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555: Why We Fail to Empower, Inspire, and Engage: Unmasking the The Advice Trap with Michael Bungay Stanier

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Michael Bungay Stanier explains why we need to stop giving advice and start asking questions instead.

You’ll Learn:

  1. Three reasons why advice is overrated
  2. A step-by-step process for breaking your advice-giving habit
  3. How to ask more insightful questions

About Michael:

Michael Bungay Stanier is an author and the founder of Box of Crayons, a company best known for teaching 10-minute coaching so that busy managers can build stronger teams and get better results. He was named the first Canadian Coach of the Year. He left Australia 25 years ago to be a Rhodes Scholar at Oxford University.

Michael has been featured in several publications such as Business Insider, Forbes, The Globe & Mail, Fast Company, and The Huffington Post. He has held senior positions in the corporate, consultancy, and agency worlds. He has lived and worked in Australia, the UK, the US, and Canada. He currently lives in Toronto.

Items Mentioned in the Show

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Michael Bungay Stanier Interview Transcript

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

Michael Bungay Stanier
I know. Thank you for having me back, Pete. It’s really nice to be here.

Pete Mockaitis
Oh, yes. Well, I was having a lot of fun during chats because you’re not afraid, again, putting the pressure and expectation on, not afraid to get a little silly and neither am I.

Michael Bungay Stanier
I strive to be hilarious yet useful at the same time.

Pete Mockaitis
Oh, that’s a winning combo in my book. So, we’re going to talk about advice. And you’ve got a fun turn of a phrase, the advice monster. Can you tell us what is that? And can you maybe give us a wild example, like if you’ve got one or two, of the advice monster in action?

Michael Bungay Stanier
Oh, the examples are a legion. People are going to know this right away. So, when I wrote the last book, The Coaching Habit, as a throwaway line, I’m like, “You’ve got to learn how to tame your advice monster.” And people have loved that idea, they’re like, “Oh, I know what an advice monster is. I know my advice monster. I have it.” And, in fact, you all do. As soon as somebody starts talking, and even though they’re telling you about a situation you don’t really understand, involving people you haven’t properly met, with a context you don’t know at all, and technical specifications that you don’t get, after about 10 seconds in your brain, you’re like, “Oh, I’ve got some ideas here. Step aside, I’ve got something to say to you.” And that’s our advice monster. We’ve had to train for years, we spend our lifetime nurturing, feeding this insatiable part of ourselves.

And in this new book, The Advice Trap, I’m like, “You know what, the barrier to staying curious turns out not that we don’t know what a good question is, not that we don’t know the value of staying curious and being more coach-like. The barrier to actually making this behavior change is our advice monster. We’ve got to learn to tame our advice monster.”

Pete Mockaitis
Okay. Well, so you’ve got examples are legion. But could you give us one or two that made you go, “Wow, that is not what to do textbook”?

Michael Bungay Stanier
It’s like, do you want me to just talk about the ones that have happened over the last three hours for me or should I go back to the rest of my life? So, let’s talk about my marriage.

Pete Mockaitis
All right, this is getting good.

Michael Bungay Stanier
I have been happily married for almost 30 years. I met Marcella, my wife, when we were studying at Oxford together. It was one of the two great outcomes for me being a Rhode Scholar. But there’s nothing like a spouse just to drive you nuts. You know, somebody once said, “Your soulmate is the person who pushes all your buttons.” And Marcella does that for me. She has all the right things as well but she also has a way of me going, “Right. If I’m going to give anybody advice, it’s going to be her.”

So, she starts telling me something that she’s up against, and I’m like, “Okay, just stop talking. Just let me tell you what to do.” And if any of your listeners are married, or in a longer-term relationship, or you’ve been in a relationship, or maybe you have kids, or maybe you have parents, you will recognize that need to kind of go, “Okay, with this person I’m close to, or this person that I love, this person I actually like and I want to support, part of what I default to is this, ‘Let me rush in and try and fix it and solve it for you.’”

Pete Mockaitis
Okay. Understood. So, that sort of the impulse, the inclination there, “Let me fix this and solve this for you.” And so, I can see that, hey, that’s not sort of fun on the receiving end frequently. But could you make the fuller case for how that’s really problematic and just what can be at stake if we let our advice monster roam wild?

Michael Bungay Stanier
Yeah, advice is overrated for three reasons. The first thing to say, Pete, is, look, don’t think that I’m saying never give advice because that’s obviously ridiculous. I mean, the podcast is actually this moment of advice-giving so it’d be ridiculous to say never give advice. The problem isn’t with advice, the problem is when giving advice becomes your default response, and we have this ingrained way of behavior. And it turns out that advice kind of goes bad in three ways.

So, here are the three ways. Number one, you’re often trying to solve the wrong problem. We get seduced into thinking there’s all the time that we believe that the first challenge that shows up is the real challenge. It almost never is. It’s the best guess, it’s the stab in the dark, it’s an early hypothesis. But almost never is the first challenge the real challenge.

But let’s just say, for the sake of argument, that actually you are working on the real problem, the real issue that needs to be fixed. Here’s the second issue with advice, your advice is not nearly as good as you think it is. Now, there’s all these cognitive biases that are wiring us to make us believe that we’re smarter, wiser, more able, more insightful than we actually are, and so often our advice is just our projection around, “This is what I did once or what I thought of once. This should work for you as well.” So, there’s your second issue which is not only is often solving the wrong problem but, secondly, even if you’re solving the right problem, the advice you’re offering up isn’t nearly as good as you think it is.

But let’s just say, for the sake of argument, the knowledge you have the right challenge at hand but you have this awesome piece of advice, I mean, it’s brilliant, it’s gold dust, it’s pearls of wisdom, you’re like, “This is amazing.” The third challenge with advice is, “Is this the right form of leadership? Is this the right way of showing up and supporting the person you’re in conversation with right now?” Because there’s a deep insight to say that the idea, the solution, the advice that a person gives themselves is a much more powerful intervention than the advice that you give them.

Even if their idea isn’t quite as good as your idea, and our cognitive biases will have us believe that that’s almost always the case, but there’s something really powerful as a leader, and by a leader it doesn’t mean that you’re actually literally managing a team or if you just interact with other human beings, if you show up with other people and you help people figure out their own stuff. What you’re doing is you’re empowering them to get smarter, to own the idea, to get the wisdom, rather than having it coming down from you because, honestly, when you have somebody giving you an idea, your natural reaction is just to push back against the idea even if it’s well-meant, as it so often is.

Pete Mockaitis
Okay. So, that’s the advice monster and what is problematic about just letting it roam. So, your book is called The Advice Trap. Is it fair to say the trap is just that you have a temptation to give advice and then you fall into it and that’s a bad thing? Okay.

Michael Bungay Stanier
Yeah, basically, again, advice, fine. The default response to going, “Look, my job here is to give advice.” That’s the advice trap, into seducing to thinking that that’s your role. In fact, it goes a little deeper than that. So, the double-click on this whole advice monster thing, it turns out the advice monster has three different personas, and each one of it kind of feeds a deeper need for us, which makes it hard for us to step into this way of behaving which is around the power of being more curious.

So, I’ll take you through the three advice monster personas because people like this. And for the folks listening in, listen up because you’ll hear the advice monster persona that resonates most for you. So, number one is tell-it, and tell-it has convinced you that the way you add value, in fact, the only way you add value is to have the answers. In fact, you need to have all the answers. In fact, you probably need to have all the answers to all the problems all the time. And if you don’t have all the answers, you fail. So, that’s the first one, that sort of sense of that weight, that obligation of, “I’ve got to know everything. I’ve got to always be providing answers or else I’m not adding value.”

Pete Mockaitis
Okay. So, that’s a persona, “My persona is tell-it and I’m telling it.” Okay.

Michael Bungay Stanier
You’ve got it. Number two, save-it. So, save-it, a little more subtle than tell-it which is a noisy one. Save-it, you put a time around you, “Pete, your job is to keep everybody safe at all times. You can’t let anybody stumble, you can’t let them struggle, you can’t let them fail, you can’t make them sweat. Your job is to keep everybody protected, keep everybody safe, keep everybody comfortable. If they struggle, if they stumble, if they fail at all, you fail.” So, that’s that second piece, that kind of that weight of going, “I’ve got to make sure everybody is okay all the time.”

And then the third advice monster, which is the slipperiest, the sneakiest of the three, is control-it. So, control-it has convinced you that your job, the only way you win, is to maintain control, keep control at all times. Don’t give up control. Don’t let others have control because if that happens, you fail. You’ll definitely fail. So, you got those three different advice monsters: the tell-it, the save-it, and the control-it. And each one of them speaks to a deeper need that we hold onto that keeps us stuck in the advice-giving mode because we’re like, “You know what, I feel obliged to have the answer. I feel obliged to save the person. I feel obliged to control the situation.” And when you do that, you don’t let curiosity really blossom.

Pete Mockaitis
Okay, certainly. And so, you call these personas because…well, I guess, I think of them as verbs, “So, I want to tell it, I want to save it, I want to control it.” So, it’s a persona in so far as there’s kind of like a personality or a character associated with the kind of person who feels the need to tell it, to save it, to control it?

Michael Bungay Stanier
That’s a really good question. On the website TheAdviceTrap.com, we’ve actually got a questionnaire which is like 20 questions or so, five minutes to do, and you can follow it through and you’ll actually end up with the advice monster that kind of is your go-to, your default, the one that you’re kind of most familiar with. When I was writing the book, I’m like, “Do we have three advice monsters, and each of them is a different advice monster? Or is it one advice monster but kind of shows up in different ways with different traits depending on who you are and depending on the situation?” In the end, I was like, “No, I think it’s better as a persona. We all have the advice monster. How it shows up, the clothes it wears, the behavior it has, is different for different people.”

Pete Mockaitis
Okay. So, then let’s see, we’ve got three personas but we’ve all got an advice monster. So, I imagine you probably have some universal solutions and some particular prescriptions, given which persona you fall into. So, yeah, what do we do? So, someone is telling us something, we’ve got that urge, the impulse, to pour forth the advice, so what’s the appropriate response?

Michael Bungay Stanier
Well, you can guess that the easy solution here is to just stay curious a little bit longer because curiosity is the light that holds back the advice monster. I mean, questions are the kindling of curiosity. So, the easy, fast answer for people is go, “Look, just ask them good questions. Stay curious a little bit longer.” But, Pete, this is actually what took me to writing The Advice Trap because the first book, the one we talked about when we did the previous interview is called The Coaching Habit. Well, The Coaching Habit is like, “Here we go, I’m trying to unweird coaching for you. I’m trying to make curiosity feel like a useful everyday skill. Seven good questions can take you a long way down the path.”

And we’ve had a lot of people go, “These questions are fantastic. I’ve started using them with my spouse, with my kids, with the people I work with, with the team that I lead, and things are getting better.” And I’m like, “I love that.”

There’s also a lot of people out there who go, “You know, Michael, I like your questions, I like your book, I like the podcast you did with Pete, it’s all great, and I’m finding it really hard to change my behavior. I’m finding it really hard to shift from being advice-driven to being curiosity-led.” And so, there’s kind of a deeper piece of work that’s required.

In the book, this is kind of the opening part of the book, I talk about this difference between easy change and hard change. We are all good at easy change, that’s why it’s called easy change. And the metaphor I’d give you is it’s a little bit like downloading an app on your phone, it’s adding a little bit of knowledge to the current version of you. So, easy change, anytime you get a new phone, or walk into a new hotel room, like I’m in at the moment, or show up in a new place, you’re like, “Okay, I’ve just got to figure this stuff out.” And you do. You listen to a podcast, you watch a video, you read a book, you go and talk to a teenager who explains it to you, and you’re like, “Okay, I kind of get it.”

Pete Mockaitis
I go to Amazon.com and buy a little something. Well, this problem’s solved for $15. Thank you. All right.

Michael Bungay Stanier
Exactly. So, you kind of figure it out and you start off and you’re a little bit incompetent when you do it the first time, but you quickly get competent, and then you quickly get to a point where you’re like, “Yeah, I’ve got it. I’m fine with it.” So, that’s easy change. No problem with that.

Hard change, obviously, is trickier, harder, slipperier, and we all know this because we’ve all tried to take on something where you’re like, “This should be relatively straightforward,” and for some reason it’s really difficult. For some reason, it just seems to be elusive for you. You keep trying, you keep reading more books, you listen to more podcasts, you watch more videos, you buy some more stuff from Amazon, and it just isn’t enough to help you crack this dilemma, this piece around, “I’m trying to figure out how to do this.”

If you’ve ever had a New Year’s resolution where you’re like, “Okay, I’ve made this resolution for the last seven years, but I’m going to make it again this year because, damn it, I’m actually going to get it sorted out this time around.” Well, this is what hard change is. And if easy change is downloading the app on your phone, hard change is when you realize that an app won’t do it. You need a new operating system. The other way of talking about this, Pete, is like if easy change is about tweaking current you, present you, hard change is a commitment to future you. It’s like, “You know what, to do this, I need to become a bigger, different, better version of myself. So, what needs to change so that I can actually step into that way of doing it?”

And that’s a very long answer around your question around, “Okay, we notice your advice monster, what do you do about that?” Well, for some of us, it’s easy change, which is like just ask some questions, and some of us it’s hard change, which is like, “Oh, you’ve got to learn to tame your advice monster.” And that can be tricky, that can be difficult, and that’s absolutely worth the battle because you get to show up in a whole different way.

Pete Mockaitis
Okay. So, it’s going to take some hard change, and it’s not a matter of downloading the app. So, what is it a matter of doing?

Michael Bungay Stanier
So, step number one is going, “Are you up for this? Are you actually committed for actually going to do this?” Because some people are like, “Yeah, in theory, I kind of wouldn’t mind being a bit more curious, but in practice, I can’t be bothered.” So, the first step is to go, “You know what, it’s really worth it. It’s now irritating me how much I give advice. It’s irritating the people I work with how much I give advice. I want to do this change.”

Step number two is to actually say to yourself, “Look, I’ve got to start recognizing my advice monster because until I start seeing it, until I start knowing how it shows up, then it’s really hard to tame something that you’re not quite sure where and how it exists in the world.” So, there’s a way for you to actually take the time and going, “So, when does my advice monster really get loose where they go crazy? What’s the situation and with whom is the person?”

So, it might be when I have my weekly check-in with Pete, “Oh, that man drives me crazy. He starts talking and my advice monster is absolutely loose.” So, the next step is for you to identify when your advice monster is on the loose, so you’re not trying to do a generic, “I’m just trying to be more curious.” You’re like, “No, this is the moment where I’m trying to change my behavior.” And, Pete, this comes from our last conversation, actually, which this ties in with what it takes to build a new habit, which is like be specific, be singular, be focused, don’t be generic but actually pick a moment, pick a new behavior, pick a context, so that you can actually change your behavior in this way.

Pete Mockaitis
All right.

Michael Bungay Stanier
So, step number one, declare the battle is on. Step number two, identify the moment where your advice monster shows up. Step number three, it gets a little more personal. It’s a little deeper dive. And it’s to understand the prizes and the punishments of your current behavior. This is the thing. You give advice because you get something from it. It’s actually a win for you. So, there’s a way of actually identifying how you’re showing up, “What do I get out of that?” And it’s like, “You know what, I feel smart. I feel in control. I get them out of my office faster. I feel like I’m adding value to the conversation. I feel like I’m in control of what’s going on.” It speaks to some of those three different types of advice monsters that we talked about before.

Pete Mockaitis
Or there’s like this pressure, I feel this in my brain sometimes. It’s like if I don’t somehow capture what’s in my head, either by saying it out loud, or writing it down, or sticking it somewhere, then it’s just going to have a piece of me, and that’s uncomfortable, and it’s like I need the resolution and breadth and peace associated with knowing that it’s been captured, otherwise it might disappear forever, and it’s a treasure trove that I can’t allow to just run away, Michael.

Michael Bungay Stanier
Exactly. I love that. That’s pretty powerful insight, Pete. That sense of, “Oh, no, no. What I’ve got is essential and it’s vital, and it’s like, honestly, it’s genius, so I can’t not offer that up to the world, that would be irresponsible.” So, it’s really helpful to see that. And, actually, I love how you talked about that because you can see, in you saying it, there’s an honesty and a kind of vulnerability and a self-awareness around, “I can see how this is a little bit ego-driven, but it’s also true. It’s kind of what’s there for me.”

Pete Mockaitis
And it’s just so fun, it’s like, “Ooh, this is a really interesting idea. It’d be fun to explore it and maybe we’re going to do that right now with the person since they brought it up or maybe we’ll do it later. It’s a little uncomfortable for me to imagine. Well, maybe we’ll just never get to explore, and that fun thought is just going to run away because I put all my attention back towards listening and being curious.”

Michael Bungay Stanier
And miss that moment.

Pete Mockaitis
Yeah.

Michael Bungay Stanier
Well, understanding the benefits you get from it sets you up for the next piece, which is, “What’s the price that you and others pay for your need to share this little piece of genius?” And all parts of equation kind of can suffer as part of this. You can pay the price of being the person who feels that they have to always have the answer, or they always have to have the little genius idea, or they’ve become the bottleneck to the conversation, or they disempower the other people because they’re like, “You know what, is there a point in coming to Pete with ideas because he’s always got his own little genius idea that he always has to share with us and he’s always telling, well, that’s kind of the thing we should be doing?” So, there’s a way that both you and the other person can pay a price around that.

Pete Mockaitis
Right.

Michael Bungay Stanier
And having done that, you’re actually at a bit of a crossroads, which is to go, “You know what, do the prizes outweigh the punishments, or is it vice versa?” And until you get to a point where you’re like, “The punishment of my advice monster, the price I pay and the price other people pay, are now sufficiently significant enough that they outweigh the more short-term,” you know, in the book we call them winds not wins, that short term, “Oh, I get to be genius, I get to be smart, I get to have the answers.” When you see the punishment outweigh the prizes, you’re like, “Okay, I’m up for the change here because the current equation isn’t working as well as it used to.”

Then you go a little deeper. And I will say, Pete, at TheAdviceTrap.com, there’s actually a way, a little video of me facilitating people through this process. So, if people are going, “Yeah, I’m kind of following this but I would like it a bit more.” There’s a video and there’s a worksheet and stuff that people can grab at TheAdviceTrap.com.

We get to that next level down where you’re like, okay, so if what you’ve done with prizes and punishments is kind of figure out the equation for present you, let’s go down to future you and kind of go, “All right, two things to look at here. If you were to tame your advice monster, if you were to stay curious a bit longer, what would you be worried about? What would make you anxious about that?” Because you’ve got to acknowledge which is like, and you’ve got to talk about it, which is like, “I don’t feel like I’m adding value. My little bits of genius might never see the light of day and a little bit of me dies if I don’t get to be a genius every time I show up. That other person might struggle. I might lose control of the conversation. I might not get to be the smart person in the room.”

You get to see all of those kinds of anxieties that you have but then you weigh that against them. But what would future you gain from this new way of behaving? What would you find? It’s like, “Oh, I get to allow other people to be brilliant. I get other people to share their genius with me. And I’m a catalyst and a space for them to be brilliant rather than me to be brilliant. I get to not be a bottleneck. I get to have other people be more confident and more competent and more self-sufficient and more autonomous so I, honestly, I work less hard because they’re all doing their own stuff without having to come to me for their blessing or the idea or whatever it might be.”

And then when you kind of weigh that up, you’re like going, “Okay, I see the choice now.” And it’s actually only when you do that, people work, Peter, that you kind of go, “Right. Now, this is setting me up for a place where I can go. It’s worth me asking a question because I’ve actually kind of gone deeper into the kind of the complexity of the behavior change that’s required.” And you’re going, “You know what, now is the time for me to invest in this future-you state so that I can have more impact as a human being in the life that I live.”

