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470: How to Give and Receive Useful Feedback Every Month: Insider Tips on Making Performance Reviews Not Suck with Dr. Craig Dowden

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Craig Dowden says: "If we want to give appreciation, give only appreciation. The most common blunder is that we combine coaching and evaluation."

Craig Dowden exposes gaps in common performance review practices and presents an empowering alternative approach everybody can use–no matter where you work.

You’ll Learn:

  1. Why the current performance review practice is broken
  2. The key thing NOT to do when giving feedback
  3. A different and better strategy for regular reviews

About Craig:

Craig Dowden (Ph.D.) is an inspiring and thought-provoking executive coach, Forbes author and keynote speaker who partners with leaders and executives to tackle their most important personal and organizational challenges. Craig holds a Doctorate in psychology, with a concentration in business and is a Certified Positive Psychology Coach. In his role as a trusted advisor, he integrates the latest findings in the science of leadership, team, and organizational excellence into his coaching and consulting work. In 2009, Craig was recognized as one of Ottawa’s 40 under 40 business leaders by the Ottawa Business Journal.

Resources mentioned in the show:

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Craig Dowden Interview Transcript

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

Craig Dowden
Thanks so much for the invitation, Pete. Looking forward to chatting with you.

Pete Mockaitis
Oh, I’m looking forward to it as well. But, first, I want to hear a quick tale about your nickname Egg in high school and how you used that to your advantage.

Craig Dowden
Nice. Well, good background searching and sleuthing there. When I was growing up, I was kind of an awkward gangly tall kid, and so we would have races around the neighborhood. And so, of course, the classic last one to Craig’s house is the rotten egg. And then, I was routinely last, so you can see how they quickly made the link between, “Craig’s the rotten egg, Craig’s the rotten egg, Craig is the egg.” And, thus, the legend of Egg was born.

And so, not to be thwarted by the nickname, I ran for Student Council President, and we actually had a very boisterous group of supporters, and we had a lot of different campaign slogans attached to them, like, “Vote for Egg. He won’t crack under pressure.”

Pete Mockaitis
Oh, zing.

Craig Dowden
Or, “Vote for Egg, or the yolk is on you.” So, we got a little playful. And, apparently, that worked, branding, won by a landslide, so it was quite the campaign. Very enjoyable.

Pete Mockaitis
Well-done. Well, I’m going to go for an awkward for a segue, and I want to hear about how often people feel like there may be egg on their face on the giving and receiving of performance reviews out there.

Craig Dowden
Exactly, yes.

Pete Mockaitis
I was inspired. I enjoyed your incoming pitch and we’re getting more and more selective these days as we’re getting clearer and clearer on what listeners want. But you nailed it, you and your publicist got it going on. Performance reviews, that is a pain point for a lot of people. Can you orient us maybe what’s current practice in most organizations with performance reviews and how well is that working for us?

Craig Dowden
Well, thank you for the feedback. I’m glad the pitch was received well. And, yes, it’s one of those internal pain points. What’s really interesting is if you look at organizational research, in very few circumstances does management and employees agree on certain things. You talk about engagement levels, transparency, you name it, there often tends to be a disconnect between leadership and employees. And, yet, for performance reviews, this is one of those areas that are universally loathed.

Pete Mockaitis
Loathed with a T-H, not a V as in Valentine’s. T-H as in Thermopylae.

Craig Dowden
Correct.

Pete Mockaitis
The first T-H word I thought. How about thumb?

Craig Dowden
Exactly. So, yes, they just absolutely, people just dislike them. So, managers really dislike giving the feedback, and employees really hate receiving the feedback. Oftentimes they’ll use a lot of ineffective strategies like the compliment sandwich, which, you know, say something nice and then you follow it up with something really critical, and then, of course, just to make sure they leave on a positive note, you end it with a positive.

And so, all of these tips and tricks just lead to a lot of disappointed participants in this process. There was a study done a couple of years ago where 55% of people said they didn’t feel that their annual performance review was fair or accurate representation of their performance. Two-thirds said there was surprising feedback in the review, which you would think that shouldn’t happen. And then three quarters of employees said there were no specific behavioral examples given to support the feedback.

So, this is a really broken process which many leading organizations are starting to realize and make changes as a result of it.

Pete Mockaitis
Yeah. And I’ll tell you, this just fires me up. I just think feedback is so important.

Craig Dowden
Yes.

Pete Mockaitis
And I’ve heard it said that it’s the breakfast of champions.

Craig Dowden
Right.

Pete Mockaitis
And it’s so powerful and useful as a tool for learning, growth, and development which I am big in, big on, and to hear that in some organizations this may be the only or the majority of the feedback they get, which is sad as well, and then to hear that it’s not working for people, and isn’t accurate, doesn’t have specific examples, it makes me sad because it could be a cause for celebration.

I actually enjoyed getting reviews because I viewed them, well, one at Bain, they gave very detailed and thorough reviews and lots of examples, and I like that. But, two, I thought I’m in this job largely for the learning, and a lot of the learning is happening during my performance review, for me. And, thusly, I was like excited to go into them because I thought, “This is part of my compensation. It’s like I’m getting a bonus.”

And I was a little bit odd in most of my college life, like, “Okay, Pete, I kind of liked it a little but you’re weird.” But organizations that are not advanced or in that domain, of which it sounds like they are a majority, leave a pretty crappy experience all the way around.

Craig Dowden
Well, for sure, and I think and I love your personal experience and being a bit of an outlier to say in terms of just loving the process. And when you look at the evidence, people are open to receiving feedback, and I think there’s just a lot of challenges. I think that if it’s constructed well, the conversation can go fantastic because it provides an opportunity for leaders to give some feedback to people in terms of where they are and where they need to be.

It also provides people in the organization an opportunity to learn and grow, which this is one of the keys when you look at the research around engagement, that’s one of the key indicators, “Do people, feel like they’re learning new skills, having an opportunity to challenge themselves and grow?” So, fundamentally, the process is a wonderful one to really drive and facilitate peak performance and learning, yet, unfortunately, the way in which we handle it just ends up leaving invariably to some really challenging circumstances because people either don’t deliver the feedback particularly well.

Doug Stone, out of Harvard, did some fabulous work around the different types of feedback so this is one huge challenge in terms of how some missteps that we make. So, he identified three primary forms of feedback. So, there’s appreciation, which is, “Hey, Pete, great job. Really love what you’re doing. Couldn’t achieve what we’re doing without you.”

Then there’s coaching, which is essentially bidirectional conversation where you’re exploring with someone different ways of approaching a particular challenge or opportunity. And then the last one is evaluation, which is essentially saying, “Hey, Pete, this is where you are based on what we initially projected, or what our end goals were, and so let’s discuss that.”

And so, based on Doug’s research, and I’ve spoken to him extensively around this, the difficulty is it’s almost like the movie “Ghostbusters,” right? Don’t cross the streams. And, unfortunately, we have this terrible habit of crossing the stream. So, according to his work, and he’s been at the Harvard Negotiation Project for well over 30 years, and what he’s found is we’ll combine those.

So, if we want to give appreciation, give appreciation. The most common blunder is, is that we combine coaching and evaluation. And as he shared with me a little while ago, he said, you know, Pete, you can deliver the best coaching advice anyone has ever received or the best coaching conversation anyone has ever experienced, and if you combine it with evaluation, guess what happens? They basically just totally lose all of the coaching and focus on the evaluation, “So, why did I score a three out of five on this?”

And so, he said for the maximum impact to ensure that feedback is received and is actionable, the best thing we can possibly do, focus on evaluation for one conversation, and then have the coaching conversation following up on that. So, don’t mix them. And, sometimes, again, in the interest of efficiency, we mix the two, we’re like, “Hey, we’ll do the evaluation and then spend time coaching so that the person can really put this into practice.” Unfortunately, even though it may intuitively make sense or feel like it makes sense, in practice it has an opposite effect and actually leads to real challenges in the development and adoption of new behaviors.

Pete Mockaitis
Well, that’s a very helpful rule of thumb, that I think that could take you far just following that forever. So, you were saying, “Let us not mingle the coaching and evaluation bits of feedback in the same conversation because we’re going to miss out on that coaching goodness.” Now, is it kosher to mingle appreciation and coaching, or are those too helpful to be separated?

Craig Dowden
Again, the safest route, based on the work that he has done, is to separate them. Keep them because, again, it’s going to be around, “Hey, great job. This is wonderful. Really appreciate your efforts on this.” So, it keeps the conversation focused on, “We want you to feel recognized and acknowledged for your contribution.” Once again, as soon as you throw coaching into the mix, the person may forget about the appreciation and then focus on, “What are different strategies I can use around this?”

So, keeping our focus on what kind of feedback do we want to deliver, and then keep or maintain that focus on delivering that message. And then, later, you can talk, again, have a coaching conversation. So, all of those pieces can be much more effective in terms of supporting behavioral change and/or maintenance in someone else by being cognizant of those three different pieces of feedback.

Pete Mockaitis
Okay, that’s cool. Well, now, you have a particular approach you recommend when it comes to performance reviews. Tell us about this.

Craig Dowden
Well, I think it’s basically a do-it-yourself employee review, and Daniel Pink, an international bestselling author, talks about this in “Drive” around having do-it-yourself performance reviews. And there’s lots of fundamental reasons as to why this is so effective. So, number one is that so feedback becomes less threatening through familiarity.

So, every month, if you and I are going to sit down, Pete, and have a conversation about performance, then I’m going to basically hand the reins over to you and say, “Okay, tell me how you did. Tell me where you think you thrived. Tell me where there were some challenges.” And so, in that way, what it does is it empowers someone else to be able to deliver their own feedback conversation.

Also, there’s less kind of threat around it because it’s more familiar to them. And it also empowers the other person to highlight some things within their own performance. So, really, it enables someone else to take the lead.

One of the worst things around performance reviews, and how organizations typically do it, is that you’re going to deliver the feedback to me. So, it’s very unidirectional and you’ll essentially stand on high and essentially pronounce judgment on how I’ve done over the past 12 months. By making a do-it-yourself performance review, and do it on a monthly basis, it’s much more common, frequent, routine, and now the individual feels empowered around what they’re going to share with you.

And so, that provides a sense of autonomy. It provides a sense of input. It provides a sense of ownership. And it’s really framed as a learning conversation, which is so essential. And then the benefit to managers, one of the key benefits to leaders and executives and business owners that I worked with, that they’ll talk to me about in terms of their own practices, they’ll have a laundry list of feedback that they want to be able to provide to the person. Well, oftentimes, their employees will tick off the boxes of all the things that they want to share so it takes the pressure off them to deliver that message.

And, secondarily, in some cases, you will volunteer things that I don’t even have on my list. So, it’s a really cool opportunity to be able to get insight that you might not have captured with someone else and, again, without the pressure of trying to figure out, “How can I best frame that conversation?”

Pete Mockaitis
Well, what’s also really awesome is that if you are the manager, like you’ve reduced so much of your workload as well.

Craig Dowden
Right. I love that, yes.

Pete Mockaitis
And the benefits are huge in terms of, okay, so you’re less defensive because you’re the one generating these things about yourself.

So, are there any kind of key particular prompts that you recommend to structure or to latch onto a DIY review, or is it just like, “Hey, how do you think you did? How about it?”

Craig Dowden
Yeah, great question and I think it’s important to explain to people. And this, again, a major gap around just feedback processes in general is that they’re rarely explained, the purpose is rarely explained. So, leaders, executives, business owners, that I’ve worked with, they’ll talk about. So, what we want to do is make feedback an ongoing part of our DNA. Feedback is not something every six months or 12 months. We want to get to a space where we want to have feedback as a regular part of our organization and our organizational DNA because the world moves in such a fast pace these days. We need to have information. We need to have it readily available.

And so, what we’re going to do is have a monthly performance review where you come in and tell me where you’ve done well and what your successes are as well as some of the challenge areas and even what some proposals around what you think you and I can do to be able to address them. And so, it’s a wonderful way within that prompt. And then once you have that discussion in the first month, you can a check in after the first conversation and ask your employee, “How did that go? What did you think about it? Is there anymore specific direction that I can provide and anything I can do differently?” so you really start to have, open up the dialogue around that space.

And I think another really powerful benefit of this is that by employee sharing their feedback with you, then at the end of the conversation you can say, “Hey, do you mind if I share a couple of components or a couple of observations that I have?” So, it really benefits from the reciprocity principle. If you ask someone how they’re doing, well, they’ll generally ask you how you’re doing. So, it’s a wonderful way to create a bidirectional conversation that really kind of lowers the anxiety on both levels because it’s seen as, “Well, this is cooperative. We need each other in order to paint an accurate picture here.”

Pete Mockaitis
And so then, how do we deal with, I don’t know, numbers, ratings, rankings, competencies, you know, raises, bonuses, like the numbery things of it all?

Craig Dowden
Well, I think this is where some of the performance review processes are really broken because, like a forced ranking system as an example, right? And this is where a lot of them lose credibility, which is, “Well, we’ve got to have a certain number of stars, and a certain number of average performances, and a certain number of low performances.” So, this is where a lot of organizations are just redefining how they do performance reviews.

Some of the larger more progressive organizations are just getting rid of them altogether and moving it to a more kind of check in type of process. Adobe is an example as one organization that just stopped doing them altogether. And so then, I think this is an opportunity for senior leadership in an organization to start talking about.

So, what is the purpose of feedback? Because if the purpose of feedback is going to be around performance metrics, as an example, well, now, what motivation is there for individuals to disclose what’s going on? So, I think the metrics are an important part of it and how do we achieve it. Now, the process is around, “Okay, so how do we have that feedback conversation so we maximally set people up for success so that they can attain the goals that they set out?”

So, again, fundamentally, so let’s go back to that standard kind of Bell curve example that so many organizations use from a metric standpoint, or a financial incentive standpoint, “Hey, if everybody is knocking the ball out of the park through terrific feedback conversations, isn’t that awesome?” So, I think this is where fundamentally we have to rethink how we deliver incentives and how the feedback system is connected to that and be much more thoughtful around its implementation.

Pete Mockaitis
So, it’d be great to be more thoughtful around it, and so I’d like to hear then, you mentioned Adobe and some other. Let’s hear some more best practices with regard to is it kind of more separated with regard to how we’re thinking about raises and promotions and compensation things? It’s kind of a different set of conversations than is the performance reviews or how does that go? Because often, you’re right, I think that these things come together and that can be.

Pete Mockaitis
So, Craig, within this model, how do you think about raises and promotions and compensation sorts of things? Are those like completely different set of conversations, kind of separate from the performance review conversations?

Craig Dowden
Yeah, I think that’s a great question, and they are. They’re separate because you can talk about, “Have the objectives, the goals, what are we trying to achieve be it quarterly, monthly, yearly?” And then that’ll be a different discussion around, “So, how well did I do in terms of achieving those objectives?” And then when we talked about the do-it-yourself performance review, essentially, and that’s something that could be readily integrated into that framework, which is, “Okay, for my Q1 goals, if I’m doing this monthly, how do I think I’m doing? Why do I think that I’m doing as well or not as well as I’m doing?” And then be able to provide that as a counterbalance to that discussion. So, they are issues that would be dealt with separately.

Pete Mockaitis
Okay. Gotcha. And so then, I’m curious, if we have individuals listening who are thinking, “Boy, DIY do sound really cool.” We have a broken review process that you sort of discussed already also operating. Have you seen just sort of like individual professionals and their managers say, “You know what, this is cool. We’re going to go do it even if nobody else in our organization is.” How does that work?

Craig Dowden
For sure, yeah. One of the challenges is that it can feel awkward, almost like doing a new exercise at the gym. It can feel awkward so I think what’s really important is for both the manager as well as their team can talk about, “Okay, this may be awkward and we may have some stops and starts, and so let’s raise our hand and learn through the process.”

And I think when they have done it, what’s another challenge is that the manager, in particular the leader, almost has a scorecard, and what they may feel is the “right answer.” And so, giving control over to the employee can feel daunting and what’s going to happen, so there’s an uneasiness. And it’s really interesting and almost, to me, the parallel is having a difficult conversation.

I do a lot of work with executives and executive teams. And, particularly, if someone is having conflict with another colleague or other members of the team, when they actually sit down and have the discussion, it’s not nearly as painful or as challenging as they thought. And it’s the exact same thing with do-it-yourself performance reviews. When it’s over, a lot of times I’ll hear the executives say, “Wow, you know what, my employee shared things that I didn’t see, I didn’t have on my list, I didn’t feel was as great of an issue,” or, “I found that the conversation was much more constructive and productive.”

Or, “If they didn’t raise something that I had on my list, it seemed like they appreciated that I didn’t have the same level of defensiveness sharing my feedback with them.” So, there are so many benefits from doing it. Once again, kind of acknowledging that awkwardness. And I think it’s interesting because it is a very different way of approaching things.

And I think the other pieces, too, is that I hear is that then feedback becomes more normalized. It’s part of day to day, so it’s less awkward, so you don’t raise your hand when you only have something to complain about or a bad thing. So, it just becomes a natural extension of the discussion that you have each day.

Pete Mockaitis
Okay. Cool. And so then, you have seen then those individuals who just decide, “Screw the broken corporate system that we’re in. We’re going to do this on top of it.” And it works just fine once they get past those kind of awkward adjustment bits.

Craig Dowden
Well, I love that you highlight that because, let’s say, you are working in an organization where they want to hold on to the standard performance review. Well, then there’s nothing that prevents a leader from adding that into the toolkit, and say, “You know what, we’re going to apply this within the traditional, or within our mandated performance review system.”

And what’s interesting, the benefits still translate because, “Now, I’m having regular conversations. You and I are having regular conversations, Pete, and so then we can talk about things. And then when the actual performance review comes up, we’ve laid so much of the groundwork that they’re really straightforward. Very little, if anything, is surprising,” which is the way it should be.

And so, fundamentally, whether or not your organization adopts it at large, or whether or not they resist and that you do it yourself, this strategy can be used regardless.

Pete Mockaitis
Very cool. Well, so I’d love it if we can maybe do a roleplay or a demonstration of a DIY performance review in action. I mean, I guess part of it is quiet reflective thought on your own before you engage in the conversation. So, let’s say that I did that.

Craig Dowden
Right. That’s right, assuming that, yeah.

Pete Mockaitis
We’ll make this like, okay, let’s just say you are the owner of my whole company, and I’m an employee who is in charge of making the How to be Awesome at Your Job podcast, and we’re having a monthly check-in here. How would we start?

Craig Dowden
Well, I would say, “Pete, thank you for taking the time to come in and meet with me today. As you know, we do do-it-yourself performance review on a monthly basis, really, so we can have an open and constructive dialogue around how things are going. And so, I appreciate you taking the time to go through the questions, reflection questions, and fundamentally what I want us to talk about this afternoon are a couple of things.”

“Number one, how do you feel things are going in terms of the goals that you set out this month? How do you feel that you’re performing? Then, also, what are the gaps? What are some areas where you feel there are possibilities to raise your level of performance? And then, also, what’s some feedback that you have for me? So, how can I do a better job of supporting you in terms of where you are and what you’re trying to achieve? And then, lastly, I would love to be able to share my insights, observations with you to close the conversation, and just talk about the next steps.”

Pete Mockaitis
“Okay, cool. Well, thank you, Craig. I really appreciate you investing the time to do this with all of your many direct reports and it could add up perhaps. And I feel that it’s going smashingly well with regard to the podcast having completed a huge listener survey. It gave me a clear idea of what people are into and seeking those folks out to deliver upon that.”

