Crisis Communications

Your Work Friends Podcast: Crisis Communications with Anne Marie Squeo

Crisis doesn’t wait…

One wrong message can tank your reputation. One delayed response can cost you trust. When the pressure’s on and the spotlight’s burning, do you know what to say?

In this episode of Your Work Friends, we dive into the art and science of crisis communications with expert Anne-Marie Squeo. From understanding what qualifies as a crisis to mastering the first 24 hours, this conversation is packed with actionable insights for leaders, teams, and anyone navigating turbulent times. We’re giving you the playbook for crisis communications—so you don’t freeze when everything falls apart.

Listen or watch the full episode here

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Speaker 1: 0:00

But it wasn't three hours later, when I was getting my car to drive to work, that I got an urgent phone call that the blimp was about to crash and it was rush hour. It was Pennsylvania I-95 was in its path. I was like, oh, jesus Christ going on mel what's up?

Speaker 3: 0:32

what's up? Um, I have good news, you have good news, I like it. You know, I do starting uh, next week the sun sets at 5 pm oh.

Speaker 2: 0:43

Oh, my gosh, I'm telling you during the winter nuts, nuts, winter nuts. What, what is on my mind During the winter nuts? With my sweaty balls, during the winter months, I become a bear. I am just like oh, it's 7 o'clock, I'm going to get my jams. It is not good, listen same.

Speaker 3: 1:05

It has been getting dark at like around, like November-ish December. It starts getting dark at 3 pm. It's unacceptable. Is it 11? I have my slippers on, oh my gosh. Well, we were incredibly lucky to sit down with Anne-Marie Sgueo today, who is an expert in crisis communications. She is the CEO and founder of Proofpoint Communications. She's a strategic branding communications and crisis PR maven. She's also a Pulitzer winning business journalist, and two words to describe her battle proven. What did you take away from this conversation?

Speaker 2: 1:51

I love crisis communications. I think it's just a fascinating topic about how companies and how people respond to crisis, and there was a lot that Anne-Marie shared that looked really under the hood around how this all works within organizations, how decisions are made and, honestly, what good looks like. That I did not know and I think is really, really eye-opening for anybody listening. What did you think, mel?

Speaker 3: 2:18

Absolutely agree. If you're a leader in an organization, you're going to find this episode extremely useful and helpful. She gave some pretty clear tips on. This is how you show up and this is how you pull through and come together. So with that, here's Anne-Marie we are so excited to have you join us today on your Work Friends, and I'm going to jump right in with a headline that came out from Axios and I want to get your thoughts. They said CEOs are enjoying a hot speech. Winter, when we're speaking out in outrageous ways, carries no cost and we know recently we saw the UnitedHealthcare CEO not really dealing well with critical crisis and Mark Zuckerberg's comments on the Joe Rogan podcast on how that's impacting meta. What are your thoughts on that statement?

Speaker 1: 3:24

podcast on how that's impacting meta. What are your thoughts on that statement? There's always a cost. The question is how you're measuring it. We'll go back to United Healthcare.

Speaker 1: 3:36

I think Zuck's comments are, frankly, just bizarre and I keep wondering what his wife thinks. But a lot of my friends have gone off threads. They've gone off Instagram and closed their Facebook accounts. There's a critical piece to this in terms of has no cost, right.

Speaker 1: 3:51

One of the things that I've been thinking a lot about is, you know, when Jeff Bezos pisses us all off and you know, we're like I'm not using Amazon anymore. I'm just I'm not, and I tried this. Actually I tried this for a couple of months last year and it's really hard. So if you're addicted to the product or service and you have been for the last five years then it's probably unlikely you're going to get unaddicted. But if it's more marginal in your existence, so the Washington Post subscription, that is like the eighth thing I read any day. I can live without that Right. So I mean, I think that it's going to be hard for CEOs to say there's no cost, because for some it might appear that way because their product or service is so essential to our lives that most of us can't imagine we'd be punishing ourselves if we cut it off. But if you don't fall in that category and most people don't then there are going to be repercussions for doing things that piss off 50% or more of your customers, subscribers, whatever.

Speaker 3: 5:03

Yeah, I think Francesca and I were talking about this before the session and one of the things we both agreed on was there's maybe five people, I think Francesca you said, who have a few money to be able to not have a cost to their statements.

Speaker 1: 5:16

Yeah, I mean again, most CEOs, I think, measure the cost financially. But bad reputations have bad financial implications and they might not happen immediately. But one thing that I think that is a mid-term kind of outcome of, say, meta's CEO's comments is you're already seeing blue sky and all these competitors come up and they're going to get better. Just like threads stepped in to pick up where Twitter X left off, someone's going to step in and pick up where both of those guys left off and run away with it. And the eyeballs and the advertising money Don't count too soon. I wouldn't count my chickens before they're hatched, because it might not be that the next three months are impacted, but the next 12 months may well be as alternatives come to bear.

Speaker 2: 6:12

It's so fun to watch. There's, I imagine, in your area, someone's always in crisis and, to your very good point, you started this by saying going through the Trump administration, every organization is going to be in crisis because of all the change that's going on. And I'm curious about how do you define either like a PR crisis or crisis communications? For those that don't know about this topic, what is it?

Speaker 1: 6:34

Oh, this is a great question because, you know, I've definitely worked places where the CEO or senior leaders thought everything was a crisis, you know.

Speaker 1: 6:45

So if we're not included in a story, it's a crisis, and if we are included in a negative story, it's a crisis, and you know, I think that all of us in the industry have to kind of set a barometer for what actually requires a crisis response, and that's an important conversation and level setting that needs to happen in every organization, because if you, the communications team, are not aligned or at least educating your leaders about what makes the cut for when we're going into crisis mode, you will spend your entire day and night and weekends fighting fires that are not important and you'll never get to the good stuff and the important stuff.

Speaker 1: 7:31

So I think, if it's a real crisis, francesca, I think it's got real reputational and financial implications for a company and business implications. So you are a railroad company and your railroad went off the tracks in Ohio and potentially poisoned an entire community with toxic things that came out of the cars. You've got a crisis and it's going to potentially result in regulatory repercussions, punitive government, punitive repercussions, lawsuits, environmental related issues. That is a legitimate crisis. I would say things that no one's going to be talking about in 24 or 48 hours, not a crisis. So I think, by definition, a crisis is going to be longer than 48 hours. You may feel like it's a crisis in the moment, but if it's going away and no one's going to remember it in a year, it wasn't a crisis.

Speaker 2: 8:31

I'm curious about that timing right, I mean within 48 hours. If no one's going to be talking about it, it's not a crisis. I'm curious on the other aspect of that because, especially with social media, the first 24 hours of a crisis, or that after something happens, the train derails and spills chemicals, the LA wildfires are happening, UnitedHealthcare CEO gets shot, the BP oil spill that first 24 hours seems like it's so critical. And then, especially with social media, the speed of which information gets put out into the ether. How important is the first 24 hours If you've identified that this is in fact a crisis? How important is that first 24 hours as an organization?

Speaker 1: 9:16

It's very important to establish trust and confidence in whatever comes next. I think the challenge of the first 24 hours in some of these situations is you don't really know a lot in that first 24 hours, right, whether it's an oil spill, a plane crash, a derailment, a cyber attack, I mean there's some stuff you know, but there's so very much that you do not know and you won't know for a while. But you have to establish the kind of connected tissue that you're going to need in this situation and whether you're going to be viewed as someone who's withholding information or going to be forthcoming when you can be information or going to be forthcoming when you can be. And the challenge, of course, in social media things tend to move much more quickly. You know, like years ago, right, like you know, we didn't know when there was a crisis until the news came out the next day. So I mean, you guys might be too young to remember that, but I mean now everything's like people might know about it on social media before even the company is aware that something happened. So it creates both benefits and detriments in any crisis situation because on the pro side, you can use social media to find out, so you can be listening all the time, and so if people start talking about something, you know about it before it becomes a wildfire and you can disseminate information more broadly more quickly because of it. But so can dis and misinformation get disseminated more quickly, and now you don't just have a crisis of the underlying event, you have a crisis that you're trying to contain information that's actually inaccurate about the underlying event, and so it has definitely made the job of a communications team, a crisis PR team and a leadership team exponentially harder, because you've got all these moving pieces and you can't afford to wait. And yet you can't afford to be too detailed either, because you might be issuing a detail in the first to make it up 10 hours turns out not to be true, and now you've got to go back and correct.

Speaker 1: 11:39

Now you've started to break trust right, and we started with first. We want to establish that we are going to be a trustworthy communicator in this situation. You know, the wildfires are sort of an interesting example where I've got a lot of friends who live in LA. Many have been evacuated. Luckily nobody's lost their home yet that I know of. But every single one of them said the communications have been God awful and you saw it in some of these press interviews that they were doing where fire chief was dissing the mayor and the mayor didn't know and she's smiling. Meanwhile, people's homes are burning down and I'm thinking I wouldn't trust this crowd at all, especially if my life and my family's life was in danger.

Speaker 1: 12:24

So that's really that first 24 hours. I think we all recognize you might not know enough, but you've got to establish that I'm going to be a trusted partner with you in this endeavor. That feeling is something that's either going to help long-term in managing this crisis or it's going to hurt you long-term in attempting to manage the crisis. So that getting the right spokesperson out there, having a transparent and trustworthy demeanor, not hiding facts that are easily known from multiple sources but you're not willing to confirm it there's so many little things that end up adding up to that. How do people feel about us right now? And I think that's one of the key thing in the first day of any major crisis.

Speaker 2: 13:15

So much of this comes out to planning you had mentioned too earlier on. One of the things you want to do is establish what is a crisis, which I think is super important. So you're not chasing down the fact that you didn't get into Fast Company this month, right, like that's not a crisis. Dora, flying out of a Boeing Max right, that's a crisis.

Speaker 1: 13:36

I'm not sure Apple, in which case it was like great sales point because the phone dropped miles and still was working. That's hilarious.

Speaker 2: 13:44

It's so funny. I live in Portland, Oregon. The door of the Boeing Max landed in one of my neighbor's yards over yonder, so it was like a big like oh, he found the door. I'm like that is not what you want as a company. I'd love to open up the hood a little bit on who's behind these organizations. What's the command center look like for crisis communications? Who is determining what's a crisis? Who is determining at these organizations how to even respond, or who's going to be the spokesperson? What does that typically look like?

Speaker 1: 14:15

And it varies, right, it varies depending on the crisis, the company and the people. So if you've got, let's say, you're a big company and you have a crisis, then you know you undoubtedly have a senior comms person, a chief communications officer, a VP of communications, who's going to be point in theory on that if you let them and they often want to put their voice and their reaction into the situation and it can make it much harder to get to where you might need to be if that's the case. But your command center it's going to change depending on what the crisis is. So the two constants that I have seen in every crisis is comms and legal. We're always there.

Speaker 1: 15:06

Now, if it's a product thing, right, like if it's an airplane crash, the head of the Boeing commercial airplanes business is going to be involved. Probably the engineering folks and manufacturing folks are going to be involved. Legal is definitely involved. Comms is involved, Leadership is involved, but comms and legal are almost in every single crisis. If it's an employee event somebody was killed in the workplace and it's because of whatever reason, you know, hr is going to be involved. Right, it's a cyber attack Then your information security and your technology officer are going to be involved. So it's going to change depending on the crisis, but always should have communications and legal at the table. Looking at that working in lockstep and it's wonderful when that happens.

Speaker 2: 16:00

Yeah, especially because your comms people. That is their craft, that is their skill, and especially when you're the CEO or even if you're head of product or head of engineering. I think sometimes there might be too much of an emotional bias on some of those things.

Speaker 1: 16:14

If you're coming in I don't know if you've seen that, or- not, because, well, let's face it, a crisis is only a crisis because something didn't work right, something went wrong, someone was killed, a railroad went off the tracks, we were breached in a cyber attack, or a customer was breached in a cyber attack, so something didn't work right. It's never a crisis when everything's going well, so that's just going to ratchet up everybody's emotions. From a communication standpoint, it's important to understand that, because we're not actually going to be able to appropriately address this crisis if we don't understand where everyone's coming from, so that we can get them where we need to go. And so it could take a little while and that's the challenge, of course is that in most crises, time is of the essence, and yet you've got to somehow get people on this path with you so you could do the right thing instead of doing nothing, which is often most people's default position, which is let's just say nothing, or let's just say the bare minimum and leave it at that right.

Speaker 1: 17:27

One of the things that I thought was interesting Boeing had two plane crashes within a year and a half or so, and their statements were overly lawyered and ice cold. I mean, everybody uniformly looked at those statements and were like really, 346 people are dead in these two plane crashes and you're like basically thoughts and prayers, and yet you know there's a lot. You don't know when you have to put that statement out, you know could it have been pilot error.

Speaker 1: 18:02

Maybe it's not the airplane's fault. You don't want to overdo it, but you can't come across as being almost uncaring when people's lives were ended and many families globally were impacted by those two events.

Speaker 2: 18:19

It's interesting when you can feel where it's overly lawyered or sometimes it's overly emotional. The one I always remember from grad school is during the BP oil spill and the CEO made it all about himself, like, well, no one's suffering as much as I am and everyone's like you need to go away. This is not about you, but it.

Speaker 1: 18:39

Didn't his weekend plans get ruined or something?

Speaker 2: 18:42

Yes, and you're like I'm sorry, the Gulf of Mexico is completely under crude oil right now, but it seems like comms really is that, for lack of a better term almost like the adult in the room that's helping you strike the right balance for whatever the situation calls for.

Speaker 1: 18:58

You have to be the truth sayer in the room Like you have got to be the one who walks in the room and just says it, and it doesn't always make you very popular to do that. When I was at Xerox and I was the chief brand and comms officer, the pandemic hit. And you know, the week before everyone was told to send their employees home we had already sent our employees in Italy home Because, remember, italy was a really hot spot I went to the CEO and said we need to send everybody home and he was like are you nuts? And I was like no, I mean, have you not paid attention to the news? So we had a whole meeting and nobody else agreed with me. And the next day I had to go back to him and I was like so can we talk about sending everybody home? And he's like I thought we had a meeting about it yesterday. And I'm like, well, we did, but we came to the wrong answer, so we're going to let's have that conversation again. And so he said, okay, you got five minutes to go.

Speaker 1: 19:53

And I did, and he sent everybody home and he told employees in an all employee phone call, like you guys have Ann Marie to thank for me actually getting ahead of this issue. And the way he got ahead of the issue was me saying, like here's the thing. We don't even know what the deal is with this thing. All we know is it's very transmissible from human to human. You are going to send everybody home. So the question is do you want to send them home today and get ahead of being ordered to send everybody home and be perceived as a good leader, or do you want to wait until the government tells you to send everybody home and just do it then? Either way, you're doing it, so you just have to decide when you want to do it and wanted to do it ahead of time. So we sent everybody home and then the order came 48, 72 hours later. He got a lot of credit from our employees.

Speaker 2: 20:38

That's goodwill.

Speaker 1: 20:45

That of credit from our employees. That's goodwill. That's goodwill man. This guy cares about his people. You should have just taken the credit. That's my job is to give you credit and he was like no people should know how that went down. So for communicators, it requires a level of courage for any leader, but especially for a communicator, because there's we're probably the only ones in the room with no direct relationship to the cause of the event. We are probably the most objective person in the room. In a crisis, we have to stand strong and ask the questions and be unemotional and super calm and not accusatory, and just try to get people moving in the right direction.

Speaker 3: 21:38

When you think of essential elements, that communications teams or even if you're a leader right, what's a playbook to have in place to help you contain the crisis, when stuff pops up?

Speaker 1: 21:53

What are the key elements you would include in that? Yeah, it's funny. Playbooks are a thing. There are whole firms that will come in and build you a crisis playbook. I always think that's a hilarious notion.

Speaker 3: 22:06

Seems like it would be situation to situation. Right, it depends.

Speaker 1: 22:10

Right. You can't possibly be prepared for every possible. I mean, now listen, if you run a rail company, you can be prepared for a derailment, right.

Speaker 3: 22:18

Yeah.

Speaker 1: 22:19

Yeah, you got that the same thing with an airplane crash but for the most part, there's going to be stuff that happens that you never thought you were going to be involved with. So I'm not a big believer in playbooks.

Speaker 1: 22:31

In fact, at one company I worked at, I arrived my first week somebody came over and handed me like this three quarters of an inch thick crisis playbook and I was like really, and I put it in the drawer and I never, ever looked at it, and this was a company that had many crises during my tenure there but we never once related to the book, and I'll tell you, no CEO has ever asked me what does the police playbook say about how to handle this crisis?

Speaker 3: 23:02

Let's go through our manual.

Speaker 1: 23:05

It says, if an employee dies. So I am just a big believer in all the pre-work that makes it possible to successfully manage a crisis, a crisis. So hire really good people with diverse experiences, who may have handled various crises in different companies or at agencies or whatnot, and then let them tackle the problems when they start happening. Establish authority and trust with the leadership team, because it actually doesn't matter if you're in charge and you have a playbook. If the CEO doesn't trust you, you are not going to be able to influence the outcome of this crisis. Define what a crisis is. Who needs to sign off on the actions related to that crisis.

Speaker 1: 23:58

I'm just a really big believer in hire people with good judgment, great experience, different experience, and make sure that everything that you're doing up to the point of the crisis ensures that you have the authority and the trust and the seat at the table to influence and drive that discussion and that outcome, because otherwise you're just you're. You're just going to take it along for the ride. Don't be a passenger on this bus. Drive this bus.

Speaker 1: 24:26

We're really the only ones, as I said, that are sort of objective in this situation and have that external sensibility to understand what's happening outside the business so that we can bring that to whatever solution and communication strategy we're developing.

Speaker 3: 24:44

I think you make the best point is that the communications team is probably the most neutral party in any room when they're dealing with something like this. You just bring a different point of view, that and it takes out the emotions completely from it, which is needed. How do you manage those emotions up front if you're a comms person?

Speaker 1: 25:01

Listen and empathize with that person, because often all that person really needs is to emote. They need to get all that they're feeling out there and they're probably going to get to the right place. But if they don't have the space to do that, you're going to be bouncing up against it when you're trying to get them someplace else. So I do think that despite the fact that we are communicators because we are, in theory, better at communicating I think this is one of those very important situations where it's better to just listen to people and let them go through it If it's 20 minutes an hour whatever because they're probably going to talk themselves to exactly where you need them to be, or close to it, and then understand that those emotions are real.

Speaker 1: 25:50

If you're a CEO and say, like you're in a precarious position. Your company's not financially performing that well. There have been, you know, major recalls or something on your product and other things, and now a crisis hits. You're scared. That's your number one response is, even if you're not articulating it, there's like a knot in your stomach Like is this the thing that's going to push me out the door? What you need is a comms person who understands that. That that's your starting point, but here's where we need to go and actually, if we manage this crisis really well, it will elevate your standing instead of being the nail in your coffin.

Speaker 3: 26:31

That makes sense. One of the things that we talk about often is transparency and how transparent you can be, because we're always up against general counsel and their feedback as well around what you can and can't say. How do you balance transparency with the legal constraints that come up during a crisis?

Speaker 1: 26:51

I mean. The thing is, you don't want to build trust between the comms and legal team in the middle of a crisis, right? Because if it's not there, trust me it's not coming that week. So that's a relationship that is so absolutely essential. That comms legal relationship. I have never had a general counsel. Well, actually, once, once I had a general counsel and it was painful not to have that trusted relationship. But in every other role we were like attached to the hip because we understood there was going to be so many touch points where we were going to have to come to mutually agreeable decisions that we had to be on the same wavelength. And who can build the relationships that are going to allow you to influence the solutions, move quickly and do it with trust, because you can't build it in the middle of a crisis.

Speaker 3: 27:50

So say someone's day one on a new job. They were the new comms leader. How do they quickly because you have to get that buy-in between multiple departments as soon as a crisis comes up how do they quickly gain that trust from business leadership, from those department leads? What's the best way for them to build trust quickly?

Speaker 1: 28:12

I guess not screw it up, but I actually had this happen to me. I did have this happen to me. It was my first week at Lockheed Martin and a major military program. So I was on like day two or three a major military program. The Pentagon had changed the acquisition strategy and thrown everything into flux and I remember standing in the middle of my office thinking, jesus, what are we doing now? And I just like gathered all the people who needed to be in the room on this.

Speaker 1: 28:44

Even though I was the new person, I was like, okay, we have a crisis, we need to come up with a media statement, a media plan, at least for 24 hours, then we can regroup tomorrow, cause this was at like four o'clock in the afternoon, I pulled everybody together, we figured it out, we moved out the statement and it worked fine. And then the next day we got to work as a larger group on a plan. If you're new, like you're going to need to pull in the people who are there and use your best judgment. This is where the judgment piece comes in, because judgment isn't something that like appears. You can't go to Walmart, pick it up off a store shelf.

Speaker 3: 29:18

Yeah, agreed, well, I think it's one kudos to you, because, holy cow, day three, that's a big, that's a big thing to do.

Speaker 1: 29:25

In fact my email. They had misspelled my email, so my actual email at the company still wasn't working. So I was having to call people and be like can you just come to my office Because I can't email you, and we just had to move quickly, email you and we just had to move quickly. I actually love those.

Speaker 3: 29:43

What do you think? They're fun. I can see you easily doing fine under pressure. What do you? What do you think was your secret sauce in that moment, though? How did you get everyone to go along with what you?

Speaker 1: 29:55

staying calm. You know I had I'd written about the defense industry as a reporter, I had worked at a different defense company, I understood the subject, I understood what we were dealing with and so I could move really quickly If I hadn't. I think, at the end of the day, most of us know what the right thing is to do in the moment, and the harder part, as we've been talking about, is getting other people there, and so in this case I guess I got more latitude than somebody who was totally green would have gotten, because I was a known entity and people trusted me Right. Otherwise that trust would have to be developed over time.

Speaker 3: 30:36

Yeah, Like so. Trust truly is the secret sauce for it to be effective.

Speaker 1: 30:40

I think it is. I think it is.

Speaker 2: 30:41

Yeah, I'm very curious about one of the most unexpected crisis scenarios that you managed through. You don't have to name names, but is there any that comes to mind where you're like that was unexpected.

Speaker 1: 30:53

Yeah, actually A blimp, a blimp.

Speaker 2: 31:02

Like the Goodyear blimp, like the Goodyear blip.

Speaker 1: 31:05

When I was at Lockheed we had this prototype airship it's called the Hail Deep and we all got up at 3.30 am to watch this massive, massive it was like, I think, five football fields long airship takeoff from a dock in akron, ohio. It was beautiful dawn, lovely, but it wasn't three hours later, when I was getting my car to drive to work, that I got an urgent phone call that the blimp was was about to crash and it was rush hour. It was pennsylvania i-95 was in its path. I was like, oh, jesus Christ, so that was definitely a crisis. I mean, again, we had a plan for what would happen if we had issues with it, but it really looked like it was going to be a flawless test and it did not. It was not a flawless test and it ended up coming down in a wooded area very close to a beaver dam in Pennsylvania. The good news was we immediately dispatched a communicator to the beaver dam to answer all the local news press questions. So we basically it wasn't like a national news story, but certainly in the Philadelphia, ohio, pennsylvania area you know it was a couple of days of coverage of this massive airship that went down and, you know, working again by the before.

Speaker 1: 32:31

It took 10 minutes to get to the office. By the time I got into the office, we had all the necessary people on the phone. I'm like where's the airship? Like it was just like drilling the questions. Like, okay, I've dispatched this person, let's get this information written up, get it into that person's hands. They need to be on site. Reporters are going to come to the location. Blah, blah, blah. Work with the local authorities. We were seamless. I had everybody on an open line in my office for three hours. I was like, just come back and talk on the squawk box, I'm leaving the line open and so that's you know.

Speaker 1: 33:06

I mean, this is the stuff that happens in the middle of a crisis, you just have to stop doing everything else and just do this.

Speaker 2: 33:14

Well, which begs the point of not having a playbook, because I don't know if you're working at Lockheed Martin, you probably don't think you're going to have to deal with the National Beaver Society because the blip crashed in their dam. Do you know what I'm saying Like? But now here you are.

Speaker 3: 33:27

The ASPCA has got you on a speed dial. Yeah, I can't imagine.

Speaker 1: 33:32

Right, Like you cannot plan for every possible crisis trying to hurt the beavers no no beaver was killed. No beaver was hurt in the testing of the singer ship.

Speaker 2: 33:45

What do you know? If a crisis response was successful, what do you measure?

Speaker 1: 33:52

Nowadays, with social media, there are all kinds of tools that you can listen to how people are talking. So there's the qualitative and then the quantitative. On the qualitative side, you know if people are pissed off. You mentioned UnitedHealthcare earlier and I actually would love to go back to that, but it was pretty remarkable that a man was murdered and people were talking about how hot the assassin was and how people are feeling about your company when they're cheering for the murderer instead of being completely outraged about what happened.

Speaker 1: 34:46

And I would just say one thing I actually think that UnitedHealthcare is doing a very good job with this. So you know, yesterday was their earnings and their CEO of the parent company, United Health, talked about what's wrong with the healthcare system, and he also had an editorial in the New York Times a week or two after the murder happened that addressed it. Now it does beg the question as the nation's largest insurance company, what are you doing to solve the problem? So great that you're now acknowledging that there is a problem, but what are you doing to solve it, which I hope is the next piece for that? But I've seen them lean into this in a manner that I think is better than some companies do in these situations.

Speaker 3: 35:38

I have a quick question follow up for that, because with UnitedHealthcare, what I found interesting, just as an observer and someone consuming, they're getting out at front about acknowledging their role but then their actions seem to not align with their acknowledgement. So, for example, like an article came out yesterday about how they're one of the few insurance companies who are increasing I think it was cancer medication by over 1000% compared to other insurers, making it more expensive for their customers. So when you see like you see the CEO coming out and they're acknowledging it, partly responsible for the state of the healthcare system, but they haven't taken it to what should be the next level, you know as the nation's largest insurer.

Speaker 1: 36:44

Here are the things we're going to do differently, right, boom, boom, boom, boom, right, and and hopefully, fingers crossed that's their next piece, because otherwise, in a couple of months, this yes, it's broken and we're really sorry and we have to all do better is not going to play well with the vast majority of the public, because they're going to be like yeah, we heard that from you for six months now and you haven't done anything different.

Speaker 3: 37:10

It's the new thoughts and prayers.

Speaker 1: 37:12

Right. So I do think that that is always the challenge right, Even if your crisis communications response is great. Boeing had the same issue. Their issue was the problem with the manufacturing of these planes. That has come out and now gotten a lot of media coverage and government intervention and other things right. I often would say it's comms' job to like prepare the garden, fertilize the soil, make sure that it's an environment in which things can grow, but if things don't grow here, that's not my fault, that's your fault.

Speaker 2: 37:47

Can you tell a lot about a company's culture by how they respond in a crisis? Absolutely.

Speaker 1: 37:54

Yeah, absolutely. I mean because that response isn't coming out of nowhere. And if it does come out of nowhere, then it probably won't be trusted. Think about the insurance industry right now and these fires, I mean.

Speaker 1: 38:09

It's not a good scene and they had already cut off people's insurance policies, and I lived in California. Insurance was extraordinarily expensive to get and that was when you could even get it. Now you can't even get it in many places, and I wasn't in a fire zone, but at this point you don't really know what a fire zone is. It could be anywhere. So I think that the way in which these companies have approached their business will make them inherently trustworthy in this situation because of everything that led up to it. Now maybe somebody will step out and do the right thing.

Speaker 1: 38:44

Do the right thing has multiple implications because at the end of the day, many of these are publicly traded companies and they're mining their portfolio for risk and they only want to have a risk exposure of make it up 30%, 40%. So that means we can't cover any of these folks unless they pay this much more money, and that makes it prohibitively expensive and most people can't afford that. And so again, we get down to sort of a situation where, okay, if you're part of the problem, you're also part of the solution. So are you going to lead on this and try to figure out how we might be able to at least address this? So I saw on the news last night. People are hanging signs with QR codes to their GoFundMe pages in the front of their burnt houses in Pacific Palisades so that people driving by can just get to their QR card and give them money. That's terrible In this country, with the kind of money this country has, that anyone should have to have a GoFundMe page, especially if they had insurance.

Speaker 2: 39:51

Agreed. You mentioned that almost every company is going to be in crisis this year. I feel like the insurance companies are like they're in the hot seat. Buckle up.

Speaker 1: 40:01

That kid is going on trial, that man is going on trial for shooting the UnitedHealthcare CEO, and so will the healthcare industry, insurance industry, be on trial, because that is going to be part of that entire trial. There's two trials right now and if they got combined, you know, or maybe even three, if they bring federal charges they'll get combined into one trial. But make no mistake, he will be on trial, and so will the healthcare insurance industry.

Speaker 3: 40:36

I'd love to talk about advice that you personally might give to folks who are in a crisis, dealing with crisis, just based on your own experience. What's your go-to stress reliever? What do you do when you're in an active crisis situation?

Speaker 1: 40:55

when you're in an active crisis situation. Well, after the work, I would definitely have a glass of red wine During it. I mean, I think it's really important to just try to stay calm and clear and whatever you need to do, that is important Exercise or meditate or whatever it is for you. Exercise or meditate or whatever it is for you like. Being very calm and almost impersonal about the situation is really important when everyone else is flipping out.

Speaker 3: 41:26

So that's from a communication standpoint. If you're a leader, in one word, what's the most important quality a leader needs?

Speaker 1: 41:34

Judgment no question Judgment.

Speaker 3: 41:37

What is the best piece of crisis management advice that you've ever been given? Don't be afraid to ask the hard questions.

Speaker 1: 41:44

Often what happens in a crisis is not only are people afraid to ask the hard question, they're afraid to ask the follow-up to the hard question. Up to the hard question. But if you don't know everything that you need to know, your crisis is going to mushroom right, and you could have gotten ahead of it if you had just kept going down that line of questioning to get what else do? I need to know that we're not doing right so I can respond, because there's going to be a reporter calling me about this in less than 36 hours. So tell me everything now so I can get ready for it. So I think, ask the hard questions and ask the hard follow-up questions.

Speaker 3: 42:24

Almost like an attorney. Like I don't want any surprises here.

Speaker 1: 42:28

Yeah, I mean, that's the worst thing that any business can have is a surprise.

Speaker 3: 42:33

Okay, what are some or what's one crisis communication myth that you would like to debunk?

Speaker 1: 42:41

You don't need a playbook. You need courage, commitment and clarity, but you do not need a playbook.

Speaker 2: 42:47

All right, anne-marie, we like to get to know our guests on a more personal level, so I'm going to ask you some rapid round questions that are just light and easy. We just want to get to know you. Are you down? Okay, let's do it. All right, it's 2030.

Speaker 1: 43:04

What do you think work is going to look like? Well, I'm really hoping that the AI is doing all the mundane things and that we're down to a three day work week.

Speaker 2: 43:12

Yeah, I like the world.

Speaker 3: 43:12

We're here for it.

Speaker 2: 43:13

Painting. Yes, yes. What music are you listening to right now?

Speaker 1: 43:21

You know, I listen to such a bizarre blend of music. What was playing in my car just today? I was listening to a little John Legend a little while ago, nice, nice.

Speaker 2: 43:34

All right, all right. Do you know he started as a management consultant? I read that Isn't that wild yeah.

Speaker 3: 43:39

Yeah.

Speaker 1: 43:41

Listen, bain, or I think Bain or BCG. Yeah, it was one of the.

Speaker 2: 43:45

It was one of the MBBs, I thought. I know, mel and I come from Deloitte and everyone's always trying to oh no, it was Deloitte. I'm like it was not Deloitte. We like to claim everything. What are you reading?

Speaker 1: 43:57

I am reading Mel Robbins' Let them Theory.

Speaker 3: 44:02

What do?

Speaker 2: 44:02

you think it is a great way to start the year. Nice, that's a tough one, like that whole idea.

Speaker 1: 44:12

I think that would be. It's tough, right, and I was actually having a little mini meltdown about something last week and I was complaining to my husband and he was like, well, honey, what about? Let them, let them. I was like, oh my God, yes, right, perfect. Was it free yeah.

Speaker 2: 44:28

Yeah, yeah. Who do you really admire? I?

Speaker 1: 44:33

really admire Michelle Obama. I think that she is authentic, I think she has demonstrated really good judgment and I think she lives her values. You know, she's not afraid to live them, and I think that's like one of the most important things we can do, especially as women, and stop trying to contort ourselves into what everyone wants us to be and be who we want to be.

Speaker 3: 44:57

I recently someone on social media said that they're going to RSVP as Michelle Obama going forward when they say no to things and she's not showing up to anything anymore.

Speaker 2: 45:06

There's been all these great memes of her just like no, no, thank you, yeah, no, and I also love the fact that I don't need to give you a reason.

Speaker 3: 45:16

No explanation needed.

Speaker 1: 45:18

That actually is something that I have been over the last couple of years, trying to break the habit of right. Like I always feel like well, what are you going to tell them about why you're not going? And I'm like why do I have to tell them anything? Why does anyone need to know why I'm not doing something?

Speaker 3: 45:33

No is a full explanation.

Speaker 1: 45:35

Yeah, Right, but I wasn't raised like that and for most of my life I always was like I can't do that because I have these other and I'm like you know, nobody cares, Nobody. I'm making a bigger deal out of this than anyone else. No, I can't do it, Sorry, Next time. So I think that it's just. It is something that we have to practice in order to get comfortable with it.

Speaker 2: 45:56

Yeah, and it's definitely a muscle. I'm always like worried about everybody else's feelings and it's like no one gives a shit. You can either come or you can't, it's fine.

Speaker 1: 46:02

And also, at the end of the day, like it doesn't make you nice or not nice to do that, right, it's just, it just is.

Speaker 2: 46:10

Yeah, last one, a piece of advice you'd want everyone to know a piece of advice you'd want everyone to know.

Speaker 1: 46:20

I think it's important to understand who you are and then be the best version of that person. We all spend so much time trying to fit in to different scenarios and situations that we sometimes get so lost and then we're not the best version of anything. So no, we're not perfect. Figure out like what's where do you get your joy, what, what makes you unhappy? And then try to be the best version of the person. That is that, and don't worry about what everyone else thinks. You know, frankly, they're going to talk about you anyway. So you know like there's just really no point worrying about it.

Speaker 2: 46:59

Yeah, let them yeah.

Speaker 1: 47:01

I mean, we all have to get inspiration from places. I'm hoping that you know, as I keep reading this book, that it is very inspiring to remind myself that I have no control over what other people think. I only have control over what I think.

Speaker 2: 47:17

Yeah, yeah. And how you live your life and how you take your energy, you know or channel your energy I think that's such sage advice is to figure out who you are and then just try to be the best version of that, and that's it.

Speaker 1: 47:28

No one's asking for any more than that. Yeah.

Speaker 2: 47:33

Love it, love it.

Speaker 3: 47:35

Thanks guys. This episode was produced, edited and all things by us myself, Mel Plett and Francesca Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagram. So please, please, join us in the socials. And if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please like, rate and subscribe. We'd really appreciate it. That helps keep us going.

Speaker 2: 48:21

Yeah.

Speaker 3: 48:23

All right, Take care, friends. Bye friends, Bye friends.

Hire Your Next Job

Your Work Friends Podcast: Job Moves with Michael B. Horn and Bob Moesta

Career paths change…

The climb isn’t always up. Sometimes the best move is sideways, bold, or completely unexpected. In this eye-opening episode, we sit down with Michael B. Horn (Co-founder of the Clayton Christensen Institute, Harvard Graduate School of Education) and Bob Moesta (Founder of Rewired Group, Kellogg School of Management) to discuss their groundbreaking book "Job Moves" and revolutionize how you think about career transitions.

Discover why the traditional job search process is broken and learn how to take control of your career path by "hiring" your next job. Our guests break down the four primary career quests that drive job changes, debunk the myth of "getting lucky" in job searches, and reveal why money isn't the real motivator behind career decisions.

Listen or watch the full episode here

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Speaker 1: 0:00

Just because you're good at it doesn't mean you like to do it. Yeah, part of it is being able to actually know who you are and know what you're good at.

Speaker 2: 0:22

I almost wore that same lipstick today that would have been hilarious.

Speaker 3: 0:25

Sometimes you just need, like a, just a boost you know, yeah, so really it looks really beautiful. Thank you Honestly. There's just so much schmutz going on in the world right now the news cycle I cannot I cannot, I can't keep up with this news cycle Listen. We had a pretty kick-ass conversation last week.

Speaker 2: 0:43

This has been one of my most favorite discussions in a long long time. I mean, I love all our guests, but this has just been a really. It was just a rad conversation.

Speaker 3: 0:54

Yeah, I thought so too. We talked to Michael B Horn and Bob Moesta.

Speaker 2: 1:00

Yeah, Michael Horn is the co-founder of the Clayton Christensen Institute and he teaches at Harvard Graduate School of Education. And Bob is the founder of Rewired Group and also an adjunct lecturer at the Kellogg School of Management for Northwestern University and also a fellow of the Clayton Christensen Institute and just all around amazing human beings to talk to us about their new book, Job Moves, Job Moves. As someone who has been deeply involved with talent acquisition and now I do career coaching for individuals, I just think the tool that they've pulled together on their website and understanding the quest that you're on which, by the way, we all have four quests that we typically are on to decide what our next move is going to be Highly recommend reading the book just to understand that.

Speaker 3: 1:53

This book, honestly, is giving people permission to hire their next job. We are all in that position. This is not where you're at the mercy of employers. This is really permission and an amazing opportunity and, honestly, the data to tell you no, what you really need to do is be honest with yourself about what you want, what your strengths are, and then go out there and hire your next job. This conversation was so fun for me just because a they're just so well-researched, great conversationalists and, honestly, gave a lot of really great tips on how do you really think about hiring your next job.

Speaker 2: 2:26

Yeah, if you want to feel empowered with your career and the decisions you're making around your career, this is the book to read and this is the episode to listen to. So with that, here's Michael and Bob. Let's just get to the point real quick. What's the biggest myth that folks tell themselves about their career, growth or progress?

Speaker 1: 3:00

The one that surprised me the most was how much they thought they got lucky to get their next job, and when you really kind of unpacked everything they said and how they did it, luck is more the fact that they were prepared and the opportunity appeared and they were able to actually seize it, and so I wouldn't call that luck, but they wouldn't assign any kind of causation to it. And what we found was that there are very simple things that actually have to happen to you to make you ready for the next job and then all of a sudden, you only see them when these other things happen to you.

Speaker 4: 3:30

So that's one of them. Bob, you stole mine. I was going to say the exact same thing, so I agree. The only other thing I might add is I think people discount the role that their network plays for them when they're looking for a job. They think it's a very solo like. I applied online to hundreds of jobs. These days, increasingly, AI supported me and they don't realize the importance of their network as part of that process that Bob alluded to. Coming in, making them aware of opportunities, helping them get the job, being the trusted broker right so that I will trust and actually hire you. Most jobs are filled by someone that you know in network. They're not filled by anonymous, random things. So that's the second one I might add is people discount the role of their network around them.

Speaker 1: 4:20

I'm going to add a third. The third thing to me was money. Money is a means to an end, so money turns out to be about respect, or money turns out to be I have to provide for my family. More Like. There's like five or six different definitions of why people want more money, not one. And you start to realize like people are mixing them all up and they're just using that lever of here. Let me offer you more money, and it's it's not just more money that makes job the work satisfying.

Speaker 2: 4:45

I love to hear you say that, because I just had a conversation with a friend who was feeling so down on themselves because they hadn't reached what they felt was success in terms of salary. And she's worked with incredible people, incredible organizations, but somehow that was the sole thing telling her or at least her own narrative that she has not been successful because of that one element. So it's good to remember that doesn't define your true success.

Speaker 1: 5:13

Well, but the fact is it's one of the wrong metrics, but it's a metric of how what success or progress feels like for them, and so when you start to put that there, you don't have the why of like. Really what I want is respect, and ultimately there's other ways to get respect, and so this is why, for example, sometimes a position change will actually help people feel that progress, and without a salary increase. There's many variables here at play and ultimately it was very fascinating because we did almost like the exit interview but the real exit interviews. We did over a thousand of them and it was so fun to hear the stories and what had to happen to them to make them ready to look and then ultimately how they found it. It was kind of what the book is all about.

Speaker 2: 5:50

Yeah, I love it. What gets in the way of true progress? What? How do we remove it?

Speaker 4: 5:57

Part of it is. I mean, starting with that, we don't actually know what progress looks like for us, right? So we'll tell ourselves these storylines. Money is a great example. I want more money, and once you want more money, you want more and more. There's no limit to that, right, without understanding underneath causality of what's actually driving me to say these are the things that are not good enough in my current role, these are the priorities that I really want to get in my next role. And so not really understanding what progress looks like for you, I think is actually a big thing that gets in the way of progress. And then the second one that's maybe sort of goes in concert with that is I don't actually know how to make the trade-offs for that next role to get the progress that I really desire.

Speaker 4: 6:42

And the thinking behind that is a fewfold One. There's no perfect job on every dimension. Every job is going to have some suck in it, it's going to have some things that I don't love about it. But what are the things that I'm going to consciously choose, not settle for, but say like, hey, I'm going to take the lower salary so that I get the basically non-existent commute, I get to have the title I get to be around my kids, whatever the set of things are. We could drill down deeper into all of those, but how do I make those trade-offs? Most people, I think, don't know how to make those and as a result, they get caught up in roles that sound good in paper. They're quick returns to ego, but they're not actually helping them make that progress.

Speaker 2: 7:24

Yeah, I believe it. I think I've definitely found myself in that position, right. And then, when you don't measure the trade-offs and what's really important to you, you find yourself in the same position just two years later, like here I am again.

Speaker 4: 7:39

The yellow brick road was supposed to lead somewhere, but somehow I just looped back and we're right where we started.

Speaker 1: 7:44

I have one more to add on this. I think one of the other things is people don't have a realistic or real understanding of what they're good at, what they suck at, what gives them energy, what they don't really know who they are and how they're driven. They haven't taken the time to study themselves, and so that's part of this is having people reflect back and find those moments where they got energy and find out those moments where the energy got sucked out of them. And just because you're good at it doesn't mean you like to do it, and so part of it is being able to actually know who you are and know what you're good at. But I always think for me, the thing to learn most is what do you suck at and how do you actually realize like you don't need to get better at that?

Speaker 4: 8:27

You need to find a teammate who's actually who loves to do this stuff you suck at, yeah, and actually, mel, just stay on that for a moment, cause Bob put me on the hot seat in the last week or two on this, where he was like saying but you're so. I stopped wanting to manage people when my twin girls were born in 2014. And Bob was like but you're really good at managing, like that was something that was like a superpower of yours, and I'm like. It was like but you're really good at managing. That was like a superpower of yours. And I'm like it's the last thing I freaking want to do. And he was basically like right, because just because you're good at it, the context changed doesn't mean you get energy from it anymore.

Speaker 4: 8:56

You did Right, but here's the thing. It goes back to your friend who was telling themselves the narrative of like I need to make this much money or whatever it is. We often say like, oh, success is then I'm going to be a manager and I'm going to have this big team and I'm going to measure based on the direct reports and their direct reports, and et cetera, et cetera. And like maybe that isn't what gives you energy at this stage, even if it is something that you could do, but we don't pay attention to the context and those signals about ourselves.

Speaker 2: 9:25

Yeah, Just because you can doesn't mean you should always right. Just a good rule of thumb and your, our priorities and our values change over time, so that's constantly like you have your twins and so that's right.

Speaker 2: 9:38

Things change. Okay. Something I loved I'm going to pivot really quick. Something I really loved in the book because, as a career coach myself and a former recruiter, I always tell people you're interviewing your employer just as much as they're interviewing you as a reminder. And what I really loved was you both said it is critical to hire your next job. Why Tell our folks why?

Speaker 1: 10:04

So this is one of the things that we flipped the lens on, and we used a theory that I built with Clay Christensen called jobs to be done, and the whole premise is people don't buy products, they hire them to make progress in their life.

Speaker 1: 10:16

And so part of this was to realize, at some point in time, when you talk to people around hiring, you start to realize actually the lens is flipped. And the fact is, know people around hiring, you start to realize, like it's actually the lens is flipped and the fact is we, as an employer, you think you hire somebody, but the fact is everybody's an at will employee, or most of them are at will employees and they choose to come to you or not, and so it's actually they're hiring you more than their, than the employer is hiring the employee. And so you start to realize when that's the case, you actually need to study the employees and say why, what causes them to say today's the day I'm going to leave and what causes you to say today's the day I'm going to move to this thing better? It's really, ultimately, we're trying to get employees to hire better because once you find the place, it's the right place. It's not work anymore.

Speaker 4: 11:12

Yeah, Right, yeah, I was. I was thinking, mel, when you, when, when you said that like of of how you're coaching people to interview just as much as they're being interviewed. That really changes the agency, it really changes the equation, and I think it goes back to what Bob said in the beginning around luck is, the reason people don't do it is they think that I'm going to cross my fingers and just hope that this works out and I'll be lucky enough to be the one chosen for this job, and they're not thinking about what their priorities are. What does progress mean for me and that I get to choose? Is this the job I'm going to do in exchange for the benefits around, and not just around money, vacation, et cetera, but also the work I get to do on a daily basis and who I interact with, and so forth.

Speaker 2: 11:59

Yeah, I was equating it to being an adult and realizing you still have free will to make choices. Like I want a piece of cake, so I'm going to go have one for dinner, and you sometimes forget, in all of the everyday schmutz of life, like, oh, I do have agency and free will in these choices.

Speaker 4: 12:17

So we're the social contagion right Of like. We tell ourselves these narratives of how we think we want to be for others and how we think we're supposed to show up as opposed to. Well, what do you want and how do we understand that?

Speaker 1: 12:30

The other thing to me is the fact is is that when you study kind of the employee, employer side of this and you learn about the job description, you realize that the job description is just made up.

Speaker 1: 12:41

It's just made up and so everybody's trying to morph themselves to fit this unrealistic ideal situation of like make the people fit the job, when the reality is is what we should be doing is actually shaping the work that to fit the people. Because when you actually do that intentionally, you start to realize like okay, I suck at these three things, so, and it's part of my job, so how do I actually figure out how to get rid of that and do more of the stuff I'm really good at and find somebody to do the stuff that I suck at? And so it's this notion of like. At some point, if you really study how people make job descriptions, it's either they copy it, they do chat, gpt, they then take all the things that they don't want to do and add it to the list and it's just, and so as an employee, you don't realize that that's actually all made up and very negotiable in some cases on certain dimensions.

Speaker 3: 13:33

I want to back up what you're saying because, having led a lot of talent organizations, I can tell you that most people don't even know what they're hiring for or what they want people to really do. And the idea of opening up the opportunity to have that conversation and figure out how could this fit together, I think is really on the table, because it is shocking how many hiring managers and, honestly, how many like talent organizations don't really know what they want their people to do.

Speaker 1: 13:58

By the way, the notion of a hiring manager. I got confused by the whole process because I'm thinking, well, the hiring manager is the person inside the HR. I'm like no, no, that's the person that actually they're going to work for. I'm like, yeah, but who teaches them to write a job description? Nobody.

Speaker 2: 14:12

Nobody.

Speaker 1: 14:13

It's compliance cut and paste For half the time you're not even trained to be a manager. You're trained to be a leader, but nobody teaches management skills anymore right. You're just left out on that.

Speaker 4: 14:24

And this is why the job description has been so enduring, right? Is it's really a legal document to give me justification for my hiring and firing down the road as well, More than to your point, Francesca, like an actual set of what's this person going to do? How do I want them to contribute? What's the outcomes right? What's the work?

Speaker 2: 14:42

Yeah, we need a whole revamp on the job description. Yes, indeed.

Speaker 1: 14:48

Michael and I are going down that road. It's like we wrote this primarily for employees, to empower employees, because a billion people a year switch jobs. Most of them don't actually switch jobs in a positive way, and so part of it is how do we actually help them make better decisions so they can actually feel like they've made progress in their career. But along the way we've realized like there's so much about the employer around, kind of how do you manage, how do you do performance reviews, how do you think about fit, how do you actually rethink the hiring process and all those kinds of things, and it's really helping us kind of rethink a different way of kind of seeing it from that perspective.

