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255: Minimizing Avoidable Failures with Russell Klusas

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Russ Klusas says: "Look for people who've been there and done that, and do that well."

Tradecraft founder Russ Klusas discusses optimal decision-making amid life goals, recognizing avoidable failures, and learning from the successes and failures of Silicon Valley.

You’ll Learn:

  1. How to understand and use bounded rationality
  2. How to identify avoidable failures
  3. The good and the bad from Silicon Valley

About Russ 

Russell Klusas is the Founder of Tradecraft, a full time, in-person immersive training program for people who want to work in startups. He was also previously the CEO of Big Lobby, and the Entrepreneur-in-Residence of Founder Institute. He attended the University of Illinois.

Items Mentioned in this Show:

Russ Klusas Interview Transcript

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

Russell Klusas
Oh, Pete, glad to join you.

Pete Mockaitis
Well, this is going to be a whole lot of fun, I think, because we’ve had a lot of great conversations that probably should’ve been recorded over the years, and this time we’re doing one. And you’re in the minority, maybe only half a dozen guests are people I’ve known for years and prior to the episode. So, I want to put you on the spot and ask you to share with the world a favorite Russ & Pete memory.

Russell Klusas
Oh, what’s weird is that my strongest associative memory of you isn’t an actual event; it’s a hand gesture.

Pete Mockaitis
Oh, boy. Okay.

Russell Klusas
And it’s yours, and it’s like this very particular like half Bill Clinton pointing fast, just really excited, like jazz hands thing that you do when something is really being optimized. Like every time I say your name or think of your name I always just imagine you like pointing out as you’ve made some really cool point and your hand kind of wiggles on its way down. It gets me excited.

Let’s see. If I had to actually talk about a favorite event, though, like looking back when that’s actually like relatively significant, if I go back and think about it, is when you and I we were in college, we spent one, I think, kind of like winter break working on some silly little idea called Connect Text.

Pete Mockaitis
Yeah.

Russell Klusas
Which we had decided that if we could text message blast everyone on campus on where they should go and where would be cool, and what bar was full, and what place was offering a new deal and whatnot that that would be great. And beyond being an idea that was a little bit ahead of its time, and it’s now then executed through things like Twitter and Instagram and Groupon and all these other things alike, if I look back on the group of people that worked on it there was me, and there was you, and there was Bo, and there was this guy named Sergei, and like pretty much everyone who worked on that has now gone on to do some pretty interesting and significant things in the tech world.

Like Sergei runs a vast majority of the product at Zillow; Bo started a company called FutureAdvisor that sold for a ton of money to, I think, BlackStone; I think Luke was kind of weighing in on some of that stuff who did MyMiniLife and Farmville; and you’re doing this stuff with this podcast and the coaching, and hearing about your more and more; then I’m kind of like pulling up the rear here by keeping myself busy here in the Valley.

Oddly, there’s pretty much nobody from that group who hasn’t gone on and done something relatively significant. I think that’s pretty cool.

Pete Mockaitis
That is cool. University of Illinois in action, that’s good. And as I’m thinking about the gesture, you say, my buddy Dave articulates it by saying, “Okay, I have some things up here, and I’m going to bring them over here.”

Russell Klusas
Yes. Yes. That is the thing. And, like, I can’t hear not only your name but I can’t hear any variation of the word optimal without thinking of that gesture first. I think if an associative memory is a high-valence events that tends to recall a very particular set of feelings for you then that word instantly recalls my memory and vision of you, and, I don’t know, I always found that interesting.

Pete Mockaitis
Well, I’m flattered. Thank you. I’m encouraged to hear that. And I just think of, when I think of you, I think of not that this is to be like a 40-minute lovefest, but I just think of how you are just sort of seem to very quickly seem to get to know lots of impressive people really fast. And so, just like the folks that you get to have meetings with and are in the room with you it’s just sorts of astounding to me at times. So, impressive sort of the gift and the skillset you have associated with networking and relationship building is pretty awesome and hopefully we’ll learn a couple of those tidbits here today.

Russell Klusas
Well, it sounds good to me.

Pete Mockaitis
Well, just to orient folks a little bit, could you maybe tell us the shorter two- three-minute version of your career story from where you started to what you’re up to right now?

Russell Klusas
Yeah, I would say like probably the most interesting part about my story is how early it started. I think I started my first real legit business, one that I probably should’ve filed taxes for and produced real revenue on when I was eight, that was a little snow shoveling business that I had started that ended up being kind of fun activity that I still talk about to this day with my parents and whatnot every time I see them.

But, basically, from the time that I was eight on, I have always kind of seen starting businesses as a really good excuse to go out and learn new things and to gotten to solve various problems I’ve seen in the world. So, that has saw like all these really eclectic path where, in high school, I ran a company that did PR for local small businesses, and I got to do really creative and fun things where I would be on a retainer for a local antique shop.

And in order to drive business for them I would end up throwing some party for high schoolers outside in their parking lot. And everyone would ask me, “Why are you doing that?” I’d say, “Well, because I’m going to make sure that the party runs over,” and all of these people need to be picked up by their parents. So, their parents wind up spending 20 minutes inside browsing while they’re waiting for their child to be done at this event.

So, in college, after I had sold the little PR company, I committed to the idea that I was going to have a normal college life. That lasted six days until my then girlfriend, and now wife, moved into her school, and I decided that the loft, the thing that actually raise the bed in her dorm room so that she can put her desk underneath it, just wasn’t up to my standards, and it was too expensive and not fit for the room and all this other stuff. So, then I started a furniture company that ended up blowing up on me one summer. I went away on vacation for a few minutes and came back and all of a sudden there was $100,000 in orders that I had to figure out how to solve. That was my first exposure to kind of explosive growth.

And really, since then, I’ve spent a vast majority of my career kind of floating back and forth between a kind of like a finance-heavy version of business where I invested in a lot of real estate and did some mergers and acquisitions on buying some small companies, and then kind of staying true to my roots which was more of a technology base and doing web design and marketing and software development for a variety of clients.

Until eventually I found myself out here in Silicon Valley where I now run a place called Tradecraft. And what we do at Tradecraft is we kind of help people figure out what’s next. One of the things that Silicon Valley is really good at is helping young founders and startups kind of succeed at the kind of company level. But there’s not a lot of focus on individual people and making sure that they don’t fail for avoidable reasons. Not the risk stuff, not the taking a chance but just like kind of the simple day-to-day things that make sure that they’re kind of achieving their highest and best use in the world.

So, we take people who are transitioning into technology. We take people who are trying to shift from another career or they’re trying to step up a level and kind of get a job that they, otherwise, wouldn’t qualified for and we kind of provide some mentorship and guidance and education, whatever it takes to kind of help them succeed.

Pete Mockaitis
That’s right. That’s right. And so, perfect, thank you for laying that out. That’s very helpful. So, now, I want to dig in a little bit. When it comes to working with folks on the full career perspective and helping them succeed, and cutting the avoidable failure, we’ve talked a number of times about sort of thinking tools and common mistakes that folks make when they’re putting the game plan together for their career.

And I love it, like you told me a great example of how someone said, “I want to work in Airbnb,” and then you say, “Well, why do you want to work for Airbnb?” And you sort of discovered that that’s not really the optimal path – there we go, optimal.

Russell Klusas
And the hand gesture starts.

Pete Mockaitis
Yes, there it is – for them. So, can you share with me a little bit sort of how do you think about and guide folks as they’re sort of thinking through their next career move?

Russell Klusas
Yeah, when you actually kind of break it down and step back and look at the reasons that people both succeed and fail in their careers and, really, more holistically in their life in general, it can usually be traced back to this thing called bounded rationality. And not to get too geeky but a little Econ 101, like economics says that humans are these perfectly rational creatures and that we are constantly understanding what all of our options are and all our alternatives on how we can spend our time, and we have clear goals in mind, we understand our alternatives, we’ve collected all the information we can, we’re constantly selecting our own highest and best use in the market.

But, practically speaking, rationally, emotionally speaking, that’s not actually true. This guy named Herbert Simon, in the ‘50s, realized that humans are not optimizing creatures. We are boundedly rational which, to put it simply, means that when we’re making these big important life decisions we often find ourselves in situations where we don’t have enough information. We don’t actually have the key information that we need to make that decision.

If we did have that information, we don’t have what he called intelligence, but what I call insight, into why that information matters and how it will kind of play out in our lives. So, even if I gave you access to everything that you could possibly need when it comes to the actual raw data, because you haven’t developed an expertise around these subjects and around this thing that you’re about to do, you don’t understand how it all fits together, the greater system of it.

And, unfortunately, the last bit of it is that we are often in situations where we don’t have enough time to offset the first two, we don’t have enough time to go get that information or to really understand what that means. So, when you understand that bounded rationality is the reason why we tend to kind of miss stuff, then it makes it a lot easier to understand what it is that you have to provide somebody with in order to help them overcome that, right?

So, in some cases it’s just understanding what a career path looks like. And, for you, when you’re trying to break into a new industry, whether it’s tech or finance or anything else, it’s this unknown unknown, as Rumsfeld so famously told us. And it’s not even reasonable if you think about it to expect you to understand not only all of the options that you have but all the paths you can take, but what kind of opportunities and landmines you need to look out for along the way. You’ve never been there. You’ve never done that. It’s not that you are going to Google and being too lazy to do your research. It’s just you’re going to Google and you’re not even sure what to type in. You don’t know what the right questions are.

Pete Mockaitis
Yes, you don’t know what you don’t know.

Russell Klusas
Yeah, it’s like if you were to take someone who is going into college in the next few months, or he’s going to start college the next fall, like having been through college, having been there and done that, you would have all these great advice to provide somebody with. But going in that first time like you wouldn’t even know what the questions are.

You haven’t been faced with the problems yet, so a lot of times you end up making, what hurt in retrospect, pretty obvious mistakes, things that aren’t really all that unique, mistakes that people have been making for millennia in some cases, and you end up having to reinvent the wheel and kind of recreate all of these possible ways out for things that could be avoided if you just had access to the right people with the right information at the right time.

Pete Mockaitis
Okay. Go ahead.

Russell Klusas
So, when it comes to getting people over that, a lot of it is just a matter of recognizing where people are, in fact, boundedly rational and trying to act as that mentor, as that friend who can kind of help them through those times.

Pete Mockaitis
Okay. Well, so then, in practice, if someone is looking to make a career shift, or enter into any new sort of great unknown unknown, what would you recommend folks do in terms of gathering a bit of that context expertise sort of base-level backgrounder to reduce the odds they’re going to do something really dumb?

Russell Klusas
Well, historically speaking, when you look back all the way as far as you can go up till now, there’s only really been one form of solution that has worked consistently, and that’s something equating to mentorship or apprenticeship, right? Even if you go back to medieval days right up to now, like usually the best way that you can overcome the challenges you’re about to face in college is to have an older brother or to have a friend who’s already been there and done that and can guide you along the way and kind of help tell you, not what to do but like help you understand what decisions you have to make and what your options are.

So, what I would say is seek out mentorship, and sometimes that’s literally going and seeking somebody out and trying to find a way to be valuable to them so that they will be willing to spend a few minutes with you, hopefully share some of that wisdom. But in the cases where that’s not available, like seek out mentorship online in the form of all of the knowledge that exist there, the books, the podcasts, these types of things. Go find people who have been there and done that, and kind of look at what they did and work your way backwards.

A lot of times when people come to us at Tradecraft and they’re trying to figure out what their first job should be outside of Tradecraft, they go to Tradecraft, they get some kind of immersive learning experience, and they go get that first job, we often don’t tell them to start with figuring out what that next job is. We tell them to go try figure out what they want their job to be five years from now. We call it our TN plus two, or plus three. Not one-time period out but a few times periods out.

We say, “Go find that. Then go find a few people who have that job then look for a pattern between the people who that job that you want to have someday and what they did prior in their experience.” If they were visual designers straight out of college, go be a visual designer. If they were just hustlers at brand new companies, like go be a hustler. Look for people who’ve been there and done that, and do that well.

Pete Mockaitis
That’s great. And I think at the same time, while you’re having those conversations with them, make sure that’s what you actually want to do, like burst any bubbles that you might have in terms of poor assumptions and getting a realistic job interview.

Russell Klusas
Oh, yeah. I mean, far and away, the biggest ramification of bounded rationality is people avoiding it altogether. They avoid the big decisions. For some reason, the last 10 or 15 years it’s been like something approaching cool to like not have goals and to not spell them out because you’re supposed to just get on the rocket ship, as they say, or go where the world takes you, just pursue things. And that’s just ridiculous. When you talk to successful people one of the things they almost always have in common is they always have goals. They always have something that’s far and off out that’ll be kind of the north star of them in their day-to-day activities.

And when people think that if you pick a goal today then that means that has to remain your goal your entire career, and that’s not true. There’s nothing wrong with changing your goal as you get new information. But to not have a goal means that you can’t really evaluate whether or not you’re doing well. And for some people they find salvation in that, right? “If I don’t have a set of goals to compare myself to, to compare my performance to, then I’m definitely not doing bad because I just never ask that question.” Right?

But they almost always end up regretting it. They almost always end up looking back on it and having woken up one day, and going like, “Holy crap, I’m in my early or mid-30s and I don’t really like where I am. I’m not doing anything I care about. I’m not setup to have that senior-level position in the firm, or to have the influence or the impact that I want to have,” and it’s because they weren’t being mindful of their most valuable asset early in their career, which is time. On and on, the only thing that matters in the early stages of your career is time.

Pete Mockaitis
Now, when you say the only thing that matters is time. Do you mean in terms of how you’re spending it? And is that a wise use of the time?

Russell Klusas
Yes. Without a doubt, if I had to tell somebody like, “The asset in your life that you need to optimize for, especially early in your career, it is time.” Right? The thing that I would tell you to go seeking out in your early days is knowledge, right? In your early 20s when you have a low standard of living, a low burn rate and few responsibilities, that is the best time to make sacrifices and to dedicate yourself to learning and becoming an expert in your craft, going for mastery, if you will.

But the thing you need to be most careful of is time because that’s where this avoidable failure stuff really starts to kick in, not just in the small failures; the day-to-day stuff. But it’s a common thing you see out here in the Valley, it’s like people who go to law school, and they go to a great law school, they go to Harvard Law School and then they graduate and become a first-year associate in a top-tier firm in Manhattan, and then six months later they end up on my doorstep, and you go, “Whoa, wait a minute. What happened?”

There’s nothing wrong with deciding you want a different path in your life, but my question to them is always like, “Is there something that fundamentally changed about the field of law while you were in law school? Is there something about being a first-year associate that is different?” And they always go, “No, that’s how it’s fairly it’s always been.” And I said, “Well, if you had known that, if you had been forced to intern or something like that at a law firm for over three months, for the summer before you went to law school, would you have gone?” And they always go, “Oh, absolutely not.”

And it’s not that going to law school is bad. You and I, both, we have a bunch of friends who are lawyers and they love it and they really enjoy it. But, like, real avoidable failure isn’t often the stuff that you notice; it’s the stuff that you don’t even think that is failure. It’s going to law school and dedicating three years of your life there only to figure out that that’s not what you want to do, that’s not the vocation, the life’s work you want to have, and having lost that time, because time is valuable.

Pete Mockaitis
So, we talked about these avoidable failures, of these whoopsie-daisy kind of moments, like, “Oh, man, I wish I hadn’t done that.” Let’s talk about some of your pro tips to get a little bit of a preview or a test in advance. You talked about getting a peek from mentors and apprenticeship master type folks, you talked about doing an internship, and you talked about availing yourself to the books and podcasts that they give you a glance inside? What are some of your other favorite tactics for getting a feel for things in advance of doing the thing?

Russell Klusas
Well, I’ll tell you one that is one of my favorites but is almost the antithesis of the ethos here in the Valley, at least when you first start to see it, and that is I tend to focus more on avoiding failure than I do on having some world-changing success. And it’s not because I’m not an optimist, and it’s not because I’m not ambitious. I like to think that I, and the people that I work with, are both of those things.

Like anyone who tells you that they can give you the five steps to success, how to turn yourself into the next Mark Zuckerberg, anyone who’s promising you that you’re going to be the next X Factor, they’re lying because either they don’t know how complicated this stuff is, and you shouldn’t be listening to them, or they do know and they’re just trying to sell you something.

Like it is impossible to predict with any level of certainly what is going to make somebody fantastically successful. There’s just too many variables that have to line up, too many things you don’t have control over. And because of that, like I tend to focus more on, “Let’s just make sure that I don’t screw up all the time. I don’t waste my time and energy and money on things that can be avoided.”

