation, and maybe following the conversation to operate in such a way that it adds value for you. And so, a big part of this is slowing down so that you make good use of other people’s time, show other people that you’re serious about adding value.

Pete Mockaitis
That’s good. All right. Well, please, continue. Step three, work smart.

Bruce Tulgan
So, step three is work smart, and sometimes people are like, “Oh, yeah, work smart. Got it. Never heard that one before,” right? But the reality is a lot of people think that to be a go-to person you just gotta keep working and working. What is the go-to person? They’re just the one who can outwork everyone. And, in fact, if that’s your only strategy, you’re going to burn out.

So, then some people will say, “Oh, well, work smart. Well, what does that mean?” Well, on one level it means do the things you’re already really good at, do the things you can do very well, very fast, with a good attitude, you know you can deliver on that. The problem is that most people don’t have the opportunity to only work in their area of passion and strength, right? So, “Oh, not good at that. Sorry. I’d like to but I’m committed to working smart so I won’t be able to help you with that.”

And so, what I tell people is there’s a lot of tasks, responsibilities, and projects you’re going to have to do that might not be something you’re already good at, or that’s in your area of passion and strength. But if that’s true, slow down and get really good at it. Don’t just wing it. Don’t reinvent the wheel. Don’t keep trying to, “Oh, you know, I’m so busy that I don’t have time to stop and get good at it.”

If you’re so busy that you don’t have time to stop and get good at it, you are in a pickle, right? So, you gotta stop and get good at it. Learn best practices, “Oh, this is how I do it.” Is it? Well, is that the best way? Maybe you need to learn, “No, no, I’ll figure it out on my own. I don’t want people to see me learning. They might think I’m not competent.” Well, they’re going to think you’re not competent if you pretend to know how to do it and then make it up as you go along and reinvent the wheel, then you’re going to seem not competent.

One of the ironies is that people who are really good at stuff know that people who learn in plain sight are probably the ones who are going to get good at stuff too. You’re not showing yourself to be less competent by learning in plain sight. Again, you’re showing the kind of person you are. Like, so, look, if you ask to do something, I go, “Oh, that’s my specialty. I can already do that very well, very fast, with a great attitude and deliver for you.” Okay. But if it’s not my specialty, and I say, “Gee, I keep getting asked to do this, let me tell you, that’s not my specialty, but it’s going to be one of my specialties soon. I’m going to learn best practices, I’m going to study, I’m going to master them, I’m going to develop repeatable solutions to the most common problems and issues and needs, I’m going to create job aids to guide me.”

That’s how you professionalize what you do. Find the best practices, create repeatable solutions, get good tools. So, anything you find yourself having to do regularly, professionalize, and then you make it one of your specialties because once something is one of your specialties, then think of any minute or hour you spend on one of your specialties, you’re going to add more value with less likelihood of failure than something that’s not one of your specialties.

Pete Mockaitis
Certainly.

Bruce Tulgan
So, there is a kernel of genius in working in your area of passion and strength, there’s a kernel of genius in, “Hey, that’s not my job,” because, really, what somebody is saying is, “Gee, every minute I spend doing that, I’m not going to be adding optimal value.” But everything you professionalize and make one of your specialties is another thing you can do very well, very fast. So, specialize for sure, but when something comes up that’s not your job, you got to kind of put it through the following routine.

First, is it something that really shouldn’t be your job? Like, “This is a wild goose chase,” or something like that, right? Like, “Well, wait just a minute. I’m not even sure if anyone should be doing this.” Or is it something that’s not your job, like the paperwork part of almost anything. Well, I always say to people, “Actually, that is your job so you should professionalize the paperwork part to it.” Or is it like, “Well, it’s not my job to take out the trash.” Well, that’s what I call “Somebody has got to do it, so don’t be a jerk about it.” And, okay, maybe you don’t have to be the goffer, but maybe you’re like, “Okay, I’m the guy. Sure, I’ll be the one to take out the trash,” and you do it really well.

Pete Mockaitis
You know, I remember when I was the junior person on the team in consulting, we needed lunch, someone had to get lunch, and the delivery apps were not proliferating at the time the way they are now, and so I did it but I did professionalize it and it was appreciated because I kept disappointing people, they’re like, “Oh, I didn’t want beans in my burrito.” It’s like, “By golly, I’m just worked a full-blown burrito spreadsheet, and you’re just going to circle what kind of rice, what kind of beans, what kind of meat, and then we’re going to pass that little printout around, and then I’m going to Chipotle, and then no one’s disappointed anymore.” And they loved it, like, “Ha, ha, ha. Great.”

Bruce Tulgan
Exactly. And it’s like, “Oh, I’m the lunch guy.” Well, wait, no. What you’re showing people is, “I’m willing to be the guy to get lunch and there’s nothing I do regularly that I just wing it and make it up as I go along. That’s just how I do business, is I professionalize the things I do.” And the funny thing is, also hidden is these other things that are sort of close to your job that, “Hey, maybe that could be another specialty.” Or, okay, it’s far away from your job, but, “Hey, maybe that could be one of my specialties.”

The funny thing is there’s a tension between spending most of your time on your specialties and then paying attention to the things that are not your job because those are your opportunities to actually expand your repertoire.

Pete Mockaitis
Yeah, well-said. And I tell you what, I really appreciate when I talk to someone and they say, “You know, I don’t know how to do that yet but I am excited to learn or to come up again and again. I just need to nail this down.” And so, I appreciate that. And I guess sometimes the answer is, “You know what, actually, we need it perfect and we need it fast, so maybe you’re not the right choice right now but you could be some weeks, some months down the road.” And other times it’s like, “You know what, that’s the best yes I’ve gotten out of everybody I’ve asked. I’ll take it.”

Bruce Tulgan
I’ll take it. Right, exactly. And, by the way, so you’re putting people on notice that, “Let me be clear, I am a professional but this is not one of my specialties, but I’ll take a crack at it. But be on notice that this is my first go around, or whatever it is,” and it’s one of the reasons why job aids, repeatable solutions, and best practices captured in checklist and stuff like that, checklist is a good example, because, “If I haven’t done it in a while, maybe I’m rusty. The job aid is going to help. If I do it all the time, the job aid might keep me from going on autopilot. If I can’t do it, and I need someone else to do it, and they’re like, ‘That’s not my specialty,’ I say, ‘Oh, here’s a job aid,’ that’s going to help you learn a lot faster.”

It also will help me educate my customer and state, “Let me just show you so you can understand.” Job aids come in really handy when it comes to trying to get someone new up to speed faster on something that isn’t their specialty.

Pete Mockaitis
Now, you’ve reference job aids numerous times, and I contextually can glean that this is a document that contains useful information about how to do a job. Can you expand on what are the components or key elements of a great job aid document?

Bruce Tulgan
Yeah, a job aid is anything that helps you follow best practices, apply repeatable solutions, or draw from repeatable solutions, to extrapolate for a problem of first impression, or a past work product that gives you a jumpstart on making a new work product.

Pete Mockaitis
So, this could be a checklist, it could be a process map, it could be an instructional video, it could be some example deliverables, just sort of anything that, hey, it’s going to do the job.

Bruce Tulgan
Yeah, a checklist is a classic example, a plan is a classic example. Sometimes surgeons use a job aid which is that somebody uses a magic marker to put an X on the right spot so that they don’t cut on the wrong side. That acts as a job aid and it comes in handy.

Pete Mockaitis
Okay. Cool. All right. So, that’s working smart. What’s the fourth?

Bruce Tulgan
Step four is finish what you start. And people will say, “Oh, I’m always so busy I’m always juggling. I’m double and triple-booked for meetings,” as if that’s a badge of honor. And I tell people, “If you’re double or triple-booked, that means you can’t decide what meeting to go to. And if you think you’re multitasking, there’s no such thing. And juggling is what you’re actually doing because multitasking is a fiction. What you’re actually doing is task-shifting.” And some people do it really fast, that’s why I call it juggling. But if you’re always juggling, you’re bound to drop the ball.

So, one of the things we wanted to look at is the people who were able to have a really busy schedule and an ever-growing to-do list but they still get stuff done. And what we identified was that the people who get the most done are the people who break work into smaller chunks and break their execution time into bigger chunks. So, it’s bigger chunks of time, smaller chunks of work.

And so, the drill is simple. Look at your schedule every day but find the gaps in your schedule, your “Do not disturb” zones for focused execution. And then look at your work and your to-do list, and plug in doable items, doable tasks, doable chunks of work in those scheduled gaps. So, what you’re looking at, so you know there’s 168 hours in a week and nobody is making any more of them. But, in fact, if you create scheduled gaps in which you execute on concrete results, and start with the highest-leveraged concrete results, then you are actually manufacturing time for yourself because what you’re doing is you’re obviating unnecessary problems, you’re obviating problems hiding and getting out of control, you’re obviating squandered resources, you’re obviating work either getting done wrong or not getting done, you’re obviating holding other people up.