“I think in terms of the gaps, I think it’s that I’ve not yet sort of systematized an approach so that we can sort of take listener requests, write to guests like very quickly in terms of figuring out how to do that over and over again when it’s a lot harder to do that than to just snag an author who sounds relevant, who’s got a book coming out because they said yes immediately to invitations on the podcast.”

“And my feedback for you, Craig, is that we speak very rarely, and I’d love it if you could provide some more input more frequently into my performance there. So, that’s what I’m thinking right now.”

Craig Dowden
“That’s fabulous. Well, a couple of things, and I’ll certainly add that. That’s valuable feedback and I appreciate it and I agree that if we had an opportunity to speak more, have much more constructive conversations, so I definitely will commit to doing that.”

“A couple of things that I think you touched on in terms of what has been going awesomely well. I’m thrilled to hear that, so congratulations and that’s great news and great feedback. I really appreciate that you took your insights from customer feedback and client feedback that you have so that’s really compelling.”

“And so, what steps, what are some lessons that you’ve learned through the positive feedback you received in terms of what you’re going to continue to do, and then also ideas you may have from what they shared on the positive spectrum around how to potentially move the podcast to another level?”

Pete Mockaitis
“Certainly.” Well, I think we got the idea as far as demonstration goes.

Craig Dowden
And then just add to that, too, and back to systematize the approach, and then, on the flipside, then I would ask questions like, “Okay, that’s great. I think it’s really valuable that you looked at that. What are some ideas that you think could assist you in that? And then how might I be able to support you in systematizing? Do you have the resources that you need?”

So, you kind of counterbalance because sometimes, and the reason I started with the positive is sometimes people will kind of focus right in on the negative, you know, like where you would improve. And so, there can be lessons learned on both sides of the docket, and then you want to ask questions on each of those follow-up questions in each of those domains.

Pete Mockaitis
That’s cool. And I hear what you’re saying with regard to the reduction and defensiveness because it’s totally like, “Well, hey, I brought it up.”

Craig Dowden
Exactly.

Pete Mockaitis
And even if I didn’t bring it up, it’s like, “I’m already in the zone of having thoughtfully introspected on what are some things I might do better.” And so, it’s not like you’re giving me a jarring sort of state-shifting attack, like, “Here’s how you screwed it up.” “What?”

Craig Dowden
Right.

Pete Mockaitis
It’s like, “No, this is what we’re talking about.” And I’m already in that kind of place so it’s a lot easier.

Craig Dowden
And I love that you said that you brought it up. And I think that’s what’s really important is, well, because let’s say you bring it up, and then I reframe it or I probe a little, and then you get defensive. Then, as a leader, as a business owner, you can come back and say, “Well, Pete, just for a moment, appreciate the response and just I’m following up on something that you raised.” So, sometimes back to dealing with fear or dealing with a trigger, maybe I’m triggered by it. Then this can help raise, bring the discussion back on point, where it’s like, “Oh, yeah, I did raise that, and so I wonder why, what triggered me on that.” So, there’s real richness to that discussion.

Pete Mockaitis
Oh, yeah. I guess, certainly, if you want to go meta there for a moment with regard to what’s happening and then I don’t think that happen sometimes. It’s probably rare that folks start crying and sharing some deep historical therapy-type elements, but they might. And that might be just the thing for that particular conversation. But it could be just like, “Oh, you know, it’s always been a little bit of a sore spot for me ever since this happened that I’ve been quite conscientious about this sort of thing. It gets me going.” It’s like, “Oh, that’s really good to understand.”

Craig Dowden
For sure. Well, and this is, as an example, I mean, this is what then can bring a conversation back versus if you raise it as the feedback provider versus operating as a feedback facilitator. So, if I get triggered defensively by something I’ve openly shared, that in of itself shows the complexity and complications attached to delivering a feedback, because hearing it from you might trigger me differently than if I’m talking about it myself.

Because if I’m self-anointing and self-identifying, that can feel safer than when you do it. Then it’s like, “Wow, okay, I’m reacting to this.” So, it can be a really powerful moment of self-insight for the individual because they can actually hold up a mirror and say, “Gee, even though this is something that I recognize within myself, if anyone else around here points it out, I can get defensive.”

And then through a conversation with the manager, now they can add that to, “Hey, you may want to be aware of that in terms of how you receive feedback.” So, it can be a really powerful learning mechanism in that way.

Pete Mockaitis
Well, that’s cool. So, we talked a bit about some of the emotions there with regard to removing some of the defensiveness in there. Do you have any other pro tips when it comes to handling some of the emotional bits if folks are scared to talk about stuff, they’re frustrated to revisit things again and again, they’re disappointed that they’re not, you know, maybe they heard some surprises, like, there’s a whole lot of emotion wrapped up in all of this? Any kind of overarching pro tips for working with that well?

Craig Dowden
For sure. Well, a couple of things that you can have that as almost preparatory. So, when we have these, and that’s what’s beautiful about having this as a systematized approach where it’s monthly. You can say, “Okay, during our monthly do-it-yourself performance reviews, there may be times when you feel fearful, frustrated, disappointed in what we’re talking about. How can I best show up to minimize triggering those emotions within you?”

And so, it has, “And what are some things that may lead you to experience this poorly? So, before we even embark on this journey together, you can start to lay out the ground rules about, ‘Hey, if you say purple unicorn, that can tend to trigger me in a particular direction.’ So, then it’s like, “Okay, now, I can manage that.”

The other piece can be around saying, “Well, there may be times when I have to share constructive feedback, critical feedback, in terms of what I see. How can I best deliver that so it’s perceived with positive intent and so I can make it as constructive a message as possible? And then what are some things that I can do if I sense that you are reacting emotionally to be able to address that?”

And so, once again, same thing, where the person is actually sharing the answers to that exam. Now, when you bring that up, then you will already have a preordained conversation about, “Hey, Pete, we did talk about it, and I sense this happening. So, as we agreed, I’m doing X and now it’s, ‘Oh, okay.’” So, it softens that transition.

Pete Mockaitis
That’s handy. That’s handy.

Craig Dowden
And I think for all of us, I mean, as a lifehack, it’s a wonderful opportunity, personally or professionally, to talk to the people in our lives about, “How do I best perceive feedback? How do I prefer to give feedback? What’s the best context? What’s the safest environment? And how can I best share those feelings?”

So, as another example, you can say, “If there’s anything that’s in my approach or what’s happening that’s provoking fear or frustration or disappointment, please raise your hand because to maximize the impact of this discussion and really leverage the power of what we’re doing here, we want to ensure that those emotions are minimized. They may not be eliminated entirely. Our job, collectively, is to figure out how to minimize those so we can have a safe discussion and really talk about what matters. So, in order for us both to get the most out of it, this is what we need. So, anything I can do to facilitate that, let me know.”

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

Craig Dowden
I’ve really appreciated the questions and the comments and the exploration. And I think, to me, the most important piece is the research shows that the vast majority of us desire feedback. We want to receive feedback. We want to figure out how we can stretch ourselves and grow. And so, for us, as feedback providers and receivers, it’s critical to develop both of those skills. And, again, I think, to me, the research in that is so important, that in order to be effective, we have to excel in both and be really committed to doing that and being curious explorers when we’re fulfilling both roles.

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

Craig Dowden
Favorite quote. I’m not sure if it’s a quote. Maybe it’s a practice. Something that I think is really powerful for me is around, “The answer is always no unless you ask the question.” So, it’s something that, for me, personally, as well as a lot of clients that I work with, sometimes we can put up artificial barriers and assume there’s going to be a negative, like, “No, this isn’t going to happen.”

And I feel like it’s so empowering for us to recognize that just by asking the question, asking someone to be a guest on a podcast, asking someone to interview, asking someone to have a coffee to discuss a business opportunity, if we don’t allow ourselves the opportunity to play the game, then the answer is going to be no, and we’re going to have a losing hand. And so, to remind ourselves of the power in asking questions.

Pete Mockaitis
You know, what I like about that is, it’s sort of like there’s a guaranteed zero percent chance if you don’t ask. And even if you’ve upgraded yourself to a 1% chance, you know, divided by zero it’s like an infinite increase.

Craig Dowden
Exactly.

Pete Mockaitis
It’s not like you’re ten times more likely to get a reply, or infinitely more likely to get a reply, in your favor even if you’re only going to like a half a percent or 1% chance. And I’m impressed. I think one guy, I did a big blogpost, I don’t know, on a different website. But he reached out to just tons of people, and say, “Hey, do you want to talk about consulting over coffee?” And he had a very detailed notebook about who to reach out to and what the results were. I was like, “Whoa! Tell me, how often do people say yes?”

And he had computed, because he reached to like more than a hundred people, it was like 28% of folks said yes to a total stranger to like chat with him about career stuff. And that was mind-blowing to me. Like, on average, if you ask four strangers, you’d expect one of them to say yes. That’s pretty cool.

Craig Dowden
It is. And I think, again, a wonderful piece of reflection for us around, “Okay, how much do I get in my own way of advancing the goals that are most important to me? So, if I’m okay with receiving a no, then that’s okay. Then I think that’s wonderful, and so why not, right?” And so, I would rather, I feel it’s important that we remind ourselves that it’s better for us to put it out there and then be told no, rather than not do it, and then you get zero percent, as you said, and 28% of people like to help. That’s the other really interesting thing.

When you ask people, “Do you like helping other people?” Most people say, “Yeah, it feels good and I try to do that as much as possible.” Yet, we can be really reluctant to ask other people just, again, to talk about consulting, or to talk about how to be an effective leader, or to build a great podcast, and then we’re eliminating particular potential resources for us to learn from and grow relationships with and thrive.

One quote that did come to mind, to be able to circle back to your question, I remember interviewing Jim Whitehurst, the CEO of Red Hat, and so they just finished, I think, the largest acquisition ever, multibillion dollars. And he talked about, during his time, he said, “People have an amazing capacity for forgiveness if you give them the opportunity to do so.” And I thought that was very powerful as well.

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

Craig Dowden
Oh, that’s so challenging. Every piece of research, to me, there’s just golden nuggets. I love the one which showed that empathy is the third strongest predictor of executive excellence. So, that was done by the Management Research Group. So, the third strongest predictor of executive excellence out of 22. And then it was the strongest predictor of ethical leadership out of the 22. And the top two were strategy and communication.

And so, I think what’s really fascinating about their research is not only is empathy the third strongest predictor of executive excellence, you can make a pretty compelling argument as to empathy informs our ability to think strategically as well as communicate effectively. So, I feel like the fact that empathy is either directly or indirectly related to what I call the holy trinity of executive excellence. I think that’s really, really powerful and, especially, considering how empathy is going down.

Our levels of empathy are reducing on a pretty substantial rate, and it’s been identified as a key competitive advantage for organizations and executives, so it’s this really powerful piece of research which I love to cite and talk about.

Pete Mockaitis
Wow! Do you recall the author, journal, article?

Craig Dowden
So, it was out of the Management Research Group, so they’re in the northeastern U.S., and they had a whitepaper attached to it. So, they sent me some of their individual data as well. So, they have whitepapers on their website. It was over a half a million people contributed to that. I referenced a study in one of the articles I wrote for the Financial Post. So, they have one internal whitepaper, so they have hundreds of thousands of 360 feedbacks of paper on, and that was a really compelling study that they put together.

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

Craig Dowden
Wow! So tough. Anything by Dan Pink, Adam Grant, Marshall Goldsmith, I think is exceptional. One book that I love to refer because it’s relatively unknown is by William Ury who wrote “Getting To Yes.” So, a lot of people know that book. My favorite of the trilogy that he wrote was called “The Power of a Positive No.” And I just found the concept so really compelling in terms of its application and execution.

So, essentially, what his argument is, and he does a lot of the toughest international negotiations and crisis situations, and he talks about how people are generally awful at saying no. And because we’re so afraid of hurting someone else, and so either we do one of two things. We either avoid the other person, or ghost them altogether, or we just say yes to things we’re not prepared to do.

So, in his book, he provides this really awesome methodology to be able to deliver a positive no which basically goes, “Yes. No. Yes. Question mark.” So, essentially, “Hey, Pete, I appreciate that that’s really important to you. The timeline for me is not going to work because of these competing commitments. How about we do X?” So, it’s, affirm the other person, affirm my own position, and then propose a solution with a question mark, say, “Hey, I’m prepared to collaborate,” and it’s just absolutely golden.

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

Craig Dowden
Tool? I love StrengthsFinder. I find doing a StrengthsFinder is really powerful and I love having access, I subscribe to HBR, so I love, I have to say, I really enjoy getting the articles, blogposts that come through there.

Pete Mockaitis
And a favorite habit?

Craig Dowden
Wow, a favorite habit. I would say there’s a great book called “The ONE Thing” that was written by Keller Williams, the real estate…

Pete Mockaitis
Oh, yeah.

Craig Dowden
And it’s amazing. And so, I strive to, each day, say, “What’s that one thing that if I do it will move the needle more than anything else?” And so, really be focused on the one thing, making sure by the end of each day, I have done my one thing.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks that they say, “Yes, Craig, that’s brilliant”?

Craig Dowden
I think the power of the positive no is really powerful. I think, really, the importance of letting go. So, the power of “I know.” So, when I have discussions with people and they have a conflict with someone, again, personally or professionally, I’ll say, “Okay. Well, have you talked to Pete about this?” “No.” “Well, how come? Like, what was…?” And then they’ll say, “Well, I know how he’s going to respond.” And I’ll say, “Okay. Well, how do you know that?” They’ll say, “Well, I just know, okay?”

And I’ll say, “Okay. Well, have you tried to approach him about this topic and then he shut you down or a similar topic and he reacted this way?” “No.” “Have you ever been in a social setting where you’ve observed him react in that way?” “No.” “Have you heard third hand, like around the watercooler that he’s done this?” “No.” And then it’s, “Hey, you know what, are you sure that he’s going to…how do you know this?” And I think that’s really powerful in terms of challenging our own insights.

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

Craig Dowden
CraigDowden.com is the best way, and also @craigdowden on Twitter, and you can use my name on LinkedIn.

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

Craig Dowden
Well, I would say to think about the impact that you want to have on the world and each day, both in any organization or community that you serve, and be mindful of what your core values are. And at the end of every day, sit back and see the degree to which you’re living your core values. And a lot of my coaching clients, I do it as well, do a quick five-minute take on, “Hey, did I do today what I set out to do? Am I living my values every day?” And a lot of research shows the better we are at accomplishing that, the more effective we are and the more likely we are to achieve our goals.

Pete Mockaitis
And happier, too, I imagine.

Craig Dowden
And much happier, yeah, exactly. An added bonus.

Pete Mockaitis
Certainly. Well, Craig, this has been fun. Thank you and good luck in all your adventures.

Craig Dowden
Thanks. Well, I look forward to going back to our performance review and staying in touch. So, I’ll commit to that.

462: Increasing Your Self-Awareness to Improve Your Leadership with Pamela McLean

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Pam McLean says: "Our presence is an intervention."

Pamela McLean reveals how your inner landscape helps and hinders your leadership capabilities.

You’ll Learn:

  1. The most common obstacle to developing your leadership potential
  2. How to address self-limiting beliefs
  3. The most critical internal areas to develop

About Pamela 

Pamela McLean is the CEO and cofounder of the Hudson Institute of Coaching, which provides consulting to organizations worldwide. Working in the arenas of clinical and organizational psychology, and leadership coaching and development, Pam has worked with hundreds of organizational leaders and seasoned professionals inside organizations and in solo practice to deepen and strengthen their coaching skills. Pam is the author and co-author of several books, articles and whitepapers focused on coaching, human development and transformational learning. Her titles include: The Completely Revised Handbook of Coaching and LifeForward, Charting the Journey Ahead.

Resources mentioned in the show:

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Pamela McLean Interview Transcript

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

Pam McLean
So happy to be with you.

Pete Mockaitis
Well, I’m excited to dig into your wisdom. And I, first, want to hear a little bit about your fondness for birdwatching.

Pam McLean
That’s great. Well, I’ve been a birdwatcher for a long time and it is interesting that there are a lot of birdwatchers in the world. It turns out, I grew up on the prairie right on the border of Manitoba up in the corner of North Dakota, Minnesota, and when one grows up on a farm on a prairie, the appreciation for wildlife is accentuated. And I’ve just carried that through all of my life.

Pete Mockaitis
Oh, cool. And so, can you identify the birds then readily, “That’s a yellowtail, blue belly…”?

Pam McLean
There’s always room for improvement, but I do have a repertoire that I can identify, yes.

Pete Mockaitis
That’s good. Well, birdwatching, it seems like a relaxing hobby as opposed to, I don’t know, bungee jumping.

Pam McLean
Much more relaxing and it’s everywhere. You don’t have to go find a bungee jump. There are birds everywhere so it’s a wonderful thing.

Pete Mockaitis
Well, so I’m intrigued. So, you’ve also done a lot of human watching and observing and coaching and training of coaches. Boy, there are so many things I want to dig into but I’m just going to start to dig and ask. Coaches really have a privileged way of a view, I’d say, of the human condition and how we really operate deep down. So, I’d love to know what have you found is the most surprising, or striking, or reliable insight into how we humans tick that you’ve discovered from all your decades of coaching and coach training?

Pam McLean
Great question. Definitely a broad one. There are several things that come to my mind. One is in the world of coaching, especially leadership coaching, which is really what I have spent the last 30 years in here at Hudson, one theme is that almost all leaders want to do their best work. They want to be at their best. So, that’s quite something to work with people who are willing to continue to grow and develop. That is, I think, one of the unique features of leadership coaching.

Another one that is interesting, Pete, and I spent my first half of my career as a clinical psychologist and then now as a leadership coach, or running a leadership coaching organization. One of the other things that I see as a theme is that change is hard for all of us. That to make a change, even what might seem like a small change, takes a lot of conscious effort, and that is part of what makes coaching valuable, to have someone walking alongside you and helping to look at how you can build some practices and continue to make some shifts that are really going to matter for you.
But it strikes me,

Pete Mockaitis
You know, I’m reminded of the oddest things sometimes in the podcast interviews, and now I’m thinking about an old Dane Cook, a comedian, joke about someone in the bad romantic relationship, and her friends are saying, “You should just get out. You should just get out of there. You just get out. Just go.” And she’s like, “Well, it’s not that simple, Karen. My CDs are in his truck.” And I just think there’s so much truth to that. Like, “Yeah, there’s a few changes that have to happen, and that’s hard to do.”

Pam McLean
Yeah, that’s right.

Pete Mockaitis
And so, yet I find that reassuring. So, my last person I interviewed was a Navy Seal, and so he’s sort of speaking likewise about how, yeah, that’s a scary thing to do, standup comedy for the first time as he was venturing into this or that. And so, it’s reassuring that even sort of like the toughest and most elite among us also struggle with doing change. And I guess I might want to get your take on why do you suppose that is? Is it just habit and comfort just…has a pull on us?

Pam McLean
Well, yeah, I think that’s right, that it does have a pull on us, and we know from the neuroscience as well that we build these, we could almost think of them as like grooves in our brain that we’re on autopilot when we’re in habit. And so, if I’m going to shift my way of being, here’s a kind of common one that might come up in coaching. I’m just thinking of those.

You know, as an early manager, here’s one that can be common, that someone goes, “Oh, gosh, I don’t really want to get my person feedback because it makes me kind of uncomfortable. I’d like to be liked. I haven’t really done much of it before.” And so, to rewire to see that providing feedback to someone that you’re managing is actually an important part of developing them, and everybody wants to grow. That’s quite different then, the mindset that, “I might make them feel badly,” or, “That would be uncomfortable for me to do.”