Because I think it was like Charlie Munger, Warren Buffett’s investing partner who said, “If I can avoid death long enough,” and it’s like Charlie Munger, Warren Buffett, these days are kind of the most famous examples of people where they’re like they don’t really try and knock it out of the park that often. What they try and do is make sure that they’re not doing anything that’s going to cost them in a really, really big way.

So, I would say like, very practically speaking here, mental models and cognitive biases, there are lists of them, there are blogposts, a hundred different ways to find these things, but cognitive biases are those things that your emotional brain, mostly, uses to help you make quick decisions. But a lot of times your cognitive biases will betray you, right? You’ll have the recency effect, you’ll have the anchoring effect, there’s always kind of different things.

And the more you learn about them, it’s kind of like learning about your own weaknesses. And the more you learn about them, it makes sure they’re like every time I’m making a big decision I always run through the list of cognitive biases and kind of ask myself, “Am I susceptible to this one right now? Have I considered this from the other angle?”

Same thing with mental models which are usually just kind of a way of offsetting these cognitive biases and knowledge blockers. Like, play devil’s advocate for yourself. Always look at it the other way when you can. And like they said, one really great example, as I said, “If you want to figure out how to really, really help something, a classic mental model is to, instead, think about what would really, really hurt something,” right?

Pete Mockaitis
Right.

Russell Klusas
If you say, “I want to have the biggest impact in India that I can have over the next 10 years to raise the poverty level. I want to bring people out of poverty.” Like, the best way to find out what you can do to help is to start with going like, “What’s the worst thing that could possibly happen?” And that’s when you start at identifying things like infrastructure, right? Where it’s like, “The internet would be great, but we need clean water first. We can’t worry about whether or not they’ve got one laptop per child until they have a way of charging that laptop.” And those things are often forgotten.

Pete Mockaitis
Okay. Thank you. So, I’d love to hear, when it comes to the mental models and the cognitive biases, you said there’s these books and there’s blogposts. Do you have a couple of favorites or go-tos that have helped you expand your thinking and arrive at your checklist?

Russell Klusas
Sure. What I would say is on the book front, there’s a book called Seeking Wisdom from Darwin to Munger by a guy named Peter Bevelin who’s a professor and who was an early investor in Berkshire and he’s just kind of written down a lot of the things that they learned over time, and it’s a great book. It’s one of my favorites.

I technically work in complex systems. I’m a system thinker as from a field’s perspective, and people always talk to me about like The Fifth Element and it’s kind of more pop culture type books, but I would take the Seeking Wisdom on any day of the week.

Pete Mockaitis
We had Matt Bodnar also mentioned that back in Episode 127, so two votes of confidence.

Russell Klusas
Yeah, for some reason I just find that like any time I bring up that book, and somebody has read it, I am almost instantly like kind of on the same wavelength as that person. It just works out great. The other one I would probably surface is the cognitive bias codex which you can find on Medium. It started off as like somebody just running through ever cognitive bias they can and trying to explain it, and then it turned into pretty elegant little poster. It’s gotten more and more kind of popular over the days, but like that’s a good place to start from a cognitive bias standpoint.

Pete Mockaitis
Oh, beautiful. Thank you. Okay. Well, so then, I’d also like to get your take then in terms of that’s a great career tip in looking at the T plus two, T plus three, getting a real clear sense for, “What are we talking about here? In what ways might this totally go south or be disappointing?” Now, I’d love to get your take on, I’ve mentioned at the beginning, you’ve got quite a knack for networking, meeting people, building relationships. How do you do it? It seems like, I don’t want to mean this in a pejorative sense, but you mentioned a lot of names that’s very impressive. And like, “Dang, son, how did you end up in a room with Tony Robbins or whomever?” Like, what’s your philosophy and your best practices in this game?

Russell Klusas
Yeah, I would say that it’s actually kind of ironic that you would say that because nowadays, out here in Silicon Valley, as opposed to U of I, I think I’m actually one of the less impressive networker there is. There are some people here who are just truly amazing at it and they are actual extroverts as opposed to myself who’s an introvert kind of masquerading as an extrovert when I need to.

There are some people out there that I think are amazing at it that I would encourage them to continue to get. But I do think I have a couple, which is, the first one, like if you’re not an extrovert, if you’re not someone who naturally feels really comfortable like going out and striking up conversations with new people that you don’t know, get to know some people who are, befriend some people who are because I would tell you that a vast majority of what you’re saying are like impressive names that I’ve gotten to be in the room with, they’re not people that I reached out to cold.

They’re not people that I begged and borrowed and stole to kind of get in the room with them. They’re people where my friends knew them and decided that I should end up in a room with them at some point. It’s through a lot of introductions, so it’s just like understand in your industry who the kind of super connectors are, and try to defend those people, and tell them that.

If there’s one of the things that kind of openly tell people is like, “If there’s ever any one you think I should meet, up the ladder from me, down the ladder from me, regardless, like if there’s someone that you think I should meet, like just make an introduction, let me know. I will take the time.” Because I don’t do a lot of cold outreach, but I get a lot of great introductions. I meet some great people that way.

Pete Mockaitis
I see. And how does one go about identifying super connectors?

Russell Klusas
I think it’s kind of like with any, like for me, for example, my partner is just world class at this particular thing. He has traveled the world in his entire life from being a professional musician who’s on the road to living in a number of different countries with his wife who’s a diplomat. He’s a guy who’s had to kind of like drop into new communities and find his home over and over and over again, and he’s just really great at it.

And really early on in working with him and getting to know him, both as a friend and as kind of a business partner, I recognized that that was a weakness of mine in some cases and that he would be really great at helping me fill that. So, like you would generally know who they are once you meet them because they’re going to be the ones who immediately want to introduce you to somebody else, or the ones where you’re being introduced to them. It’s definitely one of these you-know-it-when-you-see-it kind of things.

Pete Mockaitis
Okay. Got you.

Russell Klusas
The other thing that I would say is probably as important if not more important than anything is always focus on creating more value than you capture. Like especially when you’re trying to kind of go upstream. The most important thing you can do if you really want to get in the room with somebody who’s important is be able to bring some value to their life.

It’s easy to think that just because they’re that really big and important, and you’re just getting started, that there’s nothing that you can do that’d be valuable to them, but that’s just not true. It’s just not. You have a certain hunger and a certain perspective on things that they just don’t have anymore. It’s just like always be thinking, “How can I find some way to provide value to these people?” And then offer that value up and just consistently commit yourself to creating more value than you try to capture. And, eventually, it will take hold and it will start to work.

And if you’re a kind of a good person, you’re willing to give back, you’ll continue to do that no matter what height you reach in your career, that’s how you just end up with a lot of really good friends, or a lot of people that you can kind of be on call when the time is needed.

Pete Mockaitis
I dig it, yes. Generosity is a theme that’s come up numerous times and I’m totally, totally on board there. I’d also want to get your take when it comes to in your realm of Silicon Valley, startups, fast pace, everything changing so fast, what are your pro tips when it comes to learning quickly and adapting smartly as stuff evolve and changes?

Russell Klusas
One thing I’d say is having that goal in mind. The most important step in learning quickly is make sure you’re learning the right stuff. There are a lot of things that you can spend a lot of time learning that are kind of irrelevant to you. A good example of that is like I will often be asked by small business owners that I still run into whether or not they should learn to use WordPress or some other kind of site creator.

And I often tell them, like, “You should just pay somebody to do that.” And the reason isn’t that they can’t figure it out, or that it wouldn’t be interesting to them, it’s that the tools that are used to put websites together radically change every four or five years. And if you make a decent website as a small business, you shouldn’t be creating an entirely new website more than every four or five years.

Which means you’re spending all of this time upfront to learn something that by the time you need it again it won’t be relevant anymore. People forget that knowledge, like all other assets, has a decay rate. So, just make sure you’re learning the stuff that’s going to be valuable to you. The other benefit of kind of keeping that end goal in mind is it kind of forces you to remember that chances are, with the way the world is going, your job role will not exist in 30 years whether it’s artificial intelligence, globalization, automation, like there’s all these different things that come into play.

But the truth is your role isn’t going to exist, but if your job role isn’t going to exist, your job goal probably will.

Pete Mockaitis
Tweet that, it rhymes.

Russell Klusas
One of the things you notice about your job goal is that you start thinking about the people that you’re serving. If you’re a designer, people aren’t going to be using Sketch five years from now or ten years from now most likely. It’s just not a probable thing. But are they going to be trying to design great user experiences that help get people the exact information they wanted, the exact time they want it with the lowest friction as possible? Of course, they are.

Like, in psychology, learn these things that are kind of has a certain level of permanence. And the thing about having this kind of longer-term goal in mind is it helps focus you to make sure that you’re spending your time on the things that are really valuable so you don’t get surprised and kind of caught off guard.

Pete Mockaitis
All right.

Russell Klusas
One of the things that I worry about when I talk to a lot of young people today, especially people who are doing very, very well, is this kind of like – I don’t mean to harsh – but there’s like a certain level of hubris that our generation has around our own skillsets, right? Like the compare and contrast is like a web developer, a full stack developer here in Silicon Valley, versus like a coal miner, right?

And they look at these coal miners, and they go, “Oh, man, like that skillset, it’s completely useless. Their job, that’s not needed anymore. How could those people let the world kind of pass them by like that?” And I look at them and go, like, “Man, you know that’s going to happen to us, too, right? We’re not only going to disrupt all these other people. Eventually we’re going to disrupt ourselves. We’re one good algorithm away from not meeting a friend in engineering anymore.”

It’s like you have to assume that the time of you being able to join one company for your entire career, or stay in one role for your entire career, and just move up to levels of seniority, almost those have gone. You need to be constantly looking forward and seeing what you can do to make sure that you are always on kind of the cutting edge of what it is that it takes to fulfill the goals of your organization.

Pete Mockaitis
Okay. Cool. And as we kind of move into the final phases, I want to get sort of your reflection. So, you’ve seen a lot of people and inserting them into a lot of roles at the cool companies, and the up and comers across Silicon Valley. And because it shows up in the news a lot that I think some people have like startup envy, like, “Oh, man, that’d be so cool. That’s be so sick to even work…” you know, fill in the blank, Airbnb, Facebook, Google, whatever.

So, I’d love to get your take on what are some things that the professional world at large can learn and model from Silicon Valley? And what are some things that Silicon Valley really needs to tone down and learn from the rest of the professional world?

Russell Klusas
Oh, yes, I’m very passionate about this topic.

Pete Mockaitis
All right.

Russell Klusas
What I’d say is I almost separate kind of old-school Silicon Valley to the one that you see today, and I’m sure that everybody says this about their particular time. But the inspiration that I think we can take from the old-school Silicon Valley is to think big. Be ambitious. Recognize that Moore’s Law and these things that we get to do with our time, they can fundamentally change the world. I mean, people forget there were no iPhones 11 years ago.

Pete Mockaitis
Right.

Russell Klusas
It’s only like 10 and a half years ago there was no iPhone at all. And from the first year of the iPhone there were no apps, there were no external apps, there’s no app market. Like imagine living your life without a smartphone, like the iPhone today, it’s crazy to think that. Like, in our parents’ lifetime the microwave was created.

These are transformative changes, and we have some huge problems that are facing the world right now, and to be even bigger ones that are likely to come with the kind of rapidly-changing market conditions we’re going to see with all this artificial intelligence stuff. Think big. Solve things that matter, right? Do work worth doing.

From today’s Silicon Valley, probably even more than the early days, the thing that we do really, really well here is we try to keep the cost of failure low. We look at things over longer-time horizons and more holistically than a lot of the rest of the world. Being from Chicago, not to mention friends that I have that are from East Asia and other kind of community-oriented societies, like failure hurt.

I failed a couple times when I was in Illinois. You feel like a failure and you feel like you’ve done something wrong. Whereas one of the things that Silicon Valley is really good at is recognizing that the 25-year old entrepreneur who raised half a million bucks from friends and family or angel investors or something like that, and spent a year and a half busting his butt trying to make something work, and fails miserably, like he may be a failed entrepreneur but he’s going to be the most qualified young employee you could possibly hire because they know what it’s like.

They say the best way to get promoted is to get your boss promoted. Like somebody who has tried and failed but had really worked for it, there’s very little that will prepare you to succeed in the world like being thrown in the deep end, and that’s something that the Valley is good at. We value it. The people whose startups failed here, they get recruiting calls all day long from the moment they accept it’s time to move on.

Now, on the flipside of that, I think we’re starting to see some of the pretty significant negative ramifications of what technology can do. And, on the one hand, there’s like the really surface level stuff. There’s things like, well, social media addiction, and the impact that that has on teenagers, and the impact that that has on relationships, the impact it has on the way we see the world.

Like, I am not someone who believes that teenagers posting things on Instagram, and then valuing themselves based on how many likes they get. I don’t believe that that’s going to be a good thing. And like so many other people are kind of starting to say, I think that social media addiction is going to become the sugar of this decade, and I think that Silicon Valley is definitely at fault for a lot of these things.

We do a lot of things that are right, and oftentimes just not out of any malicious intent but just out of ambitious excitement and kind of a little bit of naiveté, like we do what we can to make things grow as fast as we can, and increase engagement as much as we can, but those things, cognitive biases, that I just got done telling everyone, they should pay attention to so they don’t make mistakes.

Those things, cognitive biases, are used against people to get them to use products more and more and more and more. And I think Silicon Valley, nowadays, needs to start remembering that not everything is fail fast. There are some things that we should be thinking through the second and third order effects to make sure that we’re okay with where it is, right?

Like, Twitter is great. Without Twitter we probably don’t have Arab Spring. But without Twitter we also don’t have Donald Trump and fake news, right? Without Facebook and Instagram and some of these other things, we don’t have everyone being able to find – like if you go on the internet today you can find your tribe. You can find a group of people who are like you, and that’s amazing for that kid who felt like he was totally alone in his small town in the Midwest.

But we also have troll groups and there are things that make it worse. We need to start thinking through the ramifications of our actions, and sometimes we need to slow down a bit. And we need to make sure that we consider the real-world ramifications that some of this disruption will have because I don’t think that we’re always going to be happy with the results, and although I hope that everything that has already kind of been put out there already, I hope we’re going to figure out ways to kind of offset that and deal with it.

I spend a lot of time talking to people about automation and artificial intelligence, universal-based income, and, “What are we going to do when the world changes as things get even faster and faster here?” We got to be really careful about it from a systems perspective, like the number one job in 47 States is truck driver.

Most people are populated as truck drivers in 47 of our States, and Elon Musk could singlehandedly put all of those people out of business. And our economies are not setup to have 4% or 5% or 6% of the economy go unemployed all at once. And that’s what happens, because when semi-trucks become automated it’s not only all the truck drivers, it’s a lot of those mechanics, it’s all those little gas stations along the way, it’s all the little hotels and restaurants that are put all up and down I-80 running across the country. They’re going to have some big ramifications of these things and it’s kind of like our responsibility. If we’re going to break in, we’ve got to worry about how to fix it, too.

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

Russell Klusas
No, I would say listen to things like this, listen to podcasts and whatnot, but this should be the way that you get psyched up in the day. This is the way that you get motivated and you get excited and you get inspired. But, at some point, also turn these things off and just get to work. Just go do something. Go write something, go read something, go learn something that’s going to kind of move you forward at the end of every day.

Pete Mockaitis
Awesome. Okay. Well, now, could you share with us a favorite quote, something that inspires you?

Russell Klusas
Oh, you gave me this one ahead of time that I was kind of torn on it. So, I have two, I’m going to share them both with you. The first one is kind of speaking directly to what we were just talking about, which is, “It’s not a super power if it can’t be used for evil.”

Pete Mockaitis
Okay.

Russell Klusas
And I think that people really underappreciate that. Like those things that can result in fantastic growth and wonderful success, there’s often a flipside to that, that do some real harm, and you’ve got to be appreciative of that and understand it so that you can be looking for it. It’s the defense against the dark arts, if you will.

And the other one is that people often don’t realize this, but like I used to play hockey, and I watched a lot of people who are figure skaters, kind of at practice. And one thing that I always notice was that professional figure skaters, the people who are really experts, they fall down a lot more than the amateurs do, and it’s because amateurs tend to practice what they’re good at because they’re looking for the reinforcement of, “Hey, I’m good at this. I know how to do this.” Whereas, professionals are always pushing. They’re always stretching themselves to try to accomplish something more, and they know that falling down is kind of part of the process.

Pete Mockaitis
I like how that is sort of clear contrast and visual. Nice. Thank you. How about a favorite study or bit of research?

Russell Klusas
I was originally going to say the Seeking Wisdom book is a good book to read. In the absence of that, if there was one like scientist that I would say that almost everyone should study, his name would be Claude Shannon, and he was the guy who created information theory, and was actually responsible for a huge percentage of the things that we do day in and day out right now when it comes to computer science and the early days of AI and whatnot.

