Melissa Plett Melissa Plett

Lawyer Up: Employment Law Essentials

Sketchy contracts? Silent firings? Vibes are off? You might need a lawyer—and this episode is your warning light. Labor attorney Ryan Stygar joins us to talk about the biggest legal red flags at work and how to advocate for yourself without panic-Googling “can they do that??”

Your Work Friends Podcast: Lawyer Up - Employment Law Essentials with Ryan Stygar

Sketchy contracts? Silent firings? Vibes are off? You might need a lawyer—and this episode is your warning light. Labor attorney Ryan Stygar joins us to talk about the biggest legal red flags at work and how to advocate for yourself without panic-Googling “can they do that??”

Listen or watch the full episode here


Ryan: 0:00

I got to tell you we handle so many sexual harassment cases. People just they're horny and it's a problem.

Francesca: 0:07

I don't know how else to say it, that's going to be the end of the trailer for this episode.

Mel: 0:26

Hi Francesca. Well, hello Mel, it's Eclipse Day. How are you feeling?

Francesca: 0:35

I'll tell you I'm feeling pretty good. You know, they talk about how everything's going to be completely crazy on Eclipse Day and your emotions will be high. I think I had that on Friday of last week. I think I'm like two days ahead of the astrological calendar for some reason. Yeah, how about you?

Mel: 0:46

That's good. I'm feeling pretty calm for eclipse day. I was expecting chaos, but I've got calm so I'll take it.

Mel: 0:52

I'll stay calm all day, every day, right, yeah, exactly. Well, friends, this is your work friends. I'm Mel hey and I am Francesca, and we're your two HR friends with no filter getting you through the work shit. Today, we want to introduce this fantastic episode Lawyering Up Essentials of Employment Law with Ryan Steiger. You might recognize him from TikTok or Instagram as the labor lawyer, and he joined us to emphasize his fight for workers' rights. Francesca, what'd you think about this?

Francesca: 1:26

This episode was equal parts eye-opening and just fricking hilarious. Ryan walked us through what you should be doing as an employee to protect yourself, what are some really typical cases that he sees and also, if you ever do need to lawyer up, how do you make sure you are in a great situation. We went into some nooks and crannies of cases which were just freaking hilarious, so I thoroughly enjoyed talking with Ryan.

Mel: 1:49

Yeah, same same. There's a red thread throughout the episode Ryan's personal story, which was a great tale about perseverance and self-worth. There's a really important message that anyone who listens to this will leave with here. It is our conversation with Ryan Steiger. Friends we have with us today. Ryan Steiger you might recognize him as the labor lawyer on a lot of social media channels like Instagram and TikTok. He's an employment lawyer who really cares about people and employee rights. He comes from Centurion Trial Attorneys. He's a podcaster too. He has a podcast called the Working Class. We highly recommend that you check that out to hear some of his great stories. We highly recommend that you check that out to hear some of his great stories. Ryan, what really drew us to you as a guest for our podcast is that ultimately, we see you as an educator and a protector of employees, and so we really appreciate you being here with us today.

Ryan: 2:58

Hey, thanks so much for having me, and what a flattering description. That's the way I think we all try to be, whether you're a workers' rights attorney like myself or one of the noble ethical HR reps that are out there just trying to do the right thing. Ultimately, our business is just trying to protect people, so thank you for having me on.

Mel: 3:15

Yeah, of course We'd love to hear your backstory. I know you've shared it online, but for some of our listeners who might not know or might not have seen you, what was your journey to becoming an employment attorney?

Ryan: 3:29

It's an unusual story and I hope it provides some comfort to anyone listening who thinks that they're on the wrong path. Maybe they're too old or they're afraid of making a change. It's never too late and you never make a mistake that can't be fixed. So my journey started really in my early 20s. I had dropped out of college at uc, santa barbara, and the reason I had dropped out was I had gone to college reluctantly in the first place. I didn't want to go to college. Being a lawyer was not on my radar. All I ever wanted to be male was a firefighter. That's the only thing I ever cared about was being a firefighter, and I was so obsessed with it that I was truly convinced that until I became a firefighter, my life just didn't matter. I was willing to sacrifice everything to get there. So I dropped out of UCSB. Fun fact when you drop out of a school, you're supposed to tell someone that you're leaving, apparently guess there's some paperwork involved that you should do.

Ryan: 4:28

Yeah, so I didn't do that, I just left you like irish to buy? Yes, yeah, and so here's the consequence of that, and it didn't bite me in the butt till about four and a half years later. I I got straight Fs that quarter because I just didn't show up. Funny thing about final exams is if you don't show up, you tend to fail. I was an idiot when I was 20 years old. Yeah.

Francesca: 4:52

So put a pin in that that came to bite me later.

Ryan: 4:59

So what had happened was that last semester, before I had dropped out, I had checked out entirely. One of the cruel ironies of living in Santa Barbara at the time was my apartment was right across the street from Santa Barbara County Fire Station 11. Every day I would see those big they're blue and white in Santa Barbara they're not red those blue and white trucks coming in and out. I thought, man, that's got to be me. I'm wasting time in college. What am I doing here? I'm wasting my life. I'm 20 years old. I'm running out of time. You always think you're so much older than you really are. So I'd started taking fire science courses online, got into an accelerated EMT program, got my EMT license, started volunteering with the San Diego County Fire Authority and as a reservist with the Valley Center Fire Protection District. I worked on an ambulance. I went to multiple trainings in fire academies, got hired with Cal Fire, and that was a four, four and a half year journey. And then 2014 was when I left.

Ryan: 5:55

So about 10 years ago is when I left the fire service, because sometime around year three of being a full-time firefighter that was how I made my money I realized I wasn't happy anymore. I realized that I had done really well in the fire service. I had a lot of fun, I enjoyed my work. I do miss it. I miss it dearly. And I was surrounded by bitter, angry, unhappy firefighters. People were there for the check and didn't care about firefighting they were. A lot of them were divorced, A lot of them were single and bitter about it. And then I was the new guy at the station, so some of them took it out on me. It was my first experience with a truly toxic, hostile work environment. Experience with a truly toxic, hostile work environment and it took some time. But it highlighted all the worst parts of firefighting the hard work, the early mornings, the time away from family and it really minimized the good parts the brotherhood, the service to community, the love of taking care of people. It just wasn't there.

Ryan: 6:58

While that was happening, I remember I went to this fire. I was walking up this hill with this captain. Captain was maybe 10 years, 15 years older than me, it's hard to say, but he wasn't that much older than me, but far ahead enough that I could see myself in him. We're hiking up this hill at a fire. The whole hike, Mel. All he did was complain about his bitch ex-wife. I'm doing air quotes right here His bitch ex-wife.

Mel: 7:23

Oh geez, Sounds lovely bitch ex -wife.

Ryan: 7:25

I'm doing air quotes right here. His bitch ex-wife oh geez, sounds lovely. Oh yeah, real happy fella, and he was just complaining about her. By the way, it was his second. He already screwed up one marriage and then he was on his way. It's just a mess. It's talking about how his kids don't appreciate him, they don't call and he pays this child support and he just couldn't wait to retire. My God, he was the most miserable man ever and he complained for maybe six hours.

Ryan: 7:44

I'm hiking up this hill on a hundred degree day. There's fire and all this guy's doing is complaining about how miserable he is. And I remember just looking at him and thinking, all right, I already started having some doubts because with fire, geographically you're limited. You can't move around a lot. It's really one job. You can do different things in the fire service, but I was just going to stay in the fire service. There wasn't as much variety. Then I had a bad station with bad dudes. I didn't have the brotherhood, I didn't have the friendship I was used to. There wasn't this joy of going and serving our community at that station. And then I'm sitting here looking at what I felt was a glimpse into my future If I didn't make a change and if you ever saw or read A Christmas Carol the Ghost of.

Ryan: 8:26

Christmas yes to Come it felt like that and I, oh my God, and I remember I got to the station and I was just like I got to make a change, I got to leave, I'm not going to be like that, captain. And I remember thinking I was so old. I was 24 and I was like I've ruined my life. I got one more shot at this, so I left. I finished my undergraduate degree, did that in about a year because I already had a bunch of credits, notwithstanding the failed semester. Now that did bite me.

Ryan: 8:51

When I went back, I was on academic probation because I was an at-risk student, because I had failed so many classes and I really had to work hard to bring my GPA up. But the dent in my GPA had consequences. I finished my undergrad, I applied to 13 law schools. I got into zero. I suspect that being on academic probation and having that dent in my GPA probably did not help.

Ryan: 9:18

When that happened, I spiraled into just depression. A mess, got an office job for a few months. I was trying to get into law schools. Nothing was working out. I took a landscaping job and I started driving for Uber to try to make ends meet. And then it wasn't until I was 27, maybe three years after I'd left the fire service long detour that one law school finally said yes, only one, only one law. To be clear to anyone who looks at me and says, oh my gosh, attorney Ryan, he's this famous lawyer, he owns a law firm, he's making all this money, he's just got it all figured out.