So, high-leveraged time is setting someone else up for success. High-leveraged time is avoiding an unnecessary problem. High-leveraged time is planning for optimal use of resources. High-leveraged time is if there’s a set of steps that need to be done in sequence, and one of them takes time up front, so I call it preheating the oven, is a great example, or putting the bread in the oven before you make the salad. It’s sequencing. Those are all high-leveraged execution times, and that’s how you start to create more and more scheduled gaps for yourself in which you can get more and more concrete results done.

Pete Mockaitis
Yeah, I like the notion of the oven, or it’s sort of like getting something in motion so that it’s moving while I’m doing other things.

Bruce Tulgan
Exactly. So, it’s giving somebody instructions, it’s cleaning the machine, sharpening the saw, what Covey would say, sharpening the saw. It’s high-leveraged time. But you got to execute, execute, execute. So, people who don’t make time for focused execution, they’re the ones who are always busy but never finishing things.

Pete Mockaitis
All right. And the fifth step?

Bruce Tulgan
Is keep getting better and better at working together. And there’s so much finger pointing, and so much politicking in the workplace, and that’s because everyone knows relationships are where it’s at. The problem is, yes, the relationships are key, but if the work goes wrong, the relationships go sour. And if the work keeps getting better and better, the relationships get better and better. So, I always tell people, you know, take time to review and look around the corner together.

Every time you get a task, responsibility, or project done with somebody, stop. Don’t go into a conference room and blame. Don’t whisper behind people’s back and finger-point. What you do is go to your collaboration partner, and say, “Hey, here’s what went well. Thank you. Thank you. Thank you. And let’s look at how we can work better together going forward, and let’s look around the corner and plan the next collaboration.” So, it’s basically taking a continuous improvement approach to relationship management.

So, when people say, “It’s all about the relationships and networking,” that doesn’t mean making best friends and politicking or undermining the people you don’t like. It means taking continuous improvement to working relationships and things will go better and better and better. And if you do that, if you align up and down the chain of command, and then put structure and substance into your sideways conversations, if you make good decisions about yes and no by really tuning in to the ask, if you professionalize what you do, work smart, finish what you start, and you keep fine-tuning how you work with people, then people notice how you conduct yourself.

The ones that people keep going back to over and over and over again, the ones everyone wants to work with, the one everyone will want you to want to work with them, that’s what they do, that’s what go-to people have in common. And when you do that, sometimes people will say to me, “Well, the problem is I’m the only go-to person here.” Well, are you sure? They say, “Well, if I work in a greater organization, well, that would make it easier to be a go-to person.” Well, sure, if you work for a greater organization it makes it easier. But it turns out, if you conduct yourself this way, you become a magnet for other go-to people. It becomes much easier to find go-to people. And if you can’t find them, build them up. They will remember.

Pete Mockaitis
That’s great. Well, now, could you share with us a favorite quote, something you find inspiring?

Bruce Tulgan
Stephen Covey says, “Remember, you can’t take a screwdriver to somebody else’s head and tighten the screw or loosen the bolt, but you can control how you respond to other people.” And Covey called that being response-able. So, that’s one of my favorites.

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

Bruce Tulgan
Well, how about Pavlov? Thanks, Pavlov, I’ll do that again. I always tell people, if you reward people in close proximity to the performance in question, then they’ll say, “Thanks, Pavlov. I’ll do that again.”

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

Bruce Tulgan
Well, right now, I guess my only tool is this studio we’ve just created. It is now my portal to the world because if you’re in the business of selling hot air to auditoriums full of people, this is not the best time. And so, we’ve created a production studio so that we can deliver our research services and our training and consulting services right from this portal to the world.

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

Bruce Tulgan
The best place to go is RainMakerThinking.com or I’m told you can link in with me at LinkedIn or @BruceTulgan on Twitter.

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

Bruce Tulgan
Every single interaction you have with people, stop focusing on what you need or you want from them, and focus on what you can do to add value. Focus on what you can do for other people, and you will build up the most valuable asset you possibly can have, which is real influence. You will build that up. And just remember that the bank is the minds and hearts of other people. So, stop focusing on what you need from other people and start focusing on what you can do for them, and you will become very rich in real influence.

Pete Mockaitis
All right. Bruce, this has been a treat. I wish you much luck in all of your adventures and all the ways you’re indispensable.

Bruce Tulgan
Thank you. Well, you’re great at this. You make it so easy and you make it so much fun. And thanks for bringing out the best in me here.

581: How to Empower Teams in Difficult Times through Coach-like Conversations with Michael Watkins

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Michael Watkins says: "You're not there to provide answers or solutions, you're there to help facilitate a process... of discovery."

Michael Watkins shares the new conversations leaders need to have in order to empower and support their teams during difficult times.

You’ll Learn:

  1. The question all leaders must ask during a crisis
  2. Why you don’t need to solve problems to be of value
  3. The best thing to do when conversations get emotional

About Michael

Michael Watkins is the co-founder of Genesis Advisers, a global leadership development consultancy based in Boston, Massachusetts, specializing in transition acceleration for leaders, teams and organizations, where he coaches C-level executives of global organizations. He is the Professor of Leadership and Organizational Change at the IMD Business School. He has spent the last two decades working with executives—both corporate and public—as they craft their legacies as leaders and was ranked among the leading management thinkers globally by Thinkers50 in 2019.

Resources mentioned in the show:

Michael Watkins Interview Transcript

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

Michael Watkins
It’s great to be back, Pete.

Pete Mockaitis
Well, it’s great to have you. Boy, I think it’s been about four years. You were episode 29 back in the day. What have you been up to in four years?

Michael Watkins
Well, it’s been interesting, right? So, still at IMD, still doing a lot of work on leadership transitions, still running the consulting company, coaching a lot of CEOs these days, which is absolutely fascinating because, of course, going into a new job right now is just so different than it was before; writing some stuff on onboarding people remotely. But probably the most interesting work has been around the crisis and how people are responding to it, how companies are responding to it, that’s really been the most interesting stuff in the last sort of two-three months.

Pete Mockaitis
Well, yes. And tell us, what have you discovered in your observations, in your research, in terms of what’s new, what’s different? How is work a different ballgame?

Michael Watkins
So, there’s a few different dimensions to that, Pete, and maybe we can unpeel them a little bit, right? The starting point for me getting really interested in this work was I was sitting with an executive team, and it was a senior C-level executive that I was coaching, and she had her team together to sort of talk about the crisis and how things were doing, and doing a little bit of a check in, and they were all kind of expressing their gratitude for, like, “Hey, look, this hasn’t been so bad for us really, but when we look at our people, I mean, look at a level down below that, there are some really different level of magnitude of impact on lots of people.”

And one of the leaders in the room said, “We need to understand, as a leadership team, that we’re in the same storm but we’re in very different boats.” And that was, I think, a very interesting phrase. He knew it wasn’t an original phrase and I tried to kind of track it down. But that got me thinking a lot about just how different the impact, Pete, is on people by age, by stage, by industry, and so I started doing a little bit of writing about that. We also did a pretty big survey through IMD looking at some of the impacts, and so a survey of 600 or 700 leaders across the globe, looking at how they were being impacted.

And one sort of related finding that was really interesting was that it’s the middle tier of leadership that’s really being hit the most by this. The junior people are doing reasonably okay, the senior people are doing reasonably okay, And our theory about this, basically, is, “Look, you’re a part of a two-career family, people you know are losing their jobs, you’re trying to manage the kids at home,” so that was kind of an interesting piece of research and writing. And I want to help leaders think about what’s the impact on their people and begin to coach those people in a reasonable way.

Pete Mockaitis
And so, when you say hit hardest, is this just like on the questionnaire that says, “Hey, I am experiencing a great difficulty,” and we see like those responses are kind of the strongest there? Or what do you mean by hit hardest precisely?

Michael Watkins
So, the way we framed the question was, “To what extent is the crisis creating negative impacts for you at work and at home?”

Pete Mockaitis
All right.

Michael Watkins
And so, what we saw that was really interesting was the biggest impacts for work, the work side, were senior then middle then lower level. But the biggest impacts on the home front were the lowest on the senior because often their kids are gone, they’re pretty well off, somewhat higher at the bottom but it was the middle tier that was really suffering at home, and that’s, I think, not surprising in some ways once we thought about it given the pressure that you’re facing if you’re dual career, with kids, trying to manage some of what’s going on right now.

Pete Mockaitis
Sure thing. And so then, you field out this whole COVID-19 stress index, and what kind of insights can we glean from that in terms of, let’s say we are in the middle, it’s like, “Hey, we’ve learned it sucks to be you”? Okay, well, that’s one insight. What else do we got?

Michael Watkins
No, it really sucks to be you. Let’s be clear, right? So, look, I think the biggest insight here was that senior leaders needed to understand, first of all, at much a deeper level than typically they do, what’s going on with their people. And they need to be willing to coach those people in a way that they probably have never coached them before, and they need to get over the terror of opening up that box of kind of “What’s going on with you really, Pete? Like, what’s really going on here for you?” Because normally, most leaders in normal times, they don’t open that box up very often, and they don’t dig into sort of, “Where are you energetically? Where are you in terms of what’s going on with you right now? How much capacity do you have to really deal with more?”