Speaker 2: 15:23

We love to see it. So do we of seeing it from that perspective. We love to see it In the book. You touched on the great talent shortage and what's happening by 20, that it could exceed 85 million people. And we hear stories from folks all the time how they're applying to a thousand jobs and they have no luck, or they've been out of work for a year, right. But when you hear this one story, there's this massive talent shortage, and then you hear this other narrative that nobody can find a job. These two things are conflicting, right. So I'm hoping I can do some myth busting with you both here. Do employees actually hold the card.

Speaker 4: 15:59

So I think it's interesting. And let's just go deeper in the paradox, because the other piece of this is, if you looked at the job market, you'd be like it's actually really healthy what economists consider full employment, and people are coming off long-term unemployment and coming into the job market, et cetera, et cetera, et cetera, and yet it's taking longer and longer to hire. There's articles like in the Wall Street Journal even Harvard MBAs can't find jobs, and so there's all this anxiety on all sides of the market and I think what's happening is that there's a lot of paralysis because of that lack of clarity that we were just talking about of what do I really want? How would I know someone can actually do the things that I want them to do, and do they really know what they want to do and the trade-offs they're willing to make to go get it? So there's like a lot of lack of clarity on all sides. Might there be a skills gap? That's contributing Absolutely, but might it also be that we just don't have clarity about what work looks like and should be and so forth?

Speaker 4: 16:59

I think also the case, and in terms of this talent shortage. Look, all these are projections based off of a lot of macro stuff, so I think, believe it as far as you can throw a piece of paper, but I think the bottom line is that we know that there's a lot of change in skills. Ai is certainly changing the job market. The baby boomers are leaving, millennials are starting to retire, there are lower birth rates of people coming up underneath, and so that's sort of the dynamic in which you have this maelstrom we just described.

Speaker 4: 17:31

But from my perspective, employees do carry a lot more cards than they realize or would be employees. But it's not through this anonymous online posting pray for quote, unquote luck right Approach. It's instead getting clarity about myself what are my priorities, what's the work I want to do, and looking for fit, rather than just hoping someone hires me and me being able to go to the employer and be like this is what I can do, this is what I suck at. This is how I can help you and have that conversation, because I think it's a very different dialogue when you're coming in with your cards, so to speak.

Speaker 1: 18:12

Face up that way, market has been automating the insanity because at some point it starts at what I call there's three layers of language. There's a pablum layer of language where we can, hey, how was your day? Oh, it was great, right, but it really wasn't great. Or if it was great, what made it be great right? And you start to realize that you have to get down from the pablum level to the fantasy level, past the fantasy down to the causal level, like what caused it to be a great day right? And so part part of it is what they did is they literally are taking everybody's resume. They're filtering it in certain ways. They're basically doing all these words Like I was trying to be on a public board and one of the things that they said is I had to have the word business leader in my CV like four to eight times, or I wouldn't even get past the filter.

Speaker 1: 18:51

I'm like what's that? Like, how does that work? I'm an engineer and I was taught to simplify and then automate, and so part of this is what we're trying to do is like how do we get this down to? What is a good job look like for me as an employee? What's the work that I need to get done. That helps me as the corporation. And how do we? Actually it's fit. It's just like product, market fit, but it's employee, employer fit, and so it's this notion of being able to do that and I think, like you said, if we stay at the pablum level, it's going to look like employment's going to get bigger and bigger and bigger.

Speaker 1: 19:20

Because when your answer to the question is what's your greatest weakness? Oh, I work too hard. That's just not like. Come on, everybody sucks at something and you have to be able to actually be very articulated. What we found from the book is that when people can talk about look, I love to do these things, I get energy from doing this and oh, by the way, I can do these things, but they really suck the energy out of me. It allows people to actually be humble and become real. Which the pieces of paper?

Speaker 4: 19:47

don't do If we can just stay on it for one second right. Essentially, the employers we've already established are looking for unicorns, like these huge job descriptions with all these skills and whatever else. So the individuals on paper are then constructing themselves to look like superheroes, which the employers don't believe. And so if you come in there with an articulate conversation around, this is where I get energy, this is what I'm awesome at, this sucks my energy, this is what I suck at, etc. Etc. You're being honest and now we can talk about fit and you go from one of a thousand applications to one of three or four people who actually are going to fill what I need to make progress on the employer side. But it's because we've broken out of this game of like unicorns and superheroes that we all know is a lie.

Speaker 2: 20:33

Oh, agreed, it sounds like you have another book in your back pocket with the clarity shortage going on on both sides. So the unicorns. As a former recruiter, oh yeah, working with folks wanting the unicorn.

Speaker 1: 20:45

I think the other part is it's what the resume has, is what you did, it's not what you do, and just because you did, it means you don't like to do it. And so again it's this lack of clarity around what do you want to be doing and what are you actually good at and what gives you energy?

Speaker 3: 20:58

It's like this massive search for honesty on both sides. I feel like if the job market was dating, this would just be like. You know what I'm saying. You know it's like. This is how you mentioned. A million people change jobs every year. That's 30% of the workforce, which I think most people don't think that many people change jobs, but they do. And the reasons why you outlined in the book. You talk about four quests. What are those reasons why people leave?

Speaker 4: 21:47

First, as a sort of prelude, we found 30 forces that are pushing and pulling people to say, today's the day I might want to switch, and when certain combinations of them come together, they overwhelm the anxieties and the habits that are sort of holding us in place. And so the four quests for progress are essentially looking at the clusters, or closest to each other, if you will. That comprise a quest, or what Bob earlier would have called the job to be done. And so the first one we saw is what we call get out. So these are people I don't like the way I'm being managed. This is a job to nowhere. The company's going nowhere, fast stuff like that. It's a lot of push right and they're like I got to get out and fast.

Speaker 4: 22:29

On the flip side of that, there's what we call the take the next steppers, if you will, and these are people like hey, career, personal, whatever life milestones hitting, I'm ready to take that next step in my career. It feels almost like the logical next thing I would do. This is the closest to the career ladder, although it's not synonymous with it, and sort of it feels like I'm going to build on what gives me energy. I'm going to build on my current capabilities and let's keep on margin. Those are sort of the two poles, if you will. And then we have folks that say I want to regain alignment. And so these are people who say I actually like how I'm energized at the moment, but I don't like what they're asking me in terms of my capabilities to do, or I feel fundamentally disrespected on the what I do, and so these are people that I want to regain alignment in terms of the skills assets that I get to use on the job.

Speaker 4: 23:23

And then, on the other side of it is the regain control folks, and they're basically saying I actually, in this case, like what I get to do, but I don't like how it engages my energy or my time and things like that. I feel fundamentally out of whack. This might be the work-life balance folks, as an example. This might be people that say I'm being micromanaged. This might be people saying God, they're telling me I have to come into the office five days a week when I know I do the job well, when I get to work two days at home, what the heck's going on here? So these are the folks that are looking to regain control.

Speaker 4: 23:56

And basically these are four quests. They're not absolute. As you probably saw when you take the quiz. It gives you sort of a most likely fit score for each of them, but it helps you understand what's progress for me right now. And I'll give you a classic example. If you're like regain control and you're just going to march up the totem pole and take the next logical job right on the mythical career ladder in your current employer, that's probably going to be a fundamental mismatch for the things that you're actually looking for, and so you really want to understand what's driving me, what's causing me to say today's the day and then start to use that as a sorting mechanism.

Speaker 3: 24:37

Yeah, the assessment is really powerful and I consider myself someone that is savvy when it comes to my career or even knowing myself. I feel like I try to be very introspective and I will tell you, when I read the book, I realized that I haven't been as introspective as I could have throughout my career. I was just like go to whatever was paying more or the next step up. It was one of those two things. That's how I made my choices, even though it wasn't necessarily the work I liked to do, or even putting myself in a healthier situation. And I'm wondering, flipping this from, like, an employer perspective, why should employers care about the four quests?

Speaker 1: 25:16

The reason is twofold is like, at some point the current employees are going to want to make progress and if you don't have opportunities that actually match the quests of where they want to go, the reality is that they're going to have to go somewhere else, and so that's the first aspect here is that when we talk about trying to have company loyalty, it really is. It's not company loyalty like brand loyalty. This is literally like I'm willing to stay because you're actually looking out for me. Most people, they end up having to take a job because there's a vacancy in the job and the fact is it's not part of their career path, and they end up having to slot in because, oh, we have this opportunity for you, but it's not with any respect to who they are necessarily or what they want to do.

Speaker 1: 26:02

It's so we can actually keep the business going. So I think part of that is one. I think the second part is that to realize these quests, you can actually recruit completely differently. Go find people who are actually wanting to get out, Because at some point in time right now, when we put a job out there, we're only looking for the people who've already raised their hand. But I know that he's got these pushes I can attract and say, hey, don't want to be micromanaged anymore, Want to actually have a place where you can do these kinds of things. Come, come, talk to us.

Speaker 2: 26:25

My favorite recent example of a recruiter doing this really well was on LinkedIn this week where, in response to Zuckerberg's recent interview with Joe Rogan, an interview called out hey, if you don't want to work for a guy like that in an aggressive environment, come work for us, and it was flooded with comments. So I just think it's interesting for companies.

Speaker 1: 26:46

you know they'll win if they get ahead of it, and that's the thing is. But I think the employers have to realize they have to talk about.

Speaker 3: 26:53

What's the work you want me to do Is it the work you want them to do and is it also kind of tapping into that emotional need around, what they need to see in the quest, for example? You mentioned like if you don't want to be micromanaged, but is it tapping into that quest language?

Speaker 1: 27:08

Yes, and it's using that language we talk about. There's things that push you to leave and there's things that pull you to the new job, and it's ultimately the trade-offs you make that actually make it happen. For example, who's thinking about leaving? We talked to people who really left their job and went somewhere else, and so there's a big difference between wanting to do it and doing it, and so ultimately, there's a certain amount of energy that has to be part of it, and we have to understand both sides of that.

Speaker 4: 27:32

I think it's a really cool hack also right If you're a marketer or if you're trying to attract and understanding who you're trying to attract the pushes and pulls that cause people to leave. This is ultimately like their language, lived experience. This is like actually what's happening to them. It's not invented from what we would call the supply side. The company is imagining why someone might want to come to them. Companies imagining why someone might want to come to them. This is the real energy that causes someone to say today's the day and you get to use that to get the people that are right for your role. And, by the way, you get to continue to use that information on the day-to-day.

Speaker 4: 28:09

Because here's the third thing I would say we know that roughly two-thirds, depending on the survey of workers are completely disengaged. Call it quietly quitting whatever you want to do from their current role. That's not an employee I want to be hiring on my team. That's not someone I want. I want someone who's engaged, hard charging, doing a great job. So how do I make sure I understand the forces acting on them right now so I can better engage the people that I actually want to keep on my team?

Speaker 1: 28:40

I work mostly in the startup world and so I have some people have taken this and they've taken the pushes, which are, you know, do you feel micromanaged? Are you pushed across your billies? Are you bored? Do you not know where to go next? Like there's a list of 13 kind of things that have to happen, and if any four of them happen, that's when you start to get activated. But they're using that as part of the sit down and the quarterly review to say are any of these things happening? If they are, let's talk about them, because if there's no push, there's no way they're going to start thinking about anything else, and so part of it is to realize that the pushes are the things that actually create the space in the brain for you to kind of go like all right, I got to look somewhere else. So there's these little things, but those little things then accumulate into two things, and then three things, and then four things is where you go all right, it's time for me to look.

Speaker 3: 29:24

Yeah, I think, organizationally doing those kinds of audits as a team or even as an org I'm thinking for my own work and doing like culture strategy looking at those things and seeing is this true in our organization, is this the type of culture we have? And then we can get into the marketing exercise of saying, if you want this, this is where you can come in terms of us. So that's awesome. I want to go back to the employee side, because in the book you also talk about things like progress versus progression and I'm curious if you can talk through that.

Speaker 4: 29:52

So progression is that career ladder, the supply side right, we have our org charts. Career ladder, the supply side right, we have our org charts. You come in as an entry-level worker, probably an individual contributor. We imagine that you start to move up, you become manager, director, right, on and on and on, and it's sort of that climbing of the career ladder, the next step. We just keep on this progression. It's the thing that drives. Frankly, mel, like your friend who's like I had to be making this amount of money right, because that's progression, whereas progress is all the things we've been talking around, these quests and what is driving your energy and getting more of that in the next role, in the current context you're in, and so forth, and those things sometimes line up Progression as an organization or employer would think about it and progress as an individual. But our research suggests that at least 75% of the time they're not lining up that there's actually divergence between the two.

Speaker 1: 30:46

That's huge. I think the other part, though, is that as you start to think about it is when you get to progress. Most people feel like they have two lives. I have a work life and I have a home life. The reality is we have one life, we don't have two and two lives I have a work life and I have a home life. The reality is we have one life, we don't have two, and the fact is is we have to learn how to merge the two, and the reason why somebody might be great for the position but something happens at home, got to take care of the parents, have babies, whatever it is, the fact is, life changes and then, all of a sudden, what you want to make progress on before is very different than now, and nobody takes into account that we have one life and we have a whole bunch of things we have to move and, ultimately, how do we make of these spheres as very separate you?

Speaker 4: 31:21

jumped on your career track. You stayed there and that was it, and then you had your life and that was going on. I don't think that was ever really true to Bob's point. But now individuals are living increasingly in a way that shows just how much of a lie that is and how interdependent our careers and the rest of our lives are. And it's one of the reasons Bob will tell someone when he's coaching them he's like look, you don't have to get it all in the job. You can have a side hustle and then you can volunteer here and then make sure you're doing this there and together you get the things that are most important to you. But you look holistically and organizations need to sort of recognize that that's true for their employees. They can put their head in the sand and pretend it's not, but that doesn't mean the individuals aren't going to live their lives that way.

Speaker 3: 32:23

This might be an obvious question, but why don't you think people have done this type of introspection before, like why it's hard, it's hard, it's hard.

Speaker 1: 32:32

I mean, one of the things is we wrote the book, we have nine steps, like, and if you do all nine steps, you're gonna be like amazing, but the reality is not everybody's gonna do every step and but there are there's three or four of these steps are really really essential. For example, energy drivers and energy drains. You need to start to pay attention to where are those moments where you walk into a situation and you get energy. That's a thing you need to actually pay attention to, and the fact is is most people don't pay attention to that, or they know it but they don't account for it and they don't actually think about, like, what is it about this situation that gives me energy? Is it the people? Is it the topic? Is it the pressure? There's variables in that situation that does that, and so it's making people way more mindful about where do they get their energy from and where does their energy go when it gets sucked out.

Speaker 4: 33:19

I, yeah, yeah, I agree with that. The biggest question we often get when we show the pushes and pulls to audiences, they say, like money's not on that list or like the surface level thing, and I think the thing is like we've been telling ourselves a story. Bob would call it at the pablum level, I would call it. You know, we're not yet at causality right, and so what I think this book and the research frankly does is we drill down into real root causes and then we gave language to that causality. That hopefully makes it I don't want to say it's easy, it's not, but easier so that more people can start to identify what really is driving me at this point in time.

Speaker 2: 34:22

I know we can't cover the full nine-step journey and I think folks absolutely need to read your books, but one of the pieces of the journey that stood out to me was the experiences, not features. Part of that.

Speaker 4: 34:35

Yeah, absolutely. I mean features. Right are the things like the money, the vacation, the title, all those sort of surface level or problem level that we were talking about before. Experiences are what do I actually do on a day-to-day basis in the role the doing right and, as Bob would push us, what will you do as opposed to what have you done, and what is this going to look like and how is it going to integrate with the rest of your life on a day-to-day basis?

Speaker 4: 35:02

The analogy we use in the book is thinking about real estate listings where they tout lots of features natural light, granite countertops, bob's built homes so he can talk more about this and the reality is they all start to blend into each other and it's not until you actually think about how am I actually going to live in this space, what are the experiences that I want, that then features actually start to take on meaning around. How will it or won't it work with my life? Right, in my case, any house I live in. I need a quiet space where I can do my work, where the kids are not going to interfere and run around as they come home from school and the like. That all of a sudden gives definition to what is a good or bad choice for me, not whether there's natural light and granite countertops in the abstract.

Speaker 1: 35:49

The reason why I love the house one is you can look at a listing, but you don't know what it's like to live in that house until you go there. And so part of it is this reality is like where's the grocery store and who are the neighbors and where's school. And you start to realize at some point they tell you all about the house but you don't even get a feel for like how to live in it. And so it's this notion of, well, we'll get you a virtual tour. That's not the thing, man tour.

Speaker 4: 36:14

That's not the thing, man. No right. My mother-in-law right now is looking at downsizing and she sent us a place that she clearly had never been to and I was like, oh boy, that's a busy intersection, there's no way that's going to work. But she had to go. She went and she emailed me. She's like, wow, that's a busy intersection, no way that's going to work. And I'm like yep.

Speaker 2: 36:28

There's an airport nearby or a church bell goes off.

Speaker 4: 36:32

every Sunday it's like a Burger King on one side and a McDonald's drive-thru on the other, and I was like I already know the answer to this question, but go for it. But part of it is they have to experience it?

Speaker 1: 36:40

No, the experience is important.

Speaker 4: 36:42

Right and her imagining oh wow, what's my day-to-day going to look like? Against that, there's nothing that replaces that.

Speaker 3: 37:00

Yeah, yeah, got to do your homework, got to do your homework. I want to flip over to where work is going, because I mean I'm excited to be alive right now, but there's just a ton of shit happening either politically with AI, yada, yada. Where do you see work going in the next two to five years, especially as it relates to job movement?

Speaker 4: 37:12

Look, obviously the velocity is high right now and the anxiety around it, I think, is higher. I think the reality is AI at the moment is more of an efficiency innovation. It's sort of automating and allowing us to do what we already did a little bit better. I think the evidence is suggesting it actually helps those who are lowest performers be better. I do think the reality is it's taking out a lot of entry-level work right away, a lot of employers, the jobs that they had open as entry-level roles. They're taking them off the table, and so that's, I think, where it's maybe making the biggest immediate impact because they can imagine how AI allows that next person on the rung to quickly use that tool to do it and then actually become more productive. For people starting their careers or switching industries or whatnot, getting experiences when you're out of before the job market, in schooling, internships, entrepreneurially, side hustles, whatever it is is going to become more and more important to show you know what to do and you can actually do the work.

Speaker 4: 38:14

I think the bigger term transformations that people love to sort of dream and speculate about. My own belief is that that's not going to come until new business models and organizations are built around these technologies sort of organically and it goes to how every technology has made its biggest impact, whether it's electricity, where people realize, oh, we can distribute, we don't have to put everything around the watermill anymore and things like that, and we can do factories differently, or I mean even frankly, digital advertising, when it's sort of a P&G brand that wants everyone to come in the store because of the way they've thought about consumer packaged goods, versus a startup that's thinking much more targeted, performance-based advertising. Technologies, I think, are most transformational when business models are actually built around them as an enabler, as opposed to trying to cram it into the existing models. I think we're a few years away from that still.

Speaker 3: 39:07

Yeah, we're just starting to see people think about AI-first organizations.

Speaker 4: 39:11

Exactly.

Speaker 1: 39:11

Yeah, I look back to history on this. When I was early in the workforce, I worked at Ford and they had something called the typing pool. This was just a bunch of people who wrote, who typed, and they had carbon paper the whole. You guys have no idea that this existed, but the big thing was like, what is word processing going to do to the typing pool? And you started to realize that it's somebody. Everybody was against it because the typing pool is going to go away. Where are they going to work? Well, it turns out those people could actually write copy and they could do all these other things and do much higher level things.

Speaker 1: 39:42

And so, channeling Clay here, clay would say what we want to do is have people work at the top of their profession, and the work that sucks is the work that we want AI to be doing for us. The thing is, we will still think more than AI, but AI can actually provide us the input to actually help us think better. I think that what's going to happen is it's going to force people to be kind of again. You know, my children ask me when they're like, what's going to happen to all the cab drivers when we have self-driving cars, they're going to figure out something else to do. They don't get to retire and they don't get to move out of that thing and they'll always be somebody who wants to actually have a human in the cab.

Speaker 1: 40:19

But the reality is it's changing the market and basically being able to say but how do we get humans as a whole to basically step up to the next level? Because we got some technology that can take care of things at the lowest level that we don't need to worry about. I'm very bullish on where it's going to go. The question is do people really want to work differently and think better and harder?

Speaker 3: 40:39

I think that's the thing, because it's like, when you think about, we can do this higher level thinking, this higher work as well, that does take work, because it's breaking out of what we've been doing I mean, we're talking about knowing thyself in this whole conversation and then it's like how do you get to that higher level? But I think we'll get there. We have gotten there before, we'll get there, it's just the next.

Speaker 4: 40:59

And there'll be dislocation right as we go through it, like there's going to be a whole bunch of people in the moment that it's stressful and they're going to have to work through it and we'll figure it out. But I think over time Bob's right, that's the direction it goes and the pathway at the moment, frankly, is those people who help people make progress on that journey. They're going to become employers of choice as well, in my mind.

Speaker 3: 41:21

Yeah, absolutely Absolutely. Anything you would recommend employees do now.

Speaker 4: 41:26

I think having a clear sense of your strengths but maybe equally what you're not strong at and you don't want to do and what you are going to choose to sort of say I'm going to suck at, so that you know what to build on and you know what to let others do, or let AI do for you, or whatever it might be, I think is a really important step. And then the second one comes from the book. It's this career balance sheet idea. This is where I think this idea is powerful is understanding the useful life of your current assets and where and how am I going to have to invest to make them still relevant in the future and have some sense of? Are those trade-offs that I want to make in terms of my time and money to keep those things current, or are there other things I want to invest in?

Speaker 1: 42:07

The thing to me, is the energy drivers and energy drains. Like the fact is is just being able to know what are the things that have to come together to enable you to have energy is when I'm coaching people. What I'm doing is I'm like I want you to go through the next week and just start to write down when it happens because I don't think people are actually aware of it and then start to then parameterize it to understand, like what's going on Well, oh, I get to learn a lot of new things, okay, or, or it's I get to organize things. Like my wife is in finance and the thing is my wife loves to balance. Like when it balances, it's like I hit a serotonin. Like, oh, my god, I just like that balance is perfect.

Speaker 1: 42:44

I'm like, yeah, I I get nothing from that, but she gets a lot of it's knowing where it comes from, but then all the conversely, knowing when the energy gets pulled out of you, because a lot of times you're so caught up emotionally that like it's almost like you need to step back from yourself and look at the situation and go like why is this basically draining all my energy? What's going on here? And it's like it's people, it's, it's situations, it's time of day, it's like a whole bunch of things and start to see those patterns. I it's like a whole bunch of things and start to see those patterns.

Speaker 4: 43:13

I think that's, to me, the biggest advice I'd give people and, by the way, I don't want this to be said the wrong way, but I think it's actually the easiest step you can reflect on in the book in many ways, because, as Bob said, it's not something that I have to lock myself into a closet and think three hours. It's literally I'm living life. When am I in flow? When did that suck? Okay, start to notice the patterns, start to interrogate it.

Speaker 3: 43:38

Right, just keep a sticky right and start noticing and unpacking them. I did it on my cell phone.

Speaker 4: 43:46

It's kind of like keeping a food diary it's not, and it's just you know, you just get it in the habit.

Speaker 3: 43:48

It's an excellent exercise.

Speaker 4: 43:49

And the cool thing is, you don't have to then figure out how big was that portion and how do I measure it, because that's the part about the food diary I could never figure out.

Speaker 2: 44:07

We like to do rapid round because we want to know you as human beings, aside from just your work and your book. Does that sound okay?

Speaker 4: 44:13

Yep, let's do it.

Speaker 2: 44:14

All right. What music are you listening to right now?

Speaker 4: 44:17

I'm eclectic on music tastes. I've been really into the Merrily we Roll Along soundtrack, though the last week and a half I have not been able to get it out of my head. We saw it on Broadway a few months ago at this point, I guess, and it all of a sudden came back into my subconsciousness. So I've been really enjoying that.

Speaker 1: 44:37

So I'm listening to mostly I don't know the kind of music, but it's basically Bobby Alua and Matt Duncan. It's a little bit of reggae, a little bit of beach vibe, a little bit of background beat, but it's just. It's one of those things where, because I'm ADHD, like I like to have the same music play over and over and over again, and so it's one of those things I'm deep down into that one where it's like I've probably listened to the same playlist now 50 times. So that's where I'm at Nothing wrong with that. It just it just makes it lighter. It's a, it's light and airy. That's all I can tell you.

Speaker 2: 45:10

And does it make you feel warm, even though it's five?

Speaker 1: 45:14

degrees it reminds me of going to Mexico is what it does and it's like okay, here we go.

Speaker 2: 45:19

Yeah, love it. Okay, what are you reading right now?

Speaker 4: 45:24

I'm currently reading a draft of my father's book that he thinks he's writing for publication.

Speaker 2: 45:33

He thinks Well based on what I'm reading, so you're getting the feedback before.

Speaker 1: 45:41

I'm giving it to him, so maybe I should just leave it there. Does he know our podcast? Probably not.

Speaker 4: 45:43

He's got some more work to do. If he thinks it's ready for primetime, okay.

Speaker 1: 45:49

How about you, Bob? So for me I'm listening to. I have a couple of books I was listening to. One is called Radical Humility. It's very interesting. I would say I learned my humility from the best, who was Clay Christensen, but ultimately I didn't understand kind of like the components of how it works and what it is and the reality is. It's very interesting to kind of see how this person has basically broken it down and figured it out. The other book I'm reading is Fingerprints of the Gods. I'm very deep into basically electromagnetic waves and basically geometry and how the two work together, and so it's just this notion of a lot of things in ancient history. Take into account this notion of geometry and frequencies and just I don't know why I'm down there, but it's very fun, Very fun for me.

Speaker 2: 46:32

You know, in Chichen Itza, where if you clap it makes the sound of the bird in Mexico. Is that related to this?

Speaker 1: 46:39

book. The notion is that frequency, like everything, has a frequency and everything actually generates a frequency. And when you start to see natural harmonics happen, it's kind of when you get those moments where you get energy. It's related back to energy drivers and drains. But it really is this notion of like, where does that emotion come from and how do you actually get it? And it comes from, I believe, electromagnetic waves and basically geometry. So it's very deep, very deep down the rabbit hole. Sorry, no, don't apologize.

Speaker 2: 47:08

I have a million more questions, but yeah, who do you both really admire?

Speaker 4: 47:13

Am I allowed to say Bob? I feel like Bob is someone who has superpowers, who sees around corners before things happen because of his superpowers and knew we would be friends and colleagues and get to collaborate with each other Well before I understood this fact. And the reality is it's like it's come together because he understands causality in a way that I'm constantly aspiring and learning from. So I'll say you, bob, I'm sorry, but I'm not going to say you, no, I have a feeling I know who you're going to say yeah, I have to say my wife.

Speaker 1: 47:46

I most admire my wife. So I'm a neurodivergent person. I've had three close head brain injuries. I can't read, I can't write. I've done seven startups, I've worked on 3,500 products. I've had four children in five years, but my wife is the one who holds it all together. And that is just one of those things where I'm working on a book now around relationships and finding your life partner. And one of the things you realize is I thought when I got married I could not possibly love my wife anymore and I realized it was actually the lowest point of how much I love my wife. And it's just grown so much that we've been married to 35 years and it's just one of those things where we've been able to kind of just move. And it's one of those things where who are opposites don't get along well or there's there's always friction, but we know how to actually dance together very well and so it's it's it's just, it's just a joy to spend time with her and be with her oh someone cutting onions in here.

Speaker 2: 48:43

Yeah, I'm like, oh shit, I'm getting teared up I knew he was gonna pull at the heartstrings all right last question what's one piece of advice you want everyone to know, and it can be related to the book or just something personal that you want to share?

Speaker 1: 49:04

I will tell you that I think that people should be much more cognizant, explicit, intentional about the progress they're trying to make in their life. Every time you buy something, every time you change something, it always has an intention, and the more you can actually become intentional about it, that one is the less change you'll make and the more meaningful changes you'll make. And so this is just one example in your career. But like finding your life partner, buying a new pair of socks, Like I know it sounds crazy, but the fact is is all of them have that same thing of like. Do I really need a new pair of socks? And why do I need a new pair of socks? And how are these socks better than the socks I had before? And so being intentional about the changes in the purchases you make is probably one of the most satisfying things you can do, because it allows you to actually be explicit about the progress you make and take control of your life.

Speaker 4: 49:55

Far be it for me to try to build on that, because I've tried to take this into my own life, as Bob knows, with every decision I make. Now I'll say something totally different, which is a motto that I always live by, which is a kuna matata from Lion King. But no worries, I think we overstress and have a lot of anxiety that are about things that we can't control, and we should focus much more on the things that we can and worry less about the details and keep the big picture in mind.

Speaker 2: 50:25

I love it. This episode was produced, edited and all things by us myself, Mel Plett and Francesca Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagram, so please join us in the socials. And if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye friends. Bye friends.

AI Impacts at Work

Your Work Friends Podcast: AI Impacts at Work with Carol Scott & Theresa Fesinstine

AI is here…

But it’s not taking your job—it’s changing it. In this episode, we’re joined by Carol Scott (Microsoft, The Action Imperative) and Teresa Fesinstine (People Power AI, former Fortune 500 HR exec) to cut through the noise and break down what AI will actually mean for your work in 2025.

We talk real-world changes, not headlines—from performance reviews and creative work to the new skills that will matter most. Whether you’re leading a team or just trying to stay ahead, this episode is packed with smart, practical advice to help you thrive in an AI-powered workplace—no tech degree required.

Listen or watch the full episode here

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Speaker 1: 0:00

I think that for a lot of leaders that are non-technical, they make the assumption that the technical team is sort of the knowledge keepers on AI. We shouldn't be held back from inserting ourselves into the process, into the conversation, into the strategy around cascading these tools out because we're afraid that we don't know enough or that we're not informed. Don't believe that hype.

Speaker 2: 0:42

So welcome everybody to your work friends. I'm Mel Plett and with me is my work friend, francesca, and with us tonight we have guest speakers Carol Scott from Microsoft and Teresa Fezenstein from People Power AI, who are our experts, to talk about AI at work. What's real, what's the hype, what can you really expect in 2025? So with that, I'd like to introduce Carol and Teresa.

Speaker 3: 1:11

So, carol, why don't you introduce yourself? Thank you for inviting me, and I do want to kick off with saying that Mel and Francesca we met through work and we're work friends, and so I appreciate the opportunity at Deloitte and we spent a lot of great years there. But real quick, carol Scott. I'm a senior director in our software and digital platforms group at Microsoft, and we manage our largest partners that go to market and lead with AI globally and also a recent founder of the Action Imperative, which is really focused on how women and others that need to speak up and have a voice can do that using AI, and we're very excited about that as well, and I'm excited to be here today.

Speaker 2: 2:00

Well welcome friends. All right, Teresa, well welcome friends.

Speaker 1: 2:03

All right, Teresa. Oh, I definitely ditto Carol's sentiment around just the appreciation of being here and the ask. You know, I kind of feel left out because I've never been technically work friends with you guys. You are now. I am now. I love this. I love that everybody I meet is a work friend because I have my own business. So I'm Teresa Fessenstein. It's so nice to be here.

Speaker 1: 2:34

I spent 25 years in corporate HR, so, whether it was vice president of learning and development or moving into CHR roles, I had the amazing opportunity to work for large global enterprise organizations as well as small, bespoke commercial real estate, privately owned businesses and all of the kind of been through the gamut of experiences.

Speaker 1: 2:51

And then, in 22, I decided to leave to start a culture consulting business, which then evolved into People Power AI after I became immediately absorbed and obsessed with learning more about ChatGPT in December of 22. And that's really led me through two and a half years of my own learning and then taking that learning and sharing it out with others, whether that's through workshops or conferences. I also have the opportunity which is amazing to be an adjunct professor at City College of New York, teaching HR management as well as AI in business and I'm a very proud member of organizations like Troop, HR Women Defining AI, and I'm a mentor for All. Tech is Human, where we really focus on making sure that AI is democratized and people have an opportunity to learn more about it and to learn how to use it and bring it into their world of work. So thank you so much for having me again. I'm so excited for this conversation.

Speaker 2: 3:48

Well, thank you for being here. We're so appreciative of you both. This is a conversation that our listeners have shared with us is one of the biggest things that is top of mind for them. We know this is 60 minutes and we are going to move quick. So here are the four things we're going to cover tonight AI at work what's real versus what's the hype. Will AI take your job or make it better? How to stay ahead? So skills, tools and mindsets and we'll get through some listener Q&A and we want to hear your bold predictions. With that, I'm going to jump right into what's real versus what's the hype. So what's the biggest AI myth employees should stop believing today?

Speaker 3: 4:28

Well, I'll start out and say one of the myths is that they can wait because their company is not doing anything. Or you know, it's not required in the job because things are moving really quickly and your company also, big or small, may be doing more than you think. But I would say I'll just start with that is you might be thinking about it, you might be dabbling in it. I think you need to know more than you think you do because it's moving so quickly, teresa.

Speaker 1: 5:01

I'll honestly play a little bit of a like I think it's a both and I think that a lot of organizational leadership, certainly in small to mid-sized businesses that I've seen, are sort of figuring out what the walk and the talk around AI is going to look like without, without kind of with the ideology that employees aren't actually digging in and BYOAI-ing at work, right. And so I talk with a lot of organizations, organization leaders, hr teams where when I ask you know how many of you have put, you know, guidelines, out, roadmaps for your AI strategy it's quiet in the room, I'll put it that way. And there's this, I think, intrinsic belief that people are going to wait for that and they really aren't. They are sitting at their desks and have their iPads and their phones on the side of them using ChatGPT, whether we've endorsed it or not.

Speaker 1: 6:00

I also think in terms of Sorry, go ahead, no, no, go ahead. I was just going to not. I also think in terms of sorry, go ahead, no, no, go ahead. I was just going to say I also think you know and I don't know if we want to jump into this yet but I do think that there's this. I think the conversation you mentioned, mel around. Is AI going to take jobs? Is also a both end conversation. We should be having both end conversation we should be having.

Speaker 3: 6:23

Yeah, and I would say a myth is that, oh, you know, ai is going to replace a lot of jobs. I do think it will replace some jobs or some tasks where things can be consolidated. I also think and we've seen this in the tech industry I think there are new jobs and new roles that are going to come out and that people will be working differently. And I also just want to add one other thing that you know, some people think, oh, ai is only predominant in tech companies, or they're leading, but it is everywhere.

Speaker 2: 6:56

Yeah, we're seeing that too. We're hearing a lot of what you're saying. So one of the things I recently read, for example, is there the biggest disconnect is in terms of, you know, employers' expectations of how their employees are using it, and employees are saying tell me how you want me to use it. So there's a big conversation that seems not to be happening. So that's interesting.

Speaker 1: 7:16

Well, I also think, Mel, that it's not just tell me how you want to use it, but tell me how to use it, and I think that's a huge gap right now. There've been a few reports out in the past, say, five months, four months, around the disgruntledness of CEOs that haven't seen the productivity gains but they also haven't put the investment through to make sure people understand the what and the how of it. It's like we've kind of you know, either if we have the policies out there, we are sort of not really giving the guidelines or the support in order to effectuate the skill development that we need, or we're just not saying anything. I don't want to switch topics, but I have another really good myth too in a second.

Speaker 2: 8:01

Okay, I will hold that thought in a second. Okay, I will hold that thought. What's changing for real in 2025? That will actually affect the way people work. So what's what's a change you think is going to go full effect in 2025?

Speaker 3: 8:14

Well, I will say I will start with AI powered hiring and AI powered like employment reviews.

Speaker 3: 8:23

And we're already seeing this on LinkedIn and you know we're seeing with LinkedIn not only helping with our profile, but you're also seeing on LinkedIn offering with AI to help recruiters find people.

Speaker 3: 8:36

And we're also hearing about you know and know and Tracy you may know more than I do on this, but being used in the recruiting process to sort through and I mean, I know not every company is as big as a Microsoft. There's a lot out there, but you know we could get a thousand resumes for a role right, or companies, even for smaller companies. They're seeing that and so I think it's important to understand how to use AI. And so I think it's important to understand how to use AI, understand what that impact is there, and then also we use it and it's being used, even if, just like I use AI and my employee reviews and again, yes, I use it myself, but I have a great team and we do these connects. You know I have a great team and you know we do these connects and then I use that content from them. And then also, you know, and how I'm looking at evaluating things, you know, using Copilot internally with our own tools. So yeah, yeah, interesting.

Speaker 1: 9:39

Yeah, I would say one of the things that leaders really should be honing in on is, even though we are a lot of companies that we're seeing come out with sort of focused solutions In 2025, I do think we're going to start to see, faster than in the past, consolidation of some of these really unique tools being acquired, incorporated, the tools that we have used in the past.

Speaker 1: 10:12

Our systems are going to have a lot more front forward AI capabilities versus kind of in the back end, where we don't really see or touch it or feel it so much. It's going to become much more in our face, which is why I think this education, this focus on not only the organizations themselves but the partners and the vendors and the teams that are coming in and providing these solutions, making sure that there's not only a skill growth opportunity but there's real enthusiasm around like let's get everybody on your team up to speed, let's get them using it, share your case studies so to show the dynamic nature of it, getting people past some of the baseline what I call sort of a toe in the water. Utilization of AI.

Speaker 4: 11:02

Can I ask a follow-up question on that? Yeah, because I feel like there's a lot of everyone on this call has been through some sort of like technology implementation, whether it's Oracle or SAP or Workday right, or we're bringing in SharePoint, we're bringing in. I mean, I'm 45. It's been like I've been through every single technological thing here at work. I'm curious about, of everything both of you mentioned for employees, what's one thing where you're like we're actually going to solve this problem for employees this year with AI, like there's this coming and it's going to make your life super easy. Is it going to do that?

Speaker 1: 11:40

I can speak to specifically in the world of HR. I absolutely see and predict a year end where functional tasks that do need to be completed so things like the automation of communication, taking processes and being able to streamline the entire process instead of just pieces I do see that for some companies who are already in the water, I see that being executed by the end of the year. The automation is just going to become so fast People are going to recognize that they don't need complicated skills in order to do some of these things. Which takes me back to my other hot take, and so I do think for HR leaders, we're going to see some of that and it's going to be really exciting.

Speaker 4: 12:29

Yeah, normal manual pulling from LinkedIn to fill up people's talent management profiles.

Speaker 1: 12:35

Oh my gosh, would that be something if you never had to fill in multiple applications Again. That would be a game changer for applicants for sure.

Speaker 2: 12:50

I actually wonder too like do you, do you both think that because I used to work in a lot in like the tech stack for the L&D space, right? And how do you streamline all of the technology? Because we have all of these tools, or you're building a Franken tool that connects all of these tools together to operate, right? Do you see this potentially really simplifying our tech stacks going forward in order to support business, to make work just a little bit easier? There's not a million applications to go to at some point.

Speaker 3: 13:12

Yeah, I mean, I do have the benefit, you know, being at Microsoft and again, this is not necessarily a plug for Microsoft, even though I think we're doing a great job at this. This is just, you know. Also, my lived experience is, you know, we have co-pilot and it's primarily on open AI, but we have 1600 different language models, so I can't say a hundred percent what's behind everything. But and initially, once you learn how to prompt, like every different application now that we have, and then we have this, these connectors into other companies and as as other partners and in ERP systems, Right. So it's like anything I go into, there's a little co-pilot symbol there and it's like oh, you need this. Now it's a chat bot. Oh, you need. Before, when you had to call or you had to click, you just ask a question and it does it. Now I don't know.

Speaker 3: 14:05

I know some of this is in other tools, but, like in meetings, now we don't even ask like, hey, can we record this? It's like, why take notes? But? And then the notes and the action items and how that flow. I think I know this may sound simple, but it's very time consuming Note taking, follow up, administration, email. I mean, the amount of. It's just been a game changer. And then you miss a meeting. You go in there. I can multitask. I'm invited to a call. I can't go to that call because I'm on, I'm invited to like four calls, but I can actually keep up and say what was said about this customer, that customer. So you know, and you say the tech stack. I think there's going to be a few things that kind of sit across. I think a lot of these smaller bespoke tools are primarily used in, like smaller businesses, like maybe they can't afford some of these larger ones, but I think where you have, but you are having these layers that sit on top of a lot of the different technologies.

Speaker 2: 15:09

Okay, I want to get back to your myth, teresa.

Speaker 3: 15:14

My last question, for both of you in this area?

Speaker 2: 15:19

What are the biggest misconceptions about AI in the workplace?

Speaker 1: 15:26

Mine's not necessarily a myth about AI, oh, okay.

Speaker 1: 15:30

Mine is more a myth yeah, mine is more a myth around who knows what and who has expertise and who might not. I think that for a lot of leaders that are non-technical, they make the assumption that the technical team is sort of the knowledge keepers on AI and what's happening. And, through my own exploration working with leaders, working with organizations, we shouldn't be held back from inserting ourselves into the process, into the conversation, into the strategy around cascading these tools out because we're afraid that we don't know enough or that we're not informed. My very own brother, who's incredibly smart, has been in computer science since he was 17 years old. I had him as a guest on my. I have a free session that I run once a month called AI Quick Clinics. I had him as a guest and it was a real eye-opening experience what I thought he would know about it and what he actually did know. And I think there's a perception that I might not know enough to jump into the conversation or to ask how this is going to affect our organizations. Don't believe that hype.

Speaker 2: 16:42

It's not always true. I love that. Don't put yourself in a box right, right away, just be curious.

Speaker 3: 16:48

I want to give a plug for the liberal arts majors out there. One of the myths is you have to be practical and shout out to my bff I'm not going to say her name on here top platinum club winner a couple years ago, english major and if you follow me on linkedin, I'm like generative ai. The people that are thriving in it are those that know how to communicate, know how to write, know how to reason, and I. We have a lot. There's a lot of people in liberal arts that are in technical sales and different things, and so I just want to say, like, if people think Gen AI is technical, the beauty is it's AI for the general public and this is why, even though I am very technical, like I do have a liberal arts brain and in which I think complements it, but I'm like, I'm just like power, power to the liberal arts.

Speaker 2: 17:50

We'll take it. We'll take it. Well, it helps us tap into those human capabilities. I think it comes naturally to our liberal arts folks. I'm going to hand it over to you, Francesca. On going to take your job or not, let's talk about it.

Speaker 4: 18:02

Yeah, I mean it is. I think for all of the scary conversations about AI, I don't think people do realize that it can be. Honestly, there's a great equalizer here in the sense that we're all learning about it now and we can interact with it in different ways and come from different backgrounds.

Speaker 4: 18:16

You don't just have to be the technical, you could be the liberal arts major, which cracks me up, because the last time I heard you could be a liberal arts major and get a job at Microsoft, it was like 2000. And this girl was a tuba major and she's like but I'm a liberal arts major and Anderson Consulting just picked me up. I'm like what? So it's like everything. Everything kind of comes around full circle. Yeah, All right, I do want to. I do want to address the elephant in the room. We did this a little bit earlier. But AI taking jobs.

Speaker 4: 18:47

I, you know, World Economic Forum just came out with their latest on what's going to happen in the next five years with AI. Carol, to your very good point, we're seeing that there's some jobs that are going to go away. There's some job creation as well. That's going to happen, right, so it's, and actually there's a lot of predictions that it's going to create more jobs than it's going to take away. That's the latest data. But I'm curious, from both of your perspectives 2025, what are the job markets that you're seeing really get disrupted by AI?

Speaker 3: 19:20

Yeah, I'll just kick off with. I do think in the area of customer service and customer support, and especially either online or even, you know, calling in, and I know sometimes we get really frustrated Sometimes you know how it's like you're hitting zero, you want to talk to somebody, but it's getting so much better when it comes to that and also being able to upskill people faster because we actually have bots that are. What's really cool is, let's say you're a customer service person, it can actually evaluate what the person is saying and then it can prompt the agent on what to say. If they are speaking, they can tell, like, say, you're an insurance company and you get a call you know somebody's had an accident, it'll prompt you to say are you safe, are you okay? And then, based on what they say, and so we're really seeing in that industry and a lot of things like that, that can be automated.

Speaker 3: 20:22

But we also have to remember like the workforce is shrinking. Yes, I don't want to minimize that. We have that. There are challenges finding jobs, but there are not as many people with a lot of the jobs that we have. So I think it's kind of a balance. But I see that and a lot of you know more self-checkout, ai, powered payments, things like that where where we have that. And then also, I think there's going to be a lot of just consolidation of roles or a person can do more. We jokingly say, you know, it's like, okay, do more with less, and we're like, yeah, you're actually doing less with less, but I do think you will be able to have access to do more, you know, in what you're doing if you have the right AI tools.

Speaker 4: 21:15

Teresa, what do you think?

Speaker 1: 21:17

I would mirror Carol's sentiment that a lot of customer service. One of the places I spent some time in commercial real estate, one of the places I'm seeing a lot of value pickup, is the use of assistance in the middle of inopportune or non-traditional times, right. So the times that you want to find an apartment or you're looking for an office space might not be coincide with the times when people or agents are technically available. So I think in that way it's a little bit of an augmentation, less a loss. But I do think that one of the things that would be actually quite phenomenal Carol mentioned before that you know she's invited to four meetings. She can attend one because we've got these tools and these transcripts that help guide us through that. It would be really lovely to ideate around.

Speaker 1: 22:14

What do we want to lose, like, what do we want to do less of in the work that we're in? I'm sort of. And then on the whole scope of like there's a quote that I won't repeat because it's literally my least favorite quote in the world around AI and the impact it's going to have. My position is this If we can get people enthused and excited and curious about the ways AI can reinforce what they need to do. Save them some of their needed time so they can focus on the things that are more important. It becomes less around you know, I'm learning because I'm afraid I'm going to lose my job and more around gosh, what is what could be the art of the possible right, and that's that's really exciting. So I'm not a huge fan and it's just my style of like digging into the like where the loss is going to be and like what's the massacre. Much more like let's figure out how to support people in leveraging, and there is going to be natural attrition there's been.

Speaker 1: 23:14

I always tell this story when I present to groups that at one point there was a job called a computer. That was a job that a human person did, and now there are thousands of jobs to take the place of that person, so to speak. So I think it's and I also, just to kind of cap this a little bit of a meandering thought is that I earnestly believe that no matter who's putting their predictions out there aside from, you know, those that are in it, microsoft and a lot of these amazing companies like we have no idea. Like we have no idea what's going to come in the next six months. I mean, the past three weeks have been phenomenal in terms of just growth and development and availability, so it's like what's going to happen in five years, who knows, like. I think what we need to learn about is how do we get comfortable with the idea that five years from now our lives are going to be very, very different and get okay with that and like, enjoy the ride.

Speaker 2: 24:12

I love that sentiment. Teresa HBR just put out a really nice decision matrix that can be used with teams to have a fun conversation about this. Right, how do you make this work for your team? How do you want it to work for your team? So I feel like, if you're doing nothing else, especially if you're a team leader you should at least use this matrix like this and make it a fun conversation with your team so people aren't so afraid, but they're leaning into the possibility of how this can help them right, make their lives a little easier at work. What do they want to focus their time on? It's such a rich conversation.

Speaker 1: 24:47

Yeah, I've seen. I think the most amazing thing I saw last year was I had the opportunity to go work with the HR team the full team for Mazda North America out in California, and in the front row the most amazing woman was sitting there. I want to say her name was Dolly, but I may get that wrong.

Speaker 1: 25:07

She'd been with Mazda for over 40 years working in their compliance and benefits department and like she was right in the front wanting to learn, she was so excited about logging in and asking questions and seeing what it could do. And like that energy I just want everybody to take in their soul when it comes to embracing what's new, because when you've been in a job for 40 years, you know your shit, but you also have been doing that for a long time. I love that embracing of like let's make it fun, let's make it interesting.

Speaker 2: 25:40

Lead with curiosity and not judgment on this.

Speaker 4: 25:43

Yes.

Speaker 2: 25:44

Yeah.

Speaker 4: 25:44

Both of you talked about this idea of like, enhancing, and I kind of think about the super worker, if you will. How can AI enhance? Not replace necessarily, but I'd like to go down this, I'd like to go down the enhance route for a hot second. Carol, you mentioned earlier things like Copilot can, or Otterai there's other tools too but especially Copilot because, let's be frank, microsoft is embedded in most enterprise organizations as well, right, but it can take notes for you, right, you can pull it in there and it can pull out themes and that sort of thing. What are some of the, I think maybe I would like to ask this, either from the easiest ways or the most effective ways that you've seen employees enhance their jobs with AI?