Pete Mockaitis
Well, I really like that process, that framework, in terms of I think you can use that anytime you think about a behavior change or a should, “Oh, I should work out more,” or, “I should eat better.” It’s like, “Well, maybe, but I think what’s probably most appropriate is rather than just sort of have a kneejerk reaction if you’re guilty for doing or not doing all the things, to really zero in on, all right, a true sense of the cost and benefit and opportunity that is awaiting you if you embark upon that kind of a change.” And so, I think that’s super handy that a lot of things you think maybe that you should do, you can realize, “Hey, you know what, actually not worth it. Not worth the cost so I can just sort of let go of that peacefully and move onto something else.”

At the same time, let’s say maybe you do get that perfect clarity and conviction that, “Yes, this is the thing. It needs to happen. I can absolutely see it’s worth doing. The benefits massively justify that investment.” And, nonetheless, much like a diet exercise, temptations arise. What do you recommend for in the moment, you’re committed and yet, ooh, you’re feeling it? What do you do there?

Michael Bungay Stanier
I would go back to some of the stuff I talked about in the opening chapter of The Coaching Habit book. I’m like, “You know what, pick a person, pick a moment, pick a question. Don’t go, ‘Look, I’m just trying to be more coach-like. I’m committed to being more curious in every aspect of my life.’” All that does is set you up for failure.

What I’m saying instead is like, you know what, pick a question and go, “I’m going to try and ask that a few more times per day than I currently do.” And if you’re going to pick one of the seven questions I talked about in The Coaching Habit book, I might go for number two, which is the shortest and the most powerful of the seven questions, which is “And what else?” Like, “What else?” So, the acronym of that is AWE, so it’s literally an awesome question which I love.

And what I found is that what that question has is it kind of built within it is the insight that the person’s first answer is never their only answer and it’s rarely their best answer. But what happens in this is our advice monsters, you ask a question, somebody comes up with an idea, and you’re like, “Nailed it. We’ve got something. Let’s go with it. Let’s run with it. Let’s implement it. Let’s make it actionable,” or whatever it might be.

And what I would encourage people to go is like, “You know what, their first answer is almost never their only answer.” So, ask “And what else?” because it will mean that you get more, you squeeze more out of the lemon of any question that you’ve asked them, and you’ll get better and more diverse answers from the person that you’re working with. So, I think there’s my generic piece of advice on how not to give advice, which is like, “Hey, if you only got one question, make it ‘And what else?’” Because you know what, you can slip that into almost any kind conversation. People won’t even notice.

Pete Mockaitis
Certainly. I think that I’ve been using a lot of the questions that’s come up with a few guests, it’s comparable although you’ve got a knack, Michael, for identifying the nuances between how one question is, in fact, quite different from another given the words and the triggers that it does for people, so let me put you on the spot with this. I’ve been loving “Tell me more about that.” Let’s compare or contrast. Are those interchangeable or do those have some nuances that you’d like to discuss?

Michael Bungay Stanier
Well, “Tell me more about that” has some inherent landmines built into it.

Pete Mockaitis
All right.

Michael Bungay Stanier
I’ll tell you why. So, if I go, “All right, Pete, what’s on your mind?” And you give me something, I go, “Great.”

Pete Mockaitis
This coffee, I’ve been so engaged, I have barely sipped it.

Michael Bungay Stanier
I know about that. And you go, “Okay, here, Michael, here’s a thing that’s on my mind.” And I go, “Oh, interesting. Tell me more about that.” Now, this question feels like it’s in service of me rather than you because I’m going, “I want to find out more about what’s going on secretly because the more I know about that situation, probably the better advice I can give you when it comes to actually my time to give you advice.”

Pete Mockaitis
Okay.

Michael Bungay Stanier
And one of the nuances about asking questions, and this is kind of a real step towards mastery, is to go, “In whose service is this question? Is this more for me or is it more for them?” Because if I go, “Well, tell me more about that,” you’re like, “Well, I already know a bunch about it, but sure, now I’m helping you out by telling you more.”

Pete Mockaitis
I see.

Michael Bungay Stanier
Whereas, if I go, “All right, that’s interesting. I hear what’s on your mind. Tell me what’s the real challenge here for you.” Now this question is in service of you. It’s for you to go, “Well, what is the hard thing here? What is the challenge? Where am I struggling with this?” And then I go, “What else is a challenge here for you?” You’re like, “Oh, yeah, what else?” And as you go deeper, then I go, “Great. So, Pete, of all of that stuff, what’s the real challenge here for you?” Now you’re working and you’re figuring stuff out, because the stance I hold is, look, if I’m in a conversation with you or I’m asking you questions, I don’t need to know a whole lot about what’s going on.

I mean, when we finish this conversation, I’m in Anaheim at the moment to speak at a big tech conference for a big tech company, and I’m going to coach a very senior leader on stage in front of about, I think it’s 1500 people. Now, what do I know about the impossible job of being an executive vice president of one the top three tech companies in the world? The answer is I know nothing. I know absolutely nothing. So, if I sit down with this person, and I go, “What’s on your mind?” and they tell me, and I go, “Well, tell me more about that.” Now, they’re like, “Okay. Well, you don’t know anything about this anyway, and I’m not sure that this covered under our NDA, but I’ll give you some topline stuff.” And I’m like, “Okay, tell me more about that. What else can you tell me about that?”

And now he’s explaining to me what the situation is so I can try and figure out a solution. But if I go, “Yeah, okay, I don’t even know what that means. But what’s the real challenge here for you around this?” And they’re like, “Oh, yeah, it’s this.” I’m like, “Great. What else is a challenge here for you around this?” And they’re like, “Amazing.” It’s them, they’re in the spotlight, I’m in service to them. And “Tell me more about that” is often in service to me.

Pete Mockaitis
Well, that’s a powerful distinction there in terms of who’s the question in service to. And, also, when we’re reviewing coaching contexts in terms of, hey, on stage and such, that’s really handy. I think in previous contexts, “Tell me more about that” was handy in terms of someone said something to you that made you kind of angry, like they’re volunteering some feedback or they’re about to let you know just how you’ve screwed up. “Tell me more about that” is great for disarming versus “And what else?” It’s sort of like, “Oh, really? You’re going to dismiss what I’ve just said?” So, that’s perfect in terms of the different contexts, making one versus the other a bullseye.

Michael Bungay Stanier
So, in the context of somebody said something, feedback, or aggravating, or something like that, the power of “Tell me more about that” is it’s a self-management tool to stop you leaping…

Pete Mockaitis
Oh, that too, yeah.

Michael Bungay Stanier
You know, strangling, you’re like, “You’re triggering me here. I want to kill you.” Here’s a nuance then in that context, which is like, “Tell me more about that” is a pretty broad question. There’s a way that you might direct that conversation to become more useful for you. And here’s how it could look like. You could say, “What’s the data for this?”

Pete Mockaitis
Okay.

Michael Bungay Stanier
Because when people give you feedback, it tends to be a mix of a little bit of fact and a whole bunch of judgment, and a whole bunch of unspoken feeling, and an unspoken want or need, and there’s a way that “Tell me more about that” you may get a bit more of a repeat of what you’ve already heard, which is the same kind of mess of all of that stuff. But you could take it in different ways, you go, “Okay, I hear there’s something going on here. Tell me what the data is. Tell me what the facts are around this because I’m curious to know what’s making you think that.”

You could say, “I hear what’s going on. Just so I’m clear, what do you want here? What do you want from me? What do you want from this conversation? What do you want from this outcome?” Because sometimes actually everything they’ve told you is entirely separate from what they’re really trying to get out of this, and knowing what they want is a much more specific and useful question to actually figure out.

And then the third question that you could ask around that, you could ask, I mean, I love putting feelings and judgments together. In my head, I’ve got this model which is like every conversation has four parts to it: data, feelings, judgments, and the wants and the needs. And the context of like a tough conversation, I’m like, I’m trying to get clear on what falls into what bucket.  So, it’s like I’m just trying to find the right articulation of the question, Pete. It’s like, “If that’s the fact, if that’s the data, what are your assumptions based on that? What do you assume to be true about me, about you, about this situation at hand?”

And what you’re doing is you’re effectively asking the same question you’re asking, which is “Tell me more about that” but you’re being a little more direct, it’s like, “I want to find out about the data. I want to find out what you want. I want to find out what you assume to be true.” And all of those questions can be helpful but one in particular might particularly serve you in the moment.

Pete Mockaitis
Oh, that’s great. And so then, maybe could you give us an example of disaggregating those four components there in terms of let’s just say I’m saying…? Okay, I just looked at your hotel room, so I’ll just say, “You go up to the front desk and you tell them that your bed is unacceptable.” Can you disaggregate that for us?

Michael Bungay Stanier
Yeah. And if they go, “I can hear you’re frustrated there, sir. What is it that you want?” “You know what, I just need a bed, a pillow.” And they’re like, “Oh, that’s easy. We’ll just send over there a pillow.” Or I’m like, “I’ve got a colony of bedbugs.” And they’re like, “Oh, okay. Well, we’ll move you to a different room.” Or, it’s a hammock and I don’t sleep in hammocks, “I thought I was getting a king-sized bed and you put me in the nautical-themed room, and there’s like pictures of pirates on the wall, and it smells of brine, and I don’t like hammocks.” So, that curiosity can help.

Now, it might be for them, they’re like, “Tell us more. What seems to be the issue, sir?” But you’re like, the bigger insight in all of this is that piece around curiosity and the power of it, because “Tell me more about that” is an invitation to stay curious. And that’s the big win around that.

Pete Mockaitis
Certainly.

Michael Bungay Stanier
Well, I’m thinking like a more complex situation because with the hotel and the hotel bed, it’s a transactional relationship, like, “We’re just talking about a bed and then we’re never going to talk to each other again.” If it’s somebody I have a relationship, like it’s my wife, and I go, “Well, I’m just curious. What makes you think that? What’s the data behind what you’ve just said?” And she goes, “Well, I just saw the rubbish bins, the trash cans, out on the pavement, and they were this and they were that.” And I’m like, “Oh, yeah, actually those aren’t our trash cans. Our trash cans are on the back. I brought them in.” And she’s like, “Oh, all right. My mistake.” And that data diffuses the whole situation.

Pete Mockaitis
Okay.

Michael Bungay Stanier
But if I’m like, “Tell me more about that,” she’s like, “I never liked you. You’ve never been good at household chores. You’ve been a burden to the family for 30 years,” and I’m like, “Okay, this has gone really dark really quickly.”

Pete Mockaitis
Oops.

Michael Bungay Stanier
Yeah, exactly.

Pete Mockaitis
And so, in that trash can example, that’s actually really handy because if we look at those four components, so the data are “I witnessed some trash cans that were askew.” Their feelings are “That’s gross and I hate looking at it and it’s very unpleasant.” The judgment is “You’re unresponsive in doing your chores, Michael, and my need is for you to fix that.”

Michael Bungay Stanier
It actually goes deeper than that, which is that, “You’re bad at your chores. You’re a roundabout lazy man. You’re a parasite. You’re sucking me dry. You never carry your weight in this relationship. You don’t love me.” That stuff can kind of escalate pretty quickly.

Pete Mockaitis
Okay. Understood. And so then, Michael, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things here?

Michael Bungay Stanier
No, I think that’s it. There’s a bunch of good resources at TheAdviceTrap.com, there’s a questionnaire around which of the three advice monsters is the one that you’re most familiar with, there’s that process around going into hard change versus easy change. All that resources that people can make the most of it they’d like.

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

Michael Bungay Stanier
I have so many good quotes. I will point to that I’m sitting with at the moment is from Muhammad Ali, and somebody once said this is the shortest poem ever written. And it is, “Me, we.” And I love the profundity of that which is to say we are all connected. There’s no me without the context of us. And what you do here for you is in service to us, and remember that connection. So, me, we. Muhammad Ali.

Pete Mockaitis
Okay. And could you share with us a favorite book?

Michael Bungay Stanier
The book that I keep coming to because it’s an amazing combination of science and just the kind of celebration of the miracle of this planet, being a planet that we can live on, is Bill Bryson’s book A Short History of Nearly Everything. It’s hilarious. That man can write a metaphor better than anybody else I know. And, really, it just opens up the kind of the unlikelihood of being this life on this planet at this time where you and I are able to do a podcast together. It’s like spectacularly unlikely that this could ever happen, and yet here we are.

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

 

Michael Bungay Stanier
The thing that I am enjoying most is a pen given to me by the people that are helping me publish the book, it’s by a company called Baronfig, which are a New York stationary cover. And it just is a beautiful pen.

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

Michael Bungay Stanier
TheAdviceTrap.com is a place to find out about the book. But if you’re going to go to a singular place, basically, a newish website called MBS.works, and that’s kind of a collection of my works, all the stuff that I’m working on, so you can access the books I’ve written. So, MBS.works is a good place to go.

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

Michael Bungay Stanier
Yeah, add a question, just one question per day to your conversation. Make it “And what else?” Make it any other question but I would love you to take one small step in the direction of curiosity.

Pete Mockaitis
All right. Michael, this has been fun. I wish you lots of luck with The Advice Trap and all your adventures.

Michael Bungay Stanier
Pete, it’s been a pleasure. Thanks for the great conversation. I appreciate we kind of went deep and interesting, and you threw yourself in the mix there as well, so thank you.

Pete Mockaitis
Oh, well, thank you. It’s my pleasure.

552: The Foundational Principle that Separates Good Leaders from Bad Ones with Pat Lencioni

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Patrick Lencioni explores why so many leaders fall short–and how to resolve it.

You’ll Learn:

  1. The mentality that separates great leaders from the rest
  2. Why you shouldn’t be afraid of micromanaging
  3. How leaders can have more joyful difficult conversations

About Patrick:

Pat is the founder of The Table Group and the author of 11 books which have sold over 5 million copies and been translated into more than 30 languages. The Wall Street Journal called him “one of the most in demand speakers in America.” He has addressed millions of people at conferences and events around the world over the past 15 years. Pat has written for or been featured in numerous publications including Harvard Business Review, Inc., Fortune, Fast Company, USA Today, The Wall Street Journal, and BusinessWeek.

As CEO, Pat spends his time writing books and articles related to leadership and organizational health, speaking to audiences interested in those topics and consulting to CEOs and their teams.

Prior to founding The Table Group, Pat worked at Bain & Company, Oracle Corporation and Sybase. Pat lives in the Bay Area with his wife and four boys.

Resources mentioned in the show:

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Patrick Lencioni Interview Transcript

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

Patrick Lencioni
It’s great to be with you, Pete.

Pete Mockaitis
Well, I’ve been so excited to chat with you here, and I’ve read several of your books over many years, so I think we’re going to have a good one. I’d love to start by hearing, so you spent a lot of years working with leaders and teams. If there’s a particularly surprising, counterintuitive, fascinating discovery you’ve made across your career in terms of what makes teams successful or unsuccessful, what is that thing?

Patrick Lencioni
Wow, there’s a lot there.

Pete Mockaitis
Just breaking the ice.

Patrick Lencioni
I think the thing I would say is it’s messier than people realize, and the very best teams, the very best organizations, the very best marriages, the very best things in the world are far messier than people like to think they are, and that you have to kind of accept that and be good with that, and that’s what makes it interesting. It’s never neat and tidy and perfect. So, I would say that might be one of the meta things I’ve learned.

Pete Mockaitis
Yes. Well, and I think that kind of goes right into what I was going to ask about next. So, within that, what do you think is the core fundamental root of leaders when they fail to achieve organizational health? What’s behind that?

Patrick Lencioni
Well, there’s a lot of different things, but, as an individual, I would say a lack of humility and vulnerability is probably the single greatest thing. It really takes a leader to be vulnerable enough to admit what they’re not good at and what they don’t know, and humble enough to realize they’re not more important than the people they lead, and that it’s good to be vulnerable and transparent. And so many leaders, if they’re either insecure or self-protective, they really limit their ability to be successful and the organization’s as well. So, I would say it’s humility and vulnerability is at the core.

Pete Mockaitis
And so, yeah, that really tees up and something I’ve been so curious about. The humility, the vulnerability, when you open the book The Advantage, with a really great story in which, I can just visualize the scene, you’re sitting with the CEO and watching the different programs that their workers have initiated across the year.

Patrick Lencioni
This is about Southwest Airlines.

Pete Mockaitis
Okay. All right. So, it’s Southwest Airlines, there we go.

Patrick Lencioni
Yeah, yeah, yeah.

Pete Mockaitis
And so, you’re hearing some really cool story after really cool story, there’s clearly a lot of good organizational health and vibes going on there, and you asked the CEO, “Hey, so how come your competitors aren’t doing this?” And he says, “Honestly, I think they believe it’s beneath them.” And those words just really stuck with me. And so, what are some examples of things that people don’t do that they think maybe are beneath them that, really, we should start doing?

Patrick Lencioni
That’s a great question. In fact, my last book, my most recent book, which is just out now, is called The Motive. And what it talks about is if you’re not a humble leader, if you’re not doing it for service and for responsibility, but for yourself, you’re probably not going to do many of these things. And the things that leaders who are motivated by the wrong things, they don’t like to repeat themselves. That sounds crazy but the leader at Southwest Airlines, I’ve seen him over the course of almost 20 years in various settings, and he has no problem standing up and reiterating the same messages to his people again and again and again, because he realizes it’s not about looking cool and it’s not about entertaining him. It’s about helping his people stay on topic and reinforcing what matters.

And so, here is probably one of the most successful CEOs in the last 50 years, a guy who, by the way, if he walked into your office right now, you wouldn’t knew who he was, and you might not even know his name if I asked you right now, and yet he’s ran the most successful company in America over the last, you know, he’s been doing this for 25 years. It’s not about him, he constantly repeats himself. He is the CRO of Southwest Airlines, which I call the Chief Reminding Officer, and he’s good with that. So, that’s one of the things that people don’t do, and that’s not beneath him. It’s not beneath him to get up and constantly tell the stories and reinforce the messages in different ways.

One of the other things that’s not beneath him is to actually manage his people. It sounds crazy but a lot of CEOs are like, “You know, I’ve been doing this for a long time, I shouldn’t have to manage people anymore. So, I’m going to hire people, I’m going to trust them to do their jobs, and I’m going to just go focus on the stuff I want to do.” That’s not what a great leader does. A great leader realizes, “Whether I’m running a billion-dollar company and I’m a senior executive, or whether I’m running a startup and I have 12 people sitting around me, I have to manage my people. It might sound tedious but I have to do it.”

Another thing that great leaders have to do is run great meetings. So many leaders say, “I hate meetings,” and as a result, they just kind of mail it in, or they avoid them, or try to go to as few as possible. But a great leader has to make meetings great.

Pete Mockaitis
Well, so that’s a good list there. And I want to talk about the management bit for a moment. So, we had Bruce Tulgan on the show, back in episode 302, who discussed what he called the crisis of undermanagement.

Patrick Lencioni
I love it.

Pete Mockaitis
And I thought that was very resonant. We kind of covered some similar themes here. And you’ve got a quote, I think it’s from The Motive, when you say, “Hey, it’s not babysitting. It’s management and it’s your job.” Can you sort of dig into this, this misconception between babysitting, micromanagement, management sort of? Where is the line? What should be done? And what’s not being done enough?

Patrick Lencioni
Well, I want to connect with that guy. I’ve never heard of that. Did he say that, because I feel the same way of crisis of undermanagement? You know, we live in a world where I think people don’t like be held accountable. I think that’s a social phenomenon as well. And so, what they do is they throw out the idea of, “You’re micromanaging me.” And managers, that’s like, I don’t know, that’s like one of those unanswerable things that people go on.

Pete Mockaitis
“Oh, I’m sorry.”

Patrick Lencioni
And managers back off. And the problem is, no, we’re undermanaging people. And if micromanaging means, “I know what my people are working on, I know how they’re doing, I’m available to give them coaching. I’m checking in with them to see how they’re doing,” then let’s all micromanage more. And I think that we’ve come to that place where too many people get away with trying to justify not being held accountable by accusing people of being a micromanager. No good leader is afraid of that.