The context was, by the way, the team was trying to decide how hard to push on the transformation. They’re like, “Yeah, we got everything under control. We did this, we did that. We reacted beautifully to the crisis. We’re feeling great about things. So, hooah!” And this is something else we could talk about, Pete. The crisis is actually accelerating a lot of transformation in ways of working and digital, we can talk about that a little bit, so let’s just drive. And there’s kind of like a, “Well, wait a minute. Let’s take stock of how much energy our people really have and try to understand and factor that into our thinking about how rapidly we’re going to try and push this whole process forward.”

Pete Mockaitis
Well, there’s so many fun directions we can go. And I want to talk about that notion of “How are you doing really?” is not something that people go into very often in terms of sort of a work context. So, I want to learn all about that in terms of to what extent should we, “Hey, work is work, and home is home, and people need personal lives”? To what extent is it optimal that colleagues engage in that discussion? Let’s start with that. Tell me this, how often do you think we should go there?

Michael Watkins
Well, I think we should go there now a whole lot more as leaders than we normally would because this is not normal times, and there are such major differences in the impacts this is having on people. And I guess I start with a very pragmatic point of view, which is you want to try and get the best out of your people right now. That’s part of your role as a leader is to mobilize and focus and to sustain the energy of your people. It’s core to what leaders fundamentally do.

Under normal circumstances, we create this kind of reasonable division between work and life, and we tend not to dive too deeply into people’s lives because, in general, we’re not responsible as leaders in a business for those lives. And you know people are going through things, they’ve lost a spouse, they’ve lost a child, they’re going through financial difficulty, and, depending on the leader you are, you may open that selectively for certain people. If you are someone who’s a real high performer, Pete, “Here’s Pete. Pete’s a real high performer but something is not right. His performance has dropped off pretty significantly. He doesn’t look like the Pete we know, so maybe we’ll peel open that box a little bit and maybe we’ll say, ‘Look, we’re going to give you a little time to get through this divorce, this situation.’” That’s the norm, the way it was before.

Now, almost everybody, when you get down a level or two in organizations, is in some form of challenging situation right now. If you think about the people at the very top of organizations, in general, they’re not going to lose their jobs; in general, they’re financially secure; in general, they’re living in safe places, but so many of the people below them in the organization, none of those things are true. And so, what would’ve been an exceptional thing that you might’ve done, Pete, to open up that box and, “Pete, how are you?” I think it’s become what you normally need to think about doing. Doing those check-ins with your people, seeing where they are, just for the simple reason that you want to try and push that organization forward, continue to get work done.

Like the team I talked to, that chief quality officer, knowing how much she can push forward with something without crashing the organization, crashing people, it’s just, to me, is a very different situation. most leaders are not equipped to open that box up on a fairly broad basis with a lot of people. In fact, they’re often terrified, Pete, about it.

Pete Mockaitis
Yeah. Well, I want to talk about how you open the box well and how you deal with the internal terror. But, first, if we could maybe get a preview of the prize to be had when you go there, could you share with us a cool story about a leader, a team, who made the shift and saw some cool results?

Michael Watkins
Yeah. So, this, I’ll keep with the example I gave you because I think that what happened, it was fascinating what happened, which is the CQO, the chief quality officer, she said, “So, how are we doing?” And the first person out of the box basically just kind of bared their soul not about their personal challenges, but about some of the challenges that a couple people who were working for them were facing. And there was this kind of like silence, kind of this “Huh,” kind of everyone else sort of when she finished, there was this kind of like, “Wow, I didn’t think we were going to go there. I thought it was like the usual check-in where we’d say, ‘Oh, yeah, everything is fine. Things are going great. Working on this now. Everything is good.” But it opened the floodgates of a lot of dialogue about the differences in what some significant people were facing.

And this person was, “We didn’t know they were high risk. We didn’t know they had a mother who was living in an old-folks home in the midst of a fire zone of virus.” You got to understand the things, right? And so, there were decisions made about how quickly and in what way to push forward with that transformation that were very different than what would’ve happened otherwise, Pete. There was a decision, “Hey, we’re not going to quite push with the pace we thought. We’re going to buy ourselves more in the direction of asking for volunteers, for people to step up and do things, rather than start to assign roles and responsibilities.” And, to me, it was just fascinating how different the response could be if you had people who, as leaders, were tuned in to some of the emotional reality of what was going on.

Pete Mockaitis
All right. That’s cool. Well, then it sounds like that team had a greater appreciation, understanding, camaraderie, bond there, and just didn’t put people in terrible burnout-type situations by demanding that they step on the gas full steam ahead when there’s not much in the tank available to do that.

Michael Watkins
Oh, exactly. Right. Exactly, Pete. And I think that if you ask sort of what’s the longer-term benefit of that, it creates a greater sense of cohesion, it makes people feel connected to the organization and not so alone, it’s an expression of humanity. We don’t expect humanity necessarily in business organizations but it turns out that there are humans in business places, right?

Pete Mockaitis
Certainly.

Michael Watkins
So, yeah, to me that was just kind of fascinating. And then the other point you were getting at a little bit was, “Okay. So, wow, I’m going to open the box. I’m going to sit with Pete and three or four of his peers on my leadership team, and I’m going to open the box. And, Pete, how are you really doing?” And you’re going to start with level one of, “I’m fine. Everything is good. Yeah, challenging times. It’s good. But when the going gets tough, the tough gets going, you know. Ah, I’m fine.” “No, Pete, how are you really? Because I’ve seen, to my eye, it looks like there are some challenging things going on for you.” “It looks like, whoa, you actually are asking me what is happening for me?”

And there may be a little bit of time and you may have to do it a couple times, but pretty soon there’s a real discussion going on. Now, you might ask yourself, “What’s the benefit of that?” And you might ask yourself, “That sounds like the work that a coach would do, or a therapist would do, to open that little box up. I’m neither of those things. I’m a leader. I’m not a therapist and I’m not a trained coach. And a kind of this scary thing for me.” And think about it, Pete, why is it frightening to do this?

Pete Mockaitis
Well, I guess, as I’m putting myself in that shoe, well, one, I guess it could just be anytime something is new, different, unfamiliar, there is a weirdness or awkwardness associated with, “Oh, we’ve never really talked like this before, so this is…” So, it’s just weird because it’s new. That’s one thing. And then I think the other thing is, as a leader, I kind of want to be able to provide all of the answers and resources and solutions, and when you sort of go into a different domain or arena, I may very well have really nothing to offer, and that feels uncomfortable as well, like, “I can’t give you what you need.”

Michael Watkins
Well, so I think that you just nailed the second one. I think there is, “Uh, this is different,” but it’s really that second insight, Pete, that’s so crucial which is, “I’m used to solving problems. Part of the reason why I’m a leader is because I’m really good at diagnosing and solving problems. And so, my inclination to a situation like this is to try and fix your problem. And so, if you present a problem to me, I’m going to feel like I’m responsible for solving that problem, and I can’t.” And so that’s part of that. Part of it, too, is, “If I open this up, what happens if Pete really starts to show his suffering? What if, all of a sudden, I’m confronted with a Pete who’s really suffering in front of me clearly? How do I respond to that?” So, I think it’s a combination of those two things.

And so, the implication is that you need to kind of really shift your mindset a little bit as a leader away from thinking that the way you’re going to add value in this situation is by solving the problem, to where it’s thinking that just by opening up the conversation, you’re creating value here. Simply giving you a forum, Pete, to talk about what’s really going on with you, express your emotions, feel like someone cares to some degree about what’s going on, recognize what’s happening, that’s what needs to have happen here. But, for most leaders, you nailed it, the terror is, “I’m going to be confronted with a problem that I don’t know how to solve.”

And, by the way, when you’re trained as a coach, one of the most important things I think you learn is that you’re not there as a consultant, you’re not there as an advisor, you’re not there to provide answers or solutions, you’re there to help facilitate a process. A process of discovery, a process of learning, a process of connectivity. But there’s lots of leaders who don’t, have never really been trained, and perhaps think that they can’t do that, or they worry a lot.

I talked to someone recently about this, they said, “It’s like if I open this up, I don’t know if I’m going to be able to close it. I don’t know where this is going to take me. I don’t know if I’m going to be able to manage what flows out of that box at me.” And I think, again, the advice I give to people is, first of all, you don’t have to be a trained coach to deal with this but you do need to adopt a different mindset, and that’s a mindset of curiosity. It’s a mindset of inquiry. It’s not a mindset of, “Let’s frame your problem and solve it.”

And you need to accept that you may not accomplish much in terms of solving the problem in the moment. But that, even by showing that degree of humanity, even by allowing that person, allowing you, Pete, to begin to express yourself to some degree about what you’re really up against, you’re creating what psychologists would call a secure base, a place that this person can anchor themselves. And, in times like this, the role of the leader in providing a secure base for their people, it’s essential. And you can imagine, too, what happens if you’ve got leaders who don’t create secure bases for their people in times like this.

By the way, this is another part of the conversation. I actually wrote an article after listening in on this meeting. I was just so fascinated by the dialogue. And there was another leader who said, basically, “We have to show them, them being our people, that we have the backbone and strength to lead them through this, but the heart that lets them connect and know we care.” And, to me, that was just such a brilliant articulation of the tension that you feel as a leader in moments like this, because I can’t just go all soft and gushy on you, like, “Oh, poor Pete. That’s terrible. Let me hold you, Pete.” There are limits, obviously.