Speaker 3: 26:26

Yeah. So I'll give a couple of examples, because a lot of times and I've been such an early adopter, like from the very beginning, chat GBT I literally spent hours like on it and learning it and stuff. So like if it's new or whatever, I'm like, okay, let's try. And I also I'm like, okay, is it true, right. So I do want to mention the note taking because even though some people may oh yeah, I can take notes, but the way it has changed our culture at Microsoft and Microsoft Teams, so you can do a transcript or you can, like you know, do a video, but that notes being in the record, and you think, ok, well, I'll get the notes, but I'll make sure they're accurate, or the detail, and they have levels of detail. It even takes the action items afterwards. So then, like it's like, ok, you have those and then you can follow up on those. But just the idea that you can pay attention in a meeting and not have to take the notes and you may take one or two, that has been huge. So the engagement has gone up. But also it's become a cultural expectation, I mean, unless you're having a sensitive HR related conversation or you're trying to have a conversation where you want to one. Maybe you want to have something open. It's now become an expectation. I'm like, why would I take notes Right now?

Speaker 3: 27:46

The other thing I just want to quickly mention is at microsoft, we have an like an award culture. We have a lot of things that we have to do write-ups for people. I just had something like two days ago. My boss sent me this message and said hey, I want to nominate somebody for this, can you write it up? Well, that normally would have taken me an hour, but I I already had a write up on this person. I literally copied the questions, copied the write up, popped it in Copilot, looked at the answers, barely had to tweak it. It literally took me like three minutes to write because, like, you have this body of content, like your resume or like we do connects, and so, oh, you want to write up this award instead of me having to go do that. Like I can just go to that or I'll go to people and say, hey, can I talk to you for five minutes and ask you these five questions, and then I take the notes and I use it for something. So I'll pause there, but I will just say that in and of itself on that topic. And then I do want to introduce one other topic and we can pull the thread on it if we have time is I talked about using it also for empowerment and using it as a coach?

Speaker 3: 29:02

I've used it in difficult HR situations where I'm like, hey, I want to have this conversation, I want to be professional. This is going to be tough, you know. Sometimes. You know, extroverted people can be too wordy. Help me do this Like, help me make it shorter. Or it's like, hey, I want to coach or give somebody feedback and I've even taught you know people in my world of like, hey, you're in this conversation, somebody speaking over you. You can have AI go in and say, hey, I want to simulate this conversation and I want to go back and forth three times and I want you to challenge me, to like step up there. So I just think the idea I love what you're saying of the enhanced worker that is the best way is to make yourself better in what you're doing and that's going to prepare you to be flexible for what comes.

Speaker 4: 29:55

Yeah, I. One of the things that I've always thought about, too, with AI is like what are those ways that you can enhance it? And also, on the flip of it to your earlier point, to what are those things that we can? If we didn't want to do, we could offshoot it, so it gives us more time to do those things that we want to do as well, too, so we can be in the conversation like note-taking. It's awesome.

Speaker 1: 30:16

It's awesome, yeah, and just to kind of yeah, I was just going to jump in. I I think that. So I, I've lived in a Microsoft world for a lot of my career. I still use Microsoft, but I also venture out and use a lot of other tools, and I think that I, you know, I appreciate what, what Microsoft can do, but I also appreciate that there are other tools that do certain things better. And so, you know, I think, when it comes down to, I want to be very specific. I always I'm very practical person, so, like, what can I actually take away and look up Right? So I think, when it comes to, what are the things that, as an HR leader, say I spend a lot of time doing? I'll start with. I have three examples of different things, but the first one I'll use is employee engagement.

Speaker 1: 31:02

One of the most time consuming processes and projects that any company takes on is evaluating feedback from employees and I think what the history of the process has led us to do all of these Likert scale questions that don't really give us a deep understanding of what's happening. But with AI and natural language processing and tools, there's a company called Inca I-N-Q-Q-A. For those that are listening. It does phenomenal work at breaking down long form question commentary question, complex questions in native languages and different approaches. What would take me months and I know I've talked to thousands and thousands of HR leaders it takes us months to do, to do the work what would take months now gets boiled down and is explainable, which is a whole concept if we have time we should talk about, but is explainable in a matter of minutes. So when you talk about like, how does this actually help me be more productive, instead of either sitting at home, when I should be enjoying my time with my family, sitting on the couch working through spreadsheets of commentary and trying to come up with my own bias views of what those comments mean, using tools and systems like Inca to actually get me the most important part, which is the meaningful feedback, the meaningful insights, so then I can turn that around in a month's time instead of six months and actually take action on those things, I think another space that we're going to start to see real exciting change.

Speaker 1: 32:39

Because if you've been like a manager sitting in the middle of performance reviews, sure, I'm sure a ton of people in 24 and their year end reviews were like using chat, but I think, when you look at, there are tools. There's an organization called Opry, based out of Nashville, female founder, is doing some amazing things with sort of contextualizing performance feedback using the tools and the communications that are already happening natively. So it changes from you know. Imagine not having to sit there and remember a year or six months or you know, a quarter's worth of work, but being able to get reports in that help you guide the performance conversation. So there are these tools that just it's just very different. It's a different way that we will be able to work and use data to actually have the conversation and build culture. Which, to me, is certainly one of my primary focuses throughout my career as an HR leader is to how do we really speak directly to and create environments that support employee experience and employee sentiment?

Speaker 4: 33:52

Yeah, you know that's such an interesting question. I've been having a lot of conversations lately about organizations trying to fit AI into their processes versus building AI first processes, if you will and I think a lot of what we're talking about is how it's making these existing processes even better. Is, even when you think about the performance review like you kind of married Carol, what you talked about with, like note-taking, and then Teresa, what you talked about with the performance review AI is actually gonna force us to change even the way we think about performance. Potentially and I actually think it's gonna change it for the better because, if we think about it, if you can in like, in a way, have AI on a weekly basis, you're just giving examples about what your employees are doing or how you're feeling about their performance, and AI is logging that all along, and then the PM comes in at the year end to aggregate all of that. It's actually forcing better talent processes as opposed to what we have now, which is basically let me remember this at the year end and we never do.

Speaker 1: 34:55

Well, not only that, francesca, it's doing it in a bespoke, curated way for the needs of that you as an individual. It's now taking mass processes and boiling it down to what are the needs that Mel has. What is unique to Francesca in her background, her experience, the way she's operating, her communication style, you know? I think it's its ability to take in so much insight, and certainly not without some bias and some you know some of the negatives, but do a pretty damn amazing job at getting us insights that we can then act on for one another. Or to carol's point about using it as sort of a culture guide, like use it for ourselves, for our own growth. That's just fantastic that's exciting.

Speaker 3: 35:50

I do think there's a little bit related to, though, like this human element and and again, I know I, I know I'm going to tell them myself a little bit working for Microsoft, but, like we know, we are customer zero right. Everything at Microsoft is measured. You know these work, trends, reports and what people are doing and stuff. So we, you know it's our joke is like Microsoft is always listening, so there are conversations instead of having them on teams.

Speaker 3: 36:24

It's like I just laugh at the number of things that like we text or we talk on our phones and again, it's not that we're hiding anything as much as it is.

Speaker 3: 36:33

It's like you know, and so, but I do also think there's going to be an element of, especially with AI powered insights, of people being more thoughtful of how am I going to be measured? Oh, what is going in here, how is this going to look right? And I do think it's good to have some transparency. I mean, obviously not everybody knows the secret sauce behind the curtains of HR, but I do think, over time, as there start being more measurement consequences and I'll give an example. So we did we have, like this training platform to help us, coach us on, like security selling. Okay, and you know Microsoft's piloting it, it's one that's out there, and so when they rolled it out, you know they were like, hey, we want you to do this, but it's not going to impact your performance review, like we're not going to have you do this. And then we're going to, like behind the scenes, be like, oh, this person doesn't know how to talk about security.

Speaker 3: 37:34

But I thought that was really interesting. It's like are people willing to use these tools? I mean, I will admit like and they asked me to help test it, which I thought was cool, and I gave feedback because I was technically right in what I said and it rated me high on some things and low on some things, and I'm like, oh, it just gave it, kind of gave up. So my only point in this is I do think, as a human, we need to be thoughtful, we need to be aware, we need to be willing to ask questions, and so, as much as I am a champion of AI, I do have a lot of issues with it.

Speaker 2: 38:11

So yeah, I think it's healthy skepticism, you know it's good to have. It's good to have but I'm sold, teresa, like you add, cutting synthesis on employee engagement and culture down to three minutes where, and something that can be continuously measured, so you have real insights in real time that you can take action on, like that's just super powerful.

Speaker 1: 38:29

Yeah.

Speaker 2: 38:29

Yeah.

Speaker 1: 38:31

I mean, just think back to, like your starting days in HR or in, you know, in your as a manager.

Speaker 2: 38:36

As you know, like sticky notes and one thought on each one.

Speaker 1: 38:41

I laugh and I say, like I, I it was actually. It was actually after seeing the initial demo of Inca. This was back in the beginning of of end of 23. And I had this thought that like, oh my gosh, I'm going to turn into my father. So, side story, I grew up in Milwaukee, wisconsin, and I moved at 13. But before then I never got a day off of school. I don't remember us ever getting like a snow day. My mom was four, nine, like snow above her head a lot of the time, no snow days. And my dad used to tell this joke right about how he would walk uphill both ways to get to school with no shoes, that whole thing.

Speaker 1: 39:19

And that's how I feel about future HR leaders. They're never going to know the pain that I had to go through for engagement surveys or to do performance reviews at a major enterprise company using Excel spreadsheets or like, and there's something so wonderful about there about that. But I do agree for sure with Carol that you know just because and that's another sort of myth that I had thought about just because it can doesn't mean it should. And so making sure that human in the loop, always reviewing your output, the last, I use a metric that is, 40% of people use AI outputs exactly as they're delivered, and that's terrifying. It is terrifying.

Speaker 4: 40:09

Well, half your LinkedIn page is people with the Zoom rocket. You know like it's all chat to be content.

Speaker 1: 40:16

Does anyone?

Speaker 3: 40:16

have an original content I can. So yeah, I laugh because I do feel like it's all chat-shippy content Does anyone have an original thought, I can.

Speaker 1: 40:19

Yeah, I laugh because I do feel like it's important. There's a lot on LinkedIn also about like criticism of people that use Gen AI posts and my response is pretty much the same, which is these are I assume these are people that are just dipping their toe, they're just starting and we have to encourage that exploration, even if it means I've got to look at a lot of like green check marks and rocket ships.

Speaker 2: 40:44

I, by the way, I actually physically put those in myself, but now I'm like I definitely was not using it. All right, you're going to stop that. I prefer to show people Like a weird millennial with my icons, okay, well, I wonder if we can pivot over to how you can stay ahead, and we've talked a little bit about this. Right, be curious, not judgmental. Play. Get out there, start the conversation. What skills should employees really focus on to stay relevant in an AI driven workplace?

Speaker 3: 41:11

Yeah. So I know we talked about this and you were like, yeah, this seems obvious. But first of all, I would say, how much have you used it? Like look at the last day, week, month, because, yes, I have Copilot at work and sometimes I use it more than others. I mean, I use Teams every day, I use ChatGPT all the time and, yes, I know how to prompt, I spend a lot of time on it. But I would say, do you know the basics? And if not, and they're like, well, where do I start? Because I was going to say this at the beginning like AI is kind of like Google.

Speaker 3: 41:51

People are like, oh well, ai will transform the world. Well, what can it do? It's kind of like Google. It's like, well, what does it say? You have to have ideas, right, but I would say, just learning how. And if you prompt, like focus on more complex prompts, focus on asking it questions, ask it how to help you to solve something like that.

Speaker 3: 42:10

And then, if you have tools at work that have been introduced, use them that have been introduced, use them. And a lot of it is like any skill building and to stay ahead. The other is and this is going to sound obvious and I know we're all on LinkedIn but I follow people on it and then when something's out there, I just try it, and so I know I speak on it and I work for Microsoft. But people have asked me you know, how do you know all this stuff? Like Microsoft didn't say, oh, ai is coming, here's the training. This is what they do, you know, because they have to keep everything quiet. It comes out there, then we figure it out and the training comes later. So I just learned it because I wanted to right. So it's just, if you, it's that curiosity and the access to the tools. Copilot's free.

Speaker 3: 43:05

The basic version of chat GPT is free, and so I would say that's, that's the start, and I will just give one quick example of how I got started at the very beginning and how I use it now. So you know, deloitte, mckinsey, all these companies we've worked with or know about they produce these really long PDFs and I'm like I'm sorry I don't have time to read. You know, 57 pages on CEO research. But what I do is I upload it into ChatGPT and I'll say summarize it and give me the key points, and then I'll say make it an executive one hour webinar and then I'll say turn it into a training program, because you know we've all done, you know, training together. It's like turning it into a training program.

Speaker 3: 43:54

So I'll take content and play with it and in different ways to kind of learn how to use it. But instead of saying like, what do I do? Think of something that is long and tedious to do and just start there, but now it's kind of fun, like I'll get an article and then I'll say summarize this and I'll be like okay, this piece, and then I'll go into that article and so I can consume a lot of research by putting it in there. And then I try to say how would I present this on a podcast? How would I present this to an executive? You know, if I'm new to this, anyway, I'll pause there, but that's how I've learned is like just take a document, take your resume or something, and just play around. So it seems simple, but that's how I still learn that way.

Speaker 1: 44:46

And there's so much happening and so many tools and resources a lot of them that provide free kind of initial trial, kind of initial trial. So there's actually a great tool called Oasis that will do sort of what Carol mentioned, but it gives you a few different prompts so you might not be somebody who thinks about like, oh, what would I do as an executive summary for this? And it will give you some of those prompts so you could think about, like, what if I wanted to turn XYZ into ABC, if you will Like, what if I wanted to turn XYZ into ABC, if you will. The other thing and this is just a personal tip there's so much private information that we have online. If you are clicking off the terms of service without copying and pasting them into ChatGPT and asking it what you need to be aware of, that's like just a little that one's for free. I'll give you that tip for free.

Speaker 2: 45:35

Check every EULA.

Speaker 1: 45:37

Yeah yeah exactly. Oh my gosh, please, I never do that, I never do that.

Speaker 4: 45:43

Who does you should?

Speaker 2: 45:46

You're going to do it now.

Speaker 1: 45:53

I love that. The other thing I would say, I think, in terms of when we talk about real skill building, is recognize that you can tell that it's wrong, that if you have a skill, if you have a knowledge in something, using your critical thinking and challenging it, that is incredibly helpful for training these models, giving feedback. So in your own learning, making sure you're giving that feedback and then, like, rally some of that adaptability in terms of skill building. We all became a ton more adaptable during COVID, right.

Speaker 1: 46:27

Like what I thought I would be doing in 2020, in January, is most certainly not what I'm doing in 2025, but we all learned adaptability and that is what we're going to have to hone into. You know, if you have a, if you have said to yourself in the past two years but that's not how we do, it really get like put the rubber band on your arm and snap it every time. You think you have that instinct Because it's like we are. If we continue to think about the way things used to be, it's really just going to hold us back versus embracing this idea of what could be. So in terms of skills, I think this like get literate to Carol's point, understand the terminology, use it, but also challenge it. You can tell it it's doing a bad job. You can tell it it was biased in its information. You should tell it all these things and don't just take what it says as unfaithful.

Speaker 3: 47:27

Yeah, and then there's a lot of tools out there.

Speaker 3: 47:31

Like I was just playing or it had been a while. So and I'm already spending so much on tools I upgraded to the $200 version of chat GPT to try it out. I, like I got even though I'm at Microsoft got rid of perplexity. I want to know everything that's out there. I have the meta AI glasses I should have. I should have had them here. I'd put them on and show them to you.

Speaker 3: 47:53

But, like I like to experiment, there's a lot of stuff that has free stuff, and so I tried that app where you could like turn yourself into an avatar or it was like an AI generated picture and and then, of course, my kids were like really creeped out by that. They're like don't do that. And then 11 labs like they have a free version and you can go in and it's really cool. You can put in text and then it'll do different voices, so and you can learn how, like voice Synthesia. Like they have a free. It's like the avatars and what I would love to do. I haven't. I'm, I don't really have a justification to spend the money, but you can actually. I think it's Synthesia where you can actually go and record yourself and then they would turn like you into an avatar. So think about, like when we were at Deloitte and stuff, you know they could have Kathy Engelbert in there like be her own avatar or whatever.

Speaker 3: 48:52

But yeah, I'm not quite ready to like spend my money on that yet as a as an experiment, but I don't know. It's like it's scary, but it also helps me know, like what could be done. You know so, but there's there's a lot of stuff. If you truly want to learn, just go look for free trials of AI tools. There's video. There's voice to text. There's turn yourself into. It was fun. There's voice to text. There's turn yourself into. It was fun. It was like I had a lot of fun with like turning myself into. You know different versions of my face and different things.

Speaker 2: 49:26

So but that's what.

Speaker 3: 49:28

I learned from all of that there's a really good.

Speaker 2: 49:31

I'm sure you both know it and I'd love to pivot into this question for you both. I know for me, even with the testing and learning, carol, like you I think, I spend a couple hours each week on there's an AI for that just exploring what new.

Speaker 2: 49:44

AI tools are out there, because you just never know. I'm like what's this? Okay, let's see what this is all about. So I love that concept. I'd love to hear from both of you. It looks like, carol, we may have lost your visual, so I'll start with you, teresa first, on what tools are you testing with and or who are you reading and listening to right now to, to stay ahead of this evolving landscape?

Speaker 1: 50:07

So I'm not sure what I'm looking at there on Carol's, but I'm going to try not to be distracted.

Speaker 3: 50:14

I'm not sure either. I went to the wrong camera, so I'm trying to turn this off. My apologies on that. No worries, carol, okay all good.

Speaker 1: 50:25

So, similar to Carol, I also just recently purchased the pro version, so it's an expensive investment. Obviously, it's what I do for my business, so being able to leverage the automation and the capabilities and just really learn about agent AI and how it's working in real time is really interesting. I have some of the tools that I consistently go to. I think you know a cloud is really great. Some of the functionality that has come out over the past year has really been amazing in terms of you know, I've created for clients interactive total compensation summary tools within Claude and then I'm able to share them even if they don't have a paid version. What's really great about that is, even though a lot of companies benefits providers, things like that have those tools, they very rarely take in everything that an HR team can provide, so this is a really comprehensive tool for employees. So I really love this like dynamic nature in which things are coming out. I really love Notebook LM. I use it a lot.

Speaker 1: 51:28

I you know you talk about uploading one article into ChatGPT. I uploaded 50 of the last recent articles and I've provided that to my AI and business students as a sort of whole repository for learning and querying, and it's just been really interesting to see how they use that dynamically and to be able to build stuff like that. I'm a huge Canva user so I go back and forth on the AI capabilities in a tool like Canva, but I really think this year it's going to be people learning. I call it tool stacking, so I may go from ChatGPT to Canva, to Perplexity for Research, to Claude, because it just has a better humanistic approach to communication, less bias and things like that. So I kind of do this tool stacking and work my way around to get to the solution that it's kind of a blend of all different solutions.

Speaker 2: 52:26

And who are you reading, listening to? To stay ahead.

Speaker 1: 52:34

I don't even feel like I have like a person or two people. I listen to a lot of AI podcasts. I kind of jockey it around because I think every, every different podcast is focusing on something different. I do get like the AI tool report, which I think is really helpful just to stay on top of which tools are out there. Connor Grennan there's a few that kind of seem to. You know, in his role he really has his finger on the pulse of what's happening. You know he's the one that I follow that always has access to these things early, so it's really nice to just kind of get my eye on him. And then there are some HR leaders that I really that are starting to lean in.

Speaker 1: 53:15

I didn't ask them if I could mention them, so I'm not going to, but a few HR leaders that I'll give credit to in the follow-up of this when this is launched that are really trying and experimenting and integrating AI in awesome ways and that's been really fun to watch. So I have the clients I work with, but to see what other people are doing has been really amazing. And Amanda Halle she has an awesome newsletter that really focuses in on HR leaders using AI, which I follow.

Speaker 3: 53:42

Okay, and can you guys hear me? Yeah, okay, perfect, perfect. And so my unfortunately, my Microsoft Surface laptop has let me down, so I'm on my video here. So reality here. But no, I really like Lori Mazur. She wrote a book called Temperature and the Age of AI and I got to meet Lori in person and it's really about understanding the type of creative person you are, the type of person you are and how you show up and engage with AI and instead of being like, oh, you're this kind of worker, that kind of worker AI and instead of being like, oh, you're this kind of worker, that kind of worker, looking at yourself from a creative lens.

Speaker 3: 54:22

And, of course, I know a lot of people follow Allie Miller and Allie and I worked at AWS at the same time, but I wanted to just pivot here a little bit of. You know, we work in tech and we think of consulting. My middle daughter is a fashion design major and I will admit, admit like when AI first came out, I was like, oh my gosh, is this like going to obliterate that industry and the creative industry? And so I've been following a lot in like industry magazines. So instead of just following like AI people and this goes back to like in our days of being industry focused, I think it's important that we look at different industries. Yes, there's a lot in robotics and aerospace, but in fashion, I really love the way AI has been like integrated into fashion. But then I'm also seeing a little bit I wouldn't call it a backlash, but it's like valuing that this was created by a human right, and I don't think there's been a lot of love of like commercials that are like all AI right, like we really like, and not that there's not AI elements right and so.

Speaker 3: 55:31

But when you're talking about who to follow, I would follow industries that you care about to follow, I would follow industries that you care about. And also law Law is being massively disrupted. We have customers I'm not going to say their names, but we have customers that have legal journals and all this different type of stuff, and obviously stuff has to be double-checked in certain areas. But I actually think that industry and the fashion industry we're going to see a lot of change and then there's going to have to be a lot of adaptability. So that doesn't mean there won't be a human. That doesn't mean that all fashion design is going to be done that way.

Speaker 3: 56:13

But if you're. Again, it goes back to if you're in that industry or you're thinking about industries around you, like how are you going to have to interact differently? And you know the more, the faster you learn it or you at least pay attention. There are some industries. I mean, I can't know everything, obviously, but I'm keeping my eye on it and I I'm like, oh I, when this matures to a certain point, I'm probably going to have to pay more attention here. So I'll pause there.

Speaker 1: 56:46

I have one more. If, if you're in HR and you're looking to to find somebody to follow, follow me. Yeah, I'm writing a book. I'm getting ready to launch it in a month and a half, but I wrote a kind of a working playbook for HR leaders on how to integrate. There are so many of us out there that are just trying to figure it out and be a part of the change we want to see and have the conversations and talk about it. I do that every single day. I'm very blessed to be able to have this as my career in my life now, so it's awesome.

Speaker 4: 57:27

I can ask a technical question. I just want to go back to something really quickly because I genuinely have this question. I genuinely have this question. You both are paying the $200 a month for the pro version of chat GPT. Did I hear that correctly?

Speaker 3: 57:41

Yeah. So let me tell you why and I haven't decided if I'm going to keep it because all of these AI tools like I speak on AI, I'm a global AI speaker for Microsoft I like I can't just focus on their tools and also I'm interested in it. I and I speak on things like this. So I want to know what's going on. So when I watched the video, when they were showing agents and things like that, I want to be like does this really work? And so I have to. This is going to be like a month to month thing, but I mean I did have.

Speaker 3: 58:16

I do pay for like five different tools and but when I use the $200 version on agents, I'm working on my own branded website on Squarespace. So the agent actually I was practicing with it it actually went in and updated the titles, changed the pictures, changed the stuff, like it did it, and I was just using the agents and stuff. So you know, because we use agents at Microsoft, but I'm like can the average person? I mean I know I have above average AI skills, but can I get it to do anything meaningful? And the answer was yes, but I'm not. I might just use it and then wait and see like it may go back and forth, but yes, I am paying for it.

Speaker 4: 59:03

And so you're using it for agents which are like, basically the equivalent is pushing it to be more of an assistant, where it can do tasks on its own without having you having to prompt it right. That's what an agent is.

Speaker 3: 59:13

Yes, but basically what it does is it goes in and takes over, when it doesn't take over your computer but like the website and and you can watch it as it does it, it does it for you. But agents I mean I know a lot about agents and how we're doing at Microsoft. I was trying to look at it more on the consumer side and see because I will say this to the audience learn about agents, because everything is way far farther ahead than you think it is. Learn I'm not saying you have to know how to build them or whatever, but that it would be a great area because this is the year of more agents coming out. So, teresa, anything you want to add.

Speaker 1: 59:52

Yeah. So I just made the decision, like on Friday, to I have a friend who posted about it and I was like, if you're willing to join me on a every Friday conversation and like do this together. And he was like 100%. And then my friend, amanda Halle, who I'm very close friends with as well, she's like I'm in, I want to do it too. And so I believe my mindset today is the same as Carol's, which is like I feel like based on my business, I need to understand it.

Speaker 1: 1:00:23

Would I recommend that the average Jane go out there and spend $200? No, I don't even know that I would recommend the average Jane has to spend the $20. I think it really depends on what your use is, and for me, part of it is because I am a solopreneur and figuring out how some of that automation works and how it can work for me is really important. But I also want to be part of the leadership saying, hey, everybody, here's what's coming and here's what it looks like and here's why you don't need to be afraid of it. And I can't do that in the same way that I talk with leaders and say, look, you can't be a part of the strategy to support the launch of AI if you don't use it and you don't understand the vernacular.

Speaker 1: 1:01:07

I have to educate myself, just like I would expect those people that are still standing in the seagrass waiting to jump into the water about AI. They've got to start exploring it and that's what I'm doing, but I wouldn't recommend it to anybody, and I think that there are to the point earlier. There's a lot of tools out there. They're going to come fast and furious this year. You know the fact that a tool like that, a launch like that, didn't even have like a here's the launch party for it. It's just like quietly on a Thursday. They're like, okay, we have pro version now. And then you know Claude comes and then perplexity is like we have it too, like it's just happening so fast, and that's where you know staying on top of it is so important.

Speaker 4: 1:01:51

All right. No, I appreciate it, I just wanted to know. I need to know if I need to make space in the budget. Do I need to make space in the budget this?

Speaker 1: 1:01:57

is what I'm doing, not now.

Speaker 4: 1:02:00

Read up on agents. Make sure we know what they are, I understand. Noted Noted.

Speaker 1: 1:02:04

And understand the term agent is used a lot. There's the way that I sort of describe it is there's sort of assistance, which you know, the word chatbot or custom GPT or assistance. They're all this like kind of interchangeable vernacular. In some ways. Agents are very specifically focused on being able to take action, not just regurgitate information but actually do take action. So they do kind of take over your computer Right, right, right, yeah Awesome.

Speaker 2: 1:02:33

Mel. Well, we're going to transfer over to you, francesca, for listener Q&A and our bold predictions, so we can close out this live with you guys. How does that sound? Yeah?

Speaker 4: 1:02:43

I'm just going to ask one of the bold predictions, because we're already, we're at time.

Speaker 1: 1:02:47

Sorry guys, no, no no, no, no.

Speaker 4: 1:02:50

I'm going to do an employee-centric question just to wrap it. It could be something you've already said, but if there's one thing an employee should start doing today to future-proof their career, what is it?

Speaker 1: 1:03:03

Download a generative AI tool of your choice to your phone.

Speaker 3: 1:03:11

And every morning when you wake it up, have a conversation with it. Nice, I would echo that. And on the iPhone, there's a quick action button on the top left and that's where I have my chat GPT app, yep. And so I agree. And I would say pick one thing and just go do it. Like, don't, you know, break it down into parts. You can feel overwhelmed. Think of something you need to do, something you need to read, you need to update your resume, you're going on a trip, doesn't matter what it is, just pick one thing and do it and don't give up.

Speaker 3: 1:03:48

I always say and people say this seems simple to me, but they're like this really helped me think of ai as a conversation. A lot of people give up too fast. Oh, I put in this prompt and didn't get the answer. You're having a conversation and and you can like, oh, in your mind, if you're thinking that wasn't specific enough, type it out. That wasn't specific enough. Oh, I didn't like that answer, I really wanted something that was funnier. Oh, that like whatever you're thinking in your head, stream of consciousness, type it in, and you have to have the patience to play with it and tell it what you think and ask it and it's also fun, like once you get going. But that's what I would say.

Speaker 2: 1:04:32

All right. Well, friends, you can find Teresa Fesinstine and Carol Scott on LinkedIn, so please do follow them, as they mentioned LinkedIn. So please do follow them, as they mentioned. We will also tag them on our post for the podcast and you can listen to the playback on your Work Friends. And your Work Friends podcast also has a community on LinkedIn. Join us over there, where we post weekly episodes with special guest experts like Teresa and Carol on various topics. So please join us over there and you can find us on every social media platform. So go out and find us, and we're on Spotify and Apple, and thank you for joining us this evening for the conversation. Thank you, friends.

Speaker 1: 1:05:13

Thank you for having me.

Speaker 2: 1:05:15

And it's been so fun Thank you.

Speaker 3: 1:05:17

Thank you, sorry about the video, but this has been awesome. Thank you so much.

Belonging & Unhiding at Work

Your Work Friends Podcast: Belonging & Unhiding at Work with Dr. Beth Kaplan & Ruth Rathblott

At work, we tweak our tone, filter our stories, and sideline parts of ourselves to fit in—and it’s exhausting. In this live episode, we’re joined by Ruth Rathblott, TEDx speaker and bestselling author, and Dr. Beth Kaplan, researcher and author of Braving the Workplace, to talk about the hidden labor of self-editing and why it’s costing us more than we think.

We dig into the emotional toll of always managing perceptions, the difference between fitting in and belonging, and what it takes to create workplaces where people can show up without shrinking and hiding. Whether you’re leading teams or just trying to feel like yourself from 9 to 5, this conversation will hit home.

Listen or watch the full episode here

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Speaker 1: 0:00

Most of us are hiding something about ourselves and it's exhausting and it's lonely and we come up with a narrative that we think we're the only ones.

Speaker 2: 0:23

Hello friends, I am Mel and this is your Work, friends, and with me is my co-host, francesca.

Speaker 3: 0:32

Hello.

Speaker 2: 0:34

Okay, great introduction. And today we are so lucky to have two amazing experts with us and we're talking about belonging and unhiding at work. We're going to dive into what belonging and unhiding mean, what they look like in action, why people hide, the true costs of hiding, how to incorporate strategies to nurture belonging and unhiding in the workplace, especially in this climate. And we're going to leave some room for some listener Q&A, and our experts are going to give us their bold predictions on the way out. So let me introduce these lovely folks. With us is Ruth Rothblatt. She is my mentor through the National Speakers Association, but she is also an esteemed TEDx speaker, executive coach, consultant, bestselling, author of three books Single-Handedly Learning to Unhide and Embrace Connection and Unhide and Seek Live your Best Life, do your Best Work. She also was published in Time everybody, so check that out. She's acknowledged for her expertise in unlocking individual and team potential and just all around rad human being.

Speaker 2: 1:42

And also with us is Dr Beth Kaplan. She is the author of Braving the Workplace, which officially launched today. Get this book, it's amazing. She has also been recognized as a must read by the Next Big Idea Club. She's a researcher, writer, thought leader. She's worked with organizations like Salesforce, the University of Pennsylvania, georgetown University and the Carnegie Foundation. She's also developing a groundbreaking belonging tool with the University of Pennsylvania, georgetown University and the Carnegie Foundation. She's also developing a groundbreaking belonging tool with the University of Pennsylvania which will measure belonging and propensity to thrive. Welcome to you both and thanks for joining us today. Thank you, great to be with you.

Speaker 1: 2:19

Yeah, thanks for having this. I'm excited for this conversation.

Speaker 2: 2:23

Yes, Very awesome. I'd love to jump in right away and just learning more about your personal stories, how you got started in this work, what inspired you to start this work. So tell me a little bit more about you guys. Beth, I'll start with you.

Speaker 4: 2:38

Sure so excited to be with all of you today. And, yes, it is launch day, so how exciting is that? Thank you so much for cheering me on. So, believe it or not, I didn't set out to study belonging. However, like most researchers who studied their own trauma, I set out to understand why so many people, myself included, felt like they had to prove their worth just to exist in certain spaces, and the more I researched, the clearer it became belonging. It's always about belonging, and belonging is so complex and everyone has their own definition. So, for me, my exciting gift to the world was redefining and being able to give new tools and a language to something that's a little bit more complex than most of us understand. So, to me, I look at belonging as the innate desire to be part of something larger than ourselves, without sacrificing who we are.

Speaker 2: 3:30

I like it. I like the. Let's not sacrifice ourselves for the greater good? Oh, absolutely. How about you, Ruth?

Speaker 1: 3:36

Yeah, there's a lot of stuff in terms of what Beth was just saying that resonates so deeply. I also did not start out to talk about unhiding in my life. I probably was the furthest from wanting to do that, as someone who hid for 25 years a big part of myself. I actually started in the nonprofit space. I was a nonprofit leader and CEO who was focused on young people and helping them express themselves, helping them think about college access and college success, mentoring and education, and it wasn't until I was in a conversation about actually DEI that I started to realize I had been hiding a huge part of myself and I had not shared that with the world. I hadn't shared it with myself, so I had been.

Speaker 1: 4:26

I was born with a disability. I hadn't shared it with myself, so I had been. I was born with a disability. I was born with a limb difference and for your listeners that means I was born missing my left hand, part of my left hand, and when I was 13, I started tucking it in my pocket. When you go off to a new high school, I think some of us have those flashes of what high school can feel like, where it's oh, I have to fit in. Do I make friends? Am I going to get along with people? Who am I going to sit with at lunch? Like all those feelings of high school. And I started hiding at that time and didn't realize the impact it was having on how I was showing up, how I was connecting with people, and didn't even know there was a tool or a conversation or word that could help unhide.

Speaker 1: 5:10

And so that's where I've spent the last few years really delving into that research, delving into what was the process of unhiding and then finding out honestly, beth and Mel and Francesca, that most of us are hiding something about ourselves, and it's exhausting and it's lonely and we come up with a narrative that we think we're the only ones.

Speaker 2: 5:31

Yeah, I don't think we are. I think that's, ruth I, why I love what you're doing so much, because you can't have belonging without unhiding yourself too. So I'm so excited to talk about how these things align together. And yeah, I think we've all can relate to that feeling of not belonging through high school for sure, but some I used to joke often that corporate environments can often feel like high school, where there are certainly cliques or in groups and out groups and navigating political landmines and then, for various reasons, to fit into those groups, you change yourself. I tried to hide my New England accent, but someone called out the R that I add on idea, just little things like that. I think we all do things to try to hide who we are. But today is the purpose of today is like how do we get people comfortable with thinking about belonging differently and what that could look like and how to unhide themselves? So I appreciate it. I'm going to hand it over to Francesca. She's going to dive into how we define it. So thanks.

Speaker 3: 6:30

I think both of these topics are so important in and of themselves, and I know, beth, you started by talking about how belonging is this innate desire to be something or to be part of something bigger than ourselves, without sacrificing ourselves, yes, which I think is your contribution there is there without sacrificing ourselves, which is critical, right. And then I think the unhiding piece, too, I'm curious about just to ground ourselves on how both of these things show up at work, the belonging piece and the unhiding piece. And, beth, I guess we're taking your definition. Is there anything in addition to your core definition about how this shows up at work?

Speaker 4: 7:09

Yeah, there's a lot to say here, and what's really most interesting and probably most confusing to people is they think the opposite of belonging is exclusion. That's one of the biggest misconceptions in the workplace, when in reality, the opposite of belonging is fitting in. Misconceptions in the workplace when in reality the opposite of belonging is fitting in. And why I believe that with so much passion is because fitting in means giving up a part of yourself to be part of something else. Where belonging doesn't require you to give up who you are, it means being who you are right.

Speaker 4: 7:40

A lot of us in the workplace in particular will hide. A lot of us in the workplace in particular will hide, as we know, different parts. They may mask or they may cover or flat out just hide, and we think it's going to make us feel like we belong harder, and that's just not true. It never ends well. I think Ruth's story is so brilliant and so powerful because, a it's real, b all of us can relate to something. And C we understand it right. So I'm sure, ruth, for you all of this is advanced common sense, because you've been living with it forever. And for listeners out there, there's probably something that you feel that you're hiding as well, or you're trying so hard to fit in that you're sacrificing what makes you, and that's going to take a toll. Yeah.

Speaker 3: 8:30

Ruth, are you seeing that too, as you're looking at like on hiding at work too? How are you seeing this come to fruition for people?

Speaker 1: 8:36

Yeah, I think it's what and, beth, you started it so perfectly in terms of that sacrificing yourself part, because that's where it shows up. And I think the other piece that, francesca, you were intimating also is that need to be in corporate. And how is it, how are you fitting in? Because that's a piece that we're told often like we want you to be a good culture fit, we want you to fit in. So that means sometimes sacrificing a piece of yourself, right, or downplaying a piece of yourself or covering a piece of yourself, and for some it actually means to what you said, beth. It means hiding part of yourself, and that comes from we all have a need to want to be accepted right. There's the acceptance piece to this, and I think about it in terms of why I look at.

Speaker 1: 9:22

What's the underlying piece of that? It comes from a fear of rejection, a fear of judgment, a fear of Really. I had a friend recently who said to me I haven't shared part of my health diagnosis out loud because I'm afraid of being pitied. So there's that fear there too. A lot of this is wrapped up in shame, this idea of if I share this part of myself, someone will reject me, someone will judge me. Someone won't give me a promotion because of it. I won't be seen as a leader. I've had women even in 2025, who don't share that they have kids at work because they're afraid of someone saying they're into their motherhood, they care more about their kids. They're not really on track for promotion. So I'm not going to share that part. And that's sacrificing yourself. That is absolutely sacrificing yourself to fit in, to go home. So I do. I think about it, how it shows up.

Speaker 1: 10:18

I think the other piece I would add on is in the workplace. Many of us were taught a very old school mentality around leadership and a framework around leadership. We were taught that you're not supposed to share things about yourself. You're supposed to keep people at arm's length. You're supposed to be, not be vulnerable and not share challenges. You're supposed to be strong, and the definition of strong was the idea of a mask of armor around yourself. And so that plays in, because then that's how our employees see us. So then they can't make mistakes, either because they're afraid oh, I'm going to be, I'm going to upset them or I'm not going to. I need to be perfect. There's a full affection piece to unhiding yeah, oh go ahead, beth, sorry, no, I was just thinking about you.

Speaker 4: 11:03

made me think, ruth, about duck syndrome. Right, that's when you start to see certain things evolve like duck syndrome, where people make it look so effortless and then they're peddling their little feet so hard to keep up in the name of resilience at times or fitting in or all the things, and we're all hardwired for deep human connection, but there's something about us that makes us feel unworthy of it. That seems to feel like the universal work experience these days.

Speaker 3: 11:30

Which is totally nuts, because I think about the archetype of leadership, ruth, that you were talking about, and what it takes to get there, beth, in terms of the duck syndrome, and it feels like we've all grown up in this archetype of the sports leader, the coach or the war hero. Right, you have to be Shackleton or you have to be the freaking coach from Miracle on Ice. It's one of these two.

Speaker 3: 11:52

And when you unpack any of those things. Yes, they demonstrated these certain behaviors, but then, behind the scenes, they were masking shit too, and so this is all built on a farce from Get.

Speaker 4: 12:04

Yeah, absolutely. And the thing is you said something that caught my attention. We would like to mirror these performance coaches, but here's the thing Performance coaches are invested in their athletes' health and their well-being. Where they'll stop you if you're overdoing it or you're going to burn yourself out. Workplace rewards it. The more sweat and tears you put into it, you're getting promoted, girl. And the thing is it makes us want to work harder and we also think that our sacrifice will make us belong harder, and that's why sacrificial belonging makes sense to most people. It's giving up a part of yourself, consciously or subconsciously, for the greater good and, spoiler alert, it never works. Never. It doesn't make you feel any better.

Speaker 1: 12:48

No. And to add on to that too, I think there's a piece around. A symptom of it is also overachieving right or overcompensating. This need to keep the duck feet going, or sometimes even to loud yourself with in terms of this is how much I'm doing Like this is how much I'm constantly overachieving or overcompensating so that I get ahead, so that nobody will look at that other part of myself that I'm hiding in some ways, and also then I don't have to share it with anyone, I can overcompensate for it and it's exhausting when you think about psychological safety and its role in nurturing belonging or creating spaces where people can unhide.

Speaker 2: 13:43

What does that? What does good psychological safety look like in the workplace?

Speaker 4: 13:47

to support it it's a good question. I think psychological safety is the feeling of being safe, no matter what environment you are to be able to speak up to speak your truth, to speak truth to power, and I think it's all the things. The interesting thing is, in order to have a strong sense of belonging, psychological safety needs to be table stakes. It doesn't mean you'll necessarily have that sense of belonging or maybe this aspirational sense of belonging that you may be searching for, but you really can't go through the workplace feeling that belonging uncertainty, for example which is the silent killer and feel safe at the same time. Those thoughts don't exist together and most psychological safety is based on a positive. So when you're starting with a negative and you're trying to combat it with negative forces, like sacrifice or any thwarted feelings in general, it's going to end badly, yeah.

Speaker 1: 14:44

It's funny when I speak, I often ask people, the organizer, I say what does success look like? When I finish the speech, what will?

Speaker 4: 14:53

it look like.

Speaker 1: 14:53

They say oh, there's an awareness raised that people will feel like they're digging into themselves but also their coworkers. And then one organizer said to me it would be great if everyone could unhide something. And I said absolutely not. And she said what do you mean? I said I'm not trying to create a Jerry Springer viral moment here with people. That's not the goal. I want people to feel safe. I said the only way that I will even consider doing this is if the leader, the CEO, goes first. And the organizer said that's never going to happen.

Speaker 1: 15:31

I said I know, so why would we expect others to unhide if it's not safe? Because I really spend a lot of time in my space thinking about how was I as a leader, when did I create that psychological safety for others? When did I model it myself in terms of creating that space? Because it is about leaders going first in terms of creating psychological safety, being vulnerable, creating that safe place. And I think the thing that I sorry I would just add on to this is the idea of sometimes we hide and it keeps people feeling comfortable and safe. Also, there is a payoff to hiding in terms of creating safety and psychological safety for others, sometimes because maybe it's too much, and so I think about it on both ends. Why do we hide? And then, how are those around us? How are we creating that safe, comfortable space for them?

Speaker 4: 16:25

Absolutely. I'm going to chime in because we do those things on purpose, because the hiding sometimes feels better than facing something head on that may feel really uncomfortable. I talk about this a lot in the book about the different disorders that are related to the workplace, and one of them happens to be avoidance disorder, and I would raise my hand and tell you that I'm amongst the worst, in fact, in a way that makes every leader that I've ever had feel better about me. There's sometimes when I've had leaders in the past I haven't maybe talked to them for a month or so and a one-on-one will come up and I'm like there's just too much to say and they're so busy. So I'll go to them and I'll cancel and I'll be like I don't have that much and you're busy, they love it. It's almost like it's addictive. The last leader I had that I said that and I did that with said to me you, just you're the best.

Speaker 4: 17:14

I can't understand how I got so lucky and, truthfully, what I had to force myself to the next time was to let her know that I was avoiding her and it was incredibly uncomfortable because she did nothing to warrant it. I need to also make that very clear it was on me. It was a story I was telling myself that she was too busy, that I wasn't as important, that she had bigger fish to fry. I could keep going and going, but the reality of the situation is that I was not comfortable communicating with her because so much time kept passing. So I'm sure there's other people out there that are listening. That may get that very well and, like I said, it's often rewarded because you're giving time back in someone's mind.

Speaker 2: 18:00

I think we've all been there, right when we're like, I just don't want to bother them, so I'm not going to ask. I'll suffer in silence over here it's fine, but death by a million, it's fine where the hell am I going with this Is where is the line Like?

Speaker 3: 18:26

if it's psychological safety, like a bell curve right when you want to create as much safety for people to feel like they're comfortable, but not too much safety where they're too comfortable. Does this make sense?

Speaker 4: 18:36

Yes, it does, because there's comfort, and then there's also self-awareness. A lot of times people ask me that all the time, is it safe to bring your authentic self to work? Yes, but you should not be in spots that you shouldn't be loyal, in spots that your brain can't get you out of. And it's the same thing with psychological safety. Knowing and being self-aware has to accompany it. It really does. There's things that are just not appropriate, and those are typically not necessarily related to your identity.

Speaker 2: 19:07

Or necessarily right for the workplace. That's right, yeah, when you think about a professional environment versus a personal environment.

Speaker 3: 19:15

Ruth, do you feel like you could bring your authentic self to work?

Speaker 1: 19:18

No, and I you know what. I don't even actually always advise it quite yet, because I think that we're not totally set up for it. I think that sometimes in the workplace we don't have the coaches and the supports and the leaders who are willing to go first and the support that it requires, because what it may mean to bring my authentic self to work if I'm someone and maybe it's one of your listeners as well is bringing my depression forward right.

Speaker 1: 19:44

That authentic self. It may mean the caretaking responsibilities that I have at home, that I'm afraid to tell somebody that because somebody is going to say, oh, you know what, you're more interested in taking care of your child or your parent or your child or somebody in your life, and so I'm not totally convinced that we're there yet. I would love that to be the North Star, where we could bring our best selves to work, because that's what I'm invested in is how do we bring our best selves to work? I will say, even with that though there's a caveat to me in terms of my work that I talk about strategic hiding that sometimes feels okay to hide part of yourself because it's not advantageous to whether you're in a lawsuit or you're in a negotiation or you're in something that bringing your authentic self would damage or hurt you in terms of that space. So I think about it as strategic hiding. How do we allow for ourselves to discern when we unhide, when we create that space for ourselves? Is it a safe environment?

Speaker 1: 20:48

I was at a speed dating thing recently and I was thinking about my hand and did it feel safe to share it with people in a seven minute cycle where you're going around and checking in. Did it feel safe in that moment? It's about having agency, about when do we choose to unhide, when do we choose to hide. So I get the choice of when do I share that out? And I think that's the same with any aspect, whether it's we hide parts of our past, whether it's we hide parts of our present, or even I've had people share that they hide parts of their dreams and aspirations. So it's that when do we share it so that we can feel supported? That's when I think about spreading, and how is it holding us back? What are some of?

Speaker 2: 21:30

the like signals that someone can look for or kind of pay attention for to or for in order to make those split decision thing, split decisions around whether it's safe to unhide, or what does that look like for both of you?

Speaker 4: 21:50

That's a really great question. So I, through the conversation, I was thinking about one of the types of belonging which is called dissimulated belonging, and it's confusing to people. Truthfully, dissimulated belonging is when you do feel a sense of belonging, but maybe not in the context you're in. Let's just say that Ruth is a phenomenal employee, but she's just not the corporate cheerleader and, by the way, she doesn't want to be and she's happy. But we all know the workplace wants corporate cheerleaders. We want everyone rolling out the drink cart for happy hour and we want everyone to be able to go after work. After you've just spent nine hours with your nearest and dearest and spend another five hours with them, and there's some people that get their purpose outside of work, which sounds blasphemous to some of us. So dissimulated belonging is a great example of people that are very happy with their sense of belonging, right, and they may just need to get out of there because why not? But it's never acceptable to say that right.

Speaker 4: 22:45

I hear time and time again there was a work event and I need to go work out after work, but I lied and I said I have to get home because my commute is too long and I'm going to pick up work when I get home and then everyone's like oh, that makes sense.

Speaker 4: 22:58

And why should we have to hide the fact that we don't necessarily want to be a workhorse, because that's what gets us promoted, or to be seen better in people's eyes. It's really sad when the state of the world is that that is a factor in promotion. I know you both know this very well. I think what we used to say in the early 2000s which makes me cringe every time is we would be at the promotion table with I don't know, it might've been like a 50 bucks. Then now it's two bucks or four bucks and we'd be like can you get a drink with him? Guys, remember that one or dissimulated belongers. They have a sense of belonging. It's just not in your workplace and, by the way, they don't feel bad about it. It's usually everyone around them and that's yeah.