So, it takes us quite a bit of time to deconstruct what gets in the way, to really look at what the underlying obstacles are, and to pay attention to them. There’s this tendency that we have when we want to change something, and we look at, “What do I need to do? What do I need to do? Just give me the answers. Tell me what to do.” And what we know in coaching is that what we need first is to notice how we are now, “How I’m showing up now, and to really develop a heightened awareness for the habit that I’m

Here’s one that I hear often, is people talk about how often they say yes before even thinking. And we often talk about, in working with coaches and development, that when we learn to say no, we know how to set a boundary and that becomes important for us in our work with others. But it’s not as simple as, “Boy, I say yes all the time, so let me just start saying no.” First, we have to notice, “How many times in a day do I say yes? And what happens? What’s the cost of that? What triggers that?”

Pete Mockaitis
Yeah, well, it really is because, I think, it’s dead on in terms of, “Okay, what do I need to do?” is a natural question and, particularly for me, one of my top strengths is Activator, it’s like, “Let’s go do it. Make it happen.” And so, but that awareness strikes me as really a potent means of accelerating change because you start to get emotional and visceral and real about it. It’s not like, “Yes, I say yes too much and that’s bad and I should say no more.”

That’s one thing intellectually, as opposed to, “Oh, my gosh, I have taken stock at how this is devastating my life.” And, not to be overdramatic, it really can. It’s like, “I have no time to rest, to do what’s important to me. I’m always serving everybody in every way and urgently and frantically and distractedly with mediocre quality because I haven’t said no enough to prioritize and focus and deliver excellence on those things that really matter there.”

So, I really like that because some might say awareness, they can sort of brush it aside, like, “Yadda, yadda, yadda, those coaches would say that. They can book some more hours and they drudge up your past and the awareness.” But, really, I see it as a bridge to getting that emotional stuff going.

Pam McLean
Well, you make such great point because we can’t think ourselves through change and we have to have the head and heart connected to make those connections, so we have to be in the moment with ourselves, paying attention to ourselves, noticing what triggers us, so you’re spot on there, absolutely.

Pete Mockaitis
Well, I really want to dig in. So, in your book Self as Coach, Self as Leader, you sort of lay out six key dimensions to think through with regard to yourself and how that shows up as a leader and enriches folks. So, I’d love it if maybe you could talk us through a little bit of each of the dimensions, like what is it, why is it important, and how do we get better at that?

Pam McLean
Yeah, happy to. And I might start by giving it a little bit of context to say that, in the life of a leader or a coach, we know we have skill-based competencies that are must-haves. It’s kind of like our IQ is the cost of admission, that’s just a must-have. But often, most often,  And I use this phrase, “Our use of  We do many things at Hudson, working inside organizations, providing coaching services, and we also have a yearlong program where leaders come and go through this process of developing coaching skills.

Often, leaders will say, “Oh, I just want the tools. I just want the tools and I think I’ll be good.” And we go, “Oh, here’s the deal. ” So, our ability to use our self…

Pete Mockaitis
How dare you?

Pam McLean
Right.

Pete Mockaitis
You want to be a tool?

Pam McLean
It requires that we cultivate our internal landscape. And some of us are more inclined to do this, some fields of study bring us into this territory more than others, but it is in that cultivation of our internal landscape, whether we’re a coach or a leader, that really allows us to show up in a way that maximizes our ability to work with others, to inspire others, to lead others, to develop others.

So, one of the things I start with in the book is I talk a bit about this notion that, well, in coaching our work is not the same as in psychology or psychotherapy where we might naturally go back and take a look at the family of origin and do some deconstruction and some reconstructing. And, yet, what is true is that all of us human beings have some kind of a family of origin, and that who we are is so significantly impacted by our early years.

And so, it’s helpful for us, as leaders and coaches, to understand what has shaped us into our adult years. And that, of course, parallels some of what we do, certainly what we do as a coach when we’re working with someone. If you just imagine that some people might call our ways being, we have self-limiting beliefs. You hear this, right? And others might say that we have narratives that we live in. Or I often talk about stories that we have. And I talk in the book about how a story that I have, that is a lifelong story, I grew up on a cattle ranch in a very rural area. There was a lot of positive strokes for being strong and absolutely, extra credit, for never asking for help.

And so, that was a story. It worked so well as I was growing up. And that’s how we develop these. We’re smart, resourceful, little people, and we figure out, “What do I need to do? Maybe if I go small, it’ll work better in my family. Or, maybe if I talk a lot, it’ll work better. Or, maybe if I cry.” We figure out what ways of being we need to develop in order to, “Make life work as best it can in my family,” because all families have some level of dysfunction, right?

So, my “be strong and extra credit for not asking for help” was clever when I was growing up, but as a leader of an organization, which is a role I’ve been in for over a couple of decades now, it’s not an effective strategy. And so, it has required me to really be attuned to that old story and to do my work noticing how often that can show up in order that I can expand my capacity, in order that I can see the value of asking for input, asking for help, and I can see the cost of going it alone.

And so, that is a starting point for the  And in those six dimensions that I write about, they are really lenses into our internal landscape. We’ve talked for a long time, in the earlier book I wrote, I talked about this notion of self as coach, but I really dig into it in this book. And so, these are dimensions of self. It’s more than EQ. EQ is about knowing our emotions, managing our emotions. But these are dimensions that include our presence.

I have this colleague that says this wonderful phrase, “Our presence is an intervention.” Now, imagine that as a leader or as a coach. The very way I show up in the first moments with you is an intervention. And so, to hone my presence, for most of us, and certainly in the world we’re living in today, requires a lot of practice. And it’s not just closing the screen, putting your cellphone away, it’s paying attention to the chatter that’s in my head, the biases or the assumptions that I might bring with me into a particular conversation as a leader or as a coach.

And so, it has many layers to it and it requires for us practices that allow us to strengthen our presence. And it’s not surprising that neuroscience has taught us that mindfulness practice helps us tune in to the internal chatter, helps us learn how to settle and to be in the moment, and to be  And I don’t know, Pete, if you have a mindfulness practice, but every time I’m with a group of people, and I ask, “How many of you have a mindfulness practice?”

First of all, the number of people in any number of settings has grown so much over the past several years. Then, when you ask the next question, “How has that changed you?” It’s quite compelling to listen to people talk about how a practice that might only take 5 or 10 minutes a day, you don’t have to sit on a pillow, you don’t have to have your meditation room, or a candle burning. You can do it at your desk with the door closed. You can do it as you walk if you’re able to do that. That it changes our attention to self and our ability to be there more fully for another. So, that’s one area, is

Pete Mockaitis
Well, that’s great. Thank you. And with the mindfulness practice, I mean, there’s many such practices. But if you were to make a recommendation for folks who have none, by the way, what percentages are you seeing these days? What proportion of folks are you saying that have a mindfulness practice?

Pam McLean
So, I may be working with many people who are quite invested in their own development. So, when I say 40%, that’s probably higher than the average, but I’m always impressed by how many people are taking this on. And there are some really great apps on the phone that are helpful for those who want to just dip into it. And I don’t have my phone sitting right here or I would tell you a couple. I think one is Calm, but there are three or four that are quite well known, quite effective. Some of them cost absolutely nothing. Insight is the one that I think I like, but they are a great support.

Pete Mockaitis
Okay, cool. So, that’s the presence side of things, just how you show up can impact folks, be an intervention, whether you’re frenetic and frenzied or calm and listening and that sort of thing. So, let’s shift over from presence to empathy now.

Pam McLean
Yeah, so empathy is such an important one, and in coaching it’s our glue. In the field of psychology, you often hear about the term, “a working alliance.” We have to have this connection with the person that we’re working with in order for anything to happen, for conversations that matter to unfold. It provides that safety, it provides that sense of being seen, and it is bedrock in our work.

And what I talk about in the book is that we could imagine there’s a continuum. And on the one end of the continuum, I am almost disconnected from the human being in front of me. I don’t see, when you’re having a difficult moment, or maybe tearing up, or getting frustrated, I just don’t clock that, I don’t connect in that way. The far end, the other end of the continuum, when you feel badly, I feel badly. When you’re upset, I’m upset.

And so, this empathy requires a calibration because neither end of that continuum allows us to be at our best with another. But I use this phrase, “The ability to walk in someone’s shoes without wearing them.” So, the ability to imagine what this experience is like for you without taking it on, without taking it home, and at the end of the day continuing to think about it, worry about it, wonder about it.

And so, to take another’s perspective, to walk in their shoes without lacing them up and staying there, that is where we want to be, calibrating our  And it’s so interesting for people to explore this, and to notice where they might be, and where the recalibration might be. And there’s, for some, a natural inclination to want to take care of others.

I, sometimes, say it’s like handing someone the box of Kleenex, and you start to feel badly, or you’re upset. And if I hand you, metaphorically, a box of Kleenex, I really am now drawn into your story, and you’re not able to fully share all that you might want to share.

Pete Mockaitis
You say the handing of the box of Kleenex, is it like a distancing?

Pam McLean
Yeah.

Pete Mockaitis
Like, “You take care of yourself now. Tidy up.”

Pam McLean
“That’s enough. That’s enough. That’s enough,” right? “Now, get yourself together,” or, “Everything is going to be okay.” We’ve all been in those situations where we’re going through something that’s hard, and even good friends will say, “You know, you’re really strong. You’re going to be fine. Oh, I know that you’re going to get through this.” And it’s a conversation stopper because that’s not where I am at that time.

And so, having that ability to stay with, to connect with, and be with someone wherever they are, in many ways, is a bit of an art for us and certainly requires that presence, that mindfulness to maximize

Pete Mockaitis
Well, that’s really helpful there in terms of don’t say, “Everything’s okay. You’re going to be super strong,” or hand them a box of Kleenex in terms of sort of shutting it down. But do kind of imagine what it’s like to experience that and to be there but without taking it home or to own those shoes. So, I get what we’re going for here in terms of, okay, avoid those extremes, utterly disconnected, and complete unity of feeling. But how do you recommend one adjusts? Like, if we need to notch it up because we’re heavily disconnected, or we need to notch it down because we’re crying and wrecked for the rest of the day because we’ve had such a conversation with someone, how do we do that?

Pam McLean
Well, I think we need input from others. So, getting feedback and perspectives from others is always helpful. But there’s a very interesting bit of work that is useful in empathy, and that is the notion that when we are able to take good care of ourselves, it increases our ability to be empathic. And it makes sense when you think about it.

So, as I’m more mindful of my, and connected to myself, able to pay attention to what my needs are, it seems to impact our empathic

Pete Mockaitis
Yes, that makes sense both in terms of, okay, you’re exercising empathy to yourself and to another, as well as just the actual results of your self-care.

Pam McLean
Right.

Pete Mockaitis
One of my favorite studies is about the seminarians who were learning about the good Samaritan bible story, and then they placed a Confederate person who was coughing and in need of help. The seminarists didn’t too well with regard to helping out this person like you might hope even though that’s going to be their jobs.

And the main variable they’re testing was those who were told they were behind schedule had to rush and hurry up and get their assignment turned in, helped far less than those who were in a calmer place and felt less stressed, and more resourced to help out when someone was in need. And so, I think that’s sort of a double whammy with regard to that self-care.

Pam McLean
Yeah, and it’s a great comment because you’re really connecting presence and empathy in that story. I often say there are 5 minutes and there are 5 minutes. It’s just a matter of the way that we show up and get present and connected, right?

Pete Mockaitis
Oh, that’s so good. Those who are reading the transcripts are not going to capture the power of what you just said, but it’s hitting home for me. Thank you.

Pam McLean
Yeah.

Pete Mockaitis
Well, awesome. So, we talked about presence and empathy. How about range of feelings?

Pam McLean
Yes, range of feelings is an interesting one that connects back to how our early years were. And this notion that most of us—here’s a story I tell in the book about, I have a colleague whose early years, she’s Italian, her parents were immigrants, they came to this country, opened a café in an urban area, an Italian restaurant, and a large family, a lot of yelling and screaming and getting angry and getting happy. And these emotions just came and went, and it was all part of the general course of any day.

And I grew up in a northern European family. My grandparents came from Scotland. They were pretty buttoned down, never too happy, never too angry. And so, these ways of being, the way that we grow up impacts our repertoire of feelings and the way that we judge some feelings.

I like to say . And, as a coach, and as a leader perhaps as well, in order to work with a broad range of people, we need to be at ease with a broad range of feelings. If I am uncomfortable with anger, and I am working with a client who’s angry, I will not give much space for that to show up or I’ll be very uncomfortable when it

Pete Mockaitis
Right.

Pam McLean
And the same can be said for tears, or whatever it might be. So, the work of a coach is so different than the work of a dentist or an accountant. We have to have this work invested in expanding our repertoire so that we can work with as many different sorts of people as possible.

Pete Mockaitis
That totally makes sense. And I guess I’m just thinking about all kinds of situations where usually I’m visualizing, stereotypically, I guess, a man who’s strong and quiet, and then they encounter crying, it’s like, “There’s no crying in baseball.” Or, it’s sort of like there’s no internal comfort with the feeling and, thusly, when an outside person is emoting in that, it’s just uneasy, like, “Uggghh, I want to get out of here immediately.” So, yeah, how do you work on that?

Pam McLean
One thing I think is helpful is, again, back to self-awareness, is to do some monitoring around what my go-to feelings are, those ones I’m naturally at ease with and those that are on my no-go list that I just don’t like to go to. I think, first, building awareness of what my range of feelings is and where I might extend myself, and then finding those safe, small, little steps to step into that territory is at least a good

Pete Mockaitis
Well, now, I’d love to get your quick take on the menu of feelings so that we might do a little bit of a checklist inventory there. I’m thinking about the movie Inside Out now. But how would you lay out the array of feelings to see how our repertoire is?

Pam McLean
Yes, so here’s a general way. I think of it as, again, a continuum where perhaps at the lowest level of feelings, or near that edge, I might be working in that sphere of, you know how people used to talk about mad, sad, glad? And as we go along that continuum, I’m really able to build a repertoire that’s much broader than that. And, more importantly, I’m able to understand and experience the reality that I can have two almost diametrically opposed feelings simultaneously, that it is possible for me to feel deep grief and joy at the same time. We’re able to do this.

And, as well, as I build my repertoire, I’m able to see and experience the reality that there are different levels of intensity of any one feeling. So, when someone says, “I’m angry,” that will mean something for you that might be different then for me. So, we have to know, “What does that mean? On a scale of 1 to 5, how strong is that anger, or that sadness, or whatever it might be?”

So, I think that in the world of coaching, and certainly in leadership as well, for us to have a depth of understanding about the range of feelings, the intensity of feelings, the possibility that feelings that seem contradictory can actually be overlapping and simultaneously experienced, that ability to really have a rich collection of accessible feelings

Pete Mockaitis
Certainly. Well, just for kicks, could you name a few?

Pam McLean
Well, I think that on the list of feelings that we feel comfortable with, it’s all of the – I’m speaking cultural-specific perhaps here – it’s happy, it’s joyful, gleeful, all of those kinds of things. And that feelings that’s so often we don’t like to go to are the anger, the rage, the grief, and the ones in between, are the frustration, annoyance, right? The vocabulary is expansive in this area.

I think what is most helpful for us, if we want to take this on, is to pay attention to, “What my repertoire is, what my go-to feelings are in my day and day out life.” And that helps us see, “Where might I expand? Where might I grow more

Pete Mockaitis
Okay. Thank you. And so, thinking about the fourth area there, the boundaries and systems, how should we think about that?

Pam McLean
Perhaps I’ll just talk a little about systems, and we can have some fun with that. The notion that in the work of coaching and leading, to have a sense of our boundaries, how permeable our boundaries are, what happens when they’re too tight or when they’re too porous? I have a wonderful friend, Pat Adson, who talks about this metaphor that goes like this. Imagine that we both have a garden, and your garden has a fence around it and a gate, as does mine. Yours has weeds, flowers, vegetables, as does mine. And that I look at your garden, without asking permission, I walk in your garden and I start doing your weeding for you. I have now lost my boundary, and I’m lost in your story.

So, imagine as a coach, you come to me and say, “Oh, my gosh, I’m just up against the wall. I just found out that my whole department is being eliminated. I don’t even have enough money for rent for next month. What am I going to do?” And I go, “Oh, let me just think about this. I think I know someone who can do…” I’m doing your weeding for you as opposed to being able to step back and go, “So, let’s just stop for a minute and see what’s most important in this,” and be able to see this experience through the other’s eyes, and help them see it, as opposed to getting in and rescuing or colluding, or whatever we might do when we walk in someone else’s garden without permission.

And this area is very subtle for a coach. For a leader, I think it so often comes in the form of hearing about a situation and, instead of stepping back and asking some questions and thinking alongside someone, you move into telling someone what to do, just giving them your answer, and without any regard for what’s unique about this for them. So, this notion of boundaries turns out to be really critical in our ability to help someone do their own growing as opposed to wanting to do it for

Pete Mockaitis
So, many of these boundaries are just for your own behavior.

Pam McLean
They are. They are. Absolutely. Absolutely.

Pete Mockaitis
As opposed to, “I’m not going to allow you to cross this boundary.” It’s like, “I’m not going to cross this boundary.”

Pam McLean
Yes. Yes, that’s right. Yeah, that’s right. You know, I was talking to someone the other day in the field of drug and alcohol, and we were having this great conversation about it. It’s so glaring in this that so often what becomes the biggest hurdle is in the family system, that collusion, that continually rescuing someone. And if someone can hold from a boundary and resist doing that, it allows the other to take the steps that are either going to lead to growth, or maybe take them to where they need to go, before they decide that they’re ready to make a

So, yeah, it’s powerful territory for us. And some of us are more inclined than others to want to help, to want to rescue. Some of us are very uncomfortable when we see someone suffering, and in order to manage ourselves, or to help ourselves feel better, we run in with our cape, and rescue instead of stepping back and helping someone see themselves.

Pete Mockaitis
And so, in that alcohol context, what are some of the behaviors of family members that are counterproductive even though they think they’re helping out?

Pam McLean
Well, I suppose it can take many, many forms. Coming to the rescue, often I think coming to the rescue with a financial aid, or any number of things, that simply facilitate through that kind of collusion, no

Pete Mockaitis
Right. So, you sort of prevent the feeling of consequences, ramifications, rock bottom, unpleasantness that can be the force for change.

Pam McLean
Yeah. And so, we could go all the way back to that story I told earlier about the early manager who has a hard time giving feedback, that because their boundary is not yet developed, and they’re worried they’re going to hurt their feelings, or something. So, when one’s boundaries gets stronger, we have the ability to stay in our own garden and help someone observe themselves, or share observations, or offer feedback knowing that this is a part of how we help people

Pete Mockaitis
Understood. Then how about embodiment?

Pam McLean
Yes, so this wonderful woman, Wendy Palmer, who wrote a book called Leadership Embodiment, and she says, “The way we sit and stand changes the way we think and feel.” And I love that. The notion that, back to our earlier stories, that if living in my family was smartest for me to play it small, and I bring this all the way into my adult years, and I want to have, people often talking leadership development, about executive presence, and yet my chest is a little caved in, and I’m just not showing up as fully there, and strong, and standing tall, and taking up all of my space. They are embodiment, our ability to embody that which we are as coach or leader is a powerful source of strength for us and a way to center ourselves.