Ryan: 9:53

I really took a long, winding tour to get here and I bumped into a lot of dead ends and really, at 27, which many people listening at 27 may be considering law school Maybe they're thinking it's too late for you, absolutely not. At 27, I had maybe $30. Maybe I had an old Toyota Camry. I just felt like the biggest loser. I had pushed my friends away because I was so unhappy, I was lonely and finally one school said yes, and then I went to law school. I did well in law school. It really felt right right away. It was. It really felt right right away. It was one of the first experiences I had where making friends was easy.

Mel: 10:30

Yeah.

Ryan: 10:31

And that was my first sign that I was in the right place Graduated, did very well in law school. I opened my practice Centurion Trial Attorneys right when I graduated and the rest is history. Now we're 10 teammates strong at this practice. We fight for workers' rights every day. I put information out online to educate people about their rights. I only represent clients in California, but I try to make content for all 50 states because everyone deserves to know about their rights at work.

Ryan: 10:58

And yeah, that's how I got here. And I want to really emphasize how messy my road was, how many low points there were, how the complete lack of a master plan. Yeah, there was no master plan. There was just a guy who realized he was unhappy, tried making changes, failed epically over and over again until finally the stars aligned and was there some luck and some privilege involved? Absolutely, but what I share with people is if you keep pushing, there's no guarantee things are going to work out. I wish there was, but there's not. We live in the real world. But if you quit, then it's guaranteed it's not going to work out. So that's how I got here and I know it was a long story, but I hope someone is listening who's going through something similar and says you know what Attorney Ryan looks like he's doing? Okay, sounds like he went through something similar. I went through. I'll just keep pushing. I hope that's what people take away.

Mel: 11:52

I hope so too. I think it's an excellent story and it's real. I think more people have an experience like yours than not, and it doesn't get discussed enough, francesca, and I talk about this all the time, how it's bullshit that at 18, you're supposed to know what you're, what you want to do with your life, and have it all figured out, and it's unrealistic. And I appreciate the detour that you took us on because I think that's an important story to tell and I hope it inspires others yeah.

Ryan: 12:19

Yeah, it's tough going through that, especially being 18, 19, 20, heck, even at 27, which is when I got into a law school and then started at 28. I think part of what made everything so hard figuring out what I wanted to do was I didn't know who I was. I didn't know who I was. I knew things I liked doing, but I hadn't figured out, fundamentally, what is it that is important to me, about my values, about my goals, about the things that I prioritize?

Mel: 12:50

Yeah, what would you say are the core values that led you to becoming? Specifically, there's a lot of different areas that you could have went into for practice. What were the values that led you to employment law?

Ryan: 13:02

Empathy, being a working class guy who had to work very hard for my money and frankly, the money I made wasn't great Understanding that the amount of money a person earns is not at all a reflection of their value as a human being, it's not a reflection of their intelligence and it damn sure is not a reflection of how hard they work, because the hardest working people you'll ever meet get paid in peanuts. I mean so empathy, being in those people's shoes and understanding what it feels like to fight so hard to make ends meet and then some dipshit boss wants to fire you because, god forbid, you're having a kid and you need some time off to take care of that kid. God forbid, your knee gets hurt working and you need an accommodation to recover and they want to cut your hours.

Mel: 13:50

Fuck that, sorry, but you can share on this podcast. Oh, thank God, we are not.

Francesca: 13:57

We have a warning label. Oh, good yeah.

Ryan: 14:00

Yeah, empathy for sure. I think it's very hard to be a good, true workers' rights lawyer if you don't really understand what it means to be working class California that, frankly, I did not know existed. I had been told my whole life. You're in the greatest country on earth. Even the poorest in America is better off than some of the just average people in other countries. I am telling you from experience there are parts of this country where there is no material difference in quality of life between that person here in the United States and someone in where you might imagine people are so wrong about foreign countries. What you might imagine.

Ryan: 14:46

Life in Baghdad is like the violence, the uncertainty. We don't have the Taliban or Al Qaeda out here, but we have gangs, and we have gangs that visit people's homes and extract money and services from them against their will. We have a severe lack of basic resources and basic services for people. So part of what changed me was just observing those things.

Ryan: 15:08

As a firefighter I realized, look, america has potential to be the greatest country on earth, but we're not. We leave a lot of people behind and it's not because they're lazy, it's not because they're mooching off the government, it's because they got dealt a really bad hand and they were not given any viable path out of that hand. Where is this all going? This is part of why I think that pushed me into being a workers' rights lawyer, because people who go to work, they're there because they're trying to earn an honest living, they're trying to be somewhere better than they are right now, and they're doing it with their work. The very least they're entitled to is to be paid for all hours work, be paid a decent, livable wage, not get groped by your boss while you're at work, not get assaulted with racial slurs, just having some decency at work. So all of those factors together, mel and Francesca, they conspired to make me the very loudmouthed workers' right advocate. You see today, we're very glad to see it.

Francesca: 16:16

Employment law Give us the third grade definition of what the hell is it?

Ryan: 16:26

So employment law is actually a very broad umbrella and we can broadly think of it as the relationship between employers and employees. Now it breaks off into many subdivisions after that. So we start at the top, the relationship between employer and employee. The next two umbrellas in employment law it's employer side and employee side. Just roughly we can think of it this way On employer side you're going to see the big defense firms Ogletree, deacons, jackson, lewis, gordon, reese, fisher, phillips. These are all big law firms, big, huge corporate law firms that are similar to what you might see on suits. Suits is not an accurate representation of what law firms look like, but it's not yeah.

Ryan: 17:05

I know, but if but to the lay person who's thinking oh, big, fancy corporate office like those big defense firms call on that and their job is they defend those employers against lawsuits, whether they be big wage and hour class actions, discrimination claims. Basically they fight people like me. They also assist with things like compliance and labor relations. They might assist with negotiation between an employer and a union or just complying with different labor codes in different states. So that's one side. The other side is the employee side, the worker's right side, as I like to say. That's my side, okay, that's my side, okay. And our job is we make sure that the employer is treating the employee in a legal and ethical manner, paid the appropriate wages, be free from discrimination, free from harassment, free from unsafe and toxic work conditions, be compensated for injuries sustained on the job.

Ryan: 18:11

That's the side I work on, that big umbrella of employment law. It's a very big umbrella and I'm not here to say that one side is better than the other. Obviously, I'm very biased in favor of workers. I'm not a judge. It is not my job to be neutral. It is my job to stand up for the team I chose and I chose the workers' rights team. But the other side, the defense team, they do important work, they do compliance and they help. Employers ideally have good work practices. Now, unfortunately, I meet the other side in court where they are fighting me, so they feel like the bad guys most of the time and I definitely have popped off on some opposing counsels before. But anyway, those are the two big realms.

Francesca: 18:51

In addition to the folks that are your big, mega firms that are representing employers, do companies actually have internal lawyers as well?

Ryan: 18:59

Yeah, they'll have in-house and corporate counsel. Now the kinds of defense side lawyers I come up against a lot of variety. Now the big firms I see most often the ones I listed before, the big law firms I see most often. You'll also see some smaller boutique firms. Frankly, on a case-by-case basis we do defense work too. If the employer is aligned with us ethically and it's a good case, we will defend them. So smaller firms happen Occasionally. We'll go up against their internal counsel, their corporate counsel, but by the time we start filing lawsuits they refer that out to a real litigation firm. Oh, interesting.

Francesca: 19:37

Yeah.

Ryan: 19:38

Yeah, your in-house counsel, you can see, is like a general practitioner or maybe your primary care physician, and the minute things go to litigation, a lot of times they'll say, ok, I'm going to refer you out to the litigation people.

Francesca: 19:51

OK, it's been interesting sitting in HR for as long as Mel and I have been in it. Right, we've seen things like anti-sexual harassment coming out. Anti-bullying Right, you're seeing things like pay transparency coming up. Do you see it changing? Do you see this becoming more towards the workers' rights angle? Do you see this evolving? Yeah, you're shaking your head. I like tell me what the next like couple of years looks like.

Ryan: 20:12

It's so tough, francesca, it is such a mixed bag right now, and I struggle here because I don't want to be hyper-partisan, but something really funky is in the air these days. And hyper-partisan, but something really funky is in the air these days, and it may be because it's an election year, it may be because Donald is trying to come to power again. There's a lot of things going on. What has happened in the past four or five years is we are seeing very clear friction between employers and employees. Employers did not take care of their people during the COVID pandemic. They laid everyone off at the first sign of trouble. They overburdened who was left, did not give them the pay raises they need. They denied people sick leave when they got sick with COVID, they didn't treat people with any sense of dignity if a family member was sick or passed from it, and people are still bitter about it. Also, let's not forget that these companies shut offices down, sent everyone home, had them work from home, and we realized for the first time oh my God, I can get all this done here at home. I don't have to burn money and time with a commute, I don't have to take time away from my family. I can go to the doctor and take care of my health and still get all my work done. And now the employers are punishing remote employees for a decision the employer made four years ago. Mind you, they're punishing you for their choices With these return to office mandates, dell computers got into some trouble because now they're saying that you can stay remote if you want, but you won't be considered for a promotion for a promotion. And it makes you ask what's the whole point of coming to the office, when Dell's own CEO said three years ago that if you are depending on return to office mandates for office culture, you're doing something wrong. Complete 180.