But Claude Shannon was the guy who like technically he was working on encryptions for military stuff. But this guy, if you understand his work you’ll find yourself with a greater understanding of how people work and it’ll give you a high level of empathy because you’re going to start understanding that the world that you’re living in, the reality that you believe to be true is not reality for everyone else.

Everyone has their own interpretation of reality, and the sooner that you realize that, and the sooner you start focusing on, “What’s that other person’s reality? And how can I make sure that I understand and empathizing with that?” the farther you’ll go in life.

Pete Mockaitis
Okay. And any other key books you’d recommend?

Russell Klusas
Because I know a lot of the people here are talking about getting a job, look into something called The Minto Pyramid Principle.

Pete Mockaitis
Oh, yes. Barbara Minto.

Russell Klusas
Great writing is important in your career, and being able to present your ideas is important in your career, and Barbara Minto is uniquely qualified to kind of help people organize those things.

Pete Mockaitis
Okay. And how about a favorite tool?

Russell Klusas
Like, honestly, my favorite tool is our Dry-Erase Markers, specifically Ultra Fine Tip Dry-Erase Markers because I have really small handwriting and I have a whole bunch of whiteboards in my office. That’s like my mid version of it, if you have an office with whiteboards. If you don’t have an office with whiteboards, get 11X17 paper because you can express a lot more ideas on a little bit bigger sheet and it gives a little bit extra consequence. And then when you have some money to burn, go buy yourself something called a Microsoft Studio because it’s amazing.

Pete Mockaitis
What is a Microsoft Studio?

Russell Klusas
You will notice that the moment you type it in Google because it’s it had this beautiful launch with this wonderful advertisement. It’s a 27-inch screen that you can push down to kind of like have a flat kind of drafting type surface and it has the pen tool on it. And as someone who spent my entire life trying to take the notes that I take on paper when I’m reading and writing and all the stuff, and put them onto a screen, the Studio is just amazing.

Now, if it’s just as a replacement for pen and paper, it’s just a ridiculous waste of money. It’s something that’s like $3500 or something like that, but it’s fantastic. It’s so good that I can’t convince myself to buy another one, so I literally will carry this desktop. I will put it into the original box and carry it back and forth to my house on the weekends to make sure that I can still get at it if I have a good idea. It’s great.

Pete Mockaitis
Oh, I love it. And how about a favorite habit?

Russell Klusas
Like, figure out how to find your own flow. I’m sure that flow has been talked about a number of times on this podcast. But you got to find your own routine and kind of the one that works for you. But you should know what it takes to get yourself into a mindset that allows for kind of maximal output.

Pete Mockaitis
Okay, yeah. And what is it for you?

Russell Klusas
I have a very unique working schedule. Literally, the way that I space out and the way that I space out my week, like I have a true commitment to it where I do the exact same thing every week and it’s absolutely crazy. And I wouldn’t recommend it to anybody else, that it works for me. And it’s important to kind of keeping me centered.

Pete Mockaitis
And I’d love to know, how do you enforce the rest of the world when they want a piece of you at certain times such that you stick with the schedule?

Russell Klusas
Ironically, that’s why my schedule exists. So, I am a person who is consistently in the maker category where I’m doing research and trying to create cool new things on my own. I’m in the manager category because I have a couple of businesses that I’m responsible for running and staff and clients and all those things.

I also have family, and I’ve got to find a way to serve those three people. Forgot about social and all that other stuff. Nobody has any of that if you have these three, but it’s hard to kind of make sure that I can fulfill my obligations to these groups of people that I really genuinely want to spend time with, but also find time to get in the zone myself and get stuff done.

So, I, for example, I work a lot of nights, so I will sometimes start my day at noon or at 1:00 o’clock and I’ll spend four or five hours with my staff, and then I’ll kind of work all night so that I can get stuff done, and so that I can be available to my kids when they wake up and when they go to bed. But that’s just kind of what works for me, and it’s really about prioritizing my time and making sure that I want to set myself up to have as much success as I can, and to kind of minimize the switching costs, the cognitive load of going from one thing to another.

Pete Mockaitis
Right. I see. And so, what are the sleep hours then?

Russell Klusas
I mean, these are ones that I literally would not recommend to anybody at all because I’ve been doing this – and you know this, as one of my older friends – I’ve been doing this for a very, very long time, maintaining these crazy schedules, but I generally come into work on Monday around 10:00 or 11:00, and then I stay at work until Tuesday night around 5:00 or 6:00, and I work that whole time.

Then I go home and see my kids Tuesday night, I wake up with my kids on Wednesday morning, and spend a few hours with them there. And then I do it again, I go in Wednesday afternoon, I work all night, I go home Thursday, and then I do it again on Friday.

Pete Mockaitis
No kidding.

Russell Klusas
So, like for the last year or so, I’ve only slept four nights a week but it’s definitely not something I would recommend to the masses because it takes a while to get used to, and it’s also not something that I would do if it weren’t for the nature of my work right now. Like,       there are reasons why I don’t want to go to sleep with half of an idea, but I would expect that to change.

But it’s more about the fact that I found myself for too long feeling like I was always having to shortchange somebody, and I didn’t want to not be there for my kids ever, and not ever be home during the week, and I didn’t want to have to blow off my staff, and not be able to take new meetings. I also didn’t want to miss on the time that I felt was important for me continuing to make progress on my life’s work, and so this is the schedule that I found worked for me and it turns out that I don’t really value sleep probably that I should have, certainly not more than I value the other things.

Pete Mockaitis
Wow. That is fascinating. Thank you. I knew your hours were interesting but I didn’t know that they were so systematically repeated and in this fashion and it’s great.

Russell Klusas
Yeah, I’ve never been a big like World Wrestling Federation fan but I have become enamored with The Rock over the last kind of two or three years here, because oftentimes I am up at 3:00 o’clock in the morning or 4:00 o’clock in the morning, and for me that’s like mid-day a lot of times. I’m really just starting to get going.

I’ll take a break just to kind of give myself a little reset on something I’m working on, and I kept going online. And when I’ve opened Instagram, or something like that, I would see The Rock, and The Rock would also be up at 3:00 o’clock in the morning. He would be saying and doing the exact same thing I was saying and doing to myself. He’d be literally in the gym, in the Iron Paradise, he calls it, because he wants to make sure that he is the hardest worker in the room.

And I always thought to myself, like, “Man, this is the People’s sexiest man in the world, and the highest-earning actor, and all these things, and yet he always grounds himself by saying he does not sacrifice his time in the gym,” whether it’s a 12-hour day or a 30-hour day, that guy is in the gym because it’s not work for him. That’s how he keeps himself centered.

And I really, really, really respect his work ethic and I think he and I share the same mentality, that we’re either going to win or lose, but if we lose we’re going to be 100% sure that we did everything we could possibly do to succeed. Like I don’t like quitting, so that’s the only thing. I take a lot of risks in my life, and I’d failed plenty of times, but I don’t quit, and I like that mentality and then that keeps me focused.

Pete Mockaitis
Awesome. And is there a particular nugget that you share when you’re working with folks that really seems to connect and resonate with them, they’re taking notes and nodding their heads, like saying, “Yes, Russ. Yes”?

Russell Klusas
Honestly, I don’t know because that implies that I’m saying something that’s making them extra successful when in reality that’s not my job. Like, my job isn’t to make them fantastically successful. My job is just to kind of watch their back and make sure that they don’t fail. I’m Jiminy Cricket in a lot of their lives. So, a lot of times I’m having kind of like radically honest conversations with them about things that matter, but mostly I just want to make sure that they know that we’re there for them when we can be.

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

Russell Klusas
I’d probably point them to Tradecraft if we’re plugging something, go to Tradecraft.com. Otherwise, I would say go find yourself Claude Shannon because he will change your life.

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

Russell Klusas
Know what your TM plus two is. Make sure that the next job that you’re getting, like recognize that. Like I used to be a speechwriter, and I learned from some really great people on that, and they often told me, “You know what the point about first sentence is? To get someone to listen to the second sentence.” Like, it’s really stressful when you’re just trying to get odd jobs, especially early in your career when you’re in survival mode.

The money is kind of running out of your bank account, you’re getting pressure from your parents or see your friends get jobs. It’s really easy to kind of lose sight of the big picture. And just recognize that every job you get, every opportunity you take, it’s always about kind of going towards that greater goal – your vocation, your life’s work. Be thinking five years out because, I promise you, it’s easier. A lot of the details fade away. It’s not as scary when you’re thinking five years out. It just either feels right or it doesn’t.

Pete Mockaitis
Awesome. Well, Russ, thanks so much for taking this time. This has been a ton of fun. We finally recorded a conversation of ours. Hopefully, it’s helpful to the world. And keep on rocking.

Russell Klusas
Thank you very much, Pete.

252: Creative Problem Solving through Design Thinking with Edgar Papke

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Edgar Papke says: "If we all just were more inquisitive with one another and listened better... the world is going to keep getting better."

Edgar Papke explores “design thinking” and best practices to foster unpredictable, creative, innovative ideas.

You’ll Learn:

  1. How three distinct workplace cultures solve problems differently
  2. The process of successful curious confrontation
  3. How to choose which problems are worth pursuing

About Edgar 

Edgar Papke is an author, speaker and globally recognized expert in business alignment, leadership and organizational culture. He is the author of True Alignment: Linking Company Culture to Customer Needs for Extraordinary Results, The Elephant in the Boardroom, and numerous essays and articles on business and culture. Edgar provides coaching and consulting to CEO’s and executives, delivers keynote speeches and presentations, and works with leadership teams to improve their alignment. He was recently honored as the Impact and International Speaker of the Year by Vistage, the world’s largest organization for CEOs. Worldwide, over 20,000 executives and leaders have attended his workshops.

Items Mentioned in this Show:

Edgar Papke Interview Transcript

Pete Mockaitis
Edgar, thanks for joining us here on the How To Be Awesome At Your Job podcast.

Edgar Papke
Well, thanks. Yeah, it’s a real pleasure to spend time with you.

Pete Mockaitis
Oh, boy, I think we’re going to have a lot of fun. And I was intrigued digging into your background. So you’ve got three albums of music, whether it’s a singer or a songwriter, a degree in Culinary Arts, and you do a whole lot of the speaking/consulting workshop thing. I want to get your take on, what is it that you delight in within these kind of different-seeming fields, and is there a common thread that really kind of works with you and how your brain functions?

Edgar Papke
Yeah, very much so. I think right at the core of it is a common thread that runs through just about all of my work and anything that I do, both professionally as well as pursue artistically – is art, it’s creativity, and just allowing myself to explore and discover and express creatively, is that common thread. And then around that there is this desire to learn and explore. So whether it’s learning to play a musical instrument better, learn how to sing better, or how to create a great dish in the kitchen, or writing a book – to me it’s all a creative process and a learning process. So there’s always the learning that goes with it, which just fascinates me.

Pete Mockaitis
Yeah, that is good. And I didn’t think we’d go deep on here, but I have to touch upon it. So right now as you talk about the learning and how that’s sort of intrinsically enjoyable to you, I guess the first thing I thought about was Carol Dweck’s fixed mindset versus growth mindset, and how it seems like you are just very comfortably situated in a growth mindset. Well, you tell me – it sounds like you’re not stressing if the dish you create is terrible, or the instrument you play sounds harsh and shrill and annoying to anyone who’s within earshot. You’re just digging the growth. Any perspectives you have, in terms of how you keep that kind of alive, or does it just come totally naturally to you?

Edgar Papke
Yeah, I think there’s that aspect of it, and there’s I think an ongoing conversation about letting people fail in the business world and in organizations. And I don’t really think of a moment in time or an outcome as ever being a failure; not much anymore. I think I used to do that much more when I was younger. I’ve come around to the idea that everything that I do is a prototype of one type or another, and so it’s not so much a failure as an outcome. And the outcome is just another step along the way.

I know it may sound corny to call it all one long journey, yet it is. And so every time I endeavor into something I’m willing to do it and then let go of it into the world and just keep moving on with it. And yeah, I’ve done a lot of things that just somebody would look at and say, “That’s kind of crazy” or, “That’s not perhaps as good as it could be.” And yet for me as long as I’m trying my best and as long as I’m putting something out there that I can continuously improve from – that makes me happy, and I do think that that’s part of the human endeavor – that ability to pursue knowledge, to create, to expand our personal and social horizons. I think that’s a necessity of the quality of human nature.

Pete Mockaitis
I dig it, I dig it. The human experience – it’s starting deep. And even that turn of phrase – I think I’m going to stick with that in my own personal life and viewpoint. Everything I do is a prototype, because just the word “prototype”, at least for me… I don’t know, I have already just fantastic connotations of a prototype, is one – progress. It’s like, “Hey, I’ve got a prototype.” “Cool, let me try it out. Let me take a look.” Once you go from an idea or a rough sketch to a prototype, equals progress. And at the same time it implies unfinished-ness. So, at least for me, it’s hitting my emotional cords just right to say everything I do is a prototype, because it is simultaneously cool progress, but also unfinished, and nobody should expect it to be finished. It’s just a prototype, so chill out about it.

Edgar Papke
Yeah, and that’s what attracted me initially to the ideas around design thinking, because design is change, it’s art, it’s a creative approach to solving problems or using an idea. And I think that’s what design thinking and my work with Tom has been all about – the co-author Thomas Lockwood of the book. I know he’s extremely, extremely creative, and he’s also very logical and sequential in his thinking. I lean much more towards the creative side, the freewheeling side; yet in my personality there’s always this quest to be more competent, to try and master something and get something to a certain point, and knowing that whatever point I get to is just another stepping stone moving it forward.

That’s what design thinking is really all about in an organizational context. We don’t really get hooked or get too rigid about anything that we’re doing or an outcome that we have. Rather we keep seeking a better or a more advanced way of doing something or creating something.

Pete Mockaitis
Okay. And so then the design thinking – this term has come up a couple of times on the show. But I’d love to hear your crack at it. How would you sort of define this term? If someone says “design thinking”, what is that generally referred to?

Edgar Papke
And in the book we talk about this as the
collective imagination and what design thinking brings out is just who we all are as human beings, and that’s our creative capability. So design thinking in and of itself is looking at a problem or looking at a situation very contextually, and looking at it in a holistic way and starting a conversation of what’s possible. And from there it leads into more process or systemic ways of coming at that in organizations.

One of the things that we really enjoy is some predictability of how things are going to get done, and design thinking gives people permission in organizations and in teams and groups – it gives them permission to be more creative, to express themselves more freely, to pursue knowledge and ideas in different ways. That pretty much in a lot of organizations gets dampened, it gets suppressed by wanting too much process. And really in and of itself it’s kind of an interesting dynamic, because you’re applying a predictability or a process to more unpredictability, more creativity, more freewheeling thinking, an idea generation.

So design thinking in and of itself – it’s an approach, it’s a process, and it’s a mindset; it’s a way of thinking. Much like you and I have been talking about it, it leans much more into possibility-thinking than it does into restricting or being rigid about our way of thinking or seeing the world.

Pete Mockaitis
Okay, thank you. And so then, your book here –
Innovation by Design – you lay out some perspectives and practices that can unleash great creative and innovative things in organizations. So, I’d love to hear the sort of top level thesis, in terms of, ultimately what is the distinction or the key to go about tapping into and leveraging more great innovation?

Edgar Papke
It’s an excellent question, and what comes to mind immediately for me, and one of the things that we looked at through the lens in doing research for the book, is the connection between design thinking and creative thinking in organizations and their cultures. When we look at high-level what we do, there’s always a “What” and then there’s an emotional driver of “Why” behind it. Then we start getting into the “How” part of it.

And culture really is all about how things get done and what’s expected of people in terms of their behavior, what’s acceptable or unacceptable. And I think one of the keys here is to really be able to understand how problems get solved, how decisions get made, how conflicts get managed in an organization, and how its culture informs people about how to go do that, and then be able to understand how design thinking as an approach, as a process both fits a culture, as well as can move a culture. And what I mean by “move it” is in positive and more innovative ways.

Pete Mockaitis
Now, I love how you say it’s so important… Well, you didn’t say it, but I think you believe it, that it’s important to have some clarity associated with those areas – how decisions get made, how problems get solved. And I’m having flashbacks to consulting work at Bain & Company, in which we used a tool called the “RAPID framework” for decision-making, like who has what role for a given decision – who makes a recommendation, who approves it, who performs it, who provides input, who ultimately owns the decision. So it’s the acronym RAPID. And I found that so helpful, because in some organizations there are some decisions that are quite fuzzy – it’s wildly unclear who really has the decision. Everyone’s kind of concerned about covering their rears…

Edgar Papke
That’s the same thought I just had, was in some instances people don’t want to make the decision.