We’re not living, although many of us try from the neck up, right, we have an entire body. And so, to be able to fully experience our body, to pay attention to the somatic triggers that show up, that help inform what might happen next, and to center ourselves fully in the moment. It helps us in every way that we’ve just talked about, it helps us be more present, it helps us connect with the other, it helps us tune into our own feelings, and it helps us hold boundaries that are going to be more helpful in our

Pete Mockaitis
And I’d love it if maybe you could lay out, again, a couple menu options, if you will, in terms of, boy, embodiment A, B, C, D each create dramatically different yet helpful emotional states from which to operate.

Pam McLean
Yes, and I think that one can have a lot of fun experimenting in this area, so certainly even some of the martial arts can be a great way to explore your body and to learn how to live in your body from the head down to your feet, or yoga might, or a regular even a breathing exercise that we engage in. Three deep breaths that go all the way down to the belly, and that you slowly exhale is a way to get closer to what’s happening with all of us, and to get out of that tendency to be in our head. So, the wonderful thing is that our body is always here, right? And so, to be able to really center ourselves fully is at our disposal every

Pete Mockaitis
That’s great. Well, courage, we’ve talked with a few guests recently about courage, but I want to go six for six. What do you have to say about courage?

Pam McLean
Well, I think that in the work of a coach or a leader, courage is one of the big differentiators and it connects to, in many ways, it’s the culmination of everything we’ve talked about. So, in coaching, it might be the courage to share an observation that is a little bit uncomfortable but that you know the other cannot see. In leadership, it’s certainly back to that early manager and all the way to a senior leader, the ability to share feedback, to share observations that are going to help somebody grow.

So often we live in a world that shrinks away from being courageous. And people often say, “Well, how do I build my courage?” And I think we look at what are small acts of courage that we can engage in in our everyday life. Pick two or three and build a practice around  The people that come to leaders, who come to coaches, come to coaches because there’s something that they know is not working as well as they wanted to, or there’s something that is important for them to shift that they haven’t been able to do on their own.

And the reality for all of us is we can only see, we only have this, the view of ourselves is a limited one. And in our work with another, what a coach can bring to that work is that which I can see. And when I am willing to share that, then something of meaning happens in this relationship. So, if, for example, I’m coaching someone who wants to be recognized, who feels that every time they sit down at a senior team meeting, they’re not taken seriously as they want to be taken, or they’re not listened to, or that when it’s their idea, nobody says anything, but when somebody else does, they’re, “Oh, fantastic

And what you notice in the coaching, in the dynamics of the relationship is that this person is, at every turn and every conversation, highly deferential, “Well, I’m not sure this might be…” And so, for the coach to be able to say, “Oh, I want to stop for a minute and share an observation. What I notice is how often blah, blah, blah,” right? And so, that takes some courage for us. And that is one of the ways, as coaches, that we can really provide value for that leader.

Pete Mockaitis
Well, Pam, this is so much good stuff. I want to make sure that we don’t have an uber long episode in responding to my listener feedback. So, tell me, is there anything else you really think is important for professionals to know about your world of coaching expertise before we shift gears and hear about some of your favorite things?

Pam McLean
No, I think maybe in my final comment might be that what we’re really talking about here are kind of meta skills that have an enormous impact on how we are able to effectively show up in our roles as a leader or coach, and there is no destination. This is a journey. We’re always in development.

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

Pam McLean
Well, here’s one. I have a colleague in the U.K., Edna Murdoch, who has a quote, she says, “Who you are is how you coach.” And that just speaks so much, gets to the heart of this work on self as coach. Who we are is how we coach, it’s how we lead, it’s how we show up. And so, we need to know who we are.

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

Pam McLean
Well, so many different areas. I think that in the world we’re living in today, the work that’s happening in neuroscience is particularly relevant for us to understand that the science of the brain, the science of the body, is more important than ever. And so, I definitely dip into that regularly.

Pete Mockaitis
And how about a favorite book?

Pam McLean
A couple that I’m crazy about recently, there’s a book Tasha Eurich wrote, INSIGHT—

Pete Mockaitis
Oh, yeah, we had her on the show.

Pam McLean
It’s fantastic. I think she just hits it on the nail that we have to have this input from others to see all of our self. Another one—who would be great on your show—is James Hollis who wrote his most recent book Living an Examined Life. Fantastic, a short read,

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

Pam McLean
Oh, my goodness. I don’t know that I have a favorite that comes to mind, but I am pretty disciplined, and anything that holds me accountable is helpful in the area of tools.

Pete Mockaitis
And what does hold you accountable?

Pam McLean
I have a practice, at the beginning of each week, and I do a sort of an uber practice at the beginning of each month, to really spend time getting focused on what is most important, high level, and kind of medium level, and then in the weeds. And I stay attuned to that as I go through my week to make sure that I accomplish what’s most important.

Pete Mockaitis
And how about a favorite habit?

Pam McLean
My favorite habit these days is I’m a very early riser. Of course, the sun is coming out earlier this time of the year. I love to go for a walk. I live at the kind of peak of a canyon, and so I go up to the very top and get to look out on the Pacific Ocean, and walk all the way down. And that’s just a beautiful habit.

Pete Mockaitis
And is there a particular nugget that you share that really seems to connect and resonate with your audiences?

Pam McLean
I mentioned before this nugget that a colleague, Dorothy Siminovich, gave me years ago, and that is that  I do think that people resonate with that, and that it reminds us that the way we show up in the first few seconds is that is how we’re seen by others. So, that one is one of my favorites.
Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Pam McLean
Our website is www.HudsonInstitute.com. There is, as well, when you go to that website, there is a special resource center for Self as Coach, Self as Leader that has videos and worksheets and all sorts of resources.

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

Pam McLean

Pete Mockaitis
All right. Pam, this has been so much fun. Thank you for sharing this and bringing yourself. It’s just been a lot of fun, a lot of enrichment, and I appreciate the time.

Pam McLean
Thank you very much. Bye-bye.

458: How to End Bad Behavior and Renew Your Team Amidst Change with Steve Ritter

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Steve Ritter says: "The recipe for what makes a team effective is no different than the recipe for what makes a relationship effective."

Steve Ritter shares the fundamentals that makes teams healthy through their inevitable changes.

You’ll Learn:

  1. Where teams get stuck most often
  2. How to grow and deepen over time as a team
  3. Why there’s hope for disengaged team members

About Steve 

Steve Ritter is the Founder and CEO of the Center for Team Excellence. He is on the faculty of the Center for Professional Excellence at Elmhurst College where he earned the President’s Award for Excellence in Teaching. He is the acclaimed author of the 2009 Amazon Top 50 Business Book: Team Clock: A Guide to Breakthrough Teams and the 2019 release: The 4 Stages of a Team: How Teams Thrive…and What to do When They Don’t.

Resources Mentioned in this Show:

 

Thank you to our sponsor:

Steve Ritter Interview Transcript

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

Steve Ritter
Pete, I am thrilled to be welcomed back. It has been how many years since we talked the first time on Episode 36, I believe.

Pete Mockaitis
Yeah, that was, well, almost three because you were one of the first as someone I know.

Steve Ritter
Yeah, so a lot has changed and a lot of things haven’t changed since then.

Pete Mockaitis
I hear you. Well, yeah, and we’re going to talk about both of those things. But, first, I want to get updated. So, you do a lot of fun garage band rocking with your crew. What’s the latest there?

Steve Ritter
Well, so technically speaking the music hub is a basement not a garage. And I just realized in thinking about this that we’ve actually performed 1% of the time. This group of guys got together for the first time in 1985, so I think we’re in year 34, and we get together once a month, and we mostly just improvise with pizza and cold beverages.

And, in that time, we’ve had four gigs. So, when we have a gig coming up, we get to work and make sure it’s as tight as possible, but that’s not our natural state of being. Our natural state of being is to improvise and have fun and see where it goes.

Pete Mockaitis
Well, you’ve been improvising and having fun and seeing where things go – – but committed to it with your work in teams. And so, you just recently released another book “The Four Stages of a Team,” and your previous book “Team Clock” we talked about way back when. So, can you orient us, for those who are not as familiar with the first one, sort of what is your team philosophy, framework, and what’s new?

Steve Ritter
Well, so “The 4 Stages of a Team” was the book that followed the why and the model. So, “Team Clock: A Guide to Breakthrough Teams” is now a 10-year old book, and that followed about 30 years of discovery of a method for what makes teams effective and how teams sustain and thrive through change after change after change.

We’ve been doing the work for about 30 years but had not trademarked the methodology and hadn’t published the book. And so, we had a lot of knowledge but we felt like we had to get the why out there. So, a decade later, and approximately 300 team engagements later, there was a lot of clinical evidence about that it works and why it works and how it works.

And so, to the why and the model of Team Clock came the how of “The 4 Stages of a Team.” The subtitle of the book is “How teams thrive…and what to do when they don’t.” So, in a nutshell, the model was designed after an analog clock where each number around the clock, from 1:00 o’clock back to 12:00, represents a stage of the team’s development.

And the notion of using a clock was because teams operate in cyclical ways, not in straight line trajectories. The inspiration for the model, back around 1980, came in a graduate school class after learning about Bruce Tuckman’s 1965 team model of forming, storming, norming, and performing, which makes a lot of sense at face value when you look at teams who come together, and they form, and then they have some conflict, and they storm, and then they establish some ground rules, also their norms, that enables them to perform. And then, congratulations, now you have a team.

But when I looked at that, I realized that none of the teams in my life and none of the relationships in my life went from beginning to middle and then called it done or over. All the teams that I saw, operated in cycle after cycle after cycle after . And so, the clock became a way of saying, “So, what happens in the early phase?” And then once you establish that, what happens next? And if you establish that, where does it go after that? And when you repeat those cycles over and over, how do they grow and deepen over time?

So, the simplest model was that, in the first stage, which is investment, teams are figuring out their norms, teams are getting aligned on their mission and their values, teams are learning how to disagree and how to manage conflict in a professional and constructive way. And that provides an infrastructure and a platform and a foundation to be able to do things that feel much more like teamwork which is trust, and collaboration, and sharing, and those kinds of .

And so, the second stage is trust phase where teams learn to connect, and teams learn to share or respect, and teams learn to be accountable to themselves and to each other. So, now, when you get to that stage of a team, you’ve created a sufficient platform to be able to be really innovative, and to explore, and to experiment, and to discover, and to be creative, and to take advantage of the differences that you have on the team, and to take some smart risks and move .

And that creates change, and that’s the fourth stage, which is we call distancing because when you’re in a state of change, you kind of have to step back, and re-evaluate, and refuel, and kind of recalibrate, and refocus on whatever your new circumstances are, which takes you back to the investment phase, and to kind of resetting your ground rules, and resetting your values and mission, and making sure that everyone is together on .

And so, that’s kind of where this started and where it went was here’s the model. We believe that all relationships and all teams and all organizations, when they’re healthy, operate in these cycles. And, now, we have 300+ case examples over the last decade to help people who are going through challenges in their teams, see how other teams in all walks of life have handled those same kinds of challenges.

Pete Mockaitis
Well, 300, well done. That’s awesome.

Steve Ritter
Thanks.

Pete Mockaitis
I remember it back in my day before the book was written and, yeah, so that’s fun to see it evolve over the trajectory here. Well, so then let’s dig in a little bit into that subtitle “How teams thrive…and what to do when they don’t.” How do teams thrive? Like, what are the fundamental ingredients so that they go in a cycle, okay? So, I imagine there are a couple make or break things that could happen at each phase in this cycle that really matter.

Steve Ritter
Absolutely. So, you think about the investment phase and the team, people are either baking in healthy norms and they’re baking in unhealthy norms. They’re either moving forward with clarity around their values and their mission, and their vision, or they’re moving forward without that clarity, or they’re building in unhealthy conflicts versus healthy conflicts. When you think about the things that teams are trying to establish as a foundation that will be reliable, it’s just that.

It’s, “How do we treat each other from day to day under normal circumstances? How do we treat each other from day to day under stressful circumstances? Are we all moving in the same direction toward the same goal? Have we created space for differences on the teams? So, we may have the same destination but there may be many paths to that destination. And have we made room for the diversity of all those paths?”

And so, the idea in the investment phase is to get clarity around norms, and mission, and values, and vision, and how conflict should be handled. The place that people get stuck there is that that’s hard work. And, usually, that phase comes after a distancing phase or a change phase when people are really emotionally and physically depleted from managing.

And so, it’s difficult to work on infrastructure and build a foundation when you’re really depleted from going through a change. And, oftentimes, that’s been a change of leadership, or a change of direction, and not everyone is in agreement about whether the new leader is a good leader, or whether the new direction is a new direction. And so, that’s the place that people get stuck .

Interestingly, the place that people get stuck in the trust phase is in one of two ways. One is either that it’s working, and people are being accountable to the mission and the values, and people are feeling connected and respected and accountable, and it’s very . And the place that people get stuck is that, “Why would you want to sacrifice comfort to do something innovative where it’s a little more apprehensive or scary?” And so, people like to get into their comfort zone in the trust phase.

The other place that people get stuck is when that’s broken down in some way, and the team doesn’t have psychological safety to be able to take risks, and trust is a problem on the team. It’s really virtually impossible to move forward because what’s supposed to happen next, after trust builds on a team, is for people to explore and innovate and be creative. And when there’s not psychological safety on the team, it’s really hard to take the risk of .

And then the exploration phase, the innovation phase, has reasons that people get stuck as well because you’re out on a limb and you’re trying something new, and the chances that that might fail are part of the discovery process. And not everyone feels comfortable with being out on a limb, and not everyone feels comfortable with taking a risk, and so not everyone feels comfortable with diversity.
And so, in order for innovation and creativity to really thrive on a team, people have to be comfortable being out on a limb and taking risks and having diversity of ideas and of backgrounds on the team. And then, inevitably, that creates . And the obvious reason that people get stuck during the change phase is that most living things prefer stability, and when things are changing it depletes energy, and it’s hard to imagine a better future when you’re in the middle of a lost or a .

And so, kind of like a night’s sleep or the dormant phase of a tree in winter, sometimes we have to step back and refuel before we can step forward and get back into something that’s different than the way it used to .

Pete Mockaitis
And so, I think a lot of the beauty of this model is that it, especially if you’ve been on a particular team for a while, you can sort of see it, like, “Oh, yeah, this happens. There are cycles. There are phases. And you can’t sort of expect it to be all innovation all the time. We’re banging out new ideas 24/7 for years at a time.” So, that’s pretty handy there. So, then I’d love to get your take then, maybe you could start with an example. Let’s talk about a workplace, and how you saw some things transform from unhealthy to healthy.

Steve Ritter
Your introduction to that question makes me think of a different case example that I had considered sharing with you. Most of the case examples that we see involve teams that are struggling and are trying to get moving again. But you joked that teams just can’t be all innovation all the time. But the case example I’m thinking of, actually, that was their goal. Their goal was to be able to be all innovation all the time.

And the challenge they needed to get past was in order to be able to do that, you have to go through the other stages too. You have to manage the fears around innovation. You have to manage the change that you create. You have to lose people. You have to reinvest. You have to rebuild trust. There’d have to be glitches. You have to get through those .

But they, the team that I’m thinking of, and I didn’t end up using them as a case example in the book, is a team that is so attentive to the wellness of their entity as a team that they never let themselves get stuck. They never let conflict become destructive. They never let disrespect take any footing on the team. They never let fear get in the way of trying something new. And they embrace change as a healthy component of their .

And the result of that is that they are probably the most innovative team that I have been aware of in the history of my career. And they know that. They know they’ve become that. And, as a result, they have become a powerful magnet of recruitment internationally. People come from all over the world to be on this team, and they have become an impressive group of people that retains their talent. Nobody wants to leave this team as .

And the reason that they’re a good story is because they didn’t begin this way. I’ve been involved with this particular team for about six years, and when we began it was very similar to many team stories. This was a medical team in an academic center. And it’s not unusual for a couple things to be true on medical teams in academic centers. One is that the politics of universities-based medical centers are rich with academic politics, and they affect the way people…

Pete Mockaitis
Politics are rich. What a weird word choice. Impressively annoying.

Steve Ritter
Exactly. So, oftentimes, you’ll get a leadership change where the natural response is for the faculty to reject the new leader or to fall into factions in some way. And then you get the same dynamics that you get in any group situation. The Gallup organization has been measuring engagement and disengagement for decades. And so, it’s not unusual to have about 20% of your people unhappy anytime there’s been a change. And, oftentimes, people spend all of their energy acting out that unhappiness and then preventing the team from moving .

So, you got a team that’s trying to pursue excellence, and you got a team that’s trying to be more productive and to grow, and you’ve got a team that wants to be more magnetic in their recruitment, and you got a team that wants to research and discover new ways of doing things, but you’ve got 20% toxic, broken, dysfunctional people who are trying to hold everyone back at the same time.

And so, the idea is to be able to somehow get around the corner from the 6 of the 30 people on the team that seem to want to use up all the team’s energy moving forward. And so, ultimately, we end up in a situation with teams like this that I call stay stuck or move forward. There’s usually a moment of truth in teams like this where the vast majority of people in the room want to move forward, but a vocal minority, with power, wants to stay . And you see this in medical centers, you see this in law firms, you see this on professional sports teams, you see this in public schools, you see it everywhere that the powerful vocal minority oftentimes is enough to keep the majority stuck in some .

So, the stay stuck or move forward moment is the team, as a whole, has to decide whether to empower the bullies, or whether to move forward and invite the bullies, or whoever is bringing the dysfunctional behavior onto the team, you know, how to mitigate that. And, usually, it starts with some clarity around mission and values that everyone on the team can  that, “We want the finest clinical excellence. We want the finest patient experience. Or, we want the highest associate satisfaction scores,” or whatever that happens to be.

And if everyone can agree to those values, and everyone can agree to that mission, then it’s a question of whether people can be accountable to that, and whether people can hold themselves and each other accountable to . So, at that point, you’re giving everyone the equivalent of a striped referee shirt, and you’re empowering people from top to bottom of the organization to blow the whistle, or call, or throw a flag whenever there’s a foul. And a foul would be that we didn’t respect somebody else’s opinion, or the foul could be that we don’t view conflict as a productive and powerful change agent, or the change isn’t being managed .

And so, when people are empowered to call a foul, or to throw a flag, or to blow a whistle, and say, “Hey, that’s not what we all agreed on.” And you do that enough times, the culture starts to shift. And, eventually, people who are in that dysfunctional toxic group either leave or they find a way to get in stride with everybody .

And so, usually, at that point, you’re deciding how to kind of reward and invest in the engaged people, you’re deciding how to coach the under-engaged people into engagement, and you’re deciding how to mitigate the disengaged , whether that’s inviting them into the culture on your terms, or whether that’s excusing them from the organization in some kind of a Human Resources 101 Performance Improvement Plan, or whatever it happens to be.

And it’s surprising how the power of a culture that has shifted in that direction will take on its own momentum and that the right things will happen. Either the Performance Improvement Plans will result in the intended outcome, or people will fold into the culture and negative leaders will become positive .

So, team that I’m thinking of that became the most innovative team I’ve ever seen took on that challenge and spent probably almost two years eradicating the dysfunction. They called it a bullyectomy where they surgically removed the people who were hurting the team. As talented as they might’ve been, as condescending and arrogant as they may have been, and for being the smartest person in the room, if they were hurting the team, they didn’t belong on the team .