Speaker 3: 23:46

I've also had the. They're accused of not really being in it. If they don't go to the happy hour, or it's like this. It's a, and then it becomes a culture fit issue. Oh, they don't really want it.

Speaker 4: 23:55

Some people also don't want to hang with their boss after work. Yeah, boss is not. It's never the most comfortable situation and it doesn't matter how close you are, because sometimes that's even harder in that right. So I think that's one great example of hiding that takes place. That's appropriate, because we're not all built the same and we all get different motivations, and most of us don't like to share when it's not work that it's their motivating factor.

Speaker 1: 24:23

Yeah, sometimes bosses don't want to go to the happy hour. Oh yeah, so I totally understand that, and sometimes they do, and then they're like nobody wants me here. But, I think the other piece to some of this is, as leaders and managers, we focus a lot on performance.

Speaker 1: 24:40

We focus on productivity and sometimes we forget about people Right, and we make a lot of assumptions about behavior rather than checking in, and so I'm a big proponent of what do those pause check-ins look like, right, when you first sit down with someone with your full agenda, how do you create space to find out how they are, how you can support them? How do you slow it down a little bit? Because I think again, I sometimes I own my leadership style for years. How do we slow it down a little bit so that we can have the conversation about how are you doing? How can I support you? What's going on?

Speaker 1: 25:16

I'm noticing some things in your work, just so people have a space, a safe space, to be able to talk about it, and that it's consistent, because there's definitely research out there. That's talking about consistency, and there's also research about I think I guess the first piece to all of this Francesca and Mel and Beth is naming it right. So we have to be able to name that. Hiding is universal. Most of us are doing it at some point.

Speaker 1: 25:39

What does it look like? How is it holding you back? Deloitte did a study 60% of people are hiding. Randstadt, the HR survey, did a survey recently that said that 68% of Gen Z the ones that have all the apps and all the social media that we think oh, they're out there all the time they talk about 68% of them are hiding and they don't trust their leaders to unhide too, so they just keep their noses down in their work and they're like I'll get through it. That is not existence, that is not freedom, that is not joy, that is not belonging.

Speaker 2: 26:10

It's got to be really bad for business too, when you think about it, right, because what are you missing out on by not nurturing these types of environments? I'm going to hand it over to Francesca to talk about that, because I'd love to hear about the cost.

Speaker 3: 26:24

Yeah, I'm going to start, I'm going to try to say I want to separate these two because I'm curious if there is a difference in the cost. And I'm going to start, ruth, with you, without a hiding piece of it what is the cost of hiding at work? And you can take that from the employee, from the org, from the manager. What's the cost?

Speaker 1: 26:39

Yeah, I think there's a personal cost and I think there's a professional cost. I like to split them. The personal cost is it's exhausting. It takes a toll on our mental and our physical health. That is a big piece of it. It is lonely in terms of you think you're the only one, so you sit there and you're like, oh, nobody's going to understand this. So there's this loneliness, isolation piece to it. And then there's also feeling disconnected. That's that belonging piece that I think Beth talks about and I want to even hear more and dig into that piece. So there's that personal piece.

Speaker 1: 27:10

And then from a professional piece, when we're hiding, we don't feel as engaged right Our company, even as leaders, we're not as engaged. We don't feel the same sense of loyalty to the company that we're working for. The retention suffers. That's a big piece of when you're hiding.

Speaker 1: 27:26

And then the last piece, which I think is probably one of the most critical pieces in terms of the bottom line of any business, is innovation. Innovation suffers when you are so sitting there worried about how much if somebody finds out this thing about me, or wow, I didn't go to the right school, or my education's not high enough, or my finances aren't what they're supposed to be, or my relationship status. It is preoccupying your mind that you don't get a chance to be as innovative and as creative as you need to be, and I can tell you, as someone who was born with a difference, I spent my life being creative, but when I hid that, that got taken away because I was so spent so much time in that other space of hiding, and so that retention, that engagement and that innovation are lacking, and even our leadership then lacks because we don't feel connected to our teams.

Speaker 3: 28:20

Yeah, and those are big costs and all things that are absolutely needed, right, yeah?

Speaker 4: 28:26

So I can tell you that employee engagement costs the US anywhere between $450 and $550 billion annually. That's pretty sad and crazy. And if we want to dive a little deeper, when it's loneliness driven or stress related in particular, it costs $154 billion annually are stress-related in particular, it costs $154 billion annually. That's just unbelievable. It feels like the things we're putting in place are really killing a fly with a hammer. There's nothing more to that, and a lot of the times these things could be fixed with just simple care. That's what's scary.

Speaker 4: 29:00

Employees that feel excluded are 50% more likely to leave than those who feel a strong sense of belonging. Okay, so we think about this. We think of belonging uncertainty, which I always call the silent killer, which leads to presenteeism, where employees are physically present, they're all mentally checked out, and there's so many varieties of disengagement when care costs us very little and I always say to people that feel like unhiding or belonging is a bit hokier because it has anything to do with emotions Then if you don't want to, if you want to look at it in a bottom lines numbers kind of game, then look at the disengagement and look how much it's costing you. We used to say something like it costs one to two times a person's salary and now they're estimating it's four times. Oh wow, because it goes beyond the onboarding and the retention, the recruiting and the different efforts. It cycles back to the top level vision and problems the company's face.

Speaker 3: 29:56

All those like the 2x, the 3x, the 4x numbers. I think what's interesting about those is one is that scales right. It scales from individual contributor up to exact right and I believe me, I've met disengaged C-level folks. This isn't just a manager or a frontline person, this is all the way to the top, which is massive. The other thing I'm curious about, too, is especially when you have a leader who's disengaged, a leader that doesn't feel like they belong, like that's got to cast a shadow in an organization. I just I can't. I cannot believe that you could have a disengaged leader or someone that doesn't feel like they belong or someone that feels like they're hiding, yet they're creating an organization that has that.

Speaker 4: 30:38

Do you see that? Yeah, it's in the research that I've done. What happens to the leader, and I will say this. So psychological safety does focus around the fact that the leader needs to build that safety, but what happens when the leader needs to build it for themselves?

Speaker 4: 30:52

I often feel like the workplace demands so much of leaders, and what about their safety? That being said, I know that the leaders are mostly causing the harm, so I'm not naive in that sense. But when leaders themselves don't feel a sense of belonging, it permeates in so many different ways, including a lot of armchair therapy. That happens with your subordinates who don't know what they're doing. And since people look to their leaders in times of change, yes, it's killing the innovation that Ruth talked about but it's also can be really soul crushing because, unfortunately, people think their leaders are better than them. They look to their leaders to know more than them, and that's just not always the case.

Speaker 4: 31:31

That's why, in truthfulness, we talked about leadership training. But I'll tell you, I'm one of those people that never received leadership training until I was like 10 to 15 years. In. Leaders are typically made, not born, that way, and so most of us were promoted because we were just really good at our jobs. So there's this unfair standard, and now, especially, most workplaces expect their leaders to have an element of psychology that we've never been trained for.

Speaker 3: 31:59

Yeah, nor do we have time for right. It's Mel and I are pulling the longitudinal data on, like the amount of direct reports managers have right now has almost doubled Like you have more to do. You have more resources or more direct reports, more on your plate, and now, all of a sudden, you need to be a therapist and maybe you went through manager training and you're not getting leadership training until you're a VP or an SVP or an EVP, so everyone in between is like fighting for themselves, absolutely.

Speaker 1: 32:29

And the workforce is changing too.

Speaker 1: 32:32

In terms of newer to the workforce, there is a level of transparency that they're demanding from leadership in a very interesting and intense way, really political correct here. That's a piece of it. And then also, you have, for the first time, one of the blessings of what came out of COVID is the opportunity to talk about mental health for the first time, especially as leaders, and honestly even owning it for themselves, right, and being able to talk about it. And yet how? To your point, leaders are required to do a lot right now and employees are demanding, and yet we have this old, this way that we were trained, if we did get training, or even if we just watched leaders ahead of us. In terms of that osmosis, training of this is the way leaders are supposed to be, and it hasn't caught up in terms of how and that's why, where I spend my time, even like you, beth, thinking about graduate schools, right, or even where that college is thinking about what do leaders need and what are they going to need in terms of this work?

Speaker 3: 33:33

And organizationally, how do we set up systems that they can actually operate within too? It's like the two different components of it for sure, right.

Speaker 4: 33:40

Think about all the return to work, all the things that leaders have to deal with. If you're a leader who works from home and then you have because you're in a remote office, then you have to enforce other people Right After. You've just talked about the fact of how great it is to have no commute or the things that you can get done or how you're supplementing that time with things that are healthy for you, and then you have to take that away from others.

Speaker 2: 34:03

It's pretty taxing things that are healthy for you and then you have to take that away from others.

Speaker 2: 34:07

It's pretty taxing. It's funny when we were coming out of COVID we had a friend share a story with us like the catalyst, as we started to talk about building this podcast, which the first episode idea officially was something like Gucci sweaters and lake house dreams, because I think our friend mentioned they were in an all handshands meeting about returning to office while the leader was in their second lake house talking about being at their lake house wearing a very expensive Gucci sweater and just not thinking about the impact on folks with what that does for their team. Love to hear what you can do as an individual, if, if you're a leader, or really what orgs should be doing. So we talked a little bit about individual right and what it means to bring your authentic self and how you can evaluate that. But what other advice would you give to individuals here who are struggling with hiding or struggling with belonging? What advice would you give or strategies to those individuals? Ruth, you want to go first.

Speaker 1: 35:29

No, you can go first. I definitely have a framework, so I'm ready for that.

Speaker 4: 35:33

So if we're talking about individuals, I like to say that you control the narrative. So everyone wants one-on-one time with their leaders. Build the agenda, make sure that you're taking control of that. I often say the exact same thing to leaders is that's your employees' time with you. So, while you may come into the meeting with at least like 15 checklist items you need to do because you need to report to someone else that's their time with you. Your job in that meeting is to meet them where they're at.

Speaker 4: 36:04

The number one thing that our employees want from leaders is care. Right, it's not, I wish. Every single time I hear this, people are like oh trust, oh respect, and it's always care. And care has a really large spectrum thoughtfulness, candor, advocacy. There's so many components to it. And when you tell, when you as an individual go to your manager and you're able to have a conversation with them about what it means to be successful in role, it also is a wake-up call for them to say what is successful as a leader, right, how are people going to want to follow me?

Speaker 4: 36:40

So I always say to individuals is to build the agenda and to make sure that your leaders are sticking with it. At the same time, leaders, when you're opening up your calls with people, the first thing on your mouth should be what can I do for you? What interference can I remove? And as you walk through that agenda with them, start to also remember what's important to that person. You need to get to know them outside of this little Zoom box here and you need to be able to know what's important. And that may be. You may be thinking to yourself I don't know what they do on the weekends and I don't know what's important to them, but that's not what I mean. What values do they have? What do they like about their jobs? And make sure at all costs that you do something that helps light them up.

Speaker 3: 37:23

Really huge.

Speaker 4: 37:24

You want to always make sure that you're doing things that show them that you know who they are, and that's really one of the biggest things that helps change our sense of longing in the workplace.

Speaker 1: 37:36

Ruth, yeah, and I think where Beth and I definitely overlap is that it's a choice, right. It's a powerful choice that you get to make, and I think that holds true with unhiding as well. And for me there's a four-step framework that I created in whether it's an individual, or I was just meeting with someone who inherited a really toxic quote, unquote team and I said try this framework. And so the first step is acknowledging it, right Only, like creating a space of awareness, like whether it's again as an individual or whether it's a leader or whether it's managing a team. It's the idea of acknowledge what's happening, like create awareness, and I, you can do that through journaling, you can do that through therapy, through meditation, through just taking a silent moment to be a little bit what I call self-centered, right, like centering on yourself and think about that space. The second piece to it is inviting someone in, and I imagine when I say that second step, somebody immediately comes to your mind, right, somebody, whether it's an HR leader, whether it's your manager, whether it's a coworker, whether it's a friend, to say, hey, here's what's happening. When that person came to me with a toxic work environment, I said what's beautiful about what you're doing is you're inviting each person in one-on-one, not making this a group, collective thing, but starting to talk about individual behavior, talking about inviting them in. Here's what I'm seeing, same with hiding how am I showing up? What am I holding back? How is hiding, holding me back and inviting that one person in that you can share that with? I imagine the people I think about as the cheat sheet is somebody who shows empathy, somebody who asks questions with kindness and curiosity, someone who's willing to reveal a little bit about themselves and share their own journey with you, someone who asks questions. That's the person I'd be looking for in that second step.

Speaker 1: 39:34

The third step, after you've acknowledged it and you've invited someone in, is about how do you then build community? And we've all seen those employee resource groups or business resource groups. They actually can If you step back. They have a lot of power because there's a shared experience in terms of people who have gone through them. There you can find meetups and community organizations, finding spaces where you don't feel so alone in this. These steps are small, but they're powerful.

Speaker 1: 40:04

And then the fourth step is scaring out your own journey so that somebody else can see themselves in you and they can start on their own journey of unhiding. They can start on their own journey. That same leader who said I have this toxic work environment, start on their own journey. That same leader who said I have this toxic work environment. I said, once you've gotten through a lot of it and gotten your team to the place they need to be, I can imagine and I would probably bet money on this, and I don't bet money easily but that there is another team within the organization that could use what you just did to their benefit in terms of creating their team and improving their team. So, sharing out that story so that somebody else can learn and start their own journey, and mapping it out, that's where I think about unhiding.

Speaker 2: 40:46

I think that's really powerful. And what you were just sharing actually made me think of Beth One identifying the one person to share it with. So I love Ruth like that. How do you identify that person? What are the markers? But then, beth, it made me think of your story with your boss. What, just bringing it back to that personal story, what gave you the courage to finally share, what made it safe for you the avoidance.

Speaker 4: 41:11

For me, what made it safe was probably less to do about her and more to do about me. I was just going, I was going out of my mind. I I'm so tired of being so nervous before every one-on-one, and I did wind up telling her that and she was like me. I'm the one who makes you nervous, and we had a great conversation around it. I'm like you make everyone nervous. She's like you've got thick skin and at the same time, maybe I didn't.

Speaker 4: 41:39

When it comes to her, and what she had told me which was really wonderful and showed me care, maybe not in the direction she was meaning it was that she sees me as a person that she wants to build thicker, even thicker skin with. So every single time I go to hide, she's going to stop me. So every single time I go to hide, she's going to stop me. And it's not because she wants to control me. It's because she really wants me to be a better version of myself, because I told her I need to be a better version. So she's not controlling me or making me be something I'm not. She's, in fact, bringing out a better part of me and let's be honest, isn't that why we all got into leadership?

Speaker 4: 42:15

Because you want to coach and grow people? I did for the money, yeah, because you love filling out a million forms. That's right. It just does it for you, but that's it, and I think what was really fascinating is that changed our entire dynamic. It really did. I think that most people weren't very honest with her and they were just yesing her and I think, out of everyone I've ever met, she's the last person you do that with and most of our leaders don't want to be. Yes, they really do want honesty from people, but her entire conversation that's just not always easy to do. Yeah, Scary.

Speaker 3: 42:51

The one thing I have always thought about as a leader is it's really those one-on-ones are so important and when you start moving them or canceling them, or if somebody starts canceling them with me, that's like a non-negotiable Like we are. This is your time, this is sacred time, Because I think that in and of itself shows care just to keep those consistent and keep those on the calendar. So it's meaningful to you as the leader as well.

Speaker 4: 43:20

Oh yeah, consistency is care. That's absolutely true. Honestly, one of my best and brightest I've ever had the fortune of leading said that to me. He said you give me such anxiety because you move meetings. And I know that you have valid reasons and I thought to myself oh my goodness, an excuse, no matter how many, how valid, is a bad book. And I've never moved that person's one-on-one, and it's been years and years and, by the way, we still talk about it. He still can't believe what the impact had and as a leader, I had no idea. So, leaders, if you're out there listening, don't change your one-on-one times as much as you can keep them consistent.

Speaker 1: 44:06

It means the world to people, yeah, and if you put your hand up to say I just need five minutes, go find the person after the five minutes so that they can know that you do want to see them and care about find them. Yeah, because I think we also. I think what you're also touching on, beth, is especially in the example you gave is sometimes we have that unreliable narrator in our head right that tells us that this person is this or I'm this to them, or like we don't, and we don't pause to check it out. We don't stop and get the actual this is a tough one actual, accurate information. Yes, I didn't add another A on there, but that's a piece of it is this unreliable narrator who is giving us false information, sometimes trying to keep us safe because, oh, maybe that boss was super scary at times or maybe you know what you weren't ready for a meeting, but it's the idea of yeah, how do we check out that unreliable narrator?

Speaker 2: 44:56

I always ask my coaching clients to ask themselves what evidence do I have to show this is true? What evidence do you have? And often when they pause to think about that, they're like you know what? I really don't have evidence to prove that. So it's such a just even that one question can help with that. I'd love to move to like organization-wide, because leaders will wait for the the last because they get dumped on everything. So, from an org standpoint because I do think it starts at the org level, they set the tone right. When you think about how organizations can implement either strategies or policy, workplace policies around, how we work around here, what are some things that they can do to better foster environments where people have greater belonging or can feel safe to unhide. What does that look like? Or what have you seen? That's good.

Speaker 4: 45:48

I would take a look at taking all the unwritten rules and writing them down. It's one of the first things I say. It's the easiest low-hanging fruit Things like PTO. It's the easiest low-hanging fruit Things like PTO, which is meant to de-stress people, stresses them out terribly. Oh, my goodness, I had three weeks before, but the second I take more than one week. Someone jumps all over me. There's so many things that just need a bit of clarification, because clear is kind. So all the unwritten rules and all the social contracts start breaking them and writing them down.

Speaker 1: 46:20

And I think I would add on to it unwritten rules and all the social contracts, start breaking them and writing them down, and I think I would add on to it, I guess, the thing that as you're talking about like organizations, though, are people right. So it's like leader. I do look at leaders and I do think about leadership, and I think it's a two-way street. If leaders are willing, if we're asking leaders to be vulnerable and do all these things, employees have to meet us also halfway, right, like it has to be. It's a two way street, and I do. I think that there's a space around training.

Speaker 1: 46:48

I do think that there's a space, like it's the dirty little secret that even most CEOs I know have executive coaches. Right, there's a reason for it, and yet they don't talk about it, because it's like the idea that, oh, you're weak if you have that, or you don't know what you're doing, and yet why is it such a dirty little secret? Why are people hiding it? Like it's that space of this is. Actually it's like people who go to therapy being like, oh, I don't want to talk about going to therapy, it actually makes you stronger. So we can start to normalize leadership, executive coaching and training and what those pieces and starting with people. That's why going back to colleges and education around leadership is so important, because that's that informs the organization, because an organization is just as a typically just a spreadsheet or a what do you call it A hierarchy and or building. It's actually who's in there and are they thinking about these topics that we're bringing up today?

Speaker 2: 47:42

Because they're critical. They really are. I agree with you. I think recently I think it was Culture Amp they put out an article, that famous quote oh, people don't leave organizations, they leave their direct managers. They did further research on that and found that even if you had the worst manager or the best manager in the world, you're more likely to leave if senior leadership doesn't model the behavior that supports leaders. So, like, when I think of like organization wide, I think of that like C-suite senior leadership team, that really it starts with them from the top. And I couldn't agree with you more, Ruth, about I wish coaching just started from the day you join through the day you leave as an alumni, Like it's just like therapy, like it just supports you to be better and to be better with other people.

Speaker 1: 48:27

And then sometimes isn't seen as it shouldn't be seen as a punishment, like you're not punished because you actually see an executive coach, or we recommend that. It's the idea of yeah, and I'm even I don't know if I'm totally even convinced that it's always about senior leadership. Sometimes it is. It's the training about how do we value the space. Yeah, I think there's a lot here to unpack.

Speaker 3: 48:49

I actually feel like, given what is going on in the world right now, I would arm every C-level executive with a coach, with a therapist, if they were ready for it and if they wanted it. But I do not understand how you can go through and lead an organization in these times and not need both of those services at least every three to six months. I really don't. Yeah, thank you for coming to my TED Talk.

Speaker 2: 49:25

Okay, we have a few listener Q&As and we have about nine minutes left. We'll get to that and then we'll close off on some bold predictions. How does that sound? Love it.

Speaker 3: 49:30

All right, francesca, I am great. We have four questions that came in. I will do my best to read them and then whoever would like to answer them. Fantastic, here we go. I've been told to bring my full self to work, but when I speak up or show more personality, I sometimes feel like it backfires. I worry about being judged or seen as unprofessional. How can I balance authenticity with workplace expectations?

Speaker 1: 49:52

I can try this one.

Speaker 1: 49:54

This is where I spend time. I do. I think it's about finding a culture fit in terms of your authentic self. Where will they value that space of you? And if they're not valuing it, I'm not saying you have to leave every job, but are there spaces within that organization that you can be your best self? Because I don't even know if it's.

Speaker 1: 50:12

Again, authentic is the right word. I think it's how do you bring your best self where you get the support you need? And if you're not getting it from a manager or your coworkers, are there other opportunities to find it? And have you asked? Have you gone through the process of asking?

Speaker 1: 50:26

And again, it's not trying to make it a viral moment, it's about trying to think about taking those small steps. So how can you get the support you need around that best self or where you need support? So it's I think about it as small steps and thinking about where are those safe environments where you can be vulnerable or where others are modeling that? And then leaning into those employee resource groups, leaning into the spaces or coworkers where you can and, if all else fails, find a new job. And I'm not saying that lightly, I am serious when I say it is find a culture fit where they do appreciate the different perspectives and different experiences that you bring, because that's the work. The North Star here is how do we create workplaces where they do value different experiences and different perspectives?

Speaker 3: 51:15

I also love that you said about asking too, because I think a lot of times people think it's just going to show up or arrive or be obvious, and so much of the time you have to do a little digging before you start looking. Potentially too, beth, anything to add to that?

Speaker 4: 51:30

I always say that if you're worried about the way you're coming across or the way you're showing up, ask advice or ask someone, one person that you trust, whether that's your leader or it's a trusted friend how am I showing up? Because I'm getting a little anxious when I say X, y or Z, do a little gut check, never hurts, yeah.

Speaker 3: 51:47

Yeah, love it. These are small, very doable things that can really have a very big impact. I love that. All right, I'm going to pull this over to you, beth, for the first one, because we're talking about belonging. My company talks a lot about belonging, but in practice it feels like only certain types of people truly fit in. I'm not sure if I'm being too sensitive or if there's a real issue. How can employees tell if a workplace genuinely supports authenticity, and what should they do if they don't feel safe being themselves? I'll start with you, beth.

Speaker 4: 52:16

Been there, done that. So I always like to say, when I talk about it a lot in the book, what does alignment look like, or misalignment? If a company is telling you that their biggest values are trust, respect and the color purple right, there's so many different things Are they wearing purple? Do they trust one another and they're respecting? So when it becomes lip service, that's when we all have that deep disconnect. So you have to really determine whether or not you feel that pull or you feel aligned to it.

Speaker 4: 52:47

If you're not feeling it there, then you really have some things to think about. Whether you're, you know, like when you become in an impasse, our first instinct is to quit. Right, but livelihood is tied to our jobs. That's not realistic for everyone and here's the problem If we don't resolve it within the last place we left, it's going to come with us to every other job.

Speaker 4: 53:08

Okay, so I talk a lot about some nasty bosses I've had in the past and I've talked about the fact that one still follows me. They do, he does, and I can't help it, and I've even made strides to reach out to him and it feels like I was kind to someone that punched me in the face, if that makes sense. So there's ways to do it that you feel that you are going with your gut and you're trusting yourself, but quitting is not one of them, unfortunately. In this situation, I would do a little bit more of a deeper analysis around what the fit looks like against your values and then, if it's not a fit, then I would slowly start to look, because if it's eroding your sense of self or your worth or your identity or your sense of mattering, those are all triggers that it is time to leave. You just need to do it in a time and a space that's going to make your life easier.

Speaker 3: 53:59

All right, I'm going to do one last question just for the sake of time here. Sure, let's get into politics. Just kidding, okay. With the current political climate and companies pulling back on DEI efforts which we know, sometimes belonging and hiding is lumped in there with DEI sometimes I've noticed a shift in how belonging and inclusion are talked about, or not talked about, at work. How should employees and leaders navigate these changes while still advocating for workplaces where everyone feels valued?

Speaker 4: 54:28

So my first bet is to stop shifting to belonging and I know that's really funny from a belonging researcher. But when we impose belonging, there's a whole lot of performance belonging that starts to happen. Right, and, by the way, corporations are not that creative. But when we impose belonging, there's a whole lot of performance belonging that starts to happen. Right, and, by the way, corporations are not that creative. If I hear one more you belong here slogan as the theme of 2025, because the thing is, it's not that easy and belonging is not something that others decide for you. That's inclusion.

Speaker 4: 54:54

So if you want to make it a more inclusive environment, I welcome it. If you want to tell people they belong, I caution you, because that is a beautiful sentiment, but it's not always the case. And then employees feel really bad or like it's just them or something's wrong with them and that's not the outcome we want for them, right? I don't think companies set out to ruin people's lives I don't but at the same time, those are the outcomes. So I personally think and I do have research that really pulls them apart from one another Diversity, equity, inclusion, equality they're all so important. Don't lump them together and don't call them belonging just because you want to really substitute for something that is being unfortunately torn away from people.

Speaker 3: 55:37

Yeah, that's a brilliant point, ruth. What would you add there?

Speaker 1: 55:41

Yeah, I would recognize that this is happening. I think that's a so I'm glad you asked the question because if it hadn't come up, I think that it impacts both the work that Beth and I do and also the work that you are doing, mel and Francesca. In terms of DEI specifically and I think that's it's funny I was on a panel a year ago and it was before a lot of this real serious backlash. There was beginning backlash that we've been feeling and people feeling excluded in some ways. What DEI didn't do well is it had some people feeling excluded from the conversation and there was a really powerful speaker that I was on the panel with and he said you know what?

Speaker 1: 56:17

I'm going to start calling it a humanity practice, because nobody can start to argue with that, and I thought that was really beautiful because we are all about humanity. We're about different. How do we start to again value those different perspectives and those different experiences from employees and to leaders and to the organization? How do we start to really create space for that? Because that is going to drive business, that is going to be the impact on innovation and creativity, that impacts retention and engagement. Those differences that we bring are actually the gifts that we have. So I know that DEI, quote, unquote is going away and this kind of falls into the last my bold prediction. But I'm going to these bold predictions.

Speaker 2: 57:22

I have some targeted questions first. So, ruth, I don't know if we'll get to it right away, but I want to save it, so we have to make time for that. Five years from now, guys are workplaces getting this right. What do you think?

Speaker 1: 57:39

Think about 2020 to 2025, right. What do you think? Think about 2020 to 2025, right, that's a five-year segment, right. What did we get right and what did we not? Based on a huge pandemic. So I think about culture that way too.

Speaker 4: 57:51

What are we going?

Speaker 1: 57:51

to oh, that's a tough one. I don't know. I don't. I think if you had asked me yeah, if you had asked us a month ago, maybe six weeks ago.

Speaker 1: 58:06

I'd be different. Maybe I don't. I think that there's going to be a. I think we are going to get it right, because I yeah, I'm going to be positive on this one, I'm going to own it, because I think there are enough of us that are upset and seeing what's happening and we've had a taste of what it can look like to value difference and what it can be like to feel like we are included. And I'm scared to say, beth, but we have a taste of it, right, so we can't go back. When you see something, you can't unsee it, and so we've seen a taste of what it is. And I think that there are enough of us that keep pushing the envelope and don't get scared, because that fear is real, even not wanting to sign up for a website and putting a fake address. I've been doing that lately because I'm scared of that, but I'm like, no, that's not the way we push forward. So I'm going to say, yes, we're on the road to getting it right.

Speaker 2: 58:57

I'm going to contact you in five years. No, what do you think?

Speaker 4: 59:02

Seth, I think it's going to require a lot of bravery, and I think bravery in the workplace is being yourself every day in a world that tells you to be someone else or something different. So I am one of the most positive people you're going to meet. It hurts me deeply to say that. I think it might get a little worse before it gets better, and what I hope that happens to Ruth's point is we all kick our own asses a little bit out there to make sure that we are the change. I'm not really a cliche person. It's all coming out in cliches, but the thing is. In order for us to really achieve that bravery, we have to stand in our own truth and we have to be able to pull together, because the thing is, we need to also acknowledge that we're in it together.

Speaker 4: 59:42

Yeah that's it. It does not win whether, when you, until you stop sacrificing who you are and you help the other people around you, do just the same thing.

Speaker 1: 59:51

Yeah, and that's really the goal of unhiding right Is standing in truth. That is truly it, because you can't really. We say we want to get to know people and accept them, but unless you fully know me, you can't accept me. That's part of the journey.

Speaker 2: 1:00:05

There's this sign in Key West. I saw it everywhere. It was like one humankind or something like that. But going back to your humanity point, ruth, it's yes. At the end of the day, we're all human beings, so how do we can just support each other at that level as like human beings? Okay, this is my second bold prediction question for you both. What's one radical change If you could wave a magic wand tomorrow? What's one radical change that you would have companies make? No small tweaks, only a bold move. What would that one thing be?

Speaker 4: 1:00:38

I'm going to say valuing diversity of thought.

Speaker 1: 1:00:42

Okay, I'm going to say having an unhiding manifesto that every organization, just like we did with other lenses of diversity, that we put up manifestos, that this one actually believes in the idea of valuing difference and allowing for that space and naming it, because, again, we can say all the things we want, unless we name it, it doesn't happen.

Speaker 2: 1:01:04

Okay, I want to now get back to Ruth. What's your bold prediction that you wanted to share?

Speaker 1: 1:01:12

I absolutely believe, given return to office, given the backlash with DEI, given where we are in terms of this conversation around belonging and inclusion and we have a workforce that's coming in demanding transparency I absolutely believe there is a new model of leadership that is right there, that we can grab onto and that we are building, because I don't think the leadership of yesterday works anymore and the one for the future is almost too far for us. What do we need right now? And to me, that's unhidden leadership. That is a new model of leadership and it's different than authentic leadership. It's different than bold leadership and all of the terms. It's the idea of how do you create space for others to be themselves, to be their best selves.

Speaker 2: 1:02:00

I like it.

Speaker 4: 1:02:01

Beth, what about you? What's your final bold? I wrote down, I wrote human-centric leadership.

Speaker 2: 1:02:04

Yeah.

Speaker 4: 1:02:05

We're on the same wavelength and I think it's because here's the thing. I do believe we are in a trauma-informed workplace. That's what the state of the workplace looks like, and for so long it's been so taboo. And talking about the trauma that people feel is just not enough. They feel like their trauma is less than, and that's just not the truth. And is it appropriate always to discuss all the trauma? No, not at all. But human centric leadership that is able to balance productivity with human need is really. Where is the prediction I think we're going to get to?

Speaker 2: 1:02:46

I hope we all start to just demand it more. So let's get there together. I appreciate you both so much. Thank you for joining us today. This was super helpful. We're going to sign off, but listen, I'm going to share our socials. You can find us on yourworkfriendscom. Also on this YouTube channel if you subscribe. We have a LinkedIn community If you're over on the professional side and you want to join the conversation over there. But you can also find us on Instagram and TikTok. You should definitely check out Ruth's books and you should definitely check out Dr Beth Kaplan's new book. They are awesome. You can follow them on LinkedIn and also on Instagram. We're tagging them and everything. So please go find them and follow them for more great advice in this area. And just thank you for joining us tonight and with that, francesca. Is there anything else you'd like to add?

Speaker 3: 1:03:33

Just Beth and Ruth had a big publishing week. Beth, your book went out. Ruth, you went into time this week. This is big. We will post both of these, as Mel said, in our show notes. Read them. Required reading.

Speaker 4: 1:03:47

Thank you. Thank you both so much, and Ruth, you're brilliant, so thank you.

Speaker 1: 1:03:51

We're on the same page. I can't wait. We're in it together.

Speaker 4: 1:03:54

That's right.

The Courage Gap

Your Work Friends Podcast: The Courage Gap with Dr. Margie Warrell

Women are still being told to “lean in,” “speak up,” and “prove it”—but what if the real power lies in owning your value from the start? In this episode, we sit down with Dr. Margie Warrell—global authority on courageous leadership and author of The Courage Gap—to talk about how women can stop shrinking, start leading, and close the gap between fear and action.

From micro-challenges that build your courage muscle to leading with authenticity, Margie brings 25+ years of real talk, bold strategies, and personal insight to help women thrive in today's corporate landscape—without waiting to feel ready.

Listen or watch the full episode here

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Speaker 1: 0:00

And that is this courage gap I talk about. It's the gap between who we are and who we could be if we risked being brave and backed ourselves more often. What's going on, mel? Not much. You remember that movie, field of?

Speaker 2: 0:14

Dreams? Yes, oh, mel, not much. You remember that movie. Field of Dreams? Yes, oh, I love that movie. It's such a good movie, yeah, and I rewatched it, balled my eyes out.

Speaker 3: 0:36

It gets you in the feels. It gets you in the feels. It's such a great movie. It's a great movie, it's an inspirational movie, it's a very inspirational movie. Different feeling when you watched it the first time to now.

Speaker 2: 0:52

I think I watched a movie like every 10 years randomly and every year I feel like I've taken something completely different from it. This time I got super repped when the doctor crossed the line to help the kid and then Ray Liotta's character was like hey, kid, you were good kid. And then Ray Liotta's character was like hey, kid, you were good. I fucking lost it. Jeff and I were like, and Enzo's like where's he going?

Speaker 3: 1:11

Like it's just, yeah, it's so good. I love that you're showing all these classics to Enzo too, all right, well, hey, friends, this week we had the pleasure of sitting down with Dr Margie Worrell, a leadership advisor and executive coach, a keynote speaker, a bestselling author. She wrote the Courage Gap, which is out now, and also You've Got this. She's the host of Live Brave podcast, guest lecturer at Georgetown University, and a courage catalyst is what she likes to say. And we were introduced to Dr Margie through her recent article in Forbes letting women know, as DEI is canceled, more women need to own their worth and not prove it. And the courage gap talks about five different steps that you can take to take braver action in your life, and that's what we talked about. Francesca, what did you love about this episode?

Speaker 2: 2:08

I feel like, for all the strides women have made and women before us, women before them we still have a lot of gaps that we're trying to close. From CEO titles, VP titles, pay you name it we're still on this journey. Some of that journey comes down to big changes like policy, but a lot of it comes down to these daily interactions or these daily moves that you make for yourself. That can be really courageous, and so I was really interested in talking with her about it and I loved what she had shared with us.

Speaker 3: 2:39

One of the biggest takeaways for me in the discussion was we all have these goals and things that we're aspiring to do, and it's hard to dream sometimes or express your dreams, and my favorite quote from her was be selective in who you share your dreams with, because some people might throw a cold bucket of water on it and you don't want that to happen.

Speaker 2: 3:01

I also love that she shared the five key things to have more courage for women and for men. They're very hyper practical. I'm not going to I'm not going to spoil it for folks. You have to listen to the episode. There are things that we can all be doing now to have more courage, especially at work. Right, it can feel very hard to speak up Sometimes. It can feel hard to stand up for yourself or to dream big, like you talked about, and those are those exact moments when you should.

Speaker 3: 3:30

You should. That's what I loved about her article and that's what I loved about this episode. It's really getting us through, overcoming our fear. When we make fear-based decisions, and especially as women, we probably feel like Ooh, we're, we just took 20 steps backwards, so now we need to work even harder. But that's not what we should be doing. According to Margie, we need to own what we already bring to the table. So with that, here's Dr Margie, good to be with you, good to have you with us. Recently, you wrote an article in Forbes noting that, as DEI is getting canceled everywhere, women need to own their worth and stop proving it. So we'd love to hear from you why it's more critical than ever to discuss this topic.

Speaker 1: 4:27

Oh, I wrote that article because I have always believed that, as women, we are our own greatest source of strength and elevation, even when the systems around us aren't supporting us. And as we've seen the kind of the firing or the cancellation of DEI in many spheres, I think that women are finding themselves feeling a little disheartened and demoralized and some feel like they're having to prove themselves all over again. So we can't wait for systems or other people to elevate us. We have to elevate ourselves. And yeah, we could point fingers and we can lay blame and we can complain about it, but I think, at the end of the day, the most effective thing we can do is starting with ourselves and backing ourselves and operating from a place of owning our value fully.

Speaker 3: 5:17

Yeah, yeah. I was just reading another article today in Inc Magazine I don't know if you've seen that one yet where someone just recently did a deep dive of Google searches. So what people do in the privacy of their own home when they're researching male CEOs versus female CEOs. And for male CEOs, it's all about compensation all the keywords that come up and for female CEOs, compensation is one keyword, but the remaining keywords by 1,650% is related to who is their husband, who is their family? Are they a mother? Which I found really interesting. What do you think about that?

Speaker 1: 5:53

I just think it shows that there's a long way to go until there's a genuinely level playing field. I think another one is when we get to the day when we don't blink for a man to be the caregiver at home and that's not anything to be. Oh, she's got a house husband. That's actually something that we raise our eyebrows about, and I was just with someone the other day and she is out in America from Australia, taryn Bromfitt and she was saying how her husband is at home with their four teenagers, and we sat there as women having dinner this is two nights ago saying good for him, that's great, how's he going? How's he managing at all? And she's going. Good job.

Speaker 1: 6:33

And I had four children too, and whenever my husband was left with four children, we would go good for him, he's managing. Okay, that's great. But never in the history of ever did anyone ever say to a man whose wife was at home with four kids going oh, how is she managing? That's good that she lets you go away, that's great. So there's just such this double standard and so, yes, when it's a woman, we're like oh, what's her situation? Does she have children? And I just think it speaks to the double standards, but also our own curiosity of how women who rise to senior ranks manage to do Do they have children, do they have a husband at home? And just recognizing that we all bring some level of sometimes our own bias and fascination with that, because I think we've just got a long way to go until that's just not something that's of any more interest.

Speaker 3: 7:30

Yeah, I can't wait for the day. Dei is just under a microscope right now, unfortunately. How do you feel this is specifically impacting women in the workplace you touched a little bit on. Now I feel like I have to prove myself all over again. I can relate to that. I'm sure we all can. How else is this impacting women in the future?

Speaker 1: 7:50

Look, there's some women who say and some responded to my Forbes column saying I don't feel I have to prove myself and I'm good and I don't honestly feel this has affected me. So I want to just say that out the front. But I also know, because I get to work with a lot of women in my work, who are saying, yeah, like there's been a shift in the winds, even unspoken, as there's this shift in the winds and there is a little bit of did you get to this place because you're a woman? How much of that was because of your gender? And if you're a woman of color, even more so. Are you only here because? And if you're a woman of color who is LBGTQ, even more so oh, is that why you are where you are?

Speaker 1: 8:33

And so I think any woman who already has a little self-doubt, whoever has a little imposter syndrome and I rarely meet a woman who doesn't have moments of that I think it just adds like water onto the seeds of doubt. Am I here because of that? Now, I'm not saying everyone feels that. I don't feel that at all. I have never thought I've got anywhere because I'm a woman. But I know there are some that do feel a little bit like they have to prove themselves to be more than worthy of that spot. They have to work extra hard and do an extra good job. And, let's face it, there are real biases. We know women are judged more harshly on performance and when women make a mistake it costs them more than when men make a mistake. So it's not like this is all just made up and in our minds. There is realities there too. It has left some women feeling like they do have to prove themselves and maybe they're doubting themselves a little more too. Okay.

Speaker 2: 9:34

Your article struck me. I consider myself a relatively confident person and honestly, it's a very interesting to feel like 45 and I'm still feeling this sense of am I worthy? I have to continually prove myself constantly. You're only as good as your last success and I am curious about why you think women feel this way.

Speaker 1: 9:55

I think there's multiple factors that contribute to women feeling that way. But I think, if we just go all the way back to our childhoods and where we were raised, when I did my PhD dissertation, I did it on women who had reached the C-suite in multinational corporations and so I did a lot of interviews with women who had reached these positions of significant positional power and authority and influence. And what was really interesting and I was looking at, what are the defining features, what are the defining characteristics and mindsets of women who've reached that spot and there was a host of them reach that spot and there was a host of them. But often they came from an environment where they had someone who believed in them and said you've got what it takes. A lot of them said they never, ever vaguely thought about being in the C-suite. That wasn't on their horizon, but they also had someone who they had. Experiences that helped to build like a little bit of grit and resilience up in them and they didn't let what other people said be overly defining of them, like when people would say, oh, you're just there because you're pretty or whatever. Like they were very, pretty resilient and what I would call anti-fragile. But I think we've got to recognize not everyone grows up in some environment where they do feel empowered and they're emboldened and they develop real grit and resilience and anti-fragility.

Speaker 1: 11:26

And a lot of women grow up environments with a lack of female role models, without people who are championing them, saying absolutely, you can do anything you want. You're 45. I'm 10 years on you. I grew up without any female role models, without anyone saying you can do anything you want. You're 45. I'm 10 years on you. I grew up without any female role models, without anyone saying you can do anything you want. And so I was way in my 30s and even 40s where I'm like, oh, I'm just as capable as these people over here, with that lack of belief.

Speaker 1: 11:51

And so I think we don't always grow up with the same surrounded and immersed in the same belief systems that we can do and be anything we want. We may intellectually know it's not true. We may intellectually know that we are just as capable and just as clever, but there's often these little lingering doubts in the back of our head that are going who do you think you are? And when are people going to realize you're not that good? And that's not to say that men don't also sometimes experience that, but it's more pervasive among women.

Speaker 1: 12:30

And while I'd like to think the needle has changed in the last 30, 40 years, I have a daughter who's 25. She has entered the workforce at a time that's really different to when I entered the workforce, but I still sometimes see it like oh, I don't know if I should do that. I'm thinking, why not? Of course you can, and I find myself saying that. Mind you, I sometimes still say that to my sons as well. So I'm not sure that she's got more doubt than my sons, but I still see women sometimes holding themselves back more than the barriers around them.

Speaker 2: 13:04

Yeah, those tapes that we have, those are hard ones to take out, especially the voices in your head. I am curious, if you don't have somebody that's saying you do have what it takes, or having a mentor that brings you along, that sees something in you, what can somebody do on their own to start feeling that they can own it or they do have value, that they shut off those tapes? What are some things that really help?

Speaker 1: 13:28

I would say seek out people who inspire you. Whether you get a book and read about Madeleine Albright, get a book and read about. Whether you get a book and read about Madeleine Albright, get a book and read about. Insert some woman that you find just fascinating and inspiring, whoever that may be, whether that's Angela Merkel or Oprah or whatever, because when we read those stories we can see a little of ourselves in their story and, man, they overcame that Like gee, yeah, they've got strengths and gifts that maybe are different to yours.

Speaker 1: 14:00

But I think just that one seek out in person the kind of women that you'd like to get to know better. Surround yourself, go out and go to a conference where you're going to meet those people and connect with those people. Join an organization where you get to meet those people people and connect with those people. Join an organization where you get to meet those people. I have to say myself time and time again it has been the example of other women who go oh honey, you got this, or like they'll say stuff and they don't have to know me really well, but I'm like I love what they see and they may be 15 or 20 years ahead of me or maybe they're 10 years younger than me, but it's still affirming. I would also say to be really intentional about the relationships that you invest in, but also those that you don't invest in, those that may be playing you small and sometimes that can be friends.

Speaker 1: 14:52

It can be our frenemies, it can be our family and you might not just be able to cut yourself off from family, and I'm not suggesting for a moment that you should. I've got family members who I'm like you know what. I don't even tell them about some of the things I'm up to because I know they will just pour a big bucket of cold water on it. They are only going to feed my doubts. When I told my family I was writing my first book, which is quite a few years ago, and I was nervous about doing it because my family is in Australia, there's something called the tall poppy syndrome and it's this cultural phenomena where, if you aspire to raise too far above your current level, you run a significant risk of being cut down like a tall poppy that's standing out from all the rest and the culture I grew up in in rural Australia was strong with this, and I remember sharing with my family.

Speaker 1: 15:46

It was Christmas and I said to everybody what's something everyone wants to do in the next 12 months? And one sister said I want to go into South America and my brother wanted to do his MBA and my mother said she'd like to volunteer more For her. That was a big, bold thing, I'd like to volunteer more. And then I got around all my siblings there were six siblings and parents and they said what do you want to do in the next 12 months? And I said I'd like to write the outline for a book. I didn't even say I wanted to write a book, I just like to write the outline. I had four kids, six and under at the time, and my brother. I have three, so I'm not going to name which one.

Speaker 1: 16:30

He immediately said what are you going to write a book about? And it was just like I didn't need that, like I did, I already had that going in my head. Who am I to write a book? And I didn't need him to go what are you going to write a book about? And I said, oh, like how to be, how to like be more confident and to go after what we really want to go after in our lives. And I could just see him like going, oh, okay.

Speaker 1: 16:54

And the conversation moved on, and so I would just say it could be family that you need to set some rails on. Don't share with them your little seedlings of ambition if you think they're going to jump all over them. And it could be your mother and it could be actually your best friend, because maybe that's threatening to her because she's not doing it. So just be careful who you share your aspirations with, particularly in the early days, when it's just a little tiny seedling that's still germinating and you're like you've got so much doubt yourself. You don't know yourself whether or not you have what it takes. So the last thing you need is someone else to jump on that wagon and go. But how are you going to do that? That could be really hard. 60% of small business owners fail. Like how are you going to manage that? That could be really hard. 60% of small business owners fail. How are you going to manage that with three young children or whatever it is?

Speaker 1: 17:42

As I said, I have four children. I remember thinking about having a fourth child and how can I ever have a fourth child and pursue a career? I did not know one woman who had four children in a career. It just speaks to that. I had a pretty limited environment and I didn't know anyone. And I had one girlfriend who said you can totally do it. I know a woman has four children. And then she started like finding examples for me of others and I clung to those examples oh, it can be done. And to give myself permission not to know exactly how I do it, but to figure it out as I went along. That was very empowering for me to go okay, I'm along. That was very empowering for me to go okay. I'm going to now allow the possibility for it to happen, which to me actually was an act of courage, because I was a little terrified that I would not manage the juggling act.

Speaker 2: 18:29

Yeah, I love that. It's an act of courage to move forward and keep on moving forward. I also like the inverse of that is the friend or the person that's going to be like yeah, go, you can do this, you've got this. Listening to those stories, especially from women, that are telling you to go and keep going is huge.

Speaker 1: 18:45

Yeah, yeah, no, yes, and I think sometimes we give away our power to the opinions of others too quickly, too readily, too often, and when I say give away our power, we let what other people might think matter way more than is serving us. Do you think this is a good idea? Do you think I can do this? What will people think if I try this? Maybe they'll think I'm a little crazy. Who am I to do it?

Speaker 1: 19:17

And I say hold your own opinion in higher esteem than you hold the opinion of others. That doesn't mean you shouldn't seek out counsel and you shouldn't seek out other people's perspectives, but don't let anyone else's opinion override your own opinion. They've got their opinions and maybe there's some value in them and maybe they have some things that will broaden what you're considering and help you think about things a little more rigorously or consider things you mightn't have considered. But at the end of the day, you've got to trust yourself and trust your gut and trust your own intuition. Just be careful how much power you give to what other people think you should and shouldn't do.

Speaker 3: 20:19

What I'd love to talk about are the unique strengths women do bring to business, because I think there are unique strengths we bring, like intuitiveness. It's not to say men don't have that, but I feel like women might have that unique strength. One of the organizations Francesca and I follow is Pink Chip, which follows the success of female CEOs and how they're significantly outperforming male CEOs in terms of business success, for varying reasons. So when you think about the leadership strengths or the unique leadership strengths women bring to business success, what are those unique strengths that we bring?

Speaker 1: 20:46

Women obviously have a strong our brains are wide this way but just to be able to empathize with what's going on for others, not just intellectually understand what they think, but to be able to really sense and feel what they feel.

