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1190: How to Get Off to a Great Start with Your New Manager with Dina Denham Smith

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Dina Denham Smith shows you how to use a leadership transition to strengthen relationships, expand your network, and find new ways to grow.

You’ll Learn

  1. The first step in dealing with a change in leadership
  2. Why it’s worth investing in a relationship with an interim manager
  3. Why it pays to know the “operating preferences” of your new manager

About Dina

Dina Denham Smith is an accomplished executive coach who draws on her background in organizational psychology and first-hand executive experience to help senior leaders and teams at world-class companies such as Adobe, Netflix, Goldman Sachs, PwC, and Sephora thrive. 

Dina has written more than 70 articles on leadership and career success for outlets such as Harvard Business Review and Fast Company. Her work is also frequently featured in other global media outlets such as The Wall Street Journal, Newsweek, and the BBC. She is the lead author of the bestselling book, Emotionally Charged: How to Lead in the New World of Work.

Resources Mentioned

Pete Mockaitis
Dina, welcome!

Dina Denham Smith
Thank you. Good to be here.

Pete Mockaitis
Well, I’m excited to be chatting with you. And you wrote a lovely piece in the Harvard Business Review about “The Keys to Succeeding Under a New Manager.” Could you share with us what prompted you to think the world needs this article?

Dina Denham Smith
Yeah, a couple things, really. There’s a lot written about and written for leaders when they have a new leadership position, like the first 90 days, right? It’s a classic. It’s been around for forever. There’s all this guidance that exists for leaders how to hit the ground running.

But what I noticed is there was very little guidance for people who have a new leader and how they can make the most of the transition. And, you know, concurrently, I also noticed in my client base, and then the research backed it up, it just felt like people were getting new managers all the more frequently.

And as I dug into this, sure enough, they are. And it’s for a couple of different reasons that have kind of become like they’re sort of on velocity now. Like, one, there’s more restructurings. So there’s just like a lot more change happening in organizations.

And then the second thing that’s happening, and it’s, really, I think, it’s such a shame, honestly, is the leadership failure rate is really high. And that is because they’re really not given that much guidance or support when they take on a new role with new scope.

And so the turnover amongst leaders, really, at all levels, is pretty high. So you take these two things together, and what it means for a lot of folks is they’re getting new managers more frequently than ever before.

Pete Mockaitis
Well, good eye observing things with clients and the research. And what I think is so interesting and useful about that is it’s happening frequently and yet it can really be a tremendous opportunity as opposed to, I don’t know, a big ball of uncertainty and anxiety, “And now what do I do?”

Dina Denham Smith
Yeah, I would say it’s both-and, you know, because it’s almost like the devil you know, right? And for some folks, they’ve developed really strong, like long-standing relationships with their managers, and it’s a really sad event when they discover that, like, “Oh, no, she’s leaving,” or, “He’s leaving. And what does that mean for me?”

Other folks, right, if they haven’t really worked for someone great, could be relieved. And many folks are just kind of, like, beaten down. But, oftentimes, what I see happening, too, is that people kind of go into this holding pattern where, as opposed to being like, “This is a huge inflection point, and there’s a lot of things that I can do to make the most of it.”

They kind of go in more into passive, like, “Let’s wait and see how this works out” mode. And that, I think, is the biggest opportunity lost because there is a lot of uncertainty. And when there is uncertainty in change, it’s hard and there’s opportunity.

Pete Mockaitis
Yeah, that’s really cool. So the “Let’s wait and see,” it’s interesting because, in a world of much tumult, reorganization, chaos, that seems like a totally sensible, rational, natural response, like, “Okay, well, before I get too, you know, invested, committed, because who knows, maybe this person’s going to be gone in a couple months as well.”

Dina Denham Smith
Totally.

Pete Mockaitis
So it’s a totally natural response. And yet, it does sort of squander that opportunity that you have in front of you. So can you lay it out for us, what are some of the top things you recommend we do when we find ourselves under a new manager?

Dina Denham Smith
I think the first thing is to almost, like, just clear your internal emotional space. So, for example, if you have worked for someone for a long time and you’re really sad and feeling extremely exposed, this happened to one of my clients, kind of recognizing all those emotions that you’re feeling.

And the reason to do that is so that you don’t actually bring them into the next situation. Like, there could be like a little mini grieving process, and you need to, like, recognize it so that how you’re feeling doesn’t unintentionally color how you show up with the next person.

The other thing that I think is really important to think about, and this actually just happened. I was interviewing the team members for a new leader that I was working with.

And one of them shared with me, he was like, “You know what? I was totally dreading her arrival because I’d heard all of these, like, horrible things about what a driver she was and a micromanager and all this stuff.” He’s like, “And you know what? It turns out she’s the most supportive leader I’ve actually had to date at this company.”

And so, you know, reputations oftentimes precede us, especially if the person is coming from someplace else within your company. But recognize that you really need to make up your own mind about this person, in part, because that reputation might be outdated. And secondly, it reflects what other people think, right? And they’ve contributed to that situation, too.

So I think the first thing is to just kind of really, like, clear your heart and your mind and be open to what could be a great new relationship. Like, oftentimes, we think about what we’re losing or the ways things could go sideways, right?

Our survival brain, like, kicks in high gear when things get uncertain and we don’t know what’s going to happen and, “Who’s this person going to be? And how’s this going to work?” Like, we think about all the ways that could go wrong. It’s just what we do. It’s how we’ve sort of stayed alive historically.

And you really need to intentionally kind of like toggle your brain into the other mode. And I’m not talking about, like, forced like Pollyanna. I’m talking about, like, also seeing the opportunity in this situation.

So maybe asking yourself like, you know, “What could be the silver lining here?” or, “What might be the opportunity here? How could this maybe go better than I even think it could? What could be in this for me?”

I mean, there’s a million questions that you could use to help yourself see what your brain might not naturally be seeing. So I’d start there.

Pete Mockaitis
Well, I like that a lot, yeah. And those are great prompts to get the wheels turning and the brain pointed in some new directions. To back up a bit, when you mentioned a grieving process, what could that look like? And how do you know when you’ve grieved enough?

Dina Denham Smith
Well, grieving can look like a bunch of different things, right? The sort of the five stages of grief is really well known, but they don’t necessarily show up in that order for all individuals.

So you might feel really sad or you might feel angry or you might just feel like bowled over and resigned. You might feel like a lot of different things that suggest, you know, you’re just, you feel like there’s been a loss. And there legitimately might be, right?

It’s sad when somebody you’ve had a wonderful relationship with moves on to another opportunity or finally takes the chance to retire or is asked to leave. I think there can be some legitimate loss there.

And, at the same time, we concurrently have to accept, like, the reality of the situation. And so legitimizing and validating the way you feel and accepting what now is are equally important processes.

Pete Mockaitis
Okay. So, a great perspective for you sort of resetting things, getting your mind and emotional slate clear and good and not taking too much outside influence from the chatter and about the reputation or whatever, forming your own views. Where do we go from there?

Dina Denham Smith
What I’ve seen is that, sometimes, a new manager arrives on the scene quickly. There is a very smooth transition, “You know, Jane will be departing and Joe is coming in,” or whatever the case may be. Other times, especially at the more senior levels, there is a notable gap.

So one of my current clients, she’s now been without a manager for four months. Another one I’ve worked with is finally getting her leader after eight. So these interim situations can last anywhere between days, weeks, months, because hiring is a very, very expensive decision, and at more senior levels, they want to get it right.

And so there can be this sort of limbo period where there’s an interim structure. You have this interim leader. And it can be this time where you think to yourself, “Well, why invest? Like, they’re not going to be my leader anyhow.” But, again, that would be another missed opportunity because there’s a couple things.

One, it’s a new person in your internal network that you can invest in. And you never know where these strong relationships will, ultimately, take you. They might have a new perspective on some of the situations you’re trying to resolve. They might have strengths your former manager didn’t that you can learn from.

They will, undoubtedly, have a different network of relationships at the company that they might be able to tap for you. And so, by all means, invest in that relationship and make the most of it because it certainly can’t hurt.

And sometimes – guess what – that interim is appointed head. So, yet one more of my clients right now, I literally just started working with her, last week we had our kickoff session, and she was the interim head of a product department for six months while they looked for the chief product officer.

And you know what happened? They discovered she completely stepped into that role and she was doing great. And every external candidate they looked at, they stacked the external candidate up against her, and they, ultimately, decided, “You know what? We don’t actually want to bring in somebody. She can do it. Let’s get her a coach so she can really step into this really powerfully and support that transition.”

So folks on her team who were just like idling and waiting for that new person to arrive, it’s a shock to the system, right? So, by all means, invest in that relationship. It will only serve you.

And I think the other thing to do while you’re in this limbo period is you no longer have this set structure, which gives you a lot more latitude to be reaching out across the organization.

So we all know you don’t want to go over your head’s boss, right? Like, they’ve got certain sort of like sacred relationships that they wanted to, like, run point on. Well, they’re gone. You can step into those voids and really strengthen your internal network. So, again, you know, I’m like be on your front foot here. Don’t wait this out.

Pete Mockaitis
Well, that’s a great reminder, interim often becomes permanent. And even if they don’t, I mean, it’s a pretty cool opportunity to get to know someone who’s apparently flexible and trusted to drop into places across the organization.

So, yeah, that’d be pretty nifty if you’re one of the few who really seem to care and, you know, pour forth attention and effort into that relationship. That’s pretty memorable.

Dina Denham Smith
Absolutely. I don’t know, you never know where these things are going to go. And so I think you sort of like making the most out of every day. Make the most out of this relationship, too. It could be so positive not just in a self-serving way, but you might have like a great new colleague at the end of this.

Pete Mockaitis
And within this particular context, investing in the relationship, what does that practically mean?

Dina Denham Smith
Yeah, practically, it means helping them come up to speed really quickly. They’ve just been dropped in. They’re now working two jobs, this interim person. They’ve got their previous team, and now they’ve got sort of these additional new reports.

And they maybe they’ve assumed the entire team, maybe they’ve assumed just a few folks, but whatever the case may be, like, their load has just been increased because of this other, you know, leader departure.

So do what you can to make it really easy for them to sort of assume a managerial role for you. Bring them up to speed on, you know, your scope. What are your key projects? What are you working on? What are some of the problems that you’re sort of working through and how you’re solving them?

Help them understand the snapshot version, like, what you do, what you’re about, and the things that you’re working on that are going well. Where you’ve got challenges that you aren’t able to entirely meet and you need help, bring them in as a resource.

They’ll have a different perspective. They’ll have different ideas, different resources at their disposal that might help you solve something in a new or more effective way. So that would be one thing.

And the second thing that’s important, especially if you’re coming up on a performance cycle, is your manager has just departed for whatever reason and so has most of your performance history. And this new leader is now in charge of doing your performance review.

Well, the very best thing that you can do is tee them up. And I’m not talking about being duplicitous and only giving them the highlights, but giving them sort of history and everything that they need to do that review in a balanced way. Again, it’s just about making it easy.

I had one client, this is the one actually who’s been in this interim situation until recently for eight months. And she had six managers over six years, like it really was a revolving door.

And so we developed a strategy, probably, I don’t know, four months ago, around this performance review cycle that was coming up. And she helped the general counsel understand all that she was doing, her scope, her strength, all of it.

And it turns out she got her largest raise and her largest stock bonus ever in percentage terms. So these things can work out incredibly well as long as you put yourself in the driver’s seat.

Pete Mockaitis
Well, yeah, it’s so funny, well, you mentioned an opportunity. I mean, it’s quite tangibly an opportunity right there, you know, fabulous review and money stuff flowing, I guess. But I’m thinking just about in terms is the very human place that person in the new role finds themselves.

And it’s just like, “You know what? You’re the only person who made my review easy. And I really appreciate that. So, not to be too flippant about it, but I just get the impression you’re really on top of things and, generally, great, and you’ve given me a lot of facts. So, yeah, how about we’re just going to go ahead and give you an awesome review?”

Dina Denham Smith
Yeah, when people make our lives easy, we like them more. And when we like people more, we act like we like them.

Pete Mockaitis
Yeah, you know, it’s true. It sounds simple, but I think it’s overlooked and it’s very true and powerful. You had a nice little take on – I love your phrase – in terms of figuring out how they work and operate quickly. And we’ve had Mary Abbajay on the show, talking about some managing-up principles which could be quite transformational.

And you’ve got a great phrase here, “I’ve always found it useful, when working with someone new, to discuss operating preferences early.” That sounds like a great way to take any awkwardness or discomfort, like, “Wait, what are we talking about and why?”

It’s like, “Oh, this is what we’re talking about and why. And you what? You’re right. That does make sense.” So what are some of those operating preferences you want to check through?

Dina Denham Smith
And I would say, you can have this conversation with an interim head. And then, further, once the permanent person comes along, this is paramount because what, oftentimes, happens is there’s this like drag. Like, transitions have this drag.

Everybody’s feeling each other out, trying to figure out like, “What matters, you know? How is this going to go?” And, meanwhile, you can really just hit it on the head. And it’s about, “How can we work most effectively together? Like, help me get to know you.”

So let’s just play this through. You have a new leader, a new manager. Very early on, rather than trying to read the tea leaves, use some of your one-on-one time to say, “Hey, I’d really like to get to know you better, how you like to work. Would you mind if I ask you just a few questions?” People love being asked questions. They’ll say, “Sure.”

And then I would ask questions like this, “Like, you know a little bit about my scope and what I’m doing. Like, are there certain areas of my business or my work you really want more visibility into? Let’s talk about, like, where you want me to just tell you what’s going on? And where do you want to be part of the decision?”

So you’re really like just hitting the head on like, “Where do you want visibility? Let’s talk about decision-making. When there’s a problem happening, one of the things I’m, like, working with, do you want to know about that problem, like, early on, or do you just want me to come to you once I’ve figured it out and tell you how I solved it? How do you like to communicate?”

“It can get really like mechanical. If I really need you, like should I email with, like, a special subject line? Do you prefer a text, a Slack? Like, let’s talk about how you most prefer to communicate and what your best channels are. What are your pet peeves? Like, if I do it, what’s going to drive you crazy?” So just asking.

And this speeds everything up for both you and your manager in terms of forming a really positive and constructive working relationship. It’s not about becoming best friends. It’s about really working together, like efficiently, productively, positively. And you can just get under the hood and ask a few questions and get there a whole lot more quickly.

Pete Mockaitis
Yes, and to  your point before, that we like it when people make things easy. This is one  of the best ways to do just that. Like, “What you mean by easy might be different than what I mean by easy.” So just get right to it.

Dina Denham Smith
Exactly. And, again, most leaders, really, and I primarily work with leaders, so I know this to be true. They love when people are like, “How do you like to work? Like, let’s get into this so that  we can together hit the ground running.”

Pete Mockaitis
Absolutely.

Dina Denham Smith
Very few people ask their leader that. And it’s like, I don’t know, it’s just, I think once you hear it and internalize it, you’re like, “Oh, yeah, of course,” right? But, oftentimes, we just don’t think about it.

Pete Mockaitis
Now, you say very few, and I believe it. I’ve asked audiences about this. I talked with Mary Abbajay about it. Her estimate is like less than one or two percent based on what she sees in her audiences and research work. So, yeah, it’s a huge opportunity in terms of differentiating quickly, and it’s just delightful for everybody. So, yeah, go for it.

Dina Denham Smith
Yeah, absolutely.

Pete Mockaitis
Well, Dina, tell me, any other key things you want to mention in this situation that folks should know before we hear about your favorite things?

Dina Denham Smith
Well, I think one of the things that can also go overlooked in this situation is some of the team level dynamics that oftentimes occur when there’s a leadership transition. So whenever there’s a transition, as we’ve talked about, uncertainty increases.

Well, you’re not the only one who’s gone into sort of survival mode, like, “What’s going to happen to me? How is this going to work out?” And, oftentimes, things can get a little bit political for a bit.

There can be, like, territoriality. The leadership levels, I always call like a “Game of Thrones.” Like, people can get into sort of like land grabbing and it can get, like, just a little goofy with peers.

My best advice is to not play that game. Be aware that these politics are happening, but don’t play it. Instead, take an approach of meeting with your peers and trying to collaborate with them. And the reason for this is twofold.

When your new leader arrives, if they see a team where there’s, like, a lot of politics, first off, it’s really obvious. And the more fragmentation or competitiveness they see, or confusion they see in their team, the more scrutiny it invites, right, because you have just raised that new leader’s stress level.

Like, “All is not well here. Like, there’s infighting, there’s some unfortunate sort of like relationship strains, like roles and responsibilities aren’t clear.” That raises their stress about the health of the team, which naturally then invites them to take a much closer look at, like, “What’s going on here?”

You can really differentiate yourself by, as much as possible, trying to establish strong collaborative relationships around you with your peers. So talking with them one on one, like about any sort of overlaps or lack of clarity or alignments or just how you can more work together more effectively, that can really set you apart when, oftentimes, people’s response to this situation is a little bit more selfish.

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

Dina Denham Smith
It’s from Maya Angelou. And she said, “People will not remember what you said, but they will remember how you made them feel.”

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

Dina Denham Smith
I absolutely love, and I go back often to a really groundbreaking study and finding from Matthew Lieberman, who’s a neuroscientist out of UCLA, and what he discovered, and this is years ago now.

But that social pain, when we’re left out or we’re criticized or something happens interpersonally that is hurtful for us, it lights up the same networks in our brain as physical pain. Meaning, if you get, like, punched in the face and you get criticized, your brain doesn’t really differentiate between these things.