Pete Mockaitis
Oh, certainly.

Edgar Papke
Because of potential consequences.

Pete Mockaitis
And so they rope more and more and more people in to provide input, such that it’s like someone can be blamed or whatever. So, I’ve seen in my own working life how bringing clarity to decision-making is fantastically helpful and useful, in terms of the, “How does this given decision get made?” Could you search with us a little bit in terms of how do problems get solved? Could you maybe lay out the menu of options associated with, “Hey, in some organizations problems get solved in this kind of way; and others in that kind of way”?

Edgar Papke
Yeah, and we break it down in my previous work through
True Alignment, we break it down into three distinct types of cultures. And so, from that, you can use those as a springboard to see how decisions are made in different ways. One culture we call a “participation culture”, which is very collaborative, and so decisions are much more driven… Leaders don’t own a decision as much as a group does, and so there’s much more of a collaboration consensus-building and a quest towards agreement within the group as to what the best path is, not just to buy in; rather to gain a high level of commitment to the decision and the outcome that’s being reached.

That’s different than an “expertise culture”, where decisions are generally driven by those that either have the authority, or by way of establishing and demonstrating their competency, that they’re given the power influence to make decisions. So it’s less of a collaboration process; it’s more of, we either turn to the experts, we turn to the people with the authority, whatever it happens to be.

And then there’s also a third one, which is “authenticity cultures”. And there’s a great degree of personal empowerment that takes place, so decision-making can be driven very rapidly by individuals in whatever situation that they’re in because they feel empowered and they’re given the right or they’re expected to make the decision at a very personal level.

So you can hear there are some distinct differences. And it’s interesting to note that those elements become very important in terms of how problems get solved as well. Do we collectively come together, do we turn to experts or have one or two people solve a problem for us because we deem them to be the most competent, or is it a matter that everyone gets to explore and learn and everybody gets to take risks? So even risk-taking takes on different definitions.

What is interesting about that is that very often leaders don’t pay enough attention to that in organizations, and so there’s a degree of disconnect. In other words, in an expertise culture sometimes a leader will say, “Well, I want people to feel empowered, I want them to make decisions”, etcetera. Yet the reality is that people are constantly seeking permission or going to one or two people in the organization to solve most of their problems and make decisions for them. So it’s very interesting how often leaders and mangers don’t really know how to interpret their culture, and don’t really have a map for it.

Pete Mockaitis
Right. Well, that’s very thought-provoking, and I could chew on that for a while. But I’d instead maybe like to zoom in on… In your book you lay out 10 attributes that sort of facilitate great innovation. And as I peruse them, it seems like a number of them are maybe helpful at sort of the more senior leadership level – and correct me if I’m mischaracterizing anything – and others seem like that’s something absolutely any professional can do, no matter their stature or authority or absence or presence of direct reports. So, could you share maybe a couple of the practices that are amongst the most actionable and universal for all professionals?

Edgar Papke
Yeah, I think all 10 of them are accessible to anybody in any part of the organization or at any level of an organization, at least from an understanding perspective
. The first one that we talk about in the book – “design thinking at scale” – has a tendency… We probably look at it from atop of the organization, say, “Well, how do we train and how do we move design thinking or the process of design thinking through an organization?”

And yet we find that the organizations, and those in our study group in the book, that do it exceptionally well, are the ones that engage everyone in the organization in learning the process of design thinking – how to look at a situation with empathy through say a customer’s eyes or another person in the organization, their eyes, and what the context that they’re in, and be able to solve problems well at that level. So I think that they’re all accessible and it really has a great degree to do with how leadership approaches it and how it moves through an organization.

That being said, I think the ones that really step out most often for anyone to be able to use are, one is the attribute of curious confrontation, because as we well know from our experiences, just about everybody struggles with how to manage conflict effectively, especially in the workplace. Conflict is an ongoing challenge that we all have as human beings. And curious confrontation is really taking a look at the term itself “confrontation”, meaning to face the truth.

I don’t have to have a solution to a problem or have a solution to a conflict that I’m in with someone or within a group. What I do need to be able to do is to step into it and to be able to say, “There is something we need to talk about here. There is a conflict, there’s a disparity in the way that we see or think about things, and let’s have a conversation.”

And the curiosity element is the one that says that there’s a desire to explore, a desire to investigate, a desire to peel away the layers in the conflict and see what’s really at the core and what the core problems are. So, anyone in an organization can actually learn to confront through inquiry and to ask questions, as opposed to always just stepping into everything with an answer. And that in and of itself is very, very powerful for any of us to engage in, whether it’s in the workplace or in our personal lives.

And also the aspect of co-creation – just a simple idea that we rely on one another in our creative process. In other words, great innovation and creativity is the building of one idea upon another. And it goes back to earlier in our conversation about prototype – “Here’s one idea; let’s build on the idea.” And so this idea of co-creation is really leaning into including people around us in ways that we probably haven’t done before, and asking them to help us to be creative in solving problems or finding new paths to innovating at higher levels.

And so much of what we do, we have a tendency to just look at our own world or live in our own world, whether it’s at work or in other parts of our lives, without really reaching out or opening up to engaging others in creating and finding solutions to the problems that we have. So the idea of co-creation and opening up to that, I think is a wonderful attribute for anyone to have as an individual and to be able to use.

Pete Mockaitis
Okay. So, I’d like to hear a couple of things here. When it comes to curious confrontation, I guess a couple of things are coming to mind. And one – a friend of a friend mentioned that he or she had a coworker who would often just shoot out an email note like, “Several of my comments have not been integrated into the document.” So, this person did not have a solution, which is I guess pros and cons. Some folks will say, “Don’t bring me a problem without a solution”, and you’re saying it can be totally cool to say, “No, I don’t know the answer yet, but we’re going to engage in a curious confrontation, and that’s cool.”

And then I guess there are other times when someone just makes an observation like that – it’s like, “I don’t know what you want me to say or do, or this doesn’t really warrant any conversation time right here or now.” It’s sort of like, “Should I drop everything and say ‘Yes, you’re right. I looked at your comments and I determined that they did not in fact strengthen the document, given these rationales.’”

And so I guess at times I’m thinking that could be very helpful for folks to learn and grow and develop and get more tuned into the brain and the goal of the leadership, and getting sharpened and strengthened and challenged. And the flipside – that could just take a whole lot of time for that. Is that really a smart use of resources? So, how’s that for a curious confrontation? I’m just going to drop that in your lap, Edgar. What do you think of that?

Edgar Papke
Well, several thoughts crossed my mind as I’m listening to you, so let me go back to the beginning and then work my way through it.
The first one is, a lot of times people use this statement: “Don’t just bring me a problem; bring me a solution.” Unfortunately, if I don’t have a solution, and that’s the price of admission for us to have a conversation, we’re going to have a hard time talking about things. My preference is always to – and I coach leaders to do this directly – is, stay away from that part of, “If there’s a problem and you want to talk to me about it, bring me a solution”, is probably better delivered by just changing it slightly to, “If you identify a problem and you want to talk about it, let’s talk about it. I’d like you to find a solution or think about possible solutions. If you can’t come up with anything, let’s talk anyway.”

I think we’ve got to always have the door wide open as leaders to engage in coaching and learning with the people around us. And so, “Bring me a solution” – I like the idea of, “Try and bring me a solution. If you can’t, let’s talk anyway.” Because a lot of times problems don’t get surfaced because people are afraid to talk about them, because they’re going to be seen in a light as not smart enough or not competent enough or not doing enough about it. So that in and of itself I think can be problematic.

Going back to your example – your example is a really good one. So somebody shoots off some emails and they’re not responded to. There’s three things that everybody always wants – it’s human nature. And this is also what wraps around the idea of the collective imagination and who we are as human beings and how we innovate. And one of them is that we all want to be heard, we all want to feel a part of it, be acknowledged. And when we’re not acknowledged, we feel ignored, and that’s very problematic.

So I think if somebody’s sending emails and they’re not responded to, and they raise the issue, rather than have a quick come-back for it or have an answer, sometimes it’s just simply to ask somebody and open up to the idea of what’s important to them – to say, “Okay, yes, I didn’t respond – let’s speak truthfully here – I didn’t respond. And let’s talk about what’s important to you – about this issue or about your ideas.”

And if I did, by the way – like in your scenario – if I did take a look at the emails and I didn’t think they were good ideas, then it’s probably a little bit of a problem why I didn’t communicate back with you. So a lot of times I think it’s also a matter of being responsible to our relationships and to be able to do what we need to, to respond in a human way, to not ignore, to pay attention. And very often rather than if somebody does confront us with an issue or we have to talk to somebody about something, I think inquiries about being able to open up the conversation to, “Help me to understand what’s important to you about this, and what your ideas are and what might work and what might not.”

I think there’s not just only a coaching opportunity for leaders in these kinds of conversations. I think just with coworkers, I think it’s important to recognize that if we take the time to build relationships at the level that we need to, then a lot of the time that we spend in dysfunctional conflict and not being able to talk about things or having to go back and fix things – I think we can avoid those. We can move past those much more quickly if we have a good ongoing relationship. And that does take time; it’s like any other great relationship – take the time upfront and you’ll save a lot of time down the road.

Pete Mockaitis
Well, Edgar, I appreciate that and I think you have a kindness and generosity about you in that response. And I guess my knee-jerk reaction in hearing this story relayed, I was thinking, “Who expects to have 100% of their comments integrated into any document ever?” It’s kind of like the nature of the beast, is that when you have a lot of cooks in the kitchen, some of your ideas will stick and some of them won’t, and it might be a little unrealistic for a person to just sort of say, “Not all of my comments made it into the document”, as an expectation.

But you’re saying, to paraphrase, it sounds like maybe that relationship isn’t at the strongest – that they feel ignored, hurt, unseen, and thus, this is sort of like a request to address that matter. And so there could very well be some “valid, deep-seeded” things, in terms of their beliefs and values and input that are not getting acknowledged, as opposed to, this is just an annoying coworker who has unrealistic expectations who needs to get over it.

Edgar Papke
You’ve just really touched on something really powerful, and that’s the
idea of expectations. One of the things that we generally don’t do well enough in any relationship, especially within a group context in the workplace, is talk about the expectations we have for one another, how information might be used, how well we’re going to be heard by one another, how we expect responses from one another. Unspoken expectations wind up getting us into resentment and into conflict that’s often unnecessary. It’s a slippery slope. So bringing expectations into the spoken realm becomes key.

And I’m going to tie that back, if I may, back to design thinking, because if you have a process through which people are heard, how they can engage, that they can predictably be open and willing to express themselves freely around their ideas, around concerns or whatever it happens to be, in and of itself you’re creating an environment of some predictability of expectation of how things are going to happen. So, the idea of design thinking of itself is to have inclusion, it’s to have involvement, it’s about sharing information and it’s a different way of working together. And it does in fact satisfy a level of expectation need that we all have. Yeah, go ahead, please.

Pete Mockaitis
Oh, I like that. So absolutely, you’ve zeroed in on that. It’s like, it seems as though we have a mismatch of expectations. I’m sort of imagining lots of inputs coming in and we’re just going to quickly triage them and going to get the document out the door quickly, given the timeline. And it sounds like you may have the expectation that each of your comments will be absolutely integrated. Is that fair? And then you can have that conversation, dialogue, and then it seems like everybody wins. So, I like that notion of, there are unspoken, mismatched expectations at work in that example and it’s great to get after them.

And there might be an epiphany moment, like, “Oh, okay, so nobody gets all of their comments integrated into the document? Oh, that’s totally cool. Okay, well sure, I didn’t know that’s the game we were playing here.” And then we’re all aligned there; that’s awesome.

So, I also want to follow up on co-creation. Could you maybe just give us an example or two, in terms of, you talk about we’re often in our own worlds, doing our own thing and missing out on the opportunities to really co-create something cool by reaching out in different places. So, could you maybe bring that to life with an example or a case study?

Edgar Papke
Yeah, sure. One of my favorites is actually what Visa does in their innovation centers. So Visa is one of the companies we talk about in the book, and they have a d
esign function within the organization that specifically is geared towards bringing design thinking throughout the organization as a whole and involving everyone.

And what they’ve done in the co-creation space is they’ve opened innovation centers. They have several – one out in the Bay Area, in San Francisco, one in London. And what they are doing is inviting the actual customer in. So they’re doing business-to-business and of course there’s the business-to-consumer of their customer experience that’s taking place. And so what they do is they invite the customer into the innovation center, and they actually recreate or create a retail experience of some kind for a customer, for a consumer, and will get inputs from different people as part of that process, all the way down to the consumer.

So you have Visa, then you have the business itself, say whether it’s a Costco or a Neiman Marcus, whoever it is that they are working with, and then they also include their consumer, and they co-create and look at what the actual experience is of the shopper in a retail space. So you actually create the environment and the co-creation process is everyone begins to get involved in a particular innovation, whether it’s an information component, whether it’s an actual experiential moment that a consumer has, whether it’s online or in a retail environment. And so this co-creation is really about a broader involvement, different parties getting involved and bringing their ideas and bringing their thoughts into the process.

Pete Mockaitis
So, as we say the “retail environment” – so we’re actually inside a Costco with a customer, and just sort of maybe talk it out loud, like, “Hey, what are you thinking about this credit card swiper right now?” And see what happens?

Edgar Papke
Yeah, pretty much you’re taking it down to that level and see what exactly does the experience look like and how do we get input into that, so that we contextually can better understand and better create solutions to problems and create new ideas and new ways to do things.

Pete Mockaitis
Oh, that’s good. And so then that can really surface some of the nitty-gritty, in terms of, “Do I have to push English or Spanish first before I can swipe it, or can I go ahead and swipe it?” or, “Is it a chip, is it a tap, is it a swipe? How do I know when it’s ready for my swipe?” So you could really probably zero in on some of those things that might be sort of not in the immediate consciousness of a Visa executive.

Edgar Papke
Yeah, very much so. Also in the book we write about New Zealand Trade and Enterprise, and their co-creation process is broader. So New Zealand’s Trade and Enterprise group – what they’re responsible for is for expanding New Zealand’s economy on a global basis. So they also invite entrepreneurs and business owners and executives from different companies in New Zealand into the process, and they take that all the way out and do co-creation and training around design thinking that then can be used worldwide in different markets in different ways with different customers and consumers, as well as different companies.

So this co-creation can be very expansive, and it allows us to be able to integrate different ways of thinking and different ideas much more readily and quickly, as well as the creative process is more expansive, so it’s more open. And as a result of that, your ability to identify and to solve problems or identify and create opportunities is much faster, it’s much more fluid. There’s also this aspect of free expression that we all enjoy as human beings naturally, which is just to throw ideas out and see what happens. And a lot of the co-creation process and great ideas actually get generated that way.

Pete Mockaitis
Cool. So now you also have an attribute that you mention called “going after the right problems”. And so, what do you mean by that, and is it common to slip into addressing the wrong problems, and how do we keep our mental acuity to stay focused appropriately?

Edgar Papke
Yeah
. I think what happens a lot and we all, I believe, have this experience, is that very often we look for the shortcut or look for the easiest problems to solve. Sometimes we’re not going to take the time to collect all the information that we need to identify what a real problem can be. This attribute is coming at it through the lens of identifying what the right problem is; it becomes key to success in innovation and business.

It really does mean paying much more attention to the consumer and to the customer, and ideally involving them in identifying what is it that they’re really seeking and wanting. I’m going to go back to something that you mentioned before that I think is powerful, is that, “Do I have to go through a sequence for you as a provider of a product or service to understand who I am?” So, whether it’s in Spanish or English or whatever language it happens to be, how quickly can you communicate with me in a way that I feel both appreciated, that you’re paying attention to my way of communicating, as well as how easily you can communicate with me.

So I think when you start peeling that one away, you might say, “Well, the problem isn’t how do we guide someone into our way of doing a transaction. Perhaps what we do is we understand who the customer is and we create a technology that allows us to respond to that particular customer in a way that makes them comfortable.” In other words, if I’m Spanish-speaking and you understand that as a provider of a product or service, the right problem may not be that you put me through a process that you want me to go through; rather you design a way of interacting with me, whether it’s artificial intelligence or using whatever technology that you have, so that my comfort in communicating is much more immediate and allows me to actually be able to communicate in the way to get what I want.

Pete Mockaitis
Okay, cool, thank you. And so, Edgar, tell me – anything else you really want to make sure to mention before we shift gears and talk about some of your favorite things?

Edgar Papke
I think there’s one other aspect of this that I think is important, and
that’s another one of the attributes, and that’s this idea of “open spaces”. What we find more and more are these community-like spaces at organizations and that we’re creating in the workplace. And so when you start thinking about open spaces and whole communication… And whole communication is taking on different forms – different forms of art, different forms of expression that you see people using, and co-creation in and of itself – you see how these then come together, you see co-creation in open spaces, community spaces, where people can interact much more easily with one another and things are much more fluid.