To be a secure base for you in a moment like that, you have to feel like you can trust me, that I’m going to lead you and the organization towards promising directions, that I’ve got the emotional capacity to deal with what’s happening, but you also want to feel like there’s some connectivity. And this is the way to begin to create that kind of connectivity. Does that make sense, Pete?

Pete Mockaitis
Absolutely. And so, I’d love it if we could get a little bit more of the verbiage, or not that it’s a script, but I imagine there are often some keywords, phrases, expectation-setting, follow-up, bits of dialogue, that come up again and again. So, one example you shared was, “How are you doing really?” Any other things that…?

Michael Watkins
“What’s going on for you?”

Pete Mockaitis
Yeah, “What’s going on for you?”

Michael Watkins
“What’s on your mind?” And not accept the first answer necessarily, “Okay.” “Yes.” You saw a little bit in that interaction, “Yeah, I hear that things are basically okay on the work front but it feels like there’s more going on for you.” And then the person on the other side of the table, you in this case, has a choice. They can say, “No, everything is really fine.” And, at that point, you’ve done the work you need to do as a leader. You’re not there to try and force people into revelation. That’s not your job. Your job is to create a safe space within which that person can share things to the degree they feel comfortable doing so. But the key is not to necessarily accept the surface answer but to maybe open that box up a little bit more.

And there’s other things you can do. You can share a little bit about what’s going on with you. Social psychologists, there’s lots of good studies that have been done on what’s called the reciprocity dynamic. I do a favor for you. You feel obligated to do one for me. It works in a funny kind of way with self-revelation, Pete, which is if I engage in a little of self-revelation, you can feel like it’s okay. Now, I’m not going to say, “My life is a mess, Pete. I can’t begin to tell you how bad things are.” That’s not what I’m saying. But you could give an example of someone, “So, my brother-in law just lost his job. It’s really challenging right now.” And the key here is to be willing to demonstrate a little bit of vulnerability yourself in the name of creating that secure space, again, within which that dialogue could begin to take place.

Pete Mockaitis
Certainly. Well, let’s say that we do go there, we open it up, and then some, I guess, the fears are realized, yup, some big problems have emerged that you can’t do much about. Let’s say, “You know what, it’s just like…” Let’s just say, “Hey, my marriage has been kind of tense and rocky before the crisis. And then when you add in all these extra obligations and difficulties and challenges, now it just seems like we are really at the breaking point.”

Michael Watkins
So, first of all, “I’m really sorry to hear that because it’s coming at a really tough time for you.” And the second thing is, “Are there ways that you can get support that might help you through this? Who are you able to talk to about this? Are there resources that you can start to bring to bear?” You can begin to ask questions that are about creating a context within which perhaps they begin to see alternative ways of looking at the situation, “Is there another way to look at what’s going on? Are there alternative perspectives you might explore about what’s happening here?”

And, again, there’s no rocket science here. It may be that you help someone just get a little bit different of a view. Maybe you help someone think, “Hey, wait a minute. There is someone maybe that we could talk to about this. There may be someone in the family system that can help us think about this a little bit.” You might ask, “Have you talked to each other about it? Do you feel like you’re communicating well about it?” And, again, none of this is about you solving the problem, Pete. It’s about you enabling a thinking process to go on, and a feeling process to go on, and may take people in a potentially productive way.

And, by the way, you don’t have to go too far down this road necessarily, and it may be a few different conversations that lead to this, or they may just walk away feeling like, “Hey, at least someone was listening.” Does this make sense to you?

Pete Mockaitis
I’ve got you. Thank you. Yes, that is good. And just to reassure listeners, Katie and I are doing well. That was an invented example. Not to worry.

Michael Watkins
But you say you’re doing well, Pete. But do you feel like everything is going on…? I’m teasing you. I’m teasing you. We’re not going to do this.

Pete Mockaitis
Well, hey, I was going to say, well, we could do it. I think demonstrations are valuable. Well, I talked to Marcia Reynolds, who’s a great coach, on the show. We went into this a little bit. But I do, I feel like I have less, I think, capacity is a good word, in terms of I’m a bit less zesty, energized, fired up. I have a harder time doing a 10-hour workday in terms of real work than I used to. And so, a lot of times things just seem too hard, like little things. Like, “Oh, I should maybe clean up this office a bit.” It’s like, “Oh, it just sounds so hard. I should go to that pile of mail there.” It’s like, “Oh, geez, that’s too much.”

So, there’s been some of that in this midst of feeling kind of I’m an extrovert, I like to see my people and have some adventures. And two plus months of deprivation on that front, in church, I miss that. they wear on you, and so I’m feeling less zesty and less capable of cranking out great work hour after hour. But I do like that I’ve gotten pretty good at prioritizing, it’s like, “This is the stuff that really, really, really, really matters,” and I’m kind of managing to be consistent in executing those things.

Michael Watkins
So, there’d be a few different directions we could go. And, by the way, we’re kind of a little past the leader stuff and into the coach stuff now, and that’s okay, right? You can have a conversation that revolves around a little bit of what you just did, which was sort of the good and the not so good, and try to see that there are different perspectives about what’s happening, that it’s certainly not all bad. I certainly don’t feel like everything that’s happened is bad. There’s some been real positives. So, how do we sort of explore that a little bit?

I’d be asking you whether there are things that you’re doing that are consistent with your values and do you feel like you’re creating value with what you’re doing. And I can tell you do, right?

Pete Mockaitis
Right, yeah.

Michael Watkins
For sure. I’d be talking to you a little bit about your energy probably, which is sort of what you’re describing is a situation within which the normal things that energize you, especially as an extrovert, may not be as present for you. There are some different ways to deal with that. One is to accept it, “Okay, I’m going to have a little less energy right now. I’m not going to beat myself up about the fact that I didn’t deal with that little pile of stuff today.” Or there could be a discussion about, “Are there alternative ways of replenishing your energy?” Maybe even a discussion about, “How in tune are you with your energy level?”

Now, we’re sort of past what I would expect a typical leader to do in a situation like this. What I would expect a leader to do in a situation like this is at least open up a discussion, create a space within which some conversation can happen, demonstrate that secure base, that you are a secure base for this person to some degree, and maybe you can offer them some ways of thinking about things in somewhat different ways, or seeking out other sources of support. I think, as a leader, you can go. Beyond that, you’re into the realm of coaches and perhaps even therapists, yeah.

Pete Mockaitis
Okay. Well, that’s helpful. Thank you. And it paints a nice picture. I want to address the fear or concern that, “Uh-oh, if I open this box, maybe I can never kind of bring it back.”

Michael Watkins
Let’s imagine the worst case happens. So, I say to you, Pete, “How are you doing?”

Pete Mockaitis
And I say, “Fine.” Okay.

Michael Watkins
And then I say, “You know, Pete, it seems there are some things you seem to be struggling,” and you just break down completely in front of me, which can happen. And it’s not a male-female thing. It could be that you’re under so much pressure and so much stress that at that particular moment it all comes crashing in on you, and you break down in front of me. I mean, I can’t imagine anything that’s a whole lot harder than that, to see somebody having to just crash on you.

Pete Mockaitis
Full on crying, yeah.

Michael Watkins
What do you do in a moment like that? You wait and sit with the person. You’d be present with them. You give them the space to recover. You engage them in a way that you can tell they’re willing to be engaged with. I think the bottom line, Pete, is that there’s kind of an overblown fear here, that if I’m in the presence of such powerful emotion, I’m not going to be able to deal with it. But the reality is I don’t think it’s that.

Pete Mockaitis
Right, yeah. I buy it. I’m with you. And then, I guess, I imagine that it’s overblown fear. It’s not going to continue forever. I guess maybe the fear is that if you’re going on for two hours, like, “How can I…?” how to say, like, “Well, we’re done now.” How do we bring it to a close?

Michael Watkins
“Pull yourself together, Pete,” you know. Start the Patton solution, right? The General Patton solution comes in. Like, that’s not going to happen. It just isn’t. And if it does, then you’re dealing with someone who probably needs some real therapeutic support because they’re depressed it’s probably better that you know that, honestly, and you can suggest that maybe they need to do it. You also need to deal with the next-day phenomenon, too, which is they come to work the next day, and they’re kind of embarrassed by what they shared.

And you kind of got to be thoughtful about making sure that they understand that whatever was revealed was okay. You haven’t lost respect for them. They’re still a valued member of the team. Because I’ve seen this happen, I’m sure you have too. It’s kind of you do something, you make a revelation and then you go back, and then you kind of go, “Oh, my God, I can’t believe I shared that with Michael. What must he think of me?” And so, you’ve got to be aware of the residences, the waves that kind of flow out of something like this.

Pete Mockaitis
Gotcha.

Michael Watkins
But, again, there’s nothing rocket science here, Pete. It’s just kind of this whole humanity but we’re not used to as leaders necessarily playing that role.