And what’s so important about this in terms of how we think about how we relate to others and the workplace is understanding sort of like the impact of our actions and our words on other people, such that if we leave out a teammate, or if we’re hypercritical, or we gossip and people discover it, it hurts them as much as as physical pain.

And this triggers all of these unnecessary and unfortunate dynamics in the office that can really be prevented. And so I think it’s a really meaningful thing. And I hadn’t thought about this before, but it very much connects to that quote I initially shared, right, about people won’t remember what you say, but they will remember how you feel. And if you hurt someone, it’s a slow road to repair.

Pete Mockaitis
Yeah. Okay. And a favorite book?

Dina Denham Smith
I think, probably my all-time favorite is Viktor Frankl’s Man’s Search for Meaning, which I’m sure most people are familiar with, but I think it’s just profound the idea of, like, we’ve got this millisecond in between stimulus and response. And that millisecond, we can change our lives with it every day.

Pete Mockaitis
And a favorite tool?

Dina Denham Smith
My dishwasher?

Pete Mockaitis

That’s a good one, yeah. And a favorite habit?

Dina Denham Smith
My habit is also my hobby. I’m a passionate equestrian and I ride a few times a week, and it’s like my silver bullet for all that ails me in the world.

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

Dina Denham Smith
I think, one, and this is me, well, it’s, oftentimes, said in a leadership context, but I actually think it generalizes to most of us, and it’s that leadership is an inner game.

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

Dina Denham Smith
Two places. LinkedIn, I am Dina Denham Smith. Denham is spelled not like the jeans, but D-E-N-H-A-M. And then my website is DinaDSmith.com. And those are the best places.

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

Dina Denham Smith
Treat every day like a new day. So, start your day thinking about, “How can I make this one just one percent better than the day before? What could I try or do differently or repeat because it worked so well?” But just being intentional.

Pete Mockaitis

Lovely. All right. Well, Dina, thank you.

Dina Denham Smith
Thank you.

1189: Making Smart Decisions Confidently Amid Uncertainty with Dr. Cindi Baldi

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Dr. Cindi Baldi shares expert strategies to stay calm and confident in the face of uncertainty.

You’ll Learn

  1. How uncertainty influences us without us realizing
  2. How to power through our bias for risk aversion
  3. The simple habit that builds your wisdom

About Cindi

Dr. Cindi Baldi is the founder and CEO of Culsure, an organizational science firm, co-host of the Management Muse podcast, and co-author of The Uncertainty Playbook. Cindi is an expert in organizational behavior, group performance, and employee identification, with research presented globally at leading institutions. She develops science-based culture and leadership assessments used across corporate, nonprofit, and government organizations, and advises leaders worldwide on improving performance, culture, and team effectiveness.

Resources Mentioned

Pete Mockaitis
Cindi, welcome!

Dr. Cindi Baldi
Thank you. Thank you for having me.

Pete Mockaitis
Well, I am excited to talk about uncertainty. You got a whole playbook for us. I’d love it if you could kick us off by sharing what is one of the most surprising things you’ve discovered about us humans and uncertainty in all your research?

Dr. Cindi Baldi

So I think what surprised me is uncertainty plays like a huge silent role in so many of the decisions that we make and the important decisions, like which groups and hobbies and organizations we decide to work for.

Like, we basically are largely choosing, in a way, to minimize our uncertainty, including our career path. I mean, like most people I talk to, including myself, when you talk to them, there’s a story back there on how they chose their path, and it’s usually because the path was more visible to them than any others.

So I grew up in an entrepreneurial family, and I even went to get a PhD and went that track but, ultimately, still went back to entrepreneurship. And it was like a path that was more well known to me.

And then we’ve been in all sorts of hospitals and you talk to people in hospitals, and, inevitably, either they had somebody who was in the medical field and they saw the path, or somebody, themselves, or somebody they were really close to were really, really sick, and so they spent a tremendous amount of time around those people, and so the path became, you know, more visible to them.

And so I think that, to me, that’s the most interesting part about uncertainty. It’s just so much of our life is actually created around trying to reduce the uncertainty of life.

Pete Mockaitis
Cindi, that is a provocative assertion. I’m provoked. You have provoked me. Because I’m thinking, decisions are real important, in a way. And we’ve had Annie Duke on the show, the professional poker player, had a fabulous book, Thinking in Bets.

And, in many ways, our decisions are about the top thing that we want to get right. And in the universe, that is unpredictable, uncertain, luck, un-luck, showing up for us, what we decide is tremendously consequential, arguably the most important skill of them all.

And to hear that we are choosing, in a way, to minimize our uncertainty, my gut reaction is, “Huh, that doesn’t feel like the ‘optimal’ criterion we should be optimizing for in our decision-making.” And yet we often are. Can you share, do you have any intriguing research or studies that backs up that assertion further?

Dr. Cindi Baldi
So there’s a classic researcher, Michael Hogg, and he’s the one who first turned me on to even thinking about uncertainty as the role. And, basically, to summarize what I recall about his research, is that the groups that can reduce our uncertainty are the ones that we’re most likely to actually identify with and identify strongly with.

And so, it’s this idea that drawing people into groups is often related to just at, like, “How much certainty can you provide?”

So you think about, and I’m going to be provocative here, I guess, because of the topic, but you think about religion.

Pete Mockaitis
Oh, yeah, I thought that first, yeah.

Dr. Cindi Baldi
Yeah, so that is great, like that’s the fundamental uncertainty, “What happens on the other side?” And for people who are very uncomfortable with that uncertainty, to some degree, they are seeking out a religious group and they often very, very strongly identify with that religious group.

And if you talk to them, they’ll tell you they feel like they know what’s happening on the other side. So I have very religious people in my family, and they absolutely feel like they know where they’re going on the other side and that they know the rules in order to get in.

Pete Mockaitis
Well, yeah, I was thinking about that first in terms of that’s about as uncertain as it gets.

Dr. Cindi Baldi
Yeah, it’s fundamental.

Pete Mockaitis
I mean, when you die, is there nothingness, eternal bliss, eternal torture? That’s the full. And it’s hard to know.

Dr. Cindi Baldi
Or recycled. Or recycled.

Pete Mockaitis
Oh, sure. Okay. Reincarnated, yeah. And so, in terms of, like, it’s hard to know in terms of with the evidence we have available tangibly in front of us. It’s hard to know and the consequences are about as epic as they get.

Dr. Cindi Baldi
As they get.

Pete Mockaitis
So, yeah, that is like max uncertainty. And folks in their religious communities often feel quite close, connected to those, and that’s intriguing. And then, I’m thinking about if someone is in, say, a volleyball league or bowling league, those bonds, they’re certainly more than zero, but the amount of uncertainty that’s being alleviated is much less.

Dr. Cindi Baldi
I’m going to argue with you on that.

Pete Mockaitis
Okay.

Dr. Cindi Baldi
So, one of the things that I learned while at universities, I actually was at the University of Texas at Austin, when they were trying to figure out basically how to increase student retention, you know, like the freshmen that come in. They wanted to work on the number who leave shortly after entering.

And one of the things that they realized, they created these things that they called figs at the time. And I can’t remember what a fig actually means. But, basically, they broke students down into about 17 students and there were different tracks.

 And they would have for, like, I think the first two years, at least one, possibly more classes together. It was the same 17 people going through.

And those students, because they were able to form relationships very fast, were less likely to leave. And, oftentimes, like I just had somebody who we’re very close to. He just graduated high school in May, and his high school is literally eight people.

And as I’m sitting there in the audience, I’m like, “Oh, my God, he doesn’t actually know how to make friends because it was just, it’s eight people.” Like, you’re going to know everybody.

Pete Mockaitis
Okay, yeah. It just happens.

Dr. Cindi Baldi
Yeah. And so when the graduation was over, I pulled him aside, I said, “Listen, you’re going to a big university. What you need to do in order to make it digestible is you need to join groups. Find the groups that you actually want to do and have similar interests with people, but that’s how you break down and feel connected to a university that’s that big, is that you find the groups.”

And so, you know, joining a volleyball team, you wouldn’t think, “Well, it’s a hobby and I don’t have to do that.” But it’s a way that you’re finding people that you’re hanging out with an awful lot, which reduces your uncertainty socially. Like, “I have people I can turn to. I don’t have to worry about whether or not I have to eat by myself if I’m uncomfortable eating by myself,” for instance.

Pete Mockaitis
Yeah, I hear you, certainly. I guess, and if you’re in a context where you don’t know much of anyone, one hundred percent, I mean, any group will reduce a tremendous amount of uncertainty when you’re going from no group.

I was thinking in the context of grown folks living in their communities, it’s like, “Oh, maybe I’ll join a bowling league or a volleyball group.” And so those relationships are meaningful and valuable.

Though I’m guessing, most of the time, that’ll probably be not as intensely close than some other relationships which would reduce more uncertainty but that’s kind of speculative. But, understood, groups are hugely valuable in part because what they do is reduce all kinds of uncertainty for us.

And so, help us out. I understand, or at least I intuit and have heard before, that 2026 here, as we’re recording, seems to have, substantially, more uncertainty in it than, I don’t know, a decade ago, two, three, four decades ago. That’s the vibe I’m feeling. Is that the case from a research-driven perspective?

Dr. Cindi Baldi
I don’t know that I have seen any research specifically that says it’s ramped up, but it seems to me, anecdotally, that the speed of change has just increased drastically. And, I mean, like the technological, to me, you look back historically, and we’ve had huge technological advancements that, certainly, like shifted everything underneath somebody’s feet.

You know, even just like think about like the airplane, right? Like, that shifts where you can actually go in a fundamental way that is extraordinary. And then that opens up all sorts of opportunities, and not to mention resources.

And so we’ve certainly had that before, but it seems like the velocity of the change has increased. And that’s really what we’re talking about, is that every time there’s change, that creates uncertainty because we don’t really know how that change is going to impact all the different elements of our life, and we’re scrambling to keep up with that.

And it just seems like that’s the case. And then you look at AI and we’re in the middle of it, and it seems like it’s going to be as big or bigger than the internet, and yet, we don’t really fully understand how everything that’s going to change. I mean, like you can pontificate on it.

Pete Mockaitis
Oh, sure. And they love to.

Dr. Cindi Baldi
Exactly. But if there’s no room for humans for jobs, just think about the impact of that. That’s like the most extreme, right? Then if robots are doing everything, if AI is doing everything, then our whole economic system, every economic system that we have a concept of out there – capitalism, socialism, communism – all of it doesn’t work.

And so that’s the potential for huge uncertainty. What would work with that? And I’m not saying that that’s what’s going to happen.

But that’s probably the most extreme case in terms of uncertainty and what would happen. And the only thing that I can say about that is, “Well, we’re all on the same boat, so we’ll be all going through it together.”

Pete Mockaitis

That’s true. That’s true.

Dr. Cindi Baldi
No one will have an advantage.

Pete Mockaitis
Yeah, no one knows what the future holds. And I find that so irritating when folks speak with such certainty about things that are fundamentally uncertain – the future. It’s like you could present some scenarios, yeah, but any or none or all of them could come to pass.

Dr. Cindi Baldi
Right. And we just need to be in a place where we can be adaptable. And some of that is being able to manage yourself when there’s uncertainty around you. And so I think that’s why the book is timely. We didn’t make it for that. I mean, AI happened after we wrote it. And so it was just a happy accident.

Pete Mockaitis

Well, yeah, if it wasn’t AI, it’d be something, you know? Fill in the blank. Pandemic, revolutionary technology, geopolitical tumult, there’s always something. And so in your book, you mentioned that when we feel uncertain, we tend to do a couple suboptimal things. Can you lay those out for us?

Dr. Cindi Baldi

I think the big thing is that it impacts our decision-making where it really causes us to skew to the negative side. And so when there’s uncertainty, we’re more worried about threats. Like, it’s almost evolutionary, right? Like, we’re here because our ancestors paid attention to the sound in the bushes and survived.

And so the problem with that, with uncertainty, is that that means that if it’s skewing us to only consider the negative, then we’re missing the opportunities. And anytime there’s change, there’s opportunities.

Anybody who can figure out how to leverage change or solve a problem, and change creates lots of problems, both of those are opportunities. And so the brain automatically shuts down into focusing on the negative and, in doing that, we also become more risk-averse.

So we try to protect what we have instead of taking, so everything’s going in the wrong direction. You almost have to force yourself to open up. And a lot of that is trying to force yourself into curiosity.

It seems to be the best way in order to open back up your brain is to start asking questions just to satisfy curiosity. Start running experiments that allow you enough risk to be able to get more information.

Like, if you look at it instead of, “I’m taking a risk,” you look at it instead of, “I’m going to learn something,” and set up the experiments to be able to do that, then you’re sort of biting away at the uncertainty, while also effectively coping with it.

Because there are also people who go to the other extreme with uncertainty where they’re like, some people will shut down, like they literally just shut down. The brain shuts down, their actions shut down, they kind of freeze.

And then there will be people who hate uncertainty so much that they’ll try to take control. And like you said before, they’ll be like, “This is going to happen,” and then take actions about it when they actually don’t have enough information.

And so the smaller moves with the focus on experimentation and learning seem to be the best way to sort of like chisel away at uncertainty.

Pete Mockaitis
I love that idea of the smaller moves that focus on experimentation and learning are so key. One of my favorite stories in this zone is I’m thinking about Tony Hsieh when he started Zappos.

Now we’re all very comfortable buying shoes online. But if we go back in time, there was a time where it was genuinely unknown, “Is anybody going to want to buy a shoe online? I mean, you got to try them on, for goodness sake. How could you buy a pair of shoes without knowing how they feel, what it’s like when you walk around in them? Is it tight in weird places that you don’t want it tight, or too loose,” all the things, the support on your arch, you know? Like, how could you possibly determine that?

So what he did was he moseyed over to a shoe store and said, “Can I take pictures of your shoes? And if I sell them online, I’ll pay you for the shoes and then I’ll ship them to folks.” And they said, “Okay. Nothing lost on our side,” says the shoe store owner.

And from a strictly, like profit-and-loss perspective, this is a terrible business move because you’re not making any profit if you’re buying the shoes at retail price and then selling them at the same retail price and doing the work and the shipping. It’s, like, a terrible financial operation, but a pristinely beautiful learning operation.

And, sure enough, he was able to see, “By golly, when you make the return process easy and free and guaranteed, folks are totally cool with buying shoes online. Well, I guess we’re off to the races.”

Dr. Cindi Baldi
Right. And you see that with so many things. I mean, like, we’re both wearing eyeglasses. Like Zenni is a great opportunity to buy a cheap pair of eyeglasses.

This is, again, something you’re used to trying on. And so what did they do? They gave you, like, a face thing that you put in there and then you could try on the different shapes, and so you kind of get a sense. And then you could send them back if they didn’t work. All of that is to reduce uncertainty, to reduce the barriers that uncertainty puts up with adoption.

Pete Mockaitis
Okay, so that’s a good move in terms of thinking about doing these experiments. Could you share with us some additional stories and perspectives for folks who were feeling the uncertainty, they were at risk for making some foolish decisions, and then, ultimately, what tactics and strategies they used to prevail under those conditions?

Dr. Cindi Baldi
So the one that comes to immediate mind is somebody we’ve coached who really wasn’t happy in their job but, at the same time, they were reluctant to retire. It wasn’t necessarily like the organization itself. It’s, like, they were, I think I would say, fundamentally, bored with what they were doing and they’d been doing it for a while.

So it wasn’t an organizational issue. It was more like a lot of people at about seven years. Actually, it’s like the seven-year itch of, like, work. And so they were at that point where they’re like, “Well, if I retire, I can then do this nonprofit that I can work in, I can volunteer in this nonprofit, and it’ll really fulfill me.”

But they were afraid to make the step because that’s a big deal, like retiring and not having money and going into a nonprofit. And I think we started out with the initial conversation was, “What if instead you work for them, and then they’re like, ‘Well, you know.’” There were things that why they wanted to stay, like better healthcare. There were issues that were keeping them in the organization.

Then I’m like, “All right, what if you, basically, do sort of a side hustle with this nonprofit where, like, you get used to them, you get to see whether or not what you’re offering is valuable to them, you get a sense for, like, being in that space while still maintaining this job? And so you’re running an experiment and then you can switch over.” And that worked very well.

And so they, basically, like, worked on the side hustle for about a year in this nonprofit, and they did, in fact, love it. And the nonprofit made enough room for them.

I think, initially, the nonprofit couldn’t really give them, like, a full time job. And, certainly, they were not replacing everything that this person was earning in the organization. And that was also part of the calculation is, like, “How much do you need in order to be able to do this?”

And so they were able to slide into that, see the reality, what it would be like, and then eventually they moved on over. But they weren’t going to do it before that. They were going to wait until they hit, you know, 70, which was a number of years away, and get the full retirement and then do this thing that they wanted. And that’s a lot of years of being bored.

Pete Mockaitis
Yeah, it sure is. Well, that’s a great story and, yes, I’m all for it. You know, your subtitle is “14 Strategies for Work Success in a Chaotic World.” Cindi, if I could put you on the spot, could I have you give us the lightning fast overview of the strategy, one or two sentences for what that is, and then we’ll dig into where it seems the juiciest?

Dr. Cindi Baldi

Okay.

Pete Mockaitis

So, first, “Get a hold of yourself.”

Dr. Cindi Baldi
It’s basically just getting a hold of your emotions. That’s what we’re really talking about. And because uncertainty, again, does spike a lot of negative emotions, and so we have some practical tools in that chapter that help you basically step back.

My favorite in the chapter is the 10-10-10 rule, where you’re in a situation and maybe, like, you’re on the cusp of overreacting or possibly doing some damage to a relationship. And the rule is, “Ask yourself if in 10 hours, 10 days, or 10 weeks this is even going to matter.”

