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946: Why Most Projects Fail and What to Do About it with Kory Kogon

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Kory Kogon offers her practical guide for effective project management–even when you’re not the official project manager.

You’ll Learn:

  1. Why most projects fail
  2. Key questions to ask before starting any project 
  3. The five behaviors of successful unofficial project manager

About Kory

Kory Kogon is FranklinCovey’s vice president of Content and Senior Consultant. She is the Wall Street Journal bestselling co-author of The 5 Choices: The Path to Extraordinary Productivity, and has appeared as an expert on TODAY, MSNBC’s Your Business, Forbes.com, Inc.com, and on FastCompany.com.

She is also one of the authors of the following FranklinCovey work sessions: The 5 Choices to Extraordinary Productivity®, Project Management Essentials for the Unofficial Project

Resources Mentioned

Kory Kogon Interview Transcript

Pete Mockaitis
Kory, welcome.

Kory Kogon
Thanks for having me, Pete. Great to be here.

Pete Mockaitis
Well, I’m excited to talk about your work, Project Management for the Unofficial Project Manager. I think a lot of people find themselves in that position of the unofficial project manager. Could you paint a picture for us for how that normally shows up at work?

Kory Kogon
Well, in today’s world, we’re knowledge workers, we’re paid to think, to innovate, to create, and execute. And when it really comes down to it, we are making things, things that have a beginning and an end. And as knowledge workers, we just quietly slip into the role of unofficial project managers without the training that official project managers would get. And people just use their talents and skills to push through when there’s actually a better way.

Pete Mockaitis
Okay. Well, can you paint a picture for us in terms of how well is that working for us so far, in terms of the state of unofficial project management at work?

Kory Kogon
Well, the state of it is that, generally, 65% of projects fail, and that can include official and unofficial project managers. But more down to earth and real is that wherever I go around the world, or the country, and speak with groups on Zoom or in person, when you ask them why projects fail, they always give the same reasons, that there’s unclear expectations, that there’s no clear communication, that they don’t have the right people in the right roles, that there’s scope creep. It goes on and on and on to this very similar list all the time, everywhere.

And, again, it’s because we’re trying to get projects done by the seat of our pants, and it’s really unfortunate because when we become scarred unofficial project managers, because we all go into these projects sort of expecting those bad outcomes, and so from an engagement point of view, where are we when it comes to projects? So, that’s a little bit of the landscape that that we need to push through. And like I said before, there’s just a better way when people become aware of just the organic nature of us being unofficial project managers.

Pete Mockaitis
And this 65% figure, I really want to dig into that because, I mean, how precisely are we defining a project has failed?

Kory Kogon
You know, it could be it was off budget or it didn’t meet its scope. So, again, it’s a wide berth to say that, you know, to pose that number. I don’t have the empirical data for you exactly, but it’s an estimate out there.

Pete Mockaitis
I guess what I was thinking is like, if the project is to start a profitable business, I would expect, a vast majority of the, in fact, would fail. Although, if the project is to, you know – why is this so hard to think of an example? – redesign our loan approval process is the project. That feels very much like, “Okay, that’s within the control of an organization to do that.”

So, you’re not aware if it’s like entrepreneurial, sort of risky market-facing factors are at play within the 65% figure, or it’s pretty much, no, it’s just, this could have been done, but it didn’t happen because of those very ordinary means by which things fall apart?

Kory Kogon
No, I think it’s a little bit of both. There are all kinds of forces that affect everything so it’s a little bit of both. And those outside forces might be constants that we need to deal with. So, I think there’s a lot in there. I don’t want to say, “Oh, well, you know, if people clarified expectations, it would be 100%.” It’s very rare to even get to 100%. So, even if we took 65 and reduce that to 40 or 30, the return on investment to anybody would be amazing.

Even an entrepreneur starting a business and gets slowed down because things aren’t progressing as fast, so they couldn’t get the money fast enough. Or the building, I mean think about constructing a building for a business and when it gets slowed down, so even if we don’t into that number a little bit, regardless of the factors, the return on investment is pretty huge.

Pete Mockaitis
Okay. So, then, I’d love to get your perspective on, from all your research and work here, what is the top thing that makes a huge difference and yet is done so infrequently in terms of ensuring project success?

Kory Kogon
The top thing, again not empirically, but just from our experience and what we hear a lot is unclarified expectations. And, again, you could be running the gamut of, “Is this a solo entrepreneur starting a business that has this project in their mind so they’re clear on their own expectations?” But even then, I can see traps along the way versus a 10,000-person organization where they’re working on projects and have big key stakeholders at the executive level, and everybody’s pulling in a different direction.

But I will say, clarified expectations. So, even an entrepreneur who is starting a business, if they are like, “Well, maybe we should do it this way,” or “Maybe we should do it that way,” and they don’t come to clarity to say, “Okay, we’ve got this clarity. Now let’s execute,” it really will step them back. So, I would say that is one of the biggest ones out there around clarifying the expectations or clarifying the scope of the project, first and foremost, is probably key.

I’ve also seen in some of the bigger organizations very painful scenarios of project managers trying to jockey the politics, and this key stakeholder wants this, and the other one wants that, and trying to do a project without that clarity, and it’ll kill you in the end.

Pete Mockaitis
Well, Kory, it sounds like you’ve got a story in mind. Please, tell us a dastardly tale of unclarified expectations and what went awry.

Kory Kogon
Well, one story, one person that I talked to, it was just really amazing. She was talking about the project that they were working on, and it was a big team of people, and they’re four months into spending a ton on it, and a stakeholder showed up, and said, “No, no, that’s not the direction. We need to go in this direction,” and that person had a lot of influence, and they had to stop the whole project.

And once you stop a project like that, they had people that left the organization because of that, and trying to find the money to redo all of it just brought everything to a standstill. But it was more, you sort of had to be there, the pain on this woman’s face as she was telling this story of failure, and I think also, it’s not just that they didn’t clarify expectations.

It’s that how it makes people feel when, because no matter what, even though it was an outside force, if you will, to change something, all the good work that this person and the teams had done to get there suddenly went away, and it makes you feel like you don’t know what you’re doing, and there’s nothing worse than people feel like they don’t know what they’re doing, and I think that leads to shame, which is another terrible thing that people have to deal with.

So, the cost is not just financial. It’s social, emotional, all from this idea of, “Can we just get clear up front on what this project is?” And if we’re all clear, in this new world of agility, as we go, we’ll get feedback, we’ll do it in a measured modern kind of way, so we make the project better and better, to apply and supply the value that it was meant to supply from the beginning.

Pete Mockaitis
All right. And what are some of your favorite best practices, or key questions, or means by which we can get outstanding clarity right from the get-go?

Kory Kogon
So, the first thing is to understand you do need to ask questions. It’s amazing to me, Pete, how many people will say to me, “Well, I’m afraid to ask questions because they’re going to think I’m stupid or something, that I don’t know my job.” I’ve been in executive leadership for many years. If you don’t come and ask me questions about a project that I’m involved with, you’re making a big mistake because then you’re trying to read my mind, and I will come to you later and say, “Well, wait a minute, what about this?”

So, best you come to me and ask questions and don’t worry that I’m going to look at you and think you’re not smart. That’s totally not true. So, that’s number one, is get that, “ I do need to ask questions of key stakeholders.” The second thing is, when you go to ask questions, is that you go with a clear outcome of the project. So, it’s not, “Hey, well, you know, senior leadership says it’s important, Kory, so I need you to tell me what you want.” I don’t have time for that.

But if you came to me and said, “Listen, from what I know so far, that this is going to increase our bottom line by 10%, or it’s going to engage our people in a way they haven’t been engaged before, so we cut retention,” now we’re talking, now I have some concrete things that I can go on, so I will make the time to listen to your questions.

And so, the last thing I’ll say on questions is make sure you come prepared with a couple of really good – we call this the question funnel – open questions, meaning, “So, tell me, based on what we know, why is this project important to you?” Detailed questions, so that when somebody says, “Well, it’s important because senior leadership said so,” that instead of like, “Okay, fine,” knowing that’s not a real answer, we can ask a detailed question of, “So, what does important mean to you? What does that mean to the organization?” and you drill into it.

And then a closed question, meaning confirm what you heard. When somebody says, “Well, I think we’re going to put $100,000 towards the budget.” Don’t run off and go, “Yay, we have $100,000.” You want to confirm it and say, “So, you said $100,000. Are we final on that? Do we need some meeting on that? What’s the next step to make sure that that’s the budget?” So, we close it up and get confirmation.

So, those three, the question funnel, in addition to make sure you don’t feel that it’s silly asking questions, and having a good outcome so somebody pays attention to you, and then these questions, you’ll be really set to clarify expectations.

Pete Mockaitis
I like the visual of a funnel there in terms of open at the top, it makes sense at the beginning that we can be a little more exploratory, broad, expansive, make sure we don’t constrict too early. And then, yes, at the end, making sure that we’ve got what we need, those key bits of finality and closure. Can you share with us any particular specific questions that you have found often open up oceans of clarity when folks take the boldness to go ahead and put them forward?

Kory Kogon
Well, it depends on the situation. I don’t know if there’s any magic bullet, and one that I said before, knowing what we know about the project, “How do you see its importance to our team, to the organization?” That, I think, is a main question. One of the questions that I said to you before, this idea of confirmation to knock out assumptions, which are killing a lot of organizations, because everybody assumes they know what somebody else is thinking.

And so, just every step of the way, without being obnoxious, “So, is that how we want to move forward? Is that how you want me to write that down?” So, just really making sure we have the confirmation. And any question that will lead to a more measurable outcome. So again, in that detailed question, “But what will success look like for us?” So, I should be able to answer that and other people should be able to answer that for you. If we’re doing an event to improve customer satisfaction, how will we measure the outcomes of this? That is key to an agile project management world we live in.

Pete Mockaitis
Yeah, I think that’s huge in terms of moving past fuzzy language to concrete language, like, “We really want to delight our customers,” or, “We want to grow. We want this to be a big opportunity,” is okay. So, is any positive incremental amount growth, and thusly we get to celebrate victory, and what did you mean by a lot, “Oh, wow, your ‘a lot’ is way, way bigger than my ‘a lot’ assumption”? And so, driving to that extra level of confirmation can really be quite eye-opening.

Kory Kogon
It can, and this whole notion of squeezing out assumptions. So, I think a key principle for project management, which is a little bit out of, not left field, but I think will be of interest to everybody, is this notion that words are only the code by which I’m describing the picture in my mind. And so, when somebody says, to your point, Pete, “Well, make sure this is done in a quality way.” “Okay, boss, got it,” and off I go, and I do things in what I think is a quality way, and I come back and show Pete, and Pete’s like, “What the heck is that? That’s not what I meant.”

But the word quality goes back to those detailed questions. The word quality means something different in your mind than it does in my mind. And as a good project manager, if I understand that principle around language, quality, trust, any words you can think of, feast, any kind of word, we call it a fat word, because there are so many different meanings that it’s imperative that people ask questions to make sure we are on the same wavelength, “What do you mean by quality?” And you continue to drill down until you feel, without being obnoxious, but until you feel like you’re on the same wavelength with the person you’re talking to. That’s a life lesson, not just a project management lesson.

Pete Mockaitis
Oh, certainly.

Kory Kogon
As I know from my own home.

Pete Mockaitis
And what’s funny is the word quality, it seems like, “Of course, we all like quality,” but that could actually be pretty dangerous. Like, Kory, if you tell me, you want something to be the high quality, I mean, watch out, because I’m thinking, “Okay, high quality means this is the best in the world in its category, or at least top 1%. Therefore, it’s probably going to take dozens or hundreds of hours to execute.” It’s like, “Oh no, no, no! When I said quality, I don’t want you to go deep into the land of obsessive, hardcore craftsmanship. I just mean it needs to not break.” It’s like, “Oh, okay, quality.” I’m glad I asked.

Kory Kogon
Yeah, exactly.

Pete Mockaitis
Alrighty. Well, so that’s one huge piece of failure there, is unclarified expectations, and we fix that by clarifying, asking a lot of questions, being bold, getting super clear. What is another major cause of failure and the antidote?

Kory Kogon
Well, I’ll give you sort of this overarching mindset that we say that project success equals value, plus people, plus process. And without getting into the details, the Project Management Institute updated their standard to one that more resembled the agile world, which means, “Are we bringing full value to the customer? And how are we being agile along the way to get there?”

So, we actually updated our mindset from people plus process equals project success, to value plus people, plus process, equals project success. So, to your question, the people part and the leadership part, much failure comes because project managers, in some cases, never intended to be leaders. In some organizations, they chose a technical track or a genius track, not a leadership development track, and a lot of people just don’t get it that people do the work. So, “Am I somebody that is inspiring people to want to play on my team and will play to win?”

So, with that, there are five behaviors. We said, out of all the leadership stuff out there, because if you think about it, Pete, when you think about the failure list – lack of clear expectations, lack of communication, wrong people in the wrong job, scope creep, all of that stuff – and then we’re saying, “Okay, yippee, we have this project to do,” and the people that are doing it are living inside that failure list unless a leader is its own failure, unless a leader knows how to pull them out of that, using a good process, and inspiring people to want to give their best.

And so, out of all the leadership behaviors out there, all the leadership development that people can take, we’ve narrowed it down and said, “You know what? For this, for now, if they just master five behaviors, that will go a long way to inspiring their team to want to do the work and want to win.” And those behaviors are: demonstrate respect, listen first, clarify expectations, extend trust, and practice accountability. And those five behaviors come from what we call the 13 Behaviors of High Trust Leaders. So, just those five.

And I always say our parents taught us to do those things, right? And when you’re under pressure, listen, I’ve been in leadership for many years. I’m born and raised in New York City. You probably can tell from my accent. I move fast and hard, and my default nature is just, “Let’s go get them.” And under pressure, not that I don’t want to respect people, but I have to be really careful, because my demeanor, I live in Arizona, my demeanor can be one that’s really to the point and a little gruff from time to time, and people could feel like I’m not respecting them.

So, when I’m under pressure of a big project, I really need to take a deep breath and think about it. Listening first also can go out of the window when you are under pressure. It’s like, “Yeah, yeah, yeah. No, I just need you to do it the way I said so,” which is I always say it’s so much easier to be a bad leader than a good one because I have to really think about being good, kind of thing.

So, all of these, clarifying expectations, for the team member, not just the project, but it’s not just, “Pete, just do this task with blinders on.” It’s, “Pete, let me explain. For you to do this task means that it’s the piece of the puzzle that’s going to make sure this all happens.” Like, “Whoa, okay, now I get what my task is as a contribution, not just a thing to do.”

Extend trust. People struggle with delegation. You got to let the team members do the work. And then practice accountability. If I am not a model of accountability before I hold you accountable, and if I let you show up late three days in a row, and the team sees that there’s no accountability, everything’s going to fall apart. So, those five behaviors are key to a project manager leading a project and staying off some of the failure list.

Pete Mockaitis
Okay. Well, now you also mentioned you’ve got five project phases: the scope, plan, engage, track, adapt, and close. Can you walk us through those and some of the best practices there? It sounds like we got a little bit of goodness on the scope side. Any more you’d add to that?

Kory Kogon
I would. A key thing that people struggle with that they should be aware of, I mentioned, well, first of all, is how you get access to stakeholders, and I explained a little bit about that before, is you’ve got to have the right story to make sure people will make time for you. But then the other thing in scoping is making sure that you are able to get key stakeholders on the same page. That when they have differing opinions, are you good enough using those behaviors to get them in a room and help negotiate getting clarity on the scope? So that’s a key thing as well.

And I’ll also say within that first one around scoping is identifying key stakeholders. And it’s interesting because we give a little thinking tool called the key stakeholder dance, which is, “Who makes the decisions? Who has the authority? Who has the need?” Those are all the signers. The last two, C and E, is, “Who has the connection? And who is the energy?” And those are not signers. Those are people, like connections, I have people out in the field that they have so much influence in the organization that when I have somebody with negative energy or there’s politics, I can call them to the table and they can help smooth things over.

So, a lot of times that’s a big takeaway for people to really go back and revisit their key stakeholder list, and say, “Did I forget those people?” Because I usually go for just the signers and the ones we know. So, that’s scope. In plan, there’s really two key things to do. One is, “How do I identify and get my arms around risk?” so risk management. And people are working on a lot of projects at the same time. So, if we identify 10 or 12 risks, can we manage a million things? So, how do we prioritize risks and just focus on the ones that are really key?

And the second part of plan is the project plan, which is always everybody’s favorite part because they just tremble at the idea of a Gantt chart. And the interesting thing is it becomes this great visual scoreboard that once you know some project management principles, you’d be amazed at how easy a Gantt chart can be and how strategic it can become to your entire project and your team. So, that’s a little bit about a plan.

Scope and plan together, make up, “I’m ready to go, and now we just need to execute.” So, I’ll pause there, see if you have any questions.

Pete Mockaitis
Sure thing. So, with Gannt charts, for those who are not familiar, can you describe this life-changing magic and what makes it so amazing?

Kory Kogon
Yeah, and people will say, “Kory, get a life. You get so excited about a Gantt chart.” And sometimes they’ll say, “Demystify success for the unofficial project manager,” because it is a demystification. So, a lot of people, when we ask them, what do they used to you know plan a project or to track it, and most times, and we do poll after poll after poll the, answer always is in the majority, Excel. And then some people are using some things like Monday.com. I mean, there’s a bunch of things out there, Google Sheets and all that kind of stuff.

And they use Excel, and it’s interesting because the Gantt chart program, so think, and I don’t represent them, Microsoft Project or Smartsheet on the Google side, and I have no allegiance to any of them, but essentially, they are Excel and project management principles included. So, here’s the big demystification, which I love, is when you understand the concept of dependencies, that one task must get done before the other task gets started, as an example, and you tie those things together, the software will allow you to tie those things together, and you learn the difference between work hours and duration.

So, work hours is, “Oh, yes, Pete, I can get that list to you, or the customer list together, in four hours, no problem.” Really? You have seven other projects going on, your team is busy, also somebody’s on PTO, and really the duration is two or three days to get those four hours of work done. So, if you input dependencies and duration in your task list, then you’re going to end up with what’s called the critical path. Another terrifying term to so many people.

The critical path is a wonderful thing. The critical path will light up in a Gantt chart and show you the shortest amount of time it’s going to take to get those tasks done that must be done on exactly the way you have them in order to finish the project right here. It lights up. So, suddenly, you have this magical strategic tool that shows you how this project needs to go, and how you might need to put your best people on critical path items because they got to be done right then and there.

So, it’s not for the faint of heart and it’s not for like brand-new people training. You want to make sure that you have the right people on critical path items. And if a critical path item is in danger, it allows you to think about, “Okay, Mary, you know what? You’re on a task that isn’t so critical. Can you help Pete out because we really got to get this done?” So, it just turns an Excel spreadsheet into a magical strategic project management tool that’s not as hard as everybody thinks.

Pete Mockaitis
Okay. And so, are you saying that you’d recommend, if you’re using Excel, try Project or something else? Or are you saying, “Get the magical plugins that make Excel do this for you right away”?

Kory Kogon
I’m not that good to know if Excel has the plugins, but I would say, and we say in our courses too, we’re not here to make experts of Gantt charts. And we’ll say it in the book as well, give it a try. So maybe it’s Microsoft Project, there’s a lot of online programs out there. Give something a try. Take a deep breath. Learn those principles, and then see how it works for you.

Pete Mockaitis
And I think a cool thing to highlight in terms of those principles and the notion of the critical path is that there are some activities that we can do serially. Okay, not serially, but parallelly. We could do some things at the same time, and it’s all good. Team A is working on some marketing stuff, which they can do before Team B does the engineering to make the thing actually exist. That’s possible. We don’t have to wait until we could actually see it and touch the thing in order to start getting some marketing things together.