Ryan: 21:53

So where does this all lead us? We have this friction between employer and employee. Because of events of the past four years, people are really reconsidering their relationship with work. Yeah, on top of that, we have a very active and very disjointed Republican Party which control about half of our state's legislatures.

Ryan: 22:15

And somehow, some way in the Trump campaign and the MAGA movement and the Republican Party, workers' rights became woke, and woke became this buzzword to galvanize voters in an election year. And so we are seeing we saw it in Georgia, we're seeing it in Florida, we saw it in Indiana, republican-controlled state legislatures stripping away workers' protections, particularly in the area of child labor. Why are we making it so? 14, 15, 16-year-olds can be required to work with dangerous machines, required to work overtime, required to work during school hours. So please pressure your representatives if that's what's happening in your state. The other thing we're seeing we saw an attempt at it in Florida I don't know if it's successful yet and we saw a successful attempt in Texas to bar ban, preempt, prevent municipal level and county level governments from enacting meal, rest and heat protections for workers. So unreal.

Ryan: 23:16

Yeah. And then we look at Missouri, looking at eliminating all taxes for corporations when one in seven people from Missouri live at or below the poverty line. What the hell are reducing those taxes going to do except hurt workers? We have a patchwork of values in this country and it's really tough right now as a workers' rights lawyer, to see the places where we are losing ground, primarily in red states. And it's frustrating because when you think of the average Republican voter, I think of a working class blue collar person and I don't understand how the Republican party has twisted itself in the past few years to where suddenly, workers protections are the enemy. Now that was a long route. You're saying where are things going? And I apologize for the partisanship here, but we have to call a spade. And if that's your party of choice, I'm begging you call your representatives and tell them look, not everything that corporate donors want you to do is a good idea. Stripping child labor protections there's really no excuse for that shit. Vetoing a minimum wage increase in your state because you say it's not needed Go fuck yourself.

Ryan: 24:30

We have states where workers' rights are gaining ground. California is looking at adopting I call it the Portugal rule, where they're talking about protections, where you don't have to answer your employer's calls and emails after working hours, where we have the new minimum wage law for fast food workers and, yes, it's controversial. Was there some funny business with that? Let me dial it back. This was an interesting one. So California enacted a $20 an hour minimum wage for fast food employees Now, not all fast food employees, only fast food employees of major, major brands with 60 or more locations. So that eliminates a fairly successful mom and pop. If you have Mel's Diner and you've got five locations, you don't have to pay 20 bucks an hour. Okay, funny business with that one. For some reason, panera Bread was exempted and then it came out that Panera Bread made some donations to Governor Gavin Newsom's campaign, so everyone's pretty pissed off about that.

Ryan: 25:26

And then, of course, the companies did what we expected they would do. They raised prices and it's a problem because companies were cranking up prices on anyone before the increase and it's not like they're just breaking even. We're not talking about Mel's Diner with five locations, we're talking Kentucky Fried Chicken, burger King, big companies here. Their profit margins are fine, they can afford to pay better wages to workers, but they're looking at their quarterly earnings report and they want to make sure their margins go up every quarter. So they're going to raise prices no matter what. But the minimum wage increase gave them an excuse to say see, we told you all along, enacting workers' rights protections hurts the economy. It's bad for business.

Ryan: 26:09

Francesca, that was a very long-winded way of saying what's going on with workers' rights in this country right now. It is the most active battlefield we have seen since 1933. We are very much in early New Deal territory and workers' rights advocates like myself are getting very fired up because we think that the results of this election, which political party and which ideology gets to control legislative activity for the next four or five, six years, is going to be very important. What I do is fundamentally political, and which political party controls the legislature, be it federal or in your state, has a huge impact on what kind of worker protections we have and how effective our agencies, who we entrust with enforcing those protections, are going to be. So I do get a lot of people who get upset. They say, ryan, why are you always talking politics, it's. What do you think the point of politics is? And, as a workers' rights lawyer, rights don't come from thin air. They come from laws that we put down on books.

Francesca: 27:14

Yeah, yeah, it makes absolute sense.

Ryan: 27:17

It makes absolute sense. Yeah.

Mel: 27:24

And there's a lot of just shit happening in this space, like the child labor thing killed me when we covered it a few months ago. We read a 15-year-old lost his arm right recently and they found him working in a slaughterhouse. It's just killed me. Yeah, all these stories.

Ryan: 27:35

The poultry and butchering industries are notorious for this. I'm not going to name any specific companies for reasons obvious.

Ryan: 27:42

Right, of course. But yeah, we do see a lot of child labor violations in the poultry and butchering and meatpacking industries. A lot of them are immigrant children, a lot of them are children without documentation and it's such a shame that it's been so politicized. My opponents truly think it doesn't matter, because those kids are not white, they weren't born here. They quote unquote shouldn't be here in the first place. This angry, vengeful idea of putting people into different buckets, of who deserves more protections for all human beings, right. So anyway, yeah, it's tough right now, but I don't want to be doom and gloom. I hope people are a little outraged because that might motivate you to research your candidates and before just knee jerking on a party line oh, this person's a Democrat. They must be about workers' rights. Do research the candidates you're voting for and what job they are going to do. You know, don't be putting people in power who say they care about workers' rights but behind closed doors they're accepting lobby money from Panera. Yeah exactly.

Ryan: 28:49

You want to make sure? Yeah, from Panera, exactly yeah. But also do take hope. There are people working very hard to fight back. I'm not the only workers' rights lawyer in the country. I'm one of a very wide network of workers' rights lawyers. There are thousands of us and we are working very hard to stand up for workers. The ACLU is standing up, for workers' rights and civil rights go hand in hand. There are politicians who are brave and speak up and push back, and then on top of that, we have advocacy groups, the side of standing up for people who are just trying to pay their rent, pay their groceries, pay their medical bills and have some left over to take their family to Chili's on a Friday night. We have a strong alliance of people fighting for those people.

Mel: 29:44

Getting down to the employee and the day-to-day shots you're at work. What are three things everyone should be doing as an employee?

Ryan: 29:53

There's a few things that come to mind. The first is I tell people, just because you're an employee doesn't mean you're not an entrepreneur in some way. All of us are self-employed truly we all are. Now it may be you only have one client and that client is your employer. And what do you sell them? Your time, your expertise and your labor. You should be tracking your hours at work. You should be tracking the duties and the tasks you complete at work. Don't just show up and go into automaton mode. And the reason this is so important is because, as a lawyer, I track my time, the I don't bill my clients for my time. We're contingency, but I build the insurance and the employer and all that for my time. I get paid from them, but I have to track the work I do. Why would you do any different as an employee? Track your hours, track the tasks you are doing and do a quarterly audit, check in and be like, hey, my duties are growing, but my pay is staying the same. That's going to give you an opportunity to talk to your client, your employer, and say, hey, my duties have grown here I can show you, because I tracked it. I would like a raise that is commensurate with the extra duties I am doing, you know. So that's the first tip Track your time, track your duties and remember that, fundamentally, we're all self-employed and you need to get paid appropriately for your work.

Ryan: 31:13

The second one if you have a problem at work, do a report in writing. One of the biggest mistakes I made in the fire service is I did have a back injury at an incident and everyone told me that if you admit that you were hurt, if anyone knows that you're weak, you're soft, you're going to lose your job. You're going to lose your job and there's going to be nothing you can do. Those people were not lawyers and they did not have my best interest at heart. I wish I had reported it. We do have protections. I would have gotten the medical care I needed and my back would probably be in better shape now than it is.

Ryan: 31:45

So when something happens, you are touched in a way you don't like being touched. You are threatened, you are treated with disrespect and you suspect the reason was because you are a woman, because you are gay, because you were born in Lebanon, because you are an immigrant, because you are pregnant. If you suspect you're being bullied for those kind of reasons. Report it, but do it in writing and keep a copy for yourself. Never report a work, injury or suspected harassment over the phone or face to face, and don't trust it on a company server, because I promise they're going to delete it the minute they get the chance. Report it in writing, keep a copy for yourself. That's your second tip. Your third tip is more emotional. There's a story I like telling people, if you'll indulge me.