And you sort of like talk yourself through what that looks like, how you feel about this particular situation. And you could do different increments, but it’s basically pulling out in time, “Is this even going to matter?” And when you do that, a lot of things go away.

Pete Mockaitis
Okay. Thank you. And strategy two, “Convert experience into wisdom.”

Dr. Cindi Baldi
So this chapter, “Convert experience to wisdom,” is just the fundamental flaw that we’re all very busy. And in being busy, we don’t do a whole lot of reflecting. And if we’re not doing any reflecting, we’re not doing any learning.

And if we’re not doing the reflecting when it comes to uncertainty, we’re not actually getting better at assessing our ability to predict and take risks. And so you have to set aside time in order to do your after-action review and see what you could have done better, what you did well, how you might change going forward.

I mean, we do this, like, personally all the time in our business. Like, every single time we put a proposal together and go out, and whether we get it and then more information comes in, or we don’t get it, we’re like, “Okay, what could we have done different? Did we do the right thing?”

Because sometimes no deal is a deal, “Did we do the right thing? How could we improve our odds next time? What would we pursue differently?” So, like, any time that you’re going through something, especially with uncertainty, because you don’t even know what you don’t know with uncertainty, but, like, “How might I have actually been able to tackle this a little bit smarter?”

Pete Mockaitis
I like that a lot. It’s necessary to learn or you’re just going to keep doing the same thing. And we’ve had guests talk about having a decision journal or whatnot, or just a regular process, especially if you have a recurring thing that’s happening.

We had a pastor, who said every Monday, they discuss what went down on the Sunday and how could they make it better and better and better. And so you just got 52 shots at improvement every year that you can go to a really cool place.

Dr. Cindi Baldi
That you’re actually getting. Because you could also get up and talk 52 times in a year and do no reflection, and you’re definitely not going to get any better. We have somebody who works for us, and she works for us because when we first started out, she was in the room and we asked her to take notes and she gave us, like, each, like 10 pages of notes.

Like, she’s paying attention to the audience and what they were reacting to and our weird micro expressions and, you know, like buggy eyes or like weird little gestures that you do. Like, every speaker has like those little things that they do.

And, like, she had it all down, and it was fantastic. Like, we periodically have her go to gigs just to do that because she’s so observant and so good at giving feedback. But, otherwise, you just continue on with the quirk.

Pete Mockaitis

Yeah, certainly. And even if you’re doing it but it’s only your own perspective, you’re not seeing some stuff. So I like that a lot. And, third, “Place your bets.”

Dr. Cindi Baldi
So, I mean, this is, again, about like risk assessment, of course, and just the fact that, like, when we have something to lose, we become risk-averse. It’s Kahneman’s work, Kahneman and Tversky’s work.

And so there’s danger in that. Like, what we see in organizations is people who have something, like they may have made a certain level and it’s kind of, it’s a life that fits the image, enough of the image of what they thought they would get, right? So they feel like they have something.

And so they don’t take the risk to maybe pursue a promotion, or a different track of learning, or even just a higher position, whether in that organization or a different organization, because they’re afraid of rocking the boat and missing what they have.

And so we see a number of people on the “I have something and I’m risk-averse,” side inside organizations. Like, “I know I’m not really happy but I have this and it gives me a comfortable life, it gives me the life that fits my expectations, and I want to be able to hold on to that.”

“Because what if I go to a different organization and it looks better from the outside, but I get in there and I’m miserable, I’m more miserable than I am right now?” And so they stay. They stay in misery instead of taking that chance.

Pete Mockaitis
That’s good. Thank you. If you could highlight for me, what are a couple strategies here that are just transformationally fantastic for people that we just have to talk about?

Dr. Cindi Baldi
So I like “explore and exploit” a great deal, and there’s this just art in building something which would be like explore, and then not getting so enamored on the explore that we forget to, like, exploit it.

And I know exploit has a negative connotation, but in this case, I mean, I’ve worked with somebody who did photo booths, like the live video booths that we now see everywhere. And they were constantly buying new equipment, and that’s very expensive.

And so they’re always experimenting, trying to like up the game with the equipment, instead of buying a set, like having a good set, and then spending the time to figure out how to leverage that and, basically, get your money back on it.

And so that’s the exploit phase. Like, the explore phase is, “Hey, this is really cool technology. And what should I use? And I’m going to buy something.” And then the exploit is, “Okay, I have this and I’m going to go for a while, understanding that, like, even as I breathe, this thing is like getting outdated,” because that’s what technology is.

And so you’re trying to do both of those things where, like, you get enough of bang for your buck on the exploit side to be able to fund the explore side. And with uncertainty, a lot of the time, you either get people who, like, really fall for the curiosity and the learning, and they don’t come out of the explore, or you get the people who get so accustomed.

And this, I think, is the more common. You get people who are so used to the existing system that they have that they don’t upgrade when they should. So I’ll give you a practical example from, actually, my own family.

So my parents, they own a drive-in movie theater. And we just had a celebration for somebody who was important in our community who passed away. And so we hosted free movies for everybody.

And so I’m sitting out there, I’m walking around the cars, I’m talking to everybody, and I’m sitting there, and we have these digital projectors that we’ve had since we were forced to go digital projectors, which was a huge investment.

And I’m watching a movie, and I’m like, “Our movie is crap. Like, it’s not good enough.” And so, like, it was a huge investment. You had to take it out a long time. We probably have had them double the lifespan. And so we did the exploit part.

And so now I’m back into, “Okay, what are my options to up the game here so that way we have a good picture?” And that throws off all sorts of uncertainty because that, again, changes the financial dynamics of a business that doesn’t have a whole lot of roof on it.

Pete Mockaitis
It’s a drive-in. It’s, literally, roofless.

Dr. Cindi Baldi
Well, exactly. Except for the snack bar and the projection booth. But so, like, it’s that kind of pull-and-play that you’re dealing with. I also see it with just this country. Like, we just came back from China, and this country is still in the phase of exploiting our existing transportation systems, our existing technology.

I mean, you go to China, Japan, South Korea, or Singapore, and there’s no wait at their equivalent TSA. There’s, like, one dude working there, you walk up, it scans your face, you walk through. And it works perfectly.

Then you look at the US, like, obviously, we have the technology, but we’re still stuck in the old way. And we have to switch from exploit into explore. So there’s that one.

Pete Mockaitis
Cindi, I like this so much. It is a balancing act and it is an art because, I think, it’s a bit of a reality check for me personally. Like, I really like exploring. It’s fun. It’s new. It’s innovative. It’s intriguing. And I could get down the rabbit hole of, well, now, for example, there’s all these speech-to-text tools that are so much better than they used to be for productivity.

Like, back in the day, Dragon NaturallySpeaking, no offense, was terrible and I hated it. And so now there’s all these things, like Whispr Flow and Aqua Voice, and like a dozen other pieces like it. And it’s, like, I could spend all day playing with them, testing their accuracy.

And it’s not really worth it, right, because it’s like, “They’re all pretty good now. You could probably just grab one in 20 minutes of research and call it good.” And yet, I just really enjoy the exploring. It’s fun, interesting, and intriguing.

But in order to really be effective, we’ll need to do a good bit of exploiting. And then come one, two, three years from now, it’s probably well worth it to take a look back into the explore phase and say, “Hey, this app has been delightful for me, but, you know, are they still the top of the heap or should I be looking around for at for something else right now that can do it even better or at a lower price?”

But then, again, you could do that, I’m thinking of AI, in particular. Like, everyday, I think it’s literally everyday, there is a new development of some kind.

And you could spend your whole working life exploring all the cool, fun, new, interesting things in the universe of AI, and maybe that’s great if you run an AI YouTube channel and you’re sharing that and that’s great.

Dr. Cindi Baldi
I think that’s how some people have handled it.

Pete Mockaitis
Yeah, but for most of us, no, you just kind of got to know, “Oh, that thing will be useful for me. I’m going to go ahead and bring that into my life, my workflows, and then just, like, peek my head up from time to time to get a sense of, “Is there anything game-changingly new that I should be using? All these YouTube thumbnails seem to be suggesting it is, but actually is it?”

And so, yeah, boy, you can really marinate in that one. Like, “What is the correct balance of explore/exploit given the life cycle and what I’m trying to achieve, and the landscape around me and how it’s evolved?”

Dr. Cindi Baldi

And I want to tie that back to what I had initially said with, like, dealing with the negativity when uncertainty sets in and sort of being like frozen. The remedy to that is the curiosity. And so the remedy is explore. And once you get into it, you love it. You might have uncertainty about going to, say, like a foreign country or even just a city that you haven’t been to.

Like when I say I’m going to New York City, like there are people who are petrified of that. But you go, and like it’s amazing. It’s an amazing city. There’s a ton of stuff that’s really cool to do there. And you start getting all these ideas of bringing home like, “How can I use this in my daily life? Or how can I use this in work?”

And it’s that level of explore that then kicks off all these other ideas, and so it’s very enticing. Once you get yourself into it, you have to make sure that you don’t just perpetually stay in it. You have to do something with it.

Pete Mockaitis
Yeah, that’s great. Okay. Well, now can you share with us the notion of “Striking the right balance”?

Dr. Cindi Baldi
So “Striking the right balance,” I believe, without looking inside the chapter, I believe that that’s the one that I would call getting a hold of, like, your brain, like mental management, basically, because, again, curiosity causes us to flip to the negative side. And so it kicks off things like negative rumination, right?

And we want to practice possible scenarios, but we don’t want to be stuck, like, constantly going over the possible negative scenario over and over again. We want to also practice positive scenarios, right? Practice is a good thing.

I grew up, again, in a drive-in movie theater at a very young age. I won’t tell you how young, because my parents weren’t paying attention. I was the fourth one. So I like to say that they ran out of energy. So, like, I was watching horror movies very young.

And, like, a lot of people would be horrified at that – horror movie, horrified. But in life, I’ll say that having watched horror movies actually has a good application because I’ve thought through some, like, dire situations, right?

Pete Mockaitis
Oh, you’re ready. When the slasher comes your way, you know what to do.

Dr. Cindi Baldi

Yeah, I am. There was somebody who, like, was in my house one time.

Pete Mockaitis
Oh, dear.

Dr. Cindi Baldi
Yeah, I know. It was very scary. It was the middle of the night. The dog woke me up. And the first thing I said was, “I know not to go down and investigate and ask them what they’re doing in here.”

But, you know, like you’ve thought it through because of the experience of watching, or that you’ve intentionally practiced, whether it’s a conversation, like a high-stakes conversation, or a high-stakes situation that you’re walking into, that you’ve practiced both the downside and the upside.

And it’s true, you may get neither, but it’s in the practicing that it builds, A, your confidence. But, B, like, it’s sometimes surprising, the little nuggets that you practice in advance that are helpful.

So the practice is good. The downside is, if you keep spinning that situation, whether it’s a possible future situation or a past situation that actually did happen, and you’re spinning it in your brain over and over again and ruminating.

And so this part of the chapter is like, “How do you do the mental management to basically make sure that when uncertainty kicks off rumination on you, which it has a tendency to do, how do you get out of that?”

Pete Mockaitis
Okay. Well, Cindi, two things. First, we have to know what happened with the dude in your house?

Dr. Cindi Baldi
Oh, sure. So this is when I was really young. I was in college. So I, first, closed my door and locked it, and then walked over to the window to see if maybe, perhaps, it was my roommate coming home in the middle of the night, and then my knees went out from underneath me because her car wasn’t there and I knew it wasn’t her.

And so then, because this is the days of landlines, I, fortunately, had a yellow lab who had eaten the answering machine that sat downstairs with the phone. So who was in my house had to go up past my room to get to the landline extension. And they must have figured out that like I was talking.

So I had time to basically pick up the phone and call the police. And then while I’m on the phone with the police, they picked up. I heard them click.

Pete Mockaitis
Whoa!

Dr. Cindi Baldi

Yeah. And then they jumped out the balcony.

Pete Mockaitis
Okay.

Dr. Cindi Baldi
Yeah, so they knew the police were coming and they got the hell out of there. But I was very lucky.

Pete Mockaitis
Did they take anything?

Dr. Cindi Baldi
No, no, they didn’t take anything.

Pete Mockaitis
Okay. Well, I’m glad you’re safe and well.

Dr. Cindi Baldi
I owe that to the dog.

Pete Mockaitis
Thank you, dog. Okay. So we just had to close that loop.

Dr. Cindi Baldi
I understand.

Pete Mockaitis
Secondly, when it comes to rumination, how do you stop it?

Dr. Cindi Baldi
I mean, obviously meditation, but I would rather put like a pencil through my eyeball than meditate. It’s just, like, not really for me. I do recognize that it really is very helpful and people who can do it and enjoy it, I grant you all the power in the world.

The ways that I do it, I do it in two different ways that I find effective for people. The first is doing a level of exercise that is a little bit stressful, but mostly comfortable.

It’s, like, not at the point where you’re struggling, but, like, your brain can basically stop thinking. You’re like almost on an autopilot, but it’s occupied enough with, like, the strain where it doesn’t have excess resources to go bouncing around thinking about other things.

And I find that to be almost a form of meditation, so I can do that swimming or walking. And then the other one I find to be very helpful is diving into somebody else’s world. So fiction, picking up a fiction book and basically diving into somebody else’s world causes your world inside your head to shut off.

Pete Mockaitis
Yes. And I think there’s science suggesting it’s best to do that with paper, if you can, as opposed to another screen.

Dr. Cindi Baldi
I don’t know. I don’t think I’ve seen that. Definitely for writing. I’ll have to look up the reading one, though. That’s interesting. I know that there’s research on reading that basically it really ramps up your empathy.

Pete Mockaitis
Yeah. But, as far as you’re concerned, personally, it’s like you’re down reading fiction any way you find it.

Dr. Cindi Baldi
Yeah. And other people, like it’s basically, like we run that exercise in groups, it’s anything that just gets you almost into flow. So anything that you really enjoy, because flow is basically you lose track of time and you’re just in the moment. And so your brain is just in the moment. It’s not thinking about a possible future or a past that you didn’t like.

And when you quiet down the brain, even for periods of time, when you come back out of it, you’re just more in control over it. I mean, I think that’s why people really do like meditation as it gives them a level of control over their brain, that without practicing it they didn’t have.

Pete Mockaitis
Well, Cindi, I like these notions a lot. And I’m thinking, I think it was Kwame Christian, a guest of the show, who talked about forced mindfulness. He was talking about in the context of jujitsu. He’s like, “You know what? When there’s a large man choking you, you can’t help but be very present to what’s happening in front of you.” I was like, “Yeah, that makes sense. That makes a lot of sense.”

And I think about that for cold plunges, in terms of, like, my mind could be going in all kinds of directions, and then I get in some cold water and all my mind is going is, “Whoo!” you know? Like, all other thoughts have ceased and I like it a lot.

Dr. Cindi Baldi
Yeah, I like that. I like the cold plunge example. That’s good. I like actually the being strangled one, in jujitsu one. Like, specifically, jujitsu.

Pete Mockaitis
Yeah. Okay, so you can meditate, you can read fiction, you can do jujitsu, cold plunge.

Dr. Cindi Baldi

There’s a lot of ways. It’s what works for you.

Pete Mockaitis
There’s a lot of ways that you shut down rumination hard and have no choice but to engage with the present.

Dr. Cindi Baldi
And so, like, that’s the thing. There’s probably endless numbers of ways that individuals do it. It’s just paying attention to what works for you.

Pete Mockaitis
Yeah. Beautiful. Well, Cindi, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Dr. Cindi Baldi
I think the only other thing that I would like to mention is sort of circling back to one of our original conversations about uncertainty driving group affiliation, is think about the groups that are really important to you and if there’s uncertainty there, what is it that you are trying to avoid? Like, is there a better way to manage that uncertainty? Because I just think it’s wonderful to be part of groups for a social component.

But you always have to counterbalance that with how much power do they have over you and your thinking, and even, like, the data that you process, like the information that you process? It has a huge impact over people.

And so we should, intentionally, periodically, look around at the groups that we belong to, and think, “Why this group? What uncertainty is it solving? Is there another way for me to solve that uncertainty or get comfortable with the uncertainty? And am I okay with how much power that this group has over me?”

Pete Mockaitis

Beautiful. Thank you.

Dr. Cindi Baldi
You’re welcome.

Pete Mockaitis

Well, now could you share a favorite quote, something you find inspiring?

Dr. Cindi Baldi
You know, I have, like, a partial quote. I think it was from Pope. And it was, “Drink deep or taste not the Pierian Spring.” And I know that there was more context to it, but, basically, what it’s saying is like, you know, we’re never going to know everything. Drink what you can, drink deeply, but then you have to take action.

Pete Mockaitis
All right. And a favorite book?

Dr. Cindi Baldi
Kent Nerburn, Simple Truths.

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

Dr. Cindi Baldi
You know, I was talking to my counterpart, who’s, he’s behind the scenes, Jack. And the tripwire seems to actually, we talk about tripwires in the book. And, basically, like a tripwire is an if-then statement, like, “If this happens, then I will do this.” But it’s, like, the pre-planning of when you will take action.

So, for example, if you’re going to delegate something, and you’re worried about the delegation, like, the tripwire is, “How much room am I going to give for this person to, like, experiment and sort of like adapt to the delegation? And what do they need to do in order to trip a wire where I’m going to jump in?” That would be like an example.

So it gives people a little bit of space to be able to, like, learn and screw up, and you’re not, like, overreacting to everything.