Pete Mockaitis
Yeah. Well, thank you, Michael. So much good stuff. Tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Michael Watkins
No, I think that’s the big point. I think the other thing that I’m finding interesting these days is how organizations are kind of how organizing to thrive as we come out of this, so that’s been another stream of work I’ve been doing because the tendency at times like this is to really focus on the crisis, focus on trying to deal with the financials, trying to retrench, you get into survival mode. But I see some organizations that, even though they’re in the midst of that, you’ve already got leadership that’s beginning to think about, “What might after that is going to look like?”

I’m working with a big healthcare system right now. It’s been pretty fascinating because they’ve been very badly hit, as you can imagine by what’s happened. And the healthcare systems have taken a double blow, Pete. On one hand, they are the frontline of what’s going on with COVID-19, and so they’ve got frontline caregivers that, as you can imagine, are going through really tough stuff. They’re mobilized into trying to deal with this crisis. They’re trying to find the equipment. They’re doing all this stuff that they’re doing. And, on the other hand, their largest sources of revenue are being demolished because people aren’t coming for office visits. Some of them are doing better with virtual stuff. They haven’t been going for surgeries, and so they’re kind of watching their financials just go, right?

Now, you can imagine that the response would be, “Oh, my God, we need to focus just on the financials. We need to focus on those caregivers. We need to retrench.” But what I found fascinating with this particular organization is the extent to which they have kind of pulled out aside some energy, some leadership energy, and devoted that leadership energy to imagining how they are going to reimagine key parts of their business to really propel themselves out the other side of this. And I think that’s pretty rare but it’s pretty fascinating how they’re doing it. And if you think about the value of doing that, they will be in so much better a place when they come out the other side than they are right now.

And I’ll give you an example of something they did. There’s lots of little examples. So, the crisis breaks, and all their offices are closed, all their primary care practices are done, all their elective surgeries are cancelled, and there’s COVID-19 in the area. This is a big healthcare system in the southeast U.S. And, all of a sudden, they’re getting deluged by calls from people who are saying, “I think I might have COVID-19. How do I…? What do I do? Well, can you see me?” And so, sort of day one, when this happened, when it broke, they got 35,000 calls.

Pete Mockaitis
No kidding.

Michael Watkins
Thirty-five thousand calls, okay? Now, how do you respond to something like that? One answer is you don’t take the calls. They’ve got a lot of people who are very worried. But what they did was just fascinating, and their chief strategy officer in this organization is a real visionary. He happened to have some great connections with Microsoft, and they knew that they were building these AI chatbots for healthcare. And, within two days, they had a functioning screening chatbot that would basically triage people to determine whether or not they really were likely to have COVID-19, and if they did, they would then take them to the next phase, which was a virtual care that fortunately they built the platform for that.

That system, in the first month and a half, handled more than a million and a half calls. Now, you can say, “Hey, that’s a great reaction to the crisis and very innovative.” But they then took it one step further. They said, “Okay, this is really what the future is going to look like from this, so we’re going to use this to learn about our customers. We’re going to use this to pilot this technology. We’re going to lay the foundation to take this in a number of different diagnostic directions even as we’re dealing with this particular issue.” And, to me, that’s what differentiates an organization that’s operating in that reimagined mode and not just in that reaction mode. And I personally find that pretty fascinating.

Pete Mockaitis
Well, certainly. And it’s a lot more fun, as I’m imagining being in that workplace in terms of like, “Okay. Well, hey, we got a capability now to handle a ton of incoming calls that we didn’t have before. That’s great. We’ve got a capability to do virtual appointments now, which we didn’t have before. Okay. Well, now what do we do with these sort of like two new toys that we have to play with in the marketplace to really help patients and financially stabilize?”

Michael Watkins
But I think I would add to that, Pete, think of what it takes from a leadership foresight point of view to devote some of your time and energy in the midst of something like this when, literally, all hell is breaking loose to reimagining the future even while that’s happening.

Pete Mockaitis
Yeah, it takes some fortitude, and you’ve got to kind of…

Michael Watkins
Discipline, my God.

Pete Mockaitis
Yeah, you want to do this but you force yourself to go do that.

Michael Watkins
Yeah. And, to me, this is just…as you know, I’m fascinated by great leadership, and I think that these two examples are examples of ways in which the crisis is driving new types of great leadership whether it’s at the micro level with the coaching and the stuff that we were talking about, or it’s at a more macro strategic level when you’re seeing people who have the foresight not just to react but to reimagine in parallel. And I think we can talk lots more about things as the crisis is accelerating in terms of transformation, ways of working.

Well, same healthcare system but another discussion with the HR chief of staff. Before this broke, this is a 70,000-employee healthcare system. They systematically discouraged work from home, systematically, because they had a culture that basically had a belief in it that, “If I couldn’t see you in the office, you weren’t working.” And, all of a sudden, they’ve got a quarter of their workforce working from home 100% of the time. That’s accelerated the way they will work in the future by five years, more. They’re already putting in place new policies, they’re rethinking their real estate needs for the future.

And, again, it’s just part of that foresight, that reimagine and don’t just react piece that I just think is really so fascinating. But we’re seeing lots of examples of things where something that could’ve taken five years or more and a half is happening in the space of months if you’ve got leadership that is willing to kind of embrace it. Not just react but engage in that reimagination and actually devote some energy to it.

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

Michael Watkins
Maybe not a quote but I have a mantra, so maybe that’s a little bit in the same ballpark as a quote. “Every day is a new adventure.” And that adventure can be a great adventure, a fun adventure, or it can really be a hard thing you go through. But, in these days, you’ve got to expect change. You’ve got to expect challenge. You’ve got to expect that you need to be resilient against those things and, indeed, embrace them to a degree.

And then the quote that I’m thinking about, I guess, goes back to the discussions we had about the first 90 days and leadership transitions in the last session we did, the work I do there, which is, “You never get a second chance to make a first impression.”

Pete Mockaitis
I believe you shared that on episode 29.

Michael Watkins
Yeah, exactly. That’ll take us back. It’s a little bit of a time warp for you.

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

Michael Watkins
So, I was trained at Harvard Business School originally many, many years ago. And as part of the doctoral training that we went through, we studied classic studies of human behavior, and there was something called the Hawthorne experiments. Basically, they were early studies that were done on productivity where they basically took a factory and they tried different things to see if they could make people more productive. And they’ve crunched the data, and in the end, what do you think they discover?

Pete Mockaitis
I think, as I recall from the Hawthorne experiments is they tried to change something, like the light, it’s like, “Hey, it’s better.” And it’s like, “Oh, wait, maybe it’s not.” And it’s sort of like I think what they’re finding was people just liked feeling that you were listening and trying things with them.

Michael Watkins
Exactly, Pete. Well, that’s great that you know that. Not many people know about that study.

Pete Mockaitis
Oh, thank you.

Michael Watkins
But the bottom line was that it was the simple act of paying attention to people and making them feel like they were part of something, that was what grew performance. It wasn’t the amount of light. So, to me, that was a really seminal kind of insight that came from that particular piece of research.

Pete Mockaitis
Lovely. And how about a favorite book?

Michael Watkins
I’m very interested in strategic thinking these days, and so I’m going back to some of the original literature that was done about decision-making and how people actually make decisions as experts.

And so, it’s funny you say this, there’s a book, I’m going to pull it out from under my computer right now, believe it or not. It’s almost like I had a prop ready for this, called Naturalistic Decision-Making. And this is a book that probably no one but me could love but it’s absolutely fascinating. Because if you think about it, it’s really all about what is the foundation of human expertise? What is it that makes us reasoning, thinking, decision-making creatures? And it’s not that we run like computers. It’s that there’s something about the way our brains work that allows us to do that.

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

Michael Watkins
I’ve used mind mapping some and I’ve found that’s a pretty productive way to do things. I’m looking at a tool right now so I’m a little bit advertising it here. I’m in the process of taking my first 90 days program at IMD fully virtual with coaching and a bunch of other stuff. And so, figuring out how to make virtual sessions really interactive and not just the standard one more Zoom call. There’s a tool called MURAL.

It’s a really interesting way to kind of do visualization in real time with different kind of sub-tools associated with it, and I’m going to be experimenting with it.

Pete Mockaitis
Okay. Cool.

Michael Watkins
I just think it’s a really cool thing. I don’t know about you but I get so tired of Zoom. Like, please, not one more Zoom call. I think there’s real challenges in how you continue to motivate teams when you’re operating in an environment like this. We’re way past finding it interesting to do this, right?

Pete Mockaitis
Right. Like, “Oh, this is interesting. It’s like I can see you. Wow!” We’re over that.

Michael Watkins
Exactly. Like, we’re so past that. And so, how do you continue to sustain energy in situations like that? How do you build teams? It’s not easy to build teams and sustain teams and sustain culture through this. And so, tools like MURAL, I think, are really valuable because they introduce a little bit of a creative dimension as well into what can be a fairly sterile set of interactions.

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

Michael Watkins
So, the easiest way to get to me always is LinkedIn just on my profile Michael Watkins. I manage my own messaging and it’s a great way to do that. Otherwise, I’m a professor at IMD. So, if you go to the IMD Business School website, IMD.org, I’m there. And then Genesis is my consulting company. But, really, if people want to connect with me, LinkedIn is probably the best way to do it.