Pete Mockaitis
All right.

Patrick Lencioni
And so, I just, I agree completely with what Bruce said. And I think that it’s our job. And if we don’t really want to know what people are working on and coach them and be responsible for making sure they’re successful, then we don’t want to be a manager or a leader.

Pete Mockaitis
I hear you. And so then, so you laid out a couple of things. You understand what they’re working on, and the status of those things, and you are available to chime in and do some coaching as necessary. And so then, what is too much in terms of managing? What is true micromanagement look, sound, feel like?

Patrick Lencioni
You know, that’s a great question. And it’s one of those things like we promote conflict, and people say, “Well, what’s too much conflict?” And I would like to say, well, here’s the deal, 95% of people engage in too little conflict. So, rather than worrying about what’s too much, let’s realize that’s a high-class problem.

Now, I’ll answer the question though, but I would say that most managers undermanage. What’s too much? I suppose too much is asking somebody to give you a daily accounting of how they’re spending their time, and asking them to prove every day what they’ve accomplished, and questioning every decision they make, and not giving them any freedom and autonomy. The truth though is I think in all the jobs I’ve ever had, and most of the people I talk to, there’s actually very little of that that goes on in the world. Most people are undermanaged.

Pete Mockaitis
You know, it’s funny, I actually do ask for a daily accounting of my people’s time, but it’s because they’re in another country and we don’t have much face to face.

Patrick Lencioni
That’s different.

Pete Mockaitis
And it’s like six lines long most of the time, “I did this and then this and then this, and tomorrow I plan to do that.” It’s like, “Perfect. Thank you.”

Patrick Lencioni
Hey, you’re not micromanaging. You’re saying, “I just want to know what you’re doing so we can make sure that we’re all rowing in the same direction.” You’re not doing it because you’re questioning whether they’re golfing or watching too much TV.

Pete Mockaitis
Oh, not at all.

Patrick Lencioni
Right. And, by the way, you doing that at the risk of saying you’re overmanaging is far better than say, “Well, once a month or so, we check in and I see how they’re doing.” Successful businesses don’t undermanage. They know what everybody is doing and they help each other.

Pete Mockaitis
Okay. Cool. Well, so we’re situated there. Let’s dig into more about your latest book here. So, we’re talking about The Motive and so your core message there is that there are different motives that drive leaders. And can you break this down for us a little more?

Patrick Lencioni
Yeah, this is the 12th book I’ve written, and if somebody were to say, “Which book should I start with?” I would say this one because this is the first book where, instead of talking about how to lead or how to manage an organization, I address the first question, which is “Why?” Why do you want to be a leader in the first place? And some people have the wrong motivation for that. And I realize that because years ago, Pete, I was talking to a bunch of CEOs and giving them advice, like it was at a conference.

And I was giving them just straightforward advice about how to deal with things, and there were a handful of them that weren’t writing anything down, they were just dismissing everything, and some of the advice seemed really straightforward and other people were getting it. And I thought, I was starting to figure out what was going on with them, and I realized, “You know, if they’re doing this for the wrong reason, none of my advice makes sense to them.”

And the wrong reason is this, “I want to be a leader because it’s a reward for a lifetime of hard work. I’ve arrived, it’s a title, it allows me to focus on the things I like to do, and it’s kind of cool that I get to be the leader.” And there are a lot of people that go into leadership, young and old, for that reason, and that’s a terrible reason to be a leader.

You know, when I go to college graduations, people say to these people, “Go out and be a leader.” I want to yell, “No, please don’t be a leader unless you’re doing it for the right reasons.” You see, the right reason to be a leader is to say, “I’m taking on a burden and a responsibility. It’s a responsibility. And the economics of it are going to be very bad. I’m going to pour far more of my energy into being a leader so I can serve these people than I’m going to get back from it. And I have my eyes wide open. I realize it’s a responsibility and a duty, and it’s going to be hard.” If you do that, then you’re going to do the right things as a leader.

You’re going to say, “Yeah, I don’t want to have to have a difficult conversation.” That’s one of the other things leaders don’t do. “I have to have hard conversations with people. It is my job.” You know how many CEOs I worked with, Pete, who do it for the wrong reasons, who will do anything to avoid having a hard conversation with somebody? They’ll even fire somebody without that conversation just so they never have to have it.

Pete Mockaitis
Well, yes, I wanted you to actually go deeper into this, so I think it was in The Motive in which there was a tale of someone replaced a chief information officer, so one of the CEO’s direct reports, you called him Fred. Give us the whole story. It’s a winner.

Patrick Lencioni
Yeah, and that’s not fiction. All my books are fiction but that’s not fiction. That’s in the back of the book where I talk. So, a true story, a famous CEO of a big company, who I don’t think was a great leader, for obvious reasons when I tell the story, he had a chief technology officer, actually. I think I changed it too, and I knew the guy because we were doing some consulting in the organization, and the CEO wanted to bring in a different CTO, chief technology officer. And, instead of sitting down with the old one and explaining that, “I’m going to hire somebody to replace you,” he just hired a new one.

And one day, the old CTO comes to work and sees an email that goes out to the company saying, “Hey, John Jackson is our new CTO. Let’s all welcome him.” And this guy is like, “I thought I was the CTO.” And so, he calls the administrative assistant. I can’t make this up, right? In fact, this happened about 20 years ago, and I just wonder if I’m making it up because this seems too crazy. Somebody sitting here in the room listening to this is going, “Nope, you didn’t make it up. It was true.”

So, this guy calls the executive assistant to the CEO and says, “I’d like to meet with the CEO,” and they just can’t find any time to meet with him, “Oh, he’s busy.” Weeks, literally, like weeks go by. This guy is coming to work knowing that there’s another guy in the company with his title. Finally, he’s about to get on a private plane with the CEO, small private plane, he says, “I’ll finally have a chance to talk to him.” They get on the plane, the CEO closes his eyes, pretends to sleep the entire time, never speaks to him. Finally, the CTO just quits.

And that’s not just an interesting, wacky story. It goes to show you there are certain people that are leaders but they don’t have the courage or the character to sit down with somebody and say, “I need to give you some tough feedback,” or, “I need to let you know what’s going on.” Now, I get it, all of us are tempted to do that, and I’m not saying we should go around, like, “Hey, all I want to do is have difficult conversations with people.” But that’s our job.

And if a leader isn’t willing to do that, it’s probably because they’re doing it for the wrong reason, they’re like, “Hey, I’m supposed to have fun. Hey, I’m the leader of this department or this organization.” “I’m the principal of this school, the pastor of this church, the CEO of this company, I should get to pick and choose what I spend my time on, and that doesn’t sound interesting to me.” That’s a fundamental problem in organizations.

Pete Mockaitis
And I’ll tell you, even though my team is small, those words really resonated and echoed back to me in terms of, “Wait, am I just doing this because it’s fun? Am I just not doing that because it’s not fun?” And it’s really quite a look in the mirror in terms of like, “Yeah, oops.”

Patrick Lencioni
One of the people that endorsed the book, we sent the book to a CEO of a company, and he sent it back and he said, “Yeah, I’ll endorse it.” And his quote was, “This book rocked me to my core. I wish I had read it 20 years ago.” Hey, we all are tempted to do things for the wrong reasons. I look back at my tenure here at my own consulting firm and realized there were times when I was largely doing it for myself, and I wasn’t good.

And so, we can read this and go, “Okay, I don’t want to do that anymore. I have to do it for the right reasons.” So, life isn’t black and white, we’re not binary. We’re capable of changing, but sometimes we have to be asked that question or ask ourselves that question, “Is my motive really the right one?”

Pete Mockaitis
Yes. So, thank you for that. That’s good. And then, at the same time, you talk about there’s suffering, there’s sacrifice associated with leadership, and yet you’ve also got a concept called joyful accountability. How does that fall into things?

Patrick Lencioni
Well, that question is a great one, and the answer to both of those comes back to a very famous CEO, who’s become a friend of mine, named Alan Mulally. Now, Alan Mulally was the guy who turned the Ford Motor Company about, I don’t know, 10 years ago. He took over the company when they were hemorrhaging money and they were about to go out of business, and he took it over and didn’t take any money from the government. He’s an amazing leader.

I mention him because both of the questions you just asked me relate to him. First of all, he came to visit us after he retired, and he said, “I don’t like that part in your book, Pat, The Advantage, when you talked about management being a sacrifice, that there’s suffering involved. It’s a privilege.” And I was like, “Alan, that’s not how the world works anymore.” He was like a Boy Scout from Kansas. I think I even said, “You’re not in Kansas anymore, Alan.” And he thought, “Well, why would anybody not see that job as a privilege?” And I said, “You know how many people want to be the CEO because they think it’s cool and because they have the right to do whatever they want?”

And if we don’t help people understand the hard part, we’re inviting them to take a job that they don’t want. So, he got that. But the thing about Alan was he had this way of holding people accountable. I mean, here, he turned the Ford Motor Company around. I think he said he only fired one or two people. So, you’re thinking, “Wait a second. How do you turn a company…?” This was the DMV, basically, that he was taking over.

And he said, you know what he would do, he’d see somebody behave in a way that was contrary to what he wanted, he would go to them and he’d say, “Hey, I noticed that you were doing that,” and they’d say, “Yeah, I don’t really want to do this thing you asked me.” And he’d go, “That’s okay.” And they go, “Really?” And he goes, “Oh, yeah, we could still be friends but you can’t work here if you’re not going to behave that way, so it’s up to you. Let me know. You can either opt in and act this way, or you don’t have to, and honestly we can still be friends.” He wasn’t being snarky. And people opted out or they opted in, and very times did he actually have to manage them out of the organization because the point of the matter is, if you hold people accountable and tell them there’s no breathing room there, they’re going to choose the right path.

Pete Mockaitis
Right.

Patrick Lencioni
In or out. And so, he had this way of joyfully, he wasn’t afraid to do it. And I think that’s why he was able to turn that company around. He would have hard conversations that other people would just agonize over, and he’d go, “What’s the big deal? They can work someplace else.” And I think it’s a great lesson.

Pete Mockaitis
No, and I think that is great and I think there’s, I don’t know, just fear in the mix or maybe litigation, lawyers, lawsuits, wrongful termination. It seems like, I guess, those things do happen, but I have a feeling that these are kind of hobgoblins of the mind that are just sort of just trying to feed the justification to avoid doing the hard thing. So, yeah. So, I’d love to maybe zoom in there. So, let’s say, hey, you know you got to have a conversation, you don’t want to have the conversation, but here you are, you’re tempted to pretend you’re asleep on a plane or duck it by any means necessary, how do you summon the stuff from inside to do what needs to be done?

Patrick Lencioni
You mentioned the word justification. I think the false justification we use, and I’ve certainly done this in the past, because I’m a wus, I’m going to tell you I’m a wus. I don’t like doing this either. If we justify it by saying, “Man, I really care about the people that work for me, and I just don’t want them to feel bad so I’m going to avoid telling them this thing because it can make them really sad.” That’s a lie. And I used to do that. And then, one day, I realized, “Oh, wait a second. You know who I’m really wanting to avoid feeling bad? Me, because I’m going to be uncomfortable. They’re not going to feel better when I don’t tell them because it’s going to come back to bite them later.”

Pete Mockaitis
Sure thing. Either they’re fired, or their career doesn’t progress, or they get less cool, fun, interesting responsibilities. One way or the other it hurts.

Patrick Lencioni
Exactly. And so, I was like, “If I love these people,” and I used the word L, “I should love the people that work for me. Even if I don’t like them all the time, I should love them. And if I love them, I have to tell them the truth.” I mean, I have four sons, right? Do I think that I’m doing them any favor by not telling them the truth about things they need to get better at? No, I love my children. To deprive them of that is crazy. If I’m a manager, I should feel the same way. So, once I kind of debunked that myth that I was actually a nice manager by not saying things to people, it gave me the courage to do it. And I still have to do that and I struggle with it all the time.

Pete Mockaitis
Well, that’s excellent. And so, when you say that you need to love your people but not necessarily to like your people, how are you defining love in this context?

Patrick Lencioni
Love means I’m willing to do something that benefits them even at my own expense. I think love is a verb. I’m committed to them. I’m not even enjoying their company right now, and maybe that’s my own fault or whatever else, but I am willing to do what’s in their best interest ahead of mine. You and I are both Catholic, it’s a biblical definition, right, to…

Pete Mockaitis
Certainly.

Patrick Lencioni
I was just reading in the Bible today about loving your enemies, right? Well, first of all, so love our enemies, and the person who works for me, who actually, they’re on my team, and I have to tell them something that’s going to be hard for them to hear, I think I should be able to love them for sure.

Pete Mockaitis
Yes. And as we talk about your sons, I’m thinking about my son right now. He’s two years old.

Patrick Lencioni
Oh, wow.

Pete Mockaitis
And he’s in a habit of doing some screaming when he can’t get what he wants, and so we keep…

Patrick Lencioni
So, my advice to you is never discipline him, always let him do whatever he wants, and then when he’s 20, he’s going to be great. We would never do that.

Pete Mockaitis
No.

Patrick Lencioni
But so many leaders are like, “Oh, I don’t want to tell this person.”

Pete Mockaitis
It’s like, “I would have to remove this from you and it’s for your own good, and it’s going to cause you to scream, which is going to cause me to feel stressed and unhappy, but here I am making that sacrifice on your behalf. Much like I‘m going to share some feedback with a person and that’s going to make me uncomfortable. And if I make them uncomfortable, maybe yes, maybe no, in the moment, but ultimately has positive consequences downstream.

Patrick Lencioni
Yeah, I absolutely agree. You know, Pete, I’m going to tell you. So, my kids are 21, 21, 17, and 13. I have four boys. I know I’ve learned more about being a leader by being a parent, I think half of these books come about because of the crossover between being a parent and a leader at work and team work and all the things. There’s so much in family life that crosses over the business, and around humility, and around accountability, and around all these different things. So, it’s fascinating. My poor wife, because we have to apply this together, luckily, she’s interested in it too. And my kids are now, even my 13-year old, the other day said, “Yeah, this stuff is really interesting.”

Pete Mockaitis
That’s cool.

Patrick Lencioni
So, it’s going to be fun watching. What’s your two-year old’s name?

Pete Mockaitis
Jonathan.

Patrick Lencioni
Jonathan. It’s going to be fun talking to you in five years when he’s seven.

Pete Mockaitis
Oh, yes. Yes, I think so too.

Patrick Lencioni
That’s an exciting thing.

Pete Mockaitis
So, here’s a scenario I thought I might run by you just because I was thinking about our upcoming interview and prepping some stuff, and I was also doing some training for an organization, we’ll keep it broad, in the health space. And so, right before the training started, we’re sort of chatting a little bit, and then I heard someone ask an assistant who’s helping us out, “Oh, hey, what’s up with all the contractors and stuff next door?” They said, “Oh, there’s this executive and they’re building out a suite on this floor for his office.” And then they said, “Really? So, we’re cramped on space, we always have to do this and this and this, and this guy needs a suite and so we’re going to have even less space.” And then the assistant said, “Oh, yeah, and they might actually take over this conference room that we’re in too. They still have to decide that.” And they just sort of shook their heads.

And so then, I got you in my ear, thinking about organizational health and conflict and all these things, and I just thought, I said this out loud, it was like, “Wow! So, it seems like you perceive some sort of wrong or injustice is occurring here, and yet I have a feeling that they’re probably never going to know about it and you’re just going to feel a little bit miffed, a little bit resentful over it over time.” And it’s like, “Is that accurate or am I right way off based here? It’s like I’m pontificating.” And they said, and a couple more people chimed in, it’s like, “Well, yeah, I’m not going to say anything about it but it’s because they didn’t ask and they don’t care.” And I thought, “Man, this is the stuff. I think this is kind of like where the rubber meets the road in organizational health.”

It’s like on the one hand you could say, “Hey, this executive, it was hard to recruit him. He needs some things to be one over.” And then it’s like, “Is it really their job, or duty, or responsibility to explain every decision they make to the people who also dwell in the office?” But, at the same time, if you don’t get into that messy stuff, you’re just going to have this resentment and bitterness and stuff unspoken in the mix, and it’s harmful. So, Pat, putting you on the spot, how should healthy organizations deal with just these everyday kinds of things that need to be addressed?

Patrick Lencioni
Oh, yeah. Well, first of all, those people are right to wonder what’s going on. Secondly, it’s not their job to go ask why this is going on. Somebody else knows this and they’re not doing it. And so, I would say either somebody is letting that CEO or that executive down by not questioning it and preventing him or her from doing something that looks really bad.

Pete Mockaitis
Well, yeah, and that person’s going to have poor relationships with all the people that are kind of miffed because he’s taking all the space.

Patrick Lencioni
Or he knows and he doesn’t care.

Pete Mockaitis
Oh, yeah, possible.

Patrick Lencioni
Okay, this happened to me once. In fact, the first book I wrote, and the first part of that first book, came from this too. So, I worked with a CEO of a company, and he took over when the company was kind of in trouble, and they were laying people off literally, and so offices were coming open. And an office would come open and people go, “Ooh, can I have Fred’s office now that he’s gone?” And so, the facilities people, their numbers were actually going up because they were doing all these moves at a time when the company was hurting. So, the CEO rightly said, “Okay, it’s time for a little adult supervision,” and he announced that there would be a freeze on all office moves and facilities. Okay, that made sense.

The very next week there were contractors in the main headquarters, in the lobby where people came, building out the conference room that they use for customers and for meetings and turning it into his office. And the reason why they had to make it bigger was because he was having office furniture flown in from the East Coast and they needed to make it fit so they had to change the shape of the conference room. And I didn’t know at the time but we look at it now, his motivation was not to serve others. His motivation was about himself and it was completely consistent with who he was, and that is the problem.

Now, if he’s doing that and he’s just clueless, boy, somebody could be his hero and say, “Hey, do you realize what kind of a message you’re sending?” And that’s why a leader’s job is to surround themselves with people that are going to tell them the truth and push on them. And so, I think that’s a fantastic example that you gave, one that I’ve seen too, and I think it’s probably is an issue of motive.

Pete Mockaitis
Yeah, I think that’s quite likely. And so, I’m wondering, in this kind of a situation, what would be the ideal healthy way for leadership and teams to address this issue? It’s like, “Hey, we’ve got some competing demands on our limited space,” how do we hash that out optimally?

Patrick Lencioni
Right. What I would say is this, so that executive, his team, it’s a he it sounds like, his team, the question is, “Do they have the kind of trust, vulnerability, and conflict on their team to put these things on the table?” because that’s where it belongs. And he has to be the one to be vulnerable enough to say, “Hey, you guys could ask me any question and challenge me. Even if I disagree with you, I’m going to be honest with you about how I feel. I’m not going to punish you for that.” So, the question is, “Why isn’t that team having those honest conversations?” And the leader has to take it upon himself to create that kind of trust.

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

Patrick Lencioni
Oh, no, but I’m going to go back to the question you asked at the beginning, and you said, “What’s one of the big insights?” The big insight, and I touched on it before, is this, what I’ve come to realize is that if you’re a leader and you constantly remind people about what they need to do to improve, 95% of the time, more, they’re going to either improve or they’re going to go someplace else where they fit better. And I think if I could give any leader advice, it would be become completely immune to your fear of saying to somebody, “Hey, you did that thing.” You talk too much during meetings, “Hey, you did it again. Hey, you did it again.” Most human beings, if they’re constantly reminded about how they need to improve, are going to do it because they’re tired of being reminded or they’re going to leave because they don’t want to change.

And if every company did that, there’d be far less firings, which are very painful, and far less lawsuits, and companies would actually start attracting the right people and repelling the others. And it usually comes down to a lack of courage on the part of leaders. So, that’s one of the things I’ve learned. So, I think that’s it.