However, when it comes to photographing the thing, it needs to exist first in order for it to be honestly photographed. And so, that is how you really start to see that differentiation between, “Are things done in parallel or serially?” and then the stack of things that are dependent on the prior things extend outward horizontally to become the critical path on a chart. And so, it really is pretty eye-opening. And as you go, “Oh, well, we can get started on all these things right now, but we absolutely cannot start this until that’s done, so we really, really, really got to make sure that this piece doesn’t get delayed here.”

Kory Kogon
A lot of times we just intuitively think about that as unofficial process, “Oh, well, you know, yeah, we need to do that, but we’ll check with them, and we’ll probably get that on Tuesday.” This makes it very specific. And you said it beautifully, things can work in parallel and these dependencies are finish to start, start to finish. So, there’s a few different ones in there that link them together.

I always like to talk about Thanksgiving in the United States dinner is turkey, you know, turkey dinner. And when you think about cooking, how all that works, you sort of intuitively know, “Well, I need to put the turkey in four hours ahead, but the potatoes need to go in ten minutes before the turkey is ready.” So, it’s very similar. We’ve been doing it intuitively, but when we get it down into a chart and let the chart help us manage, it’s really amazing.

Pete Mockaitis
Certainly, and then you start to have some fun thinking about the resources and the true bottlenecks, and it’s like, “Oh, well, this doesn’t even need the oven at all, so easy-peasy. I’ll just use the microwave for that, and away we go.” Okay. Well, so now let’s hear about the engage.

Kory Kogon
Well, that takes us right back to the people part because this is where, if we’ve got scope and plan, and we want to engage, this is where we need to help our people do their work and hold them accountable, so we say inspire shared accountability. And so, if you think about if we’ve got a good, or whatever you’re using, it should be a visual scoreboard, much easier in this day and age because everybody can go online and see what’s what, whether you’re working remote, or hybrid, or whatever. So, really good versus having to bring a chart into a room.

So, everybody has visibility into my well-done, whether it’s a Gantt chart, or however you end up doing it, and what we recommend, and we’re very famous for this at Franklin Covey, is what we call a team accountability session, because people are already rolling their eyes, saying, “Of course, you’re going to tell me to do another meeting.” We work our meetings and our accountability, we like to say, from the bottom up. That this is not about the leader holding the team accountable. It’s about the team wanting to play to win.

So, this team accountability session is maybe a once-a-week meeting, that is not a staff meeting, it’s not an operations meeting. All it is, it’s like, forgive me, using a sports analogy, but like a sports huddle. The team gets together and everybody commits to, “This is exactly what I’m doing this week to make sure this project stays on target.” And the job of the leader in that meeting is to only, what we call, clear the path.

So, everybody comes to this very short 15-minute meeting, of course, depends on how many people you’ve got on the team. Everybody knows where they are, and they are reporting out, “Hey, last week, I said I was going to do this thing, got it, done, moving on. Next week, I have a million things to do, but here’s the one thing I’m going to do to make sure this project stays on task,” and the project manager is in the background clearing the path, “You know what? I can’t get through to facilities, they’re not answering my calls. I can’t get my thing done to get the parking set up.” And so, great, my job as a leader, I’m going to call facilities so you have a clear path to be able to do that, and the meeting is over.

And that is just, so it’s the people are making the commitments to what they’re going to do to keep that project on track, not the leader, and so it creates this engagement by the team and they high-five and they go out. That’s sort of the cadence of accountability that we do. Doesn’t always go perfectly. Lots of times people come to the meeting, “I didn’t get to it.” So, what the leader has to really learn is, “How do I tell Pete? He didn’t do his commitments, and he just announced it in the meeting, how do I let the team know that I’m holding him accountable without embarrassing him in front of everybody else, and turning the team against me at the same time?”
So, there’s a lot of learning that goes into that, and also, “How do I, if somebody is chronic, where they haven’t shown up for three weeks, how do I have a performance conversation with them to understand what’s going on and set it right?” So, the pathway is to engage through this bottom-up team accountability. And I say bottom lovingly, meaning the people who are doing the work get to speak and make the commitments, the leader is behind them. And then, “How do I keep things going because something’s going to give because we’re not perfect?”

Pete Mockaitis
And, Kory, I’d love it for you to give us a demonstration. Indeed, let’s say I show up and I didn’t do the thing, how does one respond in that artful way that you described that checks all the boxes you’re looking to accomplish there?

Kory Kogon
It’s a great question, and I’ll do it with you. So, go ahead, tell me you didn’t do something.

Pete Mockaitis
“Oh, yeah, sorry, no, I didn’t quite finish that one up.”

Kory Kogon
“Thanks, Pete, for letting us know. Can you tell us a little bit about what went…? I’m sure we’re all so busy. What happened?”

Pete Mockaitis
“Yeah, that’s the thing. There’s just been a whole lot going on in a lot of directions, and, yeah, unfortunately, I just didn’t get to that.”

Kory Kogon
“Okay. Well, I get that and, again, I know, I can tell it’s on your face, too, how crazed everybody is. We’re all busy. You made that commitment last week. So, what is it? Is there anything that we can do to help you? Because now we have that commitment and we need your commitment for next week. So, what can I do to help you to make sure that we hit our commitments by the time we come back next week?”

Pete Mockaitis
“Well, yeah, I appreciate the question. I guess it’s just really tricky with my boy, my youngest kid just isn’t sleeping well, and so then the rest of us aren’t sleeping well. And then, I don’t know about you, when I don’t get the sleep, I’m kind of dumber and slower in everything I try to do on a given day. So, I don’t…it’s probably not practical for anyone to show up and tend to the children in my home. So, yeah, I’m kind of drawing a blank.”

Kory Kogon
“Yeah, it sounds a little frustrating. Everybody in this room is really nodding. Everybody has kids. Well, here’s what I would suggest so we don’t hold everybody up. How about you and I take this offline and then we’ll figure something out. Does that sound okay?”

Pete Mockaitis
“Oh, sure thing.”

Kory Kogon
“Okay.” So, if I had gone any further with you, the tension would really rise. Somebody might have said, “Well, you know, I had these three other projects and I couldn’t get to it, and you made the commitment.” So, somebody might have said, “Well, you know what, I couldn’t get to it yesterday. I’ll get to it tomorrow. And here’s my commitment for next week. I’m going to keep it really light, but I can get this done to make sure that…” and we would agree and go on.

But you pushed me to the second part, which is we need to have a performance conversation offline because, had I gone any further with you, like I said, the tension was rising in the room, and it starts to become embarrassing for everybody else.

Pete Mockaitis
Yeah, and they don’t need to hear about you and me troubleshooting a sleeping…

Kory Kogon
Exactly.

Pete Mockaitis
In terms of just like respectful of their time. But I really do appreciate how you made it clear. And it wasn’t super ominous, like, “You’re going to get a talking to by the principal.” But it was just clear, it’s like, “Okay, that’s not just going to get swept under the rug. Something is going to be done to address that,” and so the team gets that memo. And so, if someone was new, it’s like, “Oh, duly noted, not getting to it doesn’t work here.”

Kory Kogon
Exactly.

Pete Mockaitis
“Okay, message received.”

Kory Kogon
That is the key, that when you do this well and don’t lose the respect of the team, like if it had gone further and we took the gloves off, that’s bad because what will happen is just group dynamics. The group will defend you more than the leader, like, “I can’t believe she’s doing that to Pete here,” that kind of thing. But what does happen, like you said, “I got the memo.”

And that’s the key, is by handling it when it happens somehow, what people are sitting there doing is exactly what you said, they’re like, “Okay, I am never, ever, ever, ever going to put myself in that position of not coming to this meeting without my commitments done,” or “I’m going to let Kory know beforehand so we can work it out.” And that’s the key, that’s accountability. That’s a great thing where people are thinking it up themselves instead of dropping the hammer on them, like, “You will do your stuff,” kind of thing.

Pete Mockaitis
And I think that’s powerful, is that you didn’t need to shout, or be mean, or do name calling, or, like frowny faces. You didn’t have to do any sort of a toxic behavior for it to feel plenty uncomfortable such that I wouldn’t want to do that again. Like, people love to complain about their bosses, nor do I think I could be like, “Can you believe what Kory said to me?” It’s like, “I kind of can. Like, that’s seems kind of like a reasonable response from a leader, even though it sucked for you. Sorry you had to go through that.”

Kory Kogon
Right. And even when you said no frowny face, for me, some of my best friends, I’ll be sitting with them and I’ll get a nudge, and they’ll say, “Talk to your face,” because I could be showing my hand on my face. This whole thing around leadership, and even with these five behaviors, leadership is a choice. And project management, again, we didn’t choose to be people leaders, but if you’re a project manager, you’re leading people, and you have to talk to your face, and you have to be very measured about this and very self-aware, and emotionally intelligent in dealing with people and getting things done.

Pete Mockaitis
All right. Thank you. Well, so track, adapt, and close, we might do the quicker version of those.

Kory Kogon
We can, because if you get the first two groups done well, and we’re engaging, then track and adapt, we’ve been doing it all along. Track and adapt is really about the whole agile movement that we did have a scope, not that we want scope creep, but are we building in feedback loops, really listening to people to make sure that we are delivering value on the project? Market forces change, things change out there, and so track and adapt as a team. Do we have the agility to be able to do that? As a leader, am I leading my people in the right way around that?

Close is always so interesting because if you talk to people, one of the things they’ll say is, “Do you have a bunch of projects that never end?” And people will laugh and say, “Ugh, all the time.” So, we got to finish them because it’s easy to start them, hard to finish them. But we finish them and the most important thing, again, remember we want an engaged team, is to have that closing meeting. When I get that meeting notice, I roll my eyes, like, “Ugh, the closing meeting.”

And then when I’m in it, I’m like, “I’m glad we did it,” because the team gets recognized, the key stakeholders are there, and it’s a place where people can share a retrospective, “What went well? What didn’t?” people can voice their concerns, we can celebrate people, and it really sets people up to be even more engaged for the next project. So, that’s track and adapt and close.

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

Kory Kogon
I think what I said, this is not for the faint of heart but it can be done. And whether you are a solo project manager, these principles are in play. Or, if you’re leading a group in a large organization, the same things apply when you put your mind to it. So, I think that’s a final statement on that.

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

Kory Kogon
Yes, I do have a quote, and that quote is by Dr. Stephen Covey, and it goes to everything that we’ve been saying. And what he said is that, “Fast is slow, and slow is fast.” And I really get on board with that in so many ways as a leader when it comes to projects, when it comes to managing home life, and 30 years in a relationship. Fast is slow. Slow is fast.

If you go too fast on a project, you’re going to pay the price at the end. If you go too fast as a leader trying to get work done and don’t take care of the people, it’s going to slow you down at the end. If you slow down, because I’m sure people on this call, Pete, also were going, “Hey, I don’t have time to scope and I don’t have time to go find other key stakeholders and all of that,” but we call it front loading, and so if you slow down to do the work up front, it’ll speed things up in the end. So that’s my favorite quote.

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

Kory Kogon
I’m a fan of Dr. David Rock, who is the founder of the NeuroLeadership Institute, for many years, and I was lucky enough to be able to get a certificate of NeuroLeadership Foundations. So, I love following his work because it’s very, obviously, research-based and has everything to do with how the brain works. And in this world of knowledge work, we have to optimize our brain.

Pete Mockaitis
All right. And a favorite tool?

Kory Kogon
A favorite tool, I think it’s interesting, here’s my old school-ness – tables in Word.

Pete Mockaitis
Oh, yeah.

Kory Kogon
That is helpful to me because I write so much, and it’s always interesting when I see people write text in Excel, but a table for me is really good. And Notion now is a favorite tool of mine as well.

Pete Mockaitis
Okay. And a favorite book?

Kory Kogon
A favorite book is actually Quiet by Susan Cain, because I am a raging introvert.

Pete Mockaitis
Okay. And a favorite habit?

Kory Kogon
My favorite habit is walking. I like to walk. Again, going back to the brain, that I work really hard, like so many people do, and continuously, and that is not a good thing, even in the day-to-day. You need to take breaks, and that break will increase your productivity by a certain amount. So, when I take a break, I like to go out and walk, and on the weekends, I live in the desert, so it’s a great habit to help me think. And a lot of times, I’ll come in my office, look at my computer, read something, and then go take a walk to let it synthesize.

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

Kory Kogon
We would point them to, you know, you can get the updated version of Project Management for the Unofficial Project Manager at any of the booksellers, Amazon, etc. You can find me on LinkedIn, and you can go to www.franklincovey.com to see this and all of the other things that we have up there on people development.

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

Kory Kogon
Remember that it’s about the people, number one, if you’re a leader; and number two, regardless of your role, that you have every opportunity to work in your circle of influence if you let go of some of the things that you can’t do anything about. It’s a tough time in the world right now and in the workplace, and so if you just really take a deep breath, count to 10, and focus on things that you have control over, you’ll find that it’s easier to get through the day-to-day with a pretty good contribution at the end.

Pete Mockaitis
Awesome. Well, Kory, thank you. I wish you much luck in all your projects.

Kory Kogon
Well, thank you, and thanks for taking the time with me today, Pete.

944: Becoming a Leader that People Want to Follow with Jon Rennie

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Former submarine officer Jon Rennie outlines the leadership principles that make people want to follow you.

You’ll Learn:

  1. How to deepen your connection with your team
  2. Why to let your colleagues fail more 
  3. Your fastest path to standing out 

About Jon

Jon is the Co-Founder, President & CEO of Peak Demand Inc., a components manufacturer for electrical utilities. He is a former U.S. Navy Nuclear Submarine Officer who made seven deployments during the end of the Cold War.

Before starting Peak Demand, he led eight manufacturing businesses for three global companies. He is the author of three best-selling leadership books and hosts the Deep Leadership podcast.

Resources Mentioned

Jon Rennie Interview Transcript

Pete Mockaitis

Jon, welcome.

Jon Rennie

It’s good to be here, Pete.

Pete Mockaitis

I am excited to have this conversation. I’d love for you to kick us off with a riveting tale from your days in a nuclear submarine during the Cold War. Bring us into the scene.

Jon Rennie

Well, can you imagine 155 guys getting on board a submarine, then locking the hatches for 100 days, where you deploy out in the middle of the Atlantic Ocean for 100 days, and you’re with the people that you deploy with, you have to get all these very difficult things done? We had 24 nuclear missiles, a nuclear reactor, and the average age was about 20 years old, and I did that seven different times in my life. So, it’s kind of an interesting experience. It’s certainly a great place to learn how to deal with people, how to get along with people.

Pete Mockaitis

Absolutely. And, jeez, you know, Jon, do people ever just go nuts down there? Like, how does that work? How do we prevent for that? Because that seems like there’s a reasonable probability that at least a couple of those folks would just mentally lose it. I don’t know if I could handle it. Like, how do you train for that?

Jon Rennie

I don’t know if they train for it, but they do screen, they do a lot of psychological evaluations, but here’s how they really test you. On your first deployment, they actually have you climb inside of a torpedo tube all the way with a grease pencil to write your name on the end, on the outer door of the torpedo tube, and then they shut the inner door while you’re in there. And that’s their test to see if you’re claustrophobic.

Pete Mockaitis

Okay. Well, so you’ve got a couple books here in terms of sharing what business professionals can learn from sailors and their experience in submarines.

Could you give us a cool example of a story, of a principle that you know you’re right, you teach about it, and how it really came to life and transformed someone in their profession, or, in particular, into a leader worth following?

Jon Rennie

So, one of the big things about being on a submarine is that there’s a shared level of responsibility, so every sailor is critical to the operation of a submarine at sea, and no person is more important than another. So, we have a shared responsibility to operate the submarine correctly, complete the mission and get home safely.

Now, the other side of it is we have a shared vulnerability, so if anything goes wrong, if your most junior sailor turns the wrong valve, everyone perishes. So, there’s not like one person dies, we all die. So, there’s a shared level of responsibility and vulnerability that is kind of unique to just about any other organization.

And you can imagine, when I came out of the military and went into the corporate environment, I didn’t get that same feeling.

There were certain people that had certain privileges and other people that had other privileges. And when things went bad, the people with the lower privileges are the ones that get laid off. So, the manufacturing workers or the call center people, they’re the ones that always got the brunt of whenever there were layoffs.

But when I started running manufacturing businesses after I got out of the Navy, I took that philosophy of “We’re all in it together and we need to have a shared level of responsibility and accountability to the business results.” In fact, my second belief, “All in the Same Boat,” because, literally, I learned leadership in a boat, all of us together working towards a common objective.

Pete Mockaitis

Okay. And could you share with us a tale of a time where you shared these principles with folks and someone really latched on and incorporated it, made it their own, and put it into practice, and saw some cool stuff happen?

Jon Rennie

Yeah, my first plant that I took over, I was young, 32 years old, I was the youngest plant manager in that plant’s history. And I came there and I noticed that there was an us-and-them attitude in the manufacturing plant. So, the hourly people kind of stuck to themselves, they had their own bathroom, they had their own areas where they congregated, and the salaried people had their own areas, too. And I kept thinking to myself, “How do we become one team?” We have sort of two separate areas, we live two separate lives, we didn’t have a lot of shared experiences.

And I wanted to get back to those days, like, for example, on a submarine, you stood long watches, six hours at a time, with your coworkers, and you really got to know them, they understood what your challenges, you understood their challenges. We just didn’t have that in the corporate world in this manufacturing plant.

So, I implemented this process called Fridays on the floor, where the first Friday of every month, I went out on the shop floor for four hours, and I work, and every month, I go to a different department and I work. And so, I’d actually operate the equipment, I would get to know the people, they would get to know me, and I learned that there was a tremendous amount of information on the shop floor that most of the salaried, most of the manager, they weren’t even aware of.

So, it was like there were two different worlds we live in. We weren’t one boat; we were two separate boats. And when I started doing that, I kept learning more and more about the way things operated, and the concerns that people have, tooling that was bad, procedures that were bad, all these things that I learned when I was doing it. And when I would come back and talked to the other managers, they didn’t understand my passion, they didn’t understand what I was talking about.

So, over time, we actually created Fridays on the floor for all of our management team, so we all would go out every Friday, we’d rotate different areas. And then after those four hours, we’d come back into one of the meeting rooms, and we would talk about what we learned. And what was interesting is that we basically started bridging that gap between the hourly and salaried people on that site, and we started fixing all these problems that have been going on for years and years that kind of have been ignored.

So, just by doing that, by getting out on the shop floor, and actually spending time with people, we actually built that bond, we built a connection, and we sort of built a common view of the businesses. And so, we ended up on that business, well, I was there for almost four years, and we were able to just improved our processes, reduced our scrap. We ended up having record-level of sales, record-levels of profitability, and a very high-performing operation, and we became sort of the top factory in our division.

But it was all about connecting the people. Instead of having two worlds, we brought them together into one world. And this came straight from the ideas from the military.

Pete Mockaitis

That is good. Back in episode 149, we had a guest S. Chris Edmonds, who said, “People in the organization see stuff that’s dumb all the time.” We see stuff that’s dumb, and then, whether or not that gets shared or implemented upon is, I guess, there’s all kinds of variables that might speak to it in terms of what’s the culture, what’s the psychologically safety in the organization.

And what’s fun about your approach there is we don’t actually have to rely on someone speaking up to get the information. And, hopefully, as you do that over some reps, we build some real trust and communication lines that go both ways so that people will just say, “Hey, our mallet is worn down.” “Oh, got you. Okay. Well, boom, here’s a new one.” So, you see these sorts of ongoing improvements in the communication, the culture, and the ability to fix the stuff they see that’s dumb all the more quickly and readily instead of waiting for years to get a fresh mallet.

Jon Rennie

Yeah, absolutely. And the other thing, too, is I think we built shared experiences, and that’s one thing that we had on the submarine, is we had all these shared experiences where I’d noticed, when I got to the corporate world, they had different experiences about what work life was like. A lot of people on the shop floor didn’t even know what the people in the office did, they’re like, “I don’t know. There’s just a bunch of people over there. I don’t know what they do.”