Ryan: 32:32

There was this fantastic violinist he's still around Joshua Bell. He's the LeBron James of violin. Basically, he is the guy. Child prodigy premiered at Carnegie Hall at 17 years old, won all of these awards. He performed at the White House. He performed with Hans Zimmer. His music has been featured in Hollywood blockbusters like Angels and Demons with Tom Hanks. He's a big deal and if you want to go to one of his concerts you better be ready to whip out a huge amount of money for a ticket. He's a big deal.

Ryan: 33:02

The Washington Post in 2007, 2008, wanted to do a social experiment. They thought what if we took this extraordinary, world-class prodigy musician and took him out of these golden highfalutin opera houses and put him in a DC metro subway? What would happen Now? The theory was that it would just grind the whole place to a halt to put this legendary musician there. They were really curious, so they filmed him for 45 minutes. He put on a little disguise, put on a little baseball cap and a light jacket and he played for 45 minutes. Here's what happened.

Ryan: 33:39

No one gave a flying fuck about this guy in that Metro. It was sad. A thousand people passed by Seven. Seven stopped to listen to the music. Of the seven, only one even recognized to the music of the seven. Only one even recognized him. Only one person said holy shit, that's Joshua Bell.

Ryan: 33:55

Everyone else just thought oh hey, a guy playing violin, that's nice. Must be a tough time for him. We'll tip him some money. By the way, he made $54 in tips down there. For a guy who's used to making 80,000 bucks a night, that's not very good. This guy was a pretty high ticket performer. What's the lesson here? The lesson is no matter how extraordinary you are, no matter how talented or worthy or wonderful, if you are in the wrong place, you will be treated as ordinary, invisible or even disposable. I hope you all know that j Bell didn't leave that DC Metro station thinking, wow, I'm a loser, no one cares about my music. I'm only worth $54. I didn't define him. He knew who he was. It was just an experiment. The point is you can never allow the way a toxic work environment or a manager or the rate you are being paid to affect the way you view yourself. You wouldn't judge a fish by its ability to climb a tree. You should never judge yourself or your worth by the way a workplace treats you.

Francesca: 34:55

One more time for the cheap seats in the back.

Ryan: 34:59

Never judge yourself by the way a workplace treats you, because, I'll say it one more time, no matter how wonderful you are, if you're in the wrong place, you're going to be treated like you're ordinary disposable, invisible. We see it that was my journey in.

Francesca: 35:09

If you're in the wrong place, you're going to be treated like you're ordinary disposable, invisible.

Ryan: 35:11

We see it. That was my journey in the fire service and I want to be very clear. I made great, dear friends in the fire service. I still keep in touch with many of them and most of my career was great. I ended up in one bad firehouse with bad leadership and bad coworkers. It was a bad mix of people and that was my DC metro station. That station I really took it personally. There was a time in that station where my stomach hurt all the time and I thought am I a bad firefighter? Am I not a man? Am I not a good person? Am I not worthy of friendship and brotherhood? Am I really only worth 1650 an hour? That's what I was paid. By the way, as a firefighter, is that really all I'm worth? I let it affect me. By the way, as a firefighter, is that really all I'm worth? I let it affect me. But now I can look back and say, yeah, I was just in the wrong place.

Mel: 35:55

It's a great message and a good reminder for everybody. Like, your environment will make or break you, and you've got to choose to not let it break you if it's the wrong place.

Ryan: 36:04

Yeah, and there's a million reasons not to leave. I hear it all the time. People say oh, you're coming from a point of privilege, Ryan. People need their money. It's not so easy just to leave. What you're saying is easier said than done. I've even had people get mad and say what you're telling people to do is dangerous. It's like a toxic workplace will kill you faster than smoking will. And, yes, it is harder to leave than to stay. It is easier said than done. What's your alternative? You can take the advice or not. If you're in a bad place, make a change and maybe it'll work out. But if you stay where you are, it's just going to get worse.

Francesca: 36:40

I think it takes a lot of people saying that message around this is not acceptable. Move and you have options, you don't need to stay. That messaging is relatively recent and I think a lot of it really is, and there are many times we've talked about toxic work environment. We get the same feedback around. You're coming from a place of privilege. People need to work. Believe me, I get that, mel gets that, but I've had jobs that have literally almost destroyed me.

Francesca: 37:07

Destroyed me, yeah, I think a lot of people have. So I'm like, the more we can be like, not acceptable. If you're in a train station, get yourself to your Carnegie Hall.

Ryan: 37:18

I like that. I'm going to steal that. We're being recorded so I guess I can't. We'll send you the clip.

Francesca: 37:26

It is documented. No but right.

Ryan: 37:29

I love that, Francesca. I know I'm the one being interviewed, but I'm really curious Is there a specific work environment that you recall where you thought, wow, this is destroying my health?

Francesca: 37:39

Yes.

Ryan: 37:40

What was it?

Francesca: 37:41

It was a work environment where I felt I was getting sabotaged. It was pretty clear that they did not want me there.

Ryan: 37:48

I had that with the guy, but God, he was the worst guy in the world, man, and he would do that to the sabotage thing, and this is part of the many things that pushed me out. He would play pranks on me that were beyond not funny because they put me in jeopardy. He liked to hide my radio or turn off my radio, and the reason he would do that is because he wanted to make it look like I was not responsible, not responding to calls, not paying attention to things. He wanted to make me look bad. He would hide keys to things. I would stock the engine with stuff and he would remove it and then go tell the captain oh, steiger's not doing his stuff. But that was all stuff that could have gotten me seriously injured or killed.

Ryan: 38:25

But why do you think you got singled out, Francesca?

Francesca: 38:28

Because I'm an asshole. Yeah, I just look at your face and I say asshole.

Ryan: 38:33

You've got a punchable face yeah, I'm kidding.

Francesca: 38:37

I typically get brought into orgs to make big change and people don't like that.

Ryan: 38:42

You do not being the change agent. You're going to be a lightning rod for controversy. Everyone's reasons will be different. I know the reasons he targeted me is I think he had some mental health issues. He was a deeply troubled man. He had a relationship and badly his dog had died. He was just really unhappy. But on top of that, I think, he was mentally unstable. He hazed a firefighter and that firefighter ended up dying a few years it was maybe four or five years after I had left. Basically, they were training in the heat. This guy was exhibiting signs of heat illness and he just kept pushing him and saying you keep going, you need to push harder, not a leader. So why was I targeted by this guy? He just saw someone who was lower ranked than him, didn't have as much pull and he could take out his aggressive, sadistic Tendencies on me.

Ryan: 39:32

What's the point of that story? Two points, really. The first is you cannot take it personal. I think that's been a theme for the past 20 minutes here. It wasn't because I was not tough enough to be a firefighter. It wasn't because I was a bad person. It was because this was a sick individual who just saw a convenient target the new guy. That's the only reason it was happening to me, but back then I took it personal. That's the first lesson. The second lesson is you have to make a change.

Francesca: 40:00

Yeah, when you look at any kind of organization whether it's a corporation, government agency, political academia. We see this in academia, the woman that just died by suicide because she was allegedly getting bullied by her president bullying in academia is rent.

Ryan: 40:14

I do a lot of consultations academia universities. They might be number one, tied with hospitals, for bullying I, I fucking believe it.

Ryan: 40:23

I believe it, especially when you get people in there that are tenured I don't know what the policy effects of removing tenure would be, but it would probably help with the bullying situation Because I got to tell you every week I see maybe three or four. We're a very high volume practice. We get 200 to 250 inquiries a day, people seeking help. It's a tough time to be working class in the United States. It's a tough time where it affects people's self-esteem. It's another thing where it's easier said than done. Oh, just don't take it personally. Wow, I never thought of that. Thank you, great tip. Just don't let it bother me. Never thought of that.

Ryan: 40:59

Part of the reason it bothers people so much is the powerlessness. As human beings we like to think we have agency, some control over our lives, we have some dignity that we can live with. And in the workplace, when your paycheck and your reputation are on the line and there's a hierarchy where someone can kick you and you're not allowed to kick back, that fucks with your head. But yeah, that's why it's so hard for people, because what do you do when you're getting pushed and you can't push back? Yeah, push back.

Francesca: 41:34

I am curious about those people that they're experiencing something at work. They're documenting it and from an employment law perspective, I feel like I'm getting ex-bullied, sexually harassed, whatever. How do I move through that?

Ryan: 41:47

Oh man, that opens up a few things. So let's first start with bullying. Like I said before, bullying by itself is not illegal. It becomes illegal when the bullying yeah, we're going to see there's various initiatives for that. That could be a whole other podcast episode, because where is the line between hey, my boss told me to do my job at my job and I'm?

Ryan: 42:06

just a dickhead and I don't like being bossed around. Or hey, my boss is actually a predator and I need help. Where is that line? It's tough when you deal with subjective things like what is bullying. Fortunately we have an objective measure. That is illegal and that's a hostile work environment. It's not the same as bullying. A hostile work environment is severe or pervasive abuse directed at you because of a protected activity or a protected characteristic. Severe legal definition.