That seems to be one thing that any organization can undertake to help them to be more successful, especially when it comes to design thinking. So, walking into a conference room or a boardroom and rather than having paintings on the wall, having white space on the wall for people to build ideas and to draw and to capture different ideas and build on them as they move forward over a period of time. So you see all of these attributes coming together in such wonderful ways. And one of the keys is to create the spaces for people to be able to engage one another and have that sense of both community, as well as a sense of a shared purpose. 

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

Edgar Papke
The first thing that comes to mind is actually something that comes from one of my heroes, one of who is Bob Dylan. And some time ago, in an interview somewhere I came across his thoughts that everything comes in threes. His way of describing it was that the blues in music is that you’ll have a 12-bar blues and it’s only wrapped around three chords. And what happens is that two cords create a tension and then the third one comes along and breaks that tension, or it takes the listener in the direction. And it builds suspense, it also delivers a resolution.

So, when I think about that and I think about how innovation occurs, there’s always these three key elements that we’re engaging in. One is that element of what it is that we’re wanting to do, and then the emotional element of “Why”. And what design thinking does in relationship to that idea, that somewhat of a quote from Dylan, is that this third piece – that creates a resolution to the tension. And if you look at “What”, “Why” and “How”, we can’t really have two successfully without having the third.

So if we have a clarity of what we want to accomplish and we have an emotional driver of “Why”, then we need to be able to understand how to get there, and what’s the process or what’s an approach to doing that. Much like if we had a “How” and we had a “What”, if we don’t have an emotional driver of “Why”, then nobody really emotionally gets engaged in pursuing the outcomes that we’re trying to create and how we do it. So there’s this element of always looking at it through that lens.

And we also do that in the book around the ideas around the collective imagination, where we talk about our human capacity and desire to participate, our desire to pursue knowledge, and our desire to express ourselves freely, that those are the aspects of human nature that drive our innovative thinking. And it’s important to always recognize the importance of having all three. You can’t really do it on two; you have to have that third.

And that simple idea that Dylan puts forward to say you’re always going to have a tension between two things in life, there’s always going to be two things that we want. It’s the third one that we need to create a resolution to move it forward. And I think design thinking does that a lot – it gives people a “How”, in terms of how to approach and be more innovative and creative and get the things out of life that they want.

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

Edgar Papke
I think some of the wonderful things that Peter Drucker… And I’m going to say that there is more of a body of research in particular that Peter Drucker, one of the great management minds I think of just human history – he had a wonderful way of coming at things. And one of the things that I grab hold of is this simple idea… He wrote a book at one point about questions, and a great set of questions to ask in an organizational context.

And they do wrap right back around to things that matter most to us: What it is that we’re trying to achieve and why, and what is the true benefit we’re trying to create? And in an organizational and management context, how can we best make that happen? And I find that over time I keep going back to Peter Drucker’s work, because he was on the forefront of inquiry and asking wonderful questions as to how organizations and leaders, how they can perform at their best.

And then the way Thomas Lockwood and I in writing the book – we came at it, we started with that simple idea in mind: Let’s pose a question and let’s research, and let’s find out what great innovative organizations do and how their ability to use design thinking to be more creative and more innovative – what does that look like and is there something that’s of value in that? And I think Peter Drucker provides a wonderful model for that.

Pete Mockaitis
Cool, thank you. And how about a favorite book?

Edgar Papke
Catcher in the Rye, and Leonard Cohen’s Book of Longing, are the top two that come to my mind.

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

Edgar Papke
A guitar.

Pete Mockaitis
Okay.

Edgar Papke
Yeah. When I need some creative space, I stop what I’m doing and I pick up the guitar and play music. That very often just opens my mind up.

Pete Mockaitis
Oh, cool. And how about a favorite habit?

Edgar Papke
Eating well. Sometimes it’s a bad habit. Being a former chef and having gone to culinary school, I love to eat good food, and I think it’s habitual. It’s a part of our family life as well.

Pete Mockaitis
Awesome. And is there a particular nugget that you share with your audiences or your consulting clients or in the book that really seems to resonate and gets folks kind of quoting yourself back to you?

Edgar Papke
I think the one thought that comes back the most often is that the most powerful thing we have in life is choice. Just the simple idea that if we’re open to ourselves and the world around us, we’ll always find that we always have a choice in what we do and say.

Pete Mockaitis
Cool. And is there a particular place that you would point folks if they want to learn more or get in touch?

Edgar Papke
Yeah. One of course is the book, and you can get that anywhere – on Amazon and book sellers everywhere. So, just the book Innovation by Design. And we’re launching a website InnoAlignment.com, and that’s where Thomas and I are sharing our collaboration and the work that we’ll be doing together going forward.

Pete Mockaitis
Oh, thank you. And do you have a final challenge or call to action that you’d issue to folks seeking to be awesome at their jobs?

Edgar Papke
Yeah – to listen more. To just inquire and listen. Lead with asking good questions, sometimes the simplest question of all, which is, “Tell me more. What’s important to you? What are you thinking? Help me understand.” I think if we all just were more inquisitive with one another and listened better to one another, I think all of us would have better lives and I think progressively the world is going to keep getting better as long as we do that.

Pete Mockaitis
Oh, yes. Well, Edgar, thank you for these sort of inspiring and uplifting perspectives. I agree, the world would be a better place if we did some of these things. And so, it’s been a helpful reminder for me and hopefully for everyone listening. And I just wish you tons of luck with the book and all the people that you’re impacting here.

Edgar Papke

Yeah. And thank you very much. This has been a real pleasure. Thank you for the conversation, thanks for your great questions, and again, the opportunity to spend this time with you. Thank you!

245: Getting into Flow…Repeatedly with Steven Kotler

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Steven Kotler says: "Flow follows focus."

Author and researcher Steven Kotler lays out the pathways to the optimal state of consciousness called flow.

You’ll Learn:

  1. The golden rule of flow
  2. How to find flow using psychological and neurobiological triggers
  3. How to take breaks without interrupting your flow

About Steven 

Steven Kotler is a New York Times bestselling author, an award-winning journalist and the cofounder/director of research for the Flow Genome Project. He is one of the world’s leading experts on ultimate human performance.

Items Mentioned in this Show:

Steven Kotler Interview Transcript

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

Steven Kotler
Pete, it’s my pleasure.

Pete Mockaitis
Well, first things first, I got to know how you broke 82 bones.

Steven Kotler
It’s actually 83, but so, you know, I’ve spent essentially my entire career asking the same question which is, “How do people do the impossible? How do you level up your game like never before?” And I came to that question through a really weird door. I walked into the door of journalism and I became a journalist in the early 1990s, and back then action sports, so surfing, skiing, rock climbing, snowboarding and the like were really hot topics, and back then if you could write and ski, or write and rock climb, or write and surf there was work.

Couldn’t do any of those things super well but I really needed the work so I lied to my editors and I was sort of lucky enough to spend the better portion of a decade chasing professional extreme athletes around mountains and across oceans, and when you’re not a professional athlete you spend all your time chasing professional athletes around mountains and across oceans you break a lot of things.

Pete Mockaitis
Okay.

Steven Kotler
Which is how I ended up breaking 83 bones along the way.

Pete Mockaitis
So, I’m curious, now how many different bone-breaking episodes was it that accumulatively totaled 83?

Steven Kotler
Okay. So, when I was 16 years old I skied off a cliff in Switzerland and split my patella. Two weeks later after I got home out of the hospital I was in a car wreck and split my other patella. From that point on my legs did not fold properly, so when I started chasing professional athletes around mountains and across oceans, every time I impact that create a micro fracture into my legs.

So, when I had about 67 micro fractures they all turned into a major fracture. So, 67 of those happened over a really long period of time but they all kind of happened at once. It’s a very funny thing to go to your doctor’s office, the doctor looks at you, he holds up your X-ray and says, “All right, so how did you get here?” And I said, “Well, you know, I parked my car and I walked.” He said, “No, you didn’t. Don’t lie to me. You can’t walk. Look at your X-ray. How did you get here?” And I said, “Well, I walked.” And he said, “No, no, you’re lying to me. You can’t walk. Look at your X-ray,” which was pretty funny.

Pete Mockaitis
Well, that’s a whole other subject. So, you only have basic mobility and capability to deal with pain. How do you like live your life with that?

Steven Kotler
It’s really funny because people ask me that all the time. And I’m 50, I still spend, you know, I still ski about 50 days a year, I still chase professional athletes around mountains, I mountain bike another 30 days a year. I’m really active. I have almost no pain. And I credit a lot of it to Ashtanga yoga. I mean, I’ve lived through ways, I’ve done a lot of stuff but I found that as long as I continue to do Ashtanga yoga I have almost no pain.

Pete Mockaitis
All right. Well, that’s a little bonus tip we weren’t expecting. Thank you. Cool. Well, now can you share with us a little bit, what’s the Flow Genome Project about and your research there?

Steven Kotler
Absolutely. So, at the Flow Genome Project we study ultimate human performance, right? We study what does it take to be your best where it matters most. And we’re a research and training organization. And on the training side we work with everybody from kind of the US Special Forces, the Navy Seals and such, through kind of elite action adventure sports athletes and like professional athletes to companies like Google or Ameritrade, we spend a lot of time on Wall Street to average individuals.

And on the research side, we’re the largest, I think the largest, open source research project into ultimate human performance in the world. And kind of at the heart of all the work we do is the state of consciousness known to researchers as flow. So, you may know flow by other names. We call it when we’re in higher, being in the zone or being on conscious, flow is the technical term. And it’s defined as an optimal state of consciousness where we feel our best and perform our best.

And, most specifically, it refers to any of those moments kind of wrapped attention and total absorption. When you’re so focused on the task and have everything else just vanishes. Actually awareness will emerge, your sense of self disappear, time will pass strangely, it’ll slow down or it’ll speed up, and throughout all aspects of performance – mental and physical – go through the roof. So, flow is sort of the source code, the signature of ultimate human performance, and pretty much any domain you study, and so that’s at the heart of the work we do.

Pete Mockaitis
Okay. So, that’s so good. So, now you’re bringing me back to memories of reading Mihaly Csikszentmihalyi’s book Flow: The Psychology of Optimal Experience, I think, was the subtitle. And so, I remember a chart that stayed with me forever with regard to one of the keys to getting into flow is that the task is not too easy, then you’re just bored, and the task is not too hard, then you’re just overwhelmed and stressed, but that the task is just right with regard to having a bit of challenge that requires a little more attention, and focus, and absorption in order for you to execute it.

Now, in your most recent research, does that hold true? And what are the most kind of essential other core ingredients to reaching that flow as often as possible?

Steven Kotler
So, you are absolutely correct, you’re talking about what’s known as the challenge skills balance.

Pete Mockaitis
All right.

Steven Kotler
And you are absolutely correct in your description. Emotionally we say flow shows up not on but very near the midpoint between boredom, not enough stimulation or not paying attention, and anxiety while way too much, right? In between is this sweet spot of what’s called the flow channel, or if you speak physiology, it’s the Yerkes-Dodson curve. Nonetheless that is still, so what we were talking about is a flow trigger, a pre-condition that leads to more flow.

When Csikszentmihalyi did his original work, these weren’t really well identified. It’s 20 years later and we now know there are 20 different triggers for flow. There are probably way more but we’ve identified 20 triggers for flow, 10 that produce individual flow with you and I would be like low in a flow state. And then there’s shared collective version of flow state known as group flow, that it shows up very commonly at work.

If you’ve ever taken part in a great brainstorming session, or you’ve sung at a church choir, or played in the band, or seen a fourth quarter comeback in football, or if you happen to see what the Patriots did to the Falcons last year in the fourth quarter – perfect example of what group flow looks like.

So, we got 10 triggers on each side, and the challenge skills balance is obviously, one of them is actually – it’s funny that you remember it, it’s a good one to remember – it’s often called the golden rule of flow. A lot of people thought about as the most important of flow triggers.

Pete Mockaitis
Okay. Well, so it’s the only one I know, and you got 19 more for us. So, how would you like to tackle this? In terms of I’m interested in the ones that are the most powerful, the most easily accessed by the greatest number of people. That’s probably the great magnitude right there.

Steven Kotler
Yeah, so let me give you a quick-and-dirty overview of some of this stuff.

Pete Mockaitis
All right.

Steven Kotler
So, the first thing you got to know is the most obvious, is that flow follows focus, right? The state only shows up when all our attention is focused on the right here right now, so that’s what these triggers really do. They drive attention into the present moment.

Pete Mockaitis
Now, if I could hit that, when we say flow follows focus, a corollary to that then is that you focus first and then flow comes as opposed to you hope that flow shows up and then you’re able to focus. Is that fair?

Steven Kotler
Okay. So, when we work with organizations, the first thing I always tell people is if they can’t hang a sign on their door that says, “Bleep off, I’m flowing,” they’re in trouble. And the reason is you need intense focus and uninterrupted concentration for flow. And the research actually shows 90- to 120-minute blocks of uninterrupted concentration are the best, and that if you’re doing something really creative you may need to stretch that out even up to like four hour blocks a couple times a week.

So, if you are running an organization or working in an organization where the – which is very, very typical these days – messages have to be responded due in 15 minutes, an email within an hour, those are horrific working conditions, terrible working conditions because you are literally blocking the very state of consciousness, the very kind of focus you need to perform at your best.

And let me just put some numbers around the boost you get from flow. I can go into the research, behind all this stuff that you won’t, but you have to understand the upside we’re talking about is McKinsey did a 10-year study, if a topic that’s good, it was reported being 500% more productive in a flow. It’s a huge boost.

Research done by Milo organization, done at Harvard, done at bunch of other places, have found that creativity spikes 400% to 700% when in flow. Research done by the Department of Defense found that learning goes up 470% in flow, so these are huge, huge spikes in cognitive performance. So, it’s really worth kind of trying to alter your working conditions to produce them because the benefits are significant.

Pete Mockaitis
You know, that is so striking. I got to speak up on behalf of any skeptics in the audience, like, “Whoa, how are they measuring a 500% bump in productivity or creativity or learning?” Do you have a sense for the score?

Steven Kotler
Yeah, so they’re measuring in lots of different ways. And it’s funny, because we’re relaunching that. We want a better look at the productivity so we’re relaunching a flow in business success. I think it’s February with Deloitte to take a better look at it. So, for example, learning is a really easy one that I can speak to. They basically take – they were working with people from the military snipers. The military knows how long it takes to train a sniper up for performance, right? There’s really clear records on that.

So, they were working with a team at the Advanced Brain Monitoring in Carlsbad, California, so one of the other thing that’s starting to happen now is that all the stuff that we’re talking about are psychological hacks, but we’re starting to get technological with this. We understand the neuroscience of flow, we understand what’s going on under the hood, and we can steer people using technology toward flow states, so that’s what they did.

They used EEG technology, they recorded expert brain waves, expert archers’ brain waves in flow shooting at a target, then they used that and used neuro feedback with novice marksmen to train them up until they shot at an expert level using their own feedbacks, so trying to get their brain waves into the same state so the flow the experts were in.

But if you search, by the way, Chris Berka, Advanced Brain Monitoring Head, you will find her TED Talk on this work and you actually can see video, and I think it literally took like two days to train people up to shoot like experts. It was frightening.

Pete Mockaitis
That is so wild. Can I get my hands on a neuro feedback machine?

Steven Kotler
Of course, you can. There’s everything from like super friendly easy like places to start like the MUSE headset, all the way up to some really crazy stuff. The Transformative Tech Market which is what this all sits in is exploding right now. I mean, all kinds, there’s a revolution going on right now in consciousness. And a lot of it, there’s a really good reason for this which is one of the things that we’ve discovered is that there are certain skills that are absolutely critical to thrive in the 21st century, and the list vary but accelerated learning is on most lists, creativity tops everybody’s list, cooperation, collaboration, communication. And we’re horrible at training up these skills.

Creativity is a really funny one. We got to take part in the Red Bull Creativity Project, it’s the largest meta analyses of creativity ever conducted, like 30,000 studies reviewed. And they learned on the end two things. One, creativity is the most important thing that we need to thrive in the current century, and we suck at training people to be more creative. And the reason is we keep trying to train up skillsets, and what we really need to be doing is training up states of mind, right?

All of these so-called skills are amplified by altering our consciousness. That’s how we’re wired to do this. That’s what the biology tells us, so we’re just now starting to figure that stuff out, but it’s spreading really quickly. And the Transformative Tech Movement is helping it spread.

Pete Mockaitis
Okay. Well, that’s so cool. Now, in your book Stealing Fire you sort of lay out kind of four sets of forces, and technology is one of them. And so, why don’t we round that one out and then you can share with us some of the triggers that fall into the other three categories.