And so, after about two years of a successful bullyectomy or two, this team got to the business of defining clinical excellence, and using research and discovery to innovate new things, and becoming a magnet for recruitment for the world’s best . And if you think about the old spinning the plate on the stick thing where the plate wobbles, you got to spin it again to keep it moving, they just keep spinning the plate over and over and over again, and they never let anything dysfunctional or anything toxic to the team take root. They know that it’s going to happen every once in a while, because humans are humans, but they address it proactively, even if that means an uncomfortable .

Pete Mockaitis
And so then, some of those norms that you’re talking about establishing there, that everyone had the right to referee, what might those sound like in practice in terms of particular behaviors?

Steve Ritter
How we treat each other, civility, respect, appreciation of differences, embracing change, those kinds of things, Pete. The common sense things that you would have in your marriage, that I would have in my marriage, the way I would treat my children, the way I would treat my best friend, and the way I treat my spouse are the same ground rules that you want in a team or in an organization, they just apply in a larger scale.

And so, it gets down to the way we treat each other, and the way we talk to each other, and the way that we value the diversity on the team, and the way that we manage conflict and adversity in kind of a poised and resilient . It’s basic things you learn in kindergarten kind of values that somehow get a pass in a workplace but wouldn’t get a pass with a best friend or with a lover, right?

So, one of the things that we have learned is that the recipe for what makes a team effective is no different than the recipe for what makes a relationship , whether that’s a co-worker, or whether that’s a lover, or whether that’s a friend, or whether that’s a teammate on a recreational softball team you’re playing on the weekends.

The scale is different when it comes to trust, for instance. Interpersonal team may be more intimate, but the expectation that people treat each other with kindness, and with civility, and with understanding, and with productive conflict resolution, and poise and resilience and flexibility during periods of adversity and change are common sense. And, really, the refereeing is giving people permission to embrace that and to call themselves and each other out.

If in yours and my relationship, which goes back a few years now, if I treated you in a way that was disrespectful, even if I didn’t realize I was being disrespectful, I would hope that you would bring that to my . I’d hope that you would say, “Steve, when you said X, it caused this in me.” And I should have the maturity to say, “Whoa, I had no idea. I did not intend to hurt you, but I see that I did, and I own that, and that’s not going to happen again, and I’m sorry for what I did.” I should be able to do that in any relationship.

One of the exercises that we do with teams is we ask everyone to think about three relationships in their lives, at least one in the workplace, where there’s an unresolved crucial conversation that ought to happen. And the reason it’s unresolved is because it’s uncomfortable, or because you’re afraid it might make it worse, or whatever it happens to be. And then what is the issue? How do you want to address that issue? And what would be the measurement of the outcome of that being in a better ?

Oftentimes, when we see teams move to healthier cultures, that’s what’s happening behind the scenes, is that people who have been not getting along for a long time, figure out why that is and what they need to do about . I had a manager in a medical team last week say, “I don’t understand why she doesn’t like me anymore. We used to be friends.” Now, that’s a very personal exchange, but that caused her to go back to her and say that directly to her, which was my intervention with her, is, “Have you asked her what happened?”

And so, she went back and said, “What happened between us?” And it ended up being something, in the grand scheme of things, that might’ve been petty, “I found out that you made more money than I did, and I’ve never felt the same about you since,” something like that. But, now, it’s being talked . So, if you take the kind of crucial conversations 101 curriculum and methodology, oftentimes that’s what people need to .

And most human resources departments are equipped with people that have the talent to move people through conflict resolution, to move people through crucial conversations, to move people through change management, innovation technique. It’s really just giving the team permission to be well and to act on the common sense things and make relationships .

Pete Mockaitis
And I guess that’s what I’m wondering when it comes to common sense things. I mean, a lot of the things we’re talking about, you know, poise in the midst of conflict, or respecting conflict as a tool to bring about good things. I guess they’re almost a little bit subject to interpretation. I guess. If someone were to sort of throw a flag, and say, “You’re not doing this.” And they can say, “Yes, I am.” It’s almost a little bit, not to be sort of like childish or elementary, but I can see like, I guess, there’s this tension I’m thinking through with regard to, are you really going to spell it out in terms of like explicit rules, like, “We do not say, ‘That’s a stupid idea here’”? Or do you leave it at a higher level of abstraction, like really respectful in our discourse?

Steve Ritter
Sometimes it is childish and immature, and sometimes you’re calling people out for not playing nice in the sandbox. I had a situation where probably the most highly-educated group of people in the room were listening to their assessment results. And so, when you get assessment results that say there is an undercurrent of disrespect in the workplace, for instance, and that that scores a really high mean and a really high standard deviation statistically, which means people feel really strong about it, and there are some people who it affects more dramatically than others.

And you give that piece of data to the room, and then you say, “You, 12 people, responded to this survey in a strong way saying there’s an undercurrent of disrespect on this team. Or, words and actions that undermine the team are tolerated by a leadership. These are survey questions assessing the team’s wellness that give very clear valid metrics around what’s broken with the .” Then you get the conversations about, “What does that mean?”

So, I’ve had a person raised their hand, and say, “I think that’s me. I think I’m the one that people are talking about. And the truth is I don’t handle stress very well and I don’t know what to do about it because when I’m stressed, I don’t treat people very nicely. And I guess people learn to tolerate that with me. And I don’t want to be that way but I don’t know what to do about it.” And then you get four other people that raise their hand, and say, “I’d be happy to help you with that.” And then that person grows in some .

I had a person once in a public school setting where, after about a year of the majority of the faculty trying to wrest control back from the handful of bullies that were bullying the rest of the faculty, raised her hand and said, “I know that everyone thinks I’m one of the bullies, and everyone thinks that I’m one of the disengaged people. The reality is I was and I don’t want to be that person, and I see where we’re going, and I want to move in that direction. I’m just slow to change. So, if you can bear with me, I’m coming.” And everyone embraced that. Everyone embraced the fact that people are allowed to repair . People are willing to accept folks who are on their own journey to be a better teammate in some way.

So, usually, the data from the assessment, whether you do that formally with the online assessment that gives us the rigorous metrics of what’s going on in every aspect of the team, or whether you do it informally with just asking a couple of simple questions, usually leads to a , “So, why are we seeing this data? Tell me what’s going on with the team that makes this data portray this aspect of the team.” And people will tell you a story, and the story will usually lead to, “What do we need to do to fix this?”

Pete Mockaitis
And it’s really beautiful as you described these conversations, they’re just so open, so real, you might say vulnerable. It’s like, “Yeah, this is what’s really going on with me, y’all.” And it’s beautiful. And I think some of listeners might be like, “Wow, we’re miles away from people being able to disclose at that level.”

Steve Ritter
But that’s what happens. So, if the foundation, our norms and values, and that creates a platform upon which to build trust, and there is psychological safety in the , then those are exactly the kinds of conversations that happen where people will ask for coaching, where people will ask for help with .

You work from the assumption that everyone’s doing their best and most of us perform pretty well when there’s no stress. But under stress, some of us regress and some of us get immature, we’re not always at our best all the time. And so, when you’ve gone through the labor of building an environment of accountability and a culture of accountability that strengthens trust, those are exactly the kinds of conversations that  where people will say, “I would like help with this. I’m not being my best self. I’m holding the team back. I want to be a part of this moving forward. What do I need to do to get there?”

Pete Mockaitis
And for the disengaged bullies and folks who are just not having it, you mentioned some coaching and Performance Improvement Plans. How does that process work?

Steve Ritter
Well, you would be surprised at how many people who are in that category find other places to work on their own. For some people, dysfunctional relationships is their currency in life, and when a culture shifts to a healthier more trusting environment, they’re not getting their needs met because their needs are met by making other people feel small, and so they have to go somewhere where they can make that happen.

So, you always have a small number of people who find a way to leave for those reasons. But you’d also be surprised at how many people don’t want to be broken, and they’ve never really had an opportunity. We call them the tippable disengaged, folks who can be tipped into the culture. And so, disengaged people rarely become under-engaged people. They usually buy in, and they say, “I want to use my leadership skills in a different way than being a negative leader. How can I be a part of the solution

And so, I guess when you think of a PIP, when you think of Performance Improvement Plans, they’re generally designed to get somebody out. They give people a tight set of accountabilities and a tight timeframe to perform them which guarantees failure, and then you catch them on the failure, and you have a reason to let them go. That’s usually what a Performance Improvement Plan is designed to do in Human Resources circles.

But a true Performance Improvement Plan gives someone a path to grow and to improve. And if you surround them with the right coaching and the right , you end up with conversations like, “Your peers say that you’ve not been easy to play with in the sandbox. I’m guessing that this isn’t just a problem in the workplace. Perhaps this is a problem in your family, in your social circles as well. You’re 43 years old, do you want to do something about this? Is this okay with you? Because if you want to do something about this, we have resources that can help you.” And you’d be surprised at people’s ability to transform when provided an opportunity to get coached.

Pete Mockaitis
That’s good. And when you said about the drama or the conflicted relationships is their currency in life, it just reminded me of a quote from The Office, Kelly Kapoor said that if she had to choose between two suitors, and she said, “Robbie makes me so happy, and Ryan causes so much drama, so I just need to figure out which of those is more important to me.”

Steve Ritter
Exactly. Exactly. Well, you know, but if you think about that, those of us, and I’m one of them, who thrive on conflict and who thrive on change, I’ve put three kids through college and built two businesses on assisting people with conflict and assisting people with change. And so, there’s a positive way to have that surround you in life. It’s okay to be fueled by chaos as long as you manage it in a professional and a respectful way. It’s okay to have conflict as long as you are mature and adult about the whole .

And so, there are people in life who’s competency is to be good under pressure during periods of significant change and conflict, and those people often become advisors, and consultants, and coaches, and therapists, and teachers, and mentors, and those kinds of professions because they can elevate other people into healthier places, and elevate relationships and teams into healthier places. So, conflict and chaos sometimes gets a bad rap.

Pete Mockaitis
Understood. And so then, I guess I want to talk a little bit about the innovation side of things. So, once you’ve got some of those norms well established, and we’re invested, and there’s the trust is working, and we’re sort of owning our stuff and sharing it, what are some of the best practices for making the most of the innovation phase when you’re in it?

Steve Ritter
Oh, well, I think it’s a willingness to live with an unsolved problem to begin with. Innovation always starts with an unsolved problem. And being willing to experiment, and explore, and create, and fail a couple of times to be able to discover a new way of looking at that problem. And so, all of those dynamics require someone to feel safe and trusted in an environment that supports that kind of thing.

And so, I guess a rich and fertile garden of diversity, full of people who are unafraid to take smart risks and to stumble and fall a couple of times, is usually what creates new ideas. Whereas, the opposite, where people hold onto the status quo and aim for safety usually doesn’t result in new ways of thinking about things or doing .

And so, it all goes back to the foundation of common values and common goals that allow for a culture of , that enables a team to have the psychological safety for people to take risks because innovation is all about providing an atmosphere that, I suppose, has a safety net underneath it so that people can be out on a limb and take risks and try  without having to worry about whether the amygdala portion of the brain screams fear and tells you not to do it, that you go ahead and use your cerebral cortex to analyze and interpret and make decisions and try things even though your fear center is screaming, “Don’t do it.”

And, usually, that happens most effectively when the team has created an atmosphere of collaboration and psychological safety so that falling, or stumbling, or failing are not a big deal. They’re actually fuel for the next round of .

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

Steve Ritter
Well, I think that you’re going to see a barrage of social media hype around the book “The 4 Stages of a Team: How teams thrive…and what to do when they don’t.” I’m excited about this book, but I also want to let your audience know that there’s a 10-year archive of blogs on the TeamClock.com website that are categorized in every area of team effectiveness that you would imagine. And so, while the book is a few hundred pages of best practice and case study and how to, there’s a deep archive of blogs available on the website as well, so I would point people in that direction.

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

Steve Ritter
You know, I think the last time you asked me that, I quoted Seth Godin, and I think I want to quote Seth again. Seth was kind enough to endorse my first book. He talked about the importance of taking responsibility for what it means to join or to lead a team. And his most recent book is titled “This Is Marketing,” and he says in that book, “People don’t want what you make. They want what it will do for them. They want the way it makes them feel.”

And so, that might be more connected, or that might mean peace of mind, or that might be status in some way, and so I think about that quote all the time. I think about that quote when I listen to your podcast, for instance, because your podcast is a great example. I listen for the way it makes me feel. It makes me feel smarter. It makes me feel more equipped. It makes me feel like I have a better toolkit to go out and manage my life. And every episode, without exception, has that outcome when I listen.

Pete Mockaitis
Oh, shucks. Thank you.

Steve Ritter
You’re welcome.

Pete Mockaitis
Well, I just put out a big survey, and I asked a question along those lines in terms of, “What are your recurring thoughts and feelings when you’re experiencing the show?” And I’m thinking I believe that more and more for marketing, and that’s been part of my…well, this isn’t about Pete’s journey to learn marketing.

Steve Ritter
But we’re thinking the same too that, as Seth says, it’s not about what you make, it’s about what it’ll do for you and the way it makes you feel.

Pete Mockaitis
Absolutely. And I think that’s true of everything, even when it’s a rational purchase. It’s like, “Oh, this is a wise investment because it will save me money or make me money, so it’s money on top of money. Of course, logically that’s just better to do than to not do.” It’s like, “Yeah, but why bother? Why do you even care what’s money doing for you in the first place?” I was like, “Oh, I feel secure and free and able.”

Steve Ritter
Peace of mind, yeah.

Pete Mockaitis
Yeah. So, I think Seth really is as brilliant as people say he is.

Steve Ritter
Well, not many people write a daily blog that has the followership that he has.

Pete Mockaitis
And a good daily blog.

Steve Ritter
Yeah, and I’m one that reads it every day. And, you know what, they’re not all a plus and neither are the things that I write, but there’s enough A pluses to keep reading and keep sharing.

Pete Mockaitis
And, let’s see, was I asking about a study or a quote or a book? You’ve got a little bit of everything.

Steve Ritter
You asked about a piece of research. I don’t know if you remember, you and I talked about this Journal of Applied Psychology article that came out maybe over a decade ago.

Pete Mockaitis
Oh, I do.

Steve Ritter
They studied what it is that most drives the outcome in a professional relationship. And they studied all of the variables and equation from gender to age to educational background to theoretical orientation, and they found that the greatest driver of outcome in a professional relationship was the perception of connection within the first hour from the perspective of the client. And so, if the client felt like there was a good connection in the first hour, the outcome of that professional relationship is going to be much stronger.

Pete Mockaitis
Yeah, absolutely. And in a way that just makes me feel so much better. I thought about that many, many times as our conversation because it makes me feel better about, I guess, others think I’m like being real judgmental in terms of like I’m reading a book or listening to something, I’m just like, “I just don’t like this guy.”

Steve Ritter
Right. And then when it resonates, you have the opposite feeling, it’s like, “Oh, we are connected, yes.”

Pete Mockaitis
And then I feel so bad, it’s like, “I don’t like this guy. I want to stop reading.” It’s like, “Well, Pete, you should like him. Take in broad perspectives from all sorts of different people that you like and that you dislike.” And then I come back to, “Yeah, but Steve told me that…”

Steve Ritter
In the first hour, in the first 10 pages of this book better grab me.

Pete Mockaitis
Right, so even if I muscled through this book and hated every moment of it, it probably wouldn’t deliver the goods for me just because I’m not resonating from the get-go. Maybe I think they’re scamming or unethical or fraudulent.

Steve Ritter
As an author, Pete, I don’t want you to have to muscle through any page of my book. As our mutual friend, Mawi, told me when we wrote Team Clock, “You never want to give a reader any reason to put a bookmark in the book. You always want the reader to continue to turn pages.”

Pete Mockaitis
Oh, yeah. Mawi episode number one.

Steve Ritter
There you go.

Pete Mockaitis
Yeah, he’s like the cardinal sin, I think, he said is being boring.

Steve Ritter
Exactly.

Pete Mockaitis
Don’t do that. Oh, inspiring dude. Okay. Well, how about a favorite tool, something you use to be awesome at your job?

Steve Ritter
Favorite tool. I’m going to give you two. As a writer, I am a devotee of the Flesch-Kincaid Readability statistics in the options menu in Microsoft Word. I don’t know if you use that but it tells you not only how many words you’ve written, but how many sentences per paragraph, how many words per sentence, how many syllables per word, and it tells you at what grade level you are writing at. And I try to keep all of my writing in the eighth to ninth grade level. It just keeps the book flowing and doesn’t give people a reason to put a bookmark in any page. It keeps pages turning.

Pete Mockaitis
Thank you.

Steve Ritter
The second tool I would offer is I’ve become an owner of the HeartMath wearable biofeedback tool. And so, the app on your phone is called Inner Balance but it pairs with a Bluetooth connectable device that reads your heart rhythms. And if you want to know how to manage your stress in real time, all you do is clip this thing onto your shirt, and attach it to your earlobe and turn on your phone, and it will tell you in real time whether you’re in a relaxed or stressful state. And you can teach yourself how to put yourself in a relaxed state at any time. And what I find is when I need to perform, whether that’s my band at a wedding, or whether that’s writing a book that I want you to read, I do that at my best when I’m in a relaxed state.

Pete Mockaitis
Thank you. And a favorite habit?

Steve Ritter
I put a little creative music into every single day no matter whether that’s five minutes or an hour. It opens new pathways.

Pete Mockaitis
And a particular nugget that you share that really connects and resonates and gets quoted back to you often?

Steve Ritter
I’ve gotten a lot of feedback on the concept of renewal. When you think about teams and relationships that’s happening in cycles, you realize that there’s always another chance to refresh something or to repair something. And so, when you think about the things that happen in relationships and teams, anytime you add or subtract a teammate, you have a renewal. Anytime a conflict gets resolved you have a renewal. Anytime an innovation alters the work of the team, you have a renewal. Every time you celebrate a success or a disappointment of a failure, you have a renewal. Every time a goal gets redefined, you have a renewal. And so, you get these chances over and over to elevate your relationships and your .

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

Steve Ritter
TeamClock.com. There’s plenty on the website and it’s in the process of getting refreshed with the new book information, so we hope to make it even more beneficial for our readers.

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

Steve Ritter
I have been asking people to continually assess their relationships and their teams for my entire career, and I want to make that simple. Ask three questions, “In what stage are we right now? Why are we in that stage? And what should we do to move ?”

Pete Mockaitis
Steve, once again, this has been a treat. I wish you lots of luck with the book “The 4 Stages of a Team,” and all your other adventures.

Steve Ritter
Thank you, Pete. It’s been a pleasure speaking with you, and I look forward to all the other episodes. You’ve created a tool for all of us, so thank you for that and thanks for inviting me on again.

454: Embracing Conflict as a Gift with Judy Ringer

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Judy Ringer says: "When we can enter a conversation and think 'What can I learn here?' everything changes. It all works out."

Judy Ringer explains how the techniques and principles of aikido can turn workplace conflicts into valuable experiences.

You’ll Learn:

  1. How to master yourself during conflicts
  2. Three effective mindsets for resolving conflicts
  3. How to skillfully inquire, acknowledge, and advocate

About Judy 

Through interactive presentations and individual coaching, Judy Ringer helps you transform conflict by changing your relationship to it. Aikido is the metaphor she uses to become more intentional and less reactive, to communicate directly and respectfully, and to create your life and work on purpose.

Items Mentioned in this Show:

Judy Ringer Interview Transcript

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

Judy Ringer
Pete, it’s a delight already. Thank you very much for inviting me.