Ryan: 42:35

It's so outrageous it has no place in civil society. Twisting a subordinate's nipple outrageous has no place in civil society. Calling someone the n-word outrageous has no place in civil society. Or it can be pervasive. Doesn't have to be some crazy earth-shattering moment like having your nipple twisted. It can be something more subtle that happens over a long period of time. That's pervasive.

Ryan: 42:58

Great examples I've seen are managers staring at an assistant's breasts and, over and over, just cannot look at anything but her breasts, checking out her butt, you know, eyeing her up and down, making her feel really uncomfortable. She speaks up and he says it's a compliment You're beautiful. Did he touch her? No, are any of those instances by themselves so outrageous? They have no place in civil society? Depends on who you ask. But if we did a poll, it would probably skew towards no. This is just rude behavior, but it happened over a long period of time. So well, this is just rude behavior, but it happened over a long period of time, so it became a hostile work environment. What do those things all have in common?

Ryan: 43:36

The abuse is motivated by a protected activity or a protected characteristic. If someone is physically touching you at work, it doesn't matter if they're sexually attracted to you, it doesn't matter if they're the same sex, it doesn't matter if they were just joking. We can typically call that some form of sexual harassment. Hands off your nipples, don't stare at my butt. This is sexual harassment. N-word Obviously not okay. You would think it would go away in 2024. It's not. I have a case where I'm dealing with it right now, motivated by your race. Now here's the other thing the abuser. It's still illegal if they're wrong. I've seen this happen a few times. I've had a client where they thought she was Asian. She was not Asian, she was white. But they would just make a lot of. I can't say what they said on here. It's messed up, but they would make a lot of Asian jokes to her that were not funny, not cool. She wasn't even Asian, but it's still valid because they're attacking her on the you are.

Ryan: 44:42

There's a rumor that men are not protected under these laws. You are, your race, your gender, all those things are protected, even if they're perceived Now that's a hostile work environment. We took a long detour. That is illegal. Being targeted for those reasons is illegal. Now what do you do? You cannot hold your employer liable legally, financially, for harassment retaliation, legally, financially, for harassment retaliation, discrimination if they do not know or have reason to know that the abuse is occurring. So if you're being targeted by a coworker, a peer, someone at your level, until you make a report, there's no liability on the company's side in most situations. Now if the person attacking you is a manager with hiring and firing power, in many states the liability is automatic, but still you're going to need to make some kind of report to make it stick.

Ryan: 45:27

Hr treat them like you would treat the police. Don't be engaging in unsolicited chit chat with them, don't I'm telling you as a lawyer don't go up to cop cars and start talking about your day. Every police interaction is potentially dangerous, even if you are innocent. Okay, don't be going up to HR and telling them about all your issues. They are not your school counselor. They are not your therapist. They're not your buddy. They're definitely not your lawyer. They are there to be a conduit for workplace disputes and keep them under control. So the business functions and when lawsuits start to fly, they're there to protect the company from you.

Ryan: 46:08

Even the most kindest, caring, most empathetic, wonderful HR rep ultimately works for the company and it's not their job to tell you how to win a lawsuit against their boss. It's not their job and it's not fair to ask them to do that anyway. But if you do not communicate with them, the employer can simply say we had no idea this person was twisting your nipples. We had no idea this person was making Asian hate jokes at you. We have no idea. And so you don't win any compensation or any justice for that. So you've got to report to HR. Keep your communications objective, neutral, professional, on point. Do not burden HR with long-winded just every problem under the sun. Keep it short. Hi Mel, I am writing the report. Harassment I am experiencing from my supervisor, john Smith. On April 5th at 4 or 5 PM he told me I have beautiful Oriental eyes and slapped my butt. What can the company do to protect me in this situation. I like that sentence.

Francesca: 47:00

What can the company do to protect me in this situation? I like that sentence. What can the company do to protect me in this situation?

Ryan: 47:04

Yeah, those facts come from a real case. It's insane. It's insane, I get. I do get told sometimes not a lot that people think I am unneeded, like they're. Like what does an employment lawyer even do? It's 2024. This stuff doesn't happen, I am telling you. A person looked at my client, said you have beautiful Oriental eyes and touched her butt. They really think that there's no consequences for shit. It's in the stuff. I see will make your head pop it's all that lead paint it might be in all fairness.

Ryan: 47:33

Our parents are full of lead and asbestos. We're full of microplastics there you go got their problems but yeah, we talked about hr, we talked about that and then, yeah, the, the reporting is key and when you make that report, keep it short or objective. The script I offered works just fine. Save a copy for yourself.

Francesca: 47:48

Save a copy for yourself. Documentation all day, every day. They will delete it.

Ryan: 47:51

They're not supposed to. It's spoliation, I know it. Oh, this lawyer doesn't know what he's talking about. That's illegal to destroy evidence.

Mel: 48:04

Yeah, no shit. Anyway, it's illegal to break the speed limit. Did that on the way here. When should people reach out to a lawyer? When's the right time?

Ryan: 48:10

It depends on a few situations. Here's how workers' rights lawyers like myself work. Now, it's a unique specialty. It's not like personal injury, where all consultations are free. Different employment lawyers might charge fees for the consultation, but you don't have to go to the only employment lawyer you find. You can call multiple offices and some will give you a free case evaluation. We do free case evaluations at my office. Now you can't take an hour of my time for free, but we'll take a look and we'll let you know if we see something. It doesn't hurt to ask. It doesn't hurt to ask hey, do I have a case here? Hurt to ask. It doesn't hurt to ask, hey, do I have a case here? Now, if you need advice because you're in a tricky situation good one I see very often is you want to take FMLA leave, you have a baby coming and you're not sure what your rights are and your employer is acting funny about it Talk to an employment lawyer because in a lot of those cases we'll give you 30, 40 minutes of advice for free. We'll say look, these are your rights. Here's how we recommend you. Talk to them and if they retaliate, if things get worse, come on back. We'll sign you.

Ryan: 49:08

So when is the right time? I don't think it's ever too early, because what's the consequence If you're getting a free case evaluation? Worst they say is, hey, we're not going to sign. You Talk to a couple other lawyers to be sure. If things are really bad and a lawyer wants 150, 200 bucks, you're going to have to weigh whether that's worth it. But there's also offices like mine where if we see writing on the wall we'll be like look, we know that if this gets worse you'll come to us to sign as a client, so we'll give you free advice until you need it. So anyway, that was a very unhelpful lawyerly response. I could have just said it depends.

Francesca: 49:42

It depends, I was going to it depends, it depends. It answers everything.

Mel: 49:47

No, I think it's good. It's good because it's just have the consultation.

Ryan: 49:50

If you're uncertain, have the consultation, have the conversation and employment lawyers, workers' rights lawyers as I like to say, we're really accessible to people. The majority of my clients are unemployed people. The majority of my clients are unemployed no figure, wrongful termination, uh. Another big majority are low income minimum wage, just above minimum wage. There's this small segment of people. Hop in my comments, be like oh, don't listen to this guy. He just wants you to sue your employer even though he knows you won't win, because he wants your money. That is not how it works. I don't get paid unless we win, and and I only get a percentage of what we win. So it's not like I'm going to take the first low ball they throw at you. My job is to get maximum justice for you.

Mel: 50:31

When I was a paralegal, I used to help with a lot of disability cases and I was like oh yeah, we didn't charge people, it was a percentage. It was some random like 33.33.

Ryan: 50:39

Yeah, that's how we are. At my office it's 33.3 for most cases. It varies actually. So, the most common is 33.3. Workers' comp it's like 15. Yeah, class action, it's 25. Trial like the big show 40. Yep, that makes sense and some people get mad and they're like how can you charge so much money?

Mel: 51:00

It's time effort research the courts are accessible to everyone.

Ryan: 51:04

You can represent yourself and see how it goes. It's not like we don't bring any value to the table here and the client always walks away with the lion's share of recovery anyway.

Mel: 51:14

Yeah absolutely and.

Ryan: 51:14

I'm not trying to say that we're the best people in the world, but we front all the expenses. I have one case man. I put 15K into it before we even filed because I got expert witness reports and investigations, all that stuff. It makes justice accessible because for that client where it was $15,000 of prep work just to file it's a really unique case where we needed some expert opinions and some investigation before we got in. She couldn't afford that.

Ryan: 51:39

She couldn't even afford the $435 filing fee. That's what it costs to file in California Superior Court. Anyway, she couldn't afford that, certainly couldn't afford these experts. So by saying, hey, I'll take your case on contingency, yes, I'm going to take a percentage, yes, it's a big percentage, but all the way up along you've got a world-class law firm with very experienced attorneys in your corner and we're paying all the expenses for you. All in the way.

Mel: 52:03

Yeah, the risk. You're taking out a lot of the risk up front, plus this is your wheelhouse, yeah, and if we lose that case, she's not getting a bill.

Ryan: 52:10

I just eat that cost. Right, you eat the cost. You're taking on the whole risk, yeah.