Speaker 1: 21:00

And we know that emotions drive action, not logic. And I think women bring a real gift and strength and some more than others, obviously at being able to empathize with what's going on for others so they can form really authentic connection with people at that deeper level, really authentic connection with people at that deeper level. I think women often aren't as settled with a sense of needing to prove their strength and be tough I'm generalizing but so there's less ego often running the show. It's what is it that it feels like the right thing to do here versus what's going to make me look strong and look tough. I think women are naturally good at building bridges and gaining collaboration and because I think we're less captive to an ego that has to prove how good we are and how strong we are, we're able to get around defensiveness at times and get underneath it and to connect with people at a meaningful, in an authentic way that sometimes men can't, because there's a little more posturing and proving, and I call it pissing competitions, without getting too crude.

Speaker 2: 22:09

I'm bigger than you.

Speaker 1: 22:10

My shoe is bigger than your shoe and I'm like, seriously, what's the outcome you're trying to achieve here and how can you go about working together to get a better outcome, versus making it about you and your big ego and needing to prove that you're trying to achieve here? And how can you go about working together to get a better outcome versus making it about you and your big ego and needing to prove that you're better than that person? I think on multiple different ways, women bring a great many strengths. Another in the research shows yes, men tend at times to be more willing to wing it, so they can be quicker to sometimes just jump in and take a risk. But they also can do more dumb, stupid things faster as well. And so women tend to be a little more considered, a little more thoughtful about is this a good? It doesn't mean women won't take risks, but they'll go about it a little more thoughtfully. They won't jump in. Test the water with two feet. They'll go. Okay, let's test the depth of the water with one foot before we jump in with two feet, and so on multiple different areas. The study that came out of Harvard of the 19 key strengths of leadership, women were stronger on 17. So I'm not going to list 17, but there is many ways that women bring those strengths to the table, and that's not to say that men don't bring a lot of strengths too.

Speaker 1: 23:23

To me, this isn't about women are better than men. I feel really strongly about that. I don't like the saying the future is female. I hope not. I really hope not.

Speaker 1: 23:28

I hope that the future is just more collaborative of men and women on an equal playing field, partnering to make better decisions and get better outcomes, because we need the strengths the feminine leadership strengths, masculine leadership strengths and we need them to be in collaboration together, and so I think it's important that that gets recognized, and this isn't about one or the other one. Better than worse than I do think there's situations where men's strengths may be more suited for that specific situation. Maybe that company in this industry in this moment in time, but yes, as you're talking about pink chip companies, obviously women are exceptionally good at what they do and make excellent leaders and can produce excellent outcomes and really good at being inclusive and, I think, harnessing the diversity within teams and diversity on all measures. Diversity isn't just about gender and it's not just about race. It is on all measures. Women are really good at being able to harness that value of diversity in all forms in the teams that they are leading, that they're part of.

Speaker 3: 24:34

Yeah, it sounds. Ideal state the future is balanced across it all.

Speaker 2: 24:39

I get your opinion on this, because this is not a political statement. I'm going on objective reporting here. There's a lot of talk in ether around masculine energy and I'm curious about when it feels like in a lot of corporate America the masculine energy is taking over. What's your point of view on how women operate now in corporate America? What's the move?

Speaker 1: 25:05

Stand your ground, stand tall in your power and your worth and, given there may be a sense that the winds are shifting a little bit, don't let people play you small. We teach people how to treat us and I think at times that means we need to push back and call things out, and that may not be natural. I know for myself. My natural state is not combative, it's not argumentative. It tends to be very accommodating and maybe a little bit too acquiescent to other people's, what other people would like, et cetera. But I know at times when I've been in a situation where I feel like someone is trying to dominate here, they're trying to claim an idea that's mine, they're trying to maybe take advantage of my agreeableness that sometimes I need to lean in and speak up and act in ways that aren't my natural. It's not my default and go sorry, excuse me, I haven't finished what I was saying. If you would just give me a moment, we can go over to you once I finished and like, versus just letting someone cut in right or someone's taking your idea going, I just want to just step back a bit for a moment. I actually suggested that yesterday and not doing it in a way that's derogatory, but we stand firm in our own power and our own value and our worth, and we make sure people know that we won't be pushed over, because I think we do get what we tolerate. And sometimes we tolerate things to avoid conflict, to avoid an awkward, difficult moment, to avoid coming across as being God, she's hard work or she's sensitive, and yet over time you're like okay, people will take advantage of that. As I wrote about in this book, the Courage Gap, how do we cultivate our capacity to take brave action? Fear constricts our actions that we take and courage expands the actions that we take, and it's about expanding your behavioral repertoire.

Speaker 1: 27:05

No, I'm not a naturally combative person, but can I be combative if I need to be? Can I be strident and really assert myself into something? Yeah, you bet I can, and I don't want to do that all the time, but I can lean in and do that when I need to, or ask for my worth or make sure my voice is heard and speak with the authority that's needed. And so practicing that and I do think it takes practice. If you're someone who tends to be a little bit more diminutive, you don't need your voice heard. You're happy not to say anything in a meeting unless you have something compelling to say. I would say no. Practice injecting your voice into that meeting. Practice speaking up with a little more volume or a little more depth. Practice standing a little taller. Practice you being first to ask a question or to put forward an idea, even though you're not 100% sure how it's going to land. Practice that it's a muscle that you build and you've got to put in those reps.

Speaker 2: 28:01

Yeah, Very true, very true, and I love it's those moments where you need to stand your ground.

Speaker 1: 28:06

And I actually think, in these times when you could rationalize why, oh, pull your head in and don't do it, I believe it is in times like this, when we can find the most reasons to be a little timid, a little cautious, to play it safe, that our voice is most needed and we are most called to step up, speak up and really claim our place. Yeah, yeah.

Speaker 3: 28:39

Yes, absolutely yeah. We've talked a lot about this, but when you say bet on yourself, like in one sentence, what does that truly mean? You could do two sentences. I don't want to give you limits.

Speaker 1: 28:58

Act in ways that affirm that you have everything it takes to achieve your wildest vision of success.

Speaker 3: 29:11

Okay, I want to put that on a mug. No.

Speaker 1: 29:15

When I say back yourself, like back yourself and not your doubts. Act in ways that show that you expect good things to come your way and that you're going to do your part. If the universe is conspiring for you, are you doing 100% of your part to set yourself up for those great things to happen? Like? You've got to do your part, you've got to be putting yourself out there. You've got to be taking the risks. You can't expect amazing things to happen while you're playing it safe. You've got to take the risk, take the chance and make that bet on yourself. I had curiosity.

Speaker 2: 29:54

Do you feel like most people need to be grounded in, like knowing that you have a higher self or knowing that you're here to do something? Is there a higher purpose thing going on here?

Speaker 1: 30:03

as well. You're saying does belief in something that's bigger than ourselves help us show up in the world as more of who it is, who we can be? I think that's something.

Speaker 2: 30:21

Much more articulately, steve. Yes, thank you.

Speaker 1: 30:25

Look, I get it. There's some people who go I don't believe in God, I'm not religious, I'm not spiritual whatever. And I would just say this If you ever say, oh, I believe in karma, then you're believing in some force that's bigger than yourself. If you say the universe, you're believing in some force that's bigger than yourself. If you believe in what goes around, comes around, you're believing in something that's bigger than yourself. I actually am a Christian, so I absolutely believe in something that's bigger than myself.

Speaker 1: 30:53

But regardless of whether you have any religious belief at all, you can still believe that who you are is more than the body that you're in and more than the brains that you've got, and more than your current emotional state.

Speaker 1: 31:08

And, yes, I believe that we are all here to fulfill a purpose that leaves the world a little bit better off, because we lived, walked on it for 80, 90 years. I believe that. Does that compel me to be brave at times when I really don't want to be? Yes, it does. But even if you don't believe that, there is something that is immensely empowering to believe that you are innately worthy by the virtue of the fact that you are in the world, and that you have innate worth to bring to others around you, and you cannot bring that in all its force and all its glory if you are second guessing yourself, because when you doubt yourself, you don't only do yourself a disservice, you shortchange, I believe, the whole world, but you certainly shortchange all those people around you of who it is you can be. And that is this courage gap I talk about. It's the gap between who we are and who we could be if we risked being brave and backed ourselves more often.

Speaker 2: 32:28

How can we enable people to close that courage gap, especially women? What can we be doing as bosses, as peers, I think organizationally. What would you say to that?

Speaker 1: 32:33

When I look at leadership and I think of it as three domains of the either we and the it, personal leadership, interpersonal leadership and enterprise leadership, our organization, our business, our team, et cetera, you know what can we be doing? I just wrote a book on that, so find my book Courage Gap Shameless plug. But hey if you're going to do it.

Speaker 1: 32:52

That's what I wrote the book about. Number one I'm just going to really quickly just say five quick things. Number Number one I'm just going to really quickly just say five quick things. Number one focus on what it is that you want. What's the outcome you want for yourself? What's the outcome you want for others? What's the outcome you want for your team, your organization? Get really clear about that. And what are the values that underpin who you need to be, how you need to show up to move toward that vision of what you want? Because your vision for what you want, your commitment to that, has to be bigger than the vision of what you want. Because your vision for what you want, your commitment to that, has to be bigger than the fears of what you don't want. Otherwise, fear is going to govern.

Speaker 1: 33:24

Number two challenge the story that you're telling yourself. Our beliefs are the software of behavior and so often we're operating from a narrative oh, I don't think I've got what it takes. Oh, I'm not sure I'm ready. Oh, I need to have a bit more skill, knowledge. Oh, what will people know? What is the belief that you need to operate from for you to achieve what it is you want to achieve? To become the woman that you know you have it within you to become. What is the belief system? So re-script, what's keeping you stuck or stressed or having you living a little too safely?

Speaker 1: 33:57

Number three embody courage. Take a breath, stand tall, put your shoulders back, like how we hold ourselves physically matters. In fact, there was a study out of Kellogg Business School that found that how we hold ourselves physically shifts our perception of our own power and agency, but it also shifts how others see us. When you walk in a room like you own that room and you sit down like you absolutely belong there, it shifts how other people perceive you, but it starts with how you perceive yourself. Number four make friends with discomfort, and if you can't make friends with it, at least make a truce with it that you are going to get uncomfortable as often as need be because you cannot become who you want to be and do what you want to do and create a psychologically safe environment around you.

Speaker 1: 34:45

If you're only ever being comfortable yourself, you've got to be willing to do the very awkward things, and from a management and leadership perspective, when it comes to fostering what I call a culture of courage and I have spoken to Amy Edmondson, who coined the term psychological safety on my Live Brave podcast a few times. The two go hand in hand. They're the two sides of the same coin. We cannot foster a psychological safety if we're not willing to be vulnerable, if we're not willing to say I messed up, I don't know, or what might I have got wrong here, or invite feedback. So you've got to be role modeling that.

Speaker 1: 35:21

But start with making friends with that discomfort and doing the very things that scare you Every day. Do a little thing. I'm going to do something every day. That's a little uncomfortable, and the more often we do that, we build that muscle.

Speaker 1: 35:33

And number five be a little kinder to yourself when you mess up, because you're human.

Speaker 1: 35:40

Because you're human, you're human.

Speaker 1: 35:42

And without knowing you really well, mel or Francesca, I'm going to guess that today you were not as brilliant and brave and wonderful and organized and disciplined and patient with your children or whatever, as you'd love to be.

Speaker 1: 35:59

And that is the human condition. We are never going to be all things all the time. But when we can be a little kinder to ourselves and extend a little more grace inward, when we either try something and we balls it up or when we hold back and we're like, oh shit, I know I should reach out and have that conversation. When we hold back and we're like, oh shit, I know I should reach out and have that conversation, but oh God, I can't, I just can't, I'm just not doing it today, like when our inner chicken little gets the better of us, just be kind to yourself and go. Okay, because we're not going to risk being brave if we beat up on ourselves every time we fall and we are a lot braver and we show up as a bigger version of ourselves when we can embrace that we are fallible and we are flawed and we are not always going to be fearless.

Speaker 2: 36:46

That's a good vibe though. Yeah, that's a good vibe.

Speaker 3: 36:49

All right, all right, we are closing things out with rapid round. So, margie, this is what we like to just get to know you a little bit better one-on-one, get your thoughts outside of just this topic. Are you game for us to dive right in? Yeah, go for it. Okay, it's 2030. What's work going to look like?

Speaker 1: 37:09

I think we're going to see more fluid, purpose-driven work environments. I think the need that really was underscored during the pandemic that people are looking for meaning. They want to work for organizations that reflect their values. I think we're going to see more and more of that people prioritizing purpose and meaning over titles, that also value flexibility over formality. I think we're going to see more of that and a greater desire for real authenticity, as distinct from that sort of posturing and looking good, that people really want to see people being really human. As technology and gen AI takes on a bigger role, that human touch is going to be even more sought after and valued.

Speaker 3: 37:53

Okay. Totally agree, yes, we're on the same page. What, what music are you listening to right now?

Speaker 1: 38:00

oh, my goodness, I have a fairly broad repertoire. I I have to listen to just 80s classics. Yeah, yes, I go back. I still love john denver and neil diamond, but I also I love ederan and I love Pink, so I just got this broad one. I love Lauren Daigle. I just there's a lot of people I like listening to. I love Kelly Clarkson, so needless to say, I'm broad.

Speaker 3: 38:27

What are you reading right now? Or listening to podcasts yourself?

Speaker 1: 38:33

Ah, podcasts. I really like Ezra Klein. I listen to him, but I actually listen to a broad spectrum of people on podcasts. I like 10% Happier. I feel like this is a weird one to say Joe Rogan I listen to Joe Rogan. I find him really interesting, though I do often fast forward through it and I do little bursts of Mel Robbins.

Speaker 3: 38:51

Okay, all right. Who do you really admire?

Speaker 1: 38:58

Who do you really admire? Who do I really admire? I did admire my mom, who passed away 18 months ago, because she had such a beautiful, humble gentle, serene way about her. She was all about service and never about ego. So I'm just going to stop there.

Speaker 3: 39:13

Okay. What's one piece of advice you want everyone to know oh, do not wait until you feel brave to do the brave thing. I love it. Thank you for being here, dr margie. We really appreciate it and we do want to plug the courage gap five steps to bra Action because that just came out. So please do check it out. And, margie, how can our listeners connect with you for ongoing insights and resources on this topic?

Speaker 1: 39:50

Oh, thank you. They can find me on social media, LinkedIn, anywhere though I'm not very active on TikTok, but Insta I am there. They can go to my website, margieworrellcom, and take my courage quiz on the book page, sign up for my newsletter, and I also have my own Live Brave podcast. That is everywhere you listen to podcasts.

Speaker 3: 40:04

Yes, we are following it, by the way. So thank you, thank you for joining us. We really appreciate you being here.

Speaker 1: 40:14

It was awesome to speak with you both and I just want you two to just keep backing yourselves because you're doing great work in the world. To just keep backing yourselves because you're doing great work in the world.

Speaker 3: 40:19

This episode was produced, edited and all things by us myself, mel Plett and Francesca Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagrams, so please join us in the socials. And if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye friends, bye friends.

The Ego Equation for Leadership Success

Your Work Friends Podcast: The Ego Equation with Dan Springer

Impact over ego, thats the mantra for true leadership success.

What if the key to great leadership isn't confidence or charisma, but checking your ego? Former DocuSign CEO Dan Springer shares his Ego Equation and how humility, hard work, and self-awareness drive results that actually last.

So, what makes great leaders different—and how do you measure it?

(Skills ÷ Ego) ^ Work = Success.

Dan shares leadership lessons from decades in tech, including how ego almost derailed his career and what changed after a layoff turned into a leadership awakening.

Listen or watch the full episode here

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Speaker 1: 0:00

I try to define ego as

Speaker 2: 0:02

High ego is putting yourself as the primary, putting yourself first, and low ego, which is preferred in this context, is someone that puts the organization or the greater goals or family. It could be. Any type of organization you're involved with puts that first.

Speaker 1: 0:32

We brought Dan Springer on to talk about leadership and ego, and he's probably one of the best people to talk about this with, because this guy has ran mega organizations as a CEO, as a board member. He's genuinely a really nice guy and, more than that, he knows how to get returns in a business and really create these workplaces that people love to work at. If you ask anybody who's worked under Dan Springer, they loved where they were working, and so we wanted to figure out what was it that made him who he is and what did he attribute to his leadership success? And what he talked about was ego.

Speaker 3: 1:12

Yeah, he was such a great example of somebody who can focus on the human in the workplace while also having very successful business results, and how those two things went hand in hand together. Yeah, there is some secret sauce that he shared with us. That's pretty awesome.

Speaker 1: 1:30

Totally agree. Dan Springer is the former CEO of DocuSign. He's also still on the board. He's an incredibly seasoned tech leader with decades of experience scaling some of the biggest names in SaaS like Responsys, teleo, nextcard, and. He began his career at McKinsey was a partner there. He's led billion-dollar exits, built high-growth teams and knows firsthand how ego can make or break great leadership. And you're right, mel. He brought this refreshingly honest take on what it really takes to lead well.

Speaker 3: 1:59

I think this is one of my favorite episodes so far and one of my favorite guests. The insights he brought were really valuable and others will get value out of this too.

Speaker 1: 2:07

It wasn't his Dave Matthews story.

Speaker 3: 2:10

I did love Dave Matthews as a fellow DMV. The fun fact in Connecticut I was at the Meadows with my friend for a DMV when there was an entire flipping of the cars and arson back in the 90s what the hell? At a Dave Matthews concert. It got out of control. I don't know what happened and we parked in a McDonald's parking lot. This is just a side story you can take out, but it got towed and we hitchhiked with some randos to go find our car at the Impel lot.

Speaker 1: 2:41

Listen my favorite Dave Matthews story, can I tell you, yeah. So there is something I celebrate every year, which is the anniversary of the Dave Matthews Band tour bus. Oh, the bridges in Chicago. And if you don't know this story, Mel, can I tell this story? Yes.

Speaker 3: 2:56

They're probably like please not again, just when we're not brought up, so I've never been in Chicago.

Speaker 1: 3:02

There's the river in Chicago and then it dumps out into the lake and over the river are a series of bridges that are grated and they can lift up and down so tall boats can go through to the lake Keyword grated. The other thing I want everyone to know about Chicago is it's a massive architecture town, so they have these wonderful architectural cruises. If you ever go to Chicago you have to go on them. They're fantastic and you can see all of the different buildings and the stories behind them, etc. They are typically open boats, so think about massive kind of pontoon boats looking up and admiring all the skyscrapers.

Speaker 1: 3:37

On this very warm summer day there was an architectural boat cruise cruising down the river looking at all the skyscrapers and at the same time the Dave Matthews Band tour bus was going over one of these graded bridges and the bus driver accidentally decided to dump the toilet out and it dumped all over this architectural horror boat. So it is one of the most disgusting stories, but also one of the funniest stories on the planet. I love to tell it just because it's so man dave matthews, you know what I'm saying.

Speaker 3: 4:11

If you were on that boat, the universe was just like f you, in particular today. What like?

Speaker 1: 4:18

but you've got some explaining. I love talking with dan, not only about the dave matthews story, but about his experience and how he's really looked at ego in this equation. If you don't know, dan, he's also a mathematician back liberal arts major, which I love, but he has this idea of how do you manage ego with skills and hard work. How do you pull that into balance to really set yourself up for success and to set your team up for success as well?

Speaker 3: 4:42

And you can do this equation yourself tomorrow to gut check your own ego. Yep, good tool, right away, great tool, and with that here's Dan Dan.

Speaker 1: 5:04

how are you today?

Speaker 2: 5:05

I'm doing great Thanks for having me.

Speaker 1: 5:06

Great, absolutely All right. I want to get you right into this. We're here to talk about ego and leadership and your background. I'm so excited for it.

Speaker 3: 5:14

All right, we want to start in understanding your origin story around the whole concept of so and ego and the role ego has played, and so I'd love to understand how your own relationship with your own ego evolved throughout your professional career.

Speaker 2: 5:29

I've been called by many, particularly as a young man, to have prodigious ego, so I guess this is a good topic. The simplest construct around that I try to define ego is high ego is putting yourself as the primary, putting yourself first in the context. It could be your family, it could be your office, it could be your company, it could be your sports team, whatever it is. And low ego, which is preferred in this context, is someone that puts the organization or the greater goals. Or, again, it could be family, it could be any type of organization you're involved with puts that first.

Speaker 2: 6:01

And my own origin story, I think, is a good, healthy, I mean growing up with the world being presented to me.

Speaker 2: 6:10

In a certain way. It was when I was growing up I was pretty egocentric. I think I was pretty focused on Dan, and although I had wonderful role models like my mom, my hero, who demonstrated to me by putting me first, been really dedicated to whichever life to me, I probably should have seen that sooner, but I was a little slow on the uptake and somewhere, probably in my late 20s, I at least became aware of the fact that I was a little bit of a selfish person or a selfish SOB, maybe it would be more accurate. And then professionally I started to figure that out a little bit in leading people. But it wasn't until I had my first son that I think I really figured out that it wasn't about me. And once you have that ability to love someone more than you love yourself, it opens up your ability to just be much less egocentric in everything you do. So that was probably my. So I was. I'm embarrassed to say that now, but early thirties before I probably got to a reasonably evolved sense of ego.

Speaker 3: 7:13

Yeah, that makes sense, right, our brains aren't even fully formed until we're about 24, I think so to make good decisions and things like that. So it's totally understandable. We're in the non-judgment zone, by the way.

Speaker 2: 7:22

All right.

Speaker 3: 7:22

So having your son obviously major pivotal moment. What other kind of pivotal moments did you have that really transformed your understanding of ego, especially in leadership?

Speaker 2: 7:33

Yeah, so two, actually One before I had my son in my first job managing people. So I worked for the phone company. I was a forecaster, a econometrician, I did modeling and I showed up and they didn't have sophistication at Pacific Valley at that time. So I quickly got promoted less than a year in my first job as a college and I was now managing people. My parents' age that had been professional forecasters but didn't have some of the technical skills I had, and I quickly realized how bad I was at the job.

Speaker 2: 7:59

But I couldn't figure out for the longest time why. And it was because I was a little jerk. I couldn't figure out for the longest time why. And it was because I was a little jerk. And who's this little jerk telling me he's experienced and good people with probably a condescending ear if we want to be honest about it. But I eventually got that feedback so I did get a snippet. Being a jerk is not the best archetype of manager that you probably want to have. Then I think fast forward to probably having a son. But the it was one period that I think was really powerful for me, where I started to respect how wonderful some of the people we work with are and I ran a company you've never heard of called Tellio. It was my first time as the CEO and I ran it into the ground.

Speaker 2: 8:38

we sold it for 50 bucks to our Donnelly maybe a little more, not very much money, and so that's why you've never heard of it and I will bury the details of the company. It's important to me but it won't be to your audience. But something happened is right after I joined. It was like it was a dire situation and we had to do a slight restructuring. It was a small company but we had to do a layoff and I had never done that in a role, in a manager role, in a manager role. I've been a consultant at McKinsey, so I've been around a little bit of cost cutting. And that night after the layoff I was in my office late and four of the guys that had been laid off were standing outside the doors like a glass door looking in and they knocked and they came in and for a minute I had this thought are they telling you to beat the crap out of?

Speaker 2: 9:19

me, I can figure out why they don't want to stay around and these four guys sat down and they just asked to check in on how I was doing and they said they could tell how difficult it had been for me to go through the layoff their layoff, not my layoff, their layoff that they were worried about me and I'll tell you for the next couple of years.

Speaker 2: 9:40

That was this incredible strong feeling.

Speaker 2: 9:42

Every time I thought about it it made me feel worse, obviously, because these are the greatest human beings that could get laid off and they're worried about the guy that just came in to be their boss, that had to carry out the action.

Speaker 2: 9:53

And two, it just made me realize how wonderful people can be and it's just always stuck with me as a message that we have a responsibility when we lead an organization for those people, a responsibility when we lead an organization for those people, and I vowed I would never it hasn't happened yet, but it could never have a layoff of people who were doing their job well and were losing their opportunity because leadership in this case me failed to provide the opportunity. So don't overhire, don't get into that situation and when you have it. It's a painful lesson, but it was hugely eye-opening for me against the quality of people and the really serious responsibility we have as leaders for the people that work for us, and not everyone feels that way. I think it's really important If you're not feeling that way, not caring that much about your people, what are you doing in management?

Speaker 3: 10:40

Yeah, you have to think about the whole person and get down to humanity. At the end of the day, we are bigger than our jobs, so life is bigger than that.

Speaker 1: 10:48

Yeah. So Mel and I didn't go to math school. Dan, we did not go to math school. I know you did. I know you were being a jerk to the Yellow Pages people. Let's talk about how you were a jerk, dan. No, I'm just kidding. I was sitting there thinking like you were 30. I think I was like 35 before I got that that lesson around. Don't be a total asshole to people. But one of the things that I love about what you've come up with is an ego equation or an equation how to think about ego, because we have all these stories around. It's about how smart you are, it is about your strategy and you're playing five degree chess over here. Or maybe it's about the fact that you work your ass off. I'm wondering if you can talk about the mathy equation. You have to think about ego and work and skills as it relates to success.

Speaker 2: 11:39

It's a little bit geeky. Sure, it's only geeky when you put numbers to it. Conceptually, even liberal arts majors like myself even though I was a math and liberal arts college people we can really grasp these concepts. The simple expression which I've used in this so like sewing needle and thread is you have your skills that are usually highly correlated to the fortune you were given with your smarts and your ability to build skills. And then you have your ego.

Speaker 2: 12:04

As I mentioned earlier is your ability to control your focus on yourself versus to the broader organization, and then, as you said, how hard you work. And the equation for the geeks out there like myself is you take those skills that you have, the S, you divide it by your ego, so you want to have less ego, obviously. Then you take that and you raise it to the power of how hard you work. And if you do play around with little numbers I generally use one to five and you assess yourself. I'll give you my own self-assessment, so yeah, and then we're, we're on this spectrum think of this bell curve spectrum, not a one to five.

Speaker 2: 12:38

When it comes to skills that have been built, I think I'm a four. Most of my life asserted I was a five, but we can get to the ego point. I just had a lot of good fortunes. It's not so much that I'm smarter than other people or more skill, I just showed up in some really good situations that made me look good. So I've had a lot of serendipity. And then the ego. And again I don't think I was ever a five.

Speaker 2: 13:02

On the ego, Maybe I was a four. There's a distribution curve and there's other people out there that could be pretty condescending, jerk like two, but I was probably in the four zone. I'm down to about a two in my self-assessment. So I'm pretty good not the best, but I'm pretty good at trying to really put the organization first and get out of my own ego and then on how hard I work. It's four or five. I've been a five at times. Sustaining five is very difficult but I think I'm a good, solid four.

Speaker 2: 13:27

So if you use the four, two, four, you say four divided by two is two. You raise that to the power of four and you get two, four, eight, 16. And that's pretty good. And, of course, when you're a competitive person, like I am, you play this game and you go. Okay, what I really want to do is be a five over a one. Raise it to the it. Just, it really probably doesn't happen very often and, quite frankly, if you have people operating with a high ego, you do the math. If you're around a one, it doesn't matter how hard you work. You're not going to get the number any better. If you're below one, it's effective. A person working really hard has all focused on themselves could actually be a detriment to an organization. So that's how I think about the formula and have to chat about each of the elements more, but I use that in evaluating people and thinking about how effective they can be in our organization.

Speaker 1: 14:17

Let me ask you this so you're 16 and you're so score. Is there a range? Let's say you're building out a C-suite, for example, or you're building out whatever and you're trying to gauge where people are at what's considered like a good score.

Speaker 2: 14:32

16 is good and again, it's my form. I'm not going to create a system that I have a terrible outcome in.

Speaker 2: 14:38

And you're like, wow, I really need work, I have to change the model. But 16 is good, have to change the model there. The 16 is good and the real challenge is it's the most of us, of course, most situation. I'm talking about me as a software exec to 16. Um, by the way, the only place I've ever been better is actually in in in sports, and the reason is and this is that you're really fortunate if you have this makeup my whole life, life I played sports all through college, division III college, but still some of my college soccer and lacrosse teams.

Speaker 2: 15:09

But all through school, all through every team I ever played on, I don't think I was ever the most skilled player on my team and I had just enough self-knowledge to know. I think sometimes I was one of the better players I knew. I was never the most skilled player on any, whether it was football, soccer, basketball, cross, whatever but nobody worked harder.

Speaker 2: 15:31

I don't believe anyone on any team I was ever on. I know it was a pretty aggressive statement to make, but I can't. How are you going to know? How are you going to refute it?

Speaker 3: 15:38

anyway, Ever Sounds a little like. Ego Sounds a little like ego.

Speaker 2: 15:43

Yeah, I hadn't thought about it that way. Can you have ego about how hard you work? Maybe, and I do think if you look at the stats score you'll always see not as many points but a lot of assists from Dan's work, and that was the joy I had as being a playmaker and trying to make other people score and succeed. So in sports it's the only time I've ever been ever better than I have as a profession. But I would just clearly say 16 is taking me a career to get to. I was realistically a one-two, probably most of my career because of the ego that suppresses the ratio of the smarts, and so if you had a team of 16s, that would be a killer team.

Speaker 2: 16:22

Everyone could get their egos down. Some people might get it by a five and a three. You're playing the different modes, but yeah, it's all about getting that balance right.

Speaker 1: 16:30

Is there ever a situation where you need to have hot ego?

Speaker 2: 16:34

Yeah, and again, the problem with the definition of the word ego in general. There could be a lot of different nuances and interpretations of that, and I think they can be healthy ego for sure, in the construct that I'm defining. I don't think so. I think it's optimal is to be a team player, because not only does it help the team's output, but then it forces other people, because of that behavior you exhibit, to do the same. People want to be drawn, I think, to something bigger than themselves, and if other people lead that way, it makes it easier. So you have a knockoff effect on other people when you bring down your ego and some cultures can get to the place where that happens. But just to be clear, there's high-performing cultures that have high ego.

Speaker 2: 17:12

I worked at McKinsey. There are investment banks, I would tell you. Most of them is a model where people are fighting, particularly in banks, for their compensation. It's a big thing, it's a let me show you how great I was and the deals I got done. Therefore, I deserve more compensation in that model. By definition, I think you should answer your question. That's supposed to be a high ego place. Now, over time, that can have become destructive, and yeah, but I think that's the balance. Leadership and that kind of organization has to figure out a way to maintain that competitiveness around individual performance and at the same time still figure out how do we have some collegial nature that we can build a firm together.

Speaker 1: 17:53

You've taken your career where it is based on this model. You see it and evaluate your teams based on this model. We doubled down on ego, but I would love to understand what do you think about skills? And when you think about hard work, what would you recommend people consider when they're looking at upping those potentially? Just to balance out the equation.

Speaker 2: 18:14

One thing I tell you about the skills side, the hardest part about skills, it's the one I think we can do the least Now it doesn't mean you can't take classes and get training things, but core thing that drives and in fact you didn't ask if I stole this idea. There's no SEW, quite like the way I do it. But this construct of these sort of three forces in determining how effective people are in their work was stolen from a guy I worked with at McKinsey years ago, an Australian guy, clemenger, and he actually initially his thinking was it wasn't skills, it was smarts. It's also smarts are trainable. It's a very McKinsey way to think about it. Right, and he'd been a career McKinsey Was we just want smart people, because smart people will figure out problems, but they'll also figure out how to learn and grow To some extent your clock speed.

Speaker 2: 18:59

You can work on it. You're born with what you got. Thank or don't thank your parents, but you got what you got. So that one is much harder for people to control. And I would tell you the best thing you can do to either quote unquote improve your smarts or your skills it's the learning you get, it's taking wisdom from your experiences. So what makes you smarter, effectively or more skilled is the fact that you have ability to take feedback and say, oh, I got to move a little bit over this way, so that's probably the most important piece, except that a lot of it is going to be.

Speaker 2: 19:28

You're given processing capability and then the one is applying yourself, and if you just do more and you're active, it goes back to the work. How hard you work. If you take on opportunities. Every time you have a chance to do something new and different, you do it and then you listen and learn about how you did. That's the best thing I think you can do to improve your sort of smart skills and on work, that's probably the least complex, right?

Speaker 2: 19:51

And it's just how will you apply yourself? It's definitely about working smarter, not just harder, although I sometimes think we use the excuse of working smart, not hard, to not fully deploy ourselves and really invest ourselves in the things we're working on. But that could be personal, professional, across the board. We often know when we're just showing up and there's days sometimes where that's all you can muster, just showing up. But if you find yourself only just showing up a lot of the time, you're probably not in the right place, because you just don't have that enthusiasm for your work to allow you to get up to a four or maybe even a five on how hard you work.

Speaker 1: 20:29

Yeah, it's interesting when you have those where you. Is it context you know what I'm saying Like when you're in a situation I know when you were at DocuSign or Responsys, for example, too, it felt like that was like these magical times, right, these magical cultures where you wanted to show up, right, it's the context of it, or is it the individual that's always going to have that lens, or is it a combination of both? I think it could be situational, right.

Speaker 2: 20:52

Yeah, but your point about the magical times what makes people remember times as magical is because they work really hard with a group of people they respect and care for and built a great album, and when you do that, it bonds people. I think we were chatting the other day and I told you that there was this 10-year reunion of people from when we sold Responses to Oracle and I thought the whole idea was a little wacky in the first place, to be completely honest with you, and then, when hundreds of people showed up and said it was a really special way for them to be back with people, it felt more like a college reunion than a company had been part of. You had something special and that culture that you were part of will always be important to you.

Speaker 1: 21:37

It's the power of when you have this in masses, right, when everybody is pulling in their weight or has a high SO score, right. That's the power of that too. Come to think about it, I don't think I've ever had a magical work experience where I phoned it in or where I was very egocentric, or like I was the smartest person in the freaking room, like that never, ever happened. I think that's common.

Speaker 2: 21:58

I think that experience you're describing is probably common and I would say there are times, particularly in technology industry, where you get on a wave and you probably could continue to have great success with phoning it in a little bit, although be careful, because when you're riding that kind of wave it's going to crash at some point. But I would tell you, I bet it's not a magical experience. I think it's very difficult, if you didn't really work hard at something, to truly enjoy the success and the outcome, because it's not as important, it's not as special to you as if you know that you really applied yourself fully.

Speaker 1: 22:32

Yeah, you got to be invested.

Speaker 3: 22:46

Something that really resonates with me with what you said, because, as another former athlete but I will say I was D1. Just rubbing it in a little, just a little, but I was a rower, so it doesn't really count as a former athlete, throughout my life, one of the things that I heard time and time again from my coaches and like you, I was never the best, but what I always got was the heart award. Because when you're the one giving heart and in my mind, when I keep hearing you say hard work, that's what I keep hearing.

Speaker 3: 23:12

Oh, the people who give heart, like you have the heart in it. Is that what you mean when you say hard work absolutely?

Speaker 2: 23:18

and in fact it's funny. I was thinking about your point about crew. It actually is a great example because, if you think about again, I never rode crew in any close to semblance of a real way, but oddly enough, I went to a strange high school in Seattle that happened to have crew, which is unusual, particularly unusual. Then on the West Coast, I'm going to start and for the next six, about six minutes, I'm going to get increasingly uncomfortable to the point that my body's going to hate what I'm doing and I'm going to collapse in exhaustion and you go and that's what we do every time and that's our form, and there's probably some track and field things that are like that a little bit, and it's the only one you do in unison, depending on three other, seven other I guess, four and eight if you count. But what a crazy bond that people must have with the team when you go through that.

Speaker 2: 24:17

You've probably seen it, but you see the boys in the boat. There's a movie from the book the Boys in the Boat. The book was better than the movie. Usually Not always, but usually it's the University of Washington men's crew that won the Olympic gold medal in 1936. No-transcript.

Speaker 3: 24:53

Oh, I loved crew. By the way, I think when I talked to any of my teammates, most of us did it so we could watch the sunrise before class, because it was just a fun experience at 5 am.

Speaker 3: 25:03

I wanted to go back to those high-performance work cultures, because we've all worked in them, right, like I worked in big law. We work cultures because we've all worked in them, right, like I worked in big law. We've worked in the big four, all of those things. Do you think something has to happen in terms of, like performance management? Performance management set up in a way to be egocentric or to build ego, because there's always this kind of back and forth? Do you brag about the work you've done and that impacts your potential bonus and your raise or your opportunities for growth, but none of us get our work done, necessarily as individual contributors. Even when you're an individual contributor, you still need others to complete your work, and so do you think there's an opportunity for organizations to think differently about performance management and how you brag about the things you've done while also bringing along everyone else who helped you get there?

Speaker 2: 25:50

I think so. Yeah, and I'll tell you the first thing. There's certain things in business life that are close to universally. True. There's probably none that are quite, but there's two I want to talk to One related to your question, but first I'll do the other one.

Speaker 2: 26:03

It's amazing how what we learned in kindergarten is so important for what we do in life. Saying please, saying thank you and saying I'm sorry when appropriate is the simplest thing to do, and when we don't do it oftentimes it leads to fairly significant conflict and problems. I'm not saying it always solves everything, but at least creates the opportunity and the space to be successful. And one of the things that I think is really corollary to that is about teams that you described. And if you say we instead of I, first of all people know.

Speaker 2: 26:40

So if you're so worried that you have to be clear that you did something, the detraction that you're going to get from your colleague to everyone else I need you to point out that it was you Way swaps, any extra benefit you might get in bonus time or what you're just got, is my opinion.

Speaker 2: 26:55

But if you do that chest beating and you do it around a wee, it's amazing how everyone gives you license to brag all you want because it's about wee, and if you figure out a way to try to give the credit in a credible way to other people, because we've all seen the bullshit, the fake oh, thank the little people, because it wasn't me and you just look and you're like, okay, that not only gets you the credit for having delivered the great results that your team's done, but, more importantly, that we language makes everyone else feel great and it sets us up for another success, because now everyone wants to do it again. So you're also building followership from teams. So I think that's the answer to the question is just be a we oriented and get away from needing to point out what people probably already know when you've done something great.

Speaker 1: 27:55

Yeah, I'll tell you too, where I've seen people be really successful is with that we language and that authentic we language like you talked about, with their team, and also cross-functionally as well. When you can be we, when you're reaching across the aisle with finance and HR and marketing and you're going at it we as one, that is hugely powerful, especially as you're going up in the ranks.

Speaker 2: 28:17

And I would also tell you I think it's powerful when you're the hardest grader on yourself. A lot of people say they're the hardest grader on themselves, they're toughest on themselves. I don't always find that to be the case and I find if you can do that and get a reputation amongst your colleagues for being tougher on yourself than you are on them, it's a really exponentially improving opportunity. I'll give you one sort of dumb example. But at Responsys I had this thing where I tried to change the way we thought about performance reviews. So we did everything out of 100. It's just just like a hundred. But a hundred was perfect Pretty hard to be perfect and I was CEO for 10 years at Responsys. I had twice a year had a review and I would submit my self-assessment, just like I would have all my managers first submit a self-assessment, and I never had a hundred. I never got above low nineties and we had a couple of quarters that led to a half year performance that you would say those were pretty good and I had a board that would push back and say come on, this has got to be a hundred percent and I'm like a hundred, how can you get a hundred? But what would happen is I'd come in and say, yeah, I think I had an 82. And they'd be this is crazy. You at least have a 90. We have to argue this up to a 90. Think about that.

Speaker 2: 29:28

Normally my experiences before that was the other way around. I think I'm about 115. And then someone else has to say, god, we really think he's about a 90, but now we've got to say he's an 80 to try to compromise. So it just totally changes that. Every single executive my direct reports at responses but one and I'll get to the one in a second Over time grasped that and said this is the way I want it to be.

Speaker 2: 29:54

I want to be in a situation when I come in tougher on myself and my manager was me says no, I think better than that. Those conversations are so rewarding and I did. One executive who was very talented and a great executive and he had grown up in a sense of I'm above 100%, everything I do is above 100%, and the math major in me says there is no above 100%. It's impossible to be above 100% Asymptomically. Approaching 100% on most things is almost impossible, and so that mentality to get out of that I got all Ben Antonio, but I got everyone else there and it was I think it was a big part of our culture that then went down and trickled down wherever what it was saying like. Let me be tougher on myself.

Speaker 1: 30:39

Let me ask you this In those moments, did you want to rate yourself 100? In the back of your mind, were you like I actually was 100, but I'm going to put it in myself at a 91? Or were you like, no, I was genuinely in 91, you wasn't you can't what's truth I think there's times where I thought I was pretty damn good.

Speaker 2: 30:56

Yeah, we had a lot of challenges too, but the early parts of the company was a complete turnaround. There was some, I think. You know I often talk I'll give you a. Let me answer your question, then I'll give you them. Yeah, there were times when I thought I was great, but because I defined it it as 100%. It's just yeah, you can't.

Speaker 2: 31:12

One of my pet peeves when people say I gave 110%, you don't have 110. There is no 110. And I appreciate what the construct they're trying to say pushing yourself. No, it's like the crew thing, like my 100% is to get us there in six minutes. I got us in five minutes and 55 seconds. I did more than a hundred percent. Well, you just reset. What a hundred percent is? That's new love.

Speaker 2: 31:32

But but that concept, yes, there are probably some times when I might've been a little bit I don't know too cute by half about saying no, the IPO was great, it just wasn't really the accomplishment I wanted for the company. I think we could have done better. Or my last time I sold the company at the highest multiple SaaS offer company I'd ever had. That was a pretty good outcome. Ceo should feel good, the whole team should feel good about that. But there were some things that just weren't quite optimized in those periods and I think it's important to always tell yourself that the grade you would give yourself is lower than the grade you'd give the company If you're the CEO or general manager for your business, because telling people I'm better than you are and I'm pulling us up, it's a hugely odd message to send, and you and I have talked about this before.

Speaker 2: 32:21

I think the leadership model I try to think about is the inverted pyramid. Instead of a CEO at the top and then all these people coming down, I say the job of a leader is to make everyone else on the team successful. So you should think about it as an inverted leadership model. And the simple example is that if you think about a company, particularly if it gets to scale, even if you have a lot of self-confidence, managed ego I have a lot of self-confidence. The best I could be at a company of scale let's say there's a thousand employees maybe I could be as good as three or four people. I would have to just be in my A game constantly. Best case, I could be as good as three or four actually, but if I could make each of those thousand people 10% better, that's like hundreds of people you've added of good work, so it just swamps it, and so if you get your mindset to think like that versus to think top, down ones, so it just swamps it.

Speaker 2: 33:09

And so if you get your mindset to think like that, versus to think top down, I think it helps you to achieve.

Speaker 3: 33:15

I like the we, not me, concept over there. Yeah, when you think about how leaders can accurately assess where they fall on this scale, can they accurately self-assess, or does it require some external measurements? I'm the only one that can self-assess.

Speaker 2: 33:32

You're the only one Awesome, sorry, sorry. Of course, everyone can do your own self-assessment. In fact, doing a self-assessment is great. More valuable for most of us probably two is to ask the people you work with, ask your colleagues, ask the team you manage, ask your manager hey, how do you think about me? In this format, and that would be the fun exercise. If you're doing it as a management team, I should do this actually my next gig. You should actually just ask everyone to do that assessment for everyone on the team and then you give people the sense of here's what you said about you and here's what the rest of us said about you.

Speaker 2: 34:04

In each of these dimensions, I think it could be really powerful way, and I'll tell you that the hard part about it is assessing. You try to think about assessing people when you don't have a lot of data. Most people, if you work with colleagues and you ask people oh yeah, francesca, usually people have a pretty similar view. The hard part is like when you're interviewing someone and you meet them and you say, hey, should we hire this person? You're trying to assess how successful they'll be. It's much harder to figure out some of these things. There's some things that are typically around the smarts and skills. People have degrees and things, or people have a track record where they've delivered tremendous performance. So you see some areas where you can get that.

Speaker 2: 34:41

The ego one, of course, is the hardest one, although the work one is interesting because a lot of people tout how hard they work and again they're just about working hard. It's about working smart. Sometimes you can't completely rock that. You get a better sense from other people, but the ego one is the hardest one and the way I'll give you my fun interview question. I love to ask people. If it were you, mel, I would say hey. So, mel, if I had in the room everyone that you've been working with for the last five years, but you weren't there and I said to them what's really great about what Mel does? What would they say? And then you answered that question and then, when I'm finished, I said, hey, if I asked that same group, what are the things Mel should be working on? What are some areas where you know Mel could be a little more effective?

Speaker 2: 35:27

What would they say to that? And of course, everyone loves the first question. First of all, they'd say I'm the smartest person. They give you, as they should. You're giving them a softball to say what's great about you, yeah. But the second question is interesting because there's basically three buckets of answers and some people are in tune with issues that they're working on and they've gotten feedback in the past. Maybe they've made some improvement, they know there's more, and that's a really thoughtful and great answer. Another answer is I don't think they have anything to say. Look, that would be it.

Speaker 3: 36:01

Look at what we're saying. Such a weird response.

Speaker 2: 36:02

Really they just have. No, they actually just they've never dawned on them that people might not think they're perfect and they may be great but just like. That's an indication that we ought to be probing further how effective they are in teams if it's never sort of done. But the worst answer of all is what I call the faux answer. And the faux answer is let me tell you what they'd say Now. First of all, they say I work too hard and carrying the load of the whole team makes everyone feel terrible because I do so much more than everyone else, and that's a real problem for people.

Speaker 2: 36:38

And they give two or three things that you're like the most ridiculous fake critique of all time. Then you actually realize this person's smart. They probably have some awareness of things that they could work on and be better, but they're manipulative and they're full of shit and they're basically going to say let me tell you how I can smooth that. That's actually indicative to me. They could be skilled and there might be certain roles where that sort of ability to communicate and feel if they're going to be an actor or something you might say that's a great skill, to be able to have right To improvise that answer. But to be a colleague, that's a person that's I'm going to be wary, I'm going to be wary. Can they really dedicate themselves to a mission to work with other people? So that's a great question to ask.

Speaker 3: 37:17

I love that question, Someone who worked in talent acquisition. I think it's such a smart question to ask because I've heard also those rehearsed answers and you're like, oh OK, yeah, I don't know about that. What are some ways? I guess, when you think about warning signs Because I would see that as a warning sign, just as you did but when someone's in the job, what are some of the warning signs that indicate ego might be creeping up or interfering with their leadership effectiveness?

Speaker 2: 37:43

Core issue of where an ego is a problem is usually not in someone's self-led efforts around their interactions with the team, and so I think where we see people who are less effective team members and aren't able to the company or the team first, that's where you see it and you see it from their colleagues. And what do I be careful about? I'm a big believer in things like 360 feedback. I'm not actually a huge believer in massive programmatic you have your talent, background, sort of solutions but I think the discipline of getting feedback in a thoughtful, targeted way, as opposed to just lots of forms that people start filling out in a shitty way, is not, honestly, the key to success. It is in a thoughtful way, given the person and the individual. You as a manager do work, but getting that feedback from folks is great. One thing to be careful about is just because other people are unhappy with someone or complain about someone doesn't mean they're the problem. Are unhappy with someone or complain about someone doesn't mean they're the problem. A lot of times we ask someone to carry some pretty heavy water and drive some pretty aggressive performance and some people might not like that and they might say that's a bad person. A lot of times. Let's get this at.

Speaker 2: 38:45

Docusign or CPL would say they're not living the DocuSign values. They were very important. We had this really strong set of values. Docu DocSend's an amazing company and it's got some things that are really strong. By the way, we've had some challenges last couple of years. Some of those values have allowed us, I think, to maintain more success. But it's really easy to pull the values card and say I don't like the way Mel's doing that and so I'm going to say throw the value set. I'd be really careful that the person that's willing to throw that might not just be doing well, they might be actually saying the scrutiny and management I'm getting is making me uncomfortable. And the person is trying to give me aggressive feedback and somehow I missed the memo that said feedback is a gift and since I didn't think feedback was a gift, I think the person's riding me really hard, but actually they're trying to make me better. So get feedback but make sure you're triangulating and then get observations yourself. That's how I'd propose attacking that role.

Speaker 1: 39:41

Okay, here's a question. I feel like we have a lot of representations of ego in the extreme. I've seen very high up leaders, board members, ceos, it could be even a manager. I've seen individual contributors and they're so egocentric they're bordering on narcissistic or maybe they are or just a straight psycho. We've all worked for them. What do you like? Some of those environments incent that, incent that behavior, reward that behavior. If you're in an organization that you feel like that's happening, or you're walking into a culture where that day that's happening, how do you start to advocate for more of this balance? How do you operate as yourself? If you're someone that isn't that way and likes to operate with more of the balance, do you go? What do you do? What's the play there?