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

Michael Watkins
Yeah, I think, to me, this is so much about what are learning about ourselves through the process of living through these times. What is it that we’re really truly learning about ourselves? What actually are we going to do differently when we come out the other side? I’m not, as you know, a pessimist exactly, Pete, but people talk a lot about the new normal at the end of this. I think it’s possible there won’t be a new normal at the end of this, that the world could be a much more challenging place for a long period of time as we continue beyond this. And so, to me, developing the resiliency to manage what is to come is maybe the biggest challenge we’re going to face.

Pete Mockaitis
All right. Well, Michael…

Michael Watkins
Sorry to end with this note. Sorry.

Pete Mockaitis
Well, I appreciate your candor.

Michael Watkins
Like, “Oh, right, Michael. A real downer for the end.” But I actually think it’s exciting. I think it’s exciting to think about how we adapt, how we truly adapt, and what we truly learn from all this.

Pete Mockaitis
Right on. Michael, it’s been fascinating hearing your latest insights. Please keep up the great work.

Michael Watkins
All right. Thanks. Great to see you again, Pete. Thanks for having me back.

579: How to Grow Your Influence and Lead Without Authority with Keith Ferrazzi

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Keith Ferrazzi says: "You do not have to control more. You have to influence more. You have to co-create more."

Keith Ferrazzi discusses how to turn colleagues into teammates by changing how we lead and collaborate.

You’ll Learn:

  1. How leaders (unknowingly) alienate their teams
  2. How silos came to be—and how we can break them down 
  3. An exercise for creating authentic connections with your team 

About Keith

Keith Ferrazzi is the founder and CEO of Ferrazzi Greenlight, a management consulting and team coaching company that works with many of the world’s biggest corporations. A graduate of Harvard Business School, Ferrazzi rose to become the youngest CMO of a Fortune 500 company during his career at Deloitte, and later became CMO of Starwood Hotels. He is a frequent contributor to Harvard Business ReviewForbes, and Fortune and the #1 New York Times bestselling author of Who’s Got Your Back and Never Eat Alone. His mission is to transform teams to help them transform the world. 

Resources mentioned in the show:

Thank You, Sponsors!

  • Miro. Boost your collaborations with the ultimate online whiteboard at miro.com/awesome

Keith Ferrazzi Interview Transcript

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

Keith Ferrazzi
Well, I am looking forward to helping people be awesome and learning something too.

Pete Mockaitis
Oh, me, too. Well, so you are renowned as a connector. And I’d love to hear, do you have a particularly favorite story associated with how a connection came to be?

Keith Ferrazzi
Wow, oddly-enough, in 53 years, I’ve never been asked that question.

Pete Mockaitis
I love you, man.

Keith Ferrazzi
So, look, and I don’t know this is a great story or not, but it’s so important that you get intentionality in your life around what you’re trying to achieve, and then start asking yourself who would you want to get to know in order to try to achieve that and co-create things with them. A number of years ago, I was just out with Never Eat Alone, Oprah was, of course, the best thing since sliced bread in terms of advancing book sales, and I had been wracking my brain about how I could get to Oprah. I was not a well-known dude at that time. I was well-known in the business world but not in the general world.

And I was just passing by at a marketing desk, and I had said something to her about how important it would be to really just think about getting on Oprah. And an intern, who was only with us for about a month, often in the corner, piped up and said, “Oh, well, I don’t know if it helps, but my aunt is Gayle King.” And I go, “That might be helpful.” It’s amazing. It’s like the point is if you don’t get clear and you don’t put it out there with abundance, then you’re going to be missing opportunities because you never can know who knows who.

I’ve also been in situations where I had mentioned on a podcast, “I wanted to get to know so and so.” And a high school kid reached out to me and did the work. He did the work in his network. He found his friends who had parents, and blah, blah, blah, and ultimately I’d gotten introduced to the CEO of Johnson & Johnson which was the thing that I put out there. So, again, you put it out there, it has a chance to manifest.

Pete Mockaitis
That is really cool. That’s really cool. And for those who have not watched Oprah, Gayle King is her best friend that she references frequently, “My best friend Gayle,” and that’s wild. So, thank you. So, now, your latest here is called Leading Without Authority. Can you kick us off by sharing the case for why that’s important for professionals these days?

Keith Ferrazzi
Well, look, the world has really changed a lot in business, and it’s interesting, in the last two to three months, there’s been more solidification of the way we work, and the future of work has happened in the last two to three months than it happened in the last 20 years, no question in my mind. And the ability today for anybody in an organization to be a transformation agent, an agent of transformation, is more available today than ever before.

Now, I’ve always believed that anybody with a vision and audacity and a willingness to serve the people around them could achieve extraordinary things. I tell the story in Never Eat Alone about me in my 20s becoming the chief marketing officer of all of Deloitte, right? And that was ridiculous, and it had to do with, I didn’t know it back then, it had to do with my capacity to lead without authority, to lead through a strong vision and a willingness to share the stage with other people who I co-created with until they named me the chief marketing officer because I had the vision that we wanted and needed to do that.

Today, it’s not only possible, it’s mandatory. Most organizations are in real dire need of innovation, transformation, constant adaptability, and anybody who’s listening to this, you can be the tipping point for transformation. Gandhi, one dude was the tipping point of transformation. Martin Luther King, one dude, the tipping point of transformation. It is absolutely possible to be the tipping point of transformation but you’ve got to lead a movement. And this book Leading Without Authority teaches you exactly how to do that.

Pete Mockaitis
Well, that’s exciting. Well, so you mentioned a few examples, yourself and some leaders of renowned history.

Keith Ferrazzi
Well, I’m not putting myself at par with Harriet Tubman. Not at all. I’m just saying no matter what kind of a movement you want to lead, whether it’s a meager movement inside of your organization to transform the way you do business, or it’s a social movement, it’s all borne on the same principles.

Pete Mockaitis
And could you share a story of someone who perhaps was frustrated, they were banging their head against the wall, not getting much results in terms of trying to lead because they didn’t have authority and things weren’t going anywhere, and how they turned it around?

Keith Ferrazzi
In chapter one of the book, we meet Sandy. And Sandy is a lovely woman, a well-intentioned HR leader, she’s not the top leader. In fact, she’s kind of pissed off at the top leader because the top leader has said to her, “Sandy, I want you to design a compensation system for the company as a whole. And, by the way, the sales folks over here, they are running their own play and trying to create a compensation system unique to sales. Would you head that off for me please,” and then he disappears like the coward that he was, because he, in reality, knew that he couldn’t stop it.

The head of sales in that company was more powerful than the head of HR, and the head of sales had created, like a lot of sales organizations do, a shadow HR function, and a lot of them do pretty much what they wanted to do. So, Sandy walks into the head of sales operations, a woman named Jane, and says, “Jane, I just want to let you know I’m creating this compensation system. Let’s sit down so we can reconcile what you’re doing with what I’m doing, and I can basically tell you how you should be doing it differently.”

And Jane is like, “Oh, thank you very much,” and never invited her to any of Jane’s meetings. And Sandy was like, “Well, wait a second. I’ve been ordained as the head of compensation. Why aren’t they letting me in these meetings?” Because they didn’t have to, because Sandy didn’t approach it in the right way.

When I ultimately got a chance to talk to Sandy, I met her at a conference that she had hounded me, and said, “I really want to meet you. I really want to have coffee with you.” And I said, “Sure, sure, sure. Let’s do it.” So, we had coffee, and she’s like, “Oh, I’m so exhausted. I think I came to the wrong company. I was very successful in where I was before.” And I said, “What’s going on?” She goes, “Well…” she told me the whole story about Jane and all of her frustrations. And I said, “Well, how’s your team?” And she says, “Well, they’re exhausted too. I’m afraid I’m not going to be able to keep them.” “How’s your team?” And she looked at me, she goes, “Well, I thought I just answered that question.”

And I ultimately got to the point, I said, “Sandy, Jane is trying to build a compensation system. She’s responsible for all of sales. Whether you like it or not, she’s on your damn team and you’re being a really crappy leader.” And it was not in Sandy’s framework that this person who she vilified and was obstinate and not compliant was actually a team member that she had to serve and had to work with and she had to co-create with. Once she got herself pivoted around the fact that she was being indulgent and lazy, and she needed to actually work with this person differently, she approached this person, and this person not only came around but they ended up being great partners.

And what we found out, subsequently, was Jane was also embarrassed because the sales organization was not really playing ball with Jane, wasn’t showing up to meetings either, and Jane was embarrassed. She needed a friend, she needed a partner, but the way that Sandy bound in there with policy and compliance at the forefront just alienated her. So, it’s a very important story, and I think it’s one we’ve all faced at some level or another. And her taking a very different mindset toward somebody that she had previously thought of as an adversary, ultimately yielded extraordinary outcomes for both of them and the company.

Pete Mockaitis
Well, that is a great shift in mindset that can make a world of difference. And I guess you don’t need to go into all the particulars of this individual example, but I’m really curious. Like, salespeople, you know, they want their fat commissions and their bonuses, and I don’t even know how that squares with a kind of global compensation system for a company. How did they crack it?