Mel: 52:14

I think people need to know that, because it's not a greedy business.

Ryan: 52:17

And the TLDR of the thing is justice. Justice is accessible. You don't worry about the cost. Talk to a few different lawyers and if all of them want a fee up front, if none of them seem like they want your case, it may be possible that what happened to you was unfair, but maybe not legally actionable.

Mel: 52:35

Yeah, that's a good call out. Yeah, something to look out for. What are some signs? You just called out one thing If they're trying to get all of those fees up front, obviously your case might not be as strong as possible. It's an orange flag.

Ryan: 52:52

Yeah, are there red flags people should look out for? Yeah, if no attorney wants your case, it's because you may not have a case, but if no lawyer wants your case, there's a reason. Yeah, and it's not that you're a bad person. It's not that you did anything wrong. It's that the United States and the global sphere of industrialized quote unquote advanced economies has some of the weakest worker protections of any country who we would consider a peer. There's just there's some things that are unfair. They are objectively wrong what happened to you but not legally actionable.

Mel: 53:33

We have something that we like to call rapid round.

Ryan: 53:35

I'm down to clown, let's do it.

Mel: 53:37

All right, let's do it. What is your funniest case?

Ryan: 53:42

My funniest case. Oh man, you know, by its nature what I do is not particularly funny. I will say oh my God. It is funny to me when married men hit on my clients and they think that because they deleted the text messages on their phone that the text messages are gone. They are not gone, we have them. It is very funny to me when we get into a deposition and read text messages aloud, oh, from married late 40s, early 50s, 60 year old men texting my 20 something year old clients of all the things they'd like to do, and then, after they're done reading that and just say Mr Johnson, are you married?

Francesca: 54:26

Yeah, oh, my God.

Ryan: 54:30

Do you have a? Do you have a good?

Francesca: 54:31

referrals for a divorce attorney. Yeah, I do.

Ryan: 54:34

I do, I do. I say hey, yeah, yeah, I got it. Why is it funny to me? You're a pervert. You're picking on my client. I don't care about you. You can explain to the missus why you're going to a deposition today.

Mel: 54:49

Gosh, a friend of mine, worked for, and when she showed up to his house to drop some stuff off at his house, this old perv opened up the door naked, completely naked, telling her she needed to carry this thing in. So she had no choice but to come in. And he's just standing there talking to her naked for 15 minutes.

Ryan: 55:13

Yeah, I'd have gotten her a bag for that.

Francesca: 55:15

Let me get this straight If someone shows you their junk, you automatically have a case right.

Ryan: 55:19

Yes, yeah, it would depend on a few things A situation where I could see it not being a case Again. Every situation is different. Your co-workers Francesca, billy from accounting comes to you and says, francesca, I want to take you out on a date. You say, why not? I got nothing else going on. You go on the date with Billy. He's your co-worker, not your boss. During the date, he whips it out and you say, okay, that was weird. I'm never going to talk to you again. Uh, that may not be legally actionable by itself. You went on a date outside working hours. He was a co-worker. It happened one time. Especially if the company fires him or disciplines for him, I wouldn't start, you know, running up a credit card bill, thinking you're getting a settlement for that okay.

Francesca: 55:59

so if someone shows you their junk during working hours, oh, okay.

Ryan: 56:05

Where these cases get complicated and I've seen a few of them is when something happens outside the workplace. Now, if it's a manager, there's going to be this big legal fight of if they were acting within their capacity as a manager. Workplace retreats are crazy.

Ryan: 56:18

Oh geez, yeah Workplace retreats, everyone reverts to being a 16-year-old at summer camp. They think it's cute to sneak into people's beds naked and stuff. It's just the. It is shocking to me. Being an employment lawyer. I have come to the conclusion that there's no such thing as a grownup. It's a fantasy, it's a convenient fiction, this idea of adults and grownups that we have made in our heads. They are not real. We are nothing but a bunch of preteens and teens running around with bodies that are getting a little wrinkly. That's it. There's no grownups out there.

Mel: 56:49

I tell Franchoff the story all the time. When I was an intern here in the state capitol at the head of our office, she said to me when I was 22, she was like honey, all it is in life is adult daycare and if you can remember that, you'll be successful. And I'm like that. Yeah, I found that to be true, 20 plus years later.

Ryan: 57:10

Yes, it is very true, and it's adult daycare is accurate. I like the teen summer camp thing because I gotta tell you, we handle so many sexual harassment cases. People, they're horny and it's a problem. I don't know how else to say it.

Francesca: 57:27

That's going to be the end of the trailer for this episode.

Ryan: 57:35

Oh, boring employment lawyer. What's this all about?

Francesca: 57:37

People are horny. It's a problem.

Ryan: 57:42

I get it. We're human beings. You're going to see people, you're going to find them attractive, but for the love of God, don't act on it.

Mel: 57:49

Oh, my God. Okay, what's the type of case that comes up? I'm assuming it's going to be this, since people are horny and have a problem, but what type of case do you see most often popping up?

Ryan: 58:00

Honestly, that gets a little boring. The most common is probably wage theft. Wage theft is typically not accidental. It is one of the most rampant crimes in the US. There's a headline that goes around saying it is the number one most expensive crime in the US. I'm not sure that's true if you count for things like insider trading and stuff like that, but it costs American workers close to $50 billion a year. So wage theft by far. And it tends to affect the lowest earning people the most. I have multiple class actions that I work on. We deal with it all the time. So wage theft by far. That's why I tell people track your time carefully.

Ryan: 58:36

Do not trust your employer. They have lawyers? I bet that. Nope, they have a systemic process. They create confusing comp plans, weird commission structures, weird pay stubs that don't make any sense to anybody. They're stealing from you Just because your company is a big, huge corporation. Don't assume it's on the up and up. In fact, the bigger and more powerful the company, the more likely it is. They've engineered some sort of way to shave off your wages. So wage theft by far. Engineered some sort of way to shave off your wages? So wage theft by far. And then after that, fmla retaliation.

Ryan: 59:11

The United States is very backwards in a lot of things, including our approach to family leave and medical leave. It's a hotbed for retaliation. The most common form of discrimination we see is pregnancy discrimination. I have more pregnancy discrimination cases than race, national origin and LGBTQ discrimination. Combined Pregnancy is the number one most common form of discrimination I see when in the pregnancy cycle really big one, and you'd be surprised females will attack subordinate females. For for it it's just. It's a mistake to assume that someone who has experienced pregnancy themselves in some capacity or is a woman will not discriminate against you. It's in the employment context. Those loyalties that you would expect exist don't always exist. And then, of course, sexual harassment. Probably marginally more pregnancy discrimination than gross sexual harassment. I mean, if I signed every sexual harassment case that came through my door, it would probably be number one, but we're only a team of 10. So we're pretty selective about which cases we choose to run with, and if we can't take it, we try to send it to a partner of ours yeah, yeah, that makes sense.

Mel: 1:00:24

The pregnancy thing. I just myself alone and francesca, you probably know, I have. I'd have three girlfriends who were let go while on fmla I would have got them a bag well a lot of employers get around it too by firing the whole org.

Ryan: 1:00:40

We see that a lot. Uh, and this is a message I should probably put it out once a week Honestly, there's this myth that employers can get around these rules by just doing a mass layoff or eliminating a whole department. We look at that stuff and we'll say, hey, we think it's odd that you fired 30 people from your organization and half of them were people who took FMLA leave in the past year and a half. Odd, I attend a lot of conferences and I've been at conferences where I've had HR reps tell me hey, don't tell anyone, but I work at XYZ company and we're laying off 600 people and we were definitely told, subtly, to skew towards older workers.

Ryan: 1:01:19

Yeah, stuff happens, it is intentional, it is a myth. It is a myth to think, oh, my company has lawyers and legal teams and they're going to make sure everything they do is perfectly legal. No, they play games. If it's genuinely some shenanigans going on, there's going to be clues and we don't need a confession, we don't need a smoking gun. We can pull the data and say it's really weird that 40% of this mass layoff was people with disabilities or people over 40. Like you can. You don't have to be a legal genius. Now, how do you get that information? Where do you get it? How do you fight for it? Because they're not going to want to give it to you. That's where the legal expertise comes in, but to look at the clues and figure out if something illegal happened. A jury is smart, they'll figure that out.

Mel: 1:02:10

What's something that organizations get right? I know we a lot of the times are like, no, they don't do it right. But what's something that they do get right, or what you've seen some organizations do well?

Ryan: 1:02:24

well, it'll vary by the organization. Obviously, some companies just treat their employees like crap and that's just their core value. Is treating people badly. The best thing I think a company can do, obviously, paying your people well. Give them regular raises, give them a clear path upward. Make it clear what is expected If they want to go from. Hey, I'm an entry-level employee, I would like to be an assistant manager, a manager, a director, a department head. Make it clear how they get there. There's so many organizations you go into where it's just apparently the only way to get there is to be the son of the boss's golfing buddy or something like that. But if you make a clear ladder, hey, if you get this certification. If you serve on this board. If you do this, if you do a clear ladder, hey, if you get this certification. If you serve on this board. If you do this, if you do that, you'll be considered for these roles. I think giving employees meaningful checkpoints in their career with you where they say, hey, I got a raise here because I did good, I got a promotion here because I checked off these boxes Like giving people some sort of ladder to climb, I think is good.