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

Patrick Lencioni
Theodore Roosevelt once said that “Comparison is the thief of joy.” That’s a fantastic quote. And then my favorite Bible verse, it’s “My yoke is easy and my burden is light.” Sometimes I think we make things harder than they need to be because of our pride and because it’s self-oriented and things like that. So, those would be my favorite two.

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

Patrick Lencioni
I like the one I learned in social psychology where the person, like if you go on the street, and you ask somebody, “Hey, will you help me do this?” A high percentage of people will say yes. And then if you introduce a financial element to that, fewer people would actually say yes because now they feel like it’s an economic decision.

Pete Mockaitis
Oh, so you pay people and then fewer of them want to do it because they’re getting paid.

Patrick Lencioni
Yeah, like, you’re unloading things out of your car, and you say, “Hey, can you help me carry this across the street? I need to unload my car,” and like X percentage would say, “Yeah, I’ll help you.” And then you said, “Now, I’ll offer them $5 to do it,” and fewer of them would actually say yes. And I think sometimes we think that people are coin-operated and it’s actually a disincentive to do that. And people’s inclination toward helping others and doing the right thing is much higher because it’s the right thing to do. And I think companies do that too, like, “We need to pay people more.”

It’s like, no, how about treat them well, get to know them, thank them, help them understand why their job matters. People really want to work hard. Great volunteers at a church or a nonprofit work harder than people being paid in a for-profit because they’re doing it for the right reasons. That’s not to say, “Hey, go cut your people’s pay,” or, “Don’t offer people money.” But I think sometimes we overemphasize the financial incentive of behavior and don’t appeal to people’s better nature.

Pete Mockaitis
And how about a favorite book?

Patrick Lencioni
You know, Dean Koontz is my favorite author, and he wrote a book called Brother Odd. He has a series called Odd Thomas, but there’s a book called Brother Odd which I think is fantastic. It’s funny. It’s mostly really deep and funny and clever.

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

Patrick Lencioni
The whiteboard. You know, in my office here, we just add it onto our office and have a new cottage, and we’re like, “What artwork should we put on the wall?” And we just painted it with that. There’s a new paint that’s like it turns a wall into a whiteboard and, boy, do we use it, and good stuff comes out. I’m looking at stuff right now where we solve problems and then we leave it up there. So, the whiteboard.

Pete Mockaitis
Oh, cool.

Patrick Lencioni
In my house, at home, I should have whiteboards in every wall.

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

Patrick Lencioni
Well, it helps me in my job and it helps me in life, and that’s praying the Rosary.

Pete Mockaitis
Very good.

Patrick Lencioni
Fifteen minutes a day, usually do it in the shower.

Pete Mockaitis
You do the whole Rosary in 15 minutes?

Patrick Lencioni
I could do it for 15 minutes.
usually that’s when I’m flooded with peace and it helps me think through my day and be more charitable and kind.

Pete Mockaitis
And how about a particularly resonant nugget, something you share that really seems to connect with folks and they quote it back to you again and again?

Patrick Lencioni
I always like to say, “The truth is don’t make the truth.” I mean, the perfect enemy of the good. And people repeat that back. Because I’m a believer in the 80/20 principle, “Get the first part done and we’ll figure it out from there.” And so, I think that’s one that probably comes back my way.

[36:01]

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

Patrick Lencioni
I would point them to our website, which is TableGroup.com. And we have a podcast also called At The Table with Patrick Lencioni. We just started it this year and we’re having fun. We’re not as professional as you. You said you had a 302, 300 episodes.

Pete Mockaitis
Oh, that was the Bruce Tulgan episode, 302, yeah.

Patrick Lencioni
Wow! Yeah, I think we’re at like 25 but we’re loving it. We’re loving it. We’re enjoying it.

Pete Mockaitis
Oh, yeah, it’s definitely fun. Well, hopefully, you’re getting better and better as you get in there.

Patrick Lencioni
We’re trying.

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

Patrick Lencioni
You know, I think that take the risk of speaking truth to people in kindness, and good things happen. And we tend to think that the cost is going to be too high to do that, but if you speak truth and love and kindness and humility, you’ll be a leader’s hero, because we’re not all CEOs. But if you can go to the leader, nine times out of ten, they’re going to be glad that you told them, and five times out of ten, they’re actually going to listen to it and make you a hero, and four times, they might ignore you, one time they might not like you, but it’s always the best thing to do. I think people are too risk-averse when it comes to pouring into a leader upwards. So, manage up. Manage up.

Pete Mockaitis
Pat, this has been a treat. I wish you lots and lots of luck and blessings as you’re pursuing these adventures.

Patrick Lencioni
Thank you, Pete. And have fun with Jonathan and your family. God bless.

Pete Mockaitis
Oh, thank you. You, too.

550: How to Free Yourself from Conflict with Dr. Jennifer Goldman-Wetzler

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Dr. Jennifer Goldman-Wetzler shares what to do when your attempts to resolve conflict fail.

You’ll Learn:

  1. The simplest way to stop conflict from overwhelming you
  2. How to untangle the complex web of recurring conflict
  3. The smartest thing to do when a conflict goes nowhere

About Jennifer:

Dr. Jennifer Goldman-Wetzler is founder and CEO of Alignment Strategies Group, the New York-based consulting firm that counsels CEOs and their executive teams on how to optimize organizational health and growth. Author of OPTIMAL OUTCOMES: Free Yourself from Conflict at Work, at Home, and in Life (HarperBusiness, Feb. 25, 2020), she is a keynote speaker at Fortune 500 companies, public institutions and innovative, fast-growing startups, where she inspires audiences of all kinds, including those at Google, Harvard and TEDx, and in her popular course at Columbia. A former counterterrorism research fellow with the U.S. Department of Homeland Security, she is a graduate of Tufts University and holds a Ph.D. in Social-Organizational Psychology from Columbia University.

Resources mentioned in the show:

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Dr. Jennifer Goldman-Wetzler Interview Transcript

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

Jennifer Goldman-Wetzler
Pete, thanks so much for having me.

Pete Mockaitis
Well, I’m excited to dig in. First, I understand that you hiked the Appalachian Trail. And did you do the whole thing or what’s the story here?

Jennifer Goldman-Wetzler
I did not do the whole thing, although that’s a nice goal. I’ve been on many parts of it but the part that I write about in the book is four days in the New Hampshire White Mountains part of the Appalachian Trail.

Pete Mockaitis
Lovely. Cool. And so, can you tell us any key lessons learned or what inspired you to get out there?

Jennifer Goldman-Wetzler
Well, what inspired me to get out there is two things. One, on the personal level, I just love being outdoors. I find connecting to nature to be just spiritually grounding and nurturing and fun, so that’s one piece of what inspired me. And then the other piece is what I write about in the book, is I was in the middle of writing the chapter on emotions when I decided to go on the trip. And I decided that what I would do was experiment with feeling each of my emotions as they arose and just noticing them and naming them, identifying them, and then seeing if I could just be with them and let them go.

And that is exactly what I did. And it was a very rainy few days on the trail, and I began to notice that the emotions were really, like the Buddha say, like the weather. They came and they went just like the rain came down heavier and then came down lighter, and then sometimes went away, and the sun came out. And so, it was great learning about what it was like to really feel the emotions as they come because there were so few distractions on the trail like there are in the big city.

Pete Mockaitis
Boy, so that’s intriguing right there. So, what is the implication for professionals or folks dealing with conflict that that is how it works with emotions, they come and go like the weather? What does that mean for us?

Jennifer Goldman-Wetzler
Well, first of all, it means we do not all need to go hiking on a trail for four days.

Pete Mockaitis
Yeah, fast forward, it’s just you.

Jennifer Goldman-Wetzler
Or even hours, right. What it means is it can be important to just pause. That might mean 30 seconds of pausing while you’re on the commuter train, and you look up from your phone and look out the window at the view, or that might mean in the middle of switching computer applications, taking a deep breath and standing up and then sitting back down and keep on going. But any practice that you can do. Frequency is, I think, much more important than duration. So, doing something like that once a day, or twice a day, in the morning and in the evening, is very helpful.

For all those people out there wondering, the question I get so often is, “What do I do when I’m stuck in conflict and it’s like the heat of the moment, and I’m just so triggered and I’m so angry?” One of the best practices that I know of is to, on a regular basis, pause and notice, “What am I feeling right now?” That’s all there is to do. And it can be very uncomfortable, of course, but we gotta do it.

Pete Mockaitis
Oh, Jen, we’re on a great start.

Pete Mockaitis
So, then I want to hear, so you got this book Optimal Outcomes and I love things being optimal. Fun fact, the name of my company is Optimality LLC. So, tell us, what made you conclude that the world needed you to write this book Optimal Outcomes? What’s sort of like the main issue we’re addressing here?

Jennifer Goldman-Wetzler
Yeah. Well, first of all, I’ll say I love that we both like things being optimal. I think there are strengths and limitations to that, which I can talk about. But the reason why I think the world needs this book is because all of the conflict books that I know of that I’ve been sharing with people for years that are great, all help people resolve conflict. And the problem is sometimes conflict is not resolvable. I want to say that again.

Pete Mockaitis
I’m hearing Gottman echoing in my ear.

Jennifer Goldman-Wetzler
Yes.

Pete Mockaitis
Continue, yeah. It’s not resolvable.

Jennifer Goldman-Wetzler
Well, not all conflict is resolvable. And I think that that can come as a surprise to many, many people because many of us have been inculcated in this idea that we must be able to collaboratively resolve conflict when it arises. And what we know from now, the last 40 years of conflict literature, is that conflict naturally begets conflict. That is the nature of the beast. So, if that’s true, sometimes we may be able to use collaborative win-win principle negotiation methods in order to resolve it, but sometimes we won’t be able to. Sometimes that conflict will turn out to be what I called resolution resistant.

So, this book is all about what to do when you find yourself in recurring conflict, that is conflict that doesn’t go away no matter how many times you’ve tried to resolve it, and that’s what Optimal Outcomes is all about. It’s about how to free yourself in those kinds of situations.

Pete Mockaitis
Well, yeah, that sounds very helpful and important. And, yes, I’m thinking about Dr. John Gottman, I think that’s one of the main points he puts forth. This is the legendary, for listeners, relationship therapist who can predict divorce rates based on observing them. At first, it seems like a depressing thought, like, “Oh, many conflicts. You’re going to have the same argument until the day you die with your spouse.” Like, “Oh, wow, that’s a huge bummer.” But, in a way, it really kind of frees you, it’s like, my wife is always going to be super into safety as the top, top, top priority, maybe more than the average person, has a Master’s of Public Health.

And I want to be more into efficiency, optimality, productivity than the average person. And sometimes these things coincide beautifully with our vacuum robot, safety and efficiency, and sometimes they are not at all in accord, and that’s kind of just what we’re going to deal with until we die. But, knowing that, we’re able to sort of deal with these matters more healthfully and productively. So, tell us, what do we do when we find ourselves in that situation?

Jennifer Goldman-Wetzler
Yeah. Well, Pete, what you were just talking about reminds me of how I define an optimal outcome. The definition of an optimal outcome is one that both takes into account the greatest ideal future we can imagine in that situation and it also takes into account the reality of the situation that we’re facing. And I think, again, one of the places where we tend to get stuck is that we’ve been taught that the way to reach an optimal outcome, or the way to resolve conflict rather, is to imagine what we want and then offer other people options, and that we’re taking into account what they want. And the problem is sometimes they don’t know exactly what they want, and we don’t know exactly what we want because we’ve buried some of our interests and needs and desires inside of ourselves.

So, because of that, it can be very difficult sometimes to do that classic collaborative problem-solving. And we need to take into account the reality of who it is that we’re facing, the reality of the constraints of the situation, even the reality of who we ourselves are, just like you were starting to talk about. You sound like you have some self-awareness about you like things to be optimal and your wife is all about safety. But, for many of us, when we don’t have that self-awareness or we’re not willing to admit certain things about ourselves, it can be very difficult to take those realities into account. So, that is part of the definition of an optimal outcome, so it does take those realities into account.

Pete Mockaitis
Yeah. So, yeah, that’s really connecting. And I don’t know why you got me thinking about contractors right now in terms of, because sometimes I wonder, “Why is it hard to get them on the phone or to show up when they say they will?” And part of me wonders, like, “Maybe this is somehow optimal for them in a way that I’m not even aware of.” And so, what you’re surfacing here is that maybe they’re not even aware of it, and so awareness is a key foundational step. How do you recommend we get some more of that?

Jennifer Goldman-Wetzler
Well, I’ll give a name to what it is that you just mentioned. That is distinguishing between our ideal values and our shadow values. So, our ideal values are those things that we care about in life that we’re proud to say we care about, things like adventure, spirituality, customer first, collaboration. These are things that people tend to be proud of. That’s in contrast to things that we really care about in life that we’re not proud to admit that we care about. Tend to be things like everyone’s different, and I can talk about it more about how some people’s ideal values are actually other people’s shadow values, and vice versa.

But some classic shadow values, in my experience working with thousands of students and clients, is that things like status, recognition, power, financial security, competition. These are things, ease, right? So, in the case of, in the example that you just gave about a contractor who doesn’t call you back, they may open up a business because they want to be helpful to people and do great work and get paid for their work. And yet there may be things that they care about, like quality of life, ease of not having to keep track of phone numbers, or I don’t know, I’m not a contractor so I don’t know what those things are. But it can help us just to imagine what might be driving someone to do or not do what it is that we hope or want them to do.

And it’s just in guessing even what someone else’s shadow values might be, even if we’re wrong, just the act of wondering what their shadow values might be can help raise our empathy for them. And so, even if we’re wrong, it’s a very helpful exercise to do. The rewards are worth the risk of getting it wrong.

Pete Mockaitis
Yeah, that gets you thinking in terms of like, “Oh, maybe this poor roofer has just been nonstop and needs a break.” And I like that list of shadow values. This reminds me of, I don’t know, St. Augustine or someone who laid out sort of money, power, honor, fame, comfort, pleasure was kind of the framework, and it seems like there’s some rich overlap to what you’re describing, so this is really timeless stuff in the human condition. So, okay, that’s a great step is we become aware and think and maybe guess about some of the shadow values that others are having. And so, where do we go from there?

Jennifer Goldman-Wetzler
So, this is only one of eight practices that are part of the optimal-outcomes method. A nice place to begin, so I dove into this idea of looking at your values and other people’s values, and I should say looking at shadow values is not only about looking at other people or guessing at other people’s shadow values but, obviously, a really great thing to ask yourself is, “What might my own shadow values be that might be driving my behavior in this situation that I might not be proud of that I’ve pushed down?”

But doing that can really, really help free you from conflict, because once you realize what’s been driving your behavior, you have the power to either own up to it and stop doing it, or own up to it and say, “You know what, this is something I’m going to own, and I’m going to do it right out. So, if authority is important to me, and I wish it wasn’t, well, maybe I need to start being more direct, and that would help in this situation where I’m confusing people because I’m trying to be so collaborative but they don’t understand what it is that I want them to do.” So, that’s values.

But a great place to begin is about mapping out the conflict. So, so often, when we’re stuck in conflict, it can seem, on the face of it, like it’s just a very simple situation, “It’s between me and you, and you’re wrong, and I‘m right.” Right? And so, the thing is when we’re stuck in recurring conflict, it’s usually not that simple. If it were, we probably would’ve figured out how to get out of the situation a long time ago, or had resolved it a long time ago.

So, a great tool is to map it out. And, in fact, people can go, if they’re interested in an online, a very cool online mapping software, or even paper and pencil, you can go to OptimalOutcomesBook.com and download the paper and pencil template and also find this very cool online software conflict mapping tool. So, what you do is put down on your map as many, first of all, the people that are obviously involved in the situation. And then your job is to add as many people to your map as you can, people who are related in the situation that you hadn’t thought of before.

And I not only want you to put people on your map, but also any other events, timelines, background, history, anything that has impacted the situation, and also anything that might be impacted by the situation, so people that are impacted or could be impacted by. And, all of a sudden, your map starts to have some texture to it. And it’s amazing to me, it can sometimes take people less than five minutes to sketch out a map like this and, all of a sudden, the lightbulbs are going off and people realize levers for change on that map that they had never thought about before. It also really can help raise empathy for other people, and also compassion for yourself.

Pete Mockaitis
Yeah. Well, that sounds very exciting. So, could you maybe give us an example of someone, they got a conflict, and they hunker down and they make the map, and what sort of results for them?

Jennifer Goldman-Wetzler
Yeah. So, I have a client who is named Bob, I write about him in the book, and he was in a very long standing conflict with the head of sales of his organization. He’s the CEO of a startup tech company. And they had been growing by leaps and bounds, and the salary that he had been paying to his head of sales was completely out of whack, way above market rates, and he knew that he needed to lower it, but every time he tried to bring it up with Sally, the same thing happened. She would get very angry, they would start screaming at each other, and they would walk away and shut down for weeks, sometimes months. By the time he and I started working together, they had not talked to each other for a number of months, and that was a big problem because they needed to run the business together.

So, when I asked him to map out the situation, at first it was just very obvious to him, well, it’s him and Sally. But a few minutes later, when I asked him to put more people on the map, what he realized is, well, the executive team is involved and, particularly the CFO, who had been pressuring him to lower Sally’s compensation. And then he realized he had to put his own family and his background on the map because his ideas about his father and his brother, who were these entrepreneurs, who had taught him that entrepreneurial risk-taking was important. And, also, the way he grew up as an adult in the software field, that touted collaboration as the highest virtue, had made it very difficult for him to be authoritative with Sally and be direct about what he needed and wanted from her.

He also puts Sally’s family and background on the map, and noticed that he knew this from stories she had told him, but he realized she came from a poor family. Even though she made so much money now, she still might have fears about not having enough because of how she grew up. He also put their VC, venture capital investors on the map because they were also pressuring him to lower Sally’s compensation, and that influenced the situation.

So, all of a sudden, a situation that began with him thinking it was just him and Sally yelling at each other on a street corner, it turned out to be a little more complex, and that helped him see these levers for change of people that could potentially be helpful and ways he could have more helpful behavior.

Pete Mockaitis
Well, so then tell us, what’s the end to this story?

Jennifer Goldman-Wetzler
Yeah. Well, the ending to the story, I will let you find out in the book, but I will say that he was really able to see because he had been pointing his finger at her, saying, “Why is she so greedy? She’s so greedy. Why can’t she just understand that for the sake of the business she should take a cut? Her salary is just completely out of whack.” And noticing that she was just driven by fear from how she grew up helped him not forgive and forget the behavior that he didn’t like. He didn’t like that she had yelled at him and walked away from him, that was not appropriate behavior in his opinion, or mine. It didn’t make that go away, but it did help him calm down, and it did help him stop yelling back, and it did enable him to actually decide to have a conversation with her.

And the mapping also helped him realize he had beenpressured by the CFO and the VC investors to have this conversation with Sally, but he had gotten no guidance from them, he hadn’t asked them for help on how to have the conversation. So, mapping helped him do that, helped him go to them and ask for advice and help about how to do this. So, those are just a couple of examples of how his map helped him.

Pete Mockaitis
Okay. Lovely. Thank you. So, then you’ve got a term, a distinction between conflict freedom versus conflict resolution. Can you kind of help us get our arms around this distinction?

Jennifer Goldman-Wetzler
Yeah. Well, conflict resolution is what I’ve talked about before, which is thinking that a collaborative win-win style of negotiation is going to help you resolve a particular conflict. But so often it doesn’t work or it’s about safety, right? We could go back to the example you gave about you and your wife. You’re talking about things that are values that are near and dear to your heart. If someone cares deeply about safety, or someone, I’ve worked with plenty of executives who complain about their CEO who cares so much about financial security that that CEO can’t be innovative or can’t put resources in the places that the person thinks they need to in order to allow the organization to grow and innovate because they’re so worried about quarterly financial reports.