And so, part of it was them getting to know what we did every day. And I think that was one of the eye-opening things about this Fridays on the floor, is that the people were actually thankful, they were like, “I never knew what you guys did all day long. I never knew what marketing did. I didn’t know what accounting did. I just knew there’s a bunch of people in the office, they got to sit. I had to stand all day.” Really interesting, yeah.

Pete Mockaitis

Okay. Well, so I want to hear about you got a few books. The title I love the most was I Have the Watch: Becoming a Leader Worth Following. A fantastic subtitle. Generally speaking, how does one become a leader worth following?

Jon Rennie

Well, it comes with the title, which is “I Have the Watch.” I was a Naval officer, and part of that, when you took over the watch, you’re responsible for the mission and the people. So, if I was the officer of the deck, for example, I was responsible for six hours for the mission of that submarine and everybody inside of it.

So, in the case of, maybe, the midwatch, the captain was asleep in his rack down in his estate room, and I was responsible for that shift, everything that happened on that shift for those six hours. And so, it’s the idea of mission and people, and that’s really critical, because a lot of times people get promoted into management jobs, and they sort of go back to what they were used to doing, maybe as an individual contributor. They do emails, they go to meetings, and they forget that it’s about the mission and the people.

And so, the idea of “I Have the Watch” is that you have responsibility, you take ownership of the mission, you take ownership of the people, and that’s a really critical part of leadership. And a big part of this book I talk about is that leadership is a people business. It’s about people. So, if you are doing and not leading, then you’re really not doing your job as a leader. So, your job is to lead, your primary function is to lead.

And it’s different than when you’re an individual contributor, like maybe an engineer or an accountant. When you become the manager, you have leadership responsibilities, and sometimes we forget about that. Oftentimes, I saw it in corporate that people forgot their people responsibilities.

Pete Mockaitis

Could you share with us an example of a common people-responsibility that people forget?

Jon Rennie

So, the big thing I saw is busyness. So, we stay busy as managers, and in a lot of cases, it’s fear-based, where managers really don’t want to deal with people because people are messy. I always say that, too, people are messy so they don’t want to deal with it, so, “It’s easier to be in my comfort zone and answer emails, or be on the phone all day, or be in conference rooms all day than going out to the uncomfortable place where my people work, and they may have complaints, or they may have concerns.”

And maybe you’re overloaded, maybe you got a lot of things on your plate, and you don’t want to spend that time getting out and talking to the people so you isolate yourself. And I see a lot of managers, in my 22 years in corporate, I saw the managers isolating themselves, and mostly it was fear-based. They just didn’t want to take the time and listen to the challenges that their employees are having.

And so, I always challenge managers to get out, to go where your people are. It’s an essential part of what we do, is to get out of our offices and spend time to where our people are. So, I have a manufacturing company that I run, and in the afternoons, I always push myself away from my desk, and I go out. I pretty much can work any job on the shop floor, so I’ll just jump on the line and help out the employees. And I’m not there to help, I don’t really do a lot helping, but I’m there to listen, I’m there to talk, and I’m there to communicate because that’s really what’s important. We have to be present as leaders.

Pete Mockaitis

Now, Jon, I’m wondering, so manufacturing is really cool because, well, one, it’s just fun to watch how stuff gets built and it’s unfolding along the process. It’s a beautiful thing to witness.

If folks are in other industries that are a little bit less hands-on or tactile, how might we implement that with regard to that joining together on the frontline and observing? I’m just sort of imagining, I’m thinking about my audio people, like, “So, how do I hop in on that?” It’s like, “So, you’re many miles away from me, and you’re doing audio stuff and software, which I appreciate, I love it.” How might I apply some of these Jon principles in these contexts?

Jon Rennie

So, we’ve seen a lot with remote and hybrid work these days, and the concept, by the way, is not something that I developed. It’s called Gemba, it’s part of the Lean Manufacturing principles that come from Toyota. And the principle of Gemba is to go where the value is added. And, usually, in the case of any type of business where most of your people are, that’s where the value is added. So, you want to go to where your people are.

So, now the question is, “What do you do with hybrid and remote work?” Well, you have a normal check-in process. So, you have a check-in process where, in this case, I would say probably more like once a week where you check in on individuals, and you have a one-on-one, and you say, “How are things going? How are things going with this project?” And you have that chance to be able to touch base. It’s a little different than pushing yourself away from your desk and walking out to where your people are.

So, it’s the idea of Gemba where the value is added, go where the value is added, and it’s going to be different for every type of business.

Pete Mockaitis

All right. Thank you. I guess I’m also thinking about sort of screen-sharing type stuff, like, “Hey, here’s what’s up. Here’s a software I use, etc.” and they could just behold, “Oh, what’s going on there? Oh, wow, that’s really cool.” It’s like, “Wow.” But I think you could still learn some things, like, “Wow, it seems like you’re spending a lot of time dealing with this.” Like, “Yeah, man, we get the audio, it’s a mess.” It’s like, “Oh, I’m sorry. I had no idea. Maybe I should be sending guests microphones,” and we do.

Okay. Cool. You’ve got a number of interesting turns of phrase, which I like to dig into a little bit. What do you mean when you suggest that we let people fail?

Jon Rennie

Failure is a powerful teaching tool. We don’t like to fail, right? So, as humans, we don’t want to fail. We want to succeed in everything we do. One of the things the Navy taught us was that was the best way to learn was to fail. And the way they did it was they put you in a position as junior officer of the watch, so you would have like an officer of the deck, and you have a junior officer of the deck.

And so, when you were junior officer of the deck, you were under the supervision of a more senior watch stander. And so, typically, then you take that junior position, and they would throw all sorts of different casualties at you – flooding, fire, you name it, an incoming torpedo. And they wanted to see how you fought the ship as a junior watch stander. And, inevitably, they would throw everything at you, and you would fail because it was impossible. They threw too many things at you.

And then they would stop the drill, we’d get the ship safe, and they would start talking to you, “What do you think you did right? What do you think you did wrong?” And it was the teaching session, the coaching session, and through that, we became better watch standers because we failed, we learned, and we got better at each of these individual tasks.

Now, what do we do in corporate a lot of times? And one of the things I noticed, kind of coming into corporate, is that we take our really difficult jobs and we give them to our senior people because we don’t want any mistakes, we don’t want failure. We take our junior people and we give them grunt work, and we make them do grunt work until you’ve been around long enough to take on a more important task.

And I think we miss out on opportunities to give younger people challenging assignments and a mentor to help them through that process, so they get exposure to the difficult things in business instead of just doing grunt work. The problem when you give a junior employee grunt work for two years is that they get frustrated.

They might come into your company very excited, very happy to be there, with a lot of passion, and that goes away as they continue to just do stuff that’s beneath maybe their skillsets, or beneath the things that they trained for in college, or maybe they got a certification in something that they never got a chance to use.

So, I really do believe that we need to allow our employees to fail in a controlled manner if we want them to learn and develop and become better.

Pete Mockaitis

Can you give us some examples in practice of folks failing in controlled manner, specifically in terms of what’s a person’s normal responsibilities versus new stretch responsibilities? And how is that controlled manner executed?

Jon Rennie
So, in my case, I’m always looking for leadership potential in employees, like someone that can maybe step up to the next level. And so, one of the things I like to do is to give them a stretch assignment. So, this might be anything from, “Develop a marketing literature for this new product that we’re coming out,” or, “Give me a market study for this particular region for this product,” or, “Lead this effort to setup pricing for this new product.”

So, I’ll give them a stretch assignment that might be outside, which is almost always outside their comfort zone, and then I want to get a chance to meet with them and assess how they do with that, so how did they with the project that was outside their comfort zone. And you learn a lot from those sessions, so you get a lot of feedback. A lot of times, the employee is excited, they get an opportunity to do something different. They’re going to mess up and it’s a great chance for coaching.

You find some employees aren’t ready to step up, and they even say that, like, “Wow, that was way beyond what I want to do. I’m maybe not interested in that.” And others are just energized by it, “Can I do it again? This was fun. This was what I want to do in my career.” So, I think finding great employees and giving them stretch assignments is a great way to evaluate their skills and give them a chance to do something kind of exciting and different.

Pete Mockaitis

All right. So, then with the marketing study, for example, I suppose if they give you a terrible study, nothing disastrous has happened there, it’s just like, “Okay, we’re not going to use this information to make any decisions,” like nobody has died, injured, or millions of dollars have been destroyed. Like, they just said, “Okay, you’ve produced a document that is of no value,” so that is a failure, but it’s controlled in the sense that no major damage has been done. Is that how you think about it?

Jon Rennie

Yeah, I think so. And, again, the more you get a chance to see somebody in action, the more you’re going to give them more responsibility that may have higher risks associated with it. But, yeah, so you do where failure is not going to be fatal.

Pete Mockaitis

Okay, so failure is not going to be fatal. And then you’re sharing with them great feedback associated with, “Hey, thanks for taking a crack at this marketing study. Here are some ways you can make that useful for us, etc.”

Jon Rennie

And also, too, is the feedback of learning from them, like, “How did it go? Where did you struggle? Where did you have a hard time finding information? How do you think you did on this?” Just hearing their experience helps you understand kind of their mindset going into it and coming out of it, and how you can coach them to even be better.

Pete Mockaitis

All right. And do you have pro tips for how you do deliver that coaching?

Jon Rennie

I think it’s kind of being honest. I think being honest is really important. Obviously, you’ve got to be sensitive to people’s feelings. I’m maybe a little more sensitive to that. I don’t want to be too harsh but I do think we need to give them the honest feedback. And I would tell you, I’ve had people where I’d given them stretch assignments, and they have failed, and when I say to them, “This isn’t really working out,” and they know it’s not working out, they’re like, “Yeah, I recognize that, and it’s probably not something I want to do more of.” So, I think both parties recognize when this is not a good fit.

Pete Mockaitis

Well, Jon, just for thought, I’d love to zoom in. Let’s say I handed you a marketing study, which clearly appeared to be assembled in 45 minutes with Google and ChatGPT and had factual inaccuracies but a couple of cool-looking charts, and so it’s no good. How do you share that with me?

Jon Rennie

Yeah, I would ask the process, “So, how did you develop this? Where did it come from?”

Pete Mockaitis

“Oh, I did some research across the internet.”

Jon Rennie

“Yeah. Well, what kind of research?”

Pete Mockaitis
“Oh, I was looking to see different competitors and their potential revenue associated with these offerings.”

Jon Rennie

“Did you talk to anyone else as you went through the research? Did you talk to anyone in the marketing department or anybody in our sales department?”

Pete Mockaitis

“Oh, no, I didn’t talk to anybody.”

Jon Rennie

“Okay. Why not?”

Pete Mockaitis

“Oh, it didn’t occur to me.”

Jon Rennie

“Hmm,” so I think there’s the discussion, there’s the sort of finding out what and where that they could do…where they see the aha moments, like, “Maybe I should’ve talked to more people.”

Pete Mockaitis

Okay. And so, I’m wondering, how do you also convey kind of the standard or what good is?

Jon Rennie

Does it answer all the questions we’re looking for? Typically, with an assignment like this, we have things that we want to get out of it, and if they fall short, then we’re going to have those discussions.

Pete Mockaitis

Okay, there you go in terms of, “Okay, the study to go into a little bit more detail, these are the particular questions we were looking to get answers for, and this deliverable does not presently answer those questions, or has false answers to those questions.”

Jon Rennie
Right. Exactly, yeah.

Pete Mockaitis

Okay. You also have the turn of a phrase “earn your oxygen.” What does that mean and how do we apply it?

Jon Rennie

So, we have an expression on the submarine that was, how do I say it, it’s a little controversial because there was a high level of positive peer pressure on a submarine. I mentioned earlier, every sailor has to have, “We have to trust you with our lives.” And so, when you first come on a submarine, we call you a nob. A nob is a non-useful body. Until you could earn your oxygen, until you could be responsible for some area of the submarine, then you were a useful body.

So, you were taking in the oxygen and the food from people that were useful, and so there was a high level of positive peer pressure to get qualified, to become a qualified operator. And so, what qualification meant on a submarine was for the sailors, junior sailors, to work with more senior sailors to prove their competencies in various operations, procedures, watch standing.

And so, as they prove their proficiency, they would actually have, what’s called, a qualification card, a qual card, and they would get signatures that, “Okay, a senior watch stander says this person understands how to use the torpedo launch system. This person knows how to repair a steam fitting.” So, you would get qualified over time and become qualified.

So, earn your oxygen means that everywhere you go, not even in the Navy, but in the civilian world, “What are you doing to earn your oxygen? What are you doing to add value to the business that you work for, the organization that you work for?” So, I often talk to high school students, and that’s one of the messages I say, is, “Don’t be a nob.”

And so, the concept there is that there are so many people in our world that are consumers and not creators. They’re consumers and they’re not builders. And so, I really encourage high school students to “Not be a consumer, not spend your time online just entertaining yourself. What are you doing to build? What are you doing to grow? What are you doing to add value?” So, the idea of earning your oxygen is becoming valuable to your organization, whoever you work for or whatever you’re doing in the world.

Pete Mockaitis

And I think that’s important to consider. And I think about in business-y terms, there’s the value you consume associated with there are costs, associated with keeping you employed with a salary and benefits, equipment, office space, etc. and then there’s value you, hopefully, are creating through your work. And so, I guess if you talk about oxygen versus dollars, it’s interesting that in some fields it’s very clear, like sales, like, “Okay, man, this is what you sold, this is what I’m paying you,” or a fundraising, it’s very clear.

And then it gets a little fuzzier the farther away it gets from that in terms of, it’s like, “Oh, well, I am doing accounting or finance work.” And so, it’s like, “Okay, well, that needs to be done, we have to stay compliant, that’s valuable.” And so, it’s tricky to precisely assess that, and yet I think, it’s my belief, as we see layoffs and such, that the more clear and massive the value you’re contributing is, the safer your job and the more likely you’re going to be on an upward trajectory there.

Jon Rennie

Yeah, absolutely. And I would say a lot of people will kind of come into a job, and they say, “Well, this is your job responsibilities,” and people will do the bare minimum, or they would just do that job responsibility. And I also say look for the extras that you can add value to in the organization. So, I started out in corporate world as an associate design engineer in a cubicle. And five years later, I was running a manufacturing plant.

Well, it didn’t happen that I just magically got there. It was through earning my oxygen and adding value in everything that I did. And, in my case, going from a cubicle to the corner office was all about volunteering, learning new skills, being there when the company needed me, and doing anything I could to support the organizational objectives. And that eventually got me the opportunity to lead a plant.

But I think if you haven’t put the extra work in, you say, “Well, I want to be promoted, I want to move up the corporate ladder but I’m not willing to put the work in,” you’re not going to get there. It does take extra effort if you want to get noticed, if you want to achieve goals that you have in your career. I didn’t necessarily have a goal to run a manufacturing plant at 32 but it happened because I was adding a lot of value in everything I did.

Pete Mockaitis

And, Jon, I’d love to hear the counterpoint to that in terms of if employees are doing that and have seen, “Hmm, the meritocratic forces do not seem to be operational here. My added value appears to amount to squat and it feels like I’m just sort of burning the midnight oil for no extra compensation, and it feels like a raw deal,” how do you speak to that perspective? And how do we assess whether extra efforts are likely to result in extra goodies?

Jon Rennie

Well, it doesn’t always work out that way, does it? So, I have a good friend, John Brubacher, who always said, “Go where you’re celebrated, not where you’re tolerated.” And I think a lot of times that we are in positions, or in organizations, that don’t recognize that kind of extra effort, you have bosses that don’t care necessarily, or they’re looking out for themselves and not looking out for their team, so there are times when you can do a lot of extra work and not get noticed, and maybe that’s not the right organization that you should be in.

But I think it’s good to have a discussion. You’re always going to have those opportunities to have a one-on-one with your boss, and a lot of companies it’s once a year. During annual performance review, you get a chance to sit down with your boss. And at that point, you can have that discussion, “Hey, I’ve been trying to do this. I’ve got this dream, or this desire, or this goal, to get to this level. I’ve been doing a lot of extra work. What else could I be doing to try to earn or move into the position I’m looking to do?” Have that frank conversation. But I would also say is be willing to move to find those opportunities.

Pete Mockaitis

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

Jon Rennie

I think the one thing I would say to this, when it comes to like a similar analogy from the Navy to the businesses is that without a crew, the ship is just a hunk of steel sitting in the harbor. It takes a crew to bring a ship to life. It takes people to bring our businesses to life, our plans to life, the things we’re trying to do. So, I think people are very critical to our business, and without them, we’re not going to go anywhere. So, I think we sometimes overlook the importance of people in our organizations.

Pete Mockaitis

Okay. Well, now, Jon, could you share with us a favorite quote, something you find inspiring?

Jon Rennie

Well, I like Teddy Roosevelt just as many of the things he said, but “The Man in the Arena” quote is probably been best for me. So, the idea of being in the arena is where I want to be, not a critic in the stands. And I always say be a builder, not a critic. It’s hard to be a builder. It’s easy to be a critic.

Pete Mockaitis

All right. And could we hear a favorite study or experiment or bit of research?

Jon Rennie

I’ve been doing a lot of work right now in my Ph.D. program on perseverance and grit, and, especially, in small teams, “How do you develop grit in a team?” So, Angela Duckworth did a lot of work on grit. I love her work. So, yeah, perseverance has been something I’ve been into lately.

Pete Mockaitis

Okay. And a favorite book?

Jon Rennie

First, Break All the Rules by Marcus Buckingham. It’s the one book that sort of changed my outlook for how leaders can lead.

Pete Mockaitis

And a favorite habit?

Jon Rennie

I get up at 4:00 a.m. every morning. So, I write until 5:00, and I work out from 5:00 to 6:00. So, I’ve been doing that for about 10 years, and so I feel like I get a lot done in the early morning.

Pete Mockaitis

All right. And is there a key nugget you share that really seems to connect and resonate with folks; you hear them quote it back to you often?

Jon Rennie

The big one is leadership is a people business. I see that quite a lot.

Pete Mockaitis

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

Jon Rennie

My website JonSRennie.com, and I’m on every social media @jonsrennie. I’m pretty active on Twitter, so. X, I guess, now.

Pete Mockaitis

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

Jon Rennie

Hey, you want to be awesome at your job, don’t be a nob, don’t be a non-useful body. Be useful in everything you do.

Pete Mockaitis

All right, Jon, thank you and good luck.

Jon Rennie

Thank you, Pete.

941: The Best Way to Hire Top Talent with Mike Michalowicz

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Mike Michalowicz reveals a surprising strategy for finding and retaining top talent.

You’ll Learn:

  1. The more effective alternative to job interviews 
  2. The key signs someone is perfect for your team 
  3. The three drivers of commitment and engagement 

About Mike

Mike Michalowicz founded and sold two multi-million dollar businesses by his 35th birthday. He is the bestselling author of Profit First, The Pumpkin Plan, Clockwork, and Fix This Next. He has built two additional multimillion-dollar companies and has become one of the world’s most popular speakers on small business topics. Fabled author, Simon Sinek deemed Mike Michalowicz “…one of the top contenders for the patron saint of entrepreneurs.” 

Resources Mentioned

Mike Michalowicz Interview Transcript

Pete Mockaitis

Mike, welcome back.

Mike Michalowicz

Dude, it’s awesome to be back. Thanks for having me, Pete.

Pete Mockaitis

Well, it’s awesome to be chatting. I have enjoyed so many of your books over the years, and I’m excited to hear about your latest All In: How Great Leaders Build Unstoppable Teams. Lay it on us, I know you go deep with your research. So, tell us the tale of how you came to understand the problem and the solutions that you’ve put forward in your book All In.

Mike Michalowicz

So, basically, what I do in my research, I say, “What’s the desired outcome we have in a circumstance?” So, in this case, it was recruiting high-performing employees, people that are super engaged, great people for our company. Then what’s the actual outcome? And most businesses have horrible outcome.