Keith Ferrazzi
How did they reconcile it? Well, it was interesting. First of all, one of the things that the relationship made Sandy recognize is, you’re exactly right, it couldn’t be a global compensation system. There had to be a local compensation system, there had to be both global and local at the same time. And what they ended up doing is created a beautiful model that had some basic principles that ended up being utilized by sales and, at the same time, cascaded out throughout the whole company.

So, this ended up being a model for all divisions to be able to use so that people could localize their needs. And, look, all the head of HR wanted was to save money on a centralized HR compensation program system, and he did that. He saved money and everybody sort of got their tweaks that they needed to make the program work.

Pete Mockaitis
Beautiful. Well, so let’s talk a little bit about silos. I understand that that is sort of a big obstacle at times to pulling this off effectively, or at least we perceive it as such. I’m thinking about Dan Heath’s book Upstream you quoted repeatedly, “Every system is perfectly engineered to get the result that it gets.” So, can you orient us as to what is the value of silos and how do they come to be and what do they serve?

Keith Ferrazzi
By the way, these are such smart questions. So, silos came to be in the industrial era where everybody gets something, you pass on to the next person who did something, and you pass it on to the next person, sort of the conveyor belt of business, and that worked until the ‘80s. And then in the ‘80s, IT systems came along. I don’t know if you actually wanted this history.

Pete Mockaitis
Oh, sure.

Keith Ferrazzi
The IT systems came along like SAP, and they started to create what’s called the matrix where in the olden days Italy had everything they needed. They had their HR systems, they had their banking, they had their marketing, they had their budgets, everything happened in Italy, and they sold the products in Italy. And then, periodically, all the money would get scraped back from Italy and given to central headquarters which would create the very small central functions.

Well, when you had technology that could scrape the money every day, you had a more powerful CFO and a CFO function, you gained a more powerful chief marketing officer function. Policies, global policies sprung up, and you had HR systems, and supply chain systems, and people in Italy couldn’t even order their damn pencils anymore. Everything was a matrix. There was the vertical P&L and then there was the functional matrix.

The reality was everyone talked about the matrix, but matrix back then was nothing more than silos right on their side so people still clung to who’s got control. At every interface, the question was, “Who’s accountable and who’s got control?” and they fought for it, they scraped for it. This is where I screwed up when I went to Starwood Hotels so I served my way using Leading Without Authority. I served my way into a beautiful chief marketing officer job at Deloitte.

Then I go over to Starwood, and I’m given this amazing global job, and I walk in thinking that I’m the next best thing since sliced bread, and I think that I’m going to design this amazing global brand, and I didn’t give respect to the head of Europe who was running a very solid European marketing plan, but I scraped their dollars back and thought that it would be better to re-allocate. Now, look, I wanted to create a global consistent brand and all these things, but I could’ve co-created with him. Instead, I clung and I leveraged the power and the authority I had in my matrix.

Well, the long and short of it was we were both right and we should’ve been working together. And the head of Europe ended up becoming the CEO and just totally took my budget away as global head of marketing, and I decided this isn’t the place that I wanted to work anymore. So, the important lesson in all of this was that we’ve been fighting for too long, and the reality is you wake up today, and work is done in a very different way. It’s not even done in a matrix. It’s done in a network.

So, everything that your listeners are trying to do in their lives professionally, they have a goal, it’s a fuzzy vision, maybe it’s a distinct goal, and then they have a set of people, a network of people that they have to work with to get it done. That’s a team. That is a team. And that’s chapter one, “Who is your team?” And that was what I was trying to tell Sandy, “Who’s your team?” We need to redefine certain things. There are mindsets that have been guided since the industrial era that even though matrix happened, we’ve been clinging to old mindsets that, “For me, to be transformational, I’ve got to control more.”

You do not have to control more. You have to influence more. You have to co-create more. And I believe very much in diversity inclusion because I believe the diverse opinions inclusively offered will yield higher-performing outcomes. It yields innovation. And so, if you’re leading a network of people, and you’re boldly getting their input, and you’re boldly making big decisions with diverse and challenging insights, you’re going to be transformational, which is a different way of leading. Your team doesn’t exist in the way you thought of it anymore.

Pete Mockaitis
Well, so it sounds like it all starts with changing a couple of your perspectives in terms of who’s on the team and how you engage and lead. Tell us…

Keith Ferrazzi
Can I challenge that for a second?

Pete Mockaitis
All right.

Keith Ferrazzi
So at Ferrazzi Greenlight, we study a bunch of stuff. We study how people and leaders should act. And what I’m saying is leaders and people should act to manage in a network not lead without authority. But how to get them to do it is another thing we study. How do you actually change behavior? And you don’t change behavior by changing mindsets. I know that that sounds odd.

There’s a wonderful phrase I learned from AA, Alcoholics Anonymous. “You don’t think your way into a new way of acting. You act your way into a new way of thinking.”

So, if I want somebody to change their mindset, I change their practices. And, one day at a time, we’ll wake up, and like, “That works. That works,” and the mindset changes. So, you start with the practices.

Pete Mockaitis
Okay. Well, then let’s chat about some of those practices in terms of where would you recommend we start first, then second, then third?

Keith Ferrazzi
Yeah. Chapter one is “Who is your team?” so there’s a very distinct practice where you need to do what’s called a relationship action plan. A relationship action plan literally walks through, “What are we trying to achieve? Who do we need to achieve it with?” And then I even give details about how do you manage that on an ongoing basis with relationship quality scores, etc. So, really, number one is the practice of putting relationship action plans together.

The second practice is earning permission to lead. And I define the metric that I call porosity. Now porosity, it’s a word that exists. It doesn’t exist in the way I use it. Porousness means how porous, how absorptive. A sponge is very porous, right? A glass is less porous.

Leaders have to make people porous. Leaders, in the old day, if you led with authority, you don’t have to worry about porosity. You just said you’re a boss, you told somebody something. They absorb it. That was their job, “My job is to tell you. Your job was to absorb it,” right? So, in the new world where you may or may not be telling somebody something that they have the interest or the desire to absorb, you got to work at getting it absorbed, and that’s leadership. And there’s a whole strategy I called serve, share, and care.

How do you let people know that your job is to serve them? How do you let people know that you are authentically a good human trying to be of service? The vulnerability, the openness, a lot of Brene Brown’s work, a lot of Amy Edmondson’s work, our own research institute has gone into this stuff very deep. And then how do you really land that somebody believes you care about their success?

And there are practices and conversational tips and tactics and tools on moving that forward. There’s also lots of tactics around, “How do you co-create? How do you collaborate?” I think old-school collaboration is broken. Old-school collaboration is like there’s really more buy-in which meant, “I came up with an idea and I’m going to sell you one.” That’s buy-in. Co-creation is, “I have a vision. Let’s, you and I, wrestle this until we make it extraordinary.” Right? That’s the world of innovation that we live in today, and that’s what we need.

So, anyway, there’s tons of chapters and each one has very distinct practices about how do you lead in a network, how do you lead when you don’t have that authority. And, by the way, that doesn’t mean you’re not a leader. You could be the president of a company and still need to lead without authority because there’s always a set of individuals that will resist your idea if you try to foist it upon them with the traditional control and authority mindset.

Pete Mockaitis
Sure thing. Well, let’s dig into some of these little tools, tips, tactics associated with how you really get across that you care about someone and you are trying to serve them and their interests.

Keith Ferrazzi
Yeah. Empathy is critical. Creating empathy between two people is really critical. And think of empathy as a bridge from where you are now to a productive relationship. But what is the key that opens up empathy in its most accelerated path? Like, what’s the thing that would create empathy between the two of us in the most accelerated fashion? You want to take a stab at it?

Pete Mockaitis
Well, I’m listening well.

Keith Ferrazzi
Yeah. By the way, great one. The fastest path to activating empathy is vulnerability because vulnerability creates us. Where you sit and where I sit, how do we create us? I’ll give you a little practice. I’d be curious if you want to do this with me. There is a practice that I use at the beginning of meetings called sweet and sour. Sweet and sour. What’s going on right now in your life that’s sweet? And what’s going on right now in your life that’s sour?

Pete Mockaitis
I like that a lot more than happy and crappy for the record. It sounds a lot more professional and enjoyable.

Keith Ferrazzi
Did you come up with that or did you read that, happy and crappy?

Pete Mockaitis
My buddy Connor shared that with me. I think it’s from camp or something.

Keith Ferrazzi
That’s funny. What’s happy and what’s crappy? I don’t know. I kind of…I might even adopt that one, what’s happy and crappy. By the way, I love that actually. I love happy and crappy. Okay, I totally take it back. I don’t like sweet and sour. It’s happy and crappy.

Pete Mockaitis
All right. We’re going to switch then. We’ll trade.

Keith Ferrazzi
Yeah, so happy and crappy. I win. So, what I’m happy about is I’m happy about the book. I’m also happy that we had the book release is over and the exhaustion of 4:00 o’clock a.m. podcast, not that this is exhausting and a 4:00 o’clock a.m. podcast but I was doing those, right? So, that I’m all happy about. Sour is my son. I have two boys, got one at 12, one at 16. They’re very long protracted pregnancies. No, I’m just kidding.