And so, whenever we care about things that are deeply ingrained in us from a values perspective, we’re not always going to be able to resolve that conflict and tie it up neatly in a bow. Instead, our job is to free ourselves from that conflict loop. I call it a conflict loop instead. So, the way the conflict loop works, the way we get stuck in it, is that we have conflict habits. There are actually four conflict habits that I’ve identified in the book. And our conflict habits get locked in patterns, in a pattern, with someone else’s conflict habit, or another group’s conflict habit, and those conflict habits make it very difficult to break free from that cycle. So, it’s just a conflict cycle that goes around and around and around.

And so, the goal there is not to resolve anything, sometimes there’s not even anything necessarily really to resolve when we look at that. A classic conflict pattern is blame-blame. So, we blame someone, right? So, that’s what Bob and Sally were stuck in, they were blaming each other. He would tell her he needed to lower her compensation, she would yell back that that wasn’t going to be possible, and then they would just call each other names and how horrible they each were to each other, and they were blaming each other.

So, when you’re stuck in a blame-blame conflict pattern, it can be very difficult to resolve, but you can take what I call pattern-breaking action to free yourself from that situation. And the beauty of freeing yourself from a locked pattern is that it doesn’t take anyone else’s cooperation. You don’t need anyone else’s help or cooperation in order to free yourself from that conflict loop. All you need are your own resources which is the practices in the optimal outcomes method, looking at what your own shadow values are, looking at what other people’s shadow values are, mapping out the situation, using your emotions in your favor, not taking other people’s emotions on as if they’re your own, but keeping those separate from you. And there’s a whole bunch of work you can do around that.

Designing a pattern-breaking path, so not just taking one pattern-breaking action but actually having your actions build on one another over time, because it probably wasn’t one action that got you stuck in this. It’s been going on for a while so it’s not only one action that’s going to get you out. It’s going to be a whole series of simple but surprisingly different pattern-breaking actions that will get you out.

Pete Mockaitis
Well, can you please give us an example? So, some pattern-breaking actions that come together in a pattern-breaking path. What are some examples for how that comes to life?

Jennifer Goldman-Wetzler
Well, the beauty of a pattern-breaking action is that it’s basically anything that’s not what you’ve already been doing. So, typically, when we get stuck in conflict is because we’re doing the same habitual conflict habit over and over and over again, and expecting a different result. So, in the case of Bob and Sally, they’ve been blaming each other. In other cases, you might be blaming someone, and they’re running away and hiding from you. They’re not engaging. They’re shutting down. Or you may be relentlessly trying to collaborate with somebody and they are shut down, they are not cooperating with you, and you’re just offering them option after option, spinning your wheels, wasting your time, wasting energy, focus, money.

So, a pattern-breaking action is anything that’s different from what you’ve been doing. And, obviously, that’s different in any situation, in all different kinds of situation depending on what you’ve been doing. But the beauty of it is that there’s like a bazillion different possibilities, right? So, I also like to say you want your pattern-breaking action to be, ideally, something constructive, so I would not advise, if you’ve been blaming someone else, then like go blame yourself instead. No, that’s not what I’m talking about. But what I am talking about is it could be that if you’ve been blaming, blaming, blaming, and you take a pause, notice the pattern that you’re stuck in, and decide that you want to do something that’s pattern-breaking, something different, it could be you decide to kind of hang back for a little while and not do anything at all.

Sometimes just pausing is a pattern-breaking intervention, in fact. And if people want to find out what their conflict habit is, you can also go online at OptimalOutcomesBook.com/assessment and you can find the conflict habit assessment. It takes like seven minutes. It’s totally free. And so then, you could also ask your friends and colleagues to take the assessment as well. And once you know your conflict habit, and other people know theirs, you can figure out what is the pattern we’ve gotten stuck in, and then you have each some ideas about other things you could do instead.

Pete Mockaitis
And so, you could take the assessment to learn what specifically is yours in the habit. Can you give us sort of the menu, the rundown of options, in terms of, “These are the conflict habits.” So, one of them is blaming. And what are the others?

Jennifer Goldman-Wetzler
One of them is blame others, one of them is blame yourself, blame and shame yourself. So, some of us gets stuck in that negative self-talk cycle. One of them is shutdown, so we avoid to the point of letting the conflict brew until it boils over and then we have a crisis on our hands. And then the final one is relentlessly collaborate, so we will collaborate even when other people refuse to cooperate with us. So, we’re offering option after option, and people are not working with us.

Pete Mockaitis
Oh, and that’s the whole menu right there?

Jennifer Goldman-Wetzler
That’s just four, yeah. So, there’s 16 different patterns that can emerge out of those four.

Pete Mockaitis
Yeah, intriguing. Okay. And so then, when you say just a pattern-breaking, it’s just a matter of doing anything other than that, so it could be one of the other three. Or is there something completely different beyond those?

Jennifer Goldman-Wetzler
Definitely, things different beyond those, but it’s very idiosyncratic so I can’t say to you, “Here’s the thing that you must do to break the pattern,” because we need to know what it is that you’re dealing with. So, in Bob and Sally’s case where they had been blaming each other, Bob had to take a step back and take a break. And then pattern-breaking action for him was that, instead of surprising Sally as they walked out of the client lunch with telling her that he needed to talk to her about her compensation package, which is what he had done previously, he realized that he could do better by giving her some advanced notice and asking her when was good for her to talk.

So, he did a bunch of different things that were pattern-breaking. Like I said, he kind of created this pattern-breaking path. So, one of the things he did was not surprise her at the last minute, asked her in advance to talk, emailed her, asked her if it would be helpful for him to send her in advance a proposal for what the package would look like. He also asked her if they could just talk about their relationship first. So, they ended up talking about their relationship, their working relationship, even before they then had the conversation about the compensation package itself, because he realized that their relationship had become so damaged that that actually itself needed to be talked about. So, once you start asking yourself, “What else could I do?” well, there’s lots and lots of ideas in the book about how to do that.

Pete Mockaitis
Yes. And I guess I’m also thinking about. I found that a lot of times breakthroughs happen when you stop and really, I guess, empathize, walk in their shoes, proverbially, and get a sense of, “You know what, she’s probably feeling this because this, this, this, this, this.” And it’s amazing, like, occasionally, it’s sort of like I think maybe we just sort of assume we know and understand, “We all understand what everybody’s thinking.” But then when you actually sort of stop and articulate, it’s like, “Well, hey, let me make sure I understand where you’re coming from.” They say, “Hey, he’s really concerned about this because of these matters, and then it really feels like this under these circumstances.” That can often just be just so powerful for folks with just that empathy, it’s like, “Well, yes, that is exactly how I feel and it feels great that you understand me.” And it’s sort of like we’re already getting somewhere now.

Jennifer Goldman-Wetzler
Yeah, and that can happen and sometimes it doesn’t. Sometimes no matter what you do, you could be the most empathetic person on the face of the earth, and the other person is not interested. And so, sometimes the key is to be able to cut your losses and notice for yourself. So, the last chapter in the book is all about helping people stop living in fantasyland. So, if you’re fantasizing about that kind of conversation happening, and no matter what you’ve done, no matter how much empathy you have for someone, they’re still like a blank wall and just not responding to it, it may be that that relationship is one that’s not going to happen the way that you thought it was. And that’s part of what it means to take into account the reality of who the other person is and what they need and want.

And so, there’s exercises in that last chapter that help you determine whether you should continue to go for that ideal future that you might’ve imagined, or whether walking away is going to be less costly to you and more beneficial to you than you had originally thought. So, it’s basically asking you to do a cost-benefit analysis of what it looks like to stay stuck in conflict, what it might look like to walk away from the relationship or the situation completely, and also what it might look like to go for, to pursue that ideal future that you’ve imagined.

And this can be very striking for many people. So, I’ve seen people who thought that they were just going to keep on trying to have empathy and trying to collaborate with someone else, and then they did that practice of choosing an optimal outcome, and realized that the cost that they thought they would have to pay for walking away from that relationship, whether it was a business relationship, or a personal relationship, or some combination of both, that the costs were actually not as high as they had originally thought. And I’ve seen the opposite happen too. People who thought that the costs of staying put were so high that it was going to make more sense for them to walk away, realized, “Oh, my gosh, the costs for me walking away from my mother, from my best friend, from my co-founder, are so high, that’s a fantasy.”

I’ve worked with many clients who loved to fantasize about walking away, but all that does is it kind of acts like a soothing mechanism, because it makes it that you don’t have to deal with what actually is going on in the moment for you, but all it does is just distract you from what it is that you do have to deal with. And if you are going to stay, let’s stop fantasizing about walking away and really focus on, “What are some pattern-breaking actions I can take in this situation today?”

Pete Mockaitis
Well, this is nice. We’ve covered a nice little lineup of some of your eight groundbreaking practices.
Okay, sure thing. Well, now, could you give us a favorite quote, something you find inspiring?

Jennifer Goldman-Wetzler
Yes, my mentor Dr. Morton Deutsch, who is the father of conflict resolution, always used to tell me, “Prevention is the best medicine,” and I believe he’s right. I’ve quoted him in the book as well. And there are so many parts of life that that quote is relevant to.

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

Jennifer Goldman-Wetzler
I have many favorite experiments and research, one of them that I talk about in the book is about Dr. Wendy Wood’s research on habits. And what she basically says is, the best way to form new habits is to replace an old habit that you’re not happy with, with a new one. So, rather than trying to get rid of one that’s not working for you, just replace it with something new. And she has a new book out on that as well, and I encourage people to go study her work. She’s really a powerhouse and has done just amazing work in the habits area.

Pete Mockaitis
Oh, thank you. So, that’s a great study and also a book. Any other favorite books?

Jennifer Goldman-Wetzler
Yes. A friend of mine named Priya Parker wrote a book a couple of years ago called The Art of Gathering and it is just a wonderful book. It’s easy to read, full of great stories, and it’s all about how to gather people together from the informal wedding shower to the formal business meeting, and everything in between.

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

Jennifer Goldman-Wetzler
Pausing. Pausing. It’s a very low-tech tool. I know there are tons of apps out there, Calm and Insight Timer that people love, but I will say just being quiet. It doesn’t take much. I like to just sit quietly every once in a while, and just breathe. And I don’t do it as often as I might like or benefit from but when I do, it is just super helpful to just sit and be quiet.

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

Jennifer Goldman-Wetzler
Well, it’s something my father told me that I say to a lot of people, “Everything in moderation, and moderation in everything.”

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

Jennifer Goldman-Wetzler
OptimalOutcomesBook.com is a great place to begin.

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

Jennifer Goldman-Wetzler
Yes. When you find yourself stuck in recurring conflict, do something different, something pattern-breaking.

Pete Mockaitis
All right. Well, Jen, thank you for this. And best of luck with the book and all your adventures.

Jennifer Goldman-Wetzler
Thank you so much, Pete. You as well. Great to talk with you.

546: Choosing Better Words for Better Leadership with David Marquet

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David Marquet says: "You want to be curious before compelling."

Former nuclear submarine commander David Marquet shares how subtle language changes can make a huge impact.

You’ll Learn:

  1. How language impacts your leadership
  2. How to use dissent in the workplace to your advantage
  3. How we’re mistaking coercion for leadership

About David:

David Marquet is a student of leadership and organizational design and a former nuclear submarine Commander. He was named one of the Top 100 Leadership Speakers by Inc. Magazine and is the author of the Amazon #1 Best Seller: Turn the Ship Around!, and The Turn the Ship Around Workbook.  David’s new book, Leadership is Language was released recently by Penguin Random House.

Items Mentioned in the Show

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David Marquet Interview Transcript

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

David Marquet
Thanks for having me on your show, Pete.

Pete Mockaitis
Well, I think the first thing I need to address is have you, in fact, crossed the United States on your bicycle?

David Marquet
Yeah, I have done segments of it, not all at the same time, but I’ve done various things. So, last summer, I went from Boise, Idaho to Casper, Wyoming which was epic because it took me over the Tetons and through Teton Pass. I live in Florida, like an overpass is a hill. So, I’m out there, and as I turn left, summit 20 miles that way, 4,000 feet that way, I just looked at that, and I was like, “Are you kidding me?” But I made it through.

Pete Mockaitis
Well, good work. Good work.

David Marquet
Thank you.

Pete Mockaitis
My dad was a big bicyclist and so respect. We have hosted bicyclists at our childhood home, I recall, as they were crossing the nation. They were from Australia. My mom said, “They sure eat a lot.”

David Marquet
Yeah, that’s why you’re a cyclist so you can eat a lot. You broke a code.

Pete Mockaitis
Well, so speaking of breaking the code, just as we were chitchatting before pushing record, you keyed in on my bookshelf, Stephen Covey’s “The 8th Habit,” and you’ve got a cool Stephen Covey connection. Can you lay it on us?

David Marquet
Yeah. So, when I was a submarine commander on the Santa Fe, we were doing a lot of seven habits stuff, and in some respects, everything that we did, which I write about in “Turn Your Ship Around” was simply applying the seven habits which is kind of written at the individual level and an organizational level. So, level one, be proactive, and we kept asking the question, “What would it sound like if everybody in the organization acted proactively?” And then we would put some words to it, then we practiced those words. Imagine, it worked, and so we would do that.

And so, when we started winning all these awards, the story got out, and Dr. Covey was doing this work with the Navy back on the East Coast, and he heard about it. And I get this phone call, “Dr. Covey wants to come ride your submarine.” And I’m like, “Doggone, Dr. Covey!” and I was just like running around in circles, like, “Oh, my gosh. Oh, my gosh.” And he came, it was such an amazing day. We picked him up off of Maui, it was crystal clear, dolphins were jumping. I mean, it was just one of those magic moments.

And he’s really quiet and kind of nervous, and he walks around the ship. And he finally comes up to me at the end, we’re driving into Pearl Harbor, standing on the bridge, and he says, “I know, I’ve figured it out.” First, he said, “It’s the most empowering workplace I’ve ever seen.” I said, “Well, thank you very much.”

Pete Mockaitis
There you go. Superlative from the man who’s seen a lot. That’s awesome. Congrats.

David Marquet
Yeah, right. Right. But I didn’t like the word empowerment. I didn’t use it because I thought it’s…I labeled it a polluted word because it meant everyone had already attached meaning to it, so it was…when you said the word, you’ve got whatever you got. I mean, everyone sort of look at it through their own lens.

But, anyway, and we talked, but it was magic, and he said, “I’m going to write about you.” And I’m like, “Yeah, yeah, sure.” And then in “The 8th Habit,” which I see on your bookshelf behind you, I was like this spy, looking at the bookshelf behind, and I see “The 8th Habit.” And that was really amazing. And then he wrote the Foreword for “Turn Your Ship Around.” Unfortunately, he passed away, like a month after he wrote. We got the Foreword like on the 1st of April, and he went in, he had his bicycle rides. Later that month, this was like 20th or something, about three weeks later, really tragic. He never came out of his coma.

Pete Mockaitis
Yes. Well, his legacy is living on through those who he teaches and he’s taught and touched, and you’re a shining example. And you, in turn, are passing the wisdom along, and one of your big areas of focus is the language, the actual word choice that folks use. Can you kind of lay that on us? Like, what’s your big kind of aha or insight or discovery into the notion of language and leading?

David Marquet
So, here’s the deal, all the words that seem natural and normal to us, they sound normal in our ear, like, “All-hands meeting,” or, “We have a can-do organization.” All those words, the reason they’re natural is because we’ve heard from our bosses and our parents, who heard them from their bosses and their parents, which means they’re from the industrial age.

Pete Mockaitis
Okay.

David Marquet
And, essentially, it amounts to a programming, a playbook, I like to think of it, so that in a certain situation we’re going to react in a certain way. So, someone comes up to you and tells you, give you news that you don’t like, like, “Hey, I think we should delay product release next week,” and this comes as unwelcome news, of course. People react in different ways, but I predict it’s going to be react, response, reply. They’re going to either explain why they’re wrong, they’re going to defend themselves, or something like that.

Rarely, will I see curiosity, “Oh, what do you see that I’m missing? What do you know that I don’t know?” And the question is, that I was always struggling with is, “Why does my programming take me in the unhelpful direction?” Here’s another example, we tend to ask binary questions, and especially the least helpful binary question is a self-affirming binary question, “Does that make sense?” “Right?”

Pete Mockaitis
Does that make sense?

David Marquet
“Are we good?” “Right?” So, it’s not really a question. I just want to get everyone to agree and go along with me.

Pete Mockaitis
Well, I’m just thinking about how lame my podcast would be if those were the questions I ask, “This is really the Pete Show, you’re just an accessory.”

David Marquet
Right. Exactly. But I see leaders doing it, I hear doing this all the time, and I think the reason is because, in the industrial age, that’s what you wanted. You just wanted people to do what you wanted them to do. You didn’t want a big discussion, and I didn’t need the workers to be involved in decision-making. But, of course, now that doesn’t work anymore. We need to let the people doing the work be involved in making decisions about the work. And so, what this means is all these language patterns, which we’ve been programmed to do, are no longer helpful. So, we have to go through the great reprogramming of the English language.

Pete Mockaitis
Okay. Well, so can you lay it on us in terms of we have a few examples of things that don’t work, “Are we good?” “Yup.” “Makes sense?”

David Marquet
Yup.

Pete Mockaitis
And so, those are not ideal, not optimal, and the principle is that it doesn’t encourage conversation, engagement, discussion. It’s just sort of like, “Okay, let’s move it along here.”

David Marquet
And, in particular, dissenting, diverse, and outline opinions. These things reduce the likelihood, they don’t squish it to zero, but these are biases, one direction or the other. They just make it a little bit harder for the person who doesn’t agree with the group to speak up, and it’s a problem.

Pete Mockaitis
Yeah, you know, I think it is a problem. And, it’s funny, as we record these words, Mitt Romney got some attention for a dissenting opinion.

David Marquet
Yeah, but look at the reaction, right?

Pete Mockaitis
Yeah.

David Marquet
Well, Pete, I didn’t hear anybody. I was flying today so I missed a bunch of the news. But I didn’t hear any responses, “Oh, Mitt, tell us more about that. I’m so curious about your perspective.” I didn’t hear that. What I heard was, “Oh, you’re wrong. You screwed up. You’re blah, blah, blah, blah,” or, “You’re right. We agree with you, blah, blah, blah.” So, this is a good example of these programmed responses and you see it all the time and everywhere.

Pete Mockaitis
Certainly. So, yes, there seems to be a bias against dissent. So, let’s dig in. So, how do we get better language? Can you give us some core fundamental principles as well as some particular examples of, “Hey, let’s stop saying this, and say that instead”?

David Marquet
Yeah. So, the key way, one way to think about it is, “Are you embracing variability or are you reducing variability?” Now, there are things, there are lots of work following a procedure, manufacturing a part, that benefit from reducing variability. Actually, this is a problem because this is what we’ve inherited from the industrial age.

Imagine making Lego blocks, “I don’t want the holes to be like a little bit fatter or a little bit skinnier because it really won’t stack up very well. I want it always the same,” so variability is an enemy, and we’ve even gotten really good at tuning out variability. But decision-making and thinking benefits from embracing variability. The fact that we have special rules when we go, “Hey, guys, we’re going to do a brainstorming session. We have some special rules so we can invoke creativity.” What that means is the normal way we do work at work kills creativity.

Pete Mockaitis
Well, there you go.

David Marquet
It’s just an admission of that. So, what we need to do is have the language of work which allows dissenting opinions. So, here’s one thing that a lot of people are doing wrong. If you’re doing a decision meeting, what you want to do is vote first then discuss. But what most people do is they’ll talk about it, all this does is serve to anchor the group, that’s group-think build up, less the people who think different than the group, they start shrinking down in their chair and it becomes very hard to disagree, “Well, I don’t think 737 Max software is safe. I don’t think we should do the launch,” or whatever happened.