When we have a desired outcome, and the actual outcome is far off, I look in the middle, which is the method we follow, I call the DMO, desire method outcome. And the method we’re using is interviews. So, this is not a shocker but the solution is. It’s no surprise that most people we interview don’t work out for the long term or aren’t high performers. The percentage, which shows about 5% of people we hire are rock star employees for long term in our company.

But what I found is the solution kind of blew my mind. So, I said, “Well, is there any example of any organization that doesn’t use interviews or use a different method, and has a high percentage rate?” Well, sure enough, there’s an industry, it won’t be a surprise in a moment, but they’re over half a trillion dollars in revenue, that does not run a single interview, they only do performance-based and what they call workshops or camps, and the output is like 95% extremely high performers.

So, here’s the industry. Sports. And that’s not the surprise now, it’s like, “Well, of course.” If I’m a football team, I won’t go, “Hey, why don’t you come for an interview? Where is the green light?”

Pete Mockaitis

Actually, throwing balls, catching balls, running with balls?

Mike Michalowicz

Yeah, you get on the field and do. But there’s two forms of interviews. There’s one where I’m considering a candidate and I want to see your functional skills, but there’s an even greater level, and this is the big opportunity for all of us. There is what’s called potential assessments, and it’s not done in the interview process. It’s through an education process.

So, I’ll give a personal example because I didn’t really appreciate experiences. I played Lacrosse in high school, and, admittedly, I was not such a good athlete but, whatever, I played. I went to Hobart Lacrosse campus, which is in the northeast where kind of where I lived, and this is like the preeminent school in this area, there’s 300 kids there. And while we were practicing over this week’s period, certain students were tapped on the shoulder, brought to another field, and invited to play more advanced skills, whatever.

The people who had potential in the beginning were quickly vetted out to perform on more competitive fields and try new skills. By the end of the camp, I think two or three students were invited to play for Hobart, this elite team. I was not one of them. But here’s what’s cool. I played Lacross in college, and it’s in the big part because of what I learned at Hobart. The lesson is this, that we, as employers, can put on camps, an educational event, where everyone gets elevated and used also as an observational medium to cherry-pick the best candidates.

Now, the last thing I want to share, because I get so excited about this. This is happening in the real business world, just not enough. And for the folks listening, I bet you no one’s doing workshops right now, but I’ll tell you a major company who is, it’s Home Depot. And the next time you hear they’re doing a Build a Birdhouse workshop, that is a recruiting platform, and this is how it works.

You see this ad, Build a Birdhouse, Bring a Kid, whatever, and you go down there, and you have experience. They’re there to educate you, you’re having fun, you get ingratiated at the store, it’s cool, we build a birdhouse. They have an employee there that’s observing participation, and if you’re the parent who is learning quickly, helping other parents, asking good questions, really enthusiastic about it, they will tap you on the shoulder, and say, “You’re the exact candidate we’re looking to work in Home Depot. Have you ever considered us?”

So, here’s the lesson. Don’t setup an interview platform, saying, “We’re interviewing people to build birdhouses.” Simply say, “If you’re curious, you can learn,” because the best candidates are curious. The other thing that’s interesting is it’s a recruiting platform that doesn’t follow where the standard fair is going. Everyone is going to the platform DuJour, or Indeed, or whatever it is nowadays. We go there, and everyone keeps going after the same 2% of unemployed people and a few people that are looking for a job right now.

But in an education format, I can go to my competition. I can go to anyone, and say, “Are you looking to get better at what you currently do?” Because, at the end of the day, top performers are always looking to learn. They’re learners. So, put on a learning environment, now people come, they learn the skills that you are looking to hire for, or they have the prerequisite skills and you’re giving them new education, and now you can observe and cherry-pick the people you want. I mentioned in the book, we were testing this other company, and, sure enough, we had a bookkeeping agency that, to a great effect, they preschool, the last organization is using this now.

Pete Mockaitis

Mike, I love so much of what you’re saying here because, well, I actually own a podcast production company, and that’s how we do hiring, is we just put people through sort of a gauntlet. They’re from all over the world, so it’s hard to get them together physically but we’ll just have a series of things, it’s like, “Okay, show me what you can do here and here,” in terms of one of my favorites is “Tell me what’s wrong with this sentence and write a better one. What’s wrong with this sentence, and write a better one? Summarize this podcast episode, etc.”

And so, then when we get together, it’s like, “Holy schmokes, you really sure know how to write very well. Go figure. And I guess you have to in order to pass this gauntlet of assessments.” And then this is also connecting in that I have coached many, many candidates through what I call case interviews for consulting jobs in which they have to solve real-time, live, a business case in front of the interviewer, like, “Hey, our client is this business, their profits are down, what do we do?” and they have to do this all dance of asking clarifying questions, and doing and putting forth a structure, and doing some calculations, ultimately generating a solution.

And, go figure, the folks they hire at the consulting firms tend to work out and not leave early. But I think the coolest experience of this was with, have you heard of the Fossey Foundation?

Mike Michalowicz

I have not.

Pete Mockaitis

Well, this is a nonprofit and, on their website, they identify and recruit and train individuals with extraordinary leadership potential, and Fossey scholars get full tuition leadership scholarships from their colleges and universities. And so, the idea is they want diverse students in colleges, and their students’ brilliance may not show up on the ACT/SAT GPAs. And so, I volunteered several times. It’s so fascinating.

Mike Michalowicz

That’s cool.

Pete Mockaitis

So, we observe high school students as they engage in these activities and we’re all just watching and writing down who’s impressing us with the leadership things they’re doing and who is not.

Mike Michalowicz

I love it.

Pete Mockaitis

And then when all the students leave, we talk about them. And so, that’s like one way that this talent is surfaced, and it’s like a camper workshop for “How do we find great high school talent that should be going to college who isn’t showing up on the ACT/SAT GPA?”

Mike Michalowicz

And you used that term students, which is perfect. So, when you talked about the gauntlet, that’s what’s called a skill assessment. The challenge of the gauntlet is these are people who are already applying for a job so they know they’re in a test environment, and it is a powerful tool. It’s kind of, like, I’m looking for a football player throw-catch-run, but there’s also camps, and that comes prior to this. This is for students, so this is people that they don’t know they’re being vetted, and that’s not even the primary intention, it’s to educate.

So, I can run a workshop, saying, “Learn to be a podcast editor,” or whatever it may be, and now I can invite in my competition, I can invite all these people, and they learn the experience. A couple keys to running a great workshop. Charge for it because people who are curious will pay, and it is educational. Give a certificate of accomplishment. Now they have a piece of paper, or digital paper, that they can use, if you decide not to employ them, maybe you can benefit them with another employer, but in the process always observe.

And that last example, as we said, they are students. So, they’re going through an education and learning, but we’re cherry-picking. The analogy I use, I put this in the book, is pretend you and I, Pete, we want to start a rock band, and we want just like trashing guitarist, and we’re like, “You know, let’s pick a guy from the ‘80s, let’s pretend Eddie Van Halen is still alive. We want Eddie Van Halen.” Now, how do you find Eddie Van Halen without knowing who he’s going to be?

We already know Eddie Van Halen is a qualified person, and if we called him, he would reject us, he’d laugh. The A players are gainfully employed, they’re making Goku box, and they’ll say no. But if we could have Eddie Van Halen when he is 12, that’s when he discovered guitar, I bet you we could’ve secured him. So, the big question, of course, is “How do you know Eddie is going to be Eddie Van Halen?” Well, you do a workshop. We could put on a guitar shop. If we need a future guitarist, we need a great guitarist. Let’s put him in a workshop.

I actually play a guitar but I don’t play it well. We need somebody that’s really a trasher, maybe you do, but we’ll bring in someone from the outside, and say, “We’re going to pay you for a five-day workshop, or one day, or one hour online, whatever it is,” then we reach out to all 12-year-olds, and say, and their parents, “A hundred dollars, learn to play a trashing guitar.” Then we look for the indicators of potential.

It’s always in three stages. Curiosity is the first stage, “Oh, I will do this or not.” So, people vet themselves out right there. Second stage is desire, it’s like, “Oh, I really like this.” Eddie couldn’t put the guitar down. He’s asking tons of questions. That’s what Home Depot was looking for, the parents that help other parents, ask questions about building birdhouses. The final stage is thirst. Thirst is, “I can’t stop.” It’s almost an addictive level. The job of the instructor is to provide an education so everyone comes out better.

Then, or additionally, observe for desire and thirst. When you find those people, that’s when you pull Eddie aside, and say, “Hey, by the way, we happen to be starting a band. Thanks for joining our class as a student here. Do you want to join a band? Do you ever think about that?” That 12-year-old Eddie may have said, “Yeah.” And we don’t know he’s going to necessarily be the Eddie he became, but those desire and thirst are the strongest indicators that he has that potential to become that guy.

Pete Mockaitis

And in the setting of the workshop, I can see curiosity, what are some of the telltale signs, “Ooh, there’s some desire. Ooh, there are some thirst”?

Mike Michalowicz
So, usually, if there’s homework assignments, they actually do the homework. Another part is lots of questions. So, curiosity will come after questions, but desire is also indicative of questions. It’s the person who’s raising their hand the most. The second one is attendance. So, you’ll see if someone is really into it will often arrive early, stay late. They’ll usually be distraction-free. That’s actually the biggest indicator.

When people try to multitask, it means they’re not engaged with the task at hand, so they’re trying to do other things. So, you can see someone online, or wherever, if they turn their cameras off, those are awesome indicators. In a workshop, someone is checking their phone regularly. Well, when someone gets immersed in it, it becomes this tunnel vision. So, we’re looking for the tunnel vision effect.

Thirst may not present itself right away. It may come later on but thirst is an inability to quit. It’s the person that stays for an extra five hours. It’s the professor that says, “Oh, my God, I wish this person will go home now,” or the instructor will go home. That person who can’t quit it has thirst, so we look for those elements.

Pete Mockaitis

That’s so phenomenal. And this reminds me, I was doing a workshop for a pharmaceutical company, just a series of workshops, what you said about the homework was striking. And I thought, “I need to encourage these folks to do the exercises outside of our workshops.” And so, I thought, “Okay, we got gift cards,” I thought a little bit of accountability, a leader board might embarrass them, like, “Hey, your boss and everyone is going to see that you’re not doing the exercises,” and that didn’t really motivate very many people.

Mike Michalowicz

Unbelievable, huh?

Pete Mockaitis

I was surprised, like, “I’d be so self-conscious about my name being at the bottom of the leader board.”

Mike Michalowicz

I know.

Pete Mockaitis

But, sure enough, there were two people who were smoking it, like, with great consistency, getting it done. And so, we stayed in touch, and they might be listening to this show. Hello, guys. And it was so funny, they said, “Hey, you know what’s really interesting, Pete? The two of us were the ones who got promotions, and we were also the ones who scored highest on doing all of the homework.”

Mike Michalowicz

No surprise.

Pete Mockaitis

And I was like, “Yes, that is interesting.”

Mike Michalowicz

Yeah, very interesting.

Pete Mockaitis

Because they had the desire, it’s like, “Ooh, I really want to develop these professional skills,” and they went after it, and then they signed up for my email list and other stuff afterwards because they were just into learning these skills, and it so happened that those skills are the ones they needed to flourish in their careers, which is why that was the subject of the workshops in the first place. And so, that’s really telling. If I can give, set a stage to create an opportunity whereby people can distinguish themselves by choosing to proactively do the thing or not, that’s supremely telling. I love it.

Mike Michalowicz

I remember I was doing a presentation last week in front of 200 folks, and these are all business owners. And I said, “Who in the room here is an A player?” And I said, “Please don’t be bashful. This is an opportunity to brag, if you feel that’s appropriate.” And every hand went up. And they defined A player, drive and all the stuff. And then at the same group, I said, “Keep your hand up. I’m curious, what percentage of the population is A players?” And they’re like, “Five percent, 2%.” The most gracious was 10%.

I said, “Okay, we have 100% of the people who are A players, yet, at the same time, saying 10% of the population is A players.” So, this is some bizarre statistical phenomenon happening. There’s some warp in the universe right now, or something is not right. And what I believe is not right is everybody is an A player in the right circumstances. These people, and we all see the best, we all have the potential to see the best in ourselves, some people don’t, but we do have the potential to see the best in ourselves but we have to be put in the right environment.

Eddie Van Halen is probably a pretty crappy, or was a pretty crappy bookkeeper. And so, we’d say, “He sucks.” Yeah, but you give him a guitar. The thing is my little business, I got 20 people here, I have maybe one more role available in the next year. Of all the people in this planet, there’s a small percentage they will be a match for that. But what I had to realize as a leader, as an employer, everyone coming in is an A player. The question is, “Are they an A player for my needs?” And it does change the perspective.

When we think most people aren’t a fit, it’s all about just, “Oh, everyone sucks.” When we think everyone is great, then we start saying, “Well, what will be an indicator of their greatness in compliance with what I need or in alignment with what I need?” It just changes the vision a little bit.

Pete Mockaitis

It is, yes. And it feels more kind and hopeful.

Mike Michalowicz

Yeah, totally. And I think it’s the truth. Pick any person, in the right role, they can crush it. And I’m not saying everyone is going to be great nine to five. Maybe some dude, all he does is sleep all day. Maybe he can test mattresses. Like, you got to figure it out.

Pete Mockaitis

“Dude, get in a sleep clinic.”

Mike Michalowicz

He’s a sleep clinic tester.

Pete Mockaitis

“You’ll be giving so much data for the scientists.”

Mike Michalowicz

Yeah, or maybe he watches training videos to see if he can stay awake to any training videos. And if he does, he’s a great tester.

Pete Mockaitis

Oh, Mike, you’re so fun. I love these perspectives. Okay. Well, that’s such a huge takeaway right there, is creating these workshops or camps. I’d love it if we could get a few more examples for how this can be turned into reality. So, Home Depot, build a birdhouse, sports camps, we talked about the Fossey Foundation. What else?

Mike Michalowicz

So, we worked with a preschool, and this preschool is what’s called site directors. This is a multi-location preschool and they need teachers that can review the performance to ensure all standards are being achieved in their multiple locations. And the prerequisite is you need to be a teacher already. And so, you can get people with advanced skills by having prerequisites.

So, what we did is we reached out to all the competition. And this is the beautiful thing, the competition will send people. We said, “We’re putting on an educational event,” it’s always educational, “We’re going to charge $150 or whatever it was, for a one-day training on site directors services and how you’d manage it. The prerequisite is you must be a teacher for five years, blah, blah, blah.” Our competition sent teachers, so now, at our location, all the competitors’ teachers there, and we teach in this process, we start observing who shows desire and thirst.

By the end, everyone has a certificate, they had accomplished the prerequisite skills or the tests, whatever, but we also identified three of those teachers, we said, “Well, gosh, you’re perfect to be a site director. We happen to be hiring,” but they’re also ethical, we said, “Hey, listen, you have a current employer. If they have a site director opportunity, it is clearly your talent. We invite you to talk with them and consider that, but if there’s not an opportunity and this is something you want to pursue, we’d love to have a conversation with you.” We got our best two site directors that way.

There was another case where a company of bookkeepers, they’re based out of the US, the founder, her name is Tuesday, she is originally from Kenya, an African country. I think it was Kenya. And she teamed up with the University of Nairobi, and said, “I’ll give you a bookkeeping course, all remote.” Actually, she even prerecorded the videos. She had an adjunct professor, she taught bookkeeping. They didn’t offer this course before at this particular university. I think it was a dozen students who went through it.

By the end, the onsite director, she gave them direction, saying, “As an adjunct professor, give me feedback on who’s doing the homework, who’s engaged the most, and I want to talk to those people, and I’ll start doing one-on-one coaching.” So, they did additive education, and she started coaching them individually, and she vetted down about three people that she hired. They’re her best performing employees. But the beauty of that story is the remaining nine people all got jobs as bookkeepers at other companies.

Now, here’s the last thing I want to share, this kind of feels overwhelming. I got to put on a course, I had to do a webinar. Even if it’s an hour, I don’t have the skills. Here’s the ultimate shortcut. Whatever position you need to hire for, find the workshop, the course, the education, the class that’s teaching it, and go as a student to observe the other students. That’s the shortcut. Just go and watch the others, seek desire and thirst, talk to them, and say, “Hey, I’m looking to hire, not deal.”

Pete Mockaitis

This is beautiful. All right, workshops is huge. Well, keep it going, Mike. What are some other pro tips on building these unstoppable teams? And I want to hear, generally speaking, interviews aren’t the method between desire and outcome that we’re after. Workshops are a cool alternative means of selecting folks. What are some other things you suggest that are not interviews?

Mike Michalowicz

So, the most common other thing I heard, and this was also mind-blowing to me, is the desire was, “I want my employees to act like owners.” The method was if you achieve certain goals, you’ll get rewarded. And the outcome is most employees see their job as just a job and don’t function as owners. They don’t put in that extra effort because they don’t have a desire.

What I found is a concept that was buried away in the 1970s-1980s called psychological ownership which is ignored by leaders, but, my gosh, it’s the tool that makes any of us, leader, owner, or not, to feel like owners. What it’s called is psychological ownership. So, there’s two types of ownerships. There’s legal ownership and psychological.

Legal ownership is just a contract of sorts but it doesn’t give you the feeling. Psychological always does, and we need to amplify it. The best example is I own stock in Ford, a hundred shares. I recently drove by a Ford factory, and I was just driving by, I didn’t look at it and say, “Oh, my God, I own three of those bricks on that building.” I just drove by, and I go, “Oh, there’s Ford. Where’s my money?” which is entitlement even though I have legal ownership.

Now here’s the irony, I also own a Ford pickup truck, and I feel that I own it but I actually don’t. The bank owns it, I’m making installments but I feel like I own it. So, the question is, “Why do I feel that way?” Because I treat it with such care. The reason is three elements. First of all, I have the ability to personalize it. I can program the radio stations the way I want. I can put bumper stickers on the back. When you can personalize something, you feel a sense of authority over it, and it becomes part of you. It’s an expression of identity.

The second part is I have control, authority, meaning I can park it where I want to park it, I drive whenever I want to drive it, all those elements. And the last part is I have intimate knowledge, I know all the bells and whistles. I went through the whole manual. I know what every button does. So, the more intimately we know something, the more we can personalize and put authority or control into it, the more we sense ownership.

So, as employees in an organization, within the confines of their job, where can they assert control? Part of it is idea generation. When someone comes up with their own idea, they feel control. Say, “Hey, here’s where we want to move our company, here’s your capacity in it, what do you think you could do or want to do to help us move the business forward?” So, now you’re asserting control, “How can you make this more your own? How can it be an expression of yourself?”

One thing we do when we have an SOP or standard in our own company now, I used to have the person that does it, currently teach it, and everyone follows a script, no control, no authority. Now, we do is we have a script, we give it to the new person, and say, “Learn from this. And then how can you enhance it and create the new training video because it’s going to be your standard?” The irony is the best student in every room is the teacher. So, they’re teaching, which means they’re learning, but also because it’s an expression of themselves, they have more ownership in the role.

Pete Mockaitis

I want to put you on the spot with, like, this really tricky example. Like, let’s say, “Hey, there is a standardized process by which this needs to be done for the sake of compliance or for the law.”

Mike Michalowicz

Right. Right. So, you can’t change the coding or anything.

Pete Mockaitis

So, there’s a few things that are kind of immovable. But could you give us some cool examples of how, even within such environments, folks manage to feel a lot of that cool personalization, control, and intimate knowledge?

Mike Michalowicz

Yeah, so a quick simple personalization tip, trick, is to change the name of something, maybe not publicly but internally. So, if there’s some kind of compliance document, I can call it Kelsey’s compliance, and right there, with the assigned names, you have a sense of authority, and really personalization over it so you can give it unique names and lingo. It’s a real simple technique.