Pete Mockaitis
Oh, shucks. Well, I’m so glad that everything worked out and we’re making it happen. I want to hear about something you made happen, which was singing the national anthem at a Red Sox game. How did this come about?

Judy Ringer
Yeah. Well, it’s something I love to talk about, so thank you. I had this dream for a very long time to sing the national anthem at a Red Sox game. I’m a Red Sox fan. I live in Portsmouth, New Hampshire, which is about an hour north of Boston. We go to the games now and then when we can.

I love to sing. I’m a professional singer in my spare time. I love to sing the national anthem. I just thought, “Wouldn’t it just be cool.” Just one of those crazy dreams you have, so I set about achieving it. I wrote – I went to their website. I wrote them. I found out what you have to do and how many probably thousands of people ask every year to sing for a Red Sox game at Fenway Park.

I sent them – I made a professional CD. I sent them a CD, just like they ask for, of me singing the anthem and also God Bless America. I followed up. I even sent them a couple of videos of me singing at other games that I’ve sung at more locally. Nothing happened. But every year, so I went about this for maybe three – four years and every year I’d just follow up and I found out who I needed to talk to.

Finally, what really made it happen was Dave O’Brien, who’s the announcer for the Red Sox, came to one of our Rotary meetings. I’m a Rotarian here in Portsmouth. After he spoke – and he was just a great speaker, as you might imagine – I went up to him and I said, “You know, Dave, I’ve been trying for years to get noticed by the Red Sox team. I’d love to sing the national anthem.”

I said, “I actually can sing. I would do a good job. I’ve sent them videos and audios of myself.” He said, “Well, I don’t have much control over that, but if you’ll send me an email, here’s my address, I’ll just send it along and see what happens.” That’s exactly what he did. He passed it along.

Somebody got in touch with me and there happened to be a New Hampshire day coming up at Fenway Park in July of 2017. This was in May I think that I got contacted by them. So it happened. It was an amazing event. I got there. I got to be underground with all the team. I got to walk out on Fenway Park. I got to sing for I think it was about 40,000 people that night. It was awesome. It was awesome. I practiced all my skills. Everything I talk about in the book.

Pete Mockaitis
Well, that’s so cool and so interesting to me when there is a process and then it doesn’t matter. It’s like actually there’s a guy who knows a guy.

Judy Ringer
I know.

Pete Mockaitis
As opposed to, “Yes, please follow step A, B, C, D, E, F, G,” and it doesn’t – yeah.

Judy Ringer
I know. And yet I have to say that maybe the fact that they had my audio and my video, they could go to it. They could see that I was really – that I wouldn’t mess up or embarrass anyone and that all of that adds up. Maybe if I hadn’t also done all of that, I wouldn’t have had the courage to go and talk to Dave.

Pete Mockaitis
Oh certainly, right, because it does feel a little bit more audacious like, “So Dave, I like to sing. Hook me up.”

Judy Ringer
Exactly, exactly.

Pete Mockaitis
Cool. I want to hear about your book Turn Enemies Into Allies and your martial arts work. Could you sort of just tell us the whole story here? What’s the big idea that you’re presenting?

Judy Ringer
That’s a great question too. Well, the big idea is that I have a model that I use when I go into organizations and help people resolve conflict. The model is based on aikido and some of its techniques and principles, like blending and redirecting of energy, for example.

I also have – part of the model is that I work with the people in conflict – usually there are two of them – and they need to be able to work together and they can’t. I work with each person individually first and then I bring them together. As I got used to doing this model and doing it many times in organizations, I would notice that I’m not doing anything that the manager couldn’t do themselves.

I decided to write the model down in a series of blog posts. This was about five years ago that I first started writing about it. Then I began expanding them and they became Turn Enemies Into Allies, the book.

The major point here is that you can do what I’m doing if you’re a manager, a leader of an organization with some skills that I describe in the book and some attitudes that I describe in the book like non-judgment, like curiosity, like appreciating where people are coming from, the ability to listen, the ability to reframe the conflict as a gift of energy that people might be able to use to actually build their relationship and become leaders themselves and apply the skills not only at work, but in life too.

That’s what I decided to write about in the book. The big idea is you can do this. You can do it fairly easily actually if you get over the idea that conflict is negative, that it’s a bad thing, and adopt the attitude and begin to practice it that conflict can be a gift if we decide that it is to get to know each other better and to learn how to solve a problem rather than needing to create a contest over it.

Pete Mockaitis
Well, there’s so much there to dig into. Let’s see. Let’s start with that conflict can be a gift.

Judy Ringer
Yes.

Pete Mockaitis
Tell us, what’s great about it?

Judy Ringer
What’s great about it? Yeah. Okay, well, the premise – the book starts with the premise that if we can’t manage ourselves, we can’t manage anybody else. The first gift in conflict is that it causes me to look at myself and ask myself “Why is this getting to me?” or “Why is this person, this situation? Is it something that I have any control over and if it is, where is my power and how can I find it? Maybe I’m not expressing myself. Maybe I’ve been avoiding the conflict. How can I decide to take a more active role in the conflict?”

The gift might be first of all I have to manage myself. I have to manage my own emotional mindset. I have to center myself, as I describe in the book, and bring a centered presence into the conflict, so there’s a gift right there, learning to center myself, learning to be mindful about how I decide to be more intentional in the conflict instead of reactive to it. Does that make sense?

Pete Mockaitis
Okay, certainly, yeah.

Judy Ringer
That’s the first gift. The second gift, let’s say it’s a conflict that involves an issue at work that we’re trying to solve. The gift is how do we solve this in a way that’s sustainable and that meets the interests of all the parties involved. If it’s a team, how do I get the voices of all of my team members involved in solving it? If it’s just one-on-one, same thing, how do I find out what’s important to each of the parties in the conflict and then help them express those needs and help them find a solution that meets the needs.

Pete Mockaitis
Okay, understood. Those sound like some good things. So tell us then when it comes to aikido – well, first, could you share what that is for those who are not familiar and then what are its parallels to this process?

Judy Ringer
Right. That’s where this idea for me anyway came from. Aikido is a martial art, first and foremost. It was developed in the 20th century, so it’s a pretty recent evolution of the martial arts. It was developed by a man named Morihei Ueshiba, a Japanese man, who’s now dead, but only died in 1969.

His idea was that you could subtly transform other martial arts through aikido into a martial art that didn’t harm people. The goal is to render the attack harmless without harming the attacker. You do this by first getting out of the way of the attack and moving in to join with this energy and then redirect it.

Let’s say somebody’s coming at me with a punch. Instead of blocking and punching back, I get out of the way really fast. I join the energy by let’s say, grabbing onto the arm that’s punching me, and then I redirect it into a pin or a fall. I’m not trying to harm the opponent. I’m just trying to control and deescalate the conflict.

With that comes a metaphor. In fact, Ueshiba, the founder of aikido, had a philosophy that went along with the development of the art. He said that this is about turning our adversaries into allies. This is about not protecting ourselves from the enemy outside of ourselves, but from the enemy within, that if we could vanquish the source of the conflict within ourselves, then we would have no difficulty with those outside ourselves.

We call it blending and redirecting. We think about the attack as a gift of energy that I can use to redirect and keep the opponent safe while also keeping myself safe on the mat. Off the mat, we’re practicing aikido anytime we listen with an intention to learn with curiosity. That’s the same thing as blending and redirecting.

When I ask question – when you come at me, let’s say, with a – and say, “Judy, that’s a stupid idea,” instead of saying, “No, it isn’t. It’s a great idea” so that would be like blocking and resisting, instead I say, “Well, Pete, why do you think so? What specifically don’t you like?” or “Tell me more.”

That’s me blending, getting off the line. I’m not getting hurt and by asking a question and being curious, I find out more about what’s upsetting you about my idea. Maybe it’s that you just can’t afford the idea. Maybe you like the idea, but the budget doesn’t allow for it. We have a new way to open up the conflict and talk about it. Does that make sense too?

Pete Mockaitis
Oh certainly, yes. Well, so now I’m curious. That particular example, talk about self-management, I think there’s a challenge right there. It’s like if someone says that to you, the knee-jerk reaction is anger, defensiveness, frustration. What do you do right there in that moment, where you’re like, “This jerk. I want to yell at him.”

Judy Ringer
Yeah. I’ve got to say that I still practice this. It’s not – just because I’ve been teaching it for 25 years doesn’t mean I don’t have conflict in my life. Your question goes right to the point, what do I do, what does one do. It helps if you practice, just like anything else. You don’t pick up a flute and learn how to play it in an instant. You have to practice it.

You practice noticing first of all. That’s the first thing. If I don’t notice I’m getting reactive, that I’m starting to react and say, “What do you mean? What a jerk you are,” if I don’t notice that, I can’t stop it. That’s the first thing.

Then you stop and you center yourself. You take a breath. You just don’t say anything. You bite your tongue. You count to ten. You do any of the things that we’ve heard about over the years to center yourself.

I have specific ways. When I ask my groups, “What do you do to center yourself?” everyone says, “I breathe.” Sometimes people say, “Well, I think about a bigger perspective,” but you can tell in that that they stop themselves from reacting and decide what they need to do next.

The amygdala, the brain stem has some very strong reactive patterns programmed into it. The prefrontal cortex is what we use to think with. To make that journey from the back of the brain to the front of the brain maybe takes a half a second, maybe not even that long, if we notice and we take that breath. That’s the first step, center myself. Now I can make a more intentional choice about what I do next.

It may be – if I’m being really reactive, it may just be I say something like, “Let me think about what you just said. Can we talk in about five minutes?” so I give myself more time to be centered and be less reactive.

Pete Mockaitis
Certainly, yeah. I like that. Well, so then you talk about the breath, is there any special way to breathe or what do we think about the breath?

Judy Ringer
Well, it’s basically to breathe. Most of the time, if the audience listening thinks about the last time they were involved in a conflict or something happened to them, surprising, caused them to react, chances are they weren’t breathing. They just held their breath. It often happens.

The more we can just notice that and begin to breathe again – it doesn’t have to be a huge breath. It doesn’t even have to be terribly deep. Just to start breathing again and to focus on the breath is enough. I’m doing that now because I’m a little nervous. I mean here we are a podcast. I want to say it right. I want to do everything right so that induces a sense of stress and anxiety.

It can, so every once in a while I just stop, notice that I’m breathing, and I’m standing both feet on the ground and everything is going to be okay. If I just say that mantra to myself, everything will be okay, pretty much.

Pete Mockaitis
Okay, so it is okay.

Judy Ringer
Let me give you a couple of other suggestions on this because I know people love to hear ideas. Okay, what can I do in the moment? That’s the question. First, you notice. Then you have a practice. If you have a practice, like I know your last speaker, the one I just listened to this morning, was talking about mindfulness.

If you have a mindfulness practice, if you meditate daily, you’re already getting into the mood of centering so that if something happens later in the day, you’ve got a sense of what it feels like to be centered from your early morning practice so you can go back to it fairly quickly. You can create rituals for yourself.

I have a client who one day she had a really tough meeting with her staff – all of her staff meeting – and she was nervous about it. I said “What are you going to do to center yourself first?” We were doing coaching. She said, “Well, I’m going to maybe look at some of the pictures on the wall.” She said, “I’m not sure what I’m going to do.”

I said, “Well,” and there was a pen on the table and I threw the pen out on the table and I said, “You could just look at this pen. It doesn’t have to be anything fancy or special. Just look at the pen once in a while.”

The meeting went really well as you might imagine. She did a great job. At the end I said, “How did you do?” She said, “I looked at that pen a lot.” Every time she looked at it she just kind of took a breath, and she recentered herself and she got physically and mentally and emotionally more stable, more balanced, more calm, and more ready for whatever might come next.

Pete Mockaitis
All right, cool. There we have it in terms of you start to notice yourself in situations all the time and then you stop and center with a breath and planting the feet on the floor, etcetera, so you’re in a good spot there. Let’s talk a little bit about some of these perspectives in terms of non-judgment, and curiosity, and appreciation. Can you share a bit about these mindsets like, what does it mean to really approach things in such a way.

Judy Ringer
Right. These mindsets are the mindsets that I recommend in the book that the manager follow when they’re listening to one of their employees. Let’s say they decide to engage in this intervention in the book that allows them to hear each person’s story first before they bring them together. What this does is that it allows the employee to tell their story in a way that they feel heard. Non-judgment is just that.

It’s impossible, of course, because we’re always making judgments, but once again, we notice we are. Maybe we favor this particular employee because they’re a high producer and we really wish the other employee would change. When we listen to each one, we try to listen without making any judgments ahead of time and just deciding to listen to the story as if it were the first time we’re hearing it.

Appreciation steps in when we think about how to appreciate the more positive intention of each of the parties. Again, I’m meeting with them separately. I’m hearing, even though they’re making mistakes and they’re going about things reactively, that they each probably have a positive intention in there somewhere.

An example might be that one of your employees tends to avoid conflict and so they haven’t said anything to the other person about what’s bothering them. The form that this takes is that they just ignore emails or they ignore requests for information because they’re afraid that they might be reactive and say the wrong thing.

If you can appreciate that the person’s afraid of conflict, that most people are afraid of conflict and the positive intention is not to make things worse, it helps to approach the coaching from this point of view as opposed to deciding that the person just has no skills and can’t do anything and nothing’s ever going to work.

Pete Mockaitis
Right.

Judy Ringer
Approaching it with an appreciative mindset helps everything. Another way that appreciation works is well, for example, on the aikido mat, we always find that usually one side of the body gets the technique faster than the other side.

For example, in learning how to fall, we have to learn how to roll. On one side of the body, I know how to roll really well and I don’t get hurt. The other side of the body, I crunch my shoulder every time. Instead of focusing on the side that gets hurt, I do it a lot of times on the side that works so that I can figure out what I’m doing and apply it to the side that doesn’t work.

In the workplace, this happens when we see, “Well, where are you and Jane getting – where are areas where you work well together?” in an example that I give in the book. It was with a medical practice and the team was not getting along at all.

I said, “Well, there must be some areas where you are able to work together or you wouldn’t keep working together.” They said, “Yeah, well, when we understand our roles and our goals, everything goes really smoothly.” I said, “Okay, so let’s appreciate that. Let’s figure out how we can apply that to the places in your practice where you don’t have clear roles and goals.”

Pete Mockaitis
Right.

Judy Ringer
Appreciation, non-judgment, curiosity, one of the major tools that helps in conflict of any kind, whether it’s with employees or with people at home. These skills apply everywhere. How can I – well, I’ll give you an example of this.

One of the clients I was working with was quite upset with her colleague because she copied everyone on every single email. I said, “Well, what question would you like to ask your colleague?” She said, “Well, I’d like to ask why she copies everybody on every single email.” I said, “Okay, well, it’s a great question. Can you ask it in a more curious way?”

She said, “Okay,” and she worked on it. She practiced. She got to the point where she said it in a way that probably her colleague could hear it really well. I said, “Okay, so what do you have to do to be able to say it that way because it’s not just what you say; it’s how you say it.” She said, “Well, I’d actually have to be curious.” We laughed about it. It was kind of an aha moment.

The point is if you’re in conflict now, how are you approaching what you say. Even if you’re asking a question, are you really curious about it or are you just stating the question in a way that’s kind of attacking. There’s a big difference.

Pete Mockaitis
Well, so then when you said ask it in a curious way, you didn’t so much mean choose different words like, “Why are you doing this?” but rather the sort of tone and vibe you’re putting out there when you ask that question.

Judy Ringer
Yeah, exactly. That’s exactly what I mean.

Pete Mockaitis
Okay.

Judy Ringer
One of my favorite sayings and this comes from one of my mentors, Thomas Crum, that your quality of being is primary. Everything else is secondary.

If I come into a conflict conversation with you and I have a purpose to resolve a conflict, to learn what I can about how you see things, if I come into the conversation thinking, “Well, whatever’s going to happen, I’m going to learn something and I know it’s going to be better after this,” that’s my quality of being, my mindset, my emotional state. If I walk into that same conversation thinking, “This is going to be awful. I wish I didn’t have to do this,” there’s going to be quite a different outcome.

Pete Mockaitis
Certainly. Okay, that’s handy. I’m curious when it comes to the actual listening, in terms of the bit of the mindset we discussed when you’re listening, but is there any – are there key questions you recommend asking during the course of the listening?

Judy Ringer
Yes, I can. I can recommend some generic questions that will get things started. Then what real listening does is that it continues to ask questions. It doesn’t just stop. It really – a good listener really listens for what’s being said and also what’s maybe not being said. They listen for ways like you’re doing today, Pete, for ways to go deeper into the conversation.

A generic question might be, “Can you tell me how this started?” if a manager, for example, is talking to an employee about a conflict. “Can you tell me how this started? What’s your view about how the resolution would work? If it could be resolved, what would be ideal?” Another question, just a generic question would be, “Can you tell me more about what you’re thinking?”

“I’d like to talk to you about what’s happening between us. I’d like to hear our point of view and I’d like to tell you mine. Would you like to start? Tell me what’s going on? How do I affect you in ways that are not helpful?” Now, you have to be willing to hear the answer, but that’s a great question to just ask someone to tell them how you could be more helpful, for example.

Pete Mockaitis
Right. Okay, that’s cool. I suppose that these all sort of flow from that curiosity and they feel nonthreatening as result as I listen to you say them. Maybe to sort of make it all come alive and together, could you maybe walk us through an example of a conflict? You had Person A and Person B that you spoke with individually and then you brought them together and how did it all come together?

Judy Ringer
Well, one of the best things that happened in what I’m thinking of right now is that at the beginning I usually ask people on a scale of one to ten – and we’re in individual sessions now – “On a scale of one to ten, how important is it that you and Sally be able to work together,” for example. Let’s call the other person Lauren. Lauren says, “Well, it’s ten. We have to be able to work together.”

I said, “How likely do you think it is that the conflict’s going to get resolved that we’re working on together?” “Zero.” I said, “Okay. Let’s take a look at how willing are you to put yourself into this fully,” and they’ll say maybe “I’m a ten. I’m willing to do this. I just don’t think there’s any possibility.”

One of the ones that I worked on with a large insurance company, that’s the way it started. They said that they wanted to work on it, that it was important that they resolve it, and yet they didn’t think there was any chance because it had been going on so long. One of the problems is that managers let these conflicts go on too long.

Pete Mockaitis
And that’s when they bring in a ringer.

Judy Ringer
Yeah.

Pete Mockaitis
Couldn’t resist, Judy.

Judy Ringer
Good one. I’m glad that came out.

Pete Mockaitis
You’ve probably heard it before. You’ve probably heard it before.

Judy Ringer
Oh, no. Well, once or twice.

Pete Mockaitis
They bring you in and your last name is Ringer, so. Okay, so there we are.

Judy Ringer
So there we are.

Pete Mockaitis
They want it resolved, but they don’t think it’s going to happen and they say they’re willing to work on it.

Judy Ringer
And they say they’re willing to work on it. I set up some sessions and we begin to talk and maybe three or four or five different depending on how polarized things are and how deeply resentful each person is, I listen to each party for three or four hours, like I said in individual hour-long sessions. I hear them. I’m listening.

What happens in this case, Pete, is that – I don’t know if this has ever happened to you or anyone listening today – but when you usually listen to someone and you ask them some questions and you say “Tell me more” and “How did you feel when that happened?” and “I’m really curious, when did this start and how do you see it being resolved? Do you see your contribution? How do you see your contribution in this conflict?”

When you ask questions like that and they really talk, things relax. They lighten up because maybe for the first time someone’s really, really listening to their side and aligning with them. Okay.