Steven Kotler
For sure. So, what we’re basically trying to figure out, what was driving all this acceleration in this whole field, right? Like why was it exploding? Why are we seeing really weird things like 44% of American companies rolling out mindfulness training programs? Yoga is now over a billion-dollar industry. Everyone micro-dosing with psychedelics is on the cover of The Economist. Really strange things are going on in this world right now and we want to know what was driving it.

What we’re seeing is that four forces are all essentially accelerating exponentially, right? They’re moving very, very, very, very quickly and they’re driving us forward, and their psychology, neurobiology, technology and pharmacology. And the thinking with psychology and neurobiology, since what we’re talking about is kind of altered states of consciousness here, we now have the tools to kind of map and measure what’s going on in our brains and our bodies when we’re experiencing the inexplicable.

Pharmacology is giving us access to these states nearly on demand, and technology is also giving us access to those states nearly on demand but they’re also taking it wild, right? So, all four of these forces are kind of spreading these things out. And we did a calculation, so we called it the altered states economy. And we, basically, looked at how much time and money and effort people spent chasing peak states of consciousness like flow, and we looked at it globally and we looked at a lot of different categories, adding things up.

And I’ll give you a more detailed breakdown if you wanted. But we came up, the number we came up which was $4 trillion, it’s like 1/16th of the global economy is spent chasing these kind of states. And some of that is really sloppy, right? Some of this is not a healthy approach to these kinds of things, but a lot of it is, and it’s interesting and growing.

Pete Mockaitis
Yes, okay. Well, so then, let’s get into it. So, what are some things that we can do here, now, today to tap into some extra flow?

Steven Kotler
So, let’s just walk through a handful of the triggers and I’m going to talk about. So, there are a bunch of triggers and a bunch of different categories, but there’s three triggers in the psychological category, and you talked about one of them already which is the challenge-skills balance. So, that is unbelievably critical, of course.

Two other ones, immediate feedback is another flow trigger. And so, for example, I studied action of action adventure sports athletes who are very good at getting into flow, and one of the reasons is when you’re performing in the mountains, on the oceans, whatever, it’s a living environment. You’re getting immediate feedback, right? You either set your ski edge on the top of that slide, a face that slide to the bottom.

Well, the same is true everywhere. And the reason this is important, flow follows focus, so if you have immediate feedback you don’t have to pull your attention out of the present moment to course correct. You don’t have to wonder, “Am I doing a good job?” You know because the feedback is immediate. So, what this looks like organizationally is interesting.

And so, if you work for an organization or run an organization where you’re getting quarterly feedback or quarterly yearly progress reports or that kind of stuff, well, that sucks. That’s not enough feedback to stay at all in flow. It’s terrible. So, where this works really well, companies that have kind of an agile methodology if you’re in the software business where there’s lots of rapid experimentation, small experiments, that’s really good. You’re getting lots of feedback that way.

I’ll tell you, so I’m a writer, and book editors are sort of editor in name alone these days. They’re so busy and the market is so taxed, they’re very talented, but they don’t do a ton of editing. So, I can’t write a book and have an editor weigh in three times and that’s it, like that doesn’t work for me. So, I have a guy in my staff who reads everything I write about twice a week for feedback.

Pete Mockaitis
Okay.

Steven Kotler
And there’s something, like you can even take it one step further and figure out. So, I figured out in my writing that when I tend to believe that when I make errors, my writing is either arrogant, boring or confusing, so that’s really what’s he’s looking for. Is my writing arrogant, boring or confusing? And those three errors are tied to like I know why I make each of those errors. I just happen to make them all the time. That’s what I call the minimal feedback for flow.

And you can kind of figure this out for yourself with whatever your main task is, but what I tell people is that you can’t afford to hire somebody to give you that kind of feedback. Find a feedback buddy. Find somebody you can work with where you can get feedback from them all the time and speed up those feedback loops. That’s really helpful.

Pete Mockaitis
Now, so when you say the minimal feedback piece, you’re saying, “Okay. Hey, colleague, I don’t need you to masterfully critic it to perfection, but what I do need for you to do is make sure I’m not committing these three common errors that we can nip in the bud rather quickly.”

Steven Kotler
Yup, exactly. And, by the way, so this is not my exercise. This is Josh Waitzkin’s exercise but I kind of love it. One of the ways to dig out what those errors are is to ask yourself, “What did I believe three months ago that I know is not true today?” And ask yourself why did you make that error. What was missing in your logic?

And do this, obviously, like on your core tasks wherever you want the most feedback, so focus on that. And ask yourself, “With this task I’m on, what do I know now that I didn’t know then? And why did I make that mistake?” And if you do that repeatedly you’ll start to tease out exactly where your common errors are, where your blind spots are, and what kind of feedback you need.

Pete Mockaitis
Okay. Cool. And what’s the third psychological trigger?

Steven Kotler
Clear goals. And here we’re talking about goal setting in general first, so if you’re interested in hacking motivation, we learned in the ‘70s that setting just a high hard goal, a big goal is enough to boost motivation almost 25% in some cases. So, a huge spike in motivation simply by setting a high hard goal. Now, high hard goals are different than clear goals. Higher goals are these big and more of these things in the future, “I want to go to med school. I want to write a book.” That’s a high hard goal kind of thing, right?

Clear goals, flow follows focus, right? Clear goals mean, “I know what I’m doing right now and I know what I’m doing immediately afterwards, so I don’t have to pull my attention out to steer,” right? So, it’s interesting because clear goals are often really, really, really tiny. So, for example, when I set out, I try to write 700 words a day, right?

And if I’m stuck and the clear goal isn’t working, that’s too big of a goal, I will break it down and I’ll say, “Okay, I need to write 200 words that get at the emotion of this paragraph that I’m trying to get,” and really, really clear goals and I shrink them down.

Where this is really useful kind of for most people, I find, is most professionals. So, one of the things that we know is that most professionals will spend about 5% of their work life in flow without even knowing it. Like, McKinsey figured out that if you increased that 15 percentage points to 20% of your time, overall workplace performance would double.

Just to give you an idea of how imminently trainable this stuff is, three years ago we did a six-week joint learning exercise with Google where we took 80 Googlers, 70 Googlers from across the company, so coders, engineers, people in facilities, people in marketing, PR, you name it we had them, and we trained them out in four flow triggers and four kind of high-performance basics, like really basic stuff, sleep hygiene, didn’t get enough sleep at night, that kind of thing.

And over the course of six weeks they did about an hour’s worth of homework a day sort of spread out. We saw a 35% to 80% boost in flow. In fact, we have a flow fundamentals course, it’s a digitally-delivered six-week course available through the Flow Genome Project website. And we measure pre and post, and we’re seeing measuring seven different characteristics of flow, a 70% increase.

And the point is not that we are secret ninja experts at training people in flow, there are lots of people who do this, we think we’re very good at it, but there are a lot of other people who do it. The point is that this stuff is really easy to train. We just haven’t been paying attention to it. So, clear goals, know what you’re doing, know what you’re going to do next, make a to-do list and when you’re moving from one item to the next mind the gap.

That’s where most people get lost, right? You’ll finish one task and before you go to the next one you will do something that will pull your focus out of the present, like check your social media which is terrible because it produces an emotional reaction, and that’s exactly what you’re trying to avoid. You want the clear goals, “I know what I’m doing now. I know what I’m doing next,” and it works that way. So, that’s really useful.

Pete Mockaitis
Okay. Now, when it comes to the gap, I want to make sure we hit this. We talked to other peak performance folks who talk about full engagement and energy and attention and all that. So, before you mentioned some spaces of time such as 90 minutes to 120 minutes or even more, do you have a quick take on sort of rest, rejuvenation in terms of maybe it’s a quick breath or bathroom? Or what sort of counts as rejuvenation without breaking the flow?

Steven Kotler
Some people like a little bit of physical flex exercise, right? They’ll get up every 15 minutes and do three sun salutations which is just fine, that’ll work great. Three sun salutations are a little kind of Pomodoro set of some kind, or I really like – I don’t know if you know what box breathing is. It’s a mindfulness practice that the Navy Seals use.

You can just search box breathing online and learn, it’s very effective as a mindfulness technique. Anybody can learn it. But I can do kind of three cycles of box breathing and it takes maybe 90 seconds to two minutes to do depending on how slowly you’re breathing. And so, if I need to reset between tasks that’s what I’ll do.

Pete Mockaitis
Okay. Perfect. Got it. So, that’s the psychological triggers. Now how about some neurobiology triggers?

Steven Kotler
Well, so all these triggers are neurobiological.

Pete Mockaitis
Oh, okay.

Steven Kotler
So, they do different things. So, for example, there are three environmental triggers: high consequences, deep environment and a rich environment, and I’ll talk about those in a moment. But most of these triggers drive neurobiologically, they trigger the release of norepinephrine and dopamine or both. These are performance-enhancing chemicals, they do a lot of different things in the brain and the body, but they’re also focusing chemicals so that’s why they’re so important here.

Some of the other things, so clear goals doesn’t appear to drive norepinephrine and dopamine but what it does appear to do is lower cortisol levels and keep the brain waves out of high beta and down in the alpha beta range which is where flow is. So, there’s different things underneath different triggers.

And let me just be really clear, there’s so much more research that need to be done here that everything I’m saying is true as far as we know but there’s a big but question mark after some of these stuff on triggers because it’s just really new information.

Pete Mockaitis
Okay.

Steven Kotler
So, let’s go back to the other triggers. So, for example, a rich environment means lots of novelty, complexity and unpredictability in the environment. And I’ll give you the common example is, again, back at adventure sports for athletes, right? One of the reasons these folks had so much flow is they perform in living environments, right?

. . . in a minute-by-minute basis, the waves are always changing if you’re out in the ocean, so there’s lots of novelty, lots of complexity, lots of unpredictability. Those are all three things that the brain loves. It produces huge amounts of dopamine, drives a lot of focus, slides you right into flow.

You can also get at those architecturally, and my favorite example is Steve Jobs. So, when Steve Jobs was kind of redesigning Pixar he wanted more creativity in the building, he wanted more flow in the building, and he thought the problem was there wasn’t enough novelty, complexity and unpredictability because the staff was balkanized, right?

The producers were stagnant talking to producers, and the marketing people stay and talk to marketing people, and the cell animators stay and talk to the cell animators, and nobody was bumping into each other and so there’s no random spark of ideas. Not enough novelty, complexity and not enough creativity as a result.

So, when he redesigned Pixar he famously put a giant atrium in the center of the complex, and he put the only meeting rooms, message rooms, cafeteria and the only bathrooms in the entire building right off the atrium. You had to walk through the atrium to get to any of them.

So, what happened was people started bumping into each other and they started getting into random conversations, and suddenly novelty, complexity and unpredictability massively increased. You got a whole lot more dopamine flow between people, you got these little moments of brute flow, huge spikes in creativity and all those off spurts.

Pete Mockaitis
Excellent, yes. Cool. And so, what about the high consequences?

Steven Kotler
High consequences, this is obvious, right? Flow follows focus and consequences catch our attention, right? So, the obvious is physical risks. Again, action adventure sports athletes, lots of physical risks. But it’s interesting, we noticed that emotional risk, intellectual risk, creative risk, social risk all work really, really well. Social risk is a great example.

You would think from evolutionary perspective that like the number one fear in the world is something like getting eaten by a grizzly bear, but it’s not. It’s speaking in public, right? And the reason is your brain can’t actually tell the difference between social fear and physical fear. They’re processed by the exact same structures which makes no sense at all until you realized, you go back 300 years ago, and before if you got kicked out of your tribe, if you got exiled you couldn’t survive. Nobody could live on their own, so it was a capital crime, and so the brain treats it like a capital crime.

So, social risk is a really kind of great way to trigger flow as well, so risk is really useful. And once again, what does this look like organizationally or in your daily life? And I always said that like to play with the risk trigger, the companies you want to work for, the environment you want to design, something with that Silicon Valley fail-faster fail-forward motto. And you need the space to fail because you need the space to take risks. Without risks there’s not enough energy in the system to really drive flow.

So, again, this is where agile methodology makes a lot of sense, rapid experimentation makes a lot of sense, skunk works make a lot of sense if you’re trying to drive flow in innovation.

Pete Mockaitis
Okay. Cool. And now can you share some of the pharmacology triggers?

Steven Kotler
Advances in pharmacology are more kind of in the psychedelic realm and that’s slightly different from flow but what the research is showing – and this is sort of one of the things we talk about in Stealing Fire – is that in the neurobiological changes that show up in flow are not that different from the changes that show up in meditation or during psychedelic experiences or during so-called mystic experiences, trans states or contemplative states.

All these things are states of awe for that matter. All these things share a very similar underlying neurobiological signature. And so, what we’re seeing in neurobiology is kind of psychedelic research, is going gangbusters, right? I mean, we’re seeing absolutely amazing work being done in PTSD and trauma and anxiety. And the point here and where this gets interesting and probably let me just give you a couple examples to answer your question because it’s a long way around but it’s worth understanding.

So, why all this research matters, is we’re starting to get actions. And the best example is work done on posttraumatic stress disorder which is like the extreme end of the anxiety disorder spectrum. And pharmacologically we’ve learned back in the early 2000s through work done by Dr. Michael Mithoefer and the research came at MAPS that one to three doses of MDMAs – so, MDMA is sort of the pharmacological name for the street drug Ecstasy or Molly, whatever you call it. It’s an empath-delic type of psychedelic, it increases empathy.

But they found that one to three rounds of MDMA therapy, so that’s MDMA administered in a clinical setting with psychiatrists there and like eight hours of talk therapy, was enough to completely cure or significantly reduce symptoms of PTSD in victims of child abuse, sexual abuse and solders returning from combat in Afghanistan and Iraq. And it’s been about five years since that original study was done, six years at this point, and these people are still in remission, so that’s neat, right?

Then they redid that experiment at Camp Pendleton with a thousand soldiers, and this time they were like, “Okay, so psychedelics aren’t for everybody. Let’s use surfing,” which is a known trigger for flow states for a lot of reasons that we’ve been talking about, right? So, they used surfing and talk therapy, and they redid the whole thing, and they found that after five weeks of surfing and flow states and talk therapy they saw a significant reduction or a complete disappearance of PTSD.

Then they redid the study with meditation, a mantra meditation system, I believe. And they found that four weeks of daily meditation, 20 minutes a day, was enough to produce the same results. So, what all this is telling us is we have options. We have options like we’ve never had before and they’re coming from all directions and the research is accelerating everywhere.

Pete Mockaitis
Oh, that’s so cool. Well, Steven, tell me is there anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Steven Kotler
The other thing I want to mention, only because it’s new and it goes much deeper into individual ideas, is if you go to the Flow Genome Project Facebook page, which is literally www.facebook.com/flowgenome, every Monday at 5:00 o’clock Eastern Time, I do Monday On The Mind. It’s a half-hour deep dive into, you know, two weeks ago we did a half an hour on clear goals and really how to get into that and how to apply it in every situation, that sort of thing, so that might be interesting to people listening.

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

Steven Kotler
Margaret Atwood, “Everybody I know is an adult. Me, I’m just in disguise.”

Pete Mockaitis
That’s good. Thank you. And how about a favorite book?

Steven Kotler
There’s a couple of them. How about I give you two?

Pete Mockaitis
Sure.

Steven Kotler
Song of the Dodo by David Quammen which is just amazing. If you really want to understand the environmental crisis this is the most amazing book on that. And my favorite book on consciousness ever is a book called The User Illusion by Tor Nørrentranders which is one of the smartest books ever written about consciousness.

Pete Mockaitis
Oh, thank you. And how about a favorite tool?

Steven Kotler
Well, it’s got to be my skis.

Pete Mockaitis
Okay. And how about a favorite habit?

Steven Kotler
Oh, I get up a 4:00 a.m. is my favorite habit.

Pete Mockaitis
Now, I have to know, when do you go to sleep?

Steven Kotler
Depends, but early. Somewhere between 8:00 and 10:00 most nights.

Pete Mockaitis
All right. And is there a particular nugget that you share in your writing or your speaking and working with folks that seems to really connect and resonate and get them quoting you back to yourself?

Steven Kotler
Well, what I said to you earlier that we keep trying to train up skills and what we really need to be training up is a state of mind seems to be a pretty good mantra for people these days. I hear that back a lot.

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

Steven Kotler
StevenKotler.com, FlowGenomeProject.com.

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

Steven Kotler
Yeah. So, this is going back to the challenge skills balance, it’s the one thing we didn’t really cover. And so, you mentioned Mihaly Csikszentmihalyi, so a couple of years ago he teamed with a Google mathematician and they did a back-of-the-envelope calculation trying to figure out, with the challenge skills balance, how much greater the challenge should be than your skillset, right? That was the question.