Intimate knowledge, I would exploit that. So, I’d say, listeners, “Rules and regulations, we had to follow it to the tee. I want you to be the master at this. So, research it, study. Can you find loopholes, which is an opportunity?” When you find a loophole, it’s a technique of personalization, it’s like, “Oh, there’s a little button here that no one knows about that I can get through.” So, explore it. But even if they don’t find “loopholes” the fact they know the protocol better than anyone else, they’re building intimate knowledge.

Control and authority. There may be protocols they have to follow but can they control the submission times? You can say, “Hey, when is the optimum time to get this in? Does it always have to be Monday at 10:15 a.m.? Or, can we work with a schedule that suits you?” That’s giving them a sense of control so you can assert it. Again, what we’re looking for is for them to say, “This is my responsibility. This is my job,” and that means they’re sensing that authority.

I will give one word of warning though. There is a risk here of fiefdoms. And what a fiefdom is it’s where a person has so much knowledge that they start blockading other people from access. That’s dangerous. So, we want to move to a higher level of psychological ownership which is called collective psychological ownership.

What we do here is you have multiple parties involved, you make teams around it, so if there’s something, a risk of a fiefdom being built, invite multiple people to work in concert, in that way you prevent those walls from being built.

Pete Mockaitis

And it’s funny how into things we can get in terms of if you feel like you’ve got your own little touch on it. In terms of like if I am getting into my own audio editing, which I do from time to time, here and there, even though I’ve got great supportive teams, I love to do certain things which are just sort of my little style. It’s like I’d like to do a gentle downward expansion to attenuate the intensity of a breath sound as opposed to a harsh noise gate that have layers of rich complex gradations of silence. It’s like, “Okay, that’s so dorky but I own it. I am invested in this.”

Mike Michalowicz
Amazing.

Pete Mockaitis

And it’s funny, if someone were to take that away, in terms of, like, “No, Pete, that’s not how we do it here. Actually, you’ve got to comply with the situation where we use XYZ software,” I wouldn’t like that.

Mike Michalowicz

Totally, right, because when someone asserts control or authority on you, we start building resistance. I was saying, when forced to comply, we seek to defy.

Pete Mockaitis

Yeah, Mike.

Mike Michalowicz

The classic study, and this works from poise, but the classic is with rental cars because we’ve all experienced this. The next time you go to Herts or wherever, you go through a protocol of compliance requirements. First, you got to fill out a hundred forms for an hour. Secondly, if you don’t return with a full tank of gas, we’re going to penalize you by charging $10 a gallon for us to fill it because it’s so hard. Secondly, no scratches, no dents. Third, must be clean. Fourth, good luck passing the DMZ zone where there’s going to be flashing lights, spikes coming up, and some dude coming out with a gun asking for your ID, all that compliance.

So, when forced to comply, we seek to defy. What do we do the second we pull out? We do donuts in the parking lot, or we fly into the light and skid in sideways, or we punch it when it turns green. We definitely drive it more aggressively. Rental cars get beat up on compared to our own car, where we’re, “Hey, this is my car. We’re going to take care of it.” No one washes their rental car before returning, but we wash our own car. Why is that? When forced to comply, we seek to defy.

And this is one of the things that great leaders realize. Most leaders focus on compliance, achievement, and so employees are seeking for elbow room to get back at the boss. Great leaders embrace the internal human and allow them to take charge. Yes, there’s rules and confines. You can’t let people just go wild. We have to work as a team collectively. You can’t have a football team where you say, “Everyone just run any way you want.” We have to serve the plays.

But if we can give them self-expression, they can expand.

Pete Mockaitis
Well, then as we speak, there’s a world of work, there’s these back-to-office mandates. Tell us, as we think about personalization and control, what’s your hot take on these?

Mike Michalowicz
Is that in the best interest of employees? Sometimes you have to require something that actually serves people, and you’ll get resistance, a.k.a. if you ever had children, that’s the world of raising children. My kids, “You have to take a shower at our house after a week.” There are some minimum requirements. These stink bombs walk around, and it’s really in their best interest.

Some employers are doing this because we’re losing the socialization at home. Everything is going virtual. And we’re losing that tactile experience. So, the employers that are requiring come back to the office to promote socialization are building connectivity among people.

It’s funny, they used to wonder that the water cooler, that business got done there, good ideas. No, business didn’t get done there. Connection happened there. People talk about their kids. When we have connection, we understand each other from a tactile level, we have trust. So, it’ll actually rebuild trust. But employers that are mandating it because they want to track time, or trying to assert authority, “I got to make sure you’re producing, so come on in.” That’s not going to work. People are going to, when forced to comply, they will seek to defy. That definitely won’t work.

Pete Mockaitis

Okay. So, it sounds like what you’re saying is there are certain rules, guidelines, times, places, contexts where it is good, right, proper, and necessary for there to be some, “Hey, we’ve all got to be here” stuff going on, but if it’s from a perspective of authoritative, “I’ve got to watch you,” we’re in for bad news.

Mike Michalowicz

Yeah, if there’s a kind of a nourished, flourishing, comply to fly. So, if you are nourishing people, have demanded to come back because you’re going to nourish the team, “Go team,” and it’s really in the best interest of people, they will flourish, that’s a great move. If you’re doing to force compliance, measurement, control, authority over, you’re going to get that resistance, and it’s not going to work long term.

Pete Mockaitis

Awesome. Well, Mike, tell us, anything else we really should know before we shift gears and hear about some of your favorite things?

Mike Michalowicz

So, one last thing, it’s about safety. Leaders have to build a safe environment. Now, I’m not just talking only about physical safety. But ironically, this is a concern with many companies, including mine, and I didn’t even know. We’re a knowledge-based business, we’re writing books and speaking engagements, and other stuff like courses and classes. So, how can I have a safe environment?

Well, we ran a survey, and my colleagues said, “You know the back alley that goes to the cars…” we have a parking lot behind the building, “…is dark at night, and it’s kind of creepy going out into the pitch-black walkway.” I’m like, “Oh, my gosh.” So, starting at 3:00 o’clock in the afternoon, the sun sets in the winter by 5:30, people get nervous about going home, I’m like, “This is crazy.” We just put lights up, string lights, it’s always bright.

And now my colleagues are like, “Oh, I can see what’s going on. I feel safe.” So, we got physical safety, but the bigger thing is relational safety. Do people feel comfortable expressing themselves as they are? Because if they can’t show up as they naturally are, they’re going to start faking it, and now you get a depleted version of that person.

The leaders got to express themselves naturally. Lead with humanness. Show the warts. I’m not saying have a cry fest and talk about how miserable you are. What I’m saying is you can share your struggles. Be integral about your own experiences in life and talk about the wins and the losses, and you’re going to encourage your team to do the same, which actually builds connectivity.

Pete Mockaitis

Lovely. Well, Mike, could you share with us now a favorite quote, something you find inspiring?

Mike Michalowicz

Yeah, this is attributed to Oscar Wilde, “Be yourself. Everyone else is already taken.”

Pete Mockaitis

And a favorite study or experiment or bit of research?

Mike Michalowicz

My favorite research is, oh, there’s a book that came out called The 3.3 Rule by a guy named John Briggs. And what he did was he researched out productivity and found that people can work up to three hours max without needing recoveries, safe recovery, and you need 0.3, which is 30% recovery time. So, if you work three hours, you’re going to need 90 minutes of recovery time, if that works right, and so forth, 3.3.

Pete Mockaitis

Three times 180 minutes.

Mike Michalowicz

Yeah, I mean it’s not 90 minutes, but you know what I’m saying. It’s maybe 48 minutes. So, yeah, 30% of the time used is needed to recover. So, if I worked for one hour, it’s going to be 18 minutes or whatever that works out to be of recovery and so forth.

Pete Mockaitis

All right. And a favorite book?

Mike Michalowicz

I just finished reading 10x Is Easier Than 2x by Dan Sullivan. Really opened my mind to perspective.

Pete Mockaitis

And a favorite habit?

Mike Michalowicz

My favorite habit is sauna, I do it with my wife. And I’m going to try to convince her to do it again tonight. I will tell you this, when you’re in a hot box, it is so hot you can’t have your phone in there, which is great. And the only thing you can do is talk, and it’s hard to think. So, when someone is talking, you’ve got to listen deeply. It’s like the best connection device ever.

Pete Mockaitis

And is there a key nugget you share that folks retweet and they quote back to you often?

Mike Michalowicz

Yes. What I say often is that the number one job of an entrepreneur is not to do the job. It’s to be a creator of jobs. So, I get that retweeted often.

Pete Mockaitis

And, Mike, if folks want to learn more or get in touch, where shall we point them?

Mike Michalowicz
MikeMotorbike.com because, similar to your last name, no one can spell Michalowicz. MikeMotorbike rhymes with motorcycle. Everything is there. I got book downloads. I used to write for the Wall Street Journal, you can get those articles, plus I have a podcast archive there.

Pete Mockaitis

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

Mike Michalowicz

Yeah, your clients want you to be profitable. And this isn’t just a final thought, but when you look at your clients, are you proud of your surviving check by check, to say, “I’m barely making it. I’m struggling,” or, “I’m very profitable”? I’ll give you context. Say you had an emergency, and you go, “I got rushed to the hospital. I have a heart attack,” or something. Doctor one comes down, and says, “I’m making no money. I need clients. I need patients. Let’s get this done quickly.” Or, doctor two says, “I’m very profitable and wealthy because this is all I do and I’m exceptional at it. I have all the time in the world to do this with you and do it right.”

Who do you choose? Option two. When your life is on the line, you want to be catered to. When your life is being altered or served in some capacity by us, we want to be catered to. Your clients want to be your number one customer. They want your undivided attention. And if you aren’t profitable, you can’t do that, so they want you to be profitable. You should be profitable.

Pete Mockaitis

Well, Mike, thank you. This is a treat. I wish you many, many fine colleagues who are all in.

Mike Michalowicz

Thanks, brother. It’s been a joy.

938: William Ury on How to Thrive in Conflict

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Renowned negotiation expert William Ury draws from his extensive experience of working in the world’s toughest conflicts to help transform conflict into opportunity.

You’ll Learn:

  1. Why we need more conflict, not less
  2. The true enemy to confront
  3. How writing the other side’s victory speech can help you win

About William

William Ury is one of the world’s best-known experts on negotiation, and co-author of Getting to Yes, the world’s all-time bestselling book on negotiation with more than 15 million copies sold. A co-founder of Harvard’s Program on Negotiation, Ury has devoted his life to helping people, organizations, and nations transform conflicts around the world, having served as a negotiator in many of the toughest disputes of our times, taught negotiation to tens of thousands, and consulted for the White House, the State Department, the Pentagon, and dozens of Fortune 500 companies. He has served as a negotiation adviser and mediator in conflicts ranging from Kentucky wildcat coal mine strikes to family feuds, from US partisan battles to wars in the Middle East, Colombia, Korea, and Ukraine. 

Ury is an internationally sought-after speaker and has two popular TEDx talks with millions of viewers. He lives in Colorado where he loves to hike in the mountains.

Resources Mentioned

William Ury Interview Transcript

Pete Mockaitis
Bill, welcome.

William Ury
Well, it’s a real pleasure to speak with you, Pete.

Pete Mockaitis
I’d love to kick us off, if you could, with a super-riveting tale about a high-stakes negotiation you participated in, and how a key breakthrough emerged.

William Ury
Okay. Picture it, it’s about 20 years ago, I’m face-to-face with the president of Venezuela, he’s furious at me and yelling, getting very close to my face, and yelling at me. I’m in front of his entire cabinet. It’s past midnight. I’m surprised. I’m thinking, “Oh, a years’ worth of work down the drain.” I’m feeling embarrassed and I’m about to react and defend myself, he’s saying, “You know, you’re a fool, you third-siders, you mediators, you don’t know what you’re doing. You don’t see the traitors on the other side,” because I had said, “I thought there was some progress,” and he really got ticked off at that. And I was thinking of how to defend myself.

And then I caught myself for a moment, and I went to, what I call, the proverbial balcony, which is that place of calm and perspective, just for a tiny second, bit my tongue, and I asked myself, “Is it really going to advance things here if I get into an argument with the president of Venezuela? What am I here for? I’m here to calm things down.” So, I bit my tongue and I listened, and he proceeded to shout, and rant, and rave right close to my face for about half an hour, but since I wasn’t feeding him anything, slowly his energy began to wind down. And then I watched his shoulders sink, and he said to me in a very weary tone of voice, “So, Ury, what should I do?”

That, my friends, is the moment that a mind begins to open up. That’s the very faint sound of it. So, I said, “You know, Mr. President, it’s almost December. Plans for Christmas have been canceled. Why don’t you give everyone a break?” what’s in Spanish called a tregua, a truce, “Just give it a break for this conflict,” because there were a million people on the streets calling for his resignation, a million of his supporters calling for him, there is fear of even civil war. It was a really tense situation in the country. And he looked to me for a moment, he said, “That’s a good idea. I’m going to propose that in my next speech.” His mood had entirely shifted.

And what I realized then in that moment was that maybe the single greatest opportunity we have in negotiation, the greatest power that we have is the power, not to react but, instead, to take a step back, go to the balcony as if the negotiation is unfolding on the stage in front of us, remember what we really want, and listen. And that’s the key, to me, to unlocking a lot of the difficult conflicts that we face, whether it’s in our personal lives, or at work, or in the larger society.

Pete Mockaitis
Oh, Bill, I love that. And so, your genius move there was to say nothing.

William Ury
Exactly, to say nothing. Exactly. And maybe the easiest thing to do. It’s hard in that moment but it’s not like you have to come up with something clever. It’s to say nothing, and then, if anything, listen to yourself. Watch your own emotions. Watch yourself. Listen to yourself. How can we possibly listen to others if we haven’t really listened to ourselves? Tune in for a moment, and say, “Wow, I’m agitated. I’m feeling embarrassed. I’m angry. I’m pissed off.” Whatever it is, as soon as you start to listen to yourself from that little bit of a distance, your nervous system starts to calm down, and you can bring your best to the situation instead of your worst.

Pete Mockaitis
Well, I like the balcony a lot as a visual because, and maybe this is deliberately why you chose it, I have the experience, when I am overlooking a large expanse, and, in particular, actually, a lot of empty seats. I don’t know, maybe it’s like all those moments before the keynote, before everyone arrives. There is a sense of calm and power that comes from being in that visual kind of a space. And I don’t think that’s just me. That might be humanity itself. What’s that about?

William Ury
I think so. Actually, right now, I’m in a place, a little getaway in the mountains, and I can see about a hundred miles from here. And what it does in the brain, is that spaciousness, you’re looking over seats, is it gives you perspective. It’s what psychologists call perspective-taking. You could see the larger picture because, so often, in these conflicts, in these negotiations, daily, or small, or large, the biggest casualty is we lose our perspective.

And so, the ability to step back for a moment and see that larger perspective, and you may be in a closed office or something like that, but look out the window, or close your eyes for a second, and remember a beautiful scene that you’ve been in, and all of that will help your brain just recalibrate and tap into your inner potential to deal with that situation, that difficult situation, as hard as it is, with your maximum potential.

Pete Mockaitis
That’s beautiful. Well, zooming out a little bit, I guess getting some perspective from the balcony, your book is called Possible, and you say that you’re neither an optimist nor a pessimist, but rather a possibilist. Can you tell us what that means? And I’d love to hear the inspiring basis upon which you found your hope.

William Ury
Well, Pete, so, yeah, after all these years, I’ve spent about a 40, 45 years wandering the world in some of the toughest conflicts here in this country and around the world, from labors strikes and coal mines, to board room battles, to political disputes, to civil wars, Middle East, Columbia, Ukraine, North Korea, and people ask me, “So, you’ve seen some of the worst of humanity, how do you feel?” And I used to say I’m an optimist, and I’m an optimist, but now I like to calibrate a little more, and I say, “Actually, I’m a possibilist. I believe in human beings. I believe in our potential to transform conflicts, to change those situations.”

And the reason I believe it is I’ve seen it with my own eyes. I’ve seen it in small situations, I’ve seen it in large situations, and I saw it in South Africa back in the ‘90s when blacks and whites were in a war, a race war, I saw it in Northern Ireland where there was a sectarian war. I’ve even seen it in the Middle East. I’ve seen it here in this country, and it’s that spirit of possibilism, of being able to see opportunities where others only see obstacles, that I think is key.

And it’s that spirit of possibilism, I think, that we need more and more in our daily lives, in our work lives, in our personal lives because the world outside seems to be, like, going a little crazy, and we need that mindset, which is, it’s not Pollyannish, it’s not like, “Okay, the world is all rosy,” but we look at the negative possibilities, but then we look for where those positive possibilities, we bring our curiosity, our creativity, and our collaborative potential to bear on the situation.

Pete Mockaitis
That’s beautiful. And in your book, you mentioned you’ve been in a number of situations where most people said, “Yeah, this is going to end pretty poorly,” and yet there were surprisingly positive developments in how things unfolded with regard to potential global calamities.

William Ury
That’s right. I’ve learned so much from just watching how people do these things. Going back to, again, like to South Africa, like a guy like Nelson Mandela. Here he was in prison for 27 years, and what’s the first thing he does in prison is he studies the language of his enemies. He learns their history, he puts himself in their shoes, he learns how they think, how they feel, what their traumas are, and that enables him, actually, when he comes out of prison, to be able to persuade them to lay down their weapons and agree to a democratic situation.

And it’s those kinds of things I’ve seen over time that I think that’s what we’re going to need in today’s…We live in an age of conflict. Everywhere around us, conflicts seem to be increasing, polarizing us, even poisoning our relationships, and paralyzing us, and we need the spirit of possibility, of meeting animosity with curiosity.

Pete Mockaitis
Well, you can tweet that, Bill. That’s nice. And within that, I’m curious, you’ve been doing this for a long, long time. Tell us, what are some of the most recent, surprising, and fascinating discoveries you’ve made about this human communication conflict thing that you’re capturing in your book Possible?

William Ury
Well, one thing is, for a long time, I’ve noticed the importance of going to the balcony, and I noticed the importance of building a bridge, but, in today’s times, often we need more of that. And the thing that’s kind of the hidden resource that’s all around us that we don’t see is what I’ve come to call the third side. Because in every conflict, we tend to reduce it to me versus you, or us versus them, there’s always two sides. And what we don’t see is that there’s always actually a third side, which is the surrounding community, it’s the whole, and that’s a huge resource to us.

If we’re stuck in a conflict, it’s really hard sometimes to go to the balcony, it’s hard to build bridges with some people, or in some organizations, or in some situations, but we can get help from the people around us. It may be our friends, it may be our neighbors, it may be our colleagues, it may be our allies, and it’s not just people to be on our side. That, too, is important, but people who can take the side of the larger whole. Let’s look at it from that larger perspective, who can help us, who can sit us down with the other side, who can listen to us. It’s engaging, building that, I call it a winning coalition for agreement. Building a coalition where we’re not alone in the situation.

And that, to me, is one of the great hopes for humanity, and for us individually in any of our situations, is to look beyond the two sides that we’re always being asked to take one side or the other. But where is that third side?

Pete Mockaitis
I love that notion, the third side, the winning coalition, and we’ve started to introduce some of these concepts, the balcony and the bridge. Could you give us that intro within the frame of the camel story which I really enjoyed?

William Ury
Right. Yeah, this is one of my favorite stories, Pete. It’s an old story, a fable that comes from the Middle East about a man who dies, and he leaves to his three sons, as their inheritance, 17 camels. And to the first son, the oldest son, he leaves half the camels, and to the middle son, he leaves a third of the camels, and to the youngest son, he leaves a ninth of the camels. Well, three sons go about it, and it turns out 17 doesn’t divide by two, and it doesn’t divide by three, and it doesn’t divide by nine, and they start to get into an argument, each one wants more. And you know how brothers can get, almost comes to fisticuffs and violence.