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

Dr. Cindi Baldi
Well, I mean, I have my own podcast, which you were on. Thank you very much for doing that. We’re Management Muse. And then I’m also available on Culsure.com, which, yeah, I got to spell the culsure because it’s very close to another word. So it’s C-U-L-S-U-R-E.com,  and all the contact information is there.

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

Dr. Cindi Baldi
Well, I think my final call to action is, step one, think bigger right now, because you probably have just settled down into, like, a routine and life is busy and you’re not really shaking it up. And also uncertainty may be, like, holding you down a little bit. So think bigger about the possibilities for you, and then start asking.

Because what we tend to find is people, think if they work hard that they’ll get recognized and the organization will promote them fairly. But the problem is that an organization is smaller at the top than the bottom. And so if you want any shot at movement, you have to go in and ask.

And, yeah, it’s true, you may not get it right away, you may not get it at all, but if the people above you know that you’re interested in it, they’re probably going to do some things to help you get there even if, ultimately, you don’t get there through them.

So that’s my advice, is that make sure you get out there and ask.

Pete Mockaitis
And you have a story of someone who doubled their salary via asking, and it wasn’t even that hard. Tell us that story.

Dr. Cindi Baldi
Yeah, so I do have that story. And so I will say that it’s been surprising just how much ground we can get by asking. And so this one particular woman, her job had expanded to be multiple positions. So people in the organization quit and she was extremely capable, and so they kept on adding a workload onto her.

And then that thing was really happening and, like, they weren’t offering up a salary because, largely, the CEO, which I don’t really agree with this, but CEO was like, “Hey, it’s market rate. If she’s willing to take it then it’s fair.” That was that was his perception.

Pete Mockaitis
I don’t know. Fair is not the word. If she’s willing to take it, then you’re getting away with it. I wouldn’t call it fair.

Dr. Cindi Baldi
Right. I agree with you. I don’t agree with that. And, in fact, in fairness to the number two of that organization, he literally was, like, “Help her figure out how to ask.”

And so, you know, I was getting her mentally ready for the asking, and it was frightening for her. But, again, she had, like, three jobs that she was holding down in this one organization.

And so then we started like, basically trying to get the added value by, basically, doing these three things together, we did our best to try to piece together evidence to support what we were going to ask for, figure out what we were going to ask for, and then ask for it.

And then we practiced it and practiced it and she went in and she was very nervous, but she asked for double her salary and he said, “Done,” like didn’t even argue. So in that CEO’s defense, it really was about, like, what you’re willing to accept.

Like, he knew he was getting a deal. He wasn’t going to offer up the raise unless she felt like she wasn’t getting a deal.

Pete Mockaitis
Okay. Ask.

Dr. Cindi Baldi
Ask and do your homework, but prepare to ask.

Pete Mockaitis
All right. Cindi, thank you.

Dr. Cindi Baldi
You’re welcome.

1188: How to Feel Extra Prepared and Confident for Any Presentation with Kerri Garbis

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Kerri Garbis breaks down how to make your communication more effective by making your practice more effective.

You’ll Learn

  1. The three stages to prepare for any kind of speaking
  2. Quick techniques to help reduce your nervousness
  3. Why practice feels boring—and how to fix it

About Kerri

Kerri Garbis is the CEO and founder of Ovation Communication, a firm that trains global business leaders in the nuanced arts of Professional Presence and Speaker Development. A certified Business Etiquette and Emotional Intelligence expert and seasoned Professional Speechwriter, her expertise culminates in her book Presentation Skills for Managers, published by McGraw-Hill.

Evolving from a professional actress as a kid to empowering today’s business professionals, Kerri’s journey weaved through The Baltimore School For The Arts to Syracuse University, where she graduated with a BFA in Musical Theatre. She shares her actionable insights on effective preparation and presentation in her widely-viewed TEDx Talk, “How To Rehearse Anything.”

Offstage, Kerri’s quest for the quintessential French fry mirrors her approach to professional excellence. She notes that “sometimes it’s a sprinkle of salt that makes all the difference.”

Resources Mentioned

Pete Mockaitis
Kerri, welcome!

Kerri Garbis
Thank you. Welcome to you.

Pete Mockaitis
Well, thank you. I feel welcome. I’m excited to learn about speaking, presenting, performing, rehearsing better. Could you maybe kick us off with – since you’ve had the cool experience working on professional presence and speaking better – any intriguing discovery you’ve made that the rest of us just got to know?

Kerri Garbis
The intriguing discovery that everybody has to know about presence, speaker prep, is you are better when you rehearse. And if you are rehearsing correctly, you cannot over-rehearse.

I was just in an event yesterday, a virtual event where I was speaking yesterday, and there were a lot of side conversations about, “I don’t rehearse,” “It doesn’t work for me,” “I sound bored,” “I get overprepared,” and I am here to dispel that rumor. Boom! Dispelled it.

Pete Mockaitis

Okay. It was like a magical spell. It was dispelling this rumor.

Kerri Garbis
It’s dispelled.

Pete Mockaitis
Okay. So, well, that sounds intriguing. It’s funny because, on the one hand, I think I am a master at rationalizing less effort in my life. And, in a way, and no offense, this is just a friendly challenge to anyone who’s adopted this perspective, it’s like, “Oh, if I rehearse, then I’m not going to be natural and fresh and intriguing.”

And, I guess, there’s some smidgens, potentially, of truth to that notion, but in my experience, I am better when I rehearse, and that’s your discovery as well. So tell us, what is the truth or the misconception underlying this notion of, “Oh, I’m fresher and actually better if I don’t rehearse”?

Kerri Garbis
Rehearsal, sometimes, for some folks can mean, “I’m just going to repeat the same thing over and over and do it the same way over and over and not really think about it other than what I’m saying.”

And I would agree that rehearsing like that, which isn’t really rehearsal, I would call that repeating, is only going to compound any distracting habits that you might have or distracting things that are going to distract the audience from what’s coming out of your mouth.

And if you’re rehearsing, which means, “Each iteration that I say this thing out loud,” and it has to be out loud, because, by the way, rehearsing in your head is like, “I’m going to learn how to swim,” and then not actually getting in the pool, you’re just going to think about it.

So you have to say the words out loud, and out loud with a certain goal. And, yes, you’ll repeat the words, although we often recommend that you don’t. We always recommend that you don’t memorize the script because most folks, unlike me, aren’t actors, right?

I am. I happen to be an actor since I was a little kid. Most business professionals that we work with are not actors so don’t memorize. Memorize your roadmap where you know where you’re going. Rehearse with accountability, meaning saying it out loud with a certain goal.

And that could be a goal of, “I’m going to have really great open body language,” or, “I’m going to do it this time and try not to use any fillers,” or, “I’m going to do it this time and really try to ignite or excite my audience and try to get them to do what I want them to do.” That is rehearsing with accountability, rehearsing with a goal.

And then once you get on on stage, whatever the stage is, and you’ve got an audience, you can’t just simply repeat what you’ve done. You will sound dull. You will be bored. You have to present or, I think, you said earlier, perform with a goal in mind. And the goal should always be about the audience and what you want them to do.

Pete Mockaitis
Say more about that, “You will be bored.”

Kerri Garbis
Yes, if you’re repeating what you’ve done, if I am saying the same thing over and over and over again, and I’m moving the same way because I rehearsed my arms, right, I say, “Welcome to…” I’m doing a really over-the-top gesture that nobody would do, hopefully, in real life.

“Welcome to my presentation about XYZ,” and I’ve practiced this 700 times, I am physically bored, I’m mentally bored because repetition can get boring. And you, as the speaker, need to have a goal that is out of you, off your head, right out of your head, and to the audience.

So know your goal and what you want them to do, ideally, what you want them to feel. Unfortunately, we can’t get anybody to feel anything specific. We can deliver the information in a way that hedges our best bet to try to get them there.

And make sure that goal is always in the back of the room in which you’re presenting, or behind the camera, or behind the head of the person that you’re talking to. You’re always trying to work towards something, and that’s going to keep you less bored.

I mean, as actors, we face this. If we’re in a long run of something, we face this often. I did the same show for 50 weeks in a row, eight shows a week. That can get boring. Or, 500 years ago when I used to perform in theme park shows, and we were doing the same show six times a day, it can get boring because you’re repeating the same thing over and over again.

So you have to give yourself little tricks and little goals each time. So, “Hey, this show, I’m going to concentrate on making sure my arms are straight in all my dance moves,” or, “This show, I’m going to really try to connect to this character or make this emotion the most prominent one that I’m showing during the show to keep it not bored,” because your audience is seeing it or hearing it for the first time.

Pete Mockaitis
Yeah, what’s so fun when you say, “Say the words out loud with a goal and you change up the goal and, thus, you get less bored,” it’s funny, I’m thinking about the world of video games here, an activity people undertake to eliminate boredom.

Kerri Garbis
I’ve heard.

Pete Mockaitis
And there are these things called mods, modifications, that you can install. It’s like, “I’ve played this game 400 times, but I want to play it, but I’ve done it so many times, it’s not interesting. Oh, there’s a modification so now it is new again.”

And so, likewise, if you say the words again, that feels boring because you’ve been there, done that. And yet, adding a new goal is like a new modification, and suddenly, it’s a new adventure.

And I think about, when I’ve been in zones of doing a lot of keynoting and rehearsing, I would find, sure enough, I’ve done this keynote like 30 times, but if I picked a new goal, it really was interesting.

Like, sometimes, the goal would be, “I’m going to make eye contact with people for approximately a phrase or sentence before making eye contact with the next person for a phrase or a sentence.”

And what’s really kind of fun is I can’t even begin to think about such things until the content itself is deep in my bones. It’s, like, I’ve got so much mental bandwidth that has to be allocated, and if 90% of it is on, “Oh, what am I saying next?” then there’s not much left over to do much of anything else but say those words.

Kerri Garbis
Yes, and I love your technique. I love this idea of mods. I might borrow it. I don’t play video games, but I know people who do, so.

Pete Mockaitis
Sure. All right.

Kerri Garbis
And, absolutely, you want to get it to a point where it, ideally, if you can, in your bones. And I often talk about rehearsal is so freeing because, if we’re rehearsed, it’s in there. It’s in my muscle memory. Not memorized. It’s in my muscle memory, the roadmap of where I’m going is memorized.

And then, all of a sudden, you can do eye contact to different people in the audience. You can feel a little freer to maybe take an interrupting question in the middle, or even, advanced, you can modify your message or how you’re delivering it if the reaction that you’re getting is not what you want.

If I’m telling the same story or giving out the same information for the 25th time in six months, and my audience, all of a sudden, I see is very closed off and looking down or, even worse, the dreaded, like, looking into their phone, that’s the worst as a speaker.

I know because I’m not reading the content off my brain. I’m able to actually look at them and take in what they’re doing and then I’m able to, like, mix it up and mod in the moment.

Pete Mockaitis
Oh, there you go. Tweet that. Okay.

Kerri Garbis
Trademark.

Pete Mockaitis
So that’s really cool and, you’re right, like, we have to have some bandwidth available to observe the reactions and adjust. And I think it’s so fascinating how it’s easy to not do that.

And I’ve had the experience of watching a speaker deliver a presentation multiple times. And I’m thinking, “Well, oh, are you still doing that? It didn’t work the last time. Why haven’t you given that up?” It’s, like, “I guess I should probably share this with them so that they have this.”

And I think that it’s something I observe frequently. And you haven’t done this, Kerri, so I’m not implicating you in this. But I think what I find tricky is, and it’s harder on podcasts, and maybe I’m just a snob who’s spoiled now, you know, 1200-ish episodes in, like I’ve heard a lot of things, I’ve read a lot of things.

But when I hear…oh, man, when I hear people say things, like they say it with great enthusiasm and almost like a twinkle in their eye as though they think they’re saying something novel, useful, and interesting, but, in fact, they are not.

And that’s very hard to say to someone unless they ask, like, “I’d really like your feedback.” It’s like, “Oh, so glad you asked. You know, you were doing this thing.” Because it could be a real gut punch, like, “Hey, sorry, what you say is not novel, useful, or interesting, though you seem to believe it is, so it’s either you’re delusional or you’re you’re talking to the wrong audience.”

And this is so brutal, like, I never say this unless people ask. But I had a joke. For example, I was my college of business at the University of Illinois commencement speaker, and I had a little joke I made, which was people say, “Oh, you’re the speaker. What’s your speech going to be about?”

And here’s what I would say, and I think that this is applicable to many speakers today, is I would say something like, “Okay, check it out. So here we are, we’re graduating, right? So it’s like, ‘Oh, it’s kind of sad, it’s the end.’ But, no, check it out. I’m going to take that, I’m going to flip it on its head. ‘Graduation is actually a beginning,’ and get this, ‘That’s why they call it commencement.’”

And so that was my joke, because, like, that’s the most trite, overdone kind of graduation speech thing one could say. And that was kind of fun, I would see my true friends would be like, “Ha, ha. But, really, what’s your speech going to be about?”

And then those who aren’t so friendly with you, who don’t feel comfortable giving you feedback would say, “Oh, okay,” you know, they would say nothing. And so that’s a long example for, I think, this is problematic in that a lot of times people think they have something really amazing and they say it with that intonation.

And that’s more engaging than if they were monotone boring. But it’s like, “Oh, man, they’re really kind of missing the boat. Like, they don’t know that in the marketplace of ideas, what they’re saying isn’t special or worthwhile for us audience to be assembled around.”

Kerri Garbis
Are you saying that – so this is not about me, I understand. Okay.

Pete Mockaitis
Yeah.

Kerri Garbis
I’m just checking that this is not about me, because I have a business that teaches this. We’ve been doing it for 15 years. I can’t say that anything that we do or talk about is that perhaps people haven’t heard before because what we do is antiquated. It’s been around a very, very long time.

Actors teaching, well, the business professionals part is specific. Actors teaching humans how to present themselves more confidently and speak in a more authoritative way is not a new concept. I did not create it. Yes, I created this company. The original idea, I did not create.

I try to share things that might be common sense, maybe not so much in common practice, and things that people don’t always think about. For example, do you practice in the mirror, ever?

Pete Mockaitis
I have. I prefer video recording.

Kerri Garbis
Yes, same seas. Because the mirror, it’s not an accurate representation of what’s happening, which is hilarious because it is. However, in the moment, our brain taking in us is very distracting and doesn’t give us back what we need, which watching back a video later can. It’s one of the many tools we use in our training.

And it’s the same thing when we tell folks, “In the moment, as much as you can, hide your self-view when you’re speaking, communicating virtually.” So we’re a Zoom house in my organization. So, in Zoom, it’s really easy to hit hide self-view.

Same in Teams, most of the platforms. Here in what we’re doing, I have moved my…I can’t see myself because I’m off to the side.

So I know that I look good, sound good. We discussed this before. And then I don’t need to look at myself anymore because it’s just using brain power to distract from the communication.

So the less you can, IRL, right, in real life, if you and I are not on camera here and we’re having a conversation, I am not looking at myself communicating with you. I’m only looking at you.

And so taking out not rehearsing in the mirror, taking out as much staring at myself as fabulous as my hair is, like, I don’t need it to be present and communicate in the most effective way.

Pete Mockaitis
Yes, that’s really good. And to that notion of bandwidth, yet again, it’s like we need some bandwidth just to monitor the response of the other person, like, “Do I seem to be saying anything interesting or novel or intriguing to them? Or do they understand what I’m saying or are they just kind of confused?”

I think you got to have that bandwidth available, and so less on you from a mirror or from your Zoom windows, certainly, that’s really handy. So this is a nice big idea. Rehearsing helps. Rehearsing more helps more. Say the words out loud with a goal.

Pete Mockaitis
When it comes to this rehearsing, I’m curious, is there a magic number or amount you recommend?

Kerri Garbis

There’s no magical amount of time. The number, the magical number is three. If you say something out loud three times, different goals each time, that can really help you feel prepared.

Pete Mockaitis

Okay. So three is magic as a threshold for, “You’ll feel pretty prepared after three.”

Kerri Garbis
Yes.

Pete Mockaitis
All right. And not to get too formulaic, I suppose the individual goals we select will vary based on our own strengths and weaknesses and priorities and audience and content and dah, dah, dah, dah, dah. But, that said, do you recommend any frequent protocols that often work well for many people, like, “First time, your goal is this. The second time, your goal is that. And the third time, your goal is this”?

Kerri Garbis
Why, in fact I do. The first time, concentrate on, “Does this have a structure?” It could be as simple as beginning, middle, and end, or problem, trial, solution, or some sort of narrative structure so that it is easy for the audience to follow.

So first time, you’re saying it out loud, concentrate on the structure of what you’re saying. And the second time, think about the delivery. So this is when you want to think about, “What is my body doing? What is my face doing? What is my voice doing?” This is the time to think about, “Am I saying lots of filler words? What am I doing that is distracting from my message?” and work on that, the delivery skill.

And then the third time is do it. Do it without stopping, no matter what happens. That’s a great time to break out the video camera, or, I guess, now today, we do a phone. If it’s the ‘90s, break out your big video camera, put it on your shoulder.

And then think of that as, we call it your dress rehearsal or on the stage portion of the rehearsal process, and do it without stopping, see what breaks so you can fix it.

Pete Mockaitis
You mentioned earlier we can’t control what other people feel, but we can increase the odds that they’ll feel the way we intend for them to. I’d love to hear your general principles for this.

I think, most often, the feeling I want people to have when I’m presenting is enthusiasm, motivation, vigor, like, “Heck, yeah, that makes a lot of sense. What a great idea! Let’s do it!” That’s kind of what I’m after most of the time. How do I get folks to feel that more often?