And the number they came up with was 4%. Four percent greater. Now, that was just a guess. We took that number into the Flow Genome Project and said, “Okay, let’s see what we can do with it.” And we’ve been running a number of amateur experiments, and beta tests, and just looking at it deeply for about four years now, and time and time again we’re finding that is exactly the case.

So, here’s the super interesting about this. Four percent is not much, right? You really are just a little bit harder. Now if you’re an underachiever, a little bit of an underachiever, you’re a little shy, you’re a little meeker, you’re a little along those lines, 4% is tricky because it is literally the line where you’re pushing on your comfort zone. You’re stepping outside your comfort zone but you’re right there.

For top performers their problem is the exact opposite. Their problem is they’ll blow by 4% without even noticing, they’ll take on challenges that are 10%, 20%, 40% greater than kind of – and by doing so, they’re locking themselves out of the very state they need to kind of meet those challenges. So, it’s a little bit harder every day.

But the interesting thing is when you spend time around the best of the best, what you really see is what they’ve internalized and what they do so well, is they understand that it’s 4% plus 4% plus 4% day after day, week after week, year after year for a career. That’s how you actually like really do the impossible.

Pete Mockaitis
That is so good. Well, Steven, thank you so much for taking this time and sharing. There’s, boy, a lot to chew on and I’m excited to get some more flow going into my life and work sessions, and I wish you much flow in all that you’re up to.

Steven Kotler
Thanks, man. I appreciate the time.

234: Sharper Critical Thinking for Better Solutions with Mike Figliuolo

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Mike Figliuolo says: "Before you say something... just stop and think."

Mike Figliuolo ponders on why critical thinking is becoming increasingly important and how to maximize your critical thinking skills.

You’ll Learn:

  1. Why slowing down will help you better solve problems
  2. How to differentiate facts from judgments
  3. How to use the 5 “whys” and the 7 “so whats” to think more clearly about causes and effects

About Mike 

Mike Figliuolo is the Managing Director of thoughtLEADERS, a consulting and training firm that helps leaders think better. He’s authored numerous books on leadership, thinking, and communication.He graduated from the United States Military Academy at West Point and served as a commissioned officer in the Army. He then joined McKinsey and Company as a management consultant. He later worked at Capital One Financial as Group Manager of Strategy & Analysis and as Director of Specialty Collections. He was responsible for ~$1B in collections, a $125MM budget and the performance of 150 employees. The initiatives his teams put in place delivered over $125MM in value.

Items Mentioned in this Show:

Mike Figliuolo Interview Transcript

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

Mike Figliuolo
It’s my pleasure to be here. Thanks for having me as a guest.

Pete Mockaitis
Oh yeah. Well, you’ve been on the list since Episode 3 with Victor Prince’s co-author, and now seemed like a fine time. So, I’m glad you made it happen.

Mike Figliuolo
Absolutely.

Pete Mockaitis
Now I understand you have a bit of a fondness for skydiving. What’s the backstory here?

Mike Figliuolo
Yeah, not really, and that’s what’s funny about it. So, I was in the army, and I’ve always hated heights. My father used to laugh at me when we would go up on the roof to clean out the gutters and I’m looking like Spider-Man plastered to the roof, just worried about falling off. So when I was in the army, they have you go to military schools during your summers when you’re at West Point. And one of my summers I put in for a specific type of very ground-based training, and the Army and its wisdom decided that I would be much better off jumping out of airplanes. So, I went through Airborne School down at Fort Benning, Georgia, jumped out of a plane five times, got my airborne wings and have never done it since. So, cool experience; not necessarily something that I want to go through again.

Pete Mockaitis
Okay. Well, I totally misinterpreted that tidbit here. You’ve done it, but you didn’t enjoy it.

Mike Figliuolo
I mean, it was cool. It was cool. After the second jump you’re like, “Okay, I’m probably not going to die, so I may as well enjoy the view.”

Pete Mockaitis
Yeah. I’ve done it once and I liked it. I could do it again. My wife isn’t a fan though of the idea.

Mike Figliuolo
It’s a little different when you’ve got on a rucksack and a simulated weapon and there’s eight of you going out the plane one after the other after the other and you got a static line yanking you around. And you’re only about a thousand feet up and you’re trying to hit that patch of really rough dirt below in the Fort Benning sun. So, you probably had a little bit more of a pleasurable experience.

Pete Mockaitis
Well, it was. It was kind of cool, and the breeze falling through…

Mike Figliuolo
Yeah, we didn’t have that, no.

Pete Mockaitis
Well, tell us a little bit about your company thoughtLEADERS.

Mike Figliuolo
Yeah, we are a leadership development and training firm. We work mostly with large corporates like Google, Abbott, Discover Financial, the Federal Reserve, and we teach topics of leadership, communications, problem-solving, decision-making. I like to say we teach all the topics that everybody needs that nobody ever teaches you.

We have a really strong bias toward heavy hands-on application in the classroom, and the thing that I hold up as different about us is we’re all business people. We’re not academicians, we’re not career facilitators; we’re business people up on the podium. So, we understand the participants’ challenges and we’re able to help them bridge from our tools and frameworks to their reality, which then increases the likelihood that they apply our methods.

Pete Mockaitis
Okay, excellent. So now, I kind of re-thought of you when I was checking out your LinkedIn learning course Critical Thinking, and I was digging in, enjoying it. And so I’d like to get your take on just the importance of critical thinking in the hierarchy of professional skills. I thought I had seen it somewhere in some report that it was like the top thing professionals need, but I couldn’t relocate it when I tried to Google and prep for today. So maybe you can orient us to that.

Mike Figliuolo
Yeah. So I believe part of it came out of a New York Times article that was based upon a report that LinkedIn actually put together. And LinkedIn went through people’s profiles, they looked at who got new jobs and what were the skills that they had either explicitly stated on their LinkedIn profile or that they could deduce from the person’s background. And critical thinking was one of the top ones, if not the top one on that list.

So, as I look around the importance of critical thinking increases every day, and reason for that is, the speed with which we’re making decisions is so incredible that if you don’t pause and really think through something, you’re going to create a bigger problem. You may have thought you solved the problem, but you just created an issue that is exponentially larger.

Pete

Mike Figliuolo
Yeah, it can either spiral or you can end up solving a problem and then solving it again and solving it again and solving it again, and it ends up being really wasteful and inefficient. And when you’re operating in a world where you need to be moving fast, you don’t have time to be wrong, which means you need to slow down and make sure that you’re right.

Pete

Mike Figliuolo
Yeah, you can take it to the world of construction – when you’re finishing a basement or an attic you’re always taught, “Measure twice, cut once”, and that’s deliberately slowing down, making sure you’re thinking about what you’re doing, and then you take action and the action is correct; rather than, “Measure once, cut once, because I’m really busy and I’ve got to move. Oh look, I just cut the two-by-four on the wrong side of the line and now it’s too short. And now I’ve got to cut another one and another one, and there’s waste involved.”

So just by slowing down, looking at what you’re trying to solve, assess the situation properly, come up with a solution and think through the impacts of that solution if you implement it, and then implement – the likelihood of doing something bad in that cycle, because you short circuit it, goes down dramatically.

Pete

Mike Figliuolo
That’s exactly where I was going to go. I don’t think it’s just politics; I think things have started moving so fast and people have so much information overload, that they’re trying to react to everything coming at them as quickly as they’re able, whether it’s an email or a text or a tweet or whatever it is, it requires an immediate reaction. Or they think it requires an immediate reaction – let me rephrase – they think it does. So, they react immediately without thinking it through.

And I’ll just use the examples – how many times have you seen an article go flying by on Facebook and it has some provocative headline, and all of a sudden you look at the comments and it’s clear that everybody’s getting all vitriolic or offering their perspective? And you realize 95% of those people didn’t even read the article, right? And it’s just we’re not stopping and thinking critically. Or we do read the article and we don’t step back and say, “Well, hang on a minute. Let’s look at who wrote this article, let’s look at if that person has an agenda, let’s understand how they’re trying to position the information, what information are they not sharing with us in order to influence me to do something.”

I had this conversation with a student, a graduate student, who was saying, “Well, I’m going to move to Texas.” I’m like, “Okay. Well, but you live in Pennsylvania. Why are you excited to move to Texas? Do you have family there?” “Well no, no, not at all.” “Okay, why?” They’re like, “I want to get a job in Texas.” “What’s driving this?” “Well, I read this report, and Texas has this and Texas has that and Texas has that, and all these jobs and all this growth and all this stuff.” I’m like, “Okay, so who wrote the report?” “Oh, it was published by the San Antonio Chamber of Commerce.” “Hm, you think maybe there’s an agenda there? Maybe?” And I’m not saying it’s a biased report, but I’m just saying, stop and understand the circumstances of what you are assessing at that moment, and challenge it, challenge yourself.

Pete

Mike Figliuolo
Yeah, so I was an American Politics major at school actually, and you study a lot of the information that’s put out there and how it’s positioned. And one of the things I was always taught was, understand the difference between facts and judgment. So, when you’re reading an article, ask yourself, “Is this a fact or is it the author’s judgments or the newscaster’s judgment of that fact? Is it their assessment of what that fact means, their interpretation?”

So by taking whatever piece of information you’re looking at, first of all separate it into the facts and judgments. Then look at the facts first and say, “Okay, are these facts accurate? What was the source of them? What facts are not being included here that could be included that may be skewing the actual facts themselves?” And once you have your arms around what the fact base is and how it may or may not be biased, just with the data collection and data sharing, then you are much better qualified to assess the assessments of those facts and say, “Is this a fair judgment? This author is saying that this company is doing bad things. Okay, based on the facts, would a reasonable person draw the same conclusion, or are they just extrapolating from a single data point?”

So by challenging each of those sort of assertions or each of those assessments – that’s critical thinking. That’s asking those questions versus just saying, “Oh yeah, that’s a bad company, of course. They did this one bad thing and therefore they hate people.” It’s like, “Really?” If you separate it out and really question both sides of that pile of information, I think you end up being much savvier, in terms of the information you consume.

I don’t watch the news. I go online, I have certain news sources where I am pulling facts from and I’m trying to get as unbiased a set of facts as I possibly can, and then I’m forming my own assessment. “What does this mean?” And sometimes I’m challenging other people’s assessments or I’m asking the questions of, “What’s not here? What’s not being presented?”, but I’m not letting somebody else interpret the facts for me. That’s not happening.

Pete

Mike Figliuolo
For me it ends up being, I’m looking at primary sources. You know what I like? I actually like a lot of the financial websites – places like MarketWatch or E-Trade or whatever. I’m reading business press releases – things about earnings or market research reports or whatever, because I want to get as close to primary facts as I possibly can. And when you go to financial sites, they tend to throw a little bit less assessment into the facts of what’s going on. It’s like, “Okay, here’s the new tax law, here’s what it means, here are the tax brackets, here’s how these deductions go away, here’s the average size of that deduction.” And they just give you the data.

And there may be a little bit of interpretation that goes there, there may be a little bit of bias, but that’s much less bias than if I go to CNN or Fox News, and it’s like, “And you get no deduction and you have to murder your first child.” It’s like, “Really?” It’s just so bombastic, because what people don’t understand is news media has become entertainment first and news second. And you need to understand that; you really need to understand what their agenda is. Their agenda is to attract eyeballs, which attracts advertisers, which attracts dollars. It’s really simple. And the way you attract the eyeballs is with very interesting content that I can consume and feeds my ingoing biases anyway, and tells me I’m right.

Pete

Mike Figliuolo
I guess for me it’s a question of, what’s the impact of that item on your life and the world around you, and how much importance do you sort of ascribe to that impact? So for example, I just got this wonderful letter in the mail from my health insurance company, telling me that my premiums for next year have gone from $960 a month to $1,600 a month. So we’re talking, what is that, an 80% increase, something like that? So we’re talking about a big impact on me – I want to understand the facts, and I have wanted to understand the facts for the last several years, around what are the changes in Affordable Care Act, what are the marketplace dynamics, who’s moving into the market, out of the market, because I’m sitting there trying to figure out where is healthcare going. I’ve got three kids – what’s going to be the right plan for me, how do I adjust to this?

So I do invest time and energy in understanding that information, seeking out facts and making my own assessment, because it’s going to govern my thoughts on a topic that’s pretty large. It’ll drive my voting behaviors, it’ll drive if I decide to support a particular political candidate one way or the other. Now, let’s contrast that with something that I say it really isn’t important to me and I’m not going to be able to have a big impact on it, other than every first Tuesday in November. So, am I going to really worry about that issue? And if the answer is “No”, then I’m not going to give it any air time; I’ve got better stuff to do.

Pete

Mike Figliuolo
Yeah, I think it’s definitely the 5 “Why’s” and the 7 “So what’s”. So, the 5 “Why’s” – when you see something happen, ask “Why” five times. And by the time you get to the fourth or fifth “Why”, there’s an insight there, there’s a root cause there. The way that works is, we had a client where I learned the 5 “Why’s” the first time, and I was an analyst on the team, and my engagement manager asked me, “Mike, what analysis did you do this morning?” I said, “Well, here are the numbers I ran, and it looks like this one metric is going up.” And he said, “Okay. Well, why?” I said, “What do you mean ‘Why’?” He said, “Why is that metric going up?” And I stopped and I thought and I said, “Well, the client is probably doing this.” And he said, “Okay, why?” I said, “What do you mean ‘Why’?” He said, “Why is the client doing that?” And I stopped and I thought a little bit harder and I said, “Well, they’re probably doing that because of this.” And he said, “Okay, why?” I’m like, “Dude, what is with the ‘Why’s’?” And he said, “Mike, our job is to have insights for our clients. We have to understand the root causes of what’s going on, because once we do, then we can actually make recommendations that address the true problem that they’re facing.”

So at that moment I understood what the 5 “Why’s” were, and we continued to walk that back and understand what is driving this behavior. And it turns out we were initially solving for a symptom, and it was something about their compensation plan that was driving a dysfunctional behavior, which drove another dysfunctional behavior, which was driving the metric to go up. So by walking that backward, just stopping and seeing something happening – some event, some symptom – and then walking it back, versus just jumping in to solve the symptom, helps you solve a deeper-seated problem. So that’s the 5 “Why’s”.

Pete

Mike Figliuolo
Yeah, sure. So, let’s see. Let’s talk about my health insurance. Let’s have some fun with this one, not that that’s a raw wound that we’re opening right now. But okay, so my health insurance premium went from $960 a month to $1,600 a month. Okay, why? Why did that happen? Well, it’s because the insurer raised their rates across the entire population. Okay, why? Why did the insurer raise their rates? Well, either because their losses have been going up and they were paying out a lot more in claims last year than they thought, or because they want to be a lot more profitable and they’re just going to start gouging consumers.

Now I’m at a fork where I say, “Okay, which of those seems more likely?” And they’re probably not going to gouge, because it’s just bad business to do that; you’re not going to be able to survive long in that market. So it’s probably because their losses are going up. Okay, why is that happening? Well, it’s probably because the risk pool got adjusted a few years ago when there was a change in the law, in terms of who is eligible, whether they’re going to accept pre-existing conditions, and we put a whole bunch of people in the risk pool for getting insurance that didn’t have it previously. So now it’s just a riskier population and those costs are going up. Okay, why? Why did that happen? Well, we were trying to insure more Americans.

Okay, now I get it. Now I understand what the root cause was – I changed the eligibility population, and that has these downstream impacts, in terms of the cost of my policy. And then you’ve got to get to a point where you say, “Okay, what do I do about that? Is there something I can do to change the way that we’re handling the people in the risk pool? Well, personally, can I change that? No, but could it inform the way I think about Medicare, Medicaid legislation? Can it inform the political candidates that I decide to back or not back?” And then you’ve also got to step back and say, “Okay, how much is for the greater good?” kind of thing. And that’s just one of those things that you walk it back that far and you understand what really made this happen.

Pete

Mike Figliuolo
I use a tool called a “logic map”, where you have a problem and then you look at what’s driving that problem, and then below that you say, “What are the drivers of that?”, and then below that you say, “What are the drivers of that?” And you just keep disaggregating that big problem into smaller ones. So for example, if my client’s company profits are down, that’s a really big problem; I can’t solve that in one fell swoop. So I break that down and say, “Well, what’s driving profits being being down? Well, it’s either revenues are down or costs are up, or some combination of those two.”