Ryan: 1:03:21

Also, take a firm. Look at your middle management and really ask how necessary some of those roles are. There's a lot of middle managers out there who don't have much to do, so they occupy themselves with microaggression, micromanagement, bullying, useless meetings that drain your resources. I had to tell you, god, middle managers without clear roles are a cancer on your business. They suck up their own salary, they suck up the working hours of your other employees and they create drama. Because I'm telling you, very busy employees don't go around bullying each other. It's the ones who have too much time that tend to do the most bullying. And then, don't hire people you don't trust. If you don't trust someone, don't hire them.

Mel: 1:04:00

Yeah, and if you don't trust anyone, maybe go to therapy, because it sounds like you're the problem there. Ryan, this has been amazing, Great conversation. We're so glad you joined us today. Thank you for having me on. Thanks for listening to your Work Friends. You can find us over on yourworkfriends.com, Instagram, TikTok and Francesca where else can they find us? Join us on your.

Francesca: 1:04:35

Work Friends LinkedIn group or your Work Friends on YouTube, if you're a video person.

Mel: 1:04:39

And listen. If you have a story to share or a topic you'd like to cover, you can email us over at friend at your work friends dot com. It's Vegas, it's anonymous, so share with us. And hey, if you like what you hear, share with a friend or two. Thanks, friend, bye, friend.

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Melissa Plett Melissa Plett

Belonging at Work

Fitting in fails…

Shrinking yourself to fit in is out. Standing in your truth is in. We spoke with belonging expert, and author of Braving the Workplace, Dr. Beth Kaplan to talk about why the old advice to “just fit in” is outdated—and honestly, damaging. We get into identity, inclusion, and how to stop molding yourself to a culture that was never built for you in the first place. Because real belonging doesn’t ask you to disappear—it asks you to show up.

Your Work Friends Podcast: Belonging at Work with Dr. Beth Kaplan

Fitting in fails…

Shrinking yourself to fit in is out. Standing in your truth is in. We spoke with belonging expert, and author of Braving the Workplace, Dr. Beth Kaplan to talk about why the old advice to “just fit in” is outdated—and honestly, damaging. We get into identity, inclusion, and how to stop molding yourself to a culture that was never built for you in the first place. Because real belonging doesn’t ask you to disappear—it asks you to show up.

Listen or watch the full episode here


Speaker 1: 0:00

What does belonging mean to you personally in three words Don't sacrifice yourself.

Speaker 2: 0:07

Oh shit, that's good, that's good, it's good, it's good hey friend.

Speaker 3: 0:24

Hey, mel, how are you? I'm good, how are you doing? Hey, I'm good, I'm good, I'm good.

Speaker 2: 0:31

Yeah, a couple of months ago Enzo figured out that when you whisper to Alexa, she whispers back. Well, this weekend we found out that if you ask Alexa to fart, she does and she has.

Speaker 1: 0:48

Yes, she has a whole canon of various farts, that she will fart on demand for you, which is incredible. And now I know what to teach my six-year-old nephew when I visit Florida in a few months.

Speaker 3: 0:55

You're welcome. I give you that gift. I give you that gift.

Speaker 2: 0:58

I appreciate it. Yeah, that was my Saturday. How was your weekend?

Speaker 3: 1:02

It was lovely. Thank you, it was so nice and sunny. Here I'm just enjoying spring, but I'm in the thick of wanting to throw everything out of my house. I just get in that mood of get a dumpster, let's throw it all out.

Speaker 2: 1:15

Yeah, that always feels good when you do that.

Speaker 3: 1:18

And then, four months later, you're like wait, where the hell is that? Where did that sweater go? Where did that sweater go? Well, friends, we're so excited because we're launching our episode with Dr Beth Kaplan, who is a global expert in belonging, and she is on a mission to improve belonging in the workplace in general in the world, and she joined us to talk about it. Francesca, what did you think about this episode?

Speaker 2: 1:44

Yeah, there were a lot of pieces of this episode that felt very personal, like I have felt what she had been talking about and I've also felt when I haven't.

Speaker 1: 1:55

I also felt just validated and really appreciated gaining some new insights and tools that I can take with me to help my own feeling of belonging but help other feelings of belonging as well.

Speaker 2: 2:08

Yeah, she was so good and gracious about offering small but really impactful things that everybody can do, whether you're an employee, a manager or, honestly, you're leading a company. Yeah so it doesn't have to be big, Doesn't it? Small things big difference Small things.

Speaker 1: 2:23

Yeah, it's Well everyone here's Dr Beth Kaplan.

Speaker 1: 2:46

Friends, we are super excited to have with us today Dr Beth Kaplan. Beth helps companies create a culture of belonging. She's also interested in how workplace trauma impacts our well-being and our future of work, and she's been recognized as a world-leading expert on belonging by the University of Pennsylvania and she's collaborating with them to develop a groundbreaking tool to measure belonging. She is currently the global head of leader development and enablement at Dassault Systems. Lastly, she is an author and her book Braving the Workplace will be coming out soon.

Speaker 1: 3:21

Beth, so lovely to have you here with us at your work. Friends, welcome. Thank you so much. It's great to be with you. Yeah, tell us what is belonging. How do you define belonging? So, belonging is the innate desire to be part of something larger than ourselves, without sacrificing who we are. So often I get the question of what's more important, the first part of that second sentence or the second, and they're both equally as important, right? So we've all had this overwhelming desire to be social, to be part of something, but if it comes at the cost of who we are, it's not real belonging. I felt that. I think I felt that before, francesca. Have you felt that before?

Speaker 2: 4:01

Yeah, I literally just got chills when you said that, even though I like I've heard you say that before, beth. But then when you said it again, I'm like, oh shit, that's so true. Yes, I felt it.

Speaker 1: 4:12

Yeah, the opposite of belonging is really fitting in trying to change who you are for other people. Yeah, and it never feels good when you try to force that. Ever, never. Why does this matter so much in life? It clearly matters, I think. What did they say? Community is actually more important than exercise in terms of life expectancy, right. Why does it matter so much in the workplace specifically? So it matters for so many reasons and the true reality of this one is that it extends beyond the workplace. We work so much more than any other generation.

Speaker 1: 4:45

You could debate that in history, when people used to have to hunt for their food maybe a little bit different, but at the same time, the reality in this one is that when you're happier, you're more productive. When you're able to connect with the world and feel like you can be yourself in any situation, you're going to feel that way. It gives you coping mechanisms. The serotonin alone is so healthy for us. When we don't have that, or where we feel isolated or excluded or any of the things, or like we're giving up a part of ourselves, it has very negative real-world consequences for us, for our mental, our physical, sociological well-being. Now, at the same time, it also takes a toll on everything in the workplace, from retention to all of the different measurements that you can come up with around satisfaction, but it's a real bottom line killer. When people feel like they don't belong, they either stay and they're unproductive which costs companies money, or they leave abruptly, which really kills your recruiting, and then, at the same time, when they're not productive, you lose business. You lose everything there. So the reality is that it hits all parts of the spectrum. You're obviously extremely passionate about this work.

Speaker 1: 5:56

What got you started? I think it's been with me all along. I think most of us would say that, right, a lot of people will come to me and say that everyone feels like a belonging researcher or everyone feels like a belonging storyteller because it's really rooted in our DNA. Right, it's part of everything we do. So I'm no different and for me, I had an experience in the workplace that really prompted me to evaluate how I look at myself. Was I being true to myself, and if I felt like I belonged or not? I'll keep it real.

Speaker 1: 6:26

The eventual realization was no. I didn't feel like I was being any of those things to myself, but instead of backing out and leaving, I doubled down. I made things so much harder for myself. So the second I figured that someone didn't like me who happened to be my boss at the time. It really hurt physically, right. So I think at the time it was way pre-pandemic and it was a stage where people weren't talking about things like this no loud quitting on LinkedIn, right. Or there was no quiet quitting where you could do what you had to do just to get the job done at the end of the day. So for me, I really wanted those gold stars from a boss who was never going to give them and I put myself in such harm's way that I was contemplating suicide.

Speaker 3: 7:11

That's true.

Speaker 1: 7:12

And when I told said manager, he ignored me. Wow yeah. So that was a trigger for me to get out. And not everyone's as lucky. You're not able just to pick up and leave when you want to, because there's this little thing called livelihood. Our jobs support us. So for me, I was able to make the decision that I need to leave, and it took me a good I would say eight months to a year to actually go. Yeah, I get it. What is that saying you can't win over people who are committed to misunderstanding you or not accepting you? And especially, I can only speak for myself as a perpetual people pleaser, a recovering people pleaser. It's natural, it's human nature to want to win people over when you feel like, oh, this person doesn't like me, why not, and what can I do about it?