Speaker 2: 40:29

So, the first thing is why? Why do you want to do what you're describing you want to do? Do you diagnose that there's a problem in the company? You see a performance challenge happening at some point, or we have a nutrition problem because we have some people's behaviors driving good people out. I'd like to try to understand what the thing I'm trying to fix is before I take my remedy. But in general, I'm a big believer in we motivate people with incentive structures. Some of those are financial incentive structures, some of the praise, all sorts of levels that we have for incentives for people. And so if you're driving behavior and you're seeing it not just one individual, but you're seeing it more creep into your business in a way that you think it's not healthy, I'd look at your incentive structure.

Speaker 2: 41:08

And so one of the phenomenas is you might say we have a lot of individual achievement awards. Let's go to a team award and a company could take a bonus approach and say it's subjectively based on each individual's performance. Or you could say we're going to have a total team outcome. These are our top three goals, and if we achieve them we all win in that award, and if we don't, that's one lever. But I think that kind of concept is thinking about what you've put in place in your organization to drive the behavior you're driving. And the other one and this is one that I don't understand why more people don't do it other than you know. I have some conflict avoidance in my own nature, so I understand it's a human phenomenon. We often avoid conflict, francesca, less you than the rest of us. You're so nice.

Speaker 2: 41:52

You spiked on that in a good way, but the answer is talk about it. I don't know. We have this thing where everyone's in a closed room secretly saying, oh, Billy's doing this and Susie's doing this. Hey, Billy, Susie, people think you're being a jerk and I don't know why. That's not who I think you are. So let's go show them that's wrong and what are the things we're going to do together to have it? And I think, same thing Not everyone accepts feedback as a gift at the beginning, but you have to explain to them.

Speaker 2: 42:18

You want to be successful here. You're going to work with me in addressing this feedback and I think you would find most people 90%-ish people if they know that you care about them and they know that you respect them, they will take that feedback and they will want to be better. And there's some people who just can't take it or see it feels too personal and they have to say it's not me, it's the person that's complaining. Understand that there's a cycle. You go through that process. Past that, I think most people can say you know what? I want to be better, I want to be more effective, so I want to work on it.

Speaker 1: 42:52

Yeah, Mel and I are. We're writing a book and we just came out of research and that's the number one thing around being feeling like you're being respected and valued. You cannot have feedback, trust, development, conversation, anything without that. That is the base, for you have to have that mutual respect and that mutual value, and I think it's something that we overlook or we assume it's just there yeah, right and we've never had a goddamn conversation about it.

Speaker 2: 43:20

Yeah, and I'll, yeah. Um, and you have data. And so what happens when you have data? You sometimes that ad is just nobody cares what you know until they know that you care. And so if you're there, you say I got all this information, make you better. I'm like, are you trying to make better? If you're there and you say I got all this information to make you better, I'm like are you trying to make better? Are you setting me up for failure? Like when I understand that you're. When you show up to tell me something, it's because you care about me and you care about the success of what we're building together. Yeah, then I really do want to know, I want to understand, I care about this feedback that's going to make me better.

Speaker 1: 43:49

Yeah, I think starting with care is such a huge thing. Starting with care might be your answer to my next question, which is I'm dead. It's a little crazy out there these days, but it's a little uncertain. Yeah, hashtag tariffs, speaking of incentive structures as opposed to sticks. I am curious, though if you're a leader, especially if you're a C-level executive, and you have the entire company on your shoulders and you're trying to navigate uncertainty it could be now, it could be in the future, I don't care, but I am curious about how you protect that balance of your ego as you're going through that, because I have to believe that it might be up and down, depending on what situation you're in, what win you have, what punch you just took in the phase. How do you maintain and balance that ego when you are just in a blitzkrieg of bullshit?

Speaker 2: 44:40

Yeah, two things. One, it was harder for me to insightfully answer that question today because I'm at a place where I've had so much good fortune in my career and I've gotten a lot of boost. That makes me feel good about myself professionally, and not that I don't have things I'm constantly working on, for sure, but I've been so fortunate that I don't walk around with a chip on my shoulder that I, you know, because of this crisis or some other, I either need to prove myself. I do feel like I need to prove myself every day, but I don't feel like I'm coming from a defensive way of doing that and proving myself. So that makes it easier. But if I go back a couple IPOs ago, yeah, I think it's a real challenge.

Speaker 2: 45:20

I think what you're describing is absolutely a challenge, and the more that the market gets crazy your market, whatever that is it's easy to feel like it's unfair and lashing out and attacking, and then sometimes even the people that are close to you. You should be pulling together. Some people are critical of them. We're blaming. You know the blame game. If you just sold more, we wouldn't have this problem. So it's your fault.

Speaker 2: 45:42

Sales is fault, which has been a huge issue, by the way, in enterprise software the last couple of years, the number of companies, because I spent a lot of time talking to people about running more software companies that say a company is great, the only problem is our sales team. If we just had a new head of sales, it's going to be great. I'm like really, because every software company is saying the same thing. Is it really just the sales leaders? I don't think so, and so I do think the hard thing when everything is going crazy like that is to just go back and say what can I control and what can I not? I can't control tariffs, I can't control any of these things. I have to make decisions based on the fact that some externalities are there and those external factors are happening. But I have to go back to our team and say I don't know what the outcome is. I just can't tell you what the outcome is going to be, but I can tell you what the inputs are and we're going our very best at doing it in the way we believe and at the quality that we believe we can deliver for our customers, for employees, whatever. And let's just do that, because that's what we can control, and I know it's the same thing like stock price is a phenomenon.

Speaker 2: 46:41

Companies go public and every CEO gives the same speech, or pretty much every CEO. Guys, we can't control the stock price. You shouldn't be spending time looking at the stock price. That response is early on. I made this thing. I said I'm not going to look at the stock price except for Friday afternoon every week. I will not look at the stock If you ask me about it. I don't want to know. I don't care. I don't want to know what the stock price is. What am I going to do on any given day? How are you.

Speaker 1: 47:06

This is a backward.

Speaker 2: 47:07

This isn't that. Leaving is a backward indicator. We got to be focused on our business and getting people out of that mindset. Actually, one thing we did response is we had the IPO and we didn't go ring the bell in New York. We did the IPO. We came back to the office and we were with the office and the people and the day after IPO we said let's play Sales to do. We got product to build. We got customers to take care of. We said what happened to go public yesterday? It's fun and Our customers take care of it. What happened to go public yesterday? It was fun and we should all feel good about it. It was a nice accomplishment. Back to work, because it doesn't matter. It doesn't matter in the context of what we have to do every day. I'm sure we care about it and create liquidity for people. Lots of wonderful things that happen. I'm not against celebrating. I'm all about celebrating. Why do we have the opportunity to celebrate?

Speaker 3: 48:03

Because, because we did these other things really well for the last several years, so let's keep doing those things. Looking back at your younger self and what you know now, what do you wish you could tell your younger self?

Speaker 2: 48:10

I think probably a couple things. One is I didn't have a lot of patience, I was in a hurry and I think it's okay to be moving fast, but I think I would tell myself as part of that smell the roses, enjoy the time, enjoy the experiences you're having, and I sometimes skip things to get on to the next, and sometimes I think that's a mistake a lot of us make. And life it's not the end, it's the journey and really making sure you enjoy the journey. And that probably is mostly then around investing in relationships, and not necessarily just like your most important relationship, but the people you know that are just wonderful. It could be colleagues, could be friends, any number of places. Really take advantage of those personal relationships. That is what life is fun to do. So that'd be number one.

Speaker 2: 48:59

Number two, and there's no question, after the practice speech I gave you on this topic earlier, I would tell myself to chill, cool my jets a little bit about then and realize that the joy I was going to get in life, the real joy I have, comes from seeing other people being successful, and I had to accumulate a certain amount of professional success and personal success before I could start to do that. So I missed a lot of years of a lot of joy I could have had. I think I had little snippets of it. I'm not a total jerk. I did care about the people I worked with but it was all in the lens of they could be successful to make me more successful. And if I think I could have just appreciated them more for them and been better for them, starting that sooner I would get a lot more joy. So those would probably be the two things. There's probably a lot of things I would tell myself, but those would be the. Those would be the.

Speaker 3: 49:52

I like it. The second one, especially when you think of giving their best advice to emerging leaders, that's like a big takeaway that they can start today. Okay.

Speaker 1: 49:59

Rapid round questions. You can answer these with one word or a sentence, or however long you want. Sometimes these are our most interesting questions. Are you ready to play? I'm ready to play. Okay, it is 2030. What does work look like? Work will be very similar to what it is today in the post-COVID world Very similar.

Speaker 2: 50:25

All right, interesting. No, I should elaborate. I thought I was supposed to do rapid fire.

Speaker 1: 50:28

Wait, now, I want to know the answer. Wait, why do you think it's going to be similar? Why do you think it's going to be similar?

Speaker 2: 50:35

I think we've had a lot of transformational change going into and coming out of COVID and I think the amount of change in the way we work, assimilate is limited. We're humans and we have our patterns and we have our trends. So I think we've gotten to this place. I don't think it's exactly equilibrium, but in terms of our people going to be in the office, are they going to be remote, I think we're getting to that zone of where we're going to be. I would add, I think artificial intelligence will change the way we work, but I think it's going to be less impact. It'll be massively impactful on business, less impactful on people than I think we realize, because we're adaptable and the things that get automated and then we do things as humans that can't be automated. So I don't think that will change as much as some people are forecasting in the next five years.

Speaker 2: 51:15

Are you an AI optimist? I'm an optimist, for sure. Yeah, I definitely. I have my I call it terminator awareness of what's happening. I just don't see it. I really don't. Maybe it's my. I'm an optimist. I'm also. My faith in humanity is pretty high. Yeah, I'm pretty optimistic.

Speaker 1: 51:31

That's good. There's a lot of really awesome possibility there. I'm stoked for it. I'm stoked for it. Yeah, what music are you listening to right now?

Speaker 2: 51:39

I've been listening to Dave Matthews almost nonstop the last 10 days. Nothing wrong with a little DMV. We had Dave come to an event. Jane Goodall introduced him to me. We did an event at DocuSign. He is the funniest person I've ever been on stage with. If he was an actor, I don't know if you know this before he became a musician he was an actor.

Speaker 2: 51:59

He's been in a number of films since he's become famous, but he is just the funniest. He has the driest, quick-witted sense of humor that I never would have fully understood, even though I've been a fan for years and then joined C&M on stage, so Dave was the bomb Best session ever. At any event, Get out. Yeah.

Speaker 1: 52:18

I always read him as like either really awkward to talk to or making like really uncomfortable jokes period.

Speaker 3: 52:26

Yeah, I got the impression. He seems like a good call.

Speaker 2: 52:29

So he roasted me in front. He had the DocuSign employee base and customers and he was constantly making fun of me in a way that the docuside employee based and customers and he was constantly making fun of me in a way that, of course, that audience love oh sure so you know he knew his audience.

Speaker 2: 52:40

Um, yeah, he's a musical genius. So you're right, sometimes there's oddities with people who are creative geniuses. Uh, there's some of that awkwardness. He's so genuine. I'll just say one little snippet. We should move past dave matthews, but he moved to seattle from charlottesville where they really got going. So he lives in in the seattle area and up until this is about five years ago, he just moved out of a one bathroom house with his three children and his wife and he was just like, yeah, and driving his 1970 something volvo, he's just a guy, that's like.

Speaker 2: 53:13

I don't have any heirs. He's just the same person that I think he wanted to be ever since he was probably 20 or something like that. Yeah, he's a treasure.

Speaker 1: 53:22

See that story restores my faith in humanity. Honestly Like that's it. Okay, what are you reading? What are you reading?

Speaker 2: 53:29

So I just finished reading something I half read. It was embarrassing Principles by Ray Dalio, which is a tome of a big book. But the exciting thing that I just started reading again and I think I read it before. But I'm embarrassed. I can remember his Profiles in Courage. It was a Pulitzer Prize winning, jfk wrote it and it's one of those books that everyone knows about, but then you just maybe never read. And anyway, jillian got it for me and I saw it at a bookstore. He's a bookstore and I'm reading it and he's a gifted writer, in addition to being such a special politician.

Speaker 1: 54:05

It's also interesting to go back, even if you have read something way back, to go back and reread it. All right, here's my last question for you. What piece of advice would you give someone? What's your best piece of advice for them?

Speaker 2: 54:15

Oh, if it's mildly professional advice I suppose there's other realms, but I guess this would fit more broadly is in life the key is to find I used to be a consultant, so I like to do everything in two by two matrices. It is to find the combination of the things that you're good at and the things you like doing and get into that upper right corner. And I think the biggest thing that people sometimes forget is the things you like, and I think we're naturally drawn to. We get positive feedback on the things we're good at, but finding that intersection of the things you really love doing, that's the thing that you need to focus on.

Speaker 1: 54:48

It makes it really enjoyable, right? I look forward to it.

Speaker 3: 54:50

Cool, love it. We appreciate you being with us today. Thanks for joining us.

Speaker 2: 54:53

Me as well. I really enjoyed it. Thank you for having me.

Speaker 3: 55:00

This episode was produced, edited and all things by us myself, Mel Plett and Francesca Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagrams, so please join us in the socials. And if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye, friends. Thank you.

Managerial Sabotage

Your Work Friends Podcast: Managerial Sabotage with Davide Rice, People Managing People

Today’s managers are feeling the squeeze from above, below, and all sides. In this episode, David Rice, Executive Editor at People Managing People, joins us to share what it really feels like to be a modern day manager. From the lack of formal training to the growing expectations from executives and teams, we talk about why the role is harder than ever and what can actually help.

Whether you're deep in the middle or just stepping into the manager role, you’ll find practical ways to build connection, navigate pressure, and move forward with more clarity and confidence in a rapidly changing world.

Listen or watch the full episode here

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Speaker 1: 0:00

The thing that disturbs me and keeps me up at night is the fact that, essentially, at this point, ascending into management ranks is an experience akin to being sabotaged. It's almost a betrayal in some ways.

Speaker 2: 0:31

Welcome to your Work Friends. I'm Francesca and I'm Mel. We're breaking down work, so you get ahead, Mel. You and I talk a lot about the state of the workplace. Actually, every single day we're talking about what's happening with work, what's happening with jobs, and one of the things that we just keep coming back to is what the hell is going on with the manager and the manager role.

Speaker 3: 0:51

We've covered it several times in New Week New Headlines First of all. Managers are in the sandwich, the classic corporate sandwich between executive leadership and then their employees, and they're getting dumped on every which way. We covered an article several months back talking about this is the crisis year of the manager, because we see orgs ripping them out, which we both have expressed as a dumb move for many reasons. And the other piece there is the younger people don't want the gig because it's a thinkless job right now being a manager.

Speaker 2: 1:28

It's hard, right, it's hard and to your very good point, that's getting attacked from all sides and we wanted to bring in somebody that hears about what the hell is really going on Real street conversation with the manager. So we brought in David Rice. David is the executive editor of People Managing People, where he's looking at the stories that are happening in the workplace specifically around management, and he's really trying to get at, with people managing people, the heart of the issues that are faced not only by HR professionals but by employees too. So we thought, because he's getting this great overview of what's going on in the ether, he can be a very good person to get the very real street, very raw, very honest perspective on what's going on with managers.

Speaker 3: 2:12

Yeah, a lot of insightful conversation. I also, side note, love all of his videos, so if you're not following David on LinkedIn, you should be and check out his weekly videos.

Speaker 2: 2:23

David is very dry, he is very no bullshit, but he's spot on, so we hope you enjoy this conversation with that. Here's David.

Speaker 3: 2:44

David, it's so good to see you. All right, David.

Speaker 2: 2:47

Again, thanks so much for joining us today. We're super stoked to talk about the state of managers In our part of the world. Mel and I are hearing from managers. We're reading the news about managers. They're getting it from all sides. We're flattening, we're taking managers out. Apparently, ai is now coming for your job all this good jazz. Like it's a. It's a crazy time to be a manager, and especially in your role as the executive editor at People Managing People. What are you hearing? What are you seeing? What is the world of the manager looking like right now? And I'm curious what's keeping you up at night?

Speaker 1: 3:20

as it relates to managers these days, I think the thing that, like disturbs me and keeps me up at night is the fact that, like, essentially at this point, ascending into management ranks is an experience akin to being sabotaged, right, like it's almost a betrayal in some ways, like if you think about the fact that 82% of managers received no formal training. So it's just here, go do this really difficult thing. I'm not going to help you do it. And even the whole way that you were successful, you got into this because you were, in theory, good at something. So is this how we're going to reward success and high performance? Is here's this new challenge that I'm just not going to help you with. And I don't care. I guess I don't care if you're good at it or not.

Speaker 1: 4:09

As somebody who spends a lot of time talking about leadership and how to create success and how to innovate and inspire people to do new things, how can we do that to managers? It's just disturbing, right? It would be like trying to train your pets to go to the bathroom outside but never open the door. What do you want them to do? I don't understand. So what are we doing? There's a lot in this world that I'm like what are we doing? But when I think about business, that's the thing that I just. It blows my mind and makes me want to pull my hair out.

Speaker 2: 4:49

Yeah I mean to your point is we're not setting them up for success at all. If there's a development piece, 82% of people aren't even getting trained. Mel and I absolutely know that to be true. Very few organizations are doing that and even if they are, it's not necessarily that they're developing them the right way, because managing is a very different skill than individual contributor. It's a completely different turn. We know it's one of the hardest roles to step into. If you ask most people in their career ladder, that flip up into manager was way harder than that flip up into executive.

Speaker 1: 5:19

Oh yeah.

Speaker 2: 5:19

Because it's just so different and I love your analogy. So we're basically saying, yeah, this is what you need to do, but we're not allowing you to do it or we're not setting you up for success to do it, ie opening the door. Is there anything that gives you hope? Because we absolutely agree on that reality. But is there anything where you're like? But this is interesting.

Speaker 1: 5:37

Yeah, I think the thing that gives me hope is there's a lot of people coming together around common experiences right now, common goals, desires. I think 2025, when we look back on it in a couple of years will be like a pivotal year for community building. That's my hope, that's one of the things that I really wanted to see from this year and for changing the way we think about traditional dynamics. So, whether that's how we use something like LinkedIn or how we approach going to a conference or interacting with each other online which obviously I think could use an overhaul but I'm seeing a lot of people agree on what they see Like we all agree that this is happening to managers, right, and we know what we want to change.

Speaker 1: 6:16

I think there's not as much difference in philosophy or the spectrum of thought around this. There is about a bunch of other issues, right. So I think it's a little different in that we want to build thought around this. There is about a bunch of other issues, right. So I think it's a little different in that we want to build community around this, and that's a skill that we need to learn in and of itself, and so I think it's going to be good for us to come together on that stuff and identify the things that we want. We've all been sold a lot of well, I'll say this bullshit narratives about either management or what it means to be a leader. There's a lot of this like alpha talk and I have no time for it, but it's one of those things that like pervades the leadership space. I just think it's going to be short-lived and we're all going to come together and identify some things. The need for managers maybe we'll get into this as we go, but I don't think that the need for managers is going to disappear.

Speaker 2: 7:10

I want to talk about that community piece real quick. Community Are you seeing community inside organizations or are you seeing people actually going outside organizations to find that community because it's the only place they're getting it?

Speaker 1: 7:24

I think both. I think it's cool to see community within organizations because people are. We talk about, we always talk about like peer-to-peer learning, but I think more and more people are realizing like I can go to this person and get some kind of value, especially around AI, right, I think that people are seeing the things that their coworkers are doing with it and they're going whoa, I didn't know you could do that. Teach me how to do that. So they're learning a lot of things from each other and that, in and of itself, is building internal community.

Speaker 1: 7:51

But I also think, with all these layoffs and the things that you see, trust is low. In some ways there's loyalty, but in other ways people are like whoa, they ain't going to be loyal to me, so why should I be loyal to them? They ain't going to be loyal to me, so why should I be loyal to them? And they want to go out and build their communities outside of it. So they're going to the thing they're trying to build their networks. They're going to people that they have common visions with and engaging more.

Speaker 1: 8:13

We're seeing that activity that even you see in slack communities, right, there's more and more of that popping up and there's a lot more groups out there identifying that and going, hey, I think we can create this community. The facilitation of that is increasing as well, so there's more options and there's more desire to take advantage of it. It just gets infused into sort of the culture and the way that we all think I've got to be part of one of these things so that I can continue to grow, because the organization's not going to help me do it necessarily. I think that is a thing that's coming out now, but I ultimately think that it's a good thing. It's something that we all need to do anyways.

Speaker 2: 8:51

There's this overall sentiment for managers right now that, like I'm on my own and so I gotta figure this out, either through community or internally or externally, because my faith that my company is gonna be doing it for me or my leader is going to be doing it for me is nil. Am I reading that right? Is that what you're hearing and feeling?

Speaker 1: 9:25

who's above you to help you. It's generally like either director, like VPs or executives who have no time or desire to help you figure out your challenges and problems right. They're just not going to step in and help you. And so who are you going to turn? Yeah, you have to go to other people that are having a common experience and build some sort of rapport or understanding. You have to find out what tools are you using to understand these problems better. Where are you getting your advice from that kind of thing? And that's one of the things that we see, partially because we seek to be the thing that you would go to. Naturally, when we are successful, we find that people are gaining value from what we're doing. That is part of what's driving. It is like amongst managers. And then you see, like the flattening of organizations right, they're firing managers left and right, so it's. I don't even think they care if I succeed or not.

Speaker 2: 10:11

If I don't, they'll just use it as a reason to cut my salary from the books and, I guess, get ai to do it yeah, yeah, which is funny the deloitte human capital trends just came out, which a lot of times is thought of as one of the key indicators for where human performance, human capital consulting, is going right in all these organizations. And they just were like psych should be on, you shouldn't be taking this manager layer and I'm like no shit Sherlock.

Speaker 1: 10:40

Let's not, yeah, so it's figure.

Speaker 2: 10:42

Yeah, having 67 direct reports as a VP didn't work. I'm shocked.

Speaker 1: 10:48

I'm sure.

Speaker 3: 10:49

Yeah, it's painful, we just covered a few weeks back that, like Gen Z, has no interest in even moving into the management role, and there's obviously a much better way that people can be preparing people to be in this role. Ideally, from the time you step in the door as a junior level employee, you're gaining this training before you. From the time you step in the door as a junior level employee, you're gaining this training before you even make it to that step. Right, so it isn't this big surprise or big shift. You cover so many different organizations, so you see excellent use cases and really bad use cases. What do you see being done really well?

Speaker 1: 11:17

It's tough to say, because I'd probably say so-and-so is doing it right now, and then two weeks from now they flatten half the thing. So-and-so is doing it right now, and then two weeks from now, they flattened half the.

Speaker 3: 11:26

Thing.

Speaker 1: 11:26

Yeah, it's tough to say who's getting it right and who's getting it wrong. If you're looking at it like okay, no-transcript, and you're actually giving them tools to do that, then you're doing it right. One thing I've always said is, from the pandemic time, nobody ever adjusted. Nobody ever adjusted what they were doing to manage differently. Right, we went to remote. They didn't know how to do that. That's part of the reasons why there's a lot of reasons why they want to force people back into offices that are not great, but one of them is they never learned how to do this any other way, still doing things by the idea of butts in seats. And then you realize, oh, the increase in things like employee monitoring software. We talk about that all the time because it's one of the things we do reviews on our website but you see the increase in that and you're like, is that healthy? Is that any better than just looking at butts in seats? No, it's not a gauge of productivity. They got these like mouse jigglers and all these weird gadgets you can buy to fake productivity, if that's how you're going to measure productivity.

Speaker 1: 12:29

And so the ones that are doing it right, I think, are like look, you got to shift to like measuring output reasonably, measuring outcomes responsibly. Those are like two of the key things. Don't get lost on a goal. You can create this really big inflated expectation and think that's reasonable or responsible. It's not. It's about figuring out. Okay, what does productivity actually look like? Meaningful productivity, not just like completing tasks or creating a huge volume of work, because you can create a huge volume of work. But if it all sucks, what's the difference? It's not going to move the needle. We've got all these traditional quotas and traditional ways of thinking about things like productivity, things like business impact. We've got to get away from it being so role-specific, it being quota specific. I would say in a lot of cases, a lot of it is like volume of what people are doing rather than the velocity or the value of what they're doing. So the ones that are thinking ahead and trying to change that are doing it right.

Speaker 3: 13:35

Yeah, thinking about more meaningful impact than just like checking the box. And we hear it all the time, francesca and I get people reaching out to us. They're feeling the squeeze at the top from the executives that they're reporting up to, or they're a manager, their senior manager, who's getting it from the executive right.

Speaker 3: 13:53

And then they're also dealing with the emotions of their own team and the things that they're experiencing in the day to day. So they're just what's that song Stuck in the Middle with you? They're just really all stuck in this kind of hellish landscape of the middle being pulled in a million directions but also not feeling cared for in either way. If someone's in that space right now, what advice do you have for them if they're in the squeeze?

Speaker 1: 14:19

Yeah, it's tough right, because we're in this period where executive demands are just so out of touch with the experience and the reality of the lives people are living. They could use this moment to gain trust and instead they've used it to put in RTO orders and talk about 60-hour work weeks. A lot of what we're seeing, especially when they start yapping in the media, just erodes people's image of what leadership is right. So if you're in that space, I think the thing that you got to do is basically do whatever you can to increase transparency about what's going on in the org, what's going on with roles and I know transparency is one of those words that gets overused to the point that it means something different to everybody but just try to be real with people about what's happening. Respect them as adults. Okay, what's going on with their roles? What skills do they need? Just be human about it. Be real.

Speaker 1: 15:12

Everybody's terrified that a layoff is coming all the time. Now they're responding to what they see out in the world and what they want to see is you being a human being with them. They can't trust you more than the AI. If you feel like some soulless corporate suit, right, they might as well just listen to the all-knowing robot overlord that's going to own their future. That's why Gen Z wants to go to the AI instead of their manager. So you've got to find a way to establish good faith. You've got an find a way to establish like good faith. You've got an employee population right now that has no faith in leadership, and then you end up, if you don't do this right, you end up looking like a shill for people who are out there saying all these things in the media, or people who are just maybe not understanding the basics of their existence essentially, and it damages your ability to establish a relationship or trust with them.

Speaker 2: 16:08

Why do you think people don't do this? Mel and I, in our research, we talk a lot about the boss-employee-boss relationship, because it is a relationship I'm curious about. Why don't you think managers show up as a human? What's going on there?

Speaker 1: 16:22

I think there's a couple of reasons. One is the manager is expected to deliver certain things from the business, certain outcomes, and so it gets a little bit like it's not like they have any shortage of meetings and work to do themselves, so they're already bogged down and they've got a lot of pressure from the business to deliver results bogged down and they've got a lot of pressure from the business to deliver results. On top of that, you're talking about a couple of generations that have been, I would say, systematically weaponized against each other by media narratives. Right, everything is Gen Z this, but for a long time it was millennials and their damn avocado toast. Right, everything's just.

Speaker 1: 17:07

Oh, this group is awful, awful, and what you end up with is like a group of people. They kind of look at each other weird to begin with, and then you've got really big shifts that happen because of technology. Right, like millennials and gen z, they don't like phone calls, they don't even want to go to meetings. Yeah, we were talking about somebody on the phone. Just text me, or couldn't this meeting have been an email? How many times have you heard that? But it's an old fashioned way to get together. Talk about it, just settle it, and so you're not communicating to people how they want to be communicated to.

Speaker 1: 17:34

In a lot of cases, you're not understanding their culture, essentially because there's age differences or different ways of doing things that you grew up with. Because when you grew up, that didn't exist, like when I entered the workforce, slack wasn't a thing, it just didn't exist. We did everything by email. But you combine all that together and you've got a place where people just don't understand each other.

Speaker 1: 17:57

I feel like and managers, if they are typically a little bit more advanced in their career right now you're probably talking about somebody in their mid-30s to late-40s, let's say, a 24-year-old those experiences are wildly different, right, and their expectations are wildly different. You interpret things at work differently, and now they're being polarized by everything. Oh, I don't understand them and their pronouns and those like that. It's constantly one thing after another to highlight our differences, never our commonalities. We never talk about the things that we experience the same way. We never talk about the things that affect us in the same way. So that's why there is no trust For managers. It's going to have to be a conscious effort on your part to sit down, make a lot of eye contact.

Speaker 1: 18:49

Really, you know what I mean Not an awkward amount, but be present with somebody, be in the room with them, see them as a person, learn about things like energy and body language and personal dynamics, what it is that might be sitting between you and somebody that you're finding it difficult to connect with. Those are the things like as a manager. This job is going to become less and less about technical skills, I'm convinced, because a lot of all the technical stuff you'll just be able to do it with AI. The thing that's going to differentiate you as a manager is your ability to connect to another human being and to see within them what it is you can do to help them achieve that. But it's not easy to do and it's inherently awkward for groups that are different like that, I would say.

Speaker 1: 19:36

Easy, but it's simple it doesn't actually require too much technical thought.

Speaker 2: 19:44

It doesn't, and it's so fun because to point out, like commonalities right, there's way more that we have in common.

Speaker 3: 19:48

humans really don't need a lot, they really don't there seems to be a huge missed opportunity we've reported on, like the silver tsunami that's coming in 2030 and all the the knowledge that we should be learning, but is there a huge missed opportunity happening right now for organizations to have more intergenerational connections and community building to help bridge that gap and have that conversation, especially as we're going through these major transitions? Is that a space where companies should really be focusing?

Speaker 1: 20:21

I would say yes. Here's the challenge, though. We're basically like conditioned to distrust each other, right? So, like older folks, they don't want to trust Gen Z because they're entitled or lazy or whatever the stereotypes they peddle about them. And you've got like the OK boomer side to it where it's just oh, here they go, and we spend all this time thinking about our differences. There's not a lot of motivation to go. Okay, maybe he doesn't get this AI thing, but he was in the workforce when the internet came about and that must've been a huge shift. What lessons did he learn from that? They're not motivated to ask that question because inherently, you'd have to be interested in them or see their value, see their humanity, and everything that we do is meant to polarize and tear us apart, but it's hard to create something totally different within the walls of your organization when the broader culture is constantly peppering people with this narrative of difference. It makes it difficult for us to learn from each other unless there's some other connector.

Speaker 1: 21:24

We did a thing at work. We were just messing around with Sora when it came out, and my team and I we were like, what if we did this with it? I said, well, have it, make me the Pope. And then it did and I was like, oh my God, that's hilarious. That looks ridiculous. Now make it, make all of you my cardinals. So I did that and it was ridiculous. And then we were like, okay, now give all the cardinals blowout hairstyles. And the images were so funny. We were all laughing so hard. I can't remember the last time we all laughed this hard together, but it was lovely. It was like we had a great bonding moment out of it that I ended up making this video.

Speaker 1: 22:06

But I thought to myself you could use that, though In terms of management. You can use that to create all kinds of experiences, to change people's narratives about each other. If you got somebody from Gen Z guiding somebody from Gen X or a baby boomer through that experience and they're joking around and working through it together to make the funniest, goofiest, stupidest thing they can make, well, all of a sudden, in that moment, you are just like two human beings having a good time, and that should be okay. At work, us learn from each other and figure out. Okay, I don't agree with them on everything, but maybe Tom over there, maybe he has an idea about how this could work. That's what we need. We need that institutional knowledge to transfer somehow, and it can't just be through SOPs and internal documentation.

Speaker 3: 22:58

Right, like it's going to have to be that conversation.

Speaker 1: 23:00

Yeah, it has to be. That's the only way. That's really the only way people are going to remember it or actually apply it.

Speaker 3: 23:12

We talked a little bit about, organizations are ripping out the middle, and now we also see there's definitely well, let's not do that and it's just a turmoil across the board. What does all of this mean for someone who maybe has invested years of their life so far just to reach the manager level, and now they've made it, and this is the year they're experiencing? What does this all mean for them? What advice would you give to someone who's in that place?

Speaker 1: 23:41

does this all mean for them? What advice would you give to someone who's in that place? It's difficult, right? Like you spent 10 years trying to climb the ladder and then now the ladder has been abandoned and about to fall over, with you on it, right?

Speaker 3: 23:51

Yeah, it's like the top rungs are gone, the bottom that you were on are gone and now you're just hanging on.

Speaker 1: 23:57

You're like the whole thing rotted out from under me, yeah, but it does mean that you're going to have to be as flexible as you can when it comes to things like upskilling, showing your skills differently, finding ways to play the game in a different way, showcasing your impact essentially on any project or whatever it is that you're working on, ascend in an organization. I'm looking really hard at how I can showcase my outcomes and basically build narratives about how I've been a driving force behind whatever it is we were trying to do and how I integrate tech into my skillset. So you want to be really flexible around that. I work in an editorial space. Right, we are, I would say, in general, we are, I would say, in general, a curmudgeonly bunch. Anyways, editors are not lighthearted and high-spirited people.

Speaker 1: 24:49

most of the time there's always a lot of resistance to anything.

Speaker 2: 24:52

You guys don't have a fun committee there's no fun committee.

Speaker 1: 25:00

The fun committee is occasionally get together, have a few drinks and have a big bitch session. You're constantly trying to understand things in a different way or look at it in a different way, and a lot of this AI stuff does make you go oh, what is this? Oh God. But one of the things that's been tough for everybody is that, essentially, the job as it was five years ago doesn't exist anymore. The term editor is actually starting to mean something different, and you've got to be comfortable with that. You got to be prepared to integrate tech into it. However, you're going to do it, and this is not just our roles. This is across the spectrum of roles within the workforce, whether it's marketing or you're doing coding. The things that you thought were going to be central or core to your work aren't necessarily that anymore, and you're going to have to figure out how you're going to be flexible and adaptable and learn to use this stuff to do it better, quicker, in different ways than you've ever done it before.

Speaker 3: 25:52

Francesca I think I used to say this to you a long time ago where I was, like everyone needs to start to tap into their inner Madonna, who has painted herself like a million times over the last 40 years Got to tap into that right Reinvention.

Speaker 1: 26:09

Yeah, don't be attached to your title. Be attached to things that matter. Your salary matters, it's how you pay your bills. Your title is not how you pay your bills. I've always said you can call me the head schmuck in charge, I don't care. Call me whatever you want. This is what I want to make. This is what I want my benefits package to look like those concrete things that make my life possible. That's what I'm after. You can call me whatever you want, I don't care.

Speaker 3: 26:38

And don't let work define your self-worth.

Speaker 1: 26:40

You shouldn't even really connect it to your worth at all, like at all. One of the things that we did recently was we did a survey about the TV show Severance. We did a survey asking would you get the procedure?

Speaker 2: 26:54

What is Severance about for those that don't?

Speaker 1: 26:56

know. So, essentially, severance is a dystopian workplace drama, in which this company called Lumen Industries, I think it is has created a way so that you can sever your personality between work and your private life, so when you're at work, you don't remember anything about your private life, and when you're in your private life, you don't remember anything about work. It's called your innie and your outie, right, and so you live these two completely separate lives, not knowing, and you just know that you have to go like here at this time kind of thing. So I asked people would you do it? I had been asked by a UK journalist in response to a UK survey that found that 12% of the UK population would do it. So I was like let's see if we can find out a little bit more about the US and Canada. So we did our own version of it, and, for us, 20% said either definitely or they probably would 20%. Wow, 20%.

Speaker 1: 27:52

Here's the really disturbing part, though. We asked people what would be the amount of money that you would need to consider, and almost 70 gave a price only 30. I wouldn't do it for any amount of money. Almost 70 had an amount in which they were like yeah, I'll do it for that I was like oh man, what does that say say about us, when we're at with work, how we're connected to it? People aren't seeing value between what they learn at work and applying it into their life. Every experience I've had informs who I am as a person. That includes what happened at work, not just the stuff that was outside of it. But I think other people aren't maybe seeing the connection or aren't seeing the value of the connection, and that's a little disturbing and sad, quite frankly.

Speaker 2: 28:41

Let's extrapolate that to the US population that 20% of the population wants to hasa dollar amount figure that they would go for to sever their work. Mind it's actually almost a benefit, yeah, To cause yourself a traumatic brain injury.

Speaker 1: 28:57

It's actually almost a benefit, yeah, to cause yourself a traumatic brain injury. That's essentially what it is, if you think about it.

Speaker 2: 29:03

Yeah, it brings a really interesting question around what's the biggest thing that needs to change? If you could change one thing that would make the role of a manager more palatable right now, or at least not want to have to sever some sort of autonomy. Basically, what would need to change?

Speaker 1: 29:26

This isn't just a workplace thing. This is how we all serve, and I'm not to get too political here, but too much of our lives is now dedicated to serving capitalism. Essentially, that's really what it is. This idea that labor unions are bad was the beginning of the end for reasonable behavior about work. And you think about the way Europe constructs work and what their expectations are for people. It's very pretty reasonable.

Speaker 1: 29:59

But in the United States your life is work. Your value to the society is tied to whether or not you have a job and what you do within that job, how much money you make, how much you consume. All of our lives is essentially in some service to capitalism when you really break it down and that would have to change culturally in order for this to get totally better. Because what people are really trying to block out when they answer that question is the way in which they serve it, and they'd almost rather just not remember it than have to deal with all the demands of it and trying to make it match their personal values, Because that's hard. A lot of organizations really don't. How often are you going to find a job that matches your personal values? If you I don't know care about the planet. It's hard Culturally. We just have to shift away from your purpose is to serve the machine, and I don't know if that's going to happen.

Speaker 2: 30:57

I think these Gen B kids are gonna do it.

Speaker 1: 30:59

I have a lot of faith in them. I do? I have a lot they've had a real I'm not gonna put up with this shit kind of attitude and I'm like good for you guys. You know children are our future, yeah we'll see how alpha does when they get there.

Speaker 3: 31:28

We do this thing called wrap it round, where we'll ask you a question. You can respond yes, no or elaborate if you feel so. How do you?

Speaker 1: 31:36

feel All right. Yeah, I'm going to ask anybody I work with. I'm super long-winded all the time, so I'm always going to elaborate.

Speaker 3: 31:43

Let's do that. This is where the juice comes, so we love it. So it's 2030.

Speaker 1: 31:52

What's work going to look like? Well, haven't you heard? We're all going to be wandering around trying to figure out what our purpose is in life. Least you listen to bill gates, right? I do think it'll be very mechanical, like in all respects, like robots will be in the workplace. They've made it to agi the white collar jobs. I don't know if they'll exist or not.

Speaker 1: 32:09

There's this cool thing going around. It's called like ai 2027.com, and somebody ran like a simulation based on all current events and everything, and it was very, I don't know to say, enlightening or disturbing, but it was interesting. Let's just put it that way. I don't know, will white collar jobs exist in five years? Maybe, but this goes all the way up to the ceo, right, because strategy is a skill like it'll do that better, it'll do decision making better, supposedly. Yeah, creative tasks you go right down the list, and they may even do some of the blue collar stuff too, better too. I was saying to somebody recently that old saying plumbers rule the world. They do, I don't, I do, they do. And I don't know if it'll do plumbing as well.

Speaker 3: 32:51

So maybe plumbing is the thing to get into someone who lives in an old house in new england. I don't know if AI is going to be able to navigate it like Joe.

Speaker 1: 33:02

Yeah, because Joe has just been rigging that thing for years.

Speaker 3: 33:06

He's been in every janky house. He knows how to navigate around here. It's so interesting you say that as you respond about Shopify's CEO, who is asking everyone to justify hiring for humans and to showcase what they consider to use AI first before they put in human bodies.

Speaker 2: 33:24

We're always trying to see that. I read that same memo.

Speaker 3: 33:27

Yeah, yeah, okay, let's move on to something a little more fun, a little more personal. What music are you listening to right now? What's hyping you up?

Speaker 1: 33:36

It's spring and I'm going through this like reliving of my college music listening, and I'm listening to a lot of like early to mid 2000s indie hip hop at the moment Indie hip hop. Yeah, what do you?

Speaker 2: 33:47

consider indie hip hop.

Speaker 1: 33:49

Oh God, jedi mind tricks and yeah, like stuff that was like not on the radio at the time, so it was like very, we used to call it underground. Now they just label it indie, same thing as they do with rock music.

Speaker 3: 34:04

What are you reading or listening to right now?

Speaker 1: 34:08

I started this book called the Fourth Turning, by William Strauss and Neil Howe. It's about American history. They present it as seasons it's like 80 to 100 year cycles, and it presents the idea that we are currently in a historical winter, which is a very difficult time, and spring will eventually come. But it breaks down the last hundred years as like examples of these seasons. I can't speak too much about it. I've only just started it.

Speaker 3: 34:34

It's interesting. Yeah, it's interesting to see the patterns and maybe what to look out for.

Speaker 1: 34:39

Yeah, absolutely.

Speaker 2: 34:40

Now I'm curious did you get to the part where are we in winter, Because it feels like we're like Minnesota January.

Speaker 1: 34:47

I think we're all just to that point where it's like the post-Christmas depression.

Speaker 3: 34:54

Like I got bills and I'm on a holiday hangover.

Speaker 1: 34:58

You're just like I don't know. At least the football playoffs are on. I can just eat chicken wings whenever I want.

Speaker 3: 35:07

Who do you really admire?

Speaker 1: 35:09

Former Liverpool FC manager, jurgen Klopp, is one of my favorite people in the world. I look up to him a great deal, not just because I'm a big supporter of the football club itself, but because he's an incredible example of what a leader could be, and he's just an example of how to transform culture and, honestly, just a lovely human being.

Speaker 3: 35:30

Okay, what's a piece of advice you wish everyone knew?

Speaker 1: 35:35

I was once given a really valuable piece of advice that I think is great for leaders and really anyone working with other human beings to remember, and it's that you can't expect something you've learned through experience to be common sense for somebody else. And it's just one of those things like you think why wouldn't they do that? So you didn't know how to do that. Always, like, eventually, you learn that because you broke the thing or you made the mistake, and so don't expect anybody else to just know that because you think it's a thing that you're supposed to know.

Speaker 2: 36:16

All right, David, so awesome to talk with you today. Thanks so much for joining us.

Speaker 1: 36:19

Yeah, yeah, I hope I didn't ramble, too much. No, it's awesome?

Speaker 3: 36:22

Not at all, not at all. And hey, how can our listeners best connect with you Of?

Speaker 1: 36:26

course, you can get in touch with me on LinkedIn. I'm easy enough to find on there. Be sure to check out to the People Managing People podcast. I'm the host on there. If you come over to peoplemanagingpeoplecom, you can get signed up for the newsletter and I'm always sending on a regular basis, a couple of times a week, different messages from us, and then come to one of our events. That's what I really recommend. Our next one is dedicated to RTO mandates. It's on April 24th, but, yeah, give me a follow and don't hesitate to reach out. Awesome, all right, thanks for being here.

Speaker 2: 36:56

Thank you to reach out Awesome.

Speaker 1: 36:56

All right, thanks for being here, thank you.

Speaker 3: 36:59

This episode was produced, edited and all things by us myself, mel Plett and Francesca Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagrams. So please join us in the socials and if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye, friends.

Overcoming the Broken Rung

Your Work Friends Podcast: The Broken Rung with Lareina Yee

The Broken Rung isn’t just a metaphor—it’s the career barrier keeping women from advancing from day one. We sat down with Lareina Yee, Senior Partner at McKinsey and co-author of The Broken Rung, to talk about why fixing this early career promotion gap could close the gender equity gap in a single generation.

We cover the data, the hidden career tax women face, the power of experience capital, and why sponsorship—not mentorship—is the game-changer leaders need to embrace now. Whether you are navigating your own career or leading others, this is a must-listen playbook for how to advance, advocate, and unlock opportunity at every level.

Listen or watch the full episode here

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Speaker 1: 0:00

I'm Mel Plett, talent strategist coach and someone who survived big law, big four and more than a few broken org charts. I'm Francesca.

Speaker 2: 0:07

I've led people strategy at Nike and Deloitte. I like my advice how I like my coffee strong and no bullshit.

Speaker 1: 0:11

We host your work, friends. The podcast that breaks work down, so you stay ahead.

Speaker 2: 0:15

We talk work stuff, the human stuff, the awkward messy, what the f*** is actually happening stuff. Each week we drop new episodes with real talk, smart guests, fresh insights and straight up advice. Hit play. We've got you Ahas and ahas and, yeah, the occasional F-bomb or two. We had a really interesting conversation, we did.

Speaker 1: 0:48

We were able to speak with Lorena Yee, one of the co-authors of the Broken Rung. Lorena is a senior partner at McKinsey Company and she advises companies on growth technology and transformation. She also co-founded the Women in the Workplace Study with leaninorg. That's what made us reach out to her, as we were fascinated. We covered that a few months ago in New Week New Headlines and then, obviously, the Broken Rung book came out and in that report they're highlighting all of the challenges that women are facing in corporate America.

Speaker 1: 1:22

Lorena also chairs McKinsey's Technology Council and hosts the podcast At the Edge, where she talks about technology trends. And then, beyond her professional role, she's a mom of three and she serves on the board of San Francisco's Ballet. But this was an awesome episode. She is talking about one of the earliest career barriers that women face, which is this broken rung and ways that we can overcome it together. In this book I think you and I both said it was covered cover to cover with yellow highlighter from all of the stats that we were reading- yeah, I ran out of highlighter while I was reading this book.

Speaker 2: 1:56

The thing for me is we've had the glass ceiling. We know pay parity is not there yet and probably won't be for our lifetime, and what was so interesting was this early career issue that they have really nailed on. Even if you're not early career, even if you're not a woman, the thing about this book is it is a playbook for how to get ahead in your career If you're a woman, if you're a man, if you're gender non-binary. This book is absolutely packed with how do you get ahead when you have everything against you, and it is a must read for anybody, especially in corporate America. We love talking with her. We focus a lot about women here, but I think it can apply to anybody.

Speaker 1: 2:42

One of the things that really stood out to me is this isn't just a playbook. If you're in your early career, it's identifying when this starts, but it is. It does give you information, no matter where you are, whether you're just starting out, you're in the messy middle or if you're like towards the end of in thinking about your next move. She gives you ways that you can think about how to level up. The other thing for me that was so interesting was the concept of if we were able to fix this broken rung at the start of a woman's career, then we could have parity in a generation versus 150 plus years. So that, to me, was super powerful. I'm just going to read a quote from the book Lorena mentioned was this is not just a women's issue, as you point out. It's an issue for our whole society and the global economy. So read the book, listen to the episode. Here's Lorena.

Speaker 2: 3:46

All right, loretta. For those of us that haven't heard about this concept of the broken run, I'm wondering if you can explain it to our listeners, like a five-year-old. What?

Speaker 3: 3:55

is the broken run. You start work, you landed the job and you find that pretty much men and women are pretty equal. When you look around the room, right, 48% women entering the corporate pipeline in the United States, for example, and similarly globally. But guess what? Time for the first promotion. And here's the rub For every 100 men who have the odds of getting that promotion, only 81 women see those same odds of advancement. And that's the broken rung. That very first step on the career ladder is broken and it comes up fast.

Speaker 2: 4:33

What was so interesting to me so much of the time we're thinking about women, advancement, we're thinking about it manager on up, how do we get people to a C-suite or a VP? Because it's happening at this manager level. We're not getting people into these upper echelons. And I thought what's so interesting about your research is that this is happening very early and if you don't nail it early or don't look at it early, it has this kind of compounding effect on your career. What about that keeps you up at night?

Speaker 3: 5:05

your career. What about that keeps you up at night? All of it. By focusing on the broken rung, I wouldn't want to take attention away from the fact that people will call that middle layer, francesca, like the messy middle, the frozen middle, that piece of it or the glass ceiling. Let's be clear that still exists, and whilst we've made progress in corporate America, as an example, when I founded Women in the Workplace, we were 19% women reporting to CEOs at the C-suite. Now we're at 29%, so we're really close to 30. So that's great, but we're all really good at math. That's not parity, that's not 50%, that doesn't represent the population. So we've got challenges across the whole talent pipeline or ladder, however you want to visualize it.

Speaker 3: 5:49

I think the challenge with the middle, though the math, is that you've already lost a lot of women, or they've gotten stuck or they're stalled. It's not entirely clear exactly what happens to all those women, because some of them don't leave the workforce altogether, but let's just say largely stalled and stuck. So you are already in the middle, dealing with probably something around 37% women. You're already dealing with a smaller population, trying to put it in slates, so you're just so many steps behind, and I do think to the early broken rung.