And, finally, in desperation, they consult a wise old woman. And she listens to them, like a good manager listens or whatever, she says, “You know, I don’t have the answer to this. I don’t know if I can help you, but if you want, I actually have a camel, and I’d be happy to give you my camel.” So, the three sons say, “Okay.” Well, then they have 18 camels. Well, 18, as it turns out, does divide by two, so the first son takes his half, and that’s nine; the second son takes his third, and that’s six; and the youngest son takes his ninth, and that’s two. And if you add nine, and six, you get 15, plus two, 17. They have one camel left over and they gave it back to the wise old woman.

Now, if you think about it, a lot of our conflicts, a lot of our situations are a little bit like those 17 camels. You approach it, there’s no way to divide it up, there’s no way to solve the problem. Somehow, what we need to do is, like that wise old woman, we need to step back to the balcony, look at that larger perspective, see if we can come up with a creative idea, a creative reframe, which, in this case, is the 18th camel, that’s the golden bridge, as it were, and see if we can transform the situation, and it often takes the help of a third side, which, in this case, is the wise old woman.

So, to me, actually that story, which I’ve been telling for a long time, I hadn’t realized, it has all those three ingredients, to me, which are the magic ingredients, the magic potentials, the magic victories that we need, which is, one, is a victory with ourselves which is ability not to react but to go to the balcony; the second is a victory with the other side, mutually agreeable solution, a golden bridge as it were; and the third is a victory with the whole, which is to engage that third side, the surrounding community. And if you can put all three together, that’s my aha in this book, then what’s seemingly impossible, and we’re facing a lot of seemingly impossible situations these days, becomes possible.

Pete Mockaitis
That’s beautiful. And I want to dig into each of these three in a bit of depth in terms of hearing some best practices and practical ways to implement, particularly in workplace scenarios. But first, I just want to go meta, or broad scale for a moment, and here you say that we actually could benefit from more conflict instead of less. What do you mean by that? And why is that the case?

William Ury
Yeah, it seems strange to say, particularly for someone who’s spent his whole life trying to help people resolve conflicts, to say that we actually need more not less. In the sense, I’m trying to say it to provoke people, is to say conflict is natural. We often kind of like, a lot of us, and me included, we find conflict uncomfortable and we try to avoid it, or we accommodate, we give in, we appease, or sometimes we go on the attack, and none of those three A’s, what I call them – avoid, accommodate, or attack – actually help us, really, get what we really want.

And so, to me, we’re not going to be able to end conflict. It’s part of life. There are a lot of conflicts, you may not even be able to resolve them, but the opportunity that we have is to transform them, it’s to actually, instead of avoiding it, it’s to embrace the conflict, transform it. In other words, change the form of it from what’s so often a kind of destructive fight or a sullen silence into kind of an engaged conversation where you listen to them, they listen to you, you come up with creative ideas. And if you think about it, conflict can be healthy. It can be productive. It can lead to better communication, more engagement.

They say that marriages, for example, benefit from some conflict, which get the issues that are, otherwise, under the carpet, engaged but in a constructive way. That’s the real opportunity, it’s to transform the conflict. And whenever you need change, whenever there’s something wrong, oftentimes you need conflict to be able to engage it. So, in that sense, when there are things wrong with the world around us, we actually need more conflict not less. Conflict can sometimes lead to innovation. It can lead to better ideas. The essence of what is a healthy democracy is conflict.

Pete Mockaitis
Okay. Thank you. Well, now let’s dig into these three unique human superpowers. We’ve got the balcony. We’ve got the bridge. Can you start with the balcony?

William Ury
What I’ve discovered over the years is that the single biggest obstacle to me or to any of us getting what we want is not what we think of it. It’s not that difficult person on the other side of the table in the office or wherever it is. The biggest obstacle to us getting what we want is right here, it’s me, it’s the person I look at in the mirror every morning. It’s my own, our own, very natural, very human tendency to react, in other words, to act without thinking.

As the old saying goes, “When you’re angry, you will make the best speech you will ever regret,” and that often happens. And so, the ability to not react, and that’s a choice that we have in that little moment, like I did with the president of Venezuela there, that little moment, we can choose not to react but to think about what’s going to really advance our objectives here, and we can respond creatively.

And, to me, that’s the key.

The ability to step back for a moment, before we react, I mean, we live in a very reactive culture and reactive times on social media. That ability not to react but to go to the balcony, and everyone has their favorite way of doing it. Some people, it might just be as simple as breathing, taking a walk, a workout, meeting a friend. Everyone’s got their favorite way. What’s your favorite way, Pete, to go to the balcony?

Pete Mockaitis
Well, it’s funny, I was reminded back in the day when I was interviewing for jobs as a candidate, and when I felt nervous, I don’t know why, but I guess there’s some science behind it. When I put both of my feet firmly, squarely on the floor, and just became aware of the presence of my feet there, I just felt more solid, grounded, firm, rooted, and that helped.

William Ury
That’s great. That’s exactly it. Essentially, in that moment, you’re pausing, you’re probably breathing, which brings a little more oxygen into your brain. When you put your feet on the ground, you started to relax, and that’s one of the wisest things, pieces of advice I’ve ever heard. When you’ve got something hard to do, start by relaxing. And you were relaxing in that moment, feeling your feet on the ground, and that visual imagery helped some of your nervous system, and then you can bring your best to a difficult situation, like giving a keynote or dealing with a difficult issue.

Pete Mockaitis
Certainly. Okay. So, that’s the balcony, it’s sort of the internal game, we take a breath, we focus, we don’t react, we don’t get defensive, don’t scream in anger. That sounds kind of easy, Bill. Any pro tips, do’s and don’ts about executing this well?

William Ury
Well, it sounds easy but when we’re triggered, when we’re reactive, when our emotions are taking us away, when we’re angry, when we’re fearful, when we’re anxious, it’s not so easy, it turns out, and that’s how often we feel when we’re in a tough situation, a difficult conflict, or an office spat, or whatever the situation might be. And so, that’s why we have to kind of cultivate it.

So, I’d say one thing is if you know you’re going to be in a difficult situation, you know you’re going to be in a difficult conversation with a colleague, or whatever the situation might be, with your partner, with your child, resource yourself. Everyone has their favorite way to resource themselves. I like to go for walks, ideally, in nature. Somehow nature fills me with a sense of awe and wonder. I relax. I can then bring my best. So, before any important negotiation, I go for a walk.

But everyone will have their favorite way of resourcing themselves so that you can actually have some natural resilience, so that when you go in, you’re going to be a lot less reactive when the other side starts saying things that press your buttons.

Pete Mockaitis
Okay. Understood. Well, now let’s talk about how do we build that bridge?

William Ury
Just the same as with the balcony, you have to do the opposite of what you might naturally feel like doing, you might naturally feel like reacting. Do the opposite and take a step back, go to the balcony. The same is true with the bridge. What happens in difficult conflicts is we tend to dig into our positions, the things we say we want, the things we demand. The other side digs into their positions, they push us, we push back, it goes nowhere, or it escalates even.

And the opposite of that, actually, what you find successful negotiators doing is the exact opposite of pushing. Because when you push, for example, right now, if I were just pushing you, Pete, if I put up my hands, you pull up your hands, and I was just pushing you, what would you naturally do?

Pete Mockaitis
Well, I would push back, step aside.

William Ury
Right. Exactly.

Pete Mockaitis
I’d probably be more shocked, like, “What is going on right now?”

William Ury
That’s it. Exactly. But people tend, when they’re pushed, to push back. It’s just instinct, and then we’re in a standoff. And what you find works is to use the power of surprise, which is to do the exact opposite of pushing, which is to attract. Because it’s almost like in a conflict, your mind is here, the other person’s mind is way over there, and you’re saying to them, “Hey, come on over to my idea,” whatever it is, “Come over to my position.” It’s not easy for them. It’s like there’s a big chasm, and that chasm is filled with, “Wait a minute, that doesn’t satisfy my needs, that’s not what I want. Other people will think I’d given in, or I look like a failure, or a wimp.” There’s a whole bunch of stuff in that chasm.

Our job is to build them a bridge over that chasm. It’s to start where they are for a moment, leave where your mind is, and this is not always easy, but leave where your mind is, and start the conversation where their mind is, where they are. You’re asking the boss for a raise, for example, “And I deserve that raise,” and you’re all there. Put yourself in the boss’ shoes for a moment, and imagine, “Wait, there’s a tough budgetary situation.” Start with your boss’ situation. How is the boss going to justify your raise to other people in the organization, and so on?

Think about their problem. Help them solve their problem so that they can help you solve yours. That’s the art of building the other side a golden bridge over that chasm of dissatisfaction. In other words, making it as easy as possible for them to move in the direction you want them to move. Attracting rather than pushing is the exact opposite of what we might normally do in a difficult conflict.

Pete Mockaitis
That’s beautiful. And when you speak to helping to solve their problem, and imagining it from their perspective and their stakeholders, you’ve got a really cool approach called writing your other party’s victory speech. Can you unpack that a little bit?

William Ury
When I face a tough situation, it could be personal or it could be global, and it seems impossible, what I like to do is I like to start at the end, and work backwards. You might not be able to get from here to there, but you might just be able to get from there to here, and then work your way back to there. And the way I do that is I like to sit down and write the other side’s victory speech. In other words, I do a little thought experiment. I imagine, “What if the other side accepted my proposal? What if they said yes?” What if they said yes to your proposal? Imagine that for a moment.

Your boss says, “Yeah, I’ll give you the raise.” Your colleague says, “Yeah, I’ll help you on that project.” Whatever it is, you think about that, and then imagine that they, then, have to justify that to someone else, to their boss, or to their colleagues, or to themselves looking in the mirror, or to their board, or whatever the thing is. What’s their victory speech? They say, “Yeah, it was a good idea for me to agree with Pete, and this is why, because it’s going to do this, that, and this.” You write their victory speech, and you think about how they can see that as a victory.

Then you see your job as helping them deliver that victory speech. And by writing that victory speech, by imagining it, it becomes more possible. And then the job becomes, “Okay, what can I do right now to start to help them, put them in a position where they could deliver that victory speech?” It has to be a victory for you, too, of course. But their victory speech is why they decided to agree with your proposal.

Pete Mockaitis
That’s cool. That’s cool. And then, in so doing, that naturally will spark some ideas for, “Oh, wait. You know what, this would be really easy for me to put in my proposal. It doesn’t make any difference to me, but might make all the difference to them in terms of what they’re able to share in their victory speech.”

William Ury
That’s right.

Pete Mockaitis
Cool. All right. Well, can you talk about the third step, or should I say, maybe third superpower?

William Ury
Balcony is one of our superpowers. We all have that ability within us to, as you mentioned, say nothing, not react. We all have the ability to build a bridge, and a core part of building the bridge, I should mention, is listening. We think of negotiation as talking, but, actually, if you observe the behavior of successful negotiators, they listen far more than they talk. There’s a reason we’re given two ears and one mouth, is to listen twice as much as we talk. And so, listening is key.

Now, it’s not always easy to do all this stuff. It’s not easy to go to the balcony in a difficult situation. It’s not easy to build those bridges. And this is where we need help, and that help, as I mentioned before, is around us. We may not see it but there’s a tendency in almost every conflict to kind of reduce it to two sides. It’s like two sides, it’s us versus them. It’s Arabs versus Israelis. It’s labor versus management. Whatever it is, it’s husband versus wife, we reduce it to two sides. But, in fact, there’s always a third side, which is the people around.

And I’d learned this, really struck me once, I’m an anthropologist by training, and then I got into negotiation but I was studying anthropology to understand and figure out human beings. And I was visiting an indigenous tribe, in Southern Africa, in the Kalahari Desert, the so-called Bushmen, and I was watching how they deal with conflicts. When two people get into a conflict, it can get serious because the men all have these arrows that they hunt with, which have poisoned tips, and you can kill someone, and then that person takes three to die, will kill someone else. And pretty soon, you have the equivalent of a small-scale nuclear war in a small group.

So, what they learned to do, what I saw, is when tempers start to get high, and you notice that, and people notice that, someone goes and hides the poisoned arrows out in the desert, and then the whole group gets together around the campfire – the women, the men, the children – and they talk it out. And it might go on for a day, or two days, or three days. They don’t rest until they talk it up because they know what the consequences are if they don’t. It’s not just a question of reaching an agreement. There has to be a kind of reconciliation.

And what I realized is that’s our ancestral birthright, it’s that use of the community, of the people around us to help create a container, a space, within which even the most difficult conflicts can gradually be transformed. That’s the third side, and that’s a power that we all have to evoke, or we often play the role of third siders. We don’t think of it necessarily but parents are always playing that role of third sides among their kids, peers among their colleagues, or the odd managers among their employees.

It’s that third-side role of helping listen to people, help them cool down, helping them get into communication with each other, helping explain what the other side thinks. All that knitting together turns out to be key if we’re trying to transform the impossibly difficult conflicts that we sometimes come across.

And the third side is the help of the whole, that’s what it is.

Pete Mockaitis
Okay. Thank you. That’s beautiful and a good reminder to seek that out, and to get that support. In the workplace, any pro tips on what might make for great third side collaborators to get in on the mix?

William Ury
It could be someone even outside your workplace, or just a friend and a colleague who can be a coach to you. You have a hard situation, sometimes we get blinded but the ability of using a friend or someone as a coach, to say, “How am I going to approach this difficult issue I’ve got with my colleague, or a coworker, or my boss?” That’s one. Another is there might be a colleague that you could involve. Sometimes, too, you’re not alone in these situations.

Imagine that you’re facing a difficult boss. If it’s just you, that’s one thing. But if it’s you with your colleagues, that’s the winning coalition, can approach the boss and sit down, and say, “Hey, let’s talk about this,” then you’ve got some more power. There’s real power in the third side, and sometimes you need that in situations because not everything in the workplace is fair.

Pete Mockaitis
That’s good. And when you talked about the tribes, you mentioned it might take a day or two or three, and, in your book, you mentioned working through some negotiations, that could take months or years. How do you think about patience and how we can get more of it? Because I think, sometimes, we can have the frustration that, “We’ve had this conversation four times, and it’s going nowhere. I guess it’s just hopeless.” How do you think about those situations? It seems you think about things differently.

William Ury
I do. I just know that when you get into these real gnarls with each other, and we kind of know this in families and so on of how these kinds of disputes can go on for a long, long time. And this kind of negotiation, I’ll just say upfront, can be some of the hardest work that we humans can do, and it takes patience, it takes persistence because, when you’re looking for possibilities, you make little breakthroughs, and then you might make progress, and then you might have a setback, and then you got to go back.

And it’s that way that I see the little possibilities turning into large possibilities. So, it’s true, it takes some time. Human beings, we’re not like computers. We take time. We have our grievances, we have our wounds, we have our traumas. It takes time to work through those, and it does take some patience. On the other hand, I would say, if you do invest in those relationships, if you do build trust in those relationships, then you can operate very fast at the speed of trust.

I remember a long time ago, I had some funding from Warren Buffett to work on avoiding nuclear war, a long time ago, and he was telling me about a negotiation he got involved in with his partner about making a major investment. And it was hundreds of millions of dollars, and he said the negotiation took place in one minute over the phone, where the guy called him up, and said, “We’re about to make this deal. What are you thinking?” He said, “What do you think?” And they were able to make the deal quickly. Why? Because they had developed the trust beforehand. They knew that the other would not take advantage of them.

And so, to me, if you want to move fast, then invest in building trust and confidence because, then, you can operate at the speed of trust, which is very fast.

Pete Mockaitis
That’s lovely. A lot of this has come back to when you say trust, patience, persistence, humility, calm, just sort of good human virtue stuff. Do you have any pro tips on how we can develop that within ourselves and our colleagues before we have a conflict or a negotiation that we’re getting into? Are there practices? You like going for walks. Is it meditating? Or is it reading, or spiritual practice? Or, how do you recommend folks get better at these just human goodness kinds of things?

William Ury
Well, the first thing, Pete, to recognize is that this is not rocket science. These are things that are inside of us. These are human potentials that each of us has. This is our birthright. So, it’s developing things that are already inherent in us. And, yeah, everyone will have their favorite ways of doing it. It might be meditating. Meditating can calm us down. It might be going for walks. It might be getting a coach or having a friend be a coach, coaching each other, all these kinds of resources. And then investing in the relationships around us by building trust.

It might be those little things where you put deposits in the bank of goodwill. You acknowledge someone. You thank them. You go out of your way to help them so that, then, when it comes to a difficult situation, you can withdraw a little bit, you can count on that, and say, “Look, we’ve got a hard situation here to work through.” But then you’ve got something to work with. And so, it’s that relational work that’s key to building the resilience that will allow us individually within ourselves, and then relationally in our organizations and in our work lives to be able to navigate some pretty stormy weathers sometimes.

And trust can’t be underestimated. It takes a while to build up trust but it can be destroyed in a second. So, what’s interesting to me is, even though sometimes people associate negotiation with kind of slight shading of the truth, or manipulation, the best negotiators I know, the thing they value most is their reputation for honesty and fair-dealing because, then, the other side will trust them, they’ll share more information, and you’re more likely to end up with a creative solution that works for all sides.

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

William Ury
One thing I just want to say is in a lot of these situations, there’s an element of power. We feel like there’s an asymmetry of power, we feel powerless. And so, one thing in negotiation, when you’re on the balcony, that you might want to think through is you’re trying to get the other side to do something, you’re looking for an agreement. Paradoxically, it’s helpful to think through what I call, what negotiation would call your BATNA, your best alternative to a negotiated agreement.

In other words, imagine that you’re not going to reach agreement with the other side, what’s your best course of action for satisfying your actions if you can’t? Imagine the difference it gives you. BATNA, knowing that, it seems like negative thinking, but it’s actually alternative positive thinking. It’s like, “I’ve got an option here. If I can’t reach agreement with a person now, maybe I can reach agreement with someone else. If I can’t get this job, maybe I’ve got another job.”

Just thinking through that gives you confidence that you’re going to be able to satisfy your interests. And that confidence, actually, increases the chances that you’re actually going to reach an agreement. So, paradoxically, when you’re on the balcony, think not just about what you want, but what’s your alternative for getting what you want if, for some reason, you are not able to reach agreement with the other side. Think through your BATNA. BATNA is power. BATNA is confidence.

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

William Ury
A quote from a great anthropologist, Margaret Mead, who said, “We are continually faced with great opportunities, brilliantly disguised as unsolvable problems.”

Pete Mockaitis
That’s good. Thank you. And now a favorite study or experiment?

William Ury
My colleague, negotiation colleague at MIT, Jared Curhan, did some very interesting experiments where he was studying how people negotiate.

And what he found was there was a very interesting correlation between how cooperative people were, how likely they were to reach agreements that were good for both sides, and the amount of silence that he noted in the negotiation. In other words, those little pauses, where people paused, they were a little more reflective, which is, of course, time on the balcony, so that silence turns out to be one of the great powers not when you’re talking but when you’re not talking. When you just even take that moment of silence, there’s a correlation with creative outcomes.

Pete Mockaitis
All right. And a favorite book?

William Ury
Favorite book that I’ve always liked is a book that was written 2500 years ago in China, the Tao Te Ching, which is kind of a book of paradoxical wisdom, but things like, I remember one quote from it, which is, and it goes back to your earlier question, “Do you have the patience to wait until your mud settles and the water is clear?” In other words, oftentimes, our minds are like these fizzy glasses, it’s full with fizz. Can we just take a moment, like when you planted your feet on the ground, to let the fizz settle so we can actually see more clearly, and, thus, act more effectively?

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

William Ury
Something that we all have, which is the ability to listen. But listen not just the way we normally listen, which is we normally listen within our shoes, like thinking, “Oh, I disagree with this, I agree with that,” or whatever it is. The kind of listening where it’s empathic listening, where you put yourself in the other person’s shoes. You try to imagine what it’s like to be in their shoes for a moment.

And if you can do that, if you understand where their mind is, you’re going to be much more effective at influencing them, of helping them move in the direction you want them to move. And it’s also, to me, it’s a sign of basic human respect. And I find that that’s maybe the cheapest concession you can make in any negotiation, is to listen and give them some respect. And it also helps you influence them more effectively.