Kerri Garbis
Well, you can start by feeling excited, inspired, and behind that, or in addition to “What is the goal? What’s the, ‘Let’s do it part’?” You’ve got to get really specific about that, “So I want to excite my audience so that they…”

Pete Mockaitis
In this instance, it might be they rehearse their presentations more, so for this exchange, here and now, you and I.

Kerri Garbis
Yes, okay. In this moment, got it. We want to, as if we’ve painted that on the back wall, like I said, right, “Okay, my goal is I want people in this room to rehearse more, and I want to excite them.” That doesn’t mean I’m just going to stand up and be super excited about rehearsal, because that would probably get boring.

What if I scared them a little bit? What if I instilled some fear in them? What if I told them about a disaster story about a business leader who didn’t rehearse and the fallout from that and maybe that could get them a little excited to rehearse?

And I often find that you can, yes, we want to feel excited so our audience will feel excited. We can also get them there different ways. We can scare them, we can warn them, we could intrigue them. There’s a lot of different ways to get to the end result.

And all of that needs to start with how we’re feeling beyond being nervous. That is a huge thing that has to get conquered for public speaking. The National Institute of Mental Health states that 73% of the population suffers from public speaking anxiety.

Seventy three percent of the population suffers from public speaking anxiety, which means that most folks we’re seeing at a school meeting, at a business professional event, are nervous to speak.

And so a lot of what we do is also, in part, “How do we not only how do we be less nervous? How do we control that? And how do we get comfortable with feeling uncomfortable?”

It is so common for folks to be nervous when speaking. So how can both things get on stage together? How can my nerves and my excitement and all the other things I want to do come together and live harmoniously while I’m trying to impart this message?

Pete Mockaitis

Well said in terms of, if we want folks to have this emotional journey, we’re going to have to engage there emotionally. And that requires us getting unstuck with the, “Oh, I’m really freaked out about giving this presentation.”

So that is a great provocative question. Indeed, how do we get on stage with all of these pieces together, living up there? What are your favorite moves there?

Kerri Garbis
We like to start by asking, “What happens when you get nervous? Can you name it? Can you name the physical reaction,” right? When I get very nervous, you can physically see it. I get a splotchy neck. You can absolutely see it.

Some people are more external, some people are more internal, “I feel sick,” “I get tired,” “I start to get very hazy.” So, what does that look like for you. It could be multiple things like clammy.

I mean, I’ve heard all sorts of things, “I shake,” “I blink,” “I get dry mouth.” What does that look like for you? Let’s name it, and then maybe we can start to tame it, for lack of a better rhyme there.

And once we’re able to identify that, “Okay, what are the triggers? Is it actually stepping on the stage, whatever stage that is? Is it beforehand? Are we getting super nervous during rehearsal? Are we getting on stage, we’re fine the first minute and then we get freaked out?”

So we want to identify what it is and when it happens. That’s very, very individual. And start to work through that. And, of course, breathing, loads and loads of breathing techniques, breathing techniques beforehand, breathing techniques in the moment.

There’s all sorts of fixes. I don’t want to say fixes because we’re not getting rid of it. We’re making it palatable so that the person can be present when they’re standing on stage. So what are the techniques that we can use to make it palatable that the nervousness is with you on stage?

That could be a grounding item. That could be a visualization. There’s so many. There’s a myriad of things here.

Pete Mockaitis
And that’s encouraging. We got many tools in the toolkit to address this. So maybe just to zoom in specifically, let’s say I feel nervous in terms of my belly is, like, gurgling. Some might say butterflies in the stomach, but it feels more like there’s our there are waves sloshing around and they’re like, you know?

I know a guy who says, “I don’t eat before speaking for this reason.” Like, “All right, that’s, you know, commitment.” Hopefully he’s speaking in the morning. But so his stomach is like wave sloshing around kind of.

And then the trigger is internal in terms of, “I am imagining what if this goes poorly and there are bad consequences? I’m fired, lose status or respect or opportunity,” and that’s the blueprint of nerves here.

Kerri Garbis
We would start with the breath, connecting to the breath, relaxing the whole nervous system prior to. And then attempting to change your mindset from, “What if it goes badly?” to, “What if it goes well?” and instilling that visualization.

One of the most powerful things I was told as a kid, because, remember, I was a kid professional performer, and it was my middle school principal who told me this. I was really nervous before a middle school talent show.

And I remember being more nervous than I’d ever been in my entire life. And he said to me right before I went on, he said, “Imagine how you’re going to feel when it’s over instead of, ‘Oh, my gosh, I’m so nervous right now. I’m going to die. This is horrible.’”

It’s like, “Wait. Take a breath. Imagine how you’ll feel in three minutes when the song is over.” And I was like, “Oh.” And that really worked for me. That doesn’t work for everybody. That is really, still today, very powerful for me and something, one tool that we can impart.

So I would say, if this is what’s plaguing you, try different things. This is why rehearsal is important so that you can try on different things and see what works for you and managing your nerves. Is it breathing, meditation, visualization, a song? There are so many different things that will work for however you, your brain, your nervous system works.

Also note, one of the reasons I started this business was because, a long time ago, I went to help a friend get ready for a presentation, and I was waiting in the green room with the other speakers from his firm at the company, and there was a guy in the green room throwing up before his presentation.

Nobody in the room was concerned, except for me, and the other guys were like, “Oh, yeah, yeah, yeah, this is what he does before every presentation. It was his thing. He threw up before every presentation.” And I thought, “There has to be a better way to go about this.”

And that was one of the very kind of first sparks of, “Maybe I could start a company that has employees, professional actors, to help business professionals not throw up in trash cans before presentations.”

Pete Mockaitis
“Nope, throwing up in the trash can, that’s just the best practice. It’s just scary, that’s just how we work it.”

Kerri Garbis
Yeah, and, in fact, it was our original tagline for the company. It didn’t really land well, but we’ve changed it.

Pete Mockaitis
And good for you for observing how the audience was receiving that messaging and then adjusting. It’s, like, you could be at it now 15 years later with the “throwing up in the trash can” line and you’d be poorly served by it. So, well said, there are many ways to address it.

We’ve had Matt Abrahams talk about some things like holding on to a cold object. Or, even broadly beyond speaking, Ethan Kross talking about how to shift emotions and chatter. So, yes, there are many, many ways.

But if I may put you on the spot and say, do you have a special way that you find is effective for a lot of people and not as many folks have heard of or tried before?

Kerri Garbis
Here’s one that, oftentimes, people will say, “Oh, I never thought about doing that.” So one way that nervousness can show up physically and also perpetuate throughout a presentation is movement, like swaying, like shifting. I’m shifting back and forth right now.

So one thing that we do recommend is that people put a coin in one of their shoes. And that way, they’re able to be, it’s a grounding technique, “I’m aware of both of my feet on the ground,” because they feel different, “I have a coin in one, I don’t have a coin in the other.”

And so at all moments, I know, or I can come back to, “Uh-oh, I’m shifting. Oh, I want to feel equally weighted on both feet,” so that they are very, very free to move around as needed, and then they can come back and say, “Oh, I’ve got both feet on the ground, I’m present, I’m in the moment, and I’m delivering.”

Pete Mockaitis
Yeah, I like that a lot. Because something about being, I don’t know who I heard it, be where your feet are, or just that notion of awareness of the body, physical stuff. And the feet, in particular, really does seem to have some rooting ability.

I found that very helpful back in the day when I was interviewing and nervous, “Oh, I’m being evaluated by this interviewer, judging me.” I would just sort of, you know, put my attention on my feet and put both of them firmly on the floor, and I just felt grounded and solid, like, “I’m hard to tip over right now.” I don’t know, physiologically that was good for me.

So I’m right with you, that experiment and see what’s what’s working for you and that coin trick might be a good one. Well, Kerri, tell us, do you have any final thoughts before we hear about some of your favorite things?

Kerri Garbis
I’ll circle back to the beginning about rehearsal. And, oftentimes, people say, “I don’t have time to rehearse. I don’t know why I’m rehearsing,” and it doesn’t take very much time.

And if you are finding that you want to improve on presentation skills, and you are having a hard time getting motivated, it’s unpleasant for a lot of people. It’s uncomfortable and maybe a little bit scary.

Schedule something in which you have to present. So have some sort of culminating event out there in the future. Maybe it’s two weeks out and you’re going to go to…and make it low stakes, not something that’s going to colossally affect your career.

Sign up for a storytelling night, or you’re going to go present at something where the stakes are very low, so that you’ve got something that you’re going to prepare for and you’ve got a timeline and that you can try on some of these new skills and see how it feels.

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

Kerri Garbis
Well, it’s right behind me, which says, “Never teach a pig to sing because it wastes your time and annoys the pig.”

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

Kerri Garbis
The marshmallow study.

Pete Mockaitis
Oh, yeah. My kids do it for fun. I told them about this study and they’re like, “Ooh, this is a good treat. Let’s use it for a marshmallow test.” Like, just for fun, they do the marshmallow test.

Kerri Garbis
Yes, I find it fascinating. All things, before, when we were chit chatting before we were recording, we were really talking about human behavior and that exemplify, I love to observe human behavior.

I love to watch people when they get a little stressed if there’s a long line, if there’s some sort of discord happening. It is fascinating to me how humans respond under pressure, which is, essentially, what I’m doing with my job here.

Pete Mockaitis
Yeah. Well, it’s fun. It’s an intriguing concept in so many ways. And, fun fact, Walter Michel’s book about the marshmallow experiment, he had the actor Alan Alda narrate the audio version. I was like, “How did you swing that? Good job. This is kind of entertaining to hear.” So shout out there.

Kerri Garbis
Because everything sounds better with Alan Alda. He is part of my childhood from the “Free to Be…You and Me” album.

Pete Mockaitis
Oh, my gosh, I remember that. I didn’t make the connection. I remember, “It’s alright to cry.”

Kerri Garbis
“Crying gets the sad out of you. It’s all right.” Oh, please. “Parents are people, people with children.” Oh, my gosh. That? Yes. Yeah, okay.

Pete Mockaitis
I remember, I saw that at the Illinois Association of Junior High Student Councils Summer Camp, Leadership Camp, and because camp is already kind of emotional, you know, and then they throw that at you, it’s like, “Oh, it is okay to cry. Oh, I love you guys.” And a favorite book?

Kerri Garbis
My favorite book is Quit, Annie Duke. Do you know this one?

Pete Mockaitis
We’ve had Annie Duke, and we had talked about quitting with someone else, Lindsay Crouse, recently.

Kerri Garbis
So, Annie Duke, she’s a professional poker player. And it is about having your quit threshold. And it’s something I revisit often because I am a very, very loyal, almost to a fault, often to a fault, human.

If I like you, if I trust you, and I’m connected to you, I will hang on there for dear life. And this really helped me get perspective of, “What is my quit criteria?” And it’s not just for humans, it’s for practices within your business and in your life. And it’s been very powerful for me.

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

Kerri Garbis
A favorite tool for me to be awesome at my job is a current tool that we’re using within the organization. It is something we built with a software partner, it’s called Bravo. And it is an AI rehearsal tool.

Pete Mockaitis
Oh, cool.

Kerri Garbis
So it is, you go on, guess what? You record yourself, you get feedback in terms of visual, vocal, and verbal presentation skills. And I use it to get ready for any of my speaking engagements. You absolutely keep a human in the loop, so you can send the recording to a coach or a colleague, and get human feedback.

And, to me, it’s a helpful AI tool, so I can rehearse at any time, get feedback, and also get human feedback and be better at what I do in terms of speaking. I used it for a pitch competition that I won yesterday.

Pete Mockaitis
Yeah. Congratulations!

Kerri Garbis
Thanks.

Pete Mockaitis
And you helped make this thing?

Kerri Garbis
Yes, we have a software partner that we worked closely with to create the Bravo platform.

Pete Mockaitis
That’s so cool. I’m there immediately, as I do. And I’ve played with Speako back in the day. And then there’s ChatMatt but Matt Abrahams. So your AI is also looking at my vocal qualities as opposed to just my word choice?

Kerri Garbis
Correct. Yes.

Pete Mockaitis
Awesome.

Kerri Garbis
Do you sound enthusiastic? Do you sound nervous?

Pete Mockaitis
I’ve had a fun time sort of playing with some of these tools in which I have polite words but, like, a really mean tone. It’s, like, “I want to get a better understanding of how you’re thinking about this issue.”

And they’d say, “Great. Great job. You led with curiosity and openness.” I was like, “That was not a great job. I see that you’re only looking at my word choice tool.” So kudos for including that. And a favorite habit?

Kerri Garbis
My favorite habit is my exercise. I consider it part of my religion. If I do not exercise, I am not a very nice person. And it is that could be I get to the gym probably three times a week for weightlifting and then walking. Lots and lots and lots of walking and fresh air.

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

Kerri Garbis
Here is my nugget I’m going to stand on till my dying day. You, speakers of the world, you don’t need to slow down. You need to use pause more.

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

Kerri Garbis

Well, you can find me or my company, Ovation Communication, on all the platforms, meaning all of them, of LinkedIn, Instagram, Facebook, YouTube. We’ve got loads of fun and applicable content. And that is where you can find us, GetOvation.com.

The tagline which is now “Get prepared. Get confident. Get ovation” because we’ll make you not throw up in a trash can. Again, it didn’t land with the folks.

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

Kerri Garbis
You’re always going to have to present as a professional. And even if you have three minutes before you have to present, if you can simply say that first line and your closing line once out loud before you walk in the room, you’re already going to be exponentially better than if you only said it in your head.

Pete Mockaitis
Awesome. That sounds quick and easy.

Kerri Garbis
Rehearsal doesn’t have to be like this long-term relationship. It can be three minutes. It’s okay. It’s all good.

Pete Mockaitis
All right. Kerri, thank you.

Kerri Garbis
You’re welcome. Thank you for the delightful conversation.

1113: How to Make Memorable and Lasting First Impressions with Rebecca Okamoto

By Podcasts No Comments

Rebecca Okamoto helps transform your introduction from boring to powerful.

You’ll Learn

  1. How to introduce yourself in 20 words or less
  2. How to project confidence in your introduction–both in person and online
  3. Best practices for crafting great first impressions

About Rebecca

Rebecca Okamoto is a communication and clarity consultant, and the founder of Evoke Strategy Group. She helps people with something to say but struggle to say it. 

Rebecca is on a mission to change the way overlooked and misunderstood voices are seen, heard, recognized and rewarded. She works with professionals to communicate, align and influence senior stakeholders, showcase strategic thinking and explain the commercial value of complicated concepts.

Resources Mentioned

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Pete Mockaitis
Rebecca, welcome!

Rebecca Okamoto
Thank you very much, Pete. Super great to be here.

Pete Mockaitis
Well, I’m excited to chat with you. And you have a bit of a claim to fame. You are known as the 20-word person. What on earth does that mean?

Rebecca Okamoto
It means that I teach people how to introduce, market, and promote themselves in 20 words or less.

Pete Mockaitis
Well, I didn’t count those words, but it feels like you just did that to us right now.

Rebecca Okamoto
I did. It was less than 20 words. Trust me on that.

Pete Mockaitis
Perfect. Okay. Well, I mean, that sounds catchy. But, Rebecca, tell us why is this an important skill? Why does it matter?

Rebecca Okamoto
Well, I think it matters because we live in a multitasking, attention-deficit, highly-distracted environment right now, and introducing yourself is super important and making a great first impression, I think everyone knows, is important. But in this day and age, it doesn’t matter how smart you are, what a great fit you are, how much value you add, if no one’s paying attention. So, you have to be able to grab people’s attention in as few as 20 words.

Pete Mockaitis
Okay. And can you maybe tell us a story of what’s the impact of being able to do that versus not do that? Have you seen sort of any cool dramatic before-after transformations when people really master this skill?

Rebecca Okamoto
So I had a client who really struggled with explaining what made her unique. So, the reason why she came to me was to say, “I know people’s eyes are glazing over, I know I’m going into the weeds, and I just can’t explain what makes me unique, and I can’t stop myself.” So, we just worked on how to introduce yourself in 20 words.

So, I don’t know, a couple months later, she writes to me, and she says, “Oh, my gosh, I was at a networking event. Everybody went around the room and introduced themselves. I went the 20-word route.” Afterwards, some CEO comes up to her and says, “Man, you really stood out compared to everybody else. I’d like to talk about opportunities to work together.” Two weeks later, they’re meeting in New York to discuss those opportunities.

So, she went from zero opportunities and people saying no and, “I don’t understand,” to, “My gosh, everybody gets the value.” The thing that she loved was, “People get the story I’m trying to tell.”

Pete Mockaitis
Lovely. Okay. Well, so tell us, can we maybe hear a demonstration of what’s a typical, “Oh, so tell me about yourself,” or, “So, who are you or what are you about?” So, people give you that invitation, the prompt, like, “Do the thing now.” And what’s sort of a typical answer versus an optimized Rebecca-style 20-word or less answer?

Rebecca Okamoto
I think most people try to explain all of their qualifications and experiences, “So, I’m a 20-year supply chain professional, and I worked for Procter & Gamble for 15 of those years. And I worked in Singapore. I worked in New York. I worked in all these different locations. And I managed many, many, many people, and I started a plant.”

So, what people end up doing is they just talk about themselves. And, in my case, when I used to do it, I would go on for like three minutes, thinking that was an optimized pitch.

Pete Mockaitis
Yes, I remember. I remember the corporate days. I’ve been sort of on my own for a long time here, but I recall many meetings where like, “Hey, we’re doing a kickoff. It’s an interdisciplinary team with representatives from different functions and business units, and we’re getting together.” And so, we all go around and say the thing.