Speaker 3: 6:25

I do think it catches women by surprise and it may even happen and they didn't even realize it, because it's not like an exam where they publish the results. You don't know where you are on the curve and it may have been a delay by a year, six months, two years, or maybe you decided to go somewhere else and so some of these types of things may not be completely perceptible, but I think when you talk to women over the course of 20, 30 years in work and they think back, they're like huh. And when we look at the data year over year, it shows that same phenomenon. Maybe it's 84 women, maybe it's 81, maybe 79. It's bouncing around a little bit, but it's nowhere near parity.

Speaker 2: 7:06

I want to dive into that. Why that first promotion? Why is that so critical for people to really focus on?

Speaker 3: 7:15

There are a lot of things. One, if you just think of a merit-based view, you want to actually be rewarded for the work you do. So there's a simple thing. There's also financially. You're not just working to work for the benefit of society and you may feel very mission oriented, you may feel very purpose filled and you may feel incredible pride for what you do, but you're also there for your economic earnings. And to earn less through differences in promotion is another type of tax on top of a general phenomenon we see in terms of a wage disparity between women and men. It's another form. But the other thing is let's just think about a talented woman who, by and large women graduate at higher rates than men for undergraduate degrees and by and large, with higher GPAs. And so you've got a talented woman. She's doing all the right things and missing maybe by a year, maybe two or three years, that first promotion is missing her ability to reach her full professional potential, and careers in life are long and those delays have almost compound effects over time.

Speaker 2: 8:32

And we haven't even hit motherhood yet. This is the thing that I read in the book the idea of the motherhood tax, where we'll talk about it a little bit longer. But for every kid that someone has, they get taxed. More and more Theirathers get a bonus for having kids. It's phenomenal, it's absolutely phenomenal.

Speaker 3: 8:50

I mean, we've all been in the meeting where the mom is rushing to go to the soccer game and everyone's like okay, fine, maybe even non-event, not even like eyebrow raising. And then the guy is I've got to go. Same thing, I've got to go, I've got to get to the soccer game at 430. And people are like high five, you're amazing. And, by the way, do I think it's amazing that dad is leaving for the soccer game, a hundred percent, I'm just saying that. I equally think it's a high five moment for the woman to leave as well.

Speaker 1: 9:17

Yeah, it is. Eye roll for the woman oh, gotta go again. And then for the guy it's good for you, you're such a good dad. Yeah, you're a leader. You're a leader. I want to talk about experience capital. That was one of my favorite parts of the book because I agree it's totally needed. But can you share with our listeners what is experience capital?

Speaker 3: 9:40

What's that concept?

Speaker 3: 9:41

So the punchline is 50% of your lifetime earnings come from what you gain on the job, and the reason this is important is you look at many women and, as I mentioned earlier, women outperform in school, they graduate at higher rates, particularly in the United States, and oftentimes they're graduating with higher GPAs and so they have done the first part really well.

Speaker 3: 10:06

But when we just look at representation nevermind how the experience feels, which we have a lot of data on as well, it's women are not succeeding to their potential in the workplace, at least if you look at representation, right, and so the idea of experience capital is if you were really great at school, how do you apply what helped you be wonderful at school to managing intentionally your portfolio of experiences that drive both the economic outcomes for you, your livelihood, but also your professional opportunities, and so you think about choosing your major, choosing your classes, getting an A. How do you be purposeful in making those decisions, in accumulating the experiences that matter, not just the job in front of you, which certainly is important, but what is the accumulation of experience over time, and can you get it earlier? Because it pays to get it earlier often, and bigger.

Speaker 1: 11:13

Can you do that in a way that sets you up really well for a lifetime of work? One of the things that you called out that I really love too was, as part of gaining that experience capital, was making sure you gain some of that experience capital, unlike the P&L side of the house and like really being deep into the business. So for anyone listening, p&l, profit and loss, that's one example. But what are some of those examples of like business side? So, say you're, I have a very strong HR background, by the way, but to be in strategic HR, I had to get that experience pretty early. So how can folks who aren't traditionally like on that business side, how can they gain that very important business experience capital and what does that mean? How is it different when you think about the experience capital you do gain? How does that differently set them up financially down the road?

Speaker 3: 12:00

Sure, Well, let's take your career as an example, and I might be getting parts of that wrong, but you have a passion for HR and a lot of women will connect with work to where they feel purpose, where they feel talent and being an aspiring alley, which is a P&L role maybe sales, maybe product, maybe in a business unit. That experience GM. But it is to say that having that experience short long at some point will make you better at whatever you want to do. The other thing is if you aspire to be a CEO to the chip tracker idea, the pink chip one year we looked at it, 95% of the CEOs that year we looked at it all came from P&L. So like virtually impossible, very unlikely, that if you haven't had P&L experience and you realize, understandably, halfway through your career that you aspire to be a CEO, this is going to be a central part. So that's one experience. Another piece of experience capital is entrepreneurship and people think that's just being a founder and yes, that's amazing. Both of you have founded this. That's entrepreneurship. But I bet both of you also were entrepreneurs in the companies that you were in before and it's a huge skill that makes a difference. How do you take initiative, how do you lead? How do you invent Versus? Here's the thing that I was given and I've checked all the boxes, so entrepreneurship is a huge piece.

Speaker 3: 13:50

The other thing that we talk about is skill differentiation. We call that bold moves, and so if you look at one job to a next job and it could be within the same company right, You're doing different roles. Bold moves are where you do a 25% or more skill difference between your former job and your new job, and women who take two, three big bold moves over their career have outsized impact, both economically as well as their ability to progress. So there are more, but just maybe to pause, take a deep breath. There are a lot of things we can do that are super concrete that help us build experience capital. And if you're young in your career gosh, you got to build that early and often. And if you're a little older in your career you know me, or like middle age, think about the experience capital you need to maybe pivot or do something new or to expand even more opportunities. It's a huge piece.

Speaker 1: 14:47

I appreciate that because I think a lot of folks forget that you can have an entrepreneurial experience while you're in an organization. It's like looking for those project opportunities where you can gain that skill set. For somebody who might be more of an introvert I'm an ambivert right, so it takes a lot of effort to reach out for those experiences and that sort of thing. Maybe they don't have a flashy or visible role. What's a way that they can start to advocate for themselves, to begin to build that experience capital?

Speaker 3: 15:19

I think, first of all, you've got to play to your strengths. So you may see someone who's an extrovert, very charismatic, maybe an athlete, so she happens to play golf which tends to be helpful in a male world and you're not in all cases. She's out in the golf course and you're just like that's not me and first of all, good for her, she should go with all those strengths. But you're like that's not me and first of all, good for her, she should go with all the strengths, right. But you're like how do I meet other people if I'm different? So I think there's one thing which is to know yourself and build off your strengths.

Speaker 3: 15:54

I remember early in my career being in consulting. My strength was the data and the analysis that I was doing and part of the credibility was really just the work itself. But the work is a basis to have a conversation with others and a basis to build trust. And then you start maybe building a relationship and entrepreneurship is following up. I remember meeting just this amazing executive and I was like you're just so like you're a role model, and I didn't say that. But then I remember just keeping in touch with her over time. Not a ton, I was whatever, maybe 10 levels more junior to her, but I remember when I was leaving Asia, moving back to the US, she was the last person that I had kind of coffee with who was a client, before I left. You've got to do it in your own style, but I think you do need to be purposeful and, for those who are analytic, write it down. Write down who do you work with, who you have a connection and network with, who have you worked with before that you could rekindle. If you're kind of customer or client facing, or if you're supply chain facing, who's outside of your organization and also maybe people from school. So how do you think about building those networks? And just make sure that we know that women tend to have more narrow, more junior networks. Just make sure that over time it's not going to happen overnight, but over time you invest in building some more senior networks.

Speaker 3: 17:28

I know one guy that I talked to joined this nonprofit board and I invested my personal time and I spent time and had lunch with every single board member, all of which were at least a decade more advanced in their career than me, and I built this local network. He said so when you join a board, you join a nonprofit board. This is what you should do, and I was like I didn't even think about that. I'm so busy just trying to get through my day. It didn't occur to me to like schedule lunch with each person on the board, get to know them, build a relationship. And it was true. I looked at the list and I was like I am the most junior person from a professional person on this board, so there are lots of ways you can do it, yeah.

Speaker 1: 18:10

I think it's. Yeah, finding your little avenue is going to be the most important. What works for you. I think folks sometimes can equate being outgoing as the folks who get the opportunity, but you don't have to fit that niche to get the same kind of experience capital you're talking about.

Speaker 3: 18:24

And some really senior people are quite introverted themselves, right? So that's not, you would find a connection.

Speaker 1: 18:34

Yeah, you'll find some kinsmanship in that, for sure. I wanted to talk about the sponsorship versus mentorship because something that really stood out to me in the Women in the Workplace report was that women are overly mentored and we're undersponsored significantly. Can you talk a little bit more about that?

Speaker 3: 18:56

Yeah. So one thing is maybe just to define the difference, because sometimes I just feel like we don't have the facts to make the decision. So mentorship is Francesca, you're my mentor, I identify with you. You go to coffee. If I have a bad day or something didn't happen quite right on a project, you empathize and you give me some suggestions on how to think about it. But, mel, if you're my sponsor, you do everything Francesca does. But you also open windows and doors for me and that may be as explicit as you are actually putting me up for promotion, but it could be more everyday actions. Like Mel, you say Lorena, I know you've been working really hard on this. Why don't you come to the meeting and why don't you present? And I remember there's this really amazing sponsor we do a sponsor award at McKinsey and one of the winners.

Speaker 3: 19:54

There's this story that he faked a bloody nose because he knew that the client was like, wanted him to be there. He faked a bloody nose and he wants her to go so that the woman partner who is up for senior partner would present but also be seen as like super senior. It's like he was an actor. Everybody thought he had a bloody nose, medical reason to leave, but no bloody nose. He actually was just creating truly an opportunity for her to shine. By the way, she became one of the co-leaders of the client and all these great things happen.

Speaker 3: 20:29

You can do that on a Tuesday at four, on a Friday at nine. These are not hard things and so when you think about, and if you're senior and you're listening to this, how do you open doors and windows for others? But it can be very subtle things that help and it can be really being there in the moment to say this person should be on the slate and really helping you get promoted or keeping in touch with you and offering you an opportunity somewhere else. Women are just under-sponsored and maybe also it's not as clear how to develop sponsor relationships. But I think it's like women. If you put your mind to it, you can do it.

Speaker 1: 21:07

If you realize this is something that's as important as delivering your quota or whatever your MBOs are or OKRs, and you think about it as something you do a little bit every quarter over time you'll have a really powerful senior network something that stood out to me in the book was and I'm paraphrasing, but it was essentially the biggest issue with this broken rung is, once the first rung is broken, it just has this compounding sort of domino effect, right, because now there's less women at each stage to continue to sponsor other women up. But men can be sponsors too not trying to leave them out of the conversation, right? And the other powerful thing that you said in the book was that if we can repair this first rung, it'll help us repair all of the subsequent rungs, which could help us really fix this issue or bring parity within a generation, which is huge because that within one generation is 10 years versus 150 years. But how important is sponsorship, or what level of does sponsorship play, and the importance of fixing that first rung?

Speaker 3: 22:23

All of the above. So if 70% of the C-suite are men, then it's really important that men are sponsors in your network to percent women at the starting gate. And then we dropped down in the middle and the VP layers down to 38, et cetera, et cetera, and at the top for the SVP layers and the C-suite, we are at 29%. So it's almost like a math thing because you just have fewer women in the talent pool overall. So if I were to say I'd like to see equal men and women on the slate, that's actually something that is a little hard to accomplish because you actually have maybe a third, maybe 40% each level. You have fewer women. And so I think if we sometimes what we talk about for companies that are trying to work on this is you have a funnel, you need to have a pipe. So a really healthy company starts with a percentage of women and you would have that same percentage mirrored across all the talent levels. That would be really healthy.

Speaker 3: 23:47

Many years ago I met a tech company who was like it's just so hard, et cetera, et cetera. The classic we don't have engineers. But one thing we told them that really surprised them. I said you have a top beginning funnel problem. Yeah, you're at something.

Speaker 3: 24:00

I think they were maybe 38, 37% women at the entry, so that's not good, but interestingly enough, they had that pipe. I said so you're doing something right really well, which most of your peers are not, which is you're able to retain them. You do have a bit of a drop off at the top, but that's really amazing. So for you, if you actually could fix the entry level, you clearly have a culture that supports women in a very natural way. You are in great shape and they were like gosh. I thought we were going to have this meeting. You're going to be an awful report card and I said, yeah, I mean you're starting out ranks not so good, but actually there's some really good stuff there. For companies that want to change, you have to just take a look at your data and say, just as you would any kind of business problem, where would be the two or three most important interventions? Where, if I fix this, it would really change in one generation? And I think for companies who are very determined to do this, it's possible.

Speaker 1: 25:02

It's interesting too, speaking of what companies can do, because you mentioned, mckinsey has their sponsorship award, which I love to hear, and we've worked in talent forever, so you always hear about the mentorship program, but rarely do I hear about a formal sponsorship program. What have you seen work really well in terms of programs that support the sponsorship for this kind of success?

Speaker 3: 25:25

I think, a couple things. It's important to say that whilst women tend to feel over-mentored, under-sponsored, there are men who also feel this way. If you de-average it, maybe the men who don't have the classic archetypical attributes or men of color. So there can be, when you de-average, lots of people need this. So a couple of things. One is going from a spiritual agreement that sponsorship is a good idea to actually creating a program. So program means that you actually define mentorship, sponsorship. Program means that you actually track the data. For some you may actually hold them accountable, not like a quota, like you have to have X number of sponsor ease or mentors, but as part of how you think have to have X number of sponsorees or mentors, but as part of how you think of good leadership, as part of the equation. If you have the data, if you have the qualitative and what you value gets measured in some way.

Speaker 3: 26:19

So I'm not suggesting like a one for one. You only get promoted if you're a sponsor. We all know that and you all both know very well. Like when you think about leadership, there's a way that kind of goes into your reviews and potentially your compensation, your feedback, how you're viewed. I think you build it in yeah, you built it in a hundred percent and then you may have some programs that kind of activate it.

Speaker 3: 26:43

But I think you really commit to a culture of sponsorship, which the insane thing to me is it helps. It's like your classic all boats rise, everyone benefits everyone. And if there are women, as the human population will have, who are not good sponsors, it's good. They will, as leaders, learn to be good sponsors. Men will learn to be good sponsors and sometimes for men and I've seen this when they see their data and they realize they don't have a single woman that they sponsor, they will autocorrect that themselves. It's not like they woke up and said how can I not have any women as sponsors? Sometimes data is like an incredible amount of sunlight for people to do the right thing.

Speaker 2: 27:42

I want to talk about motherhood and navigating career transitions with motherhood. You mentioned in the book that motherhood could actually be a boost to your career, and it's not something we typically hear. Can you talk a little bit more about how it can boost your career?

Speaker 3: 27:58

Yeah, so that's not an easy thing. In the chapter we do really spend a bit of time on Claudia Goldman's Nobel Prize economist. We do want to make sure that a lot of the research that she's done gets proper understanding in terms of biases towards women and terms of a motherhood penalty and all of those things. With that said, it is hard. I think part of it was squeezing out and looking at stories where women can succeed inside of it and, for me, also a little bit of a search for the urban legend to see if it's true. So one of the stories that you saw was a woman.

Speaker 3: 28:38

The phrase that I've always used is make sure you pack a round trip ticket, not just to leave to go on parental leave, but also to come back and to come back with intention. Leave to go on parental leave, but also to come back and to come back with intention. Part of that would be building your network and thinking about your skills, moderating your time, all these types of things. And one of the stories in the book is a woman who was a rising star lawyer. As she had her first kid, she made the decision to actually be a full-time mom. She's an amazing mom raised three boys. 14 years into that, she exercised her round trip ticket. She went back and she did a reboarding program. Some companies, not all, offer this, but LinkedIn offered it. She got back into the workforce and is a rising star lawyer at LinkedIn and I just think this concept that we measure it in very zero one ways Okay, I had the baby, I'm having the baby, I take my paid maternity or parental leave, I come back. I think there are variations to make that work for you. So that's one story that I was very inspired by.

Speaker 3: 29:45

The other thing is would you use the policies as ingredients to bake your own cake, would you say? Look, in my company there's the parental leave and I see a lot of mostly dual career couples. We see a lot more of women and men under 40 are dual career, whereas baby boomers tend to be more like a single person leading the household. Let's use the woman and the partner's parental leave to maximize it. How do we, how do we go slow, go fast across that portfolio? Like really sharing with your partner the chutes and ladders of a career? We see also like how do you use some of the part-time? How to use rotations to kickstart your next bold move, like maybe you're like, okay, I'm going to do the thing that I really know how to do in an excellent way and I'm going to do it at 80%, but then actually, when my littlest one is in school, hits three, I'm going to take a bold move and I'm going to do this. Or, by the way, I'm going to actually invest in a bunch of technology skills and pilots and things because I'm going to make a bold move.

Speaker 3: 30:54

And these are just like excessive examples. How do you apply really intentional thinking to that time as opposed to gosh? This is just the discount time. And also back to the network point, I think and I don't think this is as much in the book, but I think having a peer network when you're a young mom at least for me personally I see you nodding, being able to call someone who was working full time, who had kids under 10, like me, and just to say I've had the hardest week in that time. I didn't need a sponsor, I didn't need a mentor, I just needed a friend to say, yeah, it's really hard with you.

Speaker 2: 31:41

Yeah, it's tough, right. I remember this is a little bit maybe TMI, but I always go there is. I remember I was at the point where I was breastfeeding and I was still working and shipping my milk back until it was really great about that, like freezing it and shipping it back home, which is amazing and lovely. But I remember just feeling touched out, vultured because I was getting it at work and I was literally having the call with her while my pump was going and I felt totally okay with it.

Speaker 3: 32:06

But she knew both of my lives and you really do need that, that feeling of someone gets you A little grace Like I think you have to set the pace of your own career versus expect others, and both of you have done that in your careers. But there may be times where you're like I'm going 60 miles an hour and by the way I've structured it and my expectations are that, and then there are times I'm doubling down and going super fast and I'm going to do a bold move and a this and a that, and so I don't. I don't think it's a linear climb and actually when we look at men who are very successful underneath it, it wasn't so I just. When we look at men who are very successful underneath it, it wasn't so I just I think it's. We try. Sometimes perfection can be the enemy of progress. That phrase and maybe redefine what perfection is.

Speaker 3: 32:58

At certain moments of your career, I took a really long first parental leave and I was really fortunate to be in a dual career situation so I could afford to. But I was really young, I wasn't even 30 yet and I really I just wanted to learn how to be a mom for a while. I wanted to take nine months off and at that time paid leave was not six weeks, single digits or something like that that's also betting on yourself and taking a risk. It's saying I'm confident that when I'm ready to go back, that job will be there and I may have missed something. But I actually, as a gift not just to my child but also to myself, would like to learn how to be a mom for a bit and enjoy it.

Speaker 2: 33:47

The beautiful thing about the book, though, is it does give you the playbook, for if you're going to make those choices which are totally great to make that there are other moves you can make that won't make that choice, just like a lifelong decision to write. I feel like this idea of these are your options, these are the ways you can put it in sixth gear, pull it down to third gear, make a right turn, make a left turn and create a beautiful career for yourself and a great life too, because I feel like I'm not saying you can balance everything all the time and have everything you want, but you can sure as hell be way more intentional about it and get to where you want to go in a way that maybe was linear to your point.

Speaker 3: 34:34

And some of those basics matter. I remember we talk about negotiation. People always think negotiation is just your pay, by the way, women tend not to negotiate. So, hi, pro tip, do negotiate. But negotiation is also other types of things.

Speaker 3: 34:46

So I remember because we didn't have at the time this was 22 years ago we didn't have the type of programs and I was actually not even in the United States, and so I remember talking to the office manager and saying look, I know that this isn't the typical thing, but I'd really like to take nine months, maybe more off, but I actually am super committed to coming back and I will stay in touch. And when I came back, they were like that's hard and consulting, and you were flying out. And I said, look, just for my first thing, back for my first month, can you just help me do something local so that I just don't get straight on an airplane and whatever that is, I'll do it. Any industry, any team, that would be such a gift and that's part of negotiating how you come back. He said got it, let's do. That Turns out to the entrepreneurship we were working on something that became a huge local client and because I worked on it and worked really hard with all these other folks, some of which I didn't know already.

Speaker 3: 35:54

We actually had all these sort of. I had a year where I didn't get on the airplane, and part of it is a little bit of a little bit of luck, a little bit of negotiating, asking that's. That's a positive negotiation. I will work really hard, but could you help me not reduce travel just for a little bit, and then we'll sort it out. Just give me a sec to rebase. I'm still the person that you loved and valued before. I didn't think at the time. It takes courage to do that, but it does take some courage to have that conversation and you do need to work in an environment where that conversation would be received well, not to make too much of the example, but I do think in the book there are all these women who make it work in spite of, and so there's a lot of data, mel, as you mentioned, but for me I think the stories are just really inspirational about what are the tactical things they did to get from A to B.

Speaker 2: 36:49

Yeah, a lot of great moves. I think it's required reading, quite honestly, to think about how do you really own your career, and own your career as a woman? Just you got to read up.

Speaker 1: 37:00

You got to read up. Keeping it simple for our listeners, especially those who might be like am I already part of the broken rung? Do I need to address this? What's one thing they can do next week to get back on track?

Speaker 3: 37:16

reframe. You're not off track. You are always on track and there's always opportunity in front of you, and betting on yourself is always a good bet. So look ahead and what's your next move? Do you want to go to the power alley? Do you want to exercise entrepreneurship? Do you want to build in the skills that matter for the future, the 12 million occupations that we know will shift by 2030. Do you want to increase your network? Pick one, pick one, just pick one and get started.

Speaker 1: 37:53

I love that. I love that concept that you're never off track. You're never off track. Yeah, we're just all taking fun side quests.

Speaker 3: 38:04

How much you have already. Yeah, I, your portfolio just may look a little different than that guy next door to you, and that's okay. Really, what are you good at? What do you have? Where does that point you? And then start opening the windows and doors yourself. Go get people to help you. Yeah, I love it. You can do it.

Speaker 1: 38:28

What about leaders? If you're a leader leading a team and this is information new and for maybe it's new information for somebody listening today what's something that they can take away or start to do to analyze and make sure that they're being a good sponsor or they're recognizing that they might be holding people back. How can they support not holding them back or pushing them forward?

Speaker 3: 38:54

The first thing is to maybe just mark a couple of like a piece of data or story that that honestly struck you very authentically. Doesn't need to be many, just one or two. And I would go share that with a man and a woman on your team and just say I was reading this since stopped me in my tracks. What do you think? Do you think we have a fair workplace? Do you feel the opportunities are the same? And the man might say I feel over-mentored, under-sponsored. You're like that's good feedback, but pro tip, does any of this resonate with you? I just start with that. Just start locally, in your own community and neighborhood.

Speaker 1: 39:40

Starting the conversation. Let's just have the conversation.

Speaker 3: 39:50

Yeah, and I think the other thing a leader can de-risk what feel like high stakes conversations, and opening to have the conversation, to listen, to learn, is huge. There's a story of a woman who was in the creative arts. She was in performing arts in New York and she had an underlying mindset that if you are creative it's okay to be disorganized, because that kind of comes with being creative. And she didn't even know that this was an underlying mindset. But she was super disorganized and she had her baby a couple months old and for women who remember or who have had babies in that early stage, there's very few windows. If you live in New York City, you can get that baby outside and take the baby for a walk before the baby needs to eat and nap. And so she missed the whole window because she was so disorganized. She was like, oh my God, where's the diapers? Where's this, where's that? She missed the window and she was so disorganized she's like, oh my God, where's the diapers? Where's this, where's that? She missed the window. And then the baby's crying and she describes and I've talked to her about this also personally she describes looking at this wonderful child's face and saying, kiddo, this isn't going to work.

Speaker 3: 40:53

So not only that's a point of deep failure, like I think for me.

Speaker 3: 40:57

I'm like, oh my god, I would have been in a ball and tears and like that just sounds awful and we've all been there.

Speaker 3: 41:04

Anyway, the reason I mentioned this is because it's a very relatable moment. But from that moment, not only does she become really good at organizing, she builds a business to organize other executives, both men and women. She writes two New York Times bestseller books or more, and she has this whole career where she actually helps people with their operating models, with their leadership. But it starts with the wedge of what was a point of failure became a point of strength, became a point of building a business, became a point of giving to others and helping others not organize how they get their walks for their babies, but like thinking about how the softer skills help you be a better leader, the full set of softer skills. And she's no longer in performing arts, she's in corporate America and I just I also just wanted to share that sometimes both men and women are so afraid to make a mistake and there's a lot in the zeitgeist about that. But I do think you never know, like, how do you take that in as a pivot point to something else we'll run on.

Speaker 1: 42:26

I'm gonna start with some high-level questions. They can be one word responses, or one sentence, two sentences, whatever you feel most confident with, but the whole point is just to get your immediate reaction to the question. Okay, ready to dive in, ready? Okay, it's 2030. What's work going to look like? It will be AI powered. Okay, what's one thing about corporate culture you'd like to see disappear for good? Bias, thank you. What's the greatest opportunity that most organizations are missing out on right now?

Speaker 3: 42:57

Women, young women, even better answer.

Speaker 1: 43:02

What music are you listening to right now?

Speaker 3: 43:05

Oh, I really like Bruno Mars and his collaborations, many of which are women artists, but I do really love the collaborations.

Speaker 1: 43:13

I like his new stuff too. It's like fun, yeah, so good. What are you reading, and that could be physically reading or listening to an audio book right now?

Speaker 3: 43:25

I am obsessed with AI podcasts, so yeah.

Speaker 1: 43:29

What's your favorite AI podcast? What do you recommend?

Speaker 3: 43:32

Oh, I really like no Priors and Training Data from Sequoia and the Possible podcast. And of course, I think everyone in tech listens to Hard Fork. I'd be remiss not to mention Hard Fork, but that's kind of obvious.

Speaker 2: 43:47

Love that.

Speaker 1: 43:50

Perfect, who do?

Speaker 3: 43:54

you really admire the 11% women CEOs of the world Each and every one of them. For everything that they're doing and for being a pioneer Awesome.

Speaker 1: 44:07

We recommend all the time on this podcast that people start to follow. I'm sure you do, but the organization Pink Chip that's tracking all of the global female CEOs and their success. So, yeah, any chance I can to plug it, I like to bring it back up. Good plug. Yeah, what's a piece of advice you want everyone to know?

Speaker 3: 44:26

Build your networks make sure they're powerful networks and people who are going to be your personal board of directors. I love that.

Speaker 1: 44:34

All right. Last thing, where can listeners follow? You stay abreast of all of the goodness and new research that you have coming out on this topic. What's the what's the best? Obviously, read the book. We're going to link to that but how can they continue to stay informed beyond reading the book?

Speaker 3: 44:53

All of our gender and research. On mckinseycom, you can search under my name or just search under the topics. We have 10 years of women in the workplace, so there's a lot of data in there. And I'm on LinkedIn and I've been trying to be better at posting thoughts and sharing things that are interesting. You all can give me the feedback. You're like, nah, it's not really working, but it'd be good if you were more. But I'm focused on LinkedIn me the feedback. You're like nah, it's not really working, but it'd be good if you were more but I'm focused on LinkedIn.

Speaker 1: 45:26

This has been so lovely. Lorena, thank you for joining us. Oh, thank you. Both Appreciate you. This episode was produced, edited and all things by us myself, mel Plett and Francesca Ranieri. Our music is by Pink Zebra, and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriendscom, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagrams, so please join us in the socials and if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye, friends.

The Power of Mattering

Your Work Friends Podcast: The Power of Mattering with Zach Mercurio

This episode is for anyone who has ever questioned their worth or forgotten the impact they have on others. We sat down with Zach Mercurio to explore what happens when people truly feel seen, valued, and significant. Whether you are the one needing the reminder or the one in a position to give it, this conversation unpacks why mattering is not soft, it is essential.

From how we lead and collaborate to how we show up for our families and friends, we all rise when people know they count. If you have been feeling invisible or want to create spaces where others feel seen, this is the episode to hit play.

Listen or watch the full episode here

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Speaker 1: 0:05

I'm Mel Plett, talent strategist coach and someone who survived Big Law, big Four and more than a few broken org charts.

Speaker 2: 0:11

I'm Francesca. I've led people strategy at Nike and Deloitte. I like my advice how I like my coffee strong and no bullshit. We host your work friends, the podcast that breaks work down so you stay ahead. We talk work stuff. The human stuff, the awkward messy, what the f*** is actually happening, stuff Each week we drop new episodes with real talk, smart guests, fresh insights and straight-up advice Hit, play. We've got you, yeah, the occasional F-bomb or two.

Speaker 1: 0:37

Hey, this is your Work, friends podcast. I'm Mel Plett and I'm Francesca Ranieri. We're breaking down work, so you stay ahead, Francesca. What's going on?

Speaker 3: 0:50

Not much. Summer's full rolling Went to an airplane house.

Speaker 1: 0:53

You sent me those pictures of the airplane house and I'm intrigued. I want to see the inside. Sounds interesting.

Speaker 3: 0:59

Yeah, For those that don't know, in the Portland area there's a guy that. For those that don't know, in the Portland area, there's a guy that I think it's a 727 that he took apart and rebuilt in the woods and you can go up to this airplane that is now his house. My understanding is that he's also going to be building one in Japan as well, but it's actually really cool because he lets anybody on his property you can go and stand on the wing. Would you ever want to live in a plane?

Speaker 1: 1:27

I could see myself living in a plane. If it was gutted and you made it into something really cool, why not? Who?

Speaker 3: 1:31

cares. Yeah, yeah, yeah, it's like a prefab home yeah.

Speaker 1: 1:35

Yeah, why not I don't know If you could turn a school bus into a home.

Speaker 3: 1:40

There's options here Recycling.

Speaker 1: 1:44

Yes, that is the name of the game. Okay, we sat down with Zach Mercurio, who recently published his book the Power of Mattering, which just blew me away. Zach is a researcher, an author, a speaker, and he specializes in purposeful leadership, mattering, meaningful work and positive org psychology. He wrote the Power of Mattering how Leaders Can Create a Culture of Significance, and he also wrote the Invisible Leader Transforming your Life, your Work and your Org, and the Power of Authentic Purpose. And he's worked with hundreds of organizations worldwide, including teams at JP Morgan, delta, marriott International, the National Park Service, the Army and more. And his work, his research on meaningful work, has been awarded by ATD, the Academy of Management and the Academy of Human Resource Development. And I don't know about you, but this book just blew me away in how much people don't see how they matter right now. This book just blew me away in how much people don't see how they matter.

Speaker 3: 2:45

Right now, I'll tell you, for the majority of the book, I had, like, almost felt like I was going to cry, like I was feeling so emotional about it. And it's because, at the end of the day and what Zach talks about is, even from the very first moments of your life, you want to feel like you matter. You need to know that you matter and, by the way, that does not change ever. Yet there's so many of us walking around feeling like we don't matter at all. You'll hear Zach talk about this, but just so you understand the difference also between belonging and inclusion and mattering belonging is being asked to be a part of the team, inclusion is getting to play the game, and mattering is knowing how you contribute, knowing how you're significant to the team, and that's the difference. It's the knowing of how you offer value, how you're significant and feeling. That's the difference. We've got opportunities to do that every day, all day, for everybody in your life.

Speaker 1: 3:51

For everybody. Yeah, Personally and professionally. And listen, the squishy stuff matters. People don't want to talk about the squish, but the squishy stuff is what drives organizations. You need to give a shit. Stuff is what drives organizations. You need to give a shit and it's different than belonging. It's actually you seeing why you matter. I love the example he also gives about NASA and laddering, and everyone from the janitor up through the astronaut knew how they contributed to getting a man on the moon and it got me thinking how are we doing that for our own teams and our people at work, Even if it's on a project? How are you letting them know how their contribution even if they're doing the design of the deck, like how does that contribute to the overall results and why? It not just how it contributes, but why it matters and why their role in this matters? I would say, on my own reflection, I wish I did more of that. It's something I definitely will be paying a lot more attention to.

Speaker 3: 4:49

Yeah, yeah, I think the I feel like I tried to do this and I feel like I should have done it even more no-transcript, no-transcript, no-transcript.

Speaker 1: 45:17

Okay, these can be one word answers. They could be a sentence. We could dive in further wherever it goes. All right, it's 2030. What's work going to look like?

Speaker 4: 45:26

There's two ways it could go. So one, the bosses are getting the power back right now because the talent market has shifted. You know it was more pro employee, Now it's more in favor of employers right now, and whatever bosses do with this newfound power will change the experience of working I, whatever bosses do with this newfound power will change the experience of no-transcript.

Speaker 1: 57:09

Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriendscom, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagram. So please join us in the socials and if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye friends.

Employment is Dead

Your Work Friends Podcast: Employment is Dead with Deborah Perry Piscione & Josh Drean

In this episode, we dive into why the traditional nine-to-five no longer cuts it and explore how AI, gig economies, and decentralized organizations are reshaping work as we know it.

We sat down with futurists, innovation thought leaders, and founders of Work3 Institute’s Deborah Perry Piscione and Josh Drean to get into the mindset shift from “I work for you, you pay me” to a future where skills and purpose matter more than a desk and a paycheck. You’ll hear bold predictions about money possibly disappearing, villages re-emerging, and why flexibility, community, and entrepreneurial thinking are now non-negotiables.

If you’re curious about what work—and your role in it—might look like in the next five to ten years, this episode will give you plenty to think about.

Listen or watch the full episode here

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Speaker 1: 0:00

Traditional models of employment are failing to meet the needs of the evolving workforce. Employment as it looks from an industrial age kind of model of you work for me, I'll give you X amount of dollars for Y amount of hours, I'm the boss, I tell you exactly what you need to build and exactly what you need to do, and you don't ask questions. Just does not serve us anymore.

Speaker 2: 0:40

Hey, this is your Work Friends. I'm Mel Plett and I'm Francesca Ranieri. We're breaking down work to help you stay ahead.

Speaker 3: 0:48

We're also joined by Lucy, a 60 pound boxer, who is breathing into the mic right now.

Speaker 2: 0:53

How is that a hot breath going for you?

Speaker 3: 0:55

It's like the best dog, but her breath is just. Here's a mint. Here's a mint. I know I gotta get some of those greenies. I'm like here's a mint, here's a mint. I know I gotta get some of those greenies. I'm like I don't want to know.

Speaker 2: 1:08

I don't want to know oh, I mean, here she is just, but this is the panting, is not francesca it?

Speaker 3: 1:12

is not. It is not. It's just like in a brand new, whole new audience base after this episode and in other news we'll do a class for only fans oh my god, a new way of working. A new way of working. Yeah, speaking of a new way of working, we had a mind-blowing conversation the other day we did we met with the authors of employment is dead.

Speaker 2: 1:38

deborah perry piscione is a globally recognized innovation thought leader. She's an architect of improvisational innovation, a New York Times bestselling author the Secrets of Silicon Valley, serial entrepreneur of six companies, a LinkedIn learning author, and she also worked on Capitol Hill. And then Josh Dreen joined us as well. He's the co-author, co-founder and director of employee experience at the Work3 Institute. His work has been featured in Harvard Business Review, forbes, fast Company and the Economist. They both speak globally actually to bring work and tech insights to digital first leaders, but they're very focused on human-centric workplaces as well. Very interesting concept Employment is dead. What I also took away from that conversation is it's mainly how we think about traditional employment. But work is still here to stay. It just might look a little bit different. How about you? Yeah?

Speaker 3: 2:35

One of the things in this whole AI conversation that I think we've been really missing is what could work really look like in the next five to 10 years. Both Josh and Debra brought some very mind-blowing perspectives of how work could feel decentralized and gigged and really exciting Potentially, how we don't even have money anymore. Are we going to return to villages? If you are looking for a futurist's view of what the world of work, what your life might look like, especially on this whole AI trajectory, this is the episode for you. Yeah.

Speaker 2: 3:14

Listen, it's a thought piece for sure. Noodle on it. Let us know what you think. With that, here's Debra and Josh. All right, welcome Josh and Deborah. We're so excited to see you both. All right, we're going to set the stage and jump right in, because we're in it. The title Employment is Dead. Really bold statement. What led you both to this conclusion?

Speaker 1: 3:44

Oh yes, employment is dead. Our bold pitch is that traditional models of employment are failing to meet the needs of the evolving workforce. Employment, as it looks from an industrial age kind of model of you work for me, I'll give you X amount of dollars for Y amount of hours, I'm the boss, I tell you exactly what you need to build and exactly what you need to do, and you don't ask questions, just does not serve us anymore. And when Debra said it's dead, we do make the distinction that work and employment are two very different things, and we've just bled it together and don't think too much about it. But in the very first chapter of the book we say employment is this construct that we designed. That doesn't work.

Speaker 1: 4:30

Work, on the other hand, individuals who want to build skills, who want to be a part of a company or a movement bigger than themselves, to belong to a community. That is what is important. So how do we reclaim some of those elements? And we talk more about this and we can get further into it, but I'm curious to have you weigh in on that, debra.

Speaker 4: 4:50

Well, I wanted to give a little bit of another additional nugget on the backstory. Josh and I really thought we'd have a multi-year run rate with this book, and we'll be lucky if we have five months, because this concept of these jobs eroding is happening so quickly. So the world really needs to wake up and, on the one hand, we're going to get back more time so that we can be better citizens, better family members, have more time to do things. We just really have been desiring this European lifestyle for so long. Now we're going to be able to get it, but we do need to look down the road, not only for ourselves, for subsistence, but how do we all collectively work together, which can look quite different from an economic model that we've known for over 150 years?

Speaker 2: 5:38

Yeah, I think everyone's pretty cozy with how it's always been right. That's always hard, but what I gained from the book was traditional jobs are gone, but work is here to stay. So the optimistic realist in me is employment might be dead, but work is here to stay. There's work that's going to happen For the time being. Yeah, for the time being.

Speaker 4: 6:00

I almost got, even though Waymo has been in San Francisco for quite some time I haven't seen it in my Silicon Valley neighborhood until recently and I was waiting to wave at the car, not realizing it was a Waymo, because I smile at people when I they're waiting for me to cross the street. I was like there's nobody in that car so soon. Just as much as AI is evolving, so are robots and humanoids, and so we are getting to, you know, that general AGI, artificial intelligence, where it can rationalize, teach itself and be in concert with robots being able to learn on their own, and so that's happening a lot faster than we anticipated as well, and so that's happening a lot faster than we anticipated as well.

Speaker 3: 6:45

The evolution of work has changed. A lot of people haven't studied this so deeply, so I'm wondering if you can talk through how expectations of work have changed over the years, just to set the stage.

Speaker 1: 6:58

Yeah, I can jump in here. I spent a lot of time working with HR professionals and when you look at HR in general, that field has just shifted so much. When you look at the beginning of HR, right, it was personnel and I think that it was birthed out of this idea of we have people who work at the company. We need to pay them. They could get into trouble and we could be sued as a company for whatever they say or whatever they do after hours, and so let's get ahead of that. So the traditional model of HR was how can we do the paper things it's paying people PTO and then we got into this era of discretionary effort where it was like people work for us nine to five. It's very contractual, but how can we almost trick them into doing more work, staying later, creeping into some of their personal time? What can we do to make the workplace exciting? To be there at 6 pm, at 7 pm, come in earlier, and so there's the carrot and the stick. Your bonuses are tied to that. And there's also the look we've got snacks in the break room, We've got beer on tap, we have a lot of different things. And that birthed the employee engagement movement which was yeah, we're Apple, we're Google, we want you to have an amazing experience at our organization. So how can we engage you more? And that's where we have hot yoga, or we cater food every single day, or we'll watch your pet. We have a pet daycare on campus right, it's very much this 2000s view and that has shifted into employee experience.

Speaker 1: 8:34

I think is where we are today is how can we design experiences that employees want to have and need to have? The problem is we're still falling behind because we're unwilling to look at the deep and true needs of employees. We actually write about it in the book. We call them the 10 operating principles of work, three, the non-negotiables of the modern workforce. And, just to give you an example, employees want flexibility. That's one of our operating principles. Can we offer them flexibility? And, like we did during the pandemic, we don't really do it now, and so we see a lot of companies who are more. How do we get them back into the office? The RTO mandate over. What if we customized their schedules and individualized it so they can work according to their circadian rhythm? Yes, you can go get your kids at 3 pm, Because we know that you log back on at 7 and you work until midnight type thing, and so there's a lot of flexibility that we can be offering employees. It's just it feels like we're still stuck in that model.

Speaker 3: 9:34

Why do you think that is? Why are we still stuck?

Speaker 4: 9:39

Today's model is based on really Taylorism, which Taylor was an engineer in the early 1900s who came up with the concept and said people do not have emotions. They don't have feelings, they're just cogs on a wheel to get that widget job done. And that was really the creation around middle management as well. We became very consumed with time and for someone like myself, I never understood if I didn't eat lunch on a particular day in my Washington DC Capitol Hill office and my work was done at two o'clock, why do I have to sit there until six? Because our hours were eight to six. And then, if you pulled all-nighters in Washington DC, at least in my generation, you got like a badge of honor. Rather than looking at the output or the productivity behind work, we just got into the concept of time, and so it is really hard if you may be very innovative and I think, sitting here in Silicon Valley around companies like Google who did try to do things very differently Marissa Mayer was very famous at Google for allowing people to tap into their rhythm, as Josh mentioned and just when do you work best? It may not be within that eight to six timeframe, and I had to adopt that engineer model when I first moved to Silicon Valley, because every engineer I worked with was really extraordinary in the middle of the night and that's when they got their work done.

Speaker 4: 11:13

Technology and products and consumerism in foods. But yet our cost of living is at its highest, in part because of premium pricing. So Gen Z has like 82% less buying power than baby boomers did because of all this additional abundance and the fees around it. So if you're always trying to catch up in order to pay your rent or your mortgage, it's just hard to grow beyond. You just don't have time to think about it because you're on that treadmill.

Speaker 3: 11:54

Yeah, it's such an interesting thing because we know that a 30-year-old today is worse off than their parents were. To your very good point right, the buying power in the younger generation is not there, and I think there's a lot of reasons for that too. And then we're also looking at potentially jobs going away, work going away. This idea of job security non-existent definitely now doesn't exist anymore. Technology is going to drive this so much faster, right, we're going to get into these holes so much faster. My biggest concern is this economic wealth gap is going to get even bigger, from the people that have to the people that don't have.

Speaker 3: 12:37

And does technology exacerbate that or does it democratize that?

Speaker 4: 12:41

Yeah, that's such a great question because, as Josh knows, I used to always say AI is going to democratize opportunity, but really what it's coming down to is digital fluency. I sit in the middle of this stuff and trying to keep up with it day to day. I'm like, oh, you haven't heard about Manus, that's going to build out the company for you. That's Reid Hoffman's new startup and Josh and I are very much on the global speaking circuit and I'm lucky of a speech last two weeks. I'm constantly revising it. So there's exhaustion with keeping up and you cannot keep pace with the five or so AI companies. Where they're going to be the winner takes all situation. There was a venture capitalist who made a famous statement as the SaaS kind of model where you would eventually exhaust those sales. In an AI model, you can not only take all the jobs, but you can take all the salaries of the people that used to work for you. It's endless. The money is endless.

Speaker 3: 13:46

Yeah, I was just reading AI 2027, that white paper that's out there too, and it just feels like it all starts to funnel up into three big things at the end of the day, and it's just holy shit, as all the wealth and all of the abundance, if you will, going to ladder into these three conglomerates, whatever we want to call them.

Speaker 2: 14:19

It's fascinating to watch, and the3, because I and Josh. You started to talk about it a little bit, but can you both break down what Work3 is all about for our listeners?

Speaker 1: 14:29

Yeah. So the Work3 Institute is an HR and AI advisory where we help companies marry emerging technologies with workforce strategies. It's hey, we want to use AI. We have no idea how to get started. We want to help our people better use AI and upskill them to be able to 50x productivity, 10x productivity, whatever the promise of AI is going to be. We just don't know how to do that, and a lot of it tends to be.

Speaker 1: 14:57

These forward-thinking human-centric companies who see the change happening don't know how to get on board and we match them with some of this technology. A lot of it, to be honest, is like you've never touched a generative ai tool. Here's a few options. And generative AI tool here's a few options. Here's some homework to start using it today. Just use it in your daily life. We are big on helping reclaim human fulfillment at work and satisfaction. It's something that, especially as companies are being squeezed right now economically, how do we not lose sight of employee satisfaction? How do you continue to do well by your people? Because if you look at the stats, they're not great either. Most employees are burned out. Most employees would take a new job in a heartbeat. Most employees don't trust their companies to do right by them at this time, and so tackling those human-centric projects head on.

Speaker 2: 15:51

You talked about the principles earlier and I loved, debra, what you were saying too. Just, things are changing so quickly and Josh mentioning RTO, right, we swung all the way over here during COVID. Now we're all the way back and something about the traditional model and I know we started to touch on those barriers that actually are gonna get people to the future. Some of it has to do with, like, executive leadership still thinking in that very traditional way, right, like even some of these folks who are really tech forward are still like I need to see your face and I need to see it every day from eight to six, as you mentioned, deborah, and if you're not a butt in a seat, I don't trust you're getting the work done. How do you get them to cut through that old way of thinking to get them to the future?

Speaker 4: 16:38

So the last chapter of our book is on the work three transformation. How do you go from the traditional organization into the era of AI? And a lot of it has to do with communication and, as Josh mentioned, it's about the people. First, the human element. When we wrote this book, we really thought the adoption would come from a lot of the big organizations and the consulting firms. But what happened, with Doge coming out and the geopolitical component of this is, people were losing their jobs so much faster. And then there needed to be a proof point If you were in the hiring business, that you had to prove that AI couldn't do that job.

Speaker 4: 17:21

This book quickly shifted to the individual wanting to know what do I need to do? Because we can't call this unemployment anymore. We need an entirely new economic model in this era of AI, because moving into that next job, it's just not going to be there. But I think, mel, it's more about fear and holding on as long as they can, because they know this is happening. So I don't care if you're Accenture or you're a law firm or whatever you are. You know that AI is going to take over your business. It just is. And so let me hold on to the work element as long as I can, and Josh and I have certainly talked about it. They probably sign these long-term real estate leases. They're just holding on as long as they possibly can, and I know you want to talk about some recent articles where one of the anthropic co-founders has talked about job loss.

Speaker 4: 18:21

That's going to happen at the entry level, but CEOs, boards of directors, can all be taken out by AI, so why not hold on as long as you can and let's work together as long?

Speaker 2: 18:31

as we can. We saw it even two years ago, right when they were testing AI, taking the bar exam or the accounting exam, and they're passing with flying colors Like absolutely it's at all levels, not just entry level, For those types of business leaders or even in professional services that are kind of holding on with fear. How do you move them to the place of opportunity of the portfolio worker in those environments so that everyone can continue to feel?

Speaker 4: 18:58

whole to some degree. What's happening simultaneously is Gen Z coming up. We often talk about various kind of use cases or individuals, young people that have made a tremendous amount of money at 15 years old, generating, creating a game on Roblox, and I think the average Roblox developer, Josh teenager, makes about $65,000 a year. So you know they're not going to want to necessarily come into what traditional work offers when they've had so much control and ownership over being that gain developer. And so you are having this market. Yes, 50% of these entry-level jobs, white-collar jobs, are going to go away in the next one to five years. There's also a lot of interesting things happen on the Web3 side in the metaverse. Josh, you're really the expert here, so you should weigh in.