Okay well, those are still big problems – let me break those down. Well, if revenue’s down, it’s either prices are down or volume is down. And again, it might be a combination of those two. But that’s still a big problem. So I think the answer might be on the volume side, so let me break volume down. Well, volume is down either because current customers are buying less, or we’re not selling as many new customers. And all of a sudden I can start seeing some possible solutions emerge. I can get my arms around, current customers aren’t buying as much, so maybe I can go out and place some sales calls on my current customers, or I can go out and try and sell that one new customer along the way. So by breaking that big problem down and disaggregating it into its component parts, I can start seeing what the underlying issues are that are driving the big problem.

Pete

Mike Figliuolo
Yeah, a lot of folks hear about the 80/20, but they don’t know its origins. The 80/20 rule was first coined by a guy by the name of Vilfredo Pareto, who’s Italian, of course. And Pareto was a bit of an economist, and he noticed that in Italy, 80% of the land was owned by 20% of the people. And he said, “Well, that’s kind of interesting.” He was also a gardener, and he noticed that 80% of the peas in his garden came from 20% of the pods. And he said, “Well, that’s really interesting, that peas and real estate demonstrate the same behavior – that 20% of the causes drive 80% of the outcomes.” And he coined what’s called “the law of the vital few”, which is really getting you to focus on those 20% of the causes that are driving 80% of the effects.

And I had one situation where I was running a team, one of the people on my team had a portfolio of accounts he was responsible for – it was about 500,000 accounts. And he came to me one day and said, “Mike, you didn’t know I was doing this, but I built this awesome model that helps me totally predict behavior of some of the consumers in my portfolio.” I said, “Well, that’s really cool.” He said, “Yeah, and with that production I can take a differential action and I can have financial impact by treating those accounts differently.” I said, “That’s awesome.”

I said, “I have two questions. One, how many accounts in your portfolio demonstrate that behavior?” And he said, “Well, about 5,000.” I said, “Okay, second question. How many accounts are in your portfolio?” And he said, “About 500,000.” I said, “Hey, how about we focus on the other 495,000 accounts, because as cool as your model is, affecting 5,000 accounts will not have an impact on this business. So stop messing around with small stuff.” And his behavior building that model was a gross violation of the 80/20 rule.

Pete

Mike Figliuolo
I think the first place to do it is your inbox. And you look at the hundreds of emails that pile up in there, and just think through how much time you’re giving each one and which of those are the important ones and which are the ones that just aren’t. And I look at my inbox and it’s probably blown up right now and I’m constantly getting stuff in there, and I used to get a lot of unsolicited emails from sales people, business development people – since I run my business they’re trying to sell me their solutions or whatever.

So I get these all the time. And I used to be a pretty polite guy; I’d be like, “Okay, they’re running a business. I know what it’s like to be an entrepreneur.” I would write them back and say, “No, not really interested. Thanks for your note.” And then they would write me back invariably and say, “Well, are you sure, ’cause this could really work?” And then I’d write back, “No, not really. Definitely not sure.” And I finally sat there and said, “What am I doing? You idiot, you idiot. You’re giving them all this time, and time is your most valuable resource. You didn’t invite them into your inbox, you’re spending time on that 80% of stuff that will drive zero impact.”

And I just one day vowed I’m going to change my behavior. If I didn’t invite you to my inbox and it’s not something that with a 10-second glance I look at your email and say it’s a fit for what I do, I delete it. And if it shows up again the next time, I then block your email address, because I don’t even want to deal with the two nanoseconds it takes for me to delete a message. So, where I encourage people to go is, go to your inbox and sort of filter that stuff and say, “Of the 100 messages in there, which are the 20 that actually matter, in terms of my job performance, in terms of team performance? And then what’s the 80% that isn’t going to have any real impact, and how many of those can I delete, how many of those can I just sort of mail it in with a quick response?” And just sort of re-prioritize your work.

Pete

Mike Figliuolo
Well, my inbox is usually pretty manageable; I think right now I’ve got 30 emails in there total, and I’m freaking out a little bit because usually I’m under 15. And the way that I manage that is, I get to do one of three things when I get an email: I can read it and respond immediately; I can read it and delete it; or I can read it and act on it later if it’s something that’s big and meaningful.

And and you have to do it right when you read that email; you have to make one of those three choices, because there’s so much friction in our day of, I open an email, I look at it and I say, “Oh, I’ll get to this later.” And then later on I come back and I open it again and I go, “Oh, I’ll get to this later, I’ll get to this later.” And they keep piling up, and just the friction of opening and closing that email, and opening and closing it, will suck so much time out of your day. If instead you open it and say, “Okay, this is from Mike. I understand what he wants; I don’t need to answer this. Delete.” And you delete it in that moment – you’re going to be a lot more efficient, you’re going to actually save a lot of time.

Now, for folks that I coach – I do some executive coaching – and when they show me their inbox and there’s like 2,000 emails in there, the first thing we do is we stack it by name, and then we go in and find, “Okay, all of these from Mike – we don’t need those anymore. We highlight them all, we delete them.” After we do that by name and that deletion, then we go through and file ones that can be filed. So a lot of folks will have standard reports, and they’ll get that stack of emails from a report team. It’s like, “Okay, let’s highlight those all and and put them in the report folder, ’cause you don’t need them in your active inbox.”

Then we’ll sort by subject line, and we’ll go through. There’s that one thread with 30 messages in it – okay, let’s delete the other 29 in that thread so we’re down to one item in that thread. And usually just those two actions takes care of about 40 to 50% of the inbox, believe it or not, if somebody’s got a really clogged up inbox. And then from there, adopt the new behaviors of read and delete, read and respond, or read and do later, when you have a meaningful chunk of time to act on the request.

Pete

Mike Figliuolo
I think that’s really a function of your role and your style, and how you prefer to consume information. I am a sort of “instant in, instant out” – that’s how my brain works really well. So my email is always open, and when something comes in, I’ll throw an eye to it, and it’ll be read and respond, read and delete, or read and do later, typically. And it’s not like I’m just sitting there glued to the screen all day waiting for emails to come in. If I’m working on something meaningful, like this podcast conversation, my inbox is closed right now. And I know there’s emails coming in. As soon as I get off, I’m going to tackle it and just sort of whack through the things that I can get out of there and know what I’ll do later on.

Other people function much better in chunks, so they may do three blocks of email during the day – they may do a morning block, a lunchtime block, and an end-of-day block. But again, it’s still going to be the same behavior that I encourage, which is read and delete, read and respond, read and do later. And read and do later is for something that you can’t respond to in that moment, like I would have to run an analysis for you. I’ll read it and do it later, I’ll put the analysis actually on my calendar and say, “I’m going to block this one hour to do this one email”, and then I will get it done when it comes up on the calendar.

Pete

Mike Figliuolo
No, it’s not that simple. I wish it was, but it’s not.

Pete

Mike Figliuolo
So, when you look at a solution, and let’s say I’m going to fix something, I should ask, “Okay, if I fix this, so what? What happens? What’s the implication?” And then if that implication comes to pass, “Okay, so what? What happens if that gets fixed?” And then if that changes, “Okay, so what?” And what it’s preventing is the issue of, you think you fixed something now, but you created a new problem in the future that you now have to deal with. And by the way, it’s a bigger problem than you originally started with.

A lot of times I do this – I’ve finished basements, I’ve finished attics, putting up framing and Sheetrock and wiring and everything, and I don’t always do the “So what’s”. So, at one point I was doing a built-in sort of very simple entertainment center, and I said, “Well, this is going to be hard to construct in place, so what I’ll do is I’ll build the frame on the floor and then I’ll just pick it up and put it in place, and then do all the finishing up there.”

So I build this giant frame on the floor, and then I go to put it in place, and I start tilting it up, and I forgot about a guy by the name of Pythagoras, who would have told me, “Hey, you idiot, the hypotenuse when you start tilting this thing up is going to mean that it will get jammed on the ceiling before you put it into place.” So Mike didn’t think about the “So what” if I build this on the floor and I need to stand up, so what happens? Well, that means I’m going to need to stand it up and it’s going to be at an angle. Okay, it’s an angle. So what? Oh, the ceiling height is lower than that angle, which means this is going to get stuck and I’m going to be sitting there beating it with a 5-pound sledge hammer for about 45 minutes to get it into place. So it’s just seeing what new problems you can end up creating if you solve the problem at hand.

Pete

Mike Figliuolo
It does. So The Elegant Pitch is all about how do you create a clear and compelling recommendation with the right facts, the right data, and do so in a way that your stakeholders will buy into it and approve your idea. So, it does require the critical thought to say, “What does my stakeholder want? What is my recommendation and how does it tie to their objectives, therefore what’s the right information that I’m going to need to bring to the table to create a persuasive case? What’s the right way for me to structure my argument? Do I talk about financials and operations and marketing, or do I talk about marketing first, and then operations and financials?”

And just thinking about the logic of what’s going to underpin your argument, and then how do you package and share that idea in a clear and compelling way. And the biggest tide of critical thinking is, with critical thinking you come up with your solution – you figured out what the real problem is and you generated a solution – but unless you actually get to implement that solution, then all that thinking is worthless. So, what The Elegant Pitch does is helps you understand once you have that really cool solution, how do you then make it into something that people will sign off on and give you the resources to implement.

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

Mike Figliuolo
I just encourage folks to just pause. When you find yourself reading something, whether it’s in the workplace or on the news or anywhere – anytime you feel that reaction, just pause and say, “Okay, what’s really going on here?” And parse that and say, “What are the facts, and what are my assessments?” So you see a colleague do something in the workplace and we kind of blow up at it – “Joe is such a jerk and I can’t believe he did that” – it’s like, “Hang on, hang on a second.”

Let’s look at the facts of the situation. So, Joe did this. Joe left the printer cover open and therefore the printer wasn’t working.” That’s the fact of the matter. Now let’s draw an assessment from that; let’s come up with other possible causes of what’s going on. Maybe Joe didn’t notice that he left it open, maybe Joe meant to leave it open and he really is a jerk. But before we just jump off and say, “Joe is a jerk”, just stop, think about this for a second and separate fact from assessment, and really challenge those things.

Pete Mockaitis
Okay, perfect. Now, could you share with us a favorite quote, something you find inspiring?

Mike Figliuolo
For me, I go to Hemingway. And the quote is, “But man is not made for defeat. A man can be destroyed, but not defeated.” And that comes from The Old Man and the Sea, and I read it when I was in 8th grade and you’re not exactly the most cerebral person in the world when you’re a 15-year old boy; you’ve got other things on your mind. And I remember I read that quote and it resonated. And I finally figured it out several years later. The quote stuck with me constantly, and I finally figured out why it spoke to me. And what he’s saying is man is not made for defeat. Defeat as a choice, defeat is, “I give up. I’ve tried as hard as I can, and I just give up” – that’s defeat. Destruction is an external force, and that’s me fighting as hard as I can, as long as I can, and I just lose because the world has bested me and I’ve been destroyed.

And what Hemingway’s saying is man is not made for defeat; it’s not in our nature as human beings to give up, it’s not how we’re wired. A man can be destroyed, but not defeated. So anytime I’m sitting there and feeling like something’s going wrong in my life, something’s going wrong with the business, we just lost a big account – whatever it is. And you sit there and you want to throw your hands in the air, it’s like, “Hang on. A man is not made for defeat, so what are you going to do about this? How are you going to tackle this problem that is before you?” And it’s always helped me reorient my thinking during those most challenging moments.

Pete Mockaitis
Excellent, thank you. And how about a favorite book?

Mike Figliuolo
I can’t say any of mine, right? So I’m not allowed to say any of my books. Let’s see. One that I always go to is called The Obstacle is the Way, and it’s basically an exploration of stoicism as it was developed by Marcus Aurelius. Now, I know that sounds like some weighty stuff. The book is like 180 pages long; the first 90 is a study of what is stoicism and who are some famous stoics, and I’m not talking just about Greeks and Romans. He looks at business people, current business people who’ve taken a stoic approach to life as well.

And then the second half of the book is how can you apply the principles of stoicism to your life and be able to get through adversity, get over those obstacles that you face. And the reason the book resonated for me is when you go to West Point, which is where I did my undergrad, West Point is it an institution that sort of beats stoicism into you. It’s just daily adversity for four years and you best learn how to overcome those types of obstacles. So the book itself, The Obstacle is the Way, does a really nice job of capturing that school of thought, and then making it something that’s accessible and practical and applicable.

Pete Mockaitis
Excellent, thank you. And how about a favorite tool?

Mike Figliuolo
Are we talking hand tools?

Mike Figliuolo
Yeah, for me it’s always just been the good old hammer. I’m a simple guy at heart. I was a tank platoon leader; when something was broken, you got out the hammer, you got out the ranch, and you got out the baling wire, because it’s one of those three things that’s going to solve your problem. I guess where I’m going with that is, I like simple tools. The tools that we teach in classes, the frameworks that we use tend to be very simple – the 5 “Why’s”, the 7 “So what’s”, a logic map, because if a tool is simple and you understand how to use it, you’re going to use it more frequently and eventually get really, really good with it.

And if I give you a big, complex tool with a lot of different moving parts and it’s got to be plugged in and it’s got 18 steps before you can use it, you’re not going to use it. You’re not going to use it and you’re never going to build any sort of facility with it; you’re going to be frustrated by that tool because it’s so complex. So, for me, I think a hammer is a pretty good metaphor for how I think about learning and training and how we apply our craft in the classroom.

Pete Mockaitis
Cool, thank you. And how about a favorite habit?

Mike Figliuolo
A favorite habit. A favorite habit is getting up same time every day and hitting the same morning routine every day, on days where it’s possible. If I’m getting on a plane – okay, the routine’s out the window. But it’s get up, hit the desk, read the news, update the finances, clear out some of the email from the night before, shower, get changed, have the green tea, and then start in on the day. But just that routine in the morning kind of gets the body moving, gets the brain moving in a certain direction, and it generates that initial momentum for me, that carries through the rest of the day. If you want to mess me up on a given day, change my morning routine. Screw something up in that sequence and I’m just off. And it may be just that I’m obsessive about the way my world works – I don’t know, but that routine is something that I encourage people to find ’cause it gets you in that rhythm pretty quickly each day.

Mike Figliuolo
I go to personal conversations really, from coaching or from classrooms, and I think one of the biggest things that’s always had a pretty powerful impact on folks when I’ve shared it with them is when I hear somebody say, “Well, I have to do X, Y and Z.” I stop them and I say, “Hang on. You don’t have to. You choose to.” And it’s like, “What? No, I have to go to this meeting with my boss.” I say, “No, you don’t. You choose to go to the meeting with your boss, because you understand there are consequences and you are choosing not to accept a different set of consequences. But you don’t have to do anything.”

And just by reframing that and helping people understand, “I am making a choice here” versus being forced to do something, it all of a sudden allows people to regain control of their lives. When you look at somebody who says, “My life is out of control”, they basically outsourced the ability to make decisions to the world around them. And you’ll hear them say a lot, “Well, I have to do this, I have to do that, I have to do that”, and they’ve given up control, and therefore they feel out of control and it’s very disconcerting.

Just by that small change in, “Hey, I choose to be on this interview right now, I choose to not send my dogs to daycare when I’m going to be on the interview, and the consequences.” I’ve got a poodle looking at me scratching to get in the room, and I’ve got a Jack Russell playing with a tennis ball over here and I’m hoping both of them don’t bark. But that was a choice – I don’t have to have them in the house when I do this; I made a choice, and there’s consequences to every choice we make.

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

Mike Figliuolo
They should go to ThoughtLeadersLLC.com. And you can find my contact info there, and our blog is there, and we share a lot of great info on the blog on a pretty regular basis.

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

Mike Figliuolo
Stop and think. Just stop and think – before you say something, before you react, before you send that email where you’re upset, or you file that complaint, or you launch that new initiative – just stop and think. Think for like five minutes about the 5 “Why’s”, the 7 “So what’s”; think through what’s fact and what’s assessment. Just stop and think, because you’re going to get to a much better solution.

Mike Figliuolo
Great, thank you very much for having me.

211: Creating Great Choices to Resolve Tough Questions with Jennifer Riel

By | Podcasts | One Comment

 

Jennifer Riel says: "Spend time with people who challenge and provoke and totally disagree because it helps you understand where your own thinking is limited."

Jennifer Riel illustrates how successful thinkers can create great choices rather than tolerate unacceptable trade-offs via her practical methodology for implementing integrated thinking.

You’ll Learn:

  1. Why you should fall in love with opposing approaches to solving a problem
  2. How to hold two approaches in tension to discover optimal solutions
  3. The three questions to creating better answers

About Jennifer

Jennifer Riel is an adjunct professor at the Rotman School of Management, University of Toronto, specializing in creative problem solving. Her focus is on helping everyone, from undergraduate students to business executives, to create better choices, more of the time.

An award-winning teacher, Jennifer leads training on integrative thinking, strategy and innovation, both at the Rotman School and at organizations of all types, from small non-profits to some of the largest companies in the world.

 

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