Pete Mockaitis
All right. And is there a particular nugget that you’re known for, people quote, Kindle book highlight, re-tweet, from you again and again?

William Ury
Well, I’ll give you a contrarian one. I’m known for “Yes,” for getting the “Yes,” but I also wrote a book about “No” and the importance of “No,” and what I call the positive no, which is a yes, followed by a no, followed by a yes, like a sandwich. It’s a no which starts a yes; a yes which is important to you, “I’ve got an important family commitment this weekend,” followed by a very calm and matter-of-fact no, so you say to your boss, “So, I can’t work through the weekend.”

And then on the other side of it is a yes on the other side, which is, “But I can work with John and Mary, and we can make sure the work can get done anyway.” Sometimes it’s important in negotiation to have that yes, but it’s very important also to have the no to stand up for what’s important for you.

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

William Ury
Just my website would be good, which is just my name, WilliamUry.com.

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

William Ury
I do, which is next time you find yourself in a little bit of a spat or a conflict with a colleague, or a coworker, or a boss, think about bringing that spirit of possibility; think about tapping into your innate human superpower of going to the balcony, of not reacting, but asking what you actually want; and the innate superpower of the bridge, of listening, of being creative, and the innate superpower of engaging the third side, the community around you. If you put all three together, you can transform your conflicts. And if you can transform your conflicts, you can transform your lives.

937: Speaking the Hidden Language of Connection with Charles Duhigg

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Charles Duhigg shares the simple secret that helps you build powerful connections with anyone.

You’ll Learn:

  1. What supercommunicators know that others don’t 
  2. How to ask questions that deepen and enrich relationships 
  3. How one sentence can dramatically ease workplace conflict 

About Charles

Charles Duhigg is a Pulitzer Prize–winning investigative journalist and the author of The Power of Habit and Smarter Faster Better. A graduate of Harvard Business School and Yale College, he is a winner of the National Academies of Sciences, National Journalism, and George Polk awards. He writes for The New Yorker and other publications, was previously a senior editor at The New York Times, and occasionally hosts the podcast How To!

Resources Mentioned

Charles Duhigg Interview Transcript

Pete Mockaitis

Charles, welcome to How to be Awesome at Your Job.

Charles Duhigg

Thanks for having me on. I appreciate it.

Pete Mockaitis

Well, I’m excited to be chatting. I read your prior book The Power of Habit many years ago, and you got a fresh one, Supercommunicators coming out here. I can’t wait to dig into your wisdom. But first, I got to hear, so in addition to being a Pulitzer Prize-winning investigative journalist and graduating from impressive places, you’ve also served as bike messenger. Tell us this tale.

Charles Duhigg

Yeah, so before I went to business school, I was living in San Francisco and didn’t have a real job. And so, I was like, “You know what I could do, I could become a bike messenger.” And this was back in the late ‘90s when bike messengers were super cool. And so, I signed up for it, and I lasted, literally, one day. I actually got pneumonia from being a bike messenger for one day because San Francisco, of course, was filled with hills, and I was not physically ready to be a bike messenger.

It was interesting though because I would say probably about half, I mean, I did spend time with the other bike messengers, and probably about half of them were more active drug users and had some real serious health issues going on. And I do remember there was this one guy, I took the bus over with him in the morning, and we were driving over the bridge on the way to San Francisco, past the IKEA, and someone was like, “I hate IKEA. IKEA is corporate awfulness.”

And he’s like, “No, bro, IKEA is the best. They got that play area for kids. Me and the wife sometimes will just bring our daughter there, and then we just take off for like six or seven hours, man. It’s amazing.” And I was like, “Okay, this is bike messenger life.”

Pete Mockaitis

Bike messenger life. Well, I’m thinking you have to be in great shape. If they’re using drugs, which drugs are we talking about?

Charles Duhigg

I don’t know. I did not really ask. There seemed to be a lot of conversation about the various drugs, which, of course, I knew nothing about. No, they’re in great shape. Like, if you ride your bike all day long all over San Francisco, you’re in pretty good shape. The other thing is I just didn’t know how to navigate San Francisco, and it’s a hard city. There are ways around the hills and I knew zero of them.

Pete Mockaitis

All right. Well, you lived to tell the tale, and I would be most terrified of getting hit by cars.

Charles Duhigg

Yes, I was terrified of a lot of things. That was definitely one of them.

Pete Mockaitis
But if you’ve got the cool bag, the bike messenger bags are the coolest. Like, the seatbelt buckle and that material.

Charles Duhigg

And at the end of that one day that I spent as a bike messenger, when I was on the bike coming home, I felt like the coolest thing on earth, I was like, “Yeah, I’m a bike messenger. Just, like, messaging stuff,” and then I got pneumonia.

Pete Mockaitis
Mercy. Well, I’m glad you’ve recovered and I’m glad we’re here now chatting about Supercommunicators. It’s a great title and a great premise, and you were something of a supercommunicator in your world, although I think you’ll tell us times that maybe that was not as much the case. But before we get into all that, can you maybe kick us off with anything particularly startling or surprising that you discovered as you’re researching and putting this together?

Charles Duhigg

Yeah, absolutely. This has really changed how I communicate. And you mentioned that I’m a supercommunicator. Actually, the truth is all of us are supercommunicators at various times. We all sometimes walk into the meeting and we know exactly the right thing to say, or a friend calls and they’re upset, we know exactly how to make them feel better.

And the point is that, actually, we all have this talent. In fact, it’s actually hardwired into our brains, it’s how we evolved but sometimes we can forget it. And so, the goal of this book is actually to remind people or teach them how to think about communication so that it’s easier to remember what to do to be a supercommunicator.

And, for me, this really started when I was talking to these marriage therapists, and one of them described the situation that I’ve had a lot in my own life, which is sometimes I would come home from work after a long and hard day, and I would start complaining to my wife. I’d be like, “My boss is a jerk, and my coworkers don’t appreciate me, and blah, blah, blah.” And my wife, very, very wisely, would offer some practical advice. She’d say something like, “Why don’t you take your boss out to lunch, and you guys can get to know each other better?”

And instead of hearing what she was saying, I, of course, would like explode, and be like, “Why aren’t you supporting me? I want you to be outraged on my behalf.” And so, when I was talking to these therapists, I was like, “What is going on here? We’re both bringing sort of our best selves in this conversation, we’re both bringing good intentions.”

And they said, “Look,” and this is the big insight of the core of the book. They said, “Look, most of us think about discussions as just being one thing, it’s a discussion about one topic but that’s totally wrong. Every discussion is actually made up of multiple kinds of conversations.” And, in particular, there’s these three buckets that most conversations fall into.

There are practical conversations, “Why don’t you take your boss out to lunch? Here’s a problem, let’s solve it. We need to make a plan for how we’re going to get to my mom’s for vacation.” Then there are emotional conversations. And in an emotional conversation, I do not want you to solve my problem. I want you, literally, to just kind of give me encouragement and validate how I’m feeling.

And then, finally, there’s also social conversations. And social conversations are about how we relate to each other, how other people see us, how sort of we exist within society. And, oftentimes, when we’re having a conversation, we will move, or having a discussion, we’ll move from conversation to conversation. But if we’re not having the same kind of conversation at the same moment, we really won’t be able to connect. And that was what’s happening.

Pete Mockaitis

We, meaning, like, party A and party B, both on the same page, the same style and level of conversation.

Charles Duhigg

Exactly. When I came home and I was upset, I was having an emotional conversation and my wife replied with a practical conversation, and so I could not hear what she was saying and she got frustrated by what I was saying because we weren’t, what’s known within psychology as the matching principle, we weren’t having the same kind of conversation at the same moment.

Pete Mockaitis

Understood. And so, when you say, to complexify, often the conversation is not just one, it’s multiples.

Charles Duhigg

Oh, absolutely.

Pete Mockaitis

Sort of simultaneously, or weaving back and forth, or all those things.

Charles Duhigg

Yeah, absolutely. You’re usually moving from emotional conversation, to practical conversation, to social conversation, and then back to emotional. And what’s important is just that everyone who’s in that conversation, whether it’s two people or many people, that we look for the clues about what kind of conversation is happening, and we match others, and we invite them to match us.

So, when someone says something really emotional and they’re sending us a signal about, like, “Look, we need to talk about how we feel. This is not about solving the problem. This is about airing out why the problem exists,” our ability to pick up on that and then match them, and then, after that, invite them to move to solutions, to move to a practical conversation, that’s really powerful. That’s how you connect with, really, anyone.

Pete Mockaitis

Certainly. Well, that sounds powerful. I suppose, if I may be so bold, can you prove it? Can you tell me, really, what’s at stake or what’s unlocked if we upgrade our super communication frequency from once in a while when I’m on fire to fairly regularly?

Charles Duhigg

It’s hugely powerful. Think about at work how many conversations you have that if the conversation goes well, things get so much better, and if the conversation does not go well, things don’t get better. Like, let me ask you. So, just think about the last week, what’s the most meaningful conversation you had in the last week?

Pete Mockaitis

Well, I’m in the process of buying a company, so we had a meeting with the buyer-seller accountants, so I think that seemed important from just a dollars and cents perspective.

Charles Duhigg

That seems really meaningful. And I’m sure that that’s like taking up a bunch. Now, my guess is that a lot of those conversations are practical, but buying a company also brings up a lot of emotions. Like, it can be scary, it can be exciting, you can have partners who are saying, “I think we’re moving too fast,” or, “We’re not moving fast enough.”

A big transaction like that, have you found that some of the conversations you’ve had with your spouse, or with your partners, or anyone else that they’ve been emotional instead of just purely practical?

Pete Mockaitis

They have been emotional in that you see emotions are there but it hasn’t been super intensely emotional in either way.

Charles Duhigg

That’s fine.

Pete Mockaitis

Well, maybe between my partner and I, like, “Oh wow! This will be such a cool opportunity if we did this, or this, or this, or this. This will unlock this,” so there’s that. But never have we been super intensely emotional in terms of, like, angry, or, “You’re screwing me over,” which is great. None of us feel that.

Charles Duhigg

Which is great. And, by the way, most emotional conversations are not super emotional, they’re not super intense. We all have those conversations sometimes, and knowing how to navigate them is really important but most of the conversations we have every day are at a lower temperature, and that’s fantastic.

But if your business partner came, and he’s like, “I’m so excited. This is going to be amazing,” and you didn’t engage with that excitement at all, you didn’t sort of invite him to share that excitement, it’d be hard going forward. And then if you came in super practical-minded, and you’re like, “Look, I don’t care how excited you are, we got to figure out the dollars and cents on this,” and all he talked about was like the excitement and how he feels, it’d be super frustrating for you.

But just helping us recognize what kind of conversation is happening, that helps us figure out how to communicate.

Pete Mockaitis

It does. And what’s intriguing, though, is the interconnectedness. Like, let’s say, “I’m super excited about this specific possibility of integrating some staff here over there,” and they go, “Oh.” And so then, in some ways, the optimal response, for me at least in that moment, is not so much, “Yeah, that’s really cool,” although that’s not bad. I mean, I wouldn’t shun that, I’ll take it.

But I think, for me, I guess maybe next level stuff is hitting both, which is like, “Oh, my gosh, that is really exciting, and it will be so easy to just do this.” It’s like we hit the emotion and extended the practical at the same time.

Charles Duhigg

Exactly. So, the book is filled with stories of sort of supercommunicators who are just normal people who sort of figure something out about a particular conversation. And one of them is about the CIA officer in his early 30s, he’s just been hired, and his job is to go recruit spies overseas. So, they send them to Europe, and they’re like, “Come back with some spies.”

And this guy, his name is Jim Lawler, he’s a great guy, he spends, like, a year trying and just strikes out again and again and again, and he is terrible at this job. He can’t make a real connection with anyone he’s trying to recruit. And then he meets this woman Yasmin who, she’s in town, she works in foreign ministry in her home country in the Middle East, she’s like the perfect, perfect candidate.

And he goes, and he “bumps” into her at lunch, and then invites her to lunch next day, tells her he’s an oil speculator, and eventually they get to know each other, and they kind of start investing in each other a little bit. And then, at one point, he’s like, “Look, I lied to you. I’m not an oil speculator. I work for the Central Intelligence Agency. Will you help us by telling us what’s going on inside your ministry because we want the same things you do? We want to stop the repression of women. We want to bring down this theocracy that’s ruling your country.”

And she just looks at him and starts crying, and she’s like, “They kill people for that,” and she just bolts out. And so, this guy, Jim Lawler, he’s told his bosses already that he’s recruiting Yasmin, and when he goes and he tells them, like, “I tried to close the deal and she ran away,” his boss was like, “You’re going to get fired. You’ve been here a year, she’s your only possible recruitment, and you just screwed it up.”

So, Lawler knows that he has one more opportunity, one more meal that he can ask Yasmin to have with him. And so, he takes her to the meal, and she’s really depressed, and she’s depressed because she’s about to go back to her home country, and she’s kind of depressed in herself. She’s depressed that she hasn’t changed more on this vacation, and he tries to cheer her up. He tries to tell her stories about when they were sightseeing, and it just doesn’t work.

And then towards the end of the meal, he just decides, like, “You know what, this isn’t going to happen. I’ve screwed this up.” And so, he just gets honest with Yasmin, and he says, “Look, I know that you’re disappointed in yourself. I’m super disappointed in myself. Like, I thought I was going to be a great CIA officer, and it turns out I’m terrible at this. And I see other guys who got hired with me, and women who got hired with me, and they’re doing so much better. They all have this confidence I don’t have.”

And he just starts talking about how he’s going to have to go back to Texas, and work for his dad. And his brother is a better salesman than he is. And while he’s describing all this, he’s just being as honest as he can, matching Yasmin, unintentionally she was glum and wanted to talk about how she felt, and now, finally, he is also talking about how he feels, she starts crying. And Lawler reaches across the table, he said, “I didn’t mean to make you cry,” and she goes, “No, no, what you want is important. We can do this together.”

And she becomes one of the best assets in the Middle East over the next 30 years, and Lawler actually goes on to be one of the top recruiters in the CIA. But I think the point here is that, unless we know how to look for what’s happening in a conversation, unless we are a little bit conscious, and it’s not hard to get conscious of this, a little bit conscious about how to match someone, we can totally miss what they need, and they can miss what we’re asking them for.

Pete Mockaitis

Well, yes, thank you, that’s a lovely tale. And so, let’s just go ahead and do more, please, Charles. So, that’s a demonstration of the emotional vibe, like, “What’s up?” And so, in that instance, there’s crying, there are some dramatics. So, give us more of the tale showing how that unfolds marvelously in the practical flavor and the social flavor?

Charles Duhigg

Well, okay, and I would actually say that conversation, there are emotional aspects but there’s also practical aspects because she’s agreeing to become a spy for him. So, one of the things that we know is that when researchers have looked at people who are consistently supercommunicators, they found that these kinds of people, on average, ask 10 to 20 times as many questions than other people.

Pete Mockaitis

Oh, no kidding?

Charles Duhigg

But we’re oftentimes not aware of it because the questions are like, “Hey, that’s interesting. What do you think about that?” or like, “Huh, what did you do next?” or just little things that make it easier for us to enter a conversation. And there’s actually an experiment I like to do. So, think for a second, if you were having, like a really bad day, like just a terrible day, who would you call that you know would make you feel better?

Pete Mockaitis

Oh, we got a few options.

Charles Duhigg

Sure, but I don’t know, who comes to mind first?

Pete Mockaitis

I’d say my wife.

Charles Duhigg

Okay. Now, let me ask you this, is your wife, like, the funniest person you know, like standup comedian funny, like just kills it every time?

Pete Mockaitis

She is among the funniest people I know.

Charles Duhigg

Okay. Okay. But you described her as a wife, you don’t describe her as, like, my comedian wife.

Pete Mockaitis

Yeah.

Charles Duhigg

What about is she the most successful person you know, like earns the most money?

Pete Mockaitis

Well, depending on how we measure success, yes. From an income-generation perspective, she is not.

Charles Duhigg

Okay. And what’s interesting is the audience probably thought of someone that they telephone to make them feel better. And that person probably is not their funniest friend, or their smartest friend, or their most successful friend, so why telephone that person? What’s that person doing that makes us feel so good?

And the answer is what they’re doing is they are inviting us to share who we are, and then they’re proving to us that they are listening. So, you asked for an example of how this happens in the everyday world. There’s a guy named Nicholas Epley who’s a professor at the University of Chicago, and one of the things that he’s done a lot of work on is trying to figure out, “What kinds of questions can we ask that make people feel closer to each other, almost like without it being obvious?”

And what he found is that there’s this category of question known as a deep question. And what a deep question is that it’s something that asks you about your values, or your beliefs, or your past experiences in a way that invites you to open up and explain who you are. So, an example of this is to say to someone, like, “Where do you work?” and then they say, “I’m a lawyer.” You say, “Oh, have you always wanted to be a lawyer? Like, do you love practicing the law?” Those are deep questions.

Now, they don’t seem like overly intrusive or awkward but they’re deep questions because they invite the other person to expose something a little bit that’s vulnerable. And if when we hear that vulnerability, if we reciprocate that vulnerability, that other person will feel closer to us. So, my guess is that a lot of the conversations you have with your wife, and tell me if I’m getting this wrong, involved you asking her the deeper question rather than the surface question, her telling you something that’s real, and then you responding with something real yourself, and that you probably feel closer as a result. Is that fair?

Pete Mockaitis

Oh, yeah, sure, that happens.

Charles Duhigg

Yeah. But we don’t think about asking deep questions, and yet it’s something that we know helps us figure out what the other person wants to talk about, it helps us align.

Pete Mockaitis

So, let’s hear some more examples of these deep questions. So, “Have you always wanted to be a lawyer? Do you love practicing law?” What are some other examples here?

Charles Duhigg
Really, I mean, anything. Like, where did you grow up?

Pete Mockaitis

Danville, Illinois.

Charles Duhigg

Okay. Like, what was the best part of growing up there?

Pete Mockaitis

Well, what’s deep is that I have to think for a while. There’s a lot of good things.

Charles Duhigg

That’s a good sign though.

Pete Mockaitis

It’s so funny. When I hear questions, I really like to answer them masterfully or accurately. But, in some ways, I could say any great thing about growing up in Danville. So, I’ll say. I just had a lot of fun meeting so many different folks. And it’s almost like divisions of, in my experience, like divisions of race or class or whatever didn’t even matter. It was just like, “Oh, well, Ruhini’s parents have a huge house. That’s kind of cool,” and that’s that. And then onto the next. It doesn’t matter.

Charles Duhigg

So, here’s what’s interesting about the answer you just gave me. First of all, you’re telling me a little bit about what it was like to grow up in this place. And so, you’re telling me about your experiences. You also told me about your values, like you value people who are kind, you value kindness. It sounds like you value kindness more than financial success or professional success.

It sounds like you’ve had some experiences where, like, you’ve had friends who are more wealthy than you and probably friends who are less wealthy than you but you found something really meaningful in creating friendships that aren’t defined by demographic lines. That’s a pretty easy question for me to ask, like, “What’s your favorite part of growing up there?” And yet, when you answered that question, I now know so much more about you, and you also told me something kind of intimate.

Now, in the language of psychology, you’ve exposed a vulnerability. Like, you put me in a place where I can judge you. You might not care what my judgment is, and you probably don’t, like if I was, “Oh, man, that sounds like a terrible place to grow up,” you wouldn’t care because I’m some idiot that you just met.

But the fact that you opened yourself up and exposed little bit of vulnerability means that you’re ready to feel closer to me, and if I reciprocate with vulnerability, if I tell you that I grew up in New Mexico, Albuquerque, which is true, I’m going there pretty soon, and one of the things that I loved most about it was that it was a place, like my high school was on 89% Hispanic or Native American. And that’s true of a lot of New Mexico and to grow up as a white guy, to get a chance to feel like a minority is really powerful and it creates empathy.