Speaker 1: 19:58

Yeah, the answer is if you look at the pattern over time, companies who operate in fear, especially large companies who don't take the risks that Debra's talking about and don't push things forward, will risk obsolescence. That's just how it is. And the argument that we make again is that if we are still having the employment conversation and that's exactly what we're having right now which is oh, are you at a nine to five full-time employment with one company or unemployed? Those are the only two options. This doesn't make sense. And the younger generation to Debra's point already has abandoned traditional nine to fives. They are abandoning college right now, they are adopting AI and they are pushing forward in a way that doesn't even make sense to these aging leaders who have been doing this for so long. In a certain way, it's just outside their scope. Mel, you mentioned a DAO or a Decentralized, autonomous Organization. Some of our more progressive clients are piloting DAOs within their organization right now, which sounds like a scary word or a Web3 new thing, but really all it is like we don't need decision makers at the top of one person, a manager making all of the decisions and just telling us exactly what we need to do. You hired me because I have skills and I have a voice and I'm creative and there's a lot more that I can offer to the team. So what if we distributed tokens to them, voting power? Essentially it's you want to make a choice for the team? Get on Snapshot. It's just a Web3 tool that will allow you to vote in real time which direction the company could go, and you can make hundreds of these decisions every week together in an instant. And once the group has decided collectively which direction they need to move, then a smart contract will execute and say all right, that's the direction that we're headed.

Speaker 1: 21:55

And now you have hyper agile teams that don't. They're not bound by the same red tape, their hands aren't as tied as other teams and they're moving quickly and they're producing more results than other teams. And so there are companies that are doing it that way. What I think this large scale global DAO, like a global gig economy, is going to be more so the mainstream than an internal gig economy. Why should I work for you only when I can do my same skills for several companies and several projects? That feels better to employees. And so again, how do you attract Gen Z? A lot of companies can't even answer that question. They just label them as lazy or entitled. And then there are companies who are like oh, let's pilot some DAOs. And then there's, oh, let's operate outside of traditional employment, which feels like I don't even get the value out of the work that I contribute, so pay me more for the work that I'm doing. There's a lot to unpack there, but that's just a teaser.

Speaker 2: 22:58

We know Gen Z is already making up 30% of the workforce. Between Gen Z and millennials, I guess borderline zennials, that's 70% of the workforce already. Right, and Gen Z want to feel like they're co-creating the workplace with you, they're not just showing up and being told what to do. So I actually love that concept of the voting piece that you talked about. Where is this working really well? I know you can't share client names, understood, but where are you seeing this working really well? What are you hearing from feedback where you are testing this out Abroad, abroad, good.

Speaker 4: 23:32

Of course Switzerland, Germany I might ask them out. Josh and I do a lot of global work overall, so yeah, there's definitely forward-thinking individuals overseas.

Speaker 1: 23:52

We share case studies with them. Individuals overseas we share case studies with them.

Speaker 1: 23:58

It just feels like a couple standard deviations away from what they are willing to do, right, Even if this was working really well, like JuiceboxDAO is a great example, right?

Speaker 1: 24:05

This is a vibrant, interoperable community that doesn't employ anyone, and yet they have so many people core contributors, or bounty hunters, as you call it in the Web3 world who are contributing and adding value and getting paid based on the value that they are generating. And so, again, it's very difficult to come into a leadership place and say, hey, work is changing. And they're like give us some answers and it's yeah, but the answers aren't going to be what you're used to and they're going to challenge everything that you know and like AI added to all of that which is moving so rapidly. It's difficult, and that's part of the reason why, with AI, we see a large group of companies who are like oh yeah, AI is going to replace my expensive workforce, and people are tossing around oh yeah, we're just going to be unemployed, Everyone's going to be unemployed. It's guys like broaden your horizons, maximize the skills that you have and you will always be working.

Speaker 3: 25:10

I think that's my question. How are people going to make money? I think that's my question. How are people going to make money? And you've mentioned, like the creator economy with Roblox, right, or, for instance, these DAOs. I find it very lazy when companies go oh, I'm just going to fire everybody, or we're just going to get efficiency gains, or we're just going to dump a bunch of money in AI and throw spaghetti at the wall to try to figure out what's happening, without really thinking about what the art of the possible could be in their organization. And we see this very commonly when technology hits. It's like tech for tech's sake, as opposed to actually enabling your business to be something better than it could be. Yep, like, how are people going to make money? And my secondary sub question of that is do companies really go away?

Speaker 4: 25:54

I'm going to tell you what I think is going to happen in five years, when money goes away. Josh, why don't you do the interim step? Because that's the beauty of our collaboration is Josh is in the thick of things and I am looking more at the economic models of the future.

Speaker 3: 26:09

Can we have both, though, because I'd love to know the now and the future.

Speaker 4: 26:12

if you'd be willing to share, yeah for sure, josh, you want to begin, and then I'll follow up future, if you'd be willing to share.

Speaker 1: 26:17

Yeah, for sure, Josh. You want to begin and then I'll follow up. Yeah, and just to clarify how are individual employees going to make money in kind of a gig economy, space creator economy, or how are companies going to make money knowing that employees are probably going to choose alternative work models?

Speaker 3: 26:32

Let's start with employees like individual people, because I think that's the biggest concern for a lot of folks right now is will jobs exist? Will work exist?

Speaker 1: 26:40

Yeah, it's so funny. So many TikTokers who are like I'm unemployed. I just got laid off for the second time this year, so blow up my TikTok and collectively we can hopefully make some money. Everyone's trying to carve that space out, and I would say the reason why the creator economy has stagnated, the reason why the gig economy isn't hot right now, the reason why Airbnb and Uber is not excelling like they used to, is partially because plenty of reasons right, but from an employee's perspective, if I'm driving for Uber, you have a centralized company. They need massive amounts of cashflow in order to keep the business running, and so where are you going to get that cash? You can go to investors and you're tied down to being more and more profitable, and the employee just gets to a place where this isn't even worth it. I'm not even making enough money.

Speaker 1: 27:33

Too much of it is flowing back to a centralized organization, and so one answer could be decentralized organizations, which is we cut out the middleman. We don't need them. We have technology that exists where you can open an app and get to work. It runs peer to peer, which means I offer my skills and my services outside of an Upwork. Upwork right now is the only way. There's other platforms, sure, but if you want to be a freelancer, the only way you're going to find work is through some of these channels. Again, upwork takes a large cut of that.

Speaker 1: 28:09

So how do you make this make sense? Plus, benefits are tied up into employment. Specifically, there's a lot of challenges that have not materialized yet, and I'm just letting everyone know on this podcast today that smart people are working on this technology and the minute that it becomes viable for the masses, why would an employee work a full-time job when they could have just as much, if not more, money, working on projects that they love with, like passionate individuals, single mothers working three hours a day because that makes sense to them over other options? And Reid Hoffman he has said that traditional jobs will be dead by 2034. And I think a lot of people misinterpret that to be like AI is taking all of your jobs. You'll be done by 2034. What he's really saying is that model, that decentralized gig economy, will be viable by 2034 and everyone will be choosing that.

Speaker 4: 29:02

And Josh, he revised that year in the next two to four years.

Speaker 3: 29:06

Oh Jesus.

Speaker 4: 29:08

Yeah, if you look at his Manus AI, you'll understand why because it can create the company for you. So, francesca, your question is the question I hope that I always get asked and rarely do so in the interim. We're gonna have to be incredibly entrepreneurial, whether you're entrepreneur or not. So you could be driving for Uber right now and you also make these delicious gluten-free chocolate chip cookies that people have been asking you to provide for parties and locally, but now you're giving it to your Uber customers and they're starting to take orders. So what I mean by that is you want multiple revenue streams and getting those revenue streams to work together.

Speaker 4: 29:50

My head is really where are we going to be when money goes away? So I'll give you an example, and this is a geopolitical issue as well we may move back towards communal living. We're seeing a lot of that pop up around the world. We may grow our own food. I think we're going to see much more of the rise of the family-run business, and I don't mean just the mom and pop small storefronts. These can be multi-billion dollar businesses, but we are going to have to be much more reliant on our families and our immediate community.

Speaker 4: 30:30

And then government is going to have to figure out an entirely new support system, a safety net, because you can't just call it unemployment anymore. If President Trump wants to pay women $8,000 to have a baby, which he's asked for because of our birth rates being in decline, then you're going to actually have to pay people to, whether it's mom or dad, to take care of that child on top of it. So you're going to have to pay for childcare or elder care Again. It is going to be so fundamentally different from what we know today, and I'm heading off to Copenhagen and a few other Scandinavian countries next week just to continue to look at some of their ways, of the way they live their life and what can be adopted around the world.

Speaker 4: 31:23

I was just in Mexico City. They certainly have the family-run multi-billion-dollar business nailed down, not that it doesn't come without its challenges, but we are going to move much more towards the village, if you will, almost back in time, because it's not about the big corporation anymore. They say the average company. Big company in the future is going to be 50 to 200 people, and then you're going to have the company of one, the big unicorn, and then you're going to have the company of one, the we going to barter? Are we going to be more providing subsistence to ourselves, our families, our communities? And that is the big unknown question at the moment.

Speaker 2: 32:27

If money goes away, how do you have a multi-billion dollar business?

Speaker 4: 32:30

There'll be a few of those people that do have the digital fluency because you are capturing, as I said earlier, the SaaS or any technological kind of innovation. There was a market that you target to. Now, in an AI economy, as jobs go away, you can capture those jobs and the salaries you are paying people. So there's still going to be services that need to be provided for, but we do have to services or functions. I used to say we'll have the barbell economy where you're either the AI engineer or you're the plumber. Now I say you've got to do both. Really, the generations of the future can have some degree of cognitive functionality before AI completely takes it over. We do need those physical skills in the interim before humanoids are fully developed.

Speaker 3: 33:30

Are you guys freaked out by this, or is this exciting to you, or is this exciting to?

Speaker 4: 33:34

you. It's exciting to me because I think we know, had it not been for COVID, we wouldn't have evolved, We'd still be in the same kind of mindset. And so when we think about the problems of the environment, right, we don't need to drive to work anymore. You go to a place like Copenhagen. Everybody is biking. Things become more localized. So I think we had this great big globalization and if anything the president is doing right now is bringing it back to the US, whatever your politics are manufacturing consumerism, and I think eventually that's going to become more and more localized.

Speaker 3: 34:25

Knowing humans' capacity for change, and this is happening so quickly that will there be in the short term a lot of pain.

Speaker 4: 34:36

No matter what your religious perspectives are, there is a belief that we're coming into the era of the feminine, and in that feminine it is more about the heart rather than the head. We've been chasing capitalism for so long, and the haves and the have-nots, the dichotomy and the spread continues to get larger and larger. And, to your point, has that made us happier, having money, or has it made us more lonely? Because we're always on the chase, even among the world's richest men. It's just a continuous battle. Who's on top? Who cares? How much money do you really need?

Speaker 4: 35:18

And so I do think we will be in a position where we will have more time to give back in ways that families need. Particularly children need. They need that love and support. And there's something very beautiful about that family farm, with those children getting up at 3 am and all working together to contribute to the family wealth. And I think it's scary because, again, we've been in this kind of world of work that we've known for 150 years now. But we will have to evolve. We don't have a choice. With or without the AI hype, it's happening. So we're not going to have a choice, but to evolve at this time.

Speaker 2: 36:02

The beauty of this. It brings us back to a place for why we're all here anyway, which is to live, because I think one thing that I heard as a common theme throughout COVID post-COVID was this mass reflection that took place because people finally had an opportunity to slow down and remove the blinders of the hamster wheel that they were just on and they're like whoa, I didn't realize how much of my life I'm missing on, and so it's interesting. It seems pretty optimistic to me, although I think there's a lot to work through and there may be a lot of scary things too, but at the same time it gives us the opportunity to be just human beings and exist.

Speaker 3: 36:41

What about the people that are like freaked out? We talk to people all the time that are I'm going to lose my job, AI is going to take my job. You've got obviously anthropic guy saying you're not going to have a job. What do you say to those folks?

Speaker 1: 36:56

I would say it's not black or white. I have a job and I don't anymore. If you have skills that you want to develop, if you have things that you're passionate about, start chasing them now and don't worry about the certifications or the college degrees. That stuff is irrelevant. Just build your skills alongside AI and there will be a place for you, whether it's gig economy 3.0, whether it's in a creator economy world. Youtube has shown us that you can make a video on anything and you can find a following and make money off of that. A decentralized gig economy will be more than that. It'll be what skills do you have? Let's apply it. In these ways, ai will be able to match you on projects. You don't have to look for clients. You don't have to beg companies to hire you with your cover letter. It'll be as easy as opening an app and getting started. But definitely hone those skills. God. The death of the cover letter, please go.

Speaker 2: 37:50

I was going to say you just made every employee happy to hear that.

Speaker 4: 37:53

I don't know if you guys are of the generation. I actually had to mail it in the mail.

Speaker 3: 37:57

Oh yeah.

Speaker 4: 37:58

Oh yeah, you didn't have to go through that, but I'm a little bit more draconian.

Speaker 2: 38:12

I am wake the hell up, wrap it round, and this is to get to know you better as human beings and your personal POVs on a couple of things. It's 2030. In one word, or one sentence what's work? Going to look like Dead.

Speaker 1: 38:34

Decentralized.

Speaker 2: 38:36

What's one thing about corporate culture you'd like to see disappear for good?

Speaker 4: 38:41

All of it.

Speaker 1: 38:44

Management.

Speaker 2: 38:46

Interesting. Okay, what's the greatest opportunity that most organizations are missing out on?

Speaker 4: 38:55

Treating their people as human.

Speaker 1: 38:59

AI.

Speaker 4: 39:01

Okay.

Speaker 2: 39:03

What music are you listening to right now? What's on your playlist Keeping you happy?

Speaker 4: 39:08

I'm going to Coldplay tomorrow night. Oh, that's amazing.

Speaker 2: 39:14

Do you have a favorite?

Speaker 4: 39:15

song from their albums oh many.

Speaker 2: 39:17

Just love it. Yeah, okay, how about you, josh?

Speaker 1: 39:22

Yeah, all of my early 2000s punk rock fans. They're all putting out albums now. So we've got some All-American Rejects in there, some Jimmy World. They're keeping me happy by feeding me more music.

Speaker 2: 39:35

Yeah, Listen, Gen X and the millennials and Xennials. Over here we have the best generation of music coming up. In that time Everyone's coming back.

Speaker 1: 39:43

No one can argue that.

Speaker 2: 39:44

No, what are you guys reading right now? It could be audio book too. No judgment.

Speaker 1: 39:53

I'm reading Open Talent right now. It's a book that actually came out Harvard Business Review Press about the same time as ours, very much in the same vein as the work that we wrote about, but it's very much talking about the now of work, which is how do we open up our workforces to a talent marketplace or an internal gig economy.

Speaker 2: 40:15

So it's very fascinating marketplace or an internal gig economy. So it's very fascinating. Yeah, we we had john on the pod recently. It was an awesome book and very in line with also your concepts as well in terms of that portfolio work of the future. So it's really good. Who do you?

Speaker 1: 40:39

I am a work nerd, so I all of the greats the Adam Grants, the Marcus Buckinghams come to mind. There's a lot of great work, social media individuals right now who are doing some great work. So a shout out to Chris Donnelly, there Just changing work, one TikTok at a time.

Speaker 4: 41:00

Yeah, and I hit it more from a historical perspective, of a lot of women who were the first Amelia Earhart, just somebody I admire greatly, even someone like Oprah, who understood the concept of ownership rather than just being a successful broadcaster. So people who really broke the mold and were first and likely told no quite often and just continue to persevere.

Speaker 1: 41:30

Yeah, I like that. And shout out to Debra, who is a modern Amelia Earhart in my mind. She does all the value she puts on conferences in Silicon Valley of these powerful women who are making big waves in the investment space, innovation space, keeping that trend moving forward. Thank you.

Speaker 2: 41:50

So what's one piece of advice you want everyone to know? And it doesn't necessarily we're going to get to the advice you want employees to have at the end. So this could be personal or professional, but if you were talking to someone you care about, what's one piece of advice you would give them today that you'd want them to take away To?

Speaker 4: 42:06

take risks. There are no wrong answers. I was always that person and this is something I do see, quite a dichotomy between men and women, not to generalize. But men will just jump and women will come to the edge of the cliff and it's almost analysis by paralysis, by analysis. At this stage, you got to try a lot of things and figure out what sticks, and there are no wrong answers and there's nothing embarrassing or just by. I don't even want to call it failure, because you learn along the way. The worst thing is to not try.

Speaker 1: 42:44

I love that, debra. The worst thing is to not try. It's so true. I would say and this tends to be aligned with the content that we write about is prioritize skills over experience. I have a younger brother who's considering going to college right now and he's hey man, is it worth it? I'm seeing a lot of stuff about it, and when I was a kid there was no other option. It was like go to college, that's the only way to get skills. But nowadays there are so many other options to learn and grow, and so I would say don't worry about the piece of paper and learn and grow. And so I would say don't worry about the piece of paper. And, yes, college is a great experience. The community side of it is great, but you need to make sure that you are at least graduating with skills that are going to be attractive in the marketplace.

Speaker 3: 43:27

This has been an amazing conversation and super appreciate the glimpse of what's actually going on today and what will be coming and how people can get on the bus for their own benefit. You both are doing work and keeping up to date with this. As it's changing every two weeks, how can our listeners stay?

Speaker 1: 43:45

connected with you. Find us on LinkedIn Debra Perry-Pershoni or Josh Dreen. The Works for the Institute is there as well. We love to chat about any of the challenges that you are facing and love to connect Debra Josh thanks so much for joining us today.

Speaker 3: 44:00

Thank you for having us.

Speaker 2: 44:02

This episode was produced, edited and all things by us myself, Mel Plett and Francesca Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on linkedin. We have a linkedin community page and we have the tiktoks and instagrams. So please join us in the socials and if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care, friends. Bye, friends.

The Work of Your Life

Your Work Friends Podcast: The Work of Your Life with Joan Burke

Culture isn’t a checkbox, it’s the secret weapon behind every high-performing organization. Join HR visionary Joan Burke as she unveils her ‘Work of Your Life’ blueprint from DocuSign to Responsys, showing you how to transform managers into master coaches, ignite engagement, and make retention your ultimate growth engine.

Listen or watch the full episode here

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Speaker 1: 0:00

So if you really care about the success of your organization, if you care about revenue, then you got to care about the people who are leading the organization and your talent. It is a no-brainer.

Speaker 2: 0:24

Welcome to your Work. Friends. I'm Francesca and I'm Mel, and we're breaking down work so you get ahead. For those of you that don't know, every year, mel and I sit down and think about what are the topics that we want to talk about, and then we think about the guests we want, and we're always looking for people that are actively in it. They're either a really deep subject matter expert, they're on the line in the seat doing the role and they're really able to think about how you get some of this stuff done. So we can always make work better, and one of the things that we were always wondering about are how do you create these cultures where people feel like they can really do their best work? And that brought us to Joan Burke.

Speaker 2: 1:02

Joan, if you don't know, her is just a real deal CHRO. She is now a board member, she's an advisor. She's been a chief people officer at places like DocuSign, marketo Responses. She's been a CHRO at small companies, major companies, in multiple different industries. She's been there, she's done that and she's been able to create these cultures where people can do the work of their lives, and we wanted to talk to her about how she did that. What did you think of this conversation, mel?

Speaker 3: 1:34

I loved it because as an HR person lifelong HR person like Joan I really appreciate the hard line that she took in every interview, which was she's human-centered and it's human first and if that doesn't align then it's not the right fit for her. And because of that alignment she's been able to go in and build these beautiful workplaces. I'm just really inspired by the legacy she leaves behind and the message it leaves for others.

Speaker 2: 1:59

It takes a whole village to create a culture where people feel like they can do the work of their lives. Joan gives you the playbook for how she did this, what needed to be in play at DocuSign, at Responsys. She's. Also gave us some tips If you're not in these types of companies, what you can do yourselves to create the work of your life and if you're interviewing, what you can look for and some questions you can ask to see if a company is going to enable you to do the work of your life. This conversation, to me, was just fantastic. Joan's the real deal, and with that, here's Joan.

Speaker 3: 2:41

At DocuSign, you really created something super special, right? It was a culture where that employee experience enabled a lot of folks to, as you call it, do the work of their lives. In today's environment, things are changing. How do you make the business case to do that today?

Speaker 1: 3:02

So the business case is the same as the business case was when we did it in DocuSign. I joined them in 2017. Even though it's an employer's market, the best talent always has options. You should never walk away from that or feel as though I have to prioritize revenue. I have to prioritize this and I don't have time or this isn't important. It is as important now as it was when we were doing it.

Speaker 1: 3:26

Now, when we were doing it hyper competitive, the market was crazy. Everybody's trying to get good talent. Now. I would say it's important to do that because you need to keep your good talent. The pendulum will swing. It will go from being an employer's market to being an employee's market at some point in time, and the companies that invest in their people now, when that happens, they're not going to see them walking out the door. They're going to have an increase in retention and I think it's a false narrative to say it's an either or. If you're going to prioritize a business, you're going to prioritize people. So it's absolutely as important now as it was seven years ago, when the market was very different than it is today.

Speaker 3: 4:07

Francesca and I often say people fuel your business. So absolutely Both are so super important right Well, at the end of the day, if you think about it, revenue happens because you've got great talent.

Speaker 1: 4:17

These things do not happen on their own. It always is people that are responsible for that success in organizations, always.

Speaker 3: 4:24

Oh, and they're the base of the business.

Speaker 2: 4:26

Yeah, so you have a very good point. I think the thing that won't change is that people want to be able to do work and do the good work and to do the work of their lives. I don't think that's going to change. I really don't that intrinsic need want desire. At DocuSign. That was what you were really striving for people to have is had some great partnerships in the leadership team there.

Speaker 1: 5:08

Certainly Dan Springer, the CEO, scott Ulrich, who was initially the CMO, became the COO. These are people who totally got it and we thought really long and hard about how do we differentiate DocuSign and so candidate is going to be looking at a number of different companies. What is going to make them want to come to DocuSign? If a candidate is going to be looking at a number of different companies, what is going to make them want to come to DocuSign versus go to Adobe, go to Google? How do we make sure, also, that the values that we stood for authentically DocuSign and not ones that you could go to any website and pick up the words and they're fine, but there's nothing special about it? This is where the working life came in. This is what we said. People, as you just said, francesca, people want to do great work. Employees do not come to work to do a crappy job. They don't. They don't come to work to do a boring job. They come to work because they want to succeed, they want to contribute and they want to do a great job. So we thought, looking back, when people view their career, what we hoped is that people would say donkey, sign. That's where I did the work of my life. This was a marketing thing, because Scott is a great marketer. We intentionally didn't say the best work of your life, because you don't need best. It's like the work of your life. That vacation I had the time of my life, so we had to operationalize it. We had to bring it to life and we talked about it as being actually really important and, in many ways, a personal statement. I, joe, wouldn't know what one of my employees' work of their life was until I spent time with them and we understood how we were going to help that person get there and what were the opportunities, what was the development? And then, when it came time to do our low engagement surveys, one of the questions we always ask is are you doing the work of your life? If you're not doing the work of your life, what do you need from the company? What do you need from your manager to do the work of your life? We put it into self-evaluations. We put it into feedback. It was an employment brand for us. Your recruiters are going to go to job fairs, they're going to have a booth, they're going to have a banner. It might as well be something cool that makes some sense, and it did. Our recruiters would say people would go by and say, whoa, work your Life, what's that all about?

Speaker 1: 7:18

There were a lot of components to the work of your life. We also invested very heavily in our managers in terms of developing and training them. We had a work your life management program that was based on four pillars. That were pillars that we believe were unique to DocuSign, that we want to help be our managers. So it was very real and I'll give you an example. I was on LinkedIn the other day and there's a woman who I hired, probably about six months before I left DocuSign day, and there's a woman who I hired probably about six months before I left DocuSign. She just left now. So we're talking three years ago. She was talking about going into the organization, but when she was talking about DocuSign, she said I did the work of my life. So I thought, wow, it stuck. It stuck, at least for people who were there. I think when we created that program, the work your life starts up.

Speaker 2: 8:04

That, to me, is a real test. It's one of the real tests of how do you have a brand that you know sticks, and one is just people using the language, which is huge. And what I love about the work you did, whenever I think about a brand and thinking about if you're going to say we want you to be able to do the work of your life no-transcript DocuSign stood for, which is an environment and the climate.

Speaker 1: 8:59

And we say DocuSign helps people, it saves paper, paper saves trees. So we're all about DocuSign for forests. And I would talk to candidates and I could see the excitement, enthusiasm when I would say let me tell you what we're about, let me tell you about this work you're doing, let me tell you how much we care about the environment in the world. There were a lot of really great components of the DocuSign culture that kind of came together in a way that I think made people feel really good about the organization. And one of the things you might ask is how did you know that it really delivered results for the company? And I think it's hard to take up one program and say, okay, I could connect the dots and this is the exact revenue we got from this because of that. But I can tell you that every time we did anything around this, anytime we talked about the work-year life and when we would fortunately for us get great reviews from our employees on Glassdoor, we saw an incredible spike in the number of resumes that were coming in. People want to work for a company that they feel good about.

Speaker 1: 10:02

Dan Springer is the CEO. His approval rating on Glassdoor was 98. We were always in like the top 15 companies in technology. That's how we can say it made a difference because our employees cared about writing great reviews, and those are the only reviews we cared about. Docusend was not a pay-to-play company. We were not going to ever be informed. We were never going to pay to be part of some sort of a best place to work. That's what we felt the real value was.

Speaker 2: 10:30

That's what our employees really said. Yeah, out of curiosity, the day-to-day feel like the vibe. I am very much on vibes lately, joan, when you think about the vibe at Dacusign when the work of your life was hitting on all pistons After launch.

Speaker 1: 10:50

It's embedded in the DNA. What did it feel like, just as a leader and an employee? Once they got it and that was a more from an employee communication perspective we would do mid-year feedback sessions. So it wasn't about evaluations, it was just feedback, and they were having conversations with their managers and we would really target those disingenuous about work your life, figure out whether this is working for people. So there was some excitement, enthusiasm. We went into a pandemic and the world changed overnight in March of 2020. Now, I would say, because we had built such a foundation with our employees about caring about them, about their development, about work your life, we were able to carry that through during the pandemic.

Speaker 1: 11:32

For any sheep people officer, I will tell you that in that 47-year career I had the hardest work I ever did was running a people organization during the pandemic. Yeah, trying to figure out how do we best support our employees through their mental health, through daycare. Hiring managers get comfortable around hiring people over Zoom, where they're like I never hired somebody I didn't meet in person. You better do it because somebody else is going to hire them. So I think we took the same level of care during that period.

Speaker 1: 12:04

It looked a little different. It was around support. There was a lot of different things we did to help our employees be successful and it paid off, I would say, in states. So the work shifted a bit and I used to say the companies that are win when this pandemic is over are the companies where the employees feel really good and felt very taken care of during that period. And DocuSign did it. And the reason why DocuSign did it it was a leadership team that actually believed that this was ultimately what's good for the employees. It's going to be good for the company.

Speaker 2: 12:38

Yeah, it sounds like, even in, I would say, a crisis situation, which COVID, especially in HR it was. I'm just going to say bonkers, absolutely bonkers. Right, but I love the fact that lens to enable people to do the work of your life, to truly care for people. It sounds like you're making decisions through that lens. It didn't change just because we were going through a very traumatic time.

Speaker 1: 13:00

You feel like you turned the volume up on that care during that time turned it up and we saw the feedback that we got in our employee engagement surveys, which we did at least two a year or more. The last survey that we did, we got 6,000 comments in that survey 6,000 comments and Dan and I would read every single one of those comments. He'd read them. I was going to read them. There was no way I was not going to be a patient animal reading those comments. But they actually produce so much more richness than really just the raw data and we heard people talk about how well they felt supported by their manager, and not just from a corporate perspective, and not just the programs and the benefits that we put in place, which were all new.

Speaker 1: 13:47

During that period we were able to really pressure test that the work we were doing and the decisions we were making and the investments we were making in again these benefits and trying to make it easy for people to take care of their kids and work from home and have Zoom and parents who were ill, and it was thank you, Francesca. It was a bonkers period, there's no other word for it. And then, if you think about it, we went from that to the great resignation right which can I say something that lasted about 15 minutes, Like really that was done and now the pendulum has swollen completely the other way. So one of the things I would say is think about the time you're in and what you need to do, but know that things change and can change very quickly. You don't abandon all the things that matter to you, that are important to your organization, just because you can and you can.

Speaker 2: 14:46

Out of curiosity, how important is it to have your peer group, the CMO, the CTO, any of the C's your CEO or your board? How important is it to have them on board when you're trying to make these kind of decisions and, probably more importantly, stick to the plan when shit's hitting the fan? How important is that so?

Speaker 1: 15:05

well, I critical. If the only people who are enthused about these programs that are willing to keep them alive, as the HR team, that's doomed, it's just never going to work. But having that consistency when the shit hits the fan, you're still not going to walk away from your principles and your values as an organization. You're still going to invest in employees, you're still going to care about the development, you're still going to give them feedback. You cannot do that without the leadership involved. The reason why I think we were so successful at DocuSign is because Dan was so authentic in both belief in these programs and talked about it. We did all hands meetings every quarter and during COVID we did a lot more of them just to make sure we stayed connected to people. He never abandoned the things that were like the pillars of who we were as an organization.

Speaker 3: 16:04

You've done this several times over now DocuSign. You did this at Responsys. What was the secret sauce? You have to have the CEO.

Speaker 1: 16:11

If you don't have the CEO, then it's going to be lips of risk, because that's who people look to, that's their coming to door, that's where they're getting their insight and their messaging. And it has to be authentic. It cannot be lips of risk because people see through falsehoods and I always say the most important leadership is authentic leadership. It's be who you are and with all those organizations I've had really authentic leaders who would speak to the programs, who would talk about the importance of employees in the team and helping them be successful. It worked. But if you don't have that, I would say it's running uphill Everything dies If HR is running it.

Speaker 3: 16:49

you have to have that buy-in. Let's say your CEO is a skeptic. How do you fight through that skepticism?

Speaker 1: 16:57

You kind of build a business case right and the business case is talent drives success. It just does. And even in a bad job market, which we're in right now, the best talent always has options, always has options, how bad it is, they always do. So if you really care about the successful organization, if you care about revenue, then you got to care about the people who are leading the organization and your talent. It is a no-brainer in some ways. And here's what I am excited about.

Speaker 1: 17:25

I feel like in many organizations and particularly I'm working with some VCs they get it, they totally get it, and where a lot in the past you might say, oh VCs, I don't want their portfolio companies to spend a lot of money on marketing and HR, I'm seeing VCs actually pushing their portfolio companies and these are companies of maybe $30 to $50 million of revenue to hire that cheap people officer sooner than a lot of founders are ready to do, because founders, by the most part, they don't want to spend money. So I am extremely encouraged about that. I'm also seeing a lot of enthusiasm for people going to these smaller private companies and not so much like the big companies the Googles, the Metas that people went to. They're feeling like they're getting an opportunity to really be very hands-on, to be part of a successful organization, to see where their contribution is actually making a difference on a daily basis, with less bureaucracy, maybe less politics. So I think that there's a lot of opportunity for people to seek out these smaller private organizations.

Speaker 3: 18:34

I coach a lot of folks who are being impacted by layoffs right now, so I'm seeing that trend as well. Even if they came from these big megas, they're looking at smaller orgs where they can actually feel the impact that they have. So that's tracking. When you think of pushback on budgets, we hear a lot around. Budgets are tightening up with everything that's happening with AI. Leadership's very focused on short-term results. Someone making the business case. What advice would you give to them?

Speaker 1: 18:59

I would say that the Work of your Life program at DocSign it was not a heavy investment at all. These were things we were already doing. We're already doing performance reviews. We were already doing employee engagement surveys. We already cared about what people felt on Glassdoor. We were already going to job fairs. It's not true that these things cost a lot of money. Get that off the table. Just say it's bullshit. Right here there is investment, for sure is when you're investing in developing people and particularly leaders. So when we created the Work your Life Management Program, that was an investment. We again decided that it was really extremely important to us to have great managers in the company. We needed to put together programs, we needed to design them, we needed to facilitate them. So there were certain places where you may be able to say, okay, I'm going to cut back a little bit on this one and maybe use some different approaches where I don't spend quite the same money, but caring about your corporate culture, being articulate about your corporate culture and reinforcing your corporate culture it doesn't cost money.

Speaker 3: 20:02

Those human components, those day-to-day interactions. That's free. You can change that tomorrow.

Speaker 1: 20:09

One of the things that we did at DocuSign is we had a mentor program and everybody wanted mentors, right. So we're like, all right, how are we going to make this, operationalize this and make this make sense? And we realized, when you ask somebody to be your mentor, it's a big deal right, and it's time this is going to take. But one of the things that we did, which is like a skinny version of a mentor program, is we said anybody will go and have a cup of coffee with you Half hour Well, great. So if somebody called me up and said, john, I was watching the all-hands meeting last month, I think you did a great job with the presentation. I'm really trying to work out skills. Can we have a cup of coffee in half hour and just talk about that? It's like absolutely so. There are ways to just skivvy back certain programs and things that are less intense or maybe not so time consuming and not so expensive. You just gotta be a little bit thoughtful and creative about it.

Speaker 3: 20:59

If your budget's tight, what are the three areas? You'd say? This is where you double down.

Speaker 1: 21:05

It's really about helping grow people. Managers we always cared about how we help individual contributors grow and succeed too. But at the end of the day, if I had a dollar of investment, I'm going to put 75 cents of it against managers and 25 cents against the individual contributors, because I know that ultimately the value that those individual contributors are going to get is because they've got a better manager who cares about their development, who cares about their career, who thinks about not just job opportunities but actually assignments that are going to help them grow and develop. And I always say that the most powerful thing we can do to help people grow is put them, give them on-job assignments to see how they stretch, see how they grow. The investment you make on the individual contributor side pays off by really overinvesting, maybe in the managers.

Speaker 3: 21:51

I love to hear it because I was just at a conference where a room full of people, when we asked how many people invested in their manager's training and development, maybe 5% of the room raised their hand, which was really disheartening to see. So you heard it here, folks 75 cents for your managers.

Speaker 2: 22:09

It's nuts to me. I'm going to make a Catholic Italian reference here, but you can cut this. So in Italian cooking, a lot of dishes start with the trinity, which is the onion, the carrot and the celery. It is the substance that makes everything right, it's the base, mirepoix, if you will. And I always think the trinity of talent development is onboarding, manager development and coaching. If you had to pick three and manager development, you're very good. Point, joan, 75 cents of that, right. The biggest onion little bit of carrot, little bit of celery. The onion is the manager development. The data's there, the results are there. You could do absolutely no formal training whatsoever, but if you had an amazing manager, you're set.

Speaker 1: 22:54

I love that. I've never heard about the Trinity Battalion cooking. I'm going to use that. Seriously, no gosh, God, really no. We grew up Irish. My mother was Italian. That's great.

Speaker 2: 23:04

There you go, there you go. We're big fans. We're big fans. Let's say you're an employee, you don't have this. What can somebody do as an individual contributor, no matter what their circumstance? Create the work of their life for themselves.

Speaker 1: 23:16

Oh man, that's a tough one. Yeah, I know they're not in a powerful position to be able to do that, which many people are not. Sometimes I say find it elsewhere, and I'm not saying leave your job right. For some people it might be leave your job, but for many others that's unrealistic. It just is not the right market for people to do that.

Speaker 1: 23:39

But find your tribe right. Find the people who are like-minded, who have the same sets of values. Find that network where, through connection and through conversations and through learnings about how people are dealing with those challenges inside their organizations, that you can take back for yourself to be able to say I'm not getting from my company, but I am getting what I need from this group of people up there. One of the things that's difficult is developing a network is hard, it takes a lot of work, but it can be so rewarding. I remember during the pandemic I had this network of about 20 chief people officers and we met every week for like just an hour and it was the good, bad and the ugly advice in terms of the thing that was working, the things that weren't working. It was so important, it was so powerful that if you don't have that if you can find a way to create that, I'm just, I have just always thought that could be incredibly rewarding to just have whatever mind appears.

Speaker 2: 24:44

It's interesting to see what other people are doing commiserate on the good, bad and ugly, because that's every job. There's always things. There's something so important about being part of a community. Just like, you're not alone in this, no matter what stage you are in your career, because there's a lot of human messy feelings that go along with every single stage in your career.

Speaker 1: 25:02

Absolutely. I could go into depth with DiWalt on this call about those crappy jobs I had and how hard they were and the lesson I learned and how I hoped during that period. And that's like experiences, right. The other thing I would say is you can create a network of people who have similar values at you but are at different stages of their career, so have seen the work and experienced it and can look back and say, all right, let me tell you, when I was in my 30s, the world was different, but a lot of the experiences and the challenges that you have there's definitely similarities. So here's how I cultivate people for all different generations and I think you'll find it very worthwhile. Best advice.

Speaker 2: 25:48

Curious about. On the flip of this, where you're interviewing for a company, what are the tells? What are the tells that say this is a great culture, this is a culture that's going to support you in doing the work of your life? Are there tells people can see from the outside?

Speaker 1: 26:02

There are. You want to make sure that it's not just the recruiters who are telling you that story. Their job is to serve a certain organization. You need to drill down. So when you're talking to an organization and hopefully having a number of different interviews with people so you get a good sense of that company and some of them would be peers, some of them would be a manager is that you're paying very good attention to what they're saying and you're actually teasing out from them whether or not what you're hearing from these recruiters if in fact they're real McCoy.

Speaker 1: 26:30

And then you check out Glassdoor, you check out Blind, you look at what people are saying inside the organization to know whether it's for real or whether it is just give talk. So you got to do your own homework and it does help, as I said, if you know your why and you can actually articulate your why, to have the people sitting across from you, from the company, explain why your why is either going to work or not work in this company. You should put them on the spot a little bit in a nice kind of way. That's how you tease this out, right.

Speaker 3: 27:02

What were some of your go-to questions? To tease it out.

Speaker 1: 27:05

Well, I think the biggest thing would be to say tell me what people three layers down this organization are saying about this company. Tell me what you're hearing from your teams. And if I was to just go around right now and go from desk to desk and just kind of casually stop and ask people questions what is it like to work here? What would they tell me? Would they tell it to? What would they say? And ask those questions and say what are your employee engagement scores? What are people saying about the employee experience here? Have you seen progress or are things going backwards? So it's just doing a lot of due diligence and interviewing the people in the company as much as they're interviewing you with you.

Speaker 3: 27:53

There's what you ask in the interview, but then there's what really happened when you get there on day one, your first 90 days in a company. How do you further tease this out? Like, how do you figure out who are the secret decision makers? What are the things that are going to make it a better experience? What are your questions in those first 90 to help you?

Speaker 1: 28:08

Who are the savvy insiders? You got to figure them out and some of that is asking. Again, it's asking a lot of people, a lot of questions and owning your own onboarding right. So it isn't just I'm the manager, here's the playbook, you have the free people to talk to. It's like all right. I got to drill down even more. I want to speak with these four people over here. I want to know more about what's going on in the IT department, not relying on a routine onboarding process, but create something for yourself that's robust.

Speaker 1: 28:43

And I would also say, as an insider from Chief People Officer perspective, onboarding is so important. Those first 90 days, those first six months, it's how you show up, because you want to know what's going on, but you want people to know you. My mother used to say it's not who you know, it's who knows you that matters. And that's really right, mom, that's what I would do. I would be really thoughtful about who I wanted to meet with and just make it happen. Just make it happen. And people don't say no, they really don't, you're new to the organization, they want to meet the new person.

Speaker 2: 29:17

I'll tell you I have a few regrets looking back on my career, A few. There's times where I'm like I should not have handled that the way I did I did. Life goes on. You learn right, you live, you learn. But one of the red thread regrets or if I could do it over again is I wish I would have done what you just suggested, which was get out there and meet people, Ask for the coffee, Get a habit of just asking for the coffee. Even when I was an individual contributor, I wish I would have done that, because it makes it so much more easy and enjoyable to get work done.

Speaker 1: 29:50

Absolutely, absolutely. That is part of working your life right. It's just feeling like you're part of an organization that you're connected to. Connections are so important. At the end of the day, we look back and say, did I feel like I made a difference here and who are the people that I can look and say, oh my God, look at the tribe. I was able to be part of that built up, part of something. Completely agree with you, francesca. Very important.

Speaker 3: 30:11

What you created super valuable and, I think, unfortunately a lot of ways, unique, and I hope you get to a place where this is more the standard and not the exception. How can we get there?

Speaker 1: 30:23

Back to what I was saying earlier about the pendulum swinging.

Speaker 1: 30:26

People and leaders could be mindful of the fact that things are going to change and the companies that continue to be committed throughout a sluggish job market and challenging competitive environment, they stay true to who they are. They're the ones who are going to win at the end of the day. They're the ones who are not going to lose their talent. Let's think about this. On the other side, all of those law firms that capitulated to the administration and actually in many ways destroyed their brand, hurt their culture and their values, and they've had some of their top lawyers who are walking out the door saying I'm not going to be part of this Law students who got out of law school. They don't want to interview with those organizations. So there's a big price to pay for abandoning what managed you as an organization just because you can or because the times are tough. In fact, when the times are tough is when you really need to double down and just be even more vigilant about what matters to you and how you want to run your organization.

Speaker 3: 31:41

Joan, are you up for some rapid round questions?

Speaker 1: 31:46

I am ready.

Speaker 3: 31:48

This can be one word answers. This can be as long as you'd like to take it, but really quick. Whatever comes to top of mind, Okay jumping in. It's 2030. What's your prediction about what work looks like?

Speaker 1: 32:03

One exciting thing is, I think we're all going to have AI agents who are going to be reading our emails for us and making our travel plans and maybe scheduling our doctor's appointments. So those are things I'm super excited about. But I want to answer that question by saying here's what I hope. I hope that by 2030, the human-centered jobs are more valued and are higher compensated, and by that I mean the teachers, the EMTs, the caregivers, the therapists. I hope that AI will have helped automate so much of the roles that can be automated that we will really see the need for these people to be doing the great job that they do. That's my hope. I like that.

Speaker 3: 32:46

That's a good one. What is one?

Speaker 1: 32:51

thing about corporate culture that you'd like to just see die already. Personality assessments, color, myers-briggs Dis I like to see them all go far away. I believe that they label people, and I have seen them do more damage inside an organization than them.

Speaker 3: 33:08

I agree with you. I think they're fun and it's interesting if it's like personal introspection. But too often they can be weaponized and people make them their whole personality when that's not the intent.

Speaker 1: 33:19

Let me just tell you I was talking to somebody who was leaving the organization and they were looking for their next role. We were talking and they said they did colors in their organization. This person said every single person on the HR leadership team was a red. So that kind of said you're not a red, you're probably not going to be on the HR leadership team. Anyway, that is a bugaboo of mine which I've actually had for some time.

Speaker 3: 33:39

Okay, what is the greatest opportunity that orgs are actually missing out on?

Speaker 1: 33:45

So I think it's cross-functional data. Data exists in silos inside organizations. First of all, we know it's not pristine and I think part of this whole going to AI is going to be like cleaning up data and making it good. But if companies can use the power of cross-functional information, they're going to be able to streamline decision-making, become way more efficient as organizations.

Speaker 3: 34:12

How many times have we all worked in an organization and found out three other departments are working on a similar project Exactly? A little more personal. What's on your playlist right now? What music are you listening to?

Speaker 1: 34:24

So I'm listening to a guy named Leif Volderweck Okay, check him out. One of his songs I really like Transatlantic Flight. I also love Kim Petraeus. She does a version of the old Kate Bush song Running Up that Hill, and if you like that song and there's many different versions of it I would say check out her version of it and her video of doing it at Outside Lands in San Francisco in 2022. She's so cool and it's just completely joyful. And then I'm a big fan of Florence, yeah.

Speaker 3: 34:57

I love her. You did a really beautiful collaboration. Do you know the artist Blood Orange? Yes, have you heard her collaboration with him? I have not. So this is a great tip. Very good, put that in your as Francesca says, be in your bonnet for this weekend. Go look it up, it's really good. What are you reading right now?

Speaker 1: 35:16

It could be audiobook or old school pages, so I'm an old school pages person, so right now I'm reading the Night Watchman by Louise Erdrich person, so right now I'm reading the Night Watchman by Louise Erdrich. I stopped on the Pulitzer, I think, in 2020. But I would say that the book that I've loved the most that I've read in the last eight months has been James by Percival Everett, and I would highly recommend that book.

Speaker 3: 35:36

What do you really admire? Could be personal, professional.

Speaker 1: 35:40

There's so many people in my life and historically I admire, but I'm going to pick one person Right now. I'm going to pick Laura Steinem. We need to stand on the shoulders of the people who came before us talking about and reporting on women's issues, on reproductive rights, on equal pay, on health care. And the thing I love about her, she's 91 years old. She's still with us. She absolutely never sold out. She's my shout out, she's my hero right now.

Speaker 3: 36:15

What's one piece of advice that you've received, or just something that's your personal piece of advice that you want someone to know you would give everybody today?

Speaker 1: 36:24

If I could pick a couple, because there's career and then there's personal. So if I think about career advice, I want to say careers are long. Mine was very long, was 47 years long, and that means that you're going to have some jobs that are crappy jobs, and, rather than running away from them, a lot of those crappy jobs are incredibly important and meaningful. They're either the lessons you needed to learn, they're people you needed to know, or, in one case, it was a ticket I needed to punch. It was experience. I needed to get that next job, which was my goal, and so embrace the crappy jobs. They're going to happen the way of life.

Speaker 1: 37:07

The other thing I would say, though, from a career perspective, is know your brand and who you are. Know your why, know what is important to you. So let me give you an example. When I would meet with CEOs and I was doing job interviews for chief people officer roles, I would always say to them I believe the best human resources, I believe my job as the head of human resources is to help managers be the best managers they can be. Only people who work for me at HR is my team, the rest of the people who work for managers and how they feel about the organization is oftentimes how they feel about their managers. Do they feel like they're getting feedback and they're being coached and they're being developed? So I would say, if you don't agree with that, perfectly fine, but that means I'm not the right person for you, I'm not right for the role. Go hire somebody else. So that's just an example of a philosophy that I developed early on that stayed true for me throughout my career and I would use it as an evaluation tool as I was deciding where I was going to go next. And then the personal advice and this is not profound. Everybody on this who's listening to this has probably heard this, but it's a lesson that we don't always take to heart, and I can even give you a recent example that I did not, and I regret it. Make sure you tell the people in your life who have been meaningful to you, who you've learned from, what they've done and how they've helped you, and be specific.

Speaker 1: 38:36

When I was starting my career many years ago, I was at a large financial services company in Boston and as a very junior person, I had the opportunity to work with the CEO of that company, and it was remarkable that I had that opportunity because he was here and I was like and I got to know him and we worked on a few projects and I learned so much from him and I had so many great stories about this person as a human, as a leader. Two months ago he died at 98 years old and I wrote his wife a note and I said I want to tell you stories about your husband that come from a young professional. And I told her these stories. She wrote back to me and she said it was very profound for her to hear these and she said they were so jizzing with Jim.

Speaker 1: 39:22

The stories were so Jim and she said I wish he could have read this. And I'm like I wish I could have written it. I wish I had written it. So don't wait till that person's gone and you're telling their spouse. It's great to tell their spouse, but let them know when you have the opportunity.

Speaker 2: 39:37

What a gift to give someone to bring the spirit of their loved one back through the story. That's a really beautiful gift to give someone. Joan, it's been awesome to chat with you today. Tell us where people can find you.

Speaker 1: 39:51

I'm on LinkedIn Also. I'm part of the Chief People Officer Forum, so if there's anybody who is a Chief People Officer and wants to join a network, to build community and wants to quarter, have topics of interest and experts who are going to be able to talk about topics, we've got one coming up next week and it's all like AI. What is this going to mean for you people, officers?

Speaker 2: 40:10

We will link to your LinkedIn and the CPO forum. There's nothing stronger than community, so definitely check that out, joan. Thanks so much for joining us today. Thank you, joan.

Speaker 3: 40:19

It was great to be with you. This episode was produced, edited and all things by us myself, Mel Plett and Francesco Ranieri. Our music is by Pink Zebra and if you loved this conversation and you want to contribute your thoughts with us, please do. You can visit us at yourworkfriends.com, but you can also join us over on LinkedIn. We have a LinkedIn community page and we have the TikToks and Instagrams, so please join us in the socials. And if you like this and you've benefited from this episode and you think someone else can benefit from this episode, please rate and subscribe. We'd really appreciate it. That helps keep us going. Take care friends. Bye friends. We'd really appreciate it. That helps keep us going. Take care, friends. Bye friends.