I remember finding that so boring, and maybe it’s like, “Oh, maybe I’m just selfish because I don’t care about what these people are saying to me right now.” But, Rebecca, you’re making me feel comforted that it sounds like this is the default way people feel when they hear most people’s introductions.

Rebecca Okamoto
It is. And I used to go, I had large organizations when I worked for a large corporation, and people go around the room like that, and I’d have to say, “Thank you,” because the first person goes on for 10 seconds and the next person does 20, and then 30, and then 50, and then two minutes, and all the time gets sucked up, and I still didn’t know what anybody did.

But if you say something more like, “Well, I help organizations struggling with transformations engage and embrace change with excellence,” so really helping people understand the value that you bring or the difference that you bring.

A really simple example I typically tell people is you’ll say something like, “I’m an award-winning bestselling author,” which is I describe myself. These are my accomplishments. But it leaves the listener to kind of guess, “What does that mean for me?” But if you said, “I help new authors get published faster,” “Oh, I get what you do.”

Pete Mockaitis
Yes.

Rebecca Okamoto
So, the reaction you’re trying to get instantly is someone saying, “Oh, that’s me,” or, “I know someone who needs that.”

Pete Mockaitis
Okay. And as you say these things, I’m thinking, I see a lot of LinkedIn taglines that sound exactly like this. I’m imagining, in an interdisciplinary team assembling kickoff at a corporate environment, if you were to say that in that environment, they might want more. I mean, it’s intriguing.

Rebecca Okamoto
That’s correct.

Pete Mockaitis
But it’s like, “Yeah, okay, but, like, so which department are you with? And what are you doing for us here in this team?” Do you expand upon that and sort of that’s your starter, and then you add in different contexts? Or, what’s the strategy?

Rebecca Okamoto
I think it depends on your environment. So, if you’re in a corporate setting and everyone’s just going around the room and the leader’s just sitting there, you don’t just, it’s just like, it’s just you one way. So, you just give a simple introduction, “So, I’m Rebecca. I’m from the Demand Planning Organization. And I tell stories with data that turn forecasts into actionable, profitable insights.”

So, now they know where you work, your name, and what you can do for them. Instead of, “I have 15 years with Procter & Gamble, and I did demand-planning, but before that I was a market planner. Before that I was in a plant. Before that I was an inventory planner.” That’s what people normally do.

Pete Mockaitis
Yeah. And I wonder what’s behind that? Maybe just because that’s what we’ve seen. But, in other ways, it’s almost like, “This is my only opportunity.” It’s like a little bit sad in terms of like the human need, you know, for validation, for acknowledgement, for mattering and significance. It’s like, “This is my time that I get to share my career arc, journey, history, because most people don’t want to hear it. But now is my moment.”

Rebecca Okamoto
Yes, or, “I don’t know what else to say. I saw everyone else doing it,” or, you just think, “I’m hoping that you understand that this is impressive and I’m impressing you.” And what you learn, instead of trying to impress people, “I’m smart,” is trying to tell people, “Here’s what I can do for you.” They remember that. It’s like, “Oh, wow, she can help me, like, with insights or with profit.” You want to be remembered for that. Not with, “Well, she worked in a lot of places. She sounds smart.” And then forgettable.

Pete Mockaitis
“I hope you understand that I’m smart. That’s like, ‘I’m kind of a big deal,’” Anchorman style.

Rebecca Okamoto
Yeah, but, you know, I was someone in a corporate career who started off super timid and I longed to be recognized. So, when I had an opportunity, I was just like, “And I worked here and I worked here and I worked here,” and I just assumed they would know that made me valuable. It made me forgettable, unfortunately.

Pete Mockaitis
Yeah. Okay. Well, so now it’s not just a matter of thinking, “Okay, Rebecca said I should do it in 20 words, and word count 18. I guess I’m done.” You actually have a process or a sequence that you walk people through in order to land on a winning 20 words. Can you share that with us?

Rebecca Okamoto
Yeah, I will say the most important thing about your introduction is that you want the person on the other side to visualize that you can do something for them. They’re like, “Oh, my gosh, we were just talking about that,” or, “Oh, I know someone who needs that.” Here’s a framework that I didn’t share, I don’t share a lot, but I tell people, “Just describe your audience really clearly.”

So, for instance, a friend of mine is an excellent executive coach, and she tells people, “I help high-potential leaders who find themselves in high-stress, high-stakes or no-win situations.” And people are like, “Oh!” And then she said the first time she did it, people are like, “Oh, my gosh, you have to meet so and so. She’s in a no-win situation.”

It makes it so clear, you just say, “Here’s who I help.” And if you’re vivid, “I help women over 50 rebrand and relaunch new meaningful careers.” “Oh, I know someone who’s just trying to relaunch their career.”

Pete Mockaitis
You know, Rebecca, what I really love about that is this is clicking for me because I recently listened to Dan Allison. He since moved on to new ventures, but he achieved great renown and fame amongst financial advisors as the guru who told them to crack the referral code, because financial advisors, they always want referrals. And this guy figured out in great detailed studies what leads clients to refer and not refer and some of the key things.

And that was one of the big ah-has, is that, from a financial advisor’s perspective, it’s like, “Who do we help?” It’s like, “Well, anybody who’s got $2 million in investable assets.” It’s like, “But that’s not very helpful in terms of being referable on the client side,” because like, “Well, I don’t know how much assets my brother-in-law has. That feels rude to ask.”

But if you describe that audience very clearly, such as, “I help doctors and lawyers in their 50s figure out how to make their money work for them,” or something like that. It’s like, “Oh, I know a doctor, a lawyer, in his 50s and he actually seemed to have some questions about how to make his money work for him.” So, now all of a sudden, it’s become super-duper clear, “Oh, you two perhaps need to know each other.”

Rebecca Okamoto
Right. I work with a lot of law firms, and some of the law firms are like, “Well, okay,” or they’re lobbyists and they say, “Well, it’s not good to say you’re a lobbyist.” And I said, “Well, can’t you say something like, ‘Well, I help companies who suddenly find themselves on the wrong side of the national conversation’?”

So, like you’re the ship that just ran into the Francis Scott Key Bridge in Baltimore, and you suddenly find yourself on the wrong side of that equation, like, “Oh, yeah,” you can describe your audience’s problem. So, that’s one way.

Pete Mockaitis
“I help corporations rewrite the rules so they make more money.” That’s, like, that feels a little off-putting to most. Although if you run a corporation who wants the rules rewritten to make more money, then you would like to be talking to that lobbyist, I guess.

Rebecca Okamoto
Well, I think you want to say it in whatever they’re looking for or saying, but I normally say, “Like, I help my target audience achieve a benefit they desire.” That’s the easiest one. “And the benefit they desire is something that they say they want. So, I help worried job hunters confidently explain why they’re the ideal candidate to hire.”

So, I interviewed a lot of, when I started my career, like job hunters, and they always use the word worried, confident, not confident, and struggle. So, I decided, “I help worried job hunters confidently explain why they’re the ideal candidate to hire.” And people are like, “Oh, my sister is really struggling,” “Oh, my kid is really struggling.” They can identify. So, that’s a really effective way of introducing yourself.

Pete Mockaitis
It is really good. It reminds me of some kind of basic core principles associated with copywriting, is that, ideally, if you know the words people use, when you speak them, it’s like, “Oh, this guy is for me. That’s how I think about it. That’s what I’m looking for.” Even though you might use perfectly valid synonyms, but it’s like, “Well, that’s not what I…and I’m not sure if that’s for me or not.”

Like, I remember, one time I was doing a lot of Myers-Briggs trainings, and so, you know, I could call myself an MBTI practitioner because that’s what we call ourselves when we get certified. But most folks are just like, “Oh, what I want is someone to do a Myers-Briggs workshop for me.” It’s like, “Oh, well, I do Myers-Briggs workshops. So, then we got to talk.”

Rebecca Okamoto
Right, exactly. So, then if you’re talking to your peers, it’s different than talking to your executive, for instance. And when you’re pitching to them, you’re talking about, “What I can do to help you with your margin improvement.” But you might be telling your boss, “I can save you money.”

Pete Mockaitis
Yeah, that’s a good thought.

Rebecca Okamoto
So, your introduction changes depending on your audience and what they say.

Pete Mockaitis
Well, Rebecca, you make it sound so quick and easy. Is it so quick and easy or is there a bit more of a deep research process underlying the landing on these up to 20 words?

Rebecca Okamoto
It’s quick and easy now, but I will say that when I started, funny you should say copywriting, because I am obsessed. I’m not a copywriter. I’m a mechanical engineer.

But engineers like to figure out how things go together and I’m obsessed with the concept of copywriting. Because to me, they had to be persuasive with words. And how do you give a headline that grabs someone’s attention to get someone to want to click? So, I learned about persuasion is a journey and it’s about getting someone to want to know more. That’s how I designed my frameworks.

And then I always thought, “Well, what if you don’t have work experience? What if you’re my nephew and he’s just starting off work, and he doesn’t say, like, ‘I’ve done all these things and I can tell stories with data,’ what should he say?” And I go, “Maybe you should use your passion or your mission or your strengths.” But it’s all about getting someone to say, “Oh, tell me more.”

Pete Mockaitis
Okay. I like these rules of thumb. So, we want them to say, “Oh, tell me more.”

Rebecca Okamoto

Yes.

Pete Mockaitis
Super. So, we want to clearly describe, “I help target audience get the outcome they want.” Any other rules of thumb or things you have in mind as you’re crafting these?

Rebecca Okamoto
Yeah, I would say think about your introduction answering the question, “What do you do? And how does it help me?” So, “I help my target audience achieve a benefit they desire.” Because a lot of people say, well, 20 words, they completely miss any of my frameworks, and they’re like, “Ask me to find your purple unicorn.” “What? What’s a purple unicorn? Like, why am I asking you that?”

Because they think it’s most important to think to be clever, “I’m a process architect and I help calm chaos and spread glitter.” And I’m like, “You spread glitter? I’m sorry, why do you spread glitter?”

Pete Mockaitis
“I got to clean that up! That’s going to be a hassle. I don’t want you to spread glitter.”

Rebecca Okamoto

But they’re trying to be clever. So, it’s like, “What do you do and how do you help me?” And I’m pretty sure people are not looking for some, “Well, in the context of process engineers spreading glitter.” So that’s the other thing to think about is be clear. You don’t have to be clever.

Pete Mockaitis
“You spread glitter in our manufacturing plant that’s going to be…”

Rebecca Okamoto
That’s a problem.

Pete Mockaitis
“…problematic for our processes, in fact.”

Rebecca Okamoto
Yes. Yes.

Pete Mockaitis
Okay. And I think that’s really good to think about it for in terms of their word choice and selection because “spread glitter” might be super resonant for you and, in a way, you know, a very lovely little motto or inspiration, you know, print up accessory for your office wall. Cool beans. But to share it with others who don’t have that same perspective is just going to fall flat.

Rebecca Okamoto
Right. Or, you could just say, “I solve your problem.” Someone from 2018, he came to one of my workshops, and he said, “I read your blog and I redid my entire introduction. It’s now in six words, ‘We make Salesforce easy to use.’” And he said, now, when he introduced himself, people would stop him and say, “Hey, Bob, come over here. This guy makes Salesforce easy to use.”

It was so easy for them to understand they were recruiting people for him and they were able to repeat his personal brand, and it’s six words. So, I tell people it’s not about 20. It’s about the fewest number of words that makes the person go, “I know who that is,” or, “I want that.”

Pete Mockaitis

Okay. Lovely. Well, Rebecca, it feels like you are a master of concision or a succinctness. It seems, like, understood. What else do we need to say about this matter?

Rebecca Okamoto
So, the first thing is, then, remember it’s about your audience not yourself, and don’t try to be clever, and then you have to practice. So, I have a lot of people tell me, “Oh, yeah, I’ve worked on my introduction. Wait, let me…It’s in my phone.” And I’m like, “Okay, that’s actually not going to work.” You have to memorize it and then you practice it, because you want the intonation to sound confident. You want to be able to say it anytime someone waves a microphone in front of you.

I’ve had people try to, like, sneak up me and say, “Introduce yourself” at a lunch thing and say, “Stand up and introduce yourself.” And I’m like, “That’s never going to be my problem because I’m always going to be able to introduce myself because I practice.” And first impressions really matter. So, I would say practice, practice and practice.

Pete Mockaitis
Yeah. To the point about practicing, we had a previous guest, Laura Sicola, on the show, and she made a phenomenal point, is that we know our names so well, or maybe anything that we know super well. We have a tendency to speak it super-duper fast.

And I think I’m guilty of this in my own podcast intro, like, “To check out the show notes, or the transcript, or the links to the items that we’ve referenced, go to awesometeourjob.com. So, I was like, “Okay, hold up. If it’s a new person, like, ‘Oh, what, what, what, what, what all is there? Huh?’” It’s, like, I have to continuously remind myself, and sometimes I fail here.

It’s to think about them hearing it for the first time. And she says, many of us were saying our names wrong, like, “I’m Pete Mockaitis.” Like, “What? What?” It’s like, “I’m Pete Mockaitis.” So, there’s the pause, and then the intonation movements, that the name itself is heard very clearly, which is actually a genuine risk because we know our names so well, we might spit it out too darn fast.

Rebecca Okamoto
Right. And people tend to go, like, “My name is Rebecca Okamoto?” Like, you’re asking a question, “You don’t know your name?” You’re not realizing that you’re just saying it so fast. Yeah, so I tell people record themselves. That’s what I do. I practice all the time to get that muscle memory, because introducing myself is important and I do it for a living. So, I do that.

And then I always say the last tip is test it out because it makes sense to you, but it may or may not make sense to someone else. So, a different executive coach, I was in a workshop with, and he said, “Oh, I have one. I help high-potential managers having problems right now.” And I’m like, “Well, what does that mean having problems right now? What kind of problems?”

And he said, “You don’t understand?” I’m like, “No, I don’t understand.” He goes, “Well, that’s because you don’t understand.

Pete Mockaitis

Health problems? Money problems? Marital problems?

Rebecca Okamoto
I know. Exactly. And I’m like, “I think it’s unclear.” And he goes, “It’s not clear. You don’t understand.” I’m like, “That’s what I’m telling you. I don’t understand.” So, he was angry at me, and I’m like, “I’m the listener. How am I supposed to recommend you to someone?” So, if someone tells you it’s not clear, you get defensive. It’s a sign that it probably isn’t clear. Just because you understand it, your introduction is for the listener, not for yourself.

Pete Mockaitis
Yeah. Certainly, because, in a way, I’m imagining that that could become super resonant shortly, it’s like, “I help managers who have problematic employees they’re worried about firing or something,” or something. Or, “Who may need performance improvement plans.” It’s, like, that could be like, “Oh, my goodness. Thank you. I’ve been worried about this and didn’t know what to do about it. And here’s a guy who can help.”

Rebecca Okamoto
Right, yeah. And what you find is, if I tell people, like, “I help new entrepreneurs introduce market and promote themselves in 20 words or less,” people say, “Well, do you help, like, not new entrepreneurs?” They’re like, “Who else can you help? Can you help students?” If you’re really clear about your audience and it makes a very clear impact on the person, the chance of them saying, “Do you help someone else go way up?”

But if you’re like, “Oh, I help this group, that group, and the other group,” when people say, “Oh, I’m the,” – what is it? – like, the generalist or whatever, or, “I’m some kind of, I don’t know, multi-tool,” and you’re just like, “It’s too broad, and no one can envision what that will do for them.”

Pete Mockaitis
Okay. Yes, the visualization point, again, coming back.

Rebecca Okamoto
Yeah, “I’m a jack of all trades,” and you’re like, “What would I do with a jack of all trades? Can you help me troubleshoot this type of problem within 90 days or less? Can you help me get this result without, you know, using a lot of capital? That’s what I’m looking for.”

Pete Mockaitis
Okay. Well, let’s talk a bit more about when we do the practice, we talked a bit about the pacing. And then we talked quite a bit about the actual word choice themselves. Can you give us some perspective on tone, rhythm, body language, anything else when it comes to the delivery of these up to 20 words?

Rebecca Okamoto
Laura Sicola, I’ve seen her TED Talk. I actually heard the same advice she gave in her TEDx Talk from a Dale Carnegie class, which is saying your name is really important. And as someone who have been on the receiving end of people from all over Asia, where I didn’t know their language, you don’t want to be like, “What was your name again? What was your name again?” So, saying it slowly and practicing is really important.

And then from the pacing standpoint, you don’t have to say it super-fast, because you’re trying to get a conversation. So, it’s like, “Here’s what I do.” And I like to say mine with a lot of confidence. So, it’s just like, “That’s what I do.” And I make my tone bend down at the end, “I help people introduce, market, and promote themselves in 20 words or less.” And just give it a pause.

Pete Mockaitis
Okay. And then, hey, facial expressions, hand gesture, posture, anything to think about there?

Rebecca Okamoto
Well, I guess if you’re just sitting, you know, you can only do so much. I would use your hands. Palms up is a very famous one, where speaking with your palms up. Smiling is a really big deal. It’s been shown that people who smile are, like, just genuinely more likable from a first impression standpoint. So, you want to sit up straight. You want to have good posture. If someone told you have good posture, it makes a difference.

I also think that if you’re standing, that whole thing about eye contact, but if you’re on a Zoom call, you want to look into the camera and you want to simulate what eye contact is so that it looks like you’re looking someone in the eye.

Pete Mockaitis
That’s good. Well, I was just about to ask about this in the digital world, any perspectives on making great first impressions when you do have that digital domain going on?