Pete Mockaitis
Certainly. You said so three to four hours for each party.

Judy Ringer
Yeah.

Pete Mockaitis
So six to eight hours total. I think you’re right that probably nobody has ever listened to them about almost anything for that long.

Judy Ringer
Well, thank you for that. I’m not saying I listen for three or four hours. I say I listen maybe in the first session and then I begin to teach some skills. And I begin-

Pete Mockaitis
Okay, got you.

Judy Ringer
Yeah, so it’s not all just listening for them. But maybe the first hour, most of it is listening. People love to tell how bad the other person is.

Pete Mockaitis
Oh sure.

Judy Ringer
I just say, “Yeah, I get it. I know from your point of view this is how it looks.” People also get that I’m doing that with the other party too, so they’re starting to think, “Well, if she can do this with the other party, maybe I can too. Or maybe there’s a different way to tell this because this is my story. Maybe there’s another way to tell it.” I begin that way. Then we start to bring people together. Now, when they come together, they’re more relaxed, they’ve got some skills.

One of the best things that happened in this particular situation was after they began to talk to each other and hear the other person’s story and see what they had in common and how it all got started and starting to be able to be more civil with each other and kind with each other actually, one of the women said, “I didn’t realize this is just a set of skills.

I thought I was a bad person because I couldn’t figure this out and I was in a conflict that I couldn’t figure out. It was driving me crazy. This is just a set of skills. Anybody can learn these.” I said, “Yeah. That’s right.” They’re mind-body skills and they’re verbal communication skills. As I said, quality of being is primary. I’ve got to learn how to be centered, curious, nonjudgmental, wanting to learn. I’ve got to have a learning mindset.

Then I’ve got to learn just some key skills like inquiry. How do I ask questions? How do I listen? How do I acknowledge – acknowledgement? How do I acknowledge what I hear? It’s not just I’m listening; I’m also showing you that I heard what you said. Then how do I advocate because I get a turn here too. Here’s how I see it. You don’t see it my way. This is what I see. That’s advocacy.

When everybody gets a chance to be heard, then all the information’s out there on the table. You can begin to sort through it and solve things. Basically, in that book and in my work across the board, I like to help people move from a mindset of how do I be right, how do I look good here, how do I make myself right to a mindset of what can I learn here. From a message delivery to a learning conversation. From a difficult conversation to a learning conversation.

When we can enter a conversation and think “What can I learn here?” everything changes. It all works out.

Pete Mockaitis
Well, that’s great stuff. We’ve talked about the being and some listening and some inquiry. Can you share with us a couple thoughts around acknowledgement and advocacy?

Judy Ringer
Yeah, I can. In the book I call acknowledgement the secret sauce because we never do it. We may listen. We may think we’re pretty good listeners and we may be actually. Then we go right to, “Okay. Yeah, but,” “Right. Yeah, but,” and then we want to advocate right away.

There’s some little piece in between that’s called acknowledgement that goes like this, “What I hear you saying is,” “Is this what you’re saying?” “Can I clarify?” “If what you’re saying is true then, it would all work out if-” I just build on what the other person’s saying.

I believe the reason we don’t do this is that we have this notion that if we acknowledge what the other person’s saying, it’s some sort of tacit agreement with what they’re saying, that if I actually hear an opposing point of view, it means that I’m agreeing with it. That’s crazy. Of course it doesn’t mean that. It just means that I’m good enough to listen to you, care about what I’m hearing, and care about solving the problem enough.

Acknowledgement – okay, if you said “That’s a stupid idea, Judy. I don’t think it’s going to work. We can’t afford it.” I would say, “You don’t think we can afford it? Can you tell me more? Why not?” Okay, I’m not only acknowledgment, I’m clarifying. I’m being more curious. Just like you’re doing today, I’m going deeper and deeper and deeper until the person feels heard. Then I can advocate.

If we’re trying to change a piece of software, for example, I’m going to say something like, “So-“ – let’s say I’m for it; they’re against it. I’m going to say something like, “So Jenny, you think that this piece of software would cause more harm than good. Am I hearing it right?” “Yeah, you’re hearing it right.” “And you think that basically what we have isn’t broken, so why fix it. Is that right?” “Yeah, that’s kind of what I’m saying.”

Now they may not have said those exact words, but I’m adding on. “And is there anything else I need to know?” “No, that’s about it.” “Okay. Would you like to hear my view on this?” “Yeah, sure.” See, now they’ve lightened up. They’re maybe ready to hear my point of view.

I have to be really clear about this, Pete. This is not about manipulation. This is not about getting Jenny to hear me – pretending to hear Jenny so she can hear me so I can get my way. This is about sincerely trying to solve the problem. I have to be ready to admit that maybe this piece of software isn’t exactly what we need. However, when I’m there then Jenny’s much more likely to be able to hear what I have to say next.

Advocacy is what comes next. That’s me not selling necessarily, but educating. That’s how I like to think about it. Let’s pretend that we’re both from different planets. In fact, in some ways we are. We all come from different cultures, different upbringings. But let’s pretend that we’re really from other planets. I need to pretend I don’t know anything about what’s going on for Jenny, but I also need to know and not assume that Jenny knows anything about what’s going on for me.

When I’m advocating, I start at the basics. “Here’s what I see, Jenny. Here’s what I see the problem and the productivity that we could increase with the new software. Here’s what looks good to me about it. What do you think?” Then you go back into inquiry and you start to go back and forth now, inquiry, advocacy.

Then if you get to a point where you’ve got some form of agreement, Jenny says something that I agree with, I’m going to try to build on that. Pick something. “Well, I hear what you’re saying about you’re worried that it might cause people stress because it’s something new. What if we started out with a trial period or something like that, where we just took a few early adopters and see what they thought? Could that work?”

I try to build on something and use what I’ve learned from my inquiry to create a solution that would work for the other party.

Pete Mockaitis
You use the phrase ‘until they feel heard.’ How do you know when you’ve got there?

Judy Ringer
I know when the answer to my question “Is there anything else?” is no.

Pete Mockaitis
All right. I love it. It sounds like maybe for some the challenge is just bringing in – dedicating the time and the patience upfront that you’re really going to go all the way to the end as opposed to “Well, we have a 25-minute appointment window, Judy, so let’s hurry this along.”

Judy Ringer
Yeah, let’s get these guys together and figure it out. I know a lot of people that I’ve talked to have tried this first and usually emotions run high and things don’t get solved. That’s why I like to work with people individually first. Even just try it for one session.

One sort of fallacy about conflict that I think people have is that especially in this busy work environment that we’re all in right now is that we don’t have time for this kind of an intervention. We don’t have time to separate the parties. I don’t have time to talk with each one. Let’s just get them in the room and tell them to figure it out.” I’ll tell you, you don’t have time not to resolve the conflict.

The one that I mentioned with Sally and Lauren, that went on for two years before anybody decided to try and solve it. That’s two years.

Pete Mockaitis
Yeah. And all the mental energy when they’re fuming quietly in their cubicles instead of doing anything productive. It’s like, “I can’t believe that she said. Oh my gosh, the nerve on her,” whatever’s kind of going on there. It’s not productive value creation. It’s sort of wheel spinning that if you could boy, just imagine if you had half an hour of that over two years mathematically, jeez, it’s like over 50 hours of productivity lost, which could totally happen when things simmer.

Judy Ringer
It’s absolutely correct. That’s not even counting the polarization that could be taking place as they complain to their teammates.

Pete Mockaitis
Oh sure.

Judy Ringer
And everybody starts to take sides.

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

Judy Ringer
I don’t think so. Some of my favorite things will be in what we’re going to talk about now because you asked me for my favorite quote and things like that.
Pete Mockaitis
All right, well let’s hear a favorite quote.

Judy Ringer
Well, I have a couple. They’re all – well, actually I have three. They’re all in the same vein. One of them is mine, which is “When you change, everything changes.” Another one is Margaret Wheatley. She has said, “We invent our environment by our presence in it.” Now Margaret Wheatley is an organizational consultant and writer. She’s written a lot of wonderful books like Leadership and the New Science.

But that “We invent our environment by our presence in it,” and “When you change, everything changes,” when I decide to walk into a room centered, breathing, positive attitude, appreciative, it’s really hard to fight with me, right?

Pete Mockaitis
Right.

Judy Ringer
The other thing – the last one is what my Aunt Mary said, which is “Life is what you make it.” If life isn’t turning out exactly how you planned in the workplace, take a look at your contribution to it and see what you can do differently.

Pete Mockaitis
Thank you.

Judy Ringer
You’re welcome.

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

Judy Ringer
I would go to Brene Brown and her work and research on vulnerabilities and the power of that. I think when we’re centered, we’re completely open and completely flexible and completely vulnerable. I think there’s a lot of power in that.

Pete Mockaitis
And a favorite book?

Judy Ringer
Favorite book. That is a tough one. I think – one of my favorite books actually and what got me started in this and it’s quite old now is The Magic of Conflict by Thomas Crum.

Pete Mockaitis
Thank you.

Judy Ringer
Yeah.

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

Judy Ringer
Yeah, and I just began to use this tool about maybe six weeks ago because so many people recommended it. I thought I’ve got to check this out.

It’s the Calm app, C-A-L-M, that helps people if you want to develop a centering practice and you don’t have a place to go or don’t have time to go to a class, this is a great app for teaching you how to meditate and for getting you involved in a practice that you can do every day very easily with just your phone and a set of earphones if you need them. You don’t even need those.

Pete Mockaitis
How about a favorite habit.

Judy Ringer
Yeah. A favorite habit is catching myself uncentered and then recentering.

Pete Mockaitis
Is there a particular nugget you share that really seems to connect and resonate with your readers and listeners?

Judy Ringer
Yes, I think it’s this idea that conflict is a gift if we make it one. Let’s say conflict can be a gift of energy. There’s an article I wrote a number of years ago that’s getting a lot of press right now called How to Turn Your Tormenters Into Teachers. People seem to be resonating with that, that in fact, I have some power here, that I don’t just have to let these things happen to me.

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

Judy Ringer
JudyRinger.com. it’s all there. I’ve got a lot of downloadable resources, articles and I have a great blog. It’s called Ki Moments, K-I Moments about the K-E-Y moments in life. Ki means energy or life force.

Pete Mockaitis
Clever. Do you have a final challenge or call to action for folks seeking to be awesome at their jobs?

Judy Ringer
I do. I thought about this one a little bit. I would notice the red flags of blaming and justification because when we’re blaming someone else for something that’s going on or for our feelings for example, for making us angry or reactive or justifying our behavior, it limits our power. We can only change ourselves and the more we try to change other people, the more power we’re giving away.

Pete Mockaitis
Now let’s see, so justifying then is just sort of making our arguments for why you exactly as you are right here and right now are perfect and no change is required.

Judy Ringer
Exactly.

Pete Mockaitis
What is that song? It drives me nuts. It’s like “I don’t want to be anything other than what I’ve been trying to be lately.” Apologies for the pitch, but I was like what does that even mean and why not? You all need to change and grow. I don’t like this song. But anyway, I overthink lyrics sometimes. I’ve got to recenter when listening to the radio.

Judy Ringer
We can appreciate who we are. I don’t mean that. You know that, Pete.

Pete Mockaitis
Certainly.

Judy Ringer
We absolutely need to appreciate who we are and our positive intention. The minute we start to blame somebody else or say, “Well, I have to do this because the other person, they made me be this way,” is just sort of like saying, “Well, here’s my center. Take it away. You can go away with it and just take it.” It gives up power.

Pete Mockaitis
Understood. Well, Judy, thanks so much for sharing this. I wish you lots of fun and luck in aikido and you’re book and all your adventures.

Judy Ringer
Thank you very much, Pete. This was a joy.

444: How to Upgrade Your Work Conversations with Stacey Engle

By | Podcasts | 2 Comments

 

 

Stacey Engle says: "If you have emotions around a situation, that's a good thing. That means you care."

Stacey Engle offers pro-tips for engaging in more meaningful conversations at work.

You’ll Learn:

  1. Why pointless conversations are at the root of many business problems
  2. How to have more efficient team meetings
  3. How to handle strong emotions when communicating

About Stacey

As President of Fierce Inc., a global leadership development and training company, Stacey Engle is obsessed with helping Fierce clients stay ahead of the curve. A strong innovator, she’s always connected—to clients, emerging trends and new opportunities. Stacey’s forward-thinking approach to sales and marketing reflects Fierce’s commitment to enriching lives and creating community, one conversation at a time. She relishes her role in bringing people together to have the conversations they most need to have.

Items Mentioned in this Show:

Stacey Engle Interview Transcript

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

Stacey Engle
Well, thank you for having me.

Pete Mockaitis
Well, I’m really excited to dig into this conversation. And I understand you’re excited about showtunes and musicals. What’s the story here?

Stacey Engle
Well, music does move me. There’s a joke in my friend group that if I could have a soundtrack of my life, I would definitely have one. I love music and, yes, I’ve been a part of that board and other boards and efforts with music and theater.

Pete Mockaitis
And are there any particular shows that are really near and dear to your heart, that you sing the songs often?

Stacey Engle
Well, I guess from, just being somewhat stereotypical in the community, when “Hamilton” came out, I was definitely singing full for the music there.

Pete Mockaitis
Oh, fun. You know, I have yet to see it and I really want to. And I just somehow think I’m somehow going to get a free ticket from someone somewhere but it hasn’t happened yet.

Stacey Engle
You know, I’m all for manifesting in this universe, so maybe one of your listeners can help you out there.

Pete Mockaitis
You know, I have received unsolicited gifts from listeners which is appreciated—not that I’m soliciting right now for the record! —but it’s happened before, and I appreciate it each time. So, good stuff there. Well, now, I want to hear about your company Fierce. What’s the main gist of what you’re all about here?

Stacey Engle
Yeah, so we believe that the root cause of most business problems is pointless conversations. So, we are a company, a global training and learning company that helps people really have those conversations that lead to results.

Pete Mockaitis
I’m intrigued by the phrase “pointless conversations” right there because I recently had a guest who talked about, in building relationships, it’s great to, as he said, have a thousand conversations about nothing. But they’re not really about nothing. They serve to build the relationships. So, what do you mean by pointless conversations?

Stacey Engle
Well, what we mean is conversations oftentimes people do not realize they’re the most accessible tool that you have going through your day. So, as humans, we’re really navigating our lives one conversation at a time. So, when you aren’t thinking about the intent and the content of your conversations, and also your intention, you’re really missing the mark. And I think we’ve all had the experience of sitting through a meeting that we all knew that we weren’t talking about the real issue, or being with someone and not really feeling like you could share.

Stacey Engle
So, a pointless conversation is one that does not have intention and structure and a goal involved. So, when we think about pointless conversations, think about the team meetings that aren’t really discussing what really needs to be talked about, or the coaching conversation where you’re talking all around the issue. Those are pointless conversations. So, our goal is really to help people talk about what matters in a way that’s skillful, and in a way that’s intentional.

Pete Mockaitis
Okay. Well, that sounds very important, so I’m excited to have this conversation. And so, your company is called Fierce, and fierce conversations is a phrase you use frequently. In fact, there’s a book associated with it. What do you mean by a fierce conversation?

Stacey Engle
So, the definition is a conversation which you come out from behind yourself into the conversation and make it real.

Pete Mockaitis
Come out of myself.

Stacey Engle
Yes, so coming out from the masks you wear, coming out from all the reasons why you don’t think you can say what needs to be said. Come out from those and make the conversation real. So, there are four objectives of a fierce conversation. One is that you’re interrogating reality. So, this idea of you’re getting curious about what’s going on. Two, you’re provoking learning. So, not just provoking someone else’s learning, you actually want to learn. You’re tackling to have challenges which means not putting off what really needs to be talked about. And then the fourth is enriching relationships.

Pete Mockaitis
Okay. Gotcha. And so, is it your philosophy that a business conversation should always do one or more of these things?

Stacey Engle
Yes.

Pete Mockaitis
Okay. I like that.

Stacey Engle
Yes. Yes.

Pete Mockaitis
All right. We’re upping the standard here. I’m just imagining a lot of conversations right now and thinking about the extent to which these things occurred. What’s your hunch in terms of the proportion of business conversations that are checking at least one of these boxes?

Stacey Engle
Well, let me back up. So, the goal is that a fierce conversation is really achieving all four of those, so we’re going to learn something new. So, interrogating reality, provoking learning, we’re going to tackle a tough challenge and, what’s most important, is we’re going to enrich the relationship when we’re doing it.

So, that’s kind of the foundation of what is fierce, and that feels very theoretical, but the idea is let’s think of an example of just you’re going into a meeting with an idea. If you want that meeting to be a fierce meeting, you are going to walk in with the intention to get it right for your company, for your team, versus being right.

Pete Mockaitis
Okay. I like that. Getting it right for people, stakeholders, as opposed to being right, like, “I’m right and you’re wrong,” or, “I’m validating the idea I had is great and, therefore, I feel smart as a result.”

Stacey Engle
Exactly.

Pete Mockaitis
And we had some previous folks associated with the Landmark education draw a distinction between, “Are you more concerned with being right or with things working?” And I found that helpful. And this is even more punchy, I would say, an articulation, being right or doing right for these people, or getting it right for people.

Stacey Engle
Right. Getting it right versus being right. So, that’s a mindset piece. And then there are really skills to make sure that you are really hearing from others, getting curious, because you only have one perspective. And your perspective is one, and it’s not the truth, so your goal in that meeting should be to hear everyone else’s perspectives, and to really provoke learning on everyone’s side, and tackle what we need to tackle. And then, in the end, enrich the relationship.

Pete Mockaitis
Okay. Well, that sounds like a lot more fun to be than your average business conversation. So, maybe, could you—I want to dig into the how in a moment— but could you perhaps paint a picture in terms of a case study of how a client organization of yours did some stuff, and they saw the conversations become more fierce more frequently and what sort of performance gains they saw as a result?

Stacey Engle
Absolutely. So, one of our near and dear clients, we love them, CHRISTUS Health, they’re a healthcare system comprised of about 230 hospitals and clinics, and they employ over 45,000 people. And, as you know, healthcare is very complex. They found themselves falling into the trap that many organizations face, which is becoming a culture of nice. And associates had really mistaken the value of compassion and the value of service with avoiding difficult conversations.

So, many leaders weren’t giving feedback because they didn’t feel it was compassionate    and they were scared to give that feedback, and nobody was really sharing those insights. And what was at stake there were many associates were not growing at the level that they needed to. So, through discovery, it was determined that a lot of these conversations were missing, and we needed to build this skillset.

So, Fierce was brought in at the leadership level, and we really helped them work proactively on feedback, on coaching, on confrontation, and really building a common language where these tools were accessible, and helping arise potential issues before they formed. So, CHRISTUS Health was able to achieve a 50% reduction in executive turnover.

Pete Mockaitis
Oh, yeah.

Stacey Engle
Yeah, we like that. A 36% internal promotion increase, so those associates were really developing.

Pete Mockaitis
So, all right. So, the results are there. That’s really cool. Let’s talk about how to do it. So, what are some of sort of the top things that we should start doing or stop doing to see some of these results?

Stacey Engle
Absolutely. Well, so we know six conversations that are often not as powerful as they could be in the workplace. I always like to start with three. One is that team conversation I was referencing. So, this idea of, “How do you have a more compelling team meeting? And is this actually answering more tactics?”

Pete Mockaitis
Well, there are six kinds of conversations, and so let’s have them.