Like, A, I’ve told you something about myself by answering the question that I asked you, but, B, by reciprocating your vulnerability, we feel closer to each other. We can’t help but feel closer to each other. Literally, our brains are hardwired to feel closer to each other.

Pete Mockaitis

Yeah, and what’s interesting is, as we super-communicate with each other, is that it’s funny how the monkey mind just has all these associations, in like, where it just might naturally want to go. So, you say Albuquerque, I’m thinking, “I love the show Breaking Bad,” and so I have a desire to say something about “Breaking Bad.” But, really, from a connecting perspective, that doesn’t really do much for us here.

Charles Duhigg

So, here’s a good example here. I said I’m from Albuquerque, you definitely could’ve broken in and been like, “Oh, my God, I love Breaking Bad. That’s the best show ever.” But because you are a good communicator, you intuit it, like, that would actually disrupt the flow of this conversation. That’s a fun conversation, maybe a practical conversation, and I’m revealing something about who I am. It’s an emotional conversation or social conversation. And so, instead of interrupting me and stealing the spotlight in saying, “Man, I love Breaking Bad. Do you like Breaking Bad?” you knew to match the kind of conversation I was having.

Now, think of how many times we sometimes get this wrong. Like, I get this wrong with my kids all the time. Like, if my kids come to me with something they want to talk about, they’re upset about something, or they want to talk about the social scene at their school, and instead of listening, and asking questions, and matching them, and meeting them where they are, I start trying to solve their problems, like I have all these lessons in my head that I want to shove into their head.

And, of course, they’re like, “Whatever, dad.” It’s like you breaking and being like, “I love Breaking Bad.” It’s me being like, “Well, here’s a lesson that you can learn.” I do this all the time. I still make this mistake but the more we become conscious of it, the more that we’re aware of listening for what kind of conversation is happening, matching other people, inviting them to match us, the more we end up having those special moments.

Pete Mockaitis

And it’s funny, I think if we weren’t primed in the world of, I’m thinking about deep questions and matching, and practical versus emotional versus social, I might very well have just let her rip with “Breaking Bad is awesome.”

Charles Duhigg

Yeah. Or, I might’ve like talked about growing up in Albuquerque. I mean, this is something that definitely happens, someone says. My dad passed away about five years ago, and I found that when I came back, I was living in New York at the time. When I came back to New York after the funeral, it’s the most interesting thing that had happened to me that year. It’s sad and it’s hard but it’s also just interesting and complicated.

And one of two things would happen. I would tell people that I was just back from my dad’s funeral, and they would say, “I’m sorry,” and then change the topic. And they’d usually change it to something that’s totally unrelated or totally different emotional attitude, or they would just not respond. That happened all the time. And what I really wanted was I wanted people to be, like, “What was it like? What was your dad like? Tell me about your dad.” That’s amazing when someone has passed away and someone else asks you what they’re like, you love describing them.

And I think that, to your point, oftentimes during the most meaningful conversations, we have this instinct to do that, “Hey, Breaking Bad, I love Breaking Bad” because we feel so uncertain, we feel so unsure of ourselves in the conversation. But the more that we can recognize how the conversation works, what this other person is asking for, the more certain and comfortable we become in giving it to them. And that can be incredibly powerful.

Pete Mockaitis

It is. And I think there’s uncertainty or fear or trepidation, whatever the vibe is, in that moment. It’s like the risk is really, I think, lower than what we perceive it to be emotionally.

Charles Duhigg

Oh, absolutely.

Pete Mockaitis

Because if I were to say, “Oh, man, I’m sorry. That must’ve been really hard. Tell me what are some of your favorite memories of your dad that came to mind.” I’m thinking, like, at worst, you might say, “I’m really just not comfortable telling you about that.” You’re not going to scream at me or assault me. You might just shut that down if it’s like, “Dude, I barely know you. I don’t feel like crying in front of you at this moment. It’s been a day. I’m just going to terminate the conversation.”

Charles Duhigg

And, by the way, it’s been five years, and so when I bump into other people who have been to the funeral, I ask them, like, “Tell me a little bit about your dad or your mom.” Literally, not once has someone ever said, “I don’t feel like talking about it right now.” People love talking about it. It’s like literally this thing that just happened to them. It’d be like if you got married and none of your friends asked you about the wedding, like when you get married, you want to talk about the wedding, “It was overwhelming.”

And, honestly, like going to a funeral for a parent is just as overwhelming, and sad instead of happy, but you still want to talk about it. And I think that you’re right. I think that people perceive a risk that not only is overblown, oftentimes it actually isn’t even there.

Pete Mockaitis

That’s good. Well, so then social, who are we, this category, it sounds like we’ve touched upon it in terms of it’s unveiling values and what we’re about.

Charles Duhigg

It’s a little bit different. So, when we’re having a social conversation, what we’re really talking about is, “How do I relate to other people? How do they relate to me? How do I see other people? How do I think other people see me?” So, think about, for instance, there’s a story in the book about Netflix. So, Netflix had an executive who, about five years ago, he used the N-word in a meeting, and he used it in a kind of benign way.

He was trying to describe something but many people in the meeting, for good reason, were offended. He ended up getting fired because of this, but it set off this whole controversy within Netflix. And they hired someone to come who was a supercommunicator, understood how communication works. Her name is Verna Myers, she’s amazing.

She kind of transformed how the conversation, across the entire company, thousands and thousands of people. She transformed how the conversation is happening to help people understand, “It is okay to say to someone, ‘I see something differently than you because of my background, and that doesn’t mean either of us are wrong or right.’”

If I’m a black parent, I might very well see cops differently than a white parent. And that doesn’t necessarily mean I’m wrong or I’m right. It also doesn’t mean we have to agree with each other. But understanding that difference, that’s a social conversation. It’s a conversation about identities, and how identities shape how we see things. That’s actually a huge part of understanding. And if we’re comfortable having that conversation, then it makes it a lot easier to come together.

Secondarily, as part of that conversation is this emphasis on belonging, that every single person has the right to participate in a social conversation and to have an identity. Everyone has had a racial experience, a gender experience, whether you’re black or white or man or female or nonbinary. We all have these experiences that shape who we are. And sharing that with other people, it feels really good. That’s a social conversation.

A social conversation is sharing how we see ourselves in an attempt to align how others see us with our self-image, and to hear how they see themselves and how that might differ from how see them.

Pete Mockaitis

Can you give us some more examples here?

Charles Duhigg

Yeah. Well, so a lot of social conversations are like office gossip. There are actually these really interesting studies on gossip. And what they find is that gossip is really important within companies because gossip is how we not only learn information, it’s how we establish moral and social norms without having to be overbearing about it.

So, if someone is, like, “Oh, my God, Jim got so drunk at that party last night,” and they seem critical of it, then we know, actually, drunkenness is not a norm that’s accepted at this company. And it gets even down to smaller things. And once you start thinking about these kinds of conversations and the powerful role that they play, you can begin thinking about how to make them better.

So, there was a study that was done of an investment bank, and this investment bank was like a place for people who are at each other’s throats all day long. They were competing for deals, they were competing for bonuses, they would have these screaming fights on a regular basis during meetings.

So, these researchers come in, and they tell everyone, “Okay, look, before every meeting, for the next week, what we want you to do is we’re going to give you some notecards. Before every meeting, just write down, literally, one sentence on the notecard, and write down what you hope to accomplish in this meeting, your goal, and what kind of tone or mood you hope the meeting will have. And then when you start the meeting, if you want, you can read it, you can share it with other people, or you don’t have to.” Most people didn’t.

And what they found is that, when they looked at the cards people wrote, what people would write were things like, “I want to ask Maria if she wants to come on vacation with me but I want to make it easy for her to say no,” or, “I want us to figure out the budget for next year…” a pretty practical conversation, “…but I want everyone to get everything off their chest because there’s been some tension.”

Just by asking people to write that sentence before each meeting, the incidence of conflict went down 80% within the firm that week. Now that did not mean that people agreed with each other, it did not mean they stopped fighting, it did not mean that they were less competitive, but because everyone knew what they wanted out of that meeting, and because they knew what kind of mood they were looking for, they were able to signal that much more easily to other people, and we pick up on those signals.

Pete Mockaitis

Yeah. Well, that’s my favorite kind of thing, Charles. We have a minor intervention with a huge result, that’s cool. So, we’re writing that down, and, in so doing, that gets to the “Who are we?” in terms of, I guess, “Who are we?” in that moment in terms of how we’re showing up right then and there.

Charles Duhigg

Yeah, absolutely. We’re coming together and we’re working for this firm together. We are all here trying to remind ourselves that we are on the same team as opposed to on different teams. And if I’m talking to you in a meeting, and I’m saying, like, “I want to discuss the budget but I want to give everyone a chance to get things off their chest,” then what I’m saying to the other people is, “I understand you’re frustrated. I’m your boss. I could tell you we’re just going to do the budget. It’s my way or the highway. But I’m signaling to you, in a social context, I understand you are frustrated. I understand that you don’t feel like I am being the boss I ought to be right now.”

“And once we have that conversation out in the open, then we can start talking about how do we resolve it? Are there things about how we run the social organization that is this company, that we run it in ways that make it hard for people to speak up or to bring their best selves to work? If we’re having conversations with someone else, and we’re talking about ‘How does Jim see this?’ or, ‘I have a problem. Here’s my solution.’ That’s a practical conversation. “Now let’s think about how the rest of the firm is going to react when I bring up this solution.”

That’s a social conversation because the way that other people react will not be based entirely on pragmatics and practicality. It won’t be based entirely on emotions. It might be based on power differentials or on structural issues. But once we sit down, and we’re like, “Look, let’s talk about how this is going to play out at the company from a social perspective,” then suddenly we’re having a slightly different conversation than an emotional conversation or a practical conversation. We’re trying to anticipate how other people see themselves and how that shapes what they believe.

Pete Mockaitis

Beautiful. Thank you. Well, tell me, Charles, is there anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Charles Duhigg

No, the thing I would say is the book is filled with stories, and the reason why it’s filled with stories, there are stories about there’s this awesome study called the 36 questions that lead to love. It’s known as the Fast Friends procedure, and it was this study that try and make strangers into friends, and it worked. It worked by getting them to ask each other deep questions.

There are stories about conflict, like, “What do we do when we’re in conflict with someone?” And the answer there, and that story takes place in part online in Facebook. It’s this group that was put together of gun rights advocates and gun control advocates. And what we found is that, in conflict, it’s even more important to prove that we’re listening.

And one of the ways we can prove that we’re listening is by this thing called looping for understanding, which is pretty instinctual. It’s, ask someone a question, repeat back to them what they just told you in your own words. And then the third step, and this is the step that most people forget but it’s the most important, ask them if you got it right.

If you do that and you continue looping until they agree that you’ve gotten it right, it’s almost impossible for people to be angry at each other no matter how big their difference is. And that doesn’t mean that you have to agree with each other but it means you can take anger out of the equation. And so, my goal with these stories is, and there’s a lot of practical tips.

There are sorts of the bullet points after each chapter, but my goal is to give people these skills that they can use to become better communicators because, as I mentioned, all of us are supercommunicators. Sometimes we just do it by instinct, sometimes we’re just lucky and it comes out, but if we learn the skills then we can do it whenever we want. And for the most meaningful conversations, we can really connect with someone else.

Pete Mockaitis

Just a follow-up on the looping point, I understand you’ve also got some research associated with the asking of a follow-up question is another super powerful thing that people did.

Charles Duhigg

Absolutely. And that’s actually a form of looping. Like, sometimes if I ask you a follow-up question, it’s proving to you that I was listening to what you were saying, and that’s really important.

Pete Mockaitis

Certainly. And so then, the good follow-up questions do just that. They prove that you were listening to what we’re saying as opposed to, “So, tell me more about that” which still is a decent question when you got nothing else. But, ideally, for a follow-up question, we want to have some content. I sort of think about it like when I’m getting emails, it’s like, “Was this a mass email sent to the whole world or was it sent specifically to me, Pete Mockaitis?”

And there are little indicators of that in the note. And so, too, with the question, one would have to have listened and shared some bits, like, “Oh, you said you think guns are a great way for teachers to prevent violence if they were all armed. Is that right?” “Yeah, that’s what I said.” It’s like, “Well, are you aware of some incidences in which folks armed up the teachers, and they saw the desired results?” So, there’s a follow-up question that shows I was listening.

Charles Duhigg

Yeah, that’s a question where you are presupposing the answer, so I would say one thing that’s important is…

Pete Mockaitis

Oh, I really wasn’t. I was like “Do we have that information?” “I’ll tell them and then no more problems.”

Charles Duhigg

Yeah, if you’re genuinely and curiously asking, that’s the key to ask curious questions. But you had said something like, the generic question is like “Tell me more about that.” But, again, getting back to deep questions, instead of saying, “Tell me more about that” like an easy way response, if you’re not certain what to say, is to say, “What did you make of that? You just told me about this thing. Why was it important to you?”

And that’s a deep question. It doesn’t appear deep. It doesn’t appear intrusive or it doesn’t appear overly intimate but, again, it’s asking me to explain about my values, or my beliefs, or my experiences. It’s giving me a chance to tell you about how I see the world. And I guarantee you that once you hear that, the follow-up questions are going to be almost automatic.

Pete Mockaitis

All right. Well, now let’s hear about some of your favorite things. Can you tell us about a favorite quote, something you find inspiring?

Charles Duhigg

I think the quote that I use most with my kids is, “It’s only a mistake if you don’t learn something from it.” And I realize this is kind of a cheesy quote. But honestly, I make mistakes all the time, we all make mistakes all the time, and it’s so easy to get down on yourself, that if you tell yourself, “It’s only a mistake if I don’t learn from it,” then it stops being a mistake. It starts being an experiment. And not all experiments are supposed to go right.

Pete Mockaitis

Okay. And a favorite study or experiment or bit of research?

Charles Duhigg

Actually, I mentioned the 36 questions. This is an awesome, awesome study. So, what they did, it’s these two researchers at the University of Rhode Island, they took all these people in pairs, and they put them in a room, total strangers, and they would have them ask these 36 questions back and forth. And they designed the questions to be deep questions without appearing…many of them didn’t appear very deep, particularly at first.

And then they send everyone home, it only takes an hour, they send everyone home. This is pre-internet, by the way. And then seven weeks later, they tracked down everyone who’d been in that study, and they asked them one question, “Did you ever seek out the person that you had that conversation with?”

Now, they had not given them any information on how to find each other. There was no exchange of business cards or anything like that, so finding the person you had the conversation with was actually kind of hard. They found that 70% of people who had engaged in those conversations had sought out their conversational partner. They’d go out to beers and movies together. Three people ended up getting married to the person that they had the conversation with.

And it’s because of this emotional reciprocity, it’s because if we ask deep questions, and then we answer them, we feel close to the other person. And so, I just think it’s a wonderful study.

Pete Mockaitis

It is. I actually went through that list of questions on a date.

Charles Duhigg

Oh, yeah?

Pete Mockaitis

We didn’t end up getting married.

Charles Duhigg

It’s okay. It’s okay.

Pete Mockaitis

But, in a way, it was a good outcome, and then I think we…I don’t know how much that exercise contributed to things but I think we parted on good terms not too long thereafter.

Charles Duhigg

Excellent.

Pete Mockaitis

And I guess we knew some new things. And a favorite book?

Charles Duhigg

I used to always say The Varieties of Religious Experience by William James, which is just one of my favorite books. And for anyone who hasn’t read it, there’s a chapter on the religion of happy-mindedness. William James, of course, is like the father of American psychology. And the religion of happy-mindedness is about people who are just happy. Like, why are they happy? And what did they know that we don’t?

But the other book that I love, that I’ll make a plug for, it’s actually a novel. It’s by Jennifer Egan, and it’s called A Visit from the Goon Squad. And very similarly, I think it’s about how we create happiness in life, and how we recognize it and sometimes fail to recognize it even when it’s right in front of us. So, it’s a wonderful book.

Pete Mockaitis

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

Charles Duhigg

So, I just read an article about AI for The New Yorker, and part of it is about Microsoft’s Copilots that are coming out. And so, I’ve been using all the different AI products, and I will say, like, I don’t think that it’s making me more productive. It’s just super fun though. Like, I sent out an email this morning, and I made an image on Midjourney for it. So, I would say, right now, AI is the tool that I’m enjoying very much.

Pete Mockaitis

Well, so lay it on us, ChatGPT, Midjourney, what else is cool and interesting?

Charles Duhigg

Oh, the Copilots. There’s going to be an explosion of Copilots over the next couple of years. And Microsoft is releasing them right now, but every company is going to be creating agents or copilots. So, in three or four years, this is totally feasible. We will wear a device that records every single conversation, and that conversation will be digitized. It will all be our data. No one else will have it.

And then 10 years from now, you’ll be like, “You know, I was once doing a podcast, and this guy talked about AI, and I can’t remember who he was, but he mentioned Midjourney. Go find that conversation.” And the AI will be able to find it. It’s what large language models index and search very, very efficiently with even vague guidance.

And so, if you think about it, our conversations are a huge corpus of knowledge, it’s a huge database, and it basically only exists between two people, or if you happen to be recording it, it exists between two people and whoever is listening to the conversation, but it’s hard to remember and you don’t know exactly who said what. And once we’re able to unlock the database of conversations, it’s going to be awesome.

Pete Mockaitis

Okay. And you are a habit master. Tell us your favorite habit?

Charles Duhigg

So, in The Power of Habit, there’s this whole thing about keystone habits, which are habits that set off chain reactions of other behavior changes. So, for me, I would say my keystone habit is definitely exercising in the morning. And I really dislike exercising, so what I do is I sign up for half marathons. And, by the way, I hate races. There’s nothing I enjoy about it.

But I sign up for half marathons because I’m so scared about how bad it will hurt to run that half marathon if I haven’t trained. And that gets me to go train every morning. And then after I train, I’m like, “Oh, man, I feel great. This is really good.” So, I would say my big keystone habit is trying to exercise at least once each day.

Pete Mockaitis

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

Charles Duhigg

As I’ve been working on Supercommunicators, the story with my wife, I think, is something that really resonates with people, because I think we’ve all experienced that. Like, someone comes to us with a problem, and we try and solve it for them, and then they’re frustrated, and then we’re frustrated. And so, I find that explaining, “Oh, it’s actually two different kinds of conversations are happening here,” that that’s been really powerful for a lot of people.

Pete Mockaitis

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

Charles Duhigg

If you Google me, I’m at CharlesDuhigg.com. If you just type Supercommunicators into your Google browser, I’ll probably come up, or Power of Habit. And then my email address is charles@duhigg.com, and I read every single email I get from listeners and from readers, and I respond to every single one, so feel free to drop me a note, and I will definitely respond to you.

Pete Mockaitis

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

Charles Duhigg

I think that, here’s the thing that I would say, is think about your job right now, and think about where you’re not communicating as well as you can. Maybe it’s with a coworker, maybe it’s with your boss, maybe it’s with a client, maybe it’s when you’re doing pitches. There are some times in your life where you wish that you could be an effortless supercommunicator, and it’s not happening on a consistent basis for you.

And my guess is, as a result, you’re shying away from that opportunity because you’re worried that it’s not going to go as well as you want it to go. So, just break it down. Try and think about the last conversation you had where it didn’t go as well as you wanted it to go, and try and figure out, “Were we having the same kind of conversation? Was I asking enough questions? Was I asking the right kinds of questions? Was I proving to this person that I was listening to them? Were they responding to me and inviting me to match them?”

If you do that, you’ll find that there’s this part of your work life that you probably don’t like as much as you should, but it is an absolutely solvable problem. Nobody is born a great communicator. It’s just a set of skills that anyone can learn.

Pete Mockaitis

All right, Charles. Thank you. I wish you much luck and super communications.

Charles Duhigg

Thank you so much.