Rebecca Okamoto

So many people turn their cameras off. You want to have your camera on.

Pete Mockaitis
Whole time?

Rebecca Okamoto
Yes, whole time. And you want to look into, when you’re speaking, you want to look into, whatever, you have a red dot or a green dot, whatever you want to look into that camera. A friend of mine is a coach for people who do a lot of things on Zoom. And one of the things he told me to do is stop using big hand gestures and moving back and forth.

He said, “So, you want to sit and ground yourself. Think of it like a close-up on a camera.” So, he said, “When you’re on a stage, yeah, big arm gestures, big, bold gestures are good. But when you’re sitting there, moving around is very distracting. It makes you look nervous.”

Pete Mockaitis
Okay. Understood.

Rebecca Okamoto
Yeah. Oh, I have one other tip from an introduction standpoint, which is I have multiple introductions for people. You have different audiences. They’re at different levels, if it’s in one organization. You don’t need one introduction that fits for everyone. You have an introduction for the type of people that you’re meeting.

Pete Mockaitis
Certainly. So, in a social environment, in which you are not expecting to generate business or professional anything, we would be going in a totally different direction.

Rebecca Okamoto
Right.

Pete Mockaitis
Well, now I wonder, is this, so we probably no longer use the formula, “I help target audience get result they want”?

Rebecca Okamoto
Sometimes you can, it kind of depends on what you’re doing, but you might want to do like your passion, mission, or strength, you know, “I work in the healthcare field and I’m passionate about helping people in need, creating opportunity for vulnerable communities.” You might want to talk about it that way.

Pete Mockaitis
Okay.

Rebecca Okamoto
Who you serve, so they’re like, “Oh, I love that you help people in need.” But again, it’s all about creating a visual in your audience’s mind so they can be like, “That’s really great. So, tell me more.”

Pete Mockaitis
And how about purely social?

Rebecca Okamoto
Well, I mean, I still tell people what I do. So, it’s like, well, you know, if I’m sitting on a plane and I don’t know the person, and they’re like, “What do you do?” “Oh, I work with…” I’ll just pick something that I think is generic, because I’m just looking to, well, I’ll say spark a conversation, “I work with personal branding and I help people introduce themselves in 20 words or less.” So, it just makes it clear what I do, whether they say, “I know someone,” or not. I just want them to be like, “Oh, that’s interesting,” so they can see what it is.

Pete Mockaitis
Sure thing. Got you. I guess I’m imagining, so we’re at a barbecue and it’s, “Oh, hey, what’s going on?” “Oh, hey, I’m Pete.” “Hi, Pete. What’s your story?” Like, “Well, there’s many ways I could go with that, sir.”

Rebecca Okamoto

Yeah, I mean, you could say like, if you want to talk about your work and then you want to put it in like, “I work in the supply chain and it’s like being a…” well, maybe this is not a good example for today’s environment, which is like, “I’m like an air traffic controller that helps, you know, products go from A to B, crossing the country,” something like that. Or, “I make things make sure that they show up on your shelves on time.” Really generic, the way you would describe it to your seven-year-old nephew or niece.

Pete Mockaitis
Okay. Certainly.

Rebecca Okamoto
Yeah, that’s a good way of doing it so that if you’re like, “If I could explain it to a kid, it’s probably a generic enough one to use in a social environment.”

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

Rebecca Okamoto
No, I think that that covers it. I just really love it when people tell me that it made a difference where they felt seen and heard. That’s the greatest part about having a great introduction.

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

Rebecca Okamoto

I say that my favorite quote is from JFK’s “moon talk.” So, at Rice University, 1963, he said, “We choose to go to the moon. We choose to go to the moon in this decade, not because it’s easy, but because it’s hard.” So, I find it very inspiring that, and he said something similar when he gave a, I think it was at a prayer meeting. He said, you know, “Do not pray for easy lives. Pray to be stronger men.” I think it’s really important that we try, and I think that adversity is a good thing. So, I find it very inspirational.

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

Rebecca Okamoto
I’m obsessed with the dilution effect, the dilution factor. So that is, it means that the more you speak, the more you try to explain, the less impact your message has, which is just another reason to say why you want it in 20 words or less. You don’t need a lot of things. You just need one thing for someone to grab ahold of.

So, I’ve been studying a lot of the dilution effect. And then I try to tell people when I coach them, “You’re diluting your message. You’re making it hard for me to understand. So just give me one thing and let me ask you about the rest.”

Pete Mockaitis
All right. And a favorite book?

Rebecca Okamoto
Never Split the Difference by Chris Voss, who I believe was one of your guests, yeah.

Pete Mockaitis
He sure was.

Rebecca Okamoto
I mean, I recommend his book because then you can help people with the intonation and they can understand how important it is to get someone to say, “Oh, my God, that’s me.” And that’s what your introduction is, very similar to that.

Pete Mockaitis
And a favorite tool?

Rebecca Okamoto
I’m obsessed with copywriting. So, the tool I use when I work with people is it’s called problem agitation solution. So, when you’re pitching yourself, you give them the headline, which is, “I help people with something to say, but struggle to say it.” Then you talk about a problem that people have and you sort of agitate it, and say, “Here’s how I solve it.” So, I love that tool.

Pete Mockaitis
And a favorite habit?

Rebecca Okamoto
I have a new habit. I have been working on using rituals. Rituals are a sequence of things that you do to focus yourself and really imbue purpose to the activity that you’re doing. A really famous person that does this is Rafa Nadal, a tennis player. Like, before he serves, he goes through a sequence of things to get himself ready. He sits down between points, and he like straightens his water bottles, and he’s just ordering his mind and he’s getting himself set.

So, I’m like, when I write, instead of procrastinating, instead of getting popcorn, I’m going to have a ritual that makes it really meaningful for me to sit down and, whether it’s 20 minutes or two hours, focus and purpose.

Pete Mockaitis
And what is the ritual?

Rebecca Okamoto
I grab a mug of a hot beverage, I take a few deep breaths to center myself, and I ask myself how I’m feeling, because if I’m feeling purposeful, that’s good. If I’m feeling overwhelmed, nervous, whatever, I ask myself, like, “Hey, what’s going on? Why do you feel that way?” And then I tell myself, “Be grateful for the moment and the opportunity that you have, that you get to write, that you get to help people. And what is your purpose?”

And when I center myself on my purpose and who I’m trying to serve, all of that stuff goes away. And it takes me – what? – two, three minutes, kind of center myself. But it always starts with a mug of like a hot beverage. I don’t know why, but I just like that. And now every day, and I used to do it randomly. Now every day, either at 7:00 a.m. or 10:00 a.m., I have a mug of something and I start my day really focused.

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

Rebecca Okamoto
So, since I gave this TEDx talk about how to introduce yourself and get hired, people play it back to me all the time. I didn’t realize that it’s about you versus about me. So, I tell people about me is something like, “I’m an award-winning bestselling author.” About you is, “I help new authors get published faster.” They play this back to me all the time.

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

Rebecca Okamoto
They can come to my LinkedIn profile, which is just Rebecca Okamoto, or they can go to my website, which is 20Words.com, the number 20, words.com, or Rebecca@20Words.com.

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

Rebecca Okamoto
Yes. So, I will tell you my challenge to them is to think “What if?” What if that inner critic inside your head is wrong? What if that inner voice is wrong? So, when you introduce yourself before, and you’re like, “Oh, I’m no good. I shouldn’t have even tried,” what if the only thing, the only difference between that being seen and heard and recognized was your introduction, was your ability to be clear? And it’s a skill, not a problem – “What if?”

Pete Mockaitis
All right. Rebecca, thank you.

Rebecca Okamoto
Thank you.

1091: How to Persuade and Motivate Action through Compelling Data Stories with Mike Cisneros

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Mike Cisneros shares principles for turning graphs into persuasive stories.

You’ll Learn

  1. Why analysis alone won’t persuade
  2. The antidote for complex and overwhelming data
  3. Why NOT to answer everyone’s questions

About Mike

Mike Cisneros is an award-winning data visualization specialist and co-author of Storytelling with Data – Before & After: Practical Makeovers for Powerful Data Stories. A two-time Tableau Visionary, he helps organizations turn complex data into clear, actionable visuals that drive better decisions. He works with the team at storytelling with data to help people and businesses communicate more effectively with data.

Resources Mentioned

Thank you, Sponsors!

Pete Mockaitis
Mike, welcome!

Mike Cisneros

Hey, thank you very much. Great to be here.

Pete Mockaitis
Well, I’m excited to be speaking to an esteemed data storyteller. And we’re going to hear a lot about that. But one story I got to hear right away is what’s up with you and Jeopardy?

Mike Cisneros

Okay, so throughout most of my adult life, I have occasionally tried to take the Jeopardy test to see if I could get on to the program. I’m currently in the active contestant pool for Jeopardy, which means I’ve gone through a few different rounds of practice, of trying to get further along in the process.

I’ve done the in-person interview with the producers, which means that me and a few hundred of my, hopefully, future contestants, competitors, let’s say, are just waiting to get the call to see when and if we’ll be invited to appear on the program.

So, it is exciting. It is about, I would say, a one-in-five shot at this point, but it’s much closer than I’ve ever been to date. So, keep your eyes and ears peeled.

Pete Mockaitis
And I’m imagining, with data storytelling, you could make quite the slide revealing what your odds were at each stage along the path to now.

Mike Cisneros
You would not be surprised to find out how many people are invested in tracking and analyzing the data of the games over the course of history. There are sites that track every single question, every contestant, how well they were expected to do, how fast they are on the buzzer, what they could, theoretically, be. It’s a whole universe.

Pete Mockaitis
Intriguing. Well, that is, I did not know, but now that you mentioned it, it seems like, yeah, that feels about right. So, let’s hear about your book here, Storytelling with Data: Before and After – Practical Makeovers for Powerful Data Stories. What’s the big idea here?

Mike Cisneros
Everybody loves a makeover, right? It’s fun to see when something starts from kind of a jumble and we put it into order, we organize it, we make it work in a way that is aesthetically pleasing, that is functionally pleasing. And Storytelling with Data is all about helping people to communicate more effectively with their data. And that oftentimes means putting it in the structure of a narrative.

And so, over the course of years, what we’ve seen is there are a lot of different challenges that different companies and people face, but they’re very rarely unique to a single organization. So, it’s, “We don’t have enough time,” or, “We don’t know what level of detail to get things to,” or, “We don’t have one specific audience. We have to consider multiple different groups of people. How do we use the tools that you’re teaching us about in your workshops to achieve these different goals?”

And that’s what our book is about. We’re using different case studies, 20 different case studies from our real experience with clients on how to apply these techniques that we have taught over the years to specific goals, to specific areas where you have different challenges or things that you’re trying to achieve.

Pete Mockaitis
Okay. Well, being in the trenches like that, I’d love to get your hot take in terms of what’s the median level of data storytelling ability in corporate America nowadays? Is it okay? Is it shockingly terrible? Is it excellent? Where would you put it?

Mike Cisneros
What I would say is that there is a facility for data out there. People tend to know, especially people who are data analysts by trade, certainly know how to work with data. They know how to analyze it. They know how to explore it. And almost everybody knows how to tell a story. It is a natural function of being a human being.

And this is how we have taken in information throughout most of recorded history. It’s when you’re at a barbecue, that’s how you build social connections, is you’re telling one another stories, and it’s a very natural thing. But for whatever reason, we don’t seem to be able to mesh those two things together to figure out how to take these data that we have acquired and analyzed, and tell an efficient and effective story with it.

I guess it’s because when we were in school, nobody taught us to do these things at the same time. They always taught one thing or the other thing. You have English class and you have Math class but you never have something that combines the two of them.

So, to answer your question, I think that people are good at data analysis, people are good at storytelling, they’re just not good at getting used to doing these things at the same time, which is a shame because you do all of this work as a data analyst to find interesting things, to find stuff that you think needs to happen in order to make not just the company more money or make a bigger benefit for your team, but to, generally speaking, make lives better.

Because all of the data that we work with, in some way or another, I think, represents a human being, an aspect of being a human being, or something that affects a real person’s life. So, you don’t want all of that effort, all of that enthusiasm, all of that energy, emotional investment to go for naught.

You want to make sure that all that stuff that you’ve done, when it comes time to tell somebody who can do something about it, you want to make sure that it resonates with them, that it gets them motivated to do what you think needs to be done. And that’s going to be much more likely to happen if we master these storytelling techniques and figure out how to connect with our audiences that way.

Pete Mockaitis
Mike, you got me fired up. Preach it. I’m totally on board with that message. And I would love it if you could make it all the more real for us with a story. I think some folks might say, “Well, you know, hey, the data is the data. Those are the numbers. They show the numbers. We have a meeting about the numbers, and then we do what we do.”

Can you tell me what really happens when we tell a disappointing to mediocre data story versus an outstanding data story? What really is possible when we do that makeover, that transformation?

Mike Cisneros
When we classify something as a mediocre data story, a lot of times what we are saying is we assume that the data is going to tell the story for us. And this is natural because, when you are an analyst and you are working with this data all the time, it makes perfect sense to you. And the more you work with it, the more you feel like it’s super obvious.

And you imagine that you’re going to show it to somebody else, you go, “Here, see?” And they’re going to just be wowed by exactly the same things you were wowed by. But they’ve never seen this before. And they honestly don’t care about it nearly as much as you do. They have lots of other things they care about.

This is just the way that organizations work, is that if you don’t have the authority to do something, you’re probably moving up the organization to get the authority or pass it on to somebody who has the authority to do something and they don’t have the time. So, you have to make it matter to them in this way.

And this is something I wish I had known when I was a younger data analyst, by the way, because most of us don’t get into this field because we love talking to people. Most of us get into this field because we like the cold comfort of numbers and of objective analysis. But it is that figuring out how to communicate effectively with people that’s going to make the difference.

So, I had an example that… it was for an organization where they were doing investments in a country. They were doing development loans and that sort of thing. And they had ran some models on, “Here’s how much we think the imports are going to be. Here’s how much we think the exports are going to be over the course of the next few years.” And by few, I mean like 15 years. And then something unexpected happened. There was regime change in the country.

So, they had to redo all of their models. They redid all of their models and then they re-delivered their projections on a single slide. And it looked like they had gone into their statistics tool and had just regenerated the charts, and there were dozens of lines, and they were all overlapping one another. And the names of the models…

Pete Mockaitis
Oh, like the before versus after, all the stuff?

Mike Cisneros
It very much was like a before versus after, but to our eyes, this is the before. This is, “You’ve done so much work. You’ve figured out what it is that we need to do.” We figured out that even with the regime change. We figured out there are ways that we can see, “Oh, here’s how they can drive up exports. Here’s how they can drive up imports. Here’s how we could invest.” But it wasn’t clear in the way that they were showing it.

So, instead of just putting the data out there and saying, “Here’s what we think is going to happen,” you have to say, “Okay, let’s walk you through step by step. Here’s what we thought was going to happen.” And you show sort of one thing at a time and walk people through it, “Here’s the range of what we think could happen. Now here’s one specific thing. Like, if this happens, our model believes X. And so, we have the opportunity to invest in this because this will make something else improve.”

People can take in complex stories, nuanced stories, but, honestly, not all at once. We are good at learning things step by step, building on what we’ve learned. And this is one of the reasons why I’ve never been a fan of the phrase, “Explain it like I’m five,” because I’m not five. I have the ability to understand a lot more things than a five-year-old can.

I’m not stupid. I’m just uninformed. I can understand a lot if you just let me know how to do this piece by piece. So, one of the things that we encourage people to do, in this kind of transformation, is make sure that those key points, if there are a lot of points you want to make, don’t do it all at once, because it’s overwhelming to people.

Graphs aren’t poetry. You don’t have to say the most with the least amount of words or the least amount of pixels or, you know, ink on the screen.

Imagine the meetings that you have been in, where somebody comes in and they’re very proud of what they’ve done, and they put a slide up on the screen. And the same slide stays on the screen for five minutes, 10 minutes, and they’re talking you through it, but none of it changes.

And when it first came up on the screen, it was so overwhelming, you thought, “I don’t know what to make of this. I don’t even know what I’m looking at.” And you tune out right away. And then you’re forced to stare at the same thing for the next 10 minutes, and it is death. But if you, instead, were the person who was going to present the same information, you can reveal it piece by piece.

Give somebody an idea of what the context was. Give somebody a baseline. Add things to it step by step by step. And so, by the end, you can have that same complicated view, but people understand it because you built it for them piece by piece.

Pete Mockaitis
Very good. This brings me back to my Bain days. We used to say, “One slide, one point,” was a mantra that was mostly followed with some exceptions. Is that something that you agree with?

Mike Cisneros
I think, in principle, yes. It’s also kind of one graph, one slide, if possible, especially if you are presenting live. Now we all live in a world of constraints, where sometimes you have to listen to what you’re being told and they say, “This is going to be part of a bigger presentation. You’re only going to get two slides. So, figure out what to put on it.”

And most folks just jam as much information as they can all at once, lots of words, six-point font because they have to get all the details in, all the caveats. And I got to tell you, the older I get, the higher my minimum point size is for acceptable fonts. I used to design much, much, smaller type, and now I think, all right, 14 points if you’re going to present it up on a screen, 14 points or higher please, because I cannot read that, especially from the back of the room.

Generally speaking, yes, you want to minimize what you are asking people to look at in a live setting because you want them to listen to you. And guess what? People cannot read and listen at the same time. It uses the same part of your brain. It’s that verbal part of your brain, verbal processing, which is why I try not to put tables up in front of people when I’m in a workshop or when I’m in a meeting because everybody starts reading the table and doing math at you, and trying to fact-check you.