Stacey Engle
Yes, so there are six kinds of conversations, and the three that I always love to share with our audiences, because we can really, really all relate to these. One is the team conversation, so the idea of, “How do I run a team meeting where people are really engaged and they are laying out reality without pointing blame? And sharing from their perspectives, how can we move forward on this particular opportunity or issue?”

The second is a confrontation conversation. So, this is when you and I know something needs to change. How do we best approach that topic in a way that does those four objectives? So, interrogating reality, provoking learning, tackling a tough challenge. And we actually feel like our relationship is enriched by having that conversation.

And then the third is feedback. So, feedback is a tool that we constantly need to use in our every day. And one of the pitfalls with feedback is many times people write the script of what, of the meaning of the actions. So, for instance, if I see someone talk over someone, I may think to myself, “This person is being rude or doesn’t really respect X person.”

And our feedback conversation is very much about not writing that script, so you stop at behavior, and you would have that conversation with someone, asking them, “What was going on?” versus putting the meaning, and then also what’s at stake attached to those actions.

Pete Mockaitis
Okay. That’s a really handy tip right there when it comes to the feedback, is to not interpret it for them what that means, and then assume and cause all kinds of problems. So, that’s great there. So, then when it comes to those team conversations and confrontation conversations, what are some key ways to have those go all the better?

Stacey Engle
So, confrontation is all about preparation. We have a 60-second opening statement. So, this idea that you really need to frame the issue or challenge in 60 seconds because the other person, when they’re hearing this, will most likely have a fight or flight reaction, so you want to lay this issue or challenge out in front of the person, and ask and invite the conversation. So, it’s all preparation and confrontation.

Pete Mockaitis
Okay.

Stacey Engle
So, succinctly, being able to share. And one thing that often gets in our way is we wait, and wait, and wait until it becomes too much. And then we have so many examples of why X needs to change. And the reality is, in an effective confrontation conversation, you’re only using one or two examples.

Pete Mockaitis
Oh, that’s great.

Stacey Engle
So, you can’t bring in all of your emotional baggage.

Pete Mockaitis
“And another thing…”

Stacey Engle
Exactly. I mean, we call it the dump truck, you know, like, “I’m just going to back up and unleash more and more reasons why this is true,” and it really can curtail that conversation. So, we want to stay succinct, we want to be thoughtful and prepared.

Pete Mockaitis
Okay. So, could you maybe give us an example of a 60-second opening statement?

Stacey Engle
That is a great question. Yes, I can.

Pete Mockaitis
All right.

Stacey Engle
And you must prepare for these conversations.

Pete Mockaitis
All right. Taken.

Stacey Engle
So, an example would be, “Pete, I want to talk with you about the affect your leadership style is having on the team.”

Pete Mockaitis
Well, thank you.

Stacey Engle
“And I want to share two examples. One, I saw, when you were in that meeting, you rushed out of the room, and you ripped the flipchart off of the paper, and crumpled it up. And you seemed pretty upset. So, that’s one example. Another example is some of your team members have expressed concerns about cancelling your one-on-ones and canceling some of those conversations. So, this is very important, this, your leadership style to the success of the company, and a lot is at stake for both us. The contribution I have to the problem is I might not have brought this up as soon as I should have, and I really want to resolve it and support you. Tell me, from your standpoint, what’s going on?”

Pete Mockaitis
Okay, I like it. So, we got those ingredients there in terms of, “This is what we’re talking about. Here’s a couple examples. This is why it matters. And I’m in the mix as well, it’s not all you, you, you. I’m in there.” And so, then it’s kind of open-ended with your final question. And what was that again? You said, “Tell me what’s going on.”

Stacey Engle
Yeah, “From where you sit, what’s going on for you? Because I want to resolve how your leadership style is affecting the team.”

Pete Mockaitis
Yeah, so, “What’s going on for you?” is nice and broad, and it’s not as accusative as, “What’s your problem? Why can’t you get it together?” It’s, “What’s going on for you?” and that could go anywhere from, “Hey, you know what, I’m going through a really rough time with I’ve got two kids, and I’m sleep-deprived, and I get kind of edgy in that kind of situation,” to, “Oh, I had no idea. I guess when I was an investment banker that was fine in that culture.”

Stacey Engle
Absolutely. Yeah, exactly. And I would argue that it’s never really fine. So, yes, once you do the 60-second opening statement, your job is to really inquire about your partner’s views, to ask questions and get curious, and really dig in for more understanding. And then, what’s very potent, and when I talked about conversations need to drive results, there needs to be a resolution. So, we need to talk about, “What have we both learned? How are we both going to move forward and make an agreement, and then hold each other accountable to it?”

Pete Mockaitis
Okay. Excellent And so, then how long might that whole conversation take?

Stacey Engle
It can vary and the goal is that you could have this conversation in 30, 45 minutes, even less, if you’re prepared. And it’s really, really powerful once you have this tool, and it is a common language in organizations because, I don’t know, de-stigmatizing confrontation is very important. The reality is we’re going to have challenges, things are not going to go as we wish, and confrontation is actually less needed once you have more of these other conversations like feedback, coaching, team.

So, confrontation is when feedback hasn’t worked. So, it’s not like you should be having confrontation conversations every single day, and there’s not a perfect equation depending on what situations you find yourself in.

Pete Mockaitis
I hear you. But that’s useful to know that it could be 30 or 45 minutes or less because I think some people fear, it’s like, “Oh, man, we’re going to be getting into it for a half day trouble.”

Stacey Engle
It’s so true.

Pete Mockaitis
And, you know, it’s often pretty quick.

Stacey Engle
Well, and what I think is something I really like to challenge others is those missing conversations, the ones that you keep saying, “Well, this time it’s distraction, and the music is playing just right, and I have this much time on my schedule,” you keep justifying those missing conversations. Those are the most costly in organizations. They really are, because the reality is everyone understands that people are busy and time-constrained, so you need to be clear about your intention, also your timeframe. So, it’s okay if you only have 45 minutes, and if there needs to be a follow-up conversation, then that’s okay. But the goal is that you begin. Because there’s a lot of justification to not start, and that’s really ineffective.

Pete Mockaitis
Understood. Well, that’s pretty handy. Thank you for those. And how about on the team conversation point with regard to being more engaged?

Stacey Engle
So, we have a strong position that you should not have team meetings with so many people that not everyone can participate. So, a team conversation is all about addressing challenges, opportunities, together as a team. So, if this is true, we need every brain cell and every viewpoint necessary to make the best possible decision. So, for team meetings, we are not big proponents of having people who won’t participate be in the meeting. So, we want to hear from every single person. And if you don’t want to hear from that person, then they shouldn’t be invited to the meeting.

Pete Mockaitis
Okay. And I imagine then do some numbers pop up with regard to, “Hey, at this point, you’re at risk for having some non-participators,” if you cross the threshold of, I don’t know, six people who’s there.: Do you have a guideline there?

Stacey Engle
Yeah, so typically say six to 10 would be max. And this isn’t taking into account company-wide meetings and all-hands and communication meetings. We highly endorse those. But this particular team conversation is when we have an opportunity, we have a challenge, and we really, really need to solve something together.

Pete Mockaitis
Okay. So, that’s one key tip then is to ensure that it’s not too big, it’s a manageable size, everyone can participate, have a piece of it. Any other tips for how to have great team conversations?

Stacey Engle
So, another tip for a team conversation is preparation as well. So, we make an analogy with a beach ball, so this idea that everyone sits on a different stripe in the beach ball. So, Pete, if you were in marketing and I was in finance, you may be on the red stripe, we don’t like finance being in the red, but let’s pretend. You may be on the red stripe and I may be on the purple stripe, and we may view an issue very, very differently.

And it’s very important that we have facts and preparation beforehand because the team leader needs to come in, and the goal is the team leader has prepped every single person with what the issue is and relevant background information so that that leader can really gain all stripes, like all perspectives. So, that preparation is important, and I just wanted to give that tip around the beach ball because it’s that visual metaphor of really thinking through everyone has a different perspective. And if you are going to walk into a meeting to get it right, not flaunt what you think we should do, you must gain each perspective.

Pete Mockaitis
That’s great. Thank you. Oh, go ahead.

Stacey Engle
The one other tip is, at the end of the beach ball meeting, the piece that’s super powerful is each participant basically absorbs all the information that has been discussed. And then the task is for each person to say, “If I was the meeting leader, here’s what I would do.”

Pete Mockaitis
All right.

Stacey Engle
So, it really is so insightful to gain other people’s insights, not just from their particular perspectives, but also how they have interpreted and how they’ve assimilated all of the perspectives.

Pete Mockaitis
That’s great stuff. And I’m liking what you’re saying with regard to just not assuming you’ve got the answers, and be curious in making sure we get all those perspectives there. I’m also curious when it comes to conversations where you do have an intention to persuade, and maybe this is a little bit of external-facing stuff, maybe it’s about sales or something. How do you think about those conversations?

Stacey Engle
Okay. So, our coaching conversation is a great sales tool. It’s all about mining for clarity and helping a coachee or someone you’re wanting to really help surface what the true issues are. And when you want to persuade or you want to connect with people, because I think a lot of persuasion or influence is really connection with a greater purpose or a different path. So, that coaching tool, you know, mining for greater clarity, and being able to surface what’s really going on, is amazing for persuasion and influence.

Pete Mockaitis
Certainly, because you got the connection and you understand what’s really going on and so you’re able to sort of make the connection all the more clearly associated with this service, or whatever will address this.
Now, you mentioned clarifying, which is something I want to cover because I saw that pop up a number of times on the Fierce website. What are some best practices in terms of asking great clarifying questions and getting to clarity in your conversations?

Stacey Engle
So, we make an analogy in the coaching conversation that questions are really the drill bits when you’re mining for water, and you’ll experience different layers. And the idea is that you want to have a whole cadre of questions that you use in different circumstances. So, when you’re asking, “What’s going on for you?” or something that’s very broad, our tip is to ask, “What else?” three times.

Pete Mockaitis
All right.

Stacey Engle
So, the idea is most of the time when someone is sharing the issue. So, if you open a conversation and say, “What’s the most important thing we should be talking about today?” the first thing they share, it’s often not the real issue. So, you want to help someone clarify for themselves, so asking more questions, asking, “What else? What else? What else?” is a discipline. Because it can be so tempting to give advice and to jump in or ask leading questions, like, “Well, have you ever thought of…?” So, clarifying is really about being intentional and having a practice to say, “What else? What else? What else?”

And then another tip for clarification is just repeating back, which many of us I feel were taught when listening. But the reality is many of us are not great listeners, and having reminders or cues, so if this is an issue for you that you like to jump in or you don’t ask as many questions, it’s great especially if you’re on a video call or a phone call to have a visual cue, to even write on a Post-It note, “What else? What else? What else?” just to remind yourself to really dig deeper.

Pete Mockaitis
And I’m curious, we talked about the drill bits analogy, and reminding, and “What else?” I guess I’m imagining “What else?” can often shift us laterally or to the side, but you’re saying, “What else?” can also get you deeper into the given matter.

Stacey Engle
Both.

Pete Mockaitis
Okay. So, “What else?” is one great one. And what else would you recommend in terms of great clarifying questions?

Stacey Engle
Well, sometimes when you ask someone, this happens a lot in meetings, if you ask someone, “Well, what do you think?” sometimes people will say, “I don’t know.” And we really encourage you to say, in not a snarky tone, “What would it be if you did know?” or, “Go there with me for a moment. I really want your input.”

Pete Mockaitis
All right. I like that because “I don’t know” usually means “I haven’t thought about it,” or, “I’m not yet comfortable telling you what I really think about it.”

Stacey Engle
Exactly. So, that’s a great practice to clarify and also to learn.

Pete Mockaitis
Any other great clarifying questions?

Stacey Engle
I think when you’re helping someone work through an issue, it’s very important to have emotional attachment. And people will really have different reactions and emotions to talking about emotions in the workplace, so questions regarding, “What do you feel about this?”

So, for instance, “When you consider all of these outcomes that are occurring, what do you feel?” That’s so important to ask because we are emotional. We make decisions emotionally and then rationally. Like, we rationalize our emotions. So, asking, “What do you feel?” in situations really can help move an individual and move a situation forward.

And the big clarification there is not saying, “How does this make you feel?” which is a very victimizing spin to that question. You really want to ask, “What do you feel?” because you want to keep accountability for all of the emotions that a person experiences.

Pete Mockaitis
Okay. As opposed to the thing is making you feel this way, so it’s just, “What do you feel?”

Stacey Engle
Exactly.

Pete Mockaitis
The response, okay.

Stacey Engle
“What do you feel?” versus, “How does this make you feel?” We always want to put people in positions of power and not victimhood around situations they’re in. So, that phrasing, “How does this make you feel?” is more of a victim statement instead of owning the answer to, “What do you feel?”

Pete Mockaitis
Yeah, and I like the distinction. It’s very helpful. And I want to talk about emotions here. So, a lot of what makes these conversations tough in the first place are those emotions, you know, you’re scared, you’re angry, you’re confused. These things are there. And so, how do you recommend to sort of, internally with your own personhood and brain and feelings, do what you need to do to have those conversations?

Stacey Engle
Well, the conversation itself is key. Preparation, the idea that you really sit back and frame, “What do I want to accomplish here? What am I trying to say?” and writing it down, or speaking out loud, however you need to work through those emotions or anger or resentment, you need to figure that out. And having tools, like a framework, whether it’s fierce conversations framework or other conversations framework, those tools really help you work through those emotions and give you confidence that all of us need to have these conversations. This is the human experience, and no one is going to die.

Pete Mockaitis
Yes.

Stacey Engle
So, although, we may, because of emotions, our bodies may go there, it may feel like someone may die. But the reality is there are so many marriages that have been saved by having the conversations that need to happen, so many lives and companies, their trajectories completely changed because they had that conversation that really mattered.

And sometimes we can’t even predict what those conversations when they will happen, what those conversations will exactly entail, so that’s why it’s so important to just, if you have emotions around a situation, that’s a good thing. That means you care. That means there’s something at stake. And being able step back and reflect on that, that’s key.

Pete Mockaitis
Okay. I dig that a lot. So, no one is going to die, we have some comfort there. And, indeed, the conversation can be saving. And we had Kim Scott talk about radical candor earlier on the show, and that’s kind of her story. It’s like, “Oh, boy, if I had this conversation earlier, I wouldn’t have to be firing this person right now.” There’s a lightbulb there associated with the benefit of going there.

So, let’s say, okay, you’ve done your work, you’ve kind of taken some time to think through your goals and maybe a framework, and then you’re just about to step into it. Any sort of pro tips for the presence or the emotional management so that you deliver it well in terms of you’re not kind of angry or timid or kind of anxious and putting out vibes that impede the effect of this conversation?

Stacey Engle
Well, one tip is absolutely to prepare it. That preparation should mean that you’re grounded at least going into the conversation. That’s square one. I think being transparent with the person that this conversation is a hard one for you is important. Oftentimes, we like to just, I don’t know, what’s the phrase, fake it until you make it. There’s a certain level of necessity, I understand, for those scenarios. And when it comes to conversations that are super important and central to your success or central to your happiness, being able to step in, say, “My intention here is to explore this with you. It is not easy for me.”

And when you learn our frameworks, we often encourage leaders. So, for the listeners out there, when you’re trying a new framework, or you’re trying something new, there’s absolutely nothing wrong with saying, “I’m trying this.” And just that humanity, I think, really can help squash the nerves.

Pete Mockaitis
Oh, thank you. And are there any other kind of magical phrases that you find yourself saying often or you recommend often? We’ve covered a few, like, “What else?” What are some other things that you find can be said frequently and sure are helpful when you say them?

Stacey Engle
Well, from a leadership perspective and even a peer perspective in your career, there can often be times we’re taught as coaches to have checklists and check in with our team members, so, “Are we getting these things done? Have we followed up on these items? Are we investigating something new?” whatever is on your checklist.

Checklists are great. And, in today’s labor market and in today’s current state, it’s very important to not rely only on a checklist. So, one question that we really love is to ask, “Given every single thing that’s on your plate, what is the most important thing you and I should be talking about today?”

Pete Mockaitis
All right. That’s good. Any others?

Stacey Engle
Well, oftentimes, there’s a slant to action, which I love. If you do StrengthsFinders, I’m an Activor which means I do like starting things. And one question, instead of saying, “What are next steps?” you can ask, “What is the most potent step you should take?”

So, that sounds very similar, but this idea of helping someone sequence, and say, “Okay, given what we just talked about, what is the first potent step that you need to take or we need to take as a team? And then, what’s next?” So, just helping break down the sequence of that can really be effective. That’s just a tip.

Pete Mockaitis
Well, thank you. Well, as we wrap up, I’d love to hear, are there some things you recommend not saying, or conversations that ought not to be had?

Stacey Engle
Well, we’d like you to delete “but” from your vocabulary.

Pete Mockaitis
Okay.

Stacey Engle
We want to say “and.” So, when you think about the team conversation, or multiple perspectives, the idea is we want to say, “This is true, and this is true, and this is true.” When you use the word “but” it often discredits. So, “I like your idea, but we already looked into that.” Or, “Oh, that’s a great way to think about it, but Stephanie is already doing this.”

Pete Mockaitis
All right, yeah.

Stacey Engle
It’s a mental shift. So, really deleting the “but” and replacing it with the “and” is really important.

Pete Mockaitis
Right. And that works frequently as I think about that, “Hey, thanks so much for mentioning that, and Stephanie has already started looking into it.” It’s like, “Oh, okay. Well, I’m encouraged.”

Stacey Engle
Right.

Pete Mockaitis
It’s like, “All right.” And the same point is made, you know, associated with, “All right. So, I don’t have to do anything else because Stephanie is running with it, and I’m feeling better about the exchange.” That’s cool. Well, Stacey, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Stacey Engle
Well, I think oftentimes people will say that they don’t want to have the conversation because it will take too long, or, “We don’t have enough time to have the conversations you’re talking about.” And I just really want to make the case for the quality of conversations versus the quantity. So, this idea that we can be intentional and know that there should be a beginning, and a middle, and an end to a conversation. And that it’s a tool that can get us to the next level in our career. It can shift something for us. That idea, it’s very important to pay attention and engage.

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

Stacey Engle
So, I love Anais Nin’s quote, “Life shrinks or expands in proportion to one’s courage.”

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

Stacey Engle
So, I tend to refer more frequently to questions than studies. So, one of my favorite questions is, “Given everything on your plate at this very moment, what’s the most important thing we should be talking about today?” And through that I hear a lot of studies.

Pete Mockaitis
Okay. And how about a favorite book?

Stacey Engle
A goodie and always a favorite Tribes by Seth Godin.

Pete Mockaitis
All right. And how about a favorite tool, something that helps you be awesome at your job?

Stacey Engle
So, Headspace. By meditation, having the right mindset is key, and that’s been a challenge for me, so it’s great to have a tool.

Pete Mockaitis
Okay. And a favorite habit?

Stacey Engle
Working out every single morning, even if it’s for 15 minutes.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with clients and listeners?

Stacey Engle
You get what you tolerate.

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

Stacey Engle
So, our website is FierceInc.com and my handle is @staceyengle.

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

Stacey Engle
I do. My call to action is to write down three people in your life who are central to your success or your happiness and decide what conversation you need to have with them, and by when.

Pete Mockaitis
All right. Stacey, thanks so much. I wish you and Fierce all kinds of luck and many meaningful conversations.

Stacey Engle
Thank you, Pete.