They were foster children. And the 16-year old, you know, he’s turned a corner in many ways but he’s making very bad choices, economic choices. And at a time when he doesn’t have a job, he’s not making good choices. And that would typically lead me to want to hold him accountable and restrict funding from him because of his very bad choices. And, unfortunately, we’re at a time when we’re in a crisis, and he has no sources of income so I’m struggling to set boundaries and still be supportive, and it’s very difficult for me, and I don’t think I’m being a very good father. So, that’s my sour.

What’s yours?

Pete Mockaitis
Well, okay, I’ll tell you. Well, I guess the sweet and sour, alright? So, I think sweet, actually, hey, amidst the coronavirus pandemic, there has been a surge of enthusiasm for online learning so I’m seeing some actually pretty excellent growth in revenue and such, so that’s pretty sweet. What’s sour is, well, I’ll say what first came to mind and then we’ll discuss this afterwards. Well, at this moment, there is in the U.S. a whole lot of unrest, protests, riots associated with the murder of George Floyd, and conversations about racism and police brutality. And it just makes me sad when I read and I observe and I see the state of where we are and how difficult it can be to heal and transform. It just makes me sad. And I’m feeling hopeless in terms of I don’t quite know for me what I can do.

Now, I think I might know what you’re about to say, Keith, but you tell me. We were talking about vulnerability, what I just shared is sour but it’s not particularly vulnerable to me. That’s just something that I think all of us are kind of dealing with right now. Is that fair to say?

Keith Ferrazzi
It’s cool. First of all, when you asked for this, different people have different natural proclivity of their own openness. So, this is like when we ask somebody, “What are you really struggling with at work?” and your boss asks you that. “Well, I just work too hard.” So, your answer was authentic. It’s something you’re struggling with. How you’re internalizing it could be more vulnerable. You could be talking about a level of depression that you’re having, difficult concentrating, etc. That could be more vulnerable.

But, yeah, I mean, the window of vulnerability is open to how you want to be. The reason I went to personal, and went more deeply personal, is because I wanted to set a tone, and I could’ve gone more, right? If I’m doing this with a group of my friends that know me for years, I would go more vulnerable on things. And sometimes in certain environments you don’t but it’s a start, right? That was a start, and it does breed empathy. It does breed empathy. And then you move from there.

But we help teams create this kind of relational connection as one of the elements. There are eight elements. We coach team through eight elements of transformation. And we believe right now there is a very important opportunity for any member of a team or any leader of a team to re-contract with a team, to reboot how a team’s social contracts exist.

So, for instance, is there a social contract where we care about each other? Is there a social contract where I feel responsible for your success as I do my own? And that’s a contract. Now what’s the practice that follows that contract up? Is there a contract that we’re going to tell the truth in meetings? Or is there a contract we aren’t going to talk on each other’s backs? Many teams have contracts that talk behind each other’s backs. It’s not written on some value statement on the wall but it’s what happens.

I wrote all these up and we’ve done $2 million worth of research on how to apply these methodologies in a remote world. In a remote world, we find that you get a real degradation of trust, and you get a degradation of vulnerability, and you become much more transactional, so a lot of this has to be more intentional.

I put a website when all this happened. I put the $2 million worth of research studies up there. It’s called VirtualTeamsWin.com. And it has been very effective for people, and a part of it is a free contract that you can use to re-contract with your team and do a set of social norms. Now, I do that for a living with teams. I go in and I re-contract teams’ social norms, and I coach them to adopt these behaviors. But I wanted to write a book to help anybody be able to do that. And that was the intention of Leading Without Authority. How do you go into a group of people and help them rewrite their social contracts so you can achieve extraordinary things together?

Pete Mockaitis
Right. And I’m starting to see the pieces are coming together a little bit here. I see that vulnerability led to empathy powerfully as you demonstrated. I guess I know what you’re dealing with, and I feel a closer connection to you as a result but I don’t yet know that you give a hoot about me and what I’m trying to achieve from that alone. What comes next?

Keith Ferrazzi
So, people are always talking about, “How do we get higher degrees of engagement in the workforce?” Well, have them co-create with you. Most old leaders would just dictate. I love reaching out to people and saying, like I said earlier, “Hey, I got an idea but let’s wrestle this together because I think together we can come up with a solution that’ll really kick butt, right?”

So, you got to get into a co-creation. Through the co-creation together, then you’ll have even more time. You’ll have more time to become deeper connected, right? Continue to lead with that authenticity, lead with that sincerity, that generosity, be of service, but along the way you have an opportunity to celebrate somebody in front of another person, “Hey, I’ve been working with so and so. Gosh, she’s just amazing. She’s so smart.” That is another way to show generosity.

So, I think of it as a DNA strand where being of service and being authentic keep intertwining with each other, because the more vulnerable and authentic you are, the more people will open to you authentically and vulnerably back, the more you can learn about them, the more you can be of service, the more you be of service, the more time they give you. And, together, the relationship creates loyalty. And I think this is true of all relationships, not even just work relationships.

Pete Mockaitis
Well I’m curious, if you’re going about doing this sort of thing and you hit some roadblocks and people just don’t seem to be jiving with what you’re trying to do, what are means of diagnosing and correcting what’s going on?

Keith Ferrazzi
Well, lots of advice in the book on this. One of the whole chapters is called, “It’s all on you,” where I come up with six deadly excuses that we use to not work with people collaboratively. And a lot of it is because you bump up against the wall and someone’s difficult or obstinate or distracted. And you’re just like, “Oh they should cooperate with me. They should collaborate with me.” It’s like all on your terms. And so I twist it and I say it’s all on you.

Sometimes, you have to go 99.9% of the way to engage somebody before they start to move halfway toward you. Like with my son, when he first came into my house, I couldn’t say, “When you start acting like my son, I’ll be your father.” He’d be like, “Well screw you. I don’t want you to be my father. anyway” And so I had to work 99.9% harder and on the way, I had to stay there and be vulnerable and try to be the best dad I could be while he was saying, “You will never be my father.” And sometimes we have to do that at the workplace if we want to be high integrity leaders.

Keith Ferrazzi
What I think is most important is that we decide sometimes also when we need to walk away if you can walk away. A lot of energy gets eroded when you are working your butt off to try to convert somebody that is a resistor when you should be working to create outcomes with people who are desirous of getting outcomes with you. Because often the momentum of working with people who are desirous of getting outcomes with you will actually be the thing that you need to convert the naysayer, so don’t spend too much time trying to intellectually convert the naysayer. You should be focusing as well on actually getting results. So, a lot of the methodology of Leading Without Authority is take some small wins and get them over the line as well.

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

Keith Ferrazzi
No. Look, I mean, this was an eight-year passion project. And now I’m creating books, and, just like yourself, I’m creating leadership courses, and I really do want people to be able to be extraordinary in this new world.

I also just started a foundation called Go Forward to Work. And the principle of it is we’ve done a lot of transformation in the last couple of months, I want people to go forward to work, not back to work. I want us to define what the future of work is because I think it’s alive and living right now in this time of crisis, and I want to document it. And I’m working with about 80 CHROs of some of the biggest companies in the world to define what the practices of the future of work are today.

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

Keith Ferrazzi
Oh, yeah. I think it was “A foolish consistency is the hobgoblin of little minds.” I think it was Emerson. But the principle is sticking to your guns too long is foolish particularly if you get more data and you get a better argument.

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

Keith Ferrazzi
Well, I just started using technology in very different ways. I’m using Slack, I’m using Asana. I think it’s so important. Of course, Zoom has been extraordinary. I think it’s so important for us to begin to be much more rigorous in our use of tools to support our business, and that’s not traditionally been done. Even in big organizations, I don’t see some of these tools being used for communications, for program management, for knowledge management, for process redefinition and management. They’re great tools so I would start using some of them.

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

Keith Ferrazzi
I think it’s the definition of all the work that I’ve done, it’s always ask, “Who?” When you figure out where you want to go, you’re trying to think about what you want to do, how you want to get there, there’s a question that we under-curate, and that question is, “Who?” Right? “Who do I need to do it with?” And then all of our science and research helps you be extraordinary, and it helps you be awesome at your job, relative to that question “Who?” from a relational and collaborative standpoint.

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

Keith Ferrazzi
KeithFerrazzi.com is probably the best. I’m very proud of a leadership course we just created there. You can get the book everywhere, but KeithFerrazzi.com is a great place to start. I check my own Instagram too if anybody wants to say hi.

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

Keith Ferrazzi
Yeah. Have a vision for something that could be transformative in your workplace, and identify the first person to bring into the team to co-create that vision. And the wonderful thing about the first person you bring into your team, you’re actually bringing them into their team, meaning this is a real co-creation. Don’t hold this idea up as yours. It’s yours and theirs. Go kick some butt and go be transformative. The next thing you know, you might end up rising up to be an executive at the company because of your transformation.

Pete Mockaitis
Keith, this has been a treat. Thanks so much and keep on rocking.

Keith Ferrazzi
Pete, thanks so much for having me. I appreciate it. It’s an honor.