And you might be saying to them, literally, “Here’s what I want you to look at,” and they are not listening to you because they’re trying to figure out what to look at. So, yes, making sure that if you’re presenting live, making sure that you are the thing that is the presentation and the slides are just there to support you.

This isn’t the case if you’re going to send something around where you have to have a lot of words on the screen, but that’s where the difference comes in of making sure you have a story that you can write down in words and be present on the slide that you’re sending out to everybody or the takeaway, the memo, whatever it is that your organization does so that it is clear and there’s no room for misinterpretation as to what you want people to take away from this and what you want people to do with this.

Because if you don’t want people to do anything with what you’re sharing with them, honestly, why are you sharing it in the first place?

Pete Mockaitis
Yes, well said. Okay. Well, so now we talk about a story and data. For folks who aren’t even sort of fundamentally, principally, grasping, what is a data story? Can you maybe give us an example of what that might sound like in terms of, “Hey, we have a narrative, and then we have some data that fits in there”?

Mike Cisneros
Sure. I can give you an example of data versus a data story. Data is, we have some call center data. We keep track of when calls come in. We keep track of how many we get on any given day. And we can look through this on a daily basis, on an average, across days, on a days-of-the-week sort of basis.

And sometimes there are days where there are more calls, sometimes there are days where there’s less, sometimes there’s times when we see atypical numbers of calls. I can put a graph in front of somebody that shows a day where those numbers of calls were just unusual. There was a lot in some minutes, there was zero in other minutes, and it would just look confusing. But, “Oh, that’s probably bad data.”

Or, you could tell the data story of, “What we are normally expecting is to see this two peak, this bimodal distribution over the course of a day. We see peaks in the morning on the East Coast. We see a little peak around lunchtime on the West Coast. On this one particular day, we saw these weird drop-offs where it went to zero, and then it spiked all the way up to like three times as many calls. And then it dropped to zero and then it spiked up again. And this happened three times over the course of an hour.”

“Why did this happen? Well, we didn’t know at first because the people who worked in the call center didn’t report anything was unusual. We only found this by looking at call logs later on. And it turns out that an engineer, who we spoke to had the answer, said that there was call tracking software that had crashed and rebooted three different times during that hour.”

“So, what had happened was that each one of those calls wasn’t being tracked for a certain period of time. And when the software came back on, it said, ‘Every active call, it starts right now.’ And so, it went zero, zero, a bunch of calls. And then it went zero, zero, a bunch of calls. What this tells us is that we do need to address a problem that didn’t seem to be a problem in the data because this system failed.”

“And even though it failed gracefully this time, it doesn’t mean it won’t fail catastrophically the next time. So, what we need to do is investigate why this happened and what we can do to mitigate this problem in the future.”

Pete Mockaitis
You know, it’s funny, I mean, in a way, call center volumes might be among the most boring things around. And yet, when you put it in this format, it’s like a mystery, like, “Ooh, what happened? Let’s find out. Let’s see. Oh.” And then, catastrophic, I mean, it could be, in terms of, “Who knows what that software is attached to and what that’s going to mean for people?”

So, I really appreciate that example in terms of night and day, with the first one being, “Hey, here’s some funky call numbers. How about that?” As opposed to the taking us through the step-by-step sequence narrative of, “Oh, we’ve got a mystery. Oh, and here’s what’s going on. And here’s the implication of that.”

Mike Cisneros
And moreover, “Who are you talking to? Who are you telling this story to?” If you’re telling the story to the person who’s in charge of customer service, then they’re going to care that there’s a chance that they’re going to have an outage for hours and hours, where their customers aren’t going to be able to get involved or able to get service at all. So, they’re going to want to do something about it.

So, you deliver this information in a way that’s going to mean something to them and motivate them to take action. Whereas, instead, if you just looked at the data and didn’t bother to talk to anybody else about it, you might say, “Well, this data is clearly wrong. I mean, I was in the call center.”

Pete Mockaitis
Yeah, just ignore it and move on.

Mike Cisneros
“Yeah, everything is fine. It was just a fluke. Like, just leave it out of the report. Just leave that day out of the weekly report. We’ll average the other days and it’ll be fine.”

Pete Mockaitis

That’s good. Thank you. Well, Mike, could you share with us the most common and destructive mistakes you see, and give us the better way?

Mike Cisneros
So, the common mistake I see is when people come to us and they learn how to improve their communications, how to clean up their graphs, use color differently, think about their audience, all of the things that we teach them to do. The most common mistake is folks try and change everything all at once, and try and do everything in every communication that they ever build. And that is counterproductive because you do not have time to do this.

All of the things that are going to improve communication, they do take time. Now, the more you do them, the more you get practiced at them, the less time they do take, but cleaning up a graph takes a little bit of time. So, if you’re just firing up something to send out to your colleagues really quickly, don’t bother making it look as pretty as you possibly can. But if you’re going to be presenting something to the C-suite, then, yes, absolutely.

Hopefully, you’ve practiced and done this a few times before so that when it comes time for that big high-stakes communication, you’re ready to do it. But you can’t spend all of your time doing this. I would just ask that people spend a little bit more time than they tend to doing these things, thinking about what your audience is going to see versus what you are used to seeing because people do this.

They spend almost all their time exploring their data, and then it comes time to share it with somebody else and they’ve run out of time because, like you said, it’s a mystery. We’re trying to figure out what happened. We are curious people. That’s natural. But you have to remember that that final thing that you share with somebody else is the only part of your work that anybody ever sees. So, it has to represent it as well and as persuasively as it possibly can. So, take a little bit of time to make it better, but you don’t always have to do everything every time.

And the consequential mistake, the most damaging thing that folks can do is, in their enthusiasm to change the way their organization communicates is to take away the things that other people are used to seeing because that is the best way to get things to not be adopted, “Hey, what happened to the weekly report I used to see? Why does it look different? I don’t like this because it’s different.”

It might be objectively better, but it is not familiar, and there’s a much higher hurdle to overcome that unfamiliarity than we think there is. So, when you’re trying to change, this is a change management thing, of course, is you want to make sure that you are trying out new techniques, maybe on lower-stakes things, with people who are already on board with the idea of doing something new, on projects that are one-offs rather than things that everybody in the organization is used to seeing.

Or, maybe just augment what you’re used to doing with new things rather than replacing what people have come to rely on. And I’ll be honest, most of the things that people have come to rely on, we don’t need. They’re just safety blankets. Do you need all of these tables of data in your weekly reports, in your monthly reports? Do people look at them?

No, they don’t. They just want to know that they can if it comes time to be questioned on them. So, that’s what I would say is make sure that you are being conscious of other people’s need to have what they are familiar with and adding new things rather than taking away what everybody is used to.

Pete Mockaitis
Well, now this, this reminds me again, I’m thinking about Bain times with the appendix. It’s like all the stuff is in the appendix. So, is that an appropriate tactical approach you like? Or, are there others in terms of, “I am giving you the familiar thing you’ve come to expect and I’m also doing it better”?

Mike Cisneros
I like an appendix. I like, “I can send you this data separately.” I like a, “We can talk about these details offline.” I’m also a huge proponent of having your actual presentation be shorter with a few backup slides ready to go, because I hate pre-answering everybody’s possible question. If you imagine you’re in a room with 20 people and somebody has a question, well, now you know that 5% of the people in the room have that question.

So, okay, fine. You can answer that question. If you have pre-answered it, 95% of the people didn’t care and they’re sitting through something they’re not interested in. But when somebody asks a question and you say, “Oh, we looked at that. I actually do have a slide I can address that with,” and you bring it up, it looks like a magic trick. And people assume that any question that gets asked, like you’re going to be Johnny-on-the-spot, ready to show them another slide.

And if you can’t, you just say, “We did look at that. I don’t have the slide with me, but I can talk with you about that after the fact.” And what happens is you get shorter, focused presentations, everybody’s happier, everybody thinks you’re a genius. And, honestly, it’s no different than what you would normally do. It’s, just, people aren’t bored. They’re excited, especially because the presentation is shorter and everybody likes that.

Pete Mockaitis
Yeah, you’re right. I like that a lot. It’s win-win. So, it’s shorter meetings if no one asks. And if they do ask you look even more awesome than if you just anticipated it in advance.

Mike Cisneros
Absolutely.

Pete Mockaitis
Okay. Well, I guess, I’d also love to get your take on where, so there’s your book, of course, but what are some top resources that you might recommend for where can we behold? Because, I think, many of us maybe have never seen a masterful data story ever presented in their life, unfortunately.

So, where might you point people to, where I can look at examples of, “Oh, okay, that’s an amazing data story. I think I get the memo and what Mike is talking about versus the stuff I’m seeing at work every day”?

Mike Cisneros
One of the places that I learned to hone my own skills in data visualization was, believe it or not, the software product Tableau has a public-facing aspect to it, where people can do data analysis on their own data. And for a while, and I think still to this very day, people create their own data stories using this ostensibly dashboarding tool, this BI tool.

But you can wrestle it into being able to tell, essentially, any kind of story you want to do if you put in the time and the effort and the creativity to do it. So that’s where I learned more about how to investigate things, how to present them to an audience in a way that is more narrative, more story-like, and that is Tableau Public is what it has always been called.

But as far as a professional organization, more in the data journalism space, the website called The Pudding is really good at this. And their URL is Pudding.cool. And they do an excellent job of investigating more not just pop culture but socially relevant stories that are data related.

And they have great narratives that they can deliver in this scrolling web format or interactive web format so you can see not just the story that they have curated for you but, oftentimes, you’re able to investigate and play with the data and see how does this relate to you specifically, and I’ve always been a fan of their work.

Pete Mockaitis
That’s cool. One of my favorite resources in terms of, I just found myself randomly looking at slide deck after slide deck, which doesn’t happen that often in terms of, “These are riveting and I want more,” it was the venture capital firm Andreessen Horowitz, and we’ll link all these in the show notes, their slide share.

They had all these decks in which they were, well, now they’re so old, I’m pulling it up right now. But the principles still apply in terms of we’ve got a headline, we’ve got a clear data, a picture that connects to that headline, and then we go, “Oh, okay.” And then one connects to the next, connects to the next. And I thought that was excellent. Do you know of any others in the business-y realm?

Mike Cisneros
The unfortunate answer is I don’t because I don’t think the organizations that do that, or that are focusing on that are putting a lot of them out. Like, you said, like you’re looking at maybe they’re like pitch decks for instance. And that’s just not my world. Like, I’m not really looking at that for pleasure anymore. So, my answer is I don’t. I don’t have a resource for you there.

Pete Mockaitis

Okie-dokie. Well, can you tell us any top things we should do or not do as we venture into this world of improving our data storytelling?

Mike Cisneros
One of the most important things you can do as a storyteller in all facets of storytelling is to practice. Every time you’re going to give a presentation and you’ve got your materials, maybe you’ve got them updated and cleaned up and optimized the way that you want to optimize them, don’t assume that, on the day you are going to know what you are going to say in front of an audience just because you have put the slides together for them.

You never want the first time you say the words you’re presenting to people to be in front of those people. So, taking that time to practice. And I believe that people are more comfortable practicing out loud than they used to be because we do a lot more talking to our computers and our webcams than we used to, you know, five, 10 years ago. But it still requires you to practice if you want to get comfortable at what you’re doing.

And this, I’m speaking to my fellow introverts out there. This is what makes you more comfortable is practicing. I don’t believe that being introverted means that you are shy and that you don’t want to speak in front of people. I believe it means you like to be in control of the situation. And what better way to be in control and confident in the situation than to practice it so that you have been there before.

So, practice what you’re going to say, think about it, think about it even without your slides because what if, “Uh-oh, the projector doesn’t work today,” and you have to give your presentation anyway. If you have practiced without your slides, you will be able to do that. And, by the way, that’s always a good idea, practicing without your slides. It forces you to remember what it is that’s going to come next.

It lets you free up part of your mind to actually look at your audience while you’re talking and get a sense of, “Are they tracking with you? Do they seem like they need you to speed up? Do they seem like they need you to slow down?” This is an excellent way to improve your data storytelling.

Pete Mockaitis
Okay. And I got to ask, what about AI?

Mike Cisneros
“What about AI?” It’s the question on everybody’s mind all of the time. I think we get caught up a lot on algorithms and on LLMs. You never want to forget that the point of what we’re doing is making people’s lives better. So, algorithms, LLMs, AI, that all is going to help us think through what needs to be said. But ultimately, what’s going to happen is a human being is going to have to convince another human being to do something.

I don’t think the best LLM in the world can make a peanut butter and jelly sandwich. Like, somebody still has to actually physically do the things that are going to take place in our physical world. And that’s what all of our decisions kind of boil down to is what’s going to happen in our world. And, nowadays, think about how we’re already starting to realize that there is a version of fingerprinting that you can do for, “Oh, this was written by an AI model.”

That’s the whole, “Oh, there’s a lot of em dashes in here. Did you write this?” Or, like the tone and the style is very much starting to be recognizable. You don’t want your work to be pointed out as, “Oh, that’s not yours. You just let the AI do that,” because you’re always going to be blamed or celebrated for whatever you show to people.

You’re not going to have the opportunity to say, “Oh, was I wrong? That was the tool. The tool did that.” You can still use the tools, but you also have to vet the tools, and then you have to bring in the other context that, let’s be honest, none of our tools are ever going to have all of the context we need to put together the most effective communication for another person that we need to. So, they’re good adjuncts, but they’re not replacements for what we need to do in order to communicate.

Pete Mockaitis
And to that point of them being good adjuncts, are there any best and worst practices you’ve seen with regard to their use when it comes to slides and presentations?

Mike Cisneros
I think they’re good now for helping you to think through different ways of saying what you want to say, or, “I have something I want to say, I need to say it more succinctly. Maybe show me different ways of visualizing this data set. Show this to me as a bar or a line or a dot plot or different ways.” And maybe that will help you to iterate more rapidly. And that’s always good.

It’s always good to do that kind of iteration in the early stages of your process. But at the end stages of your process, it honestly has to be you and your expertise and your confidence and your knowledge of your audience that makes those final decisions.

Pete Mockaitis

Okay, Mike, anything else you want to make sure to mention before we hear about some of your favorite things?

Mike Cisneros
One thing that I wanted to mention, following up with this, because it’s authenticity that I think people are going to value. I mean, they’re always valuing authenticity, but I think that’s going to become even more valuable in the future. And I was at a conference a few months ago where this topic came up, and the moderator was asking these people, it was literally on a panel about AI adoption, and they were asking them, “What makes you likely to trust a visualization or a report or a news story?”

And two out of the three people said, “If I’m familiar with the creator’s body of work, that’s what’s going to make me feel like I trust it.” And the other person said, “If I can see and verify the sources and methods used by the creator, that’s what makes me trust that work.” So, if people can tell that the work is not authentically 100% you, why are people going to trust the machine over you, the credible human?

So, that’s why, I think, we need to practice being compelling and meaningful and creating those engaging communications in that authentic manner to build up the credibility that is very hard to gain, but it is very easy to lose. And if you have that, then your voice and your reputation will end up being the most persuasive one in the room.

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

Mike Cisneros
So, I always liked this quote from Peter Shilton, who was a goalkeeper for the England National Team several years ago.

He said, “As a goalkeeper, you need to be good at organizing the people in front of you and motivating them. You need to be able to see what’s going on and react to the threats, just like a good manager in business.”

Pete Mockaitis

All right. And a favorite study or experimental or piece of research?

Mike Cisneros

There was a study from Michigan in 2008 that’s in the Psychological Science Journal, I believe, that says “If it’s hard to read, it’s hard to do.” So, always show things to people in a way that is easy for them to consume because, otherwise, they’ll think that whatever you’re asking them to do is going to be more difficult than it actually is.

Pete Mockaitis

And a favorite book?

Mike Cisneros
For business, my favorite book is Factfulness by Hans Rosling, which is about how things are actually not as terrible as folks would have you believe in the world. Fiction-wise, I really enjoyed Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin.

Pete Mockaitis

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

Mike Cisneros
My favorite tool, believe it or not, is my Bullet Journal. It is something that has helped me to stay organized, because we are always doing so many different things at once. It was the only way I could keep everything straight, and I still am a proponent of tactile physical ways of staying organized. I have a big whiteboard up on my wall in my home office. That is my calendar of ground truth, believe it or not, is my whiteboard on the wall.

Pete Mockaitis
Okay. And is there a key nugget you share that really connects and resonate with folks, you hear them quote it back to you often?

Mike Cisneros
“The goal isn’t to make your slides look better. It is to make them work better.”

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

Mike Cisneros
So, my co-authors and I, that’s Cole Nussbaumer Knaflic, who founded and wrote the original Storytelling with Data book, Alex Velez, we all work for the same company called Storytelling with Data, which is at StorytellingWithData.com. You can find Before and After, which is our new book, and all the other books there. If you want to find me, I am @mikevizneros. That’s Mike V-I-Z-N-E-R-O-S on all of the socials. Because in the data visualization world, using VIZ in your handle was the height of fashion in the mid-2000s.

Pete Mockaitis

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

Mike Cisneros

Well, aside from the obvious, which is that you should absolutely read Before and After, you had a guest on recently, Ruth Milligan, and it was a fabulous episode on speaking in public. So, my challenge to everybody is along those lines, which is to speak in public in a low-stakes way, in a professional way, whatever it is, especially if you are a self-proclaimed introvert, because this will get you more comfortable at communicating, which is going to be the key to unlocking more success and being more awesome in your job.

Pete Mockaitis
All right. Mike, thank you.

Mike Cisneros
Thank you. I appreciate it.