Every innovation starts as an outline and dissenting opinion. The water in Flint, Michigan is poisoned, whatever. They always start on the fringes, and sometimes they deserve to stay out there on the fringes, but sometimes they don’t, but you don’t know that if, A, you suppress them so you don’t even hear them, or, B, you don’t listen to them or their voice. So, what you want to do is vote in a probabilistic way. Here’s the trick, start the question with the word how, “How sure are you?” “How strongly do you support this?” “How likely is this assumption to be true?” Not, “Will it be true?” “Is it safe?” “Are there weapons of mass destruction in Iraq?” Any question about the future is going to be probabilistic, should be probabilistic because we don’t know.

And then, after the vote, you look for the people who voted highest for and highest against. These are the outliers, they’re on the fringes, and you invite them to speak.

Pete Mockaitis
Now, timeout there. So, highest for and highest against, so then it’s not a simple “I’m for this” “I’m against this,” but rather “I’m a zero” “I’m a 100.” Or, how are you thinking about the voting?

David Marquet
Yeah. So, you can use your hand. If it’s just really quick, you’re out on the field, it’s a team, a construction site team, “Hey, we’re ready to start the next phase, we’re ready to pour concrete. How ready are we to do this?” and people put their hands up, five, five, five, four, five, five, four.

Pete Mockaitis
Okay.

David Marquet
It’s a lot easier because it’s easy for someone to say four instead of five but it’s very difficult for someone to actually put their hand up than do a thumbs down.

Pete Mockaitis
Oh, I love it.

David Marquet
There’s a big cultural stigma to that.

Pete Mockaitis
Oh, that’s awesome.

David Marquet
Yeah, yeah. and in the office, we have a set of cards that go 1 to 99; 1, 5, 20, 50, 80, 95, 99, 1 to 99, because you don’t want to do 0 and 100 because what you’re trying to do is reprogram people’s brains to think probabilistically so that nothing is a 100 or 1. It’s like there’s never a zero chance and there’s never a hundred chance of something happening, “Will this product work?”

Pete Mockaitis
Oh, David, I am loving this so much. And I just, recently, with my team, as we’re assessing, this is pretty meta, a podcast guest. I said, “Okay, this numbering system might not make sense to you but it’d be really easy for me if in our system you were to give me a number between 0 and 100 based upon the probability, your best guess that this guest will be in the top 10% of engagement amongst all of our guests.”

David Marquet
Yeah, beautiful.

Pete Mockaitis
And so, then it makes it easy for me. I just sort, like, “All right. These are the people my team loves. Let’s start at the top and move on down.”

David Marquet
Yeah, that’s so much better than saying, “Will this be in the top 10%?” which is impossible.

Pete Mockaitis
“Yes or no to David,” you know, it’s much broader.

David Marquet
Right, “What’s your sense?” Yeah. So, yeah, I love that.

Pete Mockaitis
Cool. Well, so all right, I’m jiving here. So, we’re thinking probabilistically, we’re voting in advance. What are some of the other best practices?

David Marquet
So, when it comes to asking questions, there’s a whole bunch of things. The key is when you’re asking questions, most people ask questions, they’re either actively inserting their own viewpoint in the question, like, “Why would you want to do that?” “Hey, I think we should delay launch, product launch?” “Why would you want…?” So, you’re sending the signal, “Hey, you’re wrong. This is unwelcome news. You need to defend it.” Versus, “Oh, what do you see that’s behind that thinking?” in a very sort of neutral way.

So, the idea is you want to be curious before compelling. You want to ask questions. You want to wipe your mind clean and not inject your point of view. Even when you’re not deliberately trying to inject your point of view, we sometimes inject our point of view. There’s this sub-school of asking questions called Clean Language, which I pulled some inspirations from, really interesting. So, for example, if your friend comes up to you and says, “I’m having trouble with this coworker,” you might say, “Well, do you have the guts to stand up to them?”

Well, this implies a whole bunch of things, like, A, “You should…” like standing up to them is the right thing to do, it’s the right metaphor, not punch them in the face, or not let them alone, and, “Do you have the guts?” suggest that the limiting resource is courage not maybe it’s time. So, you’re injecting all these…all your basic experience of what you think they’re saying into the question. So, what you want to try and do is just say, “Oh, tell me more,” or, “What kind of a problem is that?” and just be as neutral as possible about it.

The way I think about it is I wipe my mind clean, which is easier some days. I just try and make a big white tableau in my head and say, “I don’t know anything, and my job is to learn as much as possible in the next couple of minutes.” Now, I’m not saying you have to agree. They can often say, “Hey, I think we should delay product launch.” I’m not saying automatically delay product launch. Not at all. What I’m saying is make the decision after you’ve listened to them. If you find yourself saying the words, “I hear you but…” that’s code for “I’m not listening to you,” because the only reason you feel compelled to say “I heard you” is because you have a sense that they think you’re not hearing them so you feel compelled to say “I hear you.” No one ever felt more heard because someone said, “Oh, I hear you,” so just listen to them and you’ll never feel that compulsion to say “I hear you.”

Pete Mockaitis
Yeah. Well, that is awesome.

David Marquet
“Trust me” is another one. If you find yourself saying “Trust me,” then you’re on the wrong track. You should never have to say that, yeah.

Pete Mockaitis
Yeah. Well, these are…keep it going. So, you’re sharing some phrases that are indicative of something beneath the surface that’s not working and it’s hitting home. I think I’ve said “I hear you.”

David Marquet
Me too. All the time. So, it goes back to the industrial age, and what I’m calling this playbook. So, the key thing in the industrial age, the key play, so to speak, is I label “obey the clock.” That’s why we have words like clockwork, that’s why we pay people by the hour, especially the people, the workers. You can pay the thinkers by a salary, but the workers get paid by the hour because of so obey the clock. So, there’s all these cultural statements, again, saying, “Time out. I think we got to delay product launch because it runs against the ‘obey the clock’ play.”

Now the problem to obey the clock is, of course, it’s very hard to think when you have the pressure of the clock, tick, tick, tick, and you got to make so many wishes per hour. So, what leaders wanted to do is what I call control the clock. Leaders need to say, “Hey, time out. You guys are doing a great job chopping down this fort. Now I want to talk about is this the right fort and should we be chopping at that?” And let’s give the team the ability to say, “Time out.”

Now, it’s not enough to just say, “Oh, team, everyone can say time out.” I’ve seen this in, say, for example, in a hospital situation or…

Pete Mockaitis
Or some manufacturing plants that’s a rule.

David Marquet
Yeah, a manufacturing plant, with the power plant. Then there’s this lip service, “Oh, anyone can stop.” But if you don’t actually give them a mechanism, “Okay, here’s a yellow card. If you think we need to take a pause, raise it, or say the following code word.” And practice. If it’s never practiced, the same stigmas will build up. But if we practice it, and then it’s like, “Oh, it’s not a big deal. Time out. Quit.” It doesn’t need to be a long time, you have to make it easy to exit production and go into thinking, but you also have to make it easy to say, “Okay, we’re done thinking. Now we’re going to go back to work,” otherwise we end up biased in one direction or the other.

Pete Mockaitis
Yeah, certainly. And so, you encourage it, you practice it, you give a mechanism, and I think you appreciate it I guess when they use the mechanism, as oppose to, “Oh, dang it, David. What is it now?”

David Marquet
Yeah. So, a perfect example of this is the Andon cord in the Toyota Production System. This is Andon, it’s the Japanese word for lantern. And so, they’ve equipped the stations with what used to be a cord, now a button, for the workers. They’re in the production line, parts are moving past them, they have a problem. So, they can’t solve the problem while the parts are moving, there’s too much time pressure, so they have to push the button which signals, “Hey, I’ve got a problem. I need to shift into problem-solving mode. I need to pause. I need to call a pause and shift to problem-solving mode.” And so, that’s what that serves. That serves as a way for them.

So, you go to a construction site and say, “Well, how do the guys signal that they have a problem?” The guys on the third floor installing windows and they’ve got a problem, there’s no way, we haven’t instituted a mechanism like Toyota Production System so there’s no way for the workers.

Pete Mockaitis
They’re still yelling, “Hey!”

David Marquet
Yeah, they just yell at each other, right. Or we come down at the end of shift to say, “Yeah, I had to bang a few windows in because they really didn’t fit quite right. Oh, it would’ve been nice to actually solve the root problem.” No. So, that’s obey the clock.

Pete Mockaitis
All right, so that’s about the clock.

David Marquet
So, yeah, that’s the core play. So, everything kind of stems out of that. And the second thing about the industrial age organization is we separate thinkers from doers, that’s why we have these phrases like white collar, blue collars, leaders, followers, thinkers, doers, salary.

Pete Mockaitis
There’s some terms in Hebrew like rosh gadol and the other one. Anyway, so, we’ve got these dichotomies, yeah.

David Marquet
Yeah, exactly. They’re binary dichotomies and we bend people into one of two tribes. And so, when I think about, “Well, what’s it like to be a doer?” Well, all you do is do. Do what you’re told. So, all leadership is coercive because it’s one group of people choosing what the other group of people how to do it. And then their role is to then comply and continue the production line as long as possible. And so, again, these are unhelpful patterns because coercion isn’t a good way to treat people. It’s much better to have collaboration and commitment.

Now, here’s the trick. We talked about the meeting thing. So, I had 10 executives from a big company, two tables of five, and I gave them a problem. It was like, “How many countries are in Africa? You can’t look it up.” And someone at the end of one table blurts a number, let’s say they say 50, and pretty soon that table comes at 50. And here’s the other thing, your table has to agree, so it’s a decision-making exercise for a group. Your table has to agree so they have to decide their number. Pretty soon 50. And guess what? Thirty seconds later the other table said 50. And who’s the person who said 50? It was the CEO and the co-founder.

So, that person is paying a lot of people a lot of money simply to echo back what that person is thinking. Now, here’s the key. When I said, “Oh, did you guys collaborate on this?” “Oh, yeah, sure. Everyone’s voice was heard.” No, it wasn’t. This is called coercion. And so, people use the word influence, inspire, but it’s really coercion. Like, let’s not pretend it’s not coercion. I’m getting you to do what I want you to do, and that’s coercion.

So, what you want is true collaboration and that happens first, say, “Everybody write down what you think the number is before we contaminate you with any group-think. Then everyone flips their cards up and, just like before, let’s look at the high and the low. Okay, how did you come up with your number? How did you come up with your number? And now we can call us on a number.” The maximum amount of variability in the group, the maximum amount of cognitive diversity will occur before any conversation, and you want to capture that moment in time.

David Marquet
Yes. I should know the answer to that. I think it’s 89. No, that’s 54. Sorry, my bad. Yeah, 54.
Now, here’s another thing that’s interesting. If you ask people, say, “Okay, write down the last two digits of your phone number. Now, write down how many countries there are you think in Africa. Do those number correlate?” Answer? Yes. “Should they?” No. And this is anchoring. Even when you explain to people that anchoring is a phenomenon, it will still happen. So, these are the perils of throwing out your answer first but we do it because we want to move so quickly away from that uncertainty and variability. We want to collapse variability prematurely without giving it the cognitive respect that it’s owed.

Pete Mockaitis
Oh, David, this is so good. This is just really getting my wheels turning here.

David Marquet
I’m so glad. That’s the highest praise.

Pete Mockaitis
And anchoring, well, I heard another study about anchoring, like, that even judges, right, like perhaps the most impartial of all would be anchored by the address on a piece of stationery or in like a mock case that they presented to them, in terms of like, “What should the settlement amount or judgment arbitration amount be in a case?” Like, it has nothing to do with that. These are supposed to be our most impartial and brilliant arbiters of decision-making that we have in our society, and they succumb to it, so nobody is immune.

David Marquet
Yeah. So, we all have these biases and they’re wired into us, and you want to inoculate yourself and your team as much as possible, but it’s very difficult. Here’s another thing. The bias is called escalation of commitment, which means that if you made a decision, you’ve basically tainted yourself from evaluating that decision. And in the face of evidence that the decision was not a good one, basically you double-down. Now, we have phrases like “in for a penny, in for a pound” “sunk cost fallacy” but the way this plays out in organizations is let’s say the captain of a crew ship makes a decision to do something and someone low on the team starts to…or there’s evidence that this is not a good idea. It’s going to be very difficult for that person to reverse their decision.

On the other hand, if you separate decision-maker from the decision-evaluator, so the senior person should reserve their cognitive efforts to simply evaluate, but that means the team has got to be making decisions. Another way to think about it is the senior person should only ever break pedal. The next tier below needs to have a gas pedal and a break pedal. But as soon as the senior person starts stepping on the gas, they then tainted themselves, “Hey, we all should keep selling print film,” “Hey, we should all rent DVDs,” whatever it is, we taint ourselves, and it’s very, very difficult to then reverse. So, think about that, “Am I decision-maker or a decision-evaluator?” And if you want to be the decision-evaluator, you really got to work hard not to be the maker of the decision.

Pete Mockaitis
Yeah, that’s great. I’m thinking back to consulting at Bain where we would have a decision-making tool for teams called RAPID in terms of different roles and decision, who recommends something, who approves something, who performs inputs, decides, it’s an acronym RAPID. And then I thought that was great. It’s like the approve is like you have veto power and that, indeed, makes great sense to put in sort of senior leadership level, and you just add another layer there in terms of if they’re also the one sort of putting forward, “Hey, this would be really cool, don’t you think?” it’s going to taint things.

David Marquet
Yeah, and obviously they don’t do it that obviously but everybody knows the CEO wants the product to launch, or everybody knows the situation when we have the meeting, “The purpose of the meeting…” Really? It’s so the CEO can later say, “Oh, you all were there. You had a chance to say no but you didn’t,” that’s the real purpose mainly.

Pete Mockaitis
And so, David, you’ve laid out a couple of what you’re calling the six plays for all leaders about the clock and collaborating instead of coercing. Let’s go ahead just rock out the others since we’re on a hot streak?

David Marquet
Okay. So, on the industrial-age side, we have “obey the clock,” which leads to coercing and the team complying with the purpose of continuing the production line as long as possible. When Henry Ford started making Model Ts in 1904, he made the same car for almost 20 years. If you worked on that line, you basically didn’t have to learn any new tools, any new skills, you’d work there almost 20 years making the same car.

What you want to do now is control the clock, collaborate, then commit, because commitment comes from within. True collaboration will result in the team making a commitment with the idea of completing, so doing the work in chunks, “Hey, we’re going to do a segment.” So, I like to think of it in terms of an expiration date or running experiments, “Hey, we’re going to do…we’re going to change the process. We’re going to run an ad campaign but not we just want to run an ad campaign. It almost feels like we’re going to stop running it. We’re going to run this ad campaign for three months and then we’ll see not only what we’ve achieved but what we learned.”

And that gets us to the fifth play which is improve versus just prove. We have this approach during the industrial age, “I got to get it done. I got to show. I got to demonstrate competence. I got to feel good. I got to justify my salary,” but that moves us away from this idea of, “How can I learn? How can I be curious? How can I get better?” And a lot of cold companies have these quarterly goals, and when you look at them, they’re goals, like, “What are we going to do? We’re going to sell 8% more of this and we’re going to ship this,” but they’re lacking when I ask them, “Well, show me what you’re going to learn this quarter.”

Even university, I worked with a university, like, even they didn’t have learning goals. So, I’m not saying don’t have doing goals. Do, but balance them, “Here’s what we’re going to do and here’s what we’re going to learn, and then we’re going to pause, complete.” Complete allows two things. It allows you to pause and reflect and improve the work, but it also allows you to celebrate. No completion, no celebration. No celebration, no sense of progress. No sense of progress, no fun at work.

Pete Mockaitis
Yeah, certainly. And what’s interesting, when it comes to doing versus learning, I guess in my brain I see maybe an overlap in a Venn diagram stuff, like, if I’m saying, “Hey, want to learn about audio, and what I want to do is make our podcast sound as amazing as possible,” sort of both are happening, learning and doing.

David Marquet
Yeah. So, here’s what I think the formula is. Learning results from thinking about something. So, you had the thought, “I want the podcast to be amazing.” Then you say, “You know what, if we tried a different kind of microphone, or if we tried SquadCast as opposed to Skype,” so you have a hypothesis. But then you actually have to do it. Just thinking about it doesn’t result in learning. Then you do it. You can’t just do one because it might’ve been a one-off, like maybe the internet connection to Pittsburgh was bad that day, who knows.

So, you say, “Let’s do 10. Now, we’re going to pause with complete. First of all, we’re going to celebrate what we achieved.” Then we’re going to say, “Hey, what did we learn?” “Well, nine out of ten of them were significantly better. One was worse. It was some special case.” So, that’s it. So, I think this is the cycle of learning: thinking, doing, reflecting. It’s like this, I draw an H because thinking is broad perspective, doing is focused, because once you made the commitment, you don’t want to say, “We’re going to use SquadCast most of the time. Well, a couple of them we did Skype but I wasn’t really sure.” No, you want to be precise, you want to do SquadCast 10 out of 10.

Then we’re going to pause, not while in the middle of podcast but, “Okay, we’ve done ten, now let’s pause. What does everybody think?” Best to do that, and that, that, that.

Pete Mockaitis
I see what you’re saying.

David Marquet
So, it’s this flip between reducing focus which means reducing variability, reducing perspective, of being focused, and embracing variability, and it’s this flip that we have to do. If we don’t recognize that we’re using our brains in two different ways, what I see is people are sort of crappily-focused and then sort of broadly expansive but their expansiveness is like this, it’s like looking through a periscope on a submarine, there’s a whole world out there, “Oh, yeah, we’re embracing new ideas,” but they’re four to six when I could be one to nine. How do you know there’s a world beyond my tennis line?

Pete Mockaitis
Yeah. Well, David, so many of your ideas are really resonating for me here. I guess I’d love to hear if it’s a client or someone who just took and ran with these easy ideas and saw cool results as a result of doing so, can you give us a transformation tip?
David Marquet
Yeah, I’ll tell you another story. So, one that might resonate with readers is McDonald’s. We’re working with their franchise out in Oregon and they have 15 stores, and the ops manager was stressed, and she would, every morning, “Oh, do this, check on that, do that,” and she drives from store to store frantically, telling what to do, and checking in on them. We flipped the whole thing around, so she now would get these texts every morning and the store managers would be checking in with her, “Hey, here’s what I got, here’s what I see, here’s what I intend to do about it. Come on by if you want. We’d love to see you. Invite your feedback, but we don’t need you. We’ll do it anyway.”

And she had so much less stress over the next 12 months she lost 50 pounds, a pound a week. And she had some bad health markers and were sort of prediabetic, and all that stuff went away because we simply flipped it, we got rid of that old industrial-age playbook.

Pete Mockaitis
And she may be eating at places other than McDonald’s because she didn’t have to go there often. You can smell those fries.

David Marquet
Yeah, it’s so hard. They’re so good.

Pete Mockaitis
Well, if I can follow up, so that sounds like a tidy little framework there. So, each person said, “Here’s what I got, here’s what I see, here’s what I’m going to do.” Can you lay that out for us?

David Marquet
Yeah. So, we have a framework that we applied to empowerment, which we call the ladder of leadership, and it’s simply the words that you say. We cast away the word empowerment, and it sounds like this, “At the bottom, they tell me what to do.” That’s obviously very low. And then there’s, “Here’s what I see, here’s what I think, here’s what I would like to do.” Now, the key there is unless you get approval, you don’t do it, so you wait.

And then level five is, “Here’s what I intend to do. Tomorrow at noontime, I intend to launch a new ad campaign. Next week on Wednesday, I intend to launch a product as scheduled.” Now, the key about intent is unless you say no, it’s going to happen. So, if you don’t get your email that day, you’re not holding the team up. And here’s the key, the team, knowing that there is going to happen, it’s on them. They can never…they own it. They can’t say, “Oh, well, the boss told me. I knew it was a bad idea but blah, blah, blah.”

So, it’s a trick, so to speak, mechanism better. It’s a mechanism to get thinking, because when you know, if you say something, and your boss gets a little in email, it’s going to happen, you become…you check with the person, “Hey, does everyone this is a good idea? I want to make sure it’s good because it’s going to be on me if we do this.” So, the way we would make reports is, so imagine in a submarine, or oil refinery, nuclear power plant, operating room, we always report in that sequence, “Here’s what we see,” so it’s description, “And then here’s what I think,” which is analysis, “And then here’s what I think we should do,” action.

So, the first step is detect, “I have to notice something,” so it’s D2A2, detect, describe, assess, act. And we always go in that order because we’re moving from safe to less safe because description is pretty safe, “Hey, I notice the patient is turning yellow.”

Pete Mockaitis
Can’t argue with that.

David Marquet
You may not know what you need to do. That’s okay. If you couple, if you say, “Don’t bring me a problem without a solution,” guess what you’re going to get?

Pete Mockaitis
Crickets.

David Marquet
Fewer people telling you problems. That’s what you’re going to get because every time you make a speedbump to a behavior you want. You’re going to get less of a behavior that you want. So, you just put a speedbump on the behavior of reporting problems. So, you say, “Bring me problems. You don’t have to have a solution. If you have a solution, bonus points for you.” So, anyway. And studies have showed that’s exactly the impact. Because we have these well-meaning words but they often counterfire.
Pete Mockaitis
And what’s the final play?

David Marquet
So, the final play is in the industrial age, because leaders were coercing workers what to do, the final play in the industrial age is conform. We don’t want to appear approachable because that just makes it harder for us to get them to do what we want them to do, so we conform to our role in hierarchy. The new play is connect, connect as humans. If you’re going to ask people to make decisions, decisions passed through the emotional wiring in our brain, we want to think that we’re all rational but we’re not. I mean, “Who am I going to marry? Where am I going to school? What’s my…?” At the end of the day, always an emotional complement to that decision.

Healthy decisions come from healthy emotions. Healthy emotions come from feeling human at work, which means we have to connect as human beings. And so, there’s a lot of legacy behavior at work, posturing. And I was in a big global corporation. You could tell you’re getting closer to the more important people because the carpet was getting thicker. And there’s all these trappings of hierarchy. We don’t need to reinforce hierarchy. What you want to do is actually reduce hierarchy, not to zero, A, you can’t, B, I don’t think you want to. But we’ve got to get the humanity, the connection of humanity back into work if you want your people to be involved in decision-making. If you’re going to ask them what they think, then that’s decision-making. So, that’s what the final play is.

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

David Marquet
Yeah, I really like, I sound maybe like I’m a geek, but I really love Churchill’s use of a language, and so when you take your quote like this, “We shall fight on the beaches,” and you look at the words he used. Now, I had an opportunity to see a museum exhibit where he had some drafts of his speeches, and he had different words. And the pattern was he was always going back to the Anglo-Saxon variance. So, he could’ve said, “We shall travois on the shoreline,” but those are French.

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

David Marquet
What’s popping in my head right now “Mindset” by Carol Dweck. She talks about having a growth mindset versus a fixed mindset, “Thinking, Fast and Slow” by Kahneman. Tversky is so good. I just read also Michael Lewis’ book “The Undoing Project” which is about the work that Kahneman and Tversky did where they came up with a lot of these biases. There’s a guy, here’s one of most of your listeners might not have heard of, a guy named Panksepp, a psychologist who tickles rats to hear them laugh.

Pete Mockaitis
Yeah, sounds like fun.

David Marquet
Anyone who does that has got to be interesting. And he’s got a number of books. I don’t understand half of what he says, but one of the things he talks about is we’re wired with…one of the systems that we’re wired with is called the seeking system, this is the curious system. This is the one that says, “I wonder what’s behind that corner? I wonder what’s over that mountain range?” And a lot of our social ills can be traced to some sort of dysfunction in our seeking system. And I just think this stuff is really interesting.

Pete Mockaitis
Hmm, intriguing. And, tell me is there a particular nugget you share that people quote back to you and you’re known for?

David Marquet
Well, we say build leaders at every level. One of the things I’ve been saying, recently I’ve been hearing all that back, is “Push authority to information not information to authority.” And what we’re referring to is in a hierarchy, oh, hierarchy is the same characteristic, which is the information rest that’s peripheral of the hierarchy at the people at the periphery of the hierarchy, the ones in the coat, talking to the client face to face, in the operating room, flying the airplane, whatever. But the authority for making decisions rest typically in the middle.

So, the 20th century approach was to create systems and scorecards and software where we aggregated the information from the periphery and channeled it into the middle for a decision, and what we say is what you’d want to do is take the authority for making decisions and push it out to the periphery as close to the person, people, who natively have that information and you’d get much faster feedback loops, you get much more resilience, agility, adaptability, and you get more responsible behavior by those people, and it’s more fun and they feel like their jobs matter.

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

David Marquet
So, our program is called intent-based leadership, so go to the website Intent Based Leadership. And I am on social media. I give myself a grade of like D+ for social media but I’m on Instagram, Facebook, LinkedIn at L. David Marquet. And the other thing we have is a thing called leadership nudges, we have almost 300 now, come out once a week, a one-minute…a lot of these things we talked about are in these little leadership nudges, so one-minute video, low-production quality, me just talking into the camera, saying, “Hey, when you got to ask the question, start the question with how. It’ll be impossible to ask a binary question and it’ll be a better question.”

Pete Mockaitis
Well, David, this has been a treat. I wish you lots of luck and keep up the good stuff you’re doing.

David Marquet
Thank you. Thank you. Thank you.

544: How to Build Exceptional Influence in a Noisy Digital Age with Richard Medcalf

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Richard Medcalf says: "Transaction is the opposite of influence."

Richard Medcalf shares strategies to grow your influence despite the noise and overwhelm of the digital world.

You’ll Learn:

  1. The language that gets people to listen to you
  2. The two ways of effectively relating with anyone
  3. A quick trick to exude charisma and confidence

About Richard:

Richard Medcalf has advised exceptional founders and senior executives in complex, fast-moving industries for over 20 years. After earning a first-class degree at Oxford University, Richard became the youngest-ever partner at tech-sector strategy consultancy Analysys Mason. He then moved to tech giant Cisco, where he held various senior positions over 11 years, most notably being hand-picked for an elite team set up by Cisco’s CEO to lead new board-level business initiatives. Believing that there’s no business transformation without personal transformation, he founded Xquadrant to work at the intersection of leadership, strategy and purpose and help digital-age leaders create extraordinary positive impact.

Resources mentioned in the show:

Richard Medcalf Interview Transcript

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

Richard Medcalf
Hi, Pete. Fantastic to be here. Thanks for inviting me.

Pete Mockaitis
Oh, yes. Well, I’m excited to have you and I really appreciate you staying up extra late in France to have this conversation with us.

Richard Medcalf    
No, that’s great. It’s 11:00 p.m. here but I’m energized and ready to go, so let’s do this.

Pete Mockaitis
Yeah. Well, I see it and I’m excited. Well, I want to kick it off, you have a very impressive bio but at the same time you also discuss vulnerability in some of your work. So, I want to put you on the spot and ask for you to publicly admit something that you’re terrible at. I’ll start just to break the ice. And that is I’m not good at drawing three-dimensional shapes. I had a new product design class and that was actually a reasonable part of it and I didn’t do so well and it was so embarrassing, they’re like, “What is wrong with you?” So, now, the world knows that. But, meanwhile, I’m looking at your bio, I was like, “Man, this guy looks like he’s amazing at everything he touches.” But that’s never quite true, and it’s always comforting, so lay it on us.

Richard Medcalf
No, yeah, I can give you that. Well, I think my kids would say that I’m just bad at animals, like any animal comes near me, I’m jumping around, freaking out. Really bad. Like, when my daughter was one, we went to Australia to see some family there, and she stroke a baby kangaroo or something, and I was like, “Okay, Richard, come on. You’re 40, whatever it is, years old. Go and stroke that damn kangaroo.” So, that’s probably the funny one. And then probably I think I come from a long line of people in my family who are just not particularly good at sports, and that’s all we’ve been like. I was always the last to be chosen in school teams and all that kind of stuff. So, I think I had a school report that said, “Richard tries hard at a subject to which he’s not naturally gifted.” So, I said, “All right.”

Pete Mockaitis
It’s the kindest possible way that they could articulate that. I, likewise, didn’t do well in most sports. I was good at swimming. Weightlifting, depending on the lift. But, anyway, now we know. Thank you. You’re on the record. But I want to mostly talk about influence today, that’s one of your areas of expertise and so let’s dig in. And maybe if you could tee this up for us with maybe a compelling story that captures just what’s at stake when it comes to professionals being influential or just what is possible when a typical professional upgrades their influence game.

Richard Medcalf
Yeah, absolutely. Well, first of all, going to my story a little bit, and, again, be a bit vulnerable about times when I actually didn’t sure I have the influence I needed. So, my story in a nutshell is I studied in Oxford University, I got like a top grade there, ran into consulting, strategy consulting, became a partner very fast in that. I think it was just a lucky fit having to be good at that as a bit of random choice but it worked well. And then I moved into Cisco, it’s obviously a massive global company, a smaller fish in a bigger pond. And I think I didn’t manage that transition actually particularly well. It took me a while because I had a lot of expertise to bring but I hadn’t quite understood quite how much you needed to work that broader organization to really have an impact.

And so, I think if I look back and I’m honest, I think I kind of got a bit pigeonholed into the next big role for a while, and they’re quite high-profile projects, they’re quite having a certain impact but I kind of knew that there was more that I should’ve been doing and there was more of me that I wasn’t bringing to the table. And so, I think there was this gap where I was kind of trying to struggle with, “How do I actually do this?” And nothing was bad but I just knew that there were others perhaps who’d made a much better transition in, and I was seeing I was a bit envious.

So, I started to kind of dig into this and think about it and a bit of self-reflection and I started to realize, actually, as often the case, that all of these answers are actually under our nose, and we have to kind of do the thinking and do the searching and come back to it, and say, “Well, what have I really got to offer and to whom?” a number of other things. And the net of that was my last role in Cisco, before I then left and setup my own company Xquadrant, was actually part of a small group setup by the CEO and global head of sales of Cisco to really have influence, to really capitalize strategic partnerships between Cisco and some of its large customers and partners.

And so, that was a role where it wasn’t a hierarchical power role. It was very much about, “How do we actually get people who are not under my direct control, not even in my own company, to perhaps collaborate in ways that they weren’t used to?” And so, that for me was really where that whole journey was where I got passionate about this idea of, “How do we all take our impact up a game, up a notch, play a bigger game and channel our natural skills in the best possible way to have the impact that we want?”

Pete Mockaitis
Certainly. Well, so that is pretty cool transformation from, okay, you’re kind of hanging out and treading water for a little while in the career because of not having those influence skills, and then you’re selected for a role that is just chock-full of this influencing-type activities and requirements, so that’s pretty cool. So, it seems like you learned a thing or two to get that role and to flourish within that role. So, can you lay it on us, what are some of the foundational principles that can make a professional influential?

Richard Medcalf
Yeah, let me give you a few of the models that I’ve been using and I found really helpful. But, perhaps just to go back a second and just to realize that the context that we’re in, whether we lead or whether we’re an individual contributor, the whole world has shifted, as we know, with digital technology and everything else, and so there are these very unique contexts for making things happen. As I said before, most of this is actually in the roles where we can’t just tell our subordinates what to do and get everything done, right? Almost every role, even if you have a big team, is going to involve influencing across those boundaries. But there are some traps that I see.

So, the first one is this always on culture, right? Everyone is always connected, there’s always things going on. I call it managing infinity because it’s an infinity of people to speak to, movies to watch, books to read, emails to address, tasks to write. It’s never finished. It’s always on. But we often find ourselves neither really productive, or neither really present, and more to the point, we often do the wrong thing at the wrong time. So, we’re trying to be productive when we should be present with people, and we’re perhaps getting distracted when we should be being productive.

So, we’ve all been in that situation where it’s a social event and somebody’s on their phone doing emails, it’s just not the right time, an undermine of influence. Or if you’re in a meeting, and the boss is like on his phone and not listening to your presentation, he actually undermines his or her influence at that point with you, you think, “What’s going on? Is something wrong with this work? What’s going on?” And so, the first thing is to realize that always on actually has a bit of a trap because if we’re not in the right mode at the right time, we don’t see it, we see it in others.

Pete Mockaitis
Oh, certainly, yeah.

Richard Medcalf
And that undermines it. And I think the other one that I’d speak to is the virtual world. In other words, we have distributed teams, and a lot of times we get onto conference calls for a lot of our work, and the issue is it can become very transactional at that point. We all know that example, anyone who’s been in a distributed team where there’s a conference call, people get on, people are in awkward silence, perhaps the odd comment here and there, the odd bit of banter but it’s pretty quiet, people are doing their emails, typing away, people are joining, it’s a bit awkward, and then suddenly, “Okay, let’s go. Right.” And we start.

And so, if you imagine in the real world, if you’re all in the same office, those five minutes would be spent finding out about each other’s weekend, the family, “What’s going on? You look a bit tired, stressed,” and so forth. And so, relationships can get very transactional because of the digital culture. And I think that is actually something, if you are working in a distributed team, you need to be careful about, because transaction is the opposite of influence, really, right?

Pete Mockaitis
Well, so I’m intrigued then, I think some people worry they might lose influence if they are not responsive and fast enough in replying to whether it’s Slack or email or whatnot. So, how do you think about the, if it’s tradeoff or it’s just a matter of, “Hey, you schedule time to do both, and then you do both, then you engage appropriately based on what you’re doing”? I guess this is all vary organization by organization, and request by request, but how fast do you got to respond to maintain influence?

Richard Medcalf
I think there’s a lot of fear around this topic, fear of missing out, fear of not being seen, and as ever, it’s always the other side of the fear, that you actually get into a safer place, and probably few, a more secure place. And so, think of people that you really admire and respect, they’re not always easy to get in touch with. The people who are available at the drop of a hat, your esteem of them doesn’t necessarily go zooming up just because they’re super responsive. They’re super responsive, it’s useful, it’s nice.

Pete Mockaitis
That’s an excellent distinction. “Yes, I appreciate it, that’s cool of them, it’s convenient, but my esteem doesn’t go up. It’s like, “That is a true professional, rock star, person of influence I respect.” It’s like, “Oh, I appreciate that. Thanks.”

Richard Medcalf
Yeah, exactly. And so, I think there’s a time in my consulting career where I think I pretty got a promotion delayed by that six months because I took on too many projects because they’re all really high-profile projects and I thought, “This is fantastic opportunity,” but I took on like all three of them. Frankly, if I’d done one of them really, really well, I would’ve been promoted. As it was, I did three of them okay but I did not knock the ball out the park. It was fine. It was okay. The client was happy. We got signed up. But I think less can be more, and we forget that, and we think more is more, and it’s not. They don’t actually notice the quantity so much as the quality, right?

So, even if we’re in a job like sales where you got to get through, it’s actually, “Who are those 20% of clients that are really going to make the 80% of your revenues, right?” Yes, so I kind of try to force myself, as there’s barriers in place, and to realize that we’re often playing this game with ourselves and our mind about having to jump in. But when you’re always trying to be super responsive, you don’t create the space for the deep work that actually sets you apart.

In Cisco, one of the things I did do to increase my influence was I remember I actually carved out once, literally it’s just one day, where I took on some work I had done and turned it into a piece of thought leadership, like really said, “Okay, what have I learned? What is cutting edge here?” And I developed this little model and some material with it, and I remembered about 3:00 p.m. on that day, I was like, “What am I doing wasting my day writing this stuff?” I was like writer’s block and all that trying to do this stuff. And that day, I spent the time, I was like, “Well, was that just a waste of time?”

But, no, because suddenly I’ve created something that was valuable, that was unique, and the people had not seen it before. And, suddenly, it was in demand, the customers wanted to see it, I was flown here and there to deliver it. So, this investment of one day where I was not being responsive and much more impact than if I was just doing my emails all day. You know that.

Pete Mockaitis
I love it, yeah. That’s very tactical, practical, tangible, and real, I love it, in terms of if we really look back, we can probably think there were a couple deliverables that changed everything, and they weren’t made with the email box open on the side with being interrupted every 10 minutes.

Richard Medcalf
Yeah. So, I say, often when I’m working with executives, I work a lot with senior executives in a kind of coaching capacity, and one thing I’ll say is there’s a slowdown because often we advance in the first part of our career by sheer churning things out, but we get to a stage where it’s like, “Okay, just stop a second. What’s the one phone call that’s going to make all the difference right now? What’s the one partnership to form? What’s the one thing you need to shift, the one conversation you need to have, whatever it is, that’s really slowing it down? What is that number one lever that’s going to have the most impact?” And I think when you do that, then you differentiate yourself, and people’s estimation of you rises.

Pete Mockaitis
Yeah, I think that’s excellent. Okay, cool. Well, then you mentioned there’s some traps, and we covered a couple. Are there more?

Richard Medcalf
Well, I’d say there’s a number of traps. I think the other one is around noise, I suppose. We could use that one. So, just the sheer volume of content and information coming our way. So, when we want to create influence, this does matter because what we say can easily get lost in the mass of everything going on, that infinity I talked about.

So, one of the things that I do, I actually have a saying, my saying is, “Do you have a saying?” You see what I just did there? So, what I did is, the point is when you actually say, “I have a saying,” you actually put a context around what you’re about to say next and it becomes a thing.

Pete Mockaitis
No.

Richard Medcalf
Right? So, if I say to you, “I’ve got sayings. Slow down to speed up,” it’s a good saying, right? But it has more impact than if I just say “Slow down, to speed  up,” in the middle of a sentence that I’m rattling through.

Pete Mockaitis
That’s true. The receiver of that message naturally thinks, as I do, it’s like, “Well, what is it, Richard?” It’s like, “I’m listening. Bring it on.”

Richard Medcalf
And having a saying is important because language, we adopt language really powerfully. It’s a natural human instinct, right? I say language creates culture. So, if you want to change a culture, or a team, or your family, then think of the words that you use, because it’s how we celebrate. It’s how we relate. And so, as you kind of introduce words, and you use phrases, that does have a big impact.

The idea of a thing as a phrase, as a saying, is about context. So, I always say this, “You should never really have content without context.” So, the context is a frame around the content. So, if I’m going to say, “Hey, Pete, I’ve got something that’s really important for you to hear right now, and it’s going to change your life,” then you’re suddenly ready for it, you know what I mean? Whereas, if I just said it, you wouldn’t perhaps appreciate it, the fact that I really believe this was something important for you.

And so, say, if you’re talking to your boss, it might be one important issue you really want to raise and a load of tactical issues you do every with him. So, you might want to say, “Hey, today, there’s three or four things that we need to rattle through as normal, but there’s also one big topic that I think is really going to be important for how we work together in the coming year.” So, suddenly, they’re kind of mentally getting ready for that, and they’re kind of more ready to receive it. Whereas, if you suddenly launched in with whatever it is you want to say, they’re not mentally prepared.

Pete Mockaitis
Yeah, that is so powerful. And you said a couple of things that both reminded me of Robert Cialdini’s book Pre-Suasion, which is outstanding. And in terms of language, how that shapes things, he told a story about how he did a presentation for a health, was it hospital or…it was health-oriented, and the presentations, they’re not allowed to call them bullet points, it’s like, “Bullets are weapons that harm people, so we don’t use those words here.” And at first he thought, “That’s kind of ridiculous,” but they’re saying, “Oh, this really does shape things in terms of the culture.” And then the context creating content, or shaping, making more impact, how do you say it? You don’t want content without context.

Richard Medcalf
Yeah, I say it frames. The context frames the content.

Pete Mockaitis
It frames. And I guess I’m thinking it amplifies in terms of it makes all the difference in terms of like, “What should I be paying attention to?” And I think this is all connecting in terms of, yes, in this digital noisy always-on and managing-infinity world, that becomes extra important to know. It’s like, “I’m looking at this here in a matter.” So, maybe, I would love it if you could just give us some more of your favorite content phrases. So, one is “I have a saying,” the other one is, “Hey, the really important thing is this.” What are some other just tried and true winners?

Richard Medcalf
I think a lot of them, to be honest, are kind of quite natural and would depend on the people, right? So, what I mean by that, you create context whenever you just create that sense of anticipation. And so, it’s as simple as, “Hey, I’ve something important to tell you.” That’s what we’re saying all the time to people. That already sets up a context.

So, as a leader, one of the things you’re trying to do actually is instill the way you think in other people, not to make everyone robots but to help them kind of make the decisions that you would need them to make rather than making all those decisions yourself. And so, for example, I was working with a leader at a global kind of industrial process engineering company, so it might’ve been chemical products and various things, and so safety is very important. And he was complaining that his team were not autonomous and coming to him for all sorts of decisions.

So, I said, “Well, how do you make decisions?” So, he talked about it, and it came down to he looks at the business impact of the decision and he looks at the safety impact, and those two things are so important because this stuff is so dangerous that they’ve got to be both up there equally. So, those were the basic questions. So, I said, “Well, when somebody comes to you with a question, would you say to them, ‘Hey…’”

“Well, first of all, you will tell them, ‘Well, you know, these are my criteria.’ But when they come to you with a question, you say, ‘You know what I’m going to say now, don’t you?’” Once again, it’s a bit of context. “Oh, yeah, you’re going to say, ‘What’s the business impact and what’s the safety impact?’” “You got it. So, please answer the question for me.”

And so, that’s another one. Slightly different framing the content because, first of all, you would have to deliver the content to say, “Hey, this is the way I would think about it, safety and…” Again, he’d probably say, “I have a rule of thumb.” Again, you’re kind of phrasing it, “I have a rule of thumb,” or, “I have a…” how could you put it?

Pete Mockaitis
Mantra, dogma, guideline.

Richard Medcalf
Exactly, yeah. Mantra or guideline, yeah. I always look at the two big factors, right?

Pete Mockaitis
Command.

Richard Medcalf
Yeah, exactly. Anything like that. Yeah, exactly. So, “I have a manta.” It has to be positive on the business and positive for safety. So, you say that to them. And then, afterwards, when they come to you, you can then refer to that and they start to embed that way of thinking about the world. So, I think that’s just another way of doing it.

But it can just be as simple as starting a meeting by saying, or starting a conversation by really just explaining the relevance of what you’re going to say to somebody. If you want to have influence, you need them to put their ears up, right? So, you want to say, “Look, we’ve come up with a project proposal that we think is probably one of the most significant things that we can do this year. And, as well, we think we’ve really mitigated the risks, breaking it up.” But, suddenly, your boss is going to be interested in that, right? Whereas, if you just launched straight it, they might be checking their email still.

Pete Mockaitis
You know, Richard, my next question will forever transform the way every listener thinks about influence forever. See, I’m practicing.

Richard Medcalf
There you go.

Pete Mockaitis
I don’t know if I can deliver. I was just practicing setting up some contexts. But I guess I am curious, so these are really great tools. And so, we’re talking in this context of technology. Can you share, are there some rules or guidelines or principles about influence that used to be true but now are not so much true? Like, “Hey, stop doing this,” given how we’re living today.

Richard Medcalf
It’s a great question. My instinctive reply to that is I think that it’s back to less is more, right? It’s back to everyone has lower attention spans, more solicitations, and so we need to make our interactions count I think even more. So, it’s not that it’s totally changed but I do think mistakes are risen on that because people don’t have time to listen to all of that stuff that you might want to tell them often. So, I’d say it’s more there’s dialed up, those things. It’s always been a good idea to be succinct and to say things and to have high quality when you open your mouth. But I think it’s probably gone up.

I have a little model which, I think, worked in the past but definitely works now, and I think could be helpful for people and certainly it worked with me and I can give you an example of this in a second, of this working out in practice. But it’s really this idea that, I’d say there’s two levels of relationship and influence. There’s the kind of transactional level, which is kind of about basic transactional trust which is important to establish. And then the second level is a deeper level of relational influence where you’re really seen as a trusted mentor or ally or somebody who’s really able to speak into your life.

So, on the transactional level, you might’ve heard of something similar to this, there’s various models around. It’s really these four Cs that’s very simple. So, there’s competency, chemistry, character, and criticality. So, first of all, character. So, character literally is like, “Do I believe the assembly with integrity? They’re not going to stab me in the back.” Who’s basically a good person, right?

Pete Mockaitis
Right.

Richard Medcalf
“In fact, are we going to work together with some degree of trust?” Chemistry is, “Well, are we going to basically enjoy working together enough, for that to be not a horrible experience?” Competency is, “Yeah, are you somebody that can actually do this job? Are you actually going to do the work and get it done?” And around that one, there’s often this question of confidence, so, “Are you confident in your own competency?” Often, there’s a whole load of people who are extremely competent but they actually kind of the traffic light goes red, one of the people think of them because they’re just not confident enough in their skills. So, that can be a real…

Pete Mockaitis
Right. There are some who are over-confident in their skills and they say things so assertively, like, “Oh, okay.” And then they’re like, “Wow, you were so wrong. I’m surprised based on how empathically you said that.” And then I think that diminishes influence in a hurry, it’s like, “Hmm, just because that guy seems really forceful and convinced doesn’t mean it’s true as experience has taught me.”

Richard Medcalf
Yeah, so these traffic lights, I kind of imagine these four Cs with the traffic lights, and sometimes they all go green at the start for some people, a rare number, like when you meet them, they all go green. The question is, “Can these people deliver?” Often, those people are great at winning you over but then the delivery doesn’t quite match the elevated expectations.

And the fourth one is criticality. And the criticality, for me, is really essential. It’s about relevance. It’s, “Can you combine all these skills and character and everything else you’ve got and solve one of my top problems, actually do something meaningful? So, you’ve got the skill, but is it what I really need right now or is this a conversation for another day?” And so, here’s the thing, so in order to really get that good level of working together, you need green on all of those, okay? Character, chemistry, competency, and criticality.

The funny thing though is that we all naturally focus on two to start with. We want to unlock all four but we often look for two to start with, and once they’re validated, we move onto the other two. But we also project the thing to ourselves, to other people. So, for example, I know that, for me, whether it’s by birth or by training in consulting through my career, competency and criticality are really important. I’m always like, “Okay, how am I going to show to add my value, show that I know my stuff, show that I can speak into the situation right now?”

So, I tend to probably project that to other people as the first things, and also looking for, “Are these the people? Are they relevant to my strategic plans? Are they competent? Are they the people I’ll be working with?” Once I have that, I’ll then switch into, “Okay, as a person, are they the right fit, the right feel?”

Other people will start the other way. First of all, they want to build that relationship, that feeling, “Oh, yeah, this person, I get that they’re trustworthy, they’re really nice. Oh, yeah, they’re great people. Now, actually, can they do this job or this task that I have in mind?” And they’ll kind of work the other way around. So, they’ll start more in the relational side. And so, of course, what happens is that when somebody is more task-focused and somebody is more relational-focused meet up, they’re kind of projecting the wrong signals for each other.

Pete Mockaitis
Oh, yeah. And it’s so funny, I’m often task-focused when I’m evaluating or early stages of evaluating like, “Am I going to buy something, like sign up for service or whatnot?” And so, I think it’s funny because a lot of salespeople have been trained, “Hey, you got to build that rapport and that relationship.” And so, I’m just thinking, “I already have my criteria. You have to check five boxes for us to continue this conversation,” and they’re like, “Yes, so where did you grow up?” It’s like, “I don’t want to talk about that now. Maybe we’ll discuss that if we end up having a longstanding business relationship. What I need to know from you is A, B, C, D, E, F.” So, yeah, that mismatch is annoying.

Richard Medcalf
So, they’re losing influence in that moment because what’s happening is they’re not picking up. You’re actually very task-focused in that moment and some people are probably, “I need a sales advisor. And is this person trustworthy? Do I want to talk to this person?” And so, it’s their reading. So, actually, when I work with sales teams, I talk so much about finding your own personality or be aware of your tendencies. Essentially, it’s about, “Can you read the person opposite and what are they looking for? What mode are they in? Are they trying to relate at this moment? Or are they trying to get down to business?” And you do need both.

Pete Mockaitis
Well, it’s great to identify. Just having that frame of mind, “Hey, is it more A, more B?” as you’re kind of assessing things. This is great. And then what are some of the telltale signs and indicators, “Ooh, this person is in business mode. Okay,” or, “Oh, this person is in relate mode.” What are some of your key…?

Richard Medcalf
I think you can pretty much detect, right? I think it’s kind of leaning forward versus leaning back effectively. Are we leaning forward, getting down, is it, “Okay, are we starting to talk about that always”? Or is it the opposite, actually not so pressed for time? They’re kind of more just interested in you, they haven’t got quite to the topic yet. Even just on their face, right? If they’re kind of smiley, they’d probably be more in relational mode. And if they’re kind of a bit more serious, they’re more in the processing stuff and they want to proceed on their role.

Pete Mockaitis
I’m thinking about how I relate to my nanny right now. I’m often in task mode because it’s like, “I’ve got to get this day started. I’ve been with the kids this morning and it’s been fun, but now the time is coming, there’s things to do.” And so, it’s like, “You know, I just changed the diaper and they woke up at this time, and welcome.”

Richard Medcalf
And actually you get from home.

Pete Mockaitis
Yeah. But then every once in a while, it’s sort of like the exception, it’s like, “Oh, yeah, how is it going? How’s your weekend?” I think that can be your indicator right there in terms of, “How was your weekend?” and they say, “Oh, it’s fine. We fixed our furnace.” Like, “Okay, that’s a quick fact.” As opposed to, “Oh, we just had the loveliest time. My mom came into town and she brought this delicious chili.” And I guess at the same time, and then sometimes I guess there’s a whole continuum as well. Like, some people maybe kind of overshare, it’s like, “Oh, I was just kind of being polite. I didn’t expect this level of detail about what you ate for each meal over the course of your weekend.”

Richard Medcalf
So, the match and lead, right?

Pete Mockaitis
Yeah.

Richard Medcalf
Yes, so match and lead in those situations. So, matching is if they’re being relational, be relational. But then if you don’t want to stay there, then you can move the subject on.

Pete Mockaitis
Certainly. And I’ve heard that before, I was like, “Well, boy, I could talk about chili for a couple hours.” But, Richard, I want to make sure that we figure out the key principles of influence, so that’s good.

Richard Medcalf
Yes. So, you’re talking here about environment as well, about presence and productivity. It’s really about, “What environment are we going into and what’s appropriate?” So, for example, if you’re going into basically some social setting, it might be a business social setting, it might be lunch break or whatever, and everyone is kind of chatting about social stuff, or they’re networking, or whatever they’re doing. And, suddenly, you walk up to your colleague and you start giving them all, “Oh, I got to catch up on the project, A, B, and C,” right? It’s just like, “What are you doing that for? Look around you, it’s not the right moment,” and that can create awkward stuff.

But we do it all the time. We get off the phone, we walk into the house, we’re on the phone, our family is happy to see us, and we’re still in task mode and we’re not present. Or the boss who has an open-door policy. I tend to say to a leader, “Don’t have an open-door policy. Be very intentional about when do you need to do your focused-work, when you need to do your task-level work, and actually when do you actually, when are you going to look up and actually be totally present for people?” So, actually have a smaller window but where you’re not secretly a bit annoyed if somebody walked in because you really are halfway through an email you need to finish. Because I think we can have an open-door policy, often you don’t quite focus on your work you’re meant to be doing, you’re not quite focused on the person who wants your attention unless you’re very, very disciplined.

Pete Mockaitis
You know, Richard, I’m really liking this. Do you have some slides, diagrams, charts, tables? Because it really seems like I’m seeing two columns and, like, side by side to make this contrast come alive. Do you have that? Can you make that? Can we link to that? I’m putting you on the spot.

Richard Medcalf
Yeah, absolutely. Yes, so I’ve actually already got a little thing on influence.

Pete Mockaitis
Excellent.

Richard Medcalf
Which is basically a three-step very simple process based on this kind of framework I’ve been explaining, very simple process to figure out. Who, right now, do you need most to exert your influence with? And where are you and where do you need to get to? What is the lever that you really need to focus on to do that? And so, I’ve set it up already. I can add in a couple of extra slides based on this conversation. But if you go to my, for the show notes, my company, Xquadrant.com/awesome and that’ll be there for you and for everybody there.

Pete Mockaitis
Cool. Well, I appreciate that. And, boy, we had some fun getting deep into it. Tell me, Richard, anything you wanted to make sure to mention before we shift gears and hear about a couple of your favorite things?

Richard Medcalf
I think we’ve covered a lot. I think perhaps there’s one little extra thing which is almost another topic in itself, but I think it could really help, which is that sometimes we know there is a moment of truth, as I call it, when we need to step up and have influence. It’s a meeting, it’s a presentation, it’s one of those keys, perhaps it’s a high-stakes situation. And sometimes we can do the four Cs and we can map it out and everything, but, it’s like, “How am I going to show up more powerfully in that moment?”

And what I find is really powerful and is probably along the conversation, but it’s about deciding who do you want to be rather than the techniques. And so, I’ll give you a personal example. I’m a big Queen fan, the rock band Queen, ever since I was a teenager. I got into the band, I played electric guitar because I got inspired by them, everything else. And at one stage, it occurred to me that I really respected Freddie Mercury’s ability to be bold and be flamboyant and really communicate with the back of mass of stadium in an epoch where a lot of rock bands were very kind of like trying to be cool and not really moving around and so forth, and he just went for it and he totally embodied his message.

And so, somebody once said to me, “Hey, Richard, actually, you should be like Freddie Mercury of consulting,” or whatever they said, and I kind of took that away. And, actually, for me, that’s a really powerful kind of alter ego that I can use, which is when I’m about to go into a meeting, a presentation, I kind of think, “Okay, can I release a bit of my inner Freddie Mercury in this moment and be a bit less in my head? I can get very intellectual and a bit kind of in my head. How can I embody this, be totally, powerfully demonstrating the message that I bring, not being afraid, not like doing a half-baked thing, but totally all in in this moment?”

And so, for me, it’s just a really simple shift but it helps me kind of get into that zone. And so, I think sometimes it can be helpful. And it’s not being inauthentic. It’s just another part of my personality. I already have a bit of that slightly extravagant side to me. I don’t mind prancing around. I mean, I don’t prance in front my clients. You know what I mean? I won’t play any guitar in front of another party or whatever. I don’t mind that kind of stuff. So, it’s a bit a part of me but it’s a reminder to bring out this part of me that’s kind of latent or perhaps that I’ve been trained not to use in certain circumstances.

And it has an impact because, actually, I’m fully living my message in that moment where I’m freely delivering what I’m there to say. And so, I think that my influence goes up in that moment because it’s like, “Wow, this guy is really on. He really believes what he’s saying. He’s there.” And I think we all have perhaps those moments where we know, oh, perhaps we’re too hesitant, or perhaps we’re too bold, perhaps we need to be the more smoother relational individual rather than the abrupt decision-making machine, or whatever it is. But if we just identify that a bit of a name to it, again, it kind of creates that context again for that next interaction.

So, perhaps that’s just another thing that we didn’t talk, which I think could be helpful for people because it’s a powerful tool.

Pete Mockaitis
Well, no, I totally agree. So, “Who do I need to be or who do I need to be like in this moment?” And we’ve had some guests use some phrases like enclothed cognition, alter egos, psychological Halloweenism, that kind of get after this notion, it’s like, “I am stepping into this role,” whether it’s someone that you admire or fiction or non-fiction. Was someone I want to step into a number of times in high school and college. I’m excited that there will be a TV Series in which he comes back to that role.

Well, thank you. That’s a great extra point in terms of to show up and embody and deliver that. That can be a much more direct path to getting it done. So, now, can you share with us a favorite quote, something you find inspiring?

Richard Medcalf
Yeah, apart from “Make it so.”

Pete Mockaitis
Yeah, there you go.

Richard Medcalf
One of my favorite quotes is by an author called Kary Oberbrunner, he said, “We don’t get what we want. We get who we are.”

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

Richard Medcalf
Yeah, I recently read this book by executive coach Marshall Goldsmith, and he interviewed 80,000 professionals.

Pete Mockaitis
Well, that took a long time.

Richard Medcalf
Yeah, over his career, he’s been going for many decades, to rate their performance. And he had 98.5% placed themselves in the top half of their peer group, and 70% believe they’re in the top 10%.

Pete Mockaitis
That’s good.

Richard Medcalf
I call it the 70/10 fallacy. The point is it’s like I’m thinking, “Oh, my God, yeah, so do I.” He said that just using that to really realize, “Okay, what is it that I need to see in myself that makes part of growth?” And with the CEO, asked them to rate his team from one to ten just how they’re doing, and then we actually looked at their level of self-awareness basically. So, the people actually who were scoring the highest in terms of his evaluation were also the ones who really felt they had to work a lot of stuff.

Pete Mockaitis
Right.

Richard Medcalf
So, it’s actually the ones who felt they had the biggest problems were actually the least problems. The one who felt they’re pretty much sorted were the ones that he was the most concerned about. So, I just love that, so I call it the 70/10 deception, you know, 70% of people think they’re in the top 10%, which I think we need to be aware of that because that’s actually where we live in.

Pete Mockaitis
Yeah, totally. So, thank you for that context. And how about a favorite book?

Richard Medcalf
I think probably 7 Habits of Highly Effective People was a gamechanger for me. The 21 Irrefutable Laws of Leadership by John Maxwell.

Pete Mockaitis
Oh, we just had John C. Maxwell, yeah.

Richard Medcalf
Yeah. So, I think it’s helpful because it kind of just made me realize how much of our impact starts with us. He has those great phrases, “The leader is the lid,” the leader sets the lid on the whole organization, these kinds of things. It’s just powerful stuff. So, yes, those are probably two. Let’s keep it there.

Pete Mockaitis
All right. And a favorite tool?

Richard Medcalf
I probably live my life with a mixture of Evernote and Todoist. Those are probably my two kind of structuring apps I guess of my day.

Pete Mockaitis
All right. And a favorite habit?

Richard Medcalf
My favorite habit, which I’ve learned recently, well, not recently, but I’ve been doing more and more, is breathing out. I’ve just done it and it’s changed already. Breathing out, it just takes you down and it’s also probably a good influence tip, thinking about it. Just by breathing out, you just slow down that a notch, and the gravitas comes a bit more.

Pete Mockaitis
Thank you. And a particular nugget you share, I guess a saying, if you will, that you have, and maybe it’s just, “I have a saying”?

Richard Medcalf
Yeah, there’s lots of nuggets. I like the one which is “What kind of person has already achieved his goal?”

Pete Mockaitis
Okay.

Richard Medcalf
“And then be that person.”

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

Richard Medcalf
So, I guess my website Xquadrant.com. LinkedIn is where I’m happy to connect with people, on LinkedIn. That’s probably where I publish the most, kind of most of my fresh content and videos and things because most of my clients are kind of there in the business world. Of course, you’ll find me on Twitter, too, a little bit there.

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

Richard Medcalf
Yeah, I’d simply say let’s focus on the behaviors. Pick one behavior that you would like to change and don’t actually even worry about changing it but just start to ask yourself every day, “Did I do my best to do that behavior?” and just score it from one to ten, it just raises your awareness, and then just keep scoring it at the end of every day, “Did you do your best?” because that kind of connects to that emotional component. And I think what you’ll find is if you actually stick with it, and if you write down on a piece of paper those numbers from one to ten over a period of time, you’ll find that you just start doing that behavior naturally. It will just start to emerge because you’ve got that little feedback loop.

Pete Mockaitis
All right. Richard, this has been a treat. Thank you and I wish you tons of luck in all the ways you’re influencing.

Richard Medcalf
Pete, it’s been a pleasure. Thanks again for all the great stuff you put out. It’s pretty impressive the amount of material you’ve been able to build up over the years, and it’s such high quality. So, thank you.