Speaker 2: 7:57

And sometimes there's nothing you can do about it, but it does really impact you Absolutely.

Speaker 1: 8:02

And the sad part there's so many sad parts. The saddest part was I was trying desperately to win someone over who I didn't really respect. Yeah, I wouldn't take advice from him. Why was I taking criticism? Yeah, and it forced me to really look at myself. Look outside of the workplace. I was working 60 to 80 hours a week. I was losing friendships outside of work because people gave up trying to get together with me. I was doing things that were harmful, losing sleep. Hair was falling out. I was gaining weight and it was only until he ignored me, formally ignored my cries for help, that I knew I needed to leave.

Speaker 2: 8:39

I'm so sorry that happened to you. I just think it's really beautiful to see someone turning something that is so painful into something that is so powerful what you're doing to this work so thank you for that. I'm sure there are thousands of people that have felt very similar to you in terms of feeling like they didn't belong, that they were trying to assimilate into clipper culture, assimilate into the way a leader needed them to act to only not have that be reciprocated. You've been doing this work and studying this work, so you took that situation and then you went super deep in this. Yes, like a leading expert on belonging, I am wondering if we can talk about what are some of those common barriers or challenges people face in the workplace as it relates to belonging. What is that? What is that looking like for a lot of people?

Speaker 1: 9:28

I think it looks very different across the board. Right, there's a lot of diversity conversations that go around this, so when I comment, it's probably going to be a little more main sweeping. It'll hit everyone. I think one of the biggest barriers that we have is this internal talk track that we have. Right, there's this story we tell ourselves, and it's not always a realistic story. When we feel bad about ourselves, we beat ourselves up pretty badly. I think that's a really common barrier that I hear from people.

Speaker 1: 9:56

A lot of times the blame that you have is shifted onto you, from you, because you don't know where else to take it. Back in the day, I always say that back in the day it was HR, you'd go to HR. But the definition of HR has shifted, so when people have problems in the workplace they don't know where to go. You would logically think your manager, but that's not always a possibility, right? If we think about it, there are unequal playing fields. You and your managers are not equal. That's a reality. So speaking truth to power is really hard, and I think we're at a tipping point where people have been speaking truth to power and we haven't seen it go very well. So I think one of the biggest barriers are our leaders in the workplace and getting them acclimated to what it looks like. When we talk about trauma-informed workplace, so the trauma-informed workplace is really where you see things in the workplace that affect your mental and your physical health. We talk a lot about psychological safety, right? So when we don't feel safe in our environment and we're witnessing things that we need to either make just or justify on the company's behalf, that can become trauma-informed. For us is just one example, really. But who are about that? So a few things, not to disparage managers completely, but here's the reality. Have either of you ever had a manager that doubled as a psychologist? No, probably not. That's common, but from the pandemic and on, I believe that managers are being asked to take on way more, including the mental stability and health of their employees. Yeah, there's a lot of check-ins and things that managers are not able to control.

Speaker 1: 11:35

People come into the workplace with a lot of different backgrounds. Some come in and they are happy, healthy, raring and ready to go, and others unfortunately have to fake it till they get there. That's why concepts like family in the workplace are really hard. How many of you have heard anyone in the workplace ever say, oh, but we're like a family, oh, that's a red flag. It's a red flag because here's the reality. You can't fire your family. I would love to fire some of my family members. That's just not what happens. And most families are dysfunctional. Most are dysfunctional.

Speaker 1: 12:09

But when you equate family in the workplace to your personal life, who, which role do you think your boss plays in that? Right? A mom and dad? Yeah, very so. People really pay a lot of stock in that. Where some are like, no, I get it Clearly, that's not my familial ties. Others put a big point of this is me, this is who I am, and their identities start to get taken over by the workplace. So it's not I'm Beth, the mom of two. It is I'm Beth and I work at this company and this is my job.

Speaker 2: 12:41

It's been interesting watching as people are getting laid off. Yes, it's been interesting watching as people are getting laid off and they're getting laid off from companies that they have been with for five, 10, 15 plus years. And one of the things that when Mel and I talk to folks because we're on calls all the time with people when they get laid off, it is a grieving process A lot of times a deep grieving process because they did associate and identify so hard not only with the title that they had but with the company.

Speaker 2: 13:14

Because, I will argue that I think a lot of companies have positioned themselves as. You're part of this brand, you're part of this culture, you're lucky to be here, right, when you think about the safety net of your family. If your family were to disown you, you'd feel very similarly, and so I think there's this grief around, quite honestly, having that be ripped from you. And if you felt a deep sense of belonging and then all of a sudden you got laid off too, that does excuse my French. It feels like a huge mindfuck for a lot of people. Oh, absolutely.

Speaker 1: 13:47

And for a long time that was very taboo to talk about.

Speaker 1: 13:50

It's just the reality. Trauma is trauma. You don't need to be in the fields fighting to experience PTSD. There's a lot of different ways it occurs. Workplace PTSD is a very real thing, so a lot of the people I coach and I talk to are very anxious to talk to me about it because they believe that their trauma is not as important as other forms of trauma. Trauma can really be as small as a sadness you experience and as large as something physically happening to you in the workplace. That spectrum is just so huge.

Speaker 1: 14:24

I have one person that I talked to recently who had a real hard time identifying the first time that they experienced trauma, and what we were able to bring it back to was their five-year anniversary Came and went and no one recognized it. At the same time, everyone else on that team got recognized. No, that wasn't trauma. They experienced A lot of sadness that led them into this really unproductive zone where they unfortunately, they started to put up with more that came their way. You would think it might be the opposite, but they really just were trying again to get those gold stars from their manager who they thought didn't care about them.

Speaker 1: 15:03

And what could I have done wrong? In reality, that's something the manager probably forgot. It's sad, right. Maybe the workday alert didn't go off, who knows? And that's just one of the examples. And that was a spiral that kept going and going and then the trauma really occurred when they were out of sync with their manager. And then topics of resilience came up and instead of digging into the deep roots of what was going on in the workplace, resilience was dumped on the employee base. You need to put up with these things right.

Speaker 2: 15:35

but I find this interesting too, because when I think about belonging, it was like diversity and inclusion, then it was diversity, equity, inclusion, and then it was diversity, equity, inclusion and belongings. Yes, and a lot of the examples you've been giving are right around an employee and their manager, or an employee to employee. Yet sometimes in organizations it seems like we're putting belonging at this corporate level. Yes, there's a distance, there's a distance, and I'm curious about your thoughts on belonging in these big corporate initiatives versus belonging the way we do.

Speaker 1: 16:10

So I can break it into two things. One, yeah, belonging is not all or nothing. That's a really big common misconception. You can belong to part of something and not the whole. You may feel like you belong to the company and your team but not to your manager. Or you may feel like you belong to that manager and your team but not the company. You could swap it in and out, and that's why I think ERGs are especially fantastic and troublesome at the same time, because you feel fantastic usually in those groups and they are highly beneficial for you to really be able to identify and connect with people. However, that being said, when they don't connect back to the corporate initiative or the company doesn't do anything about the struggles of these ERGs, that's a problem, right, People have a harsher or a more thwarted sense of belonging, which means a lack of belonging. Another is that belonging is not DEI, and that's probably one of the biggest.

Speaker 1: 17:06

You asked me before I might change my answer. Dei is a barrier at times to belonging because when you ask people what belonging is in the corporate world, they now say D, E and I, and they're all very important topics. They're just very different. But I would challenge you to go to any corporate report out there that says report on DEIB, anything that has a belonging. And if you can find me one metric on belonging, I'd be very surprised. It's just not the same. They're sisters, not twins at times. How are they?

Speaker 2: 17:35

measuring it? What are the typical? Sorry, I should know this and I don't.

Speaker 1: 17:39

No, it's very hard to measure belonging, so that's why I'm working with the University of Pennsylvania to create a tool around that. But no, belonging is seen as something subjective and until we're able to make it more objective, it is very difficult, unlike diversity, which is typically done through representation, but I would challenge that. I love the topic of diversity, but I really am into diversity of thought and mind. I think it's incredibly important when we're talking about representation as well, so it's very different in that sense.

Speaker 2: 18:09

Yeah, there's a lot of work to be done there right. A lot of amazing work has been done and the journey continues, absolutely, I hope it doesn't stop you too, beth.

Speaker 1: 18:18

I'd it doesn't stop you too, beth. I'd love to hear more about the work that you're doing with the University of Pennsylvania, the tool that you are working on with them, sure. So a lot of the work I do is around how we construct our sense of belonging, understanding what the roots of that are, whether it's personality or it's how you make decisions. And when I was doing my dissertation, my goodness, a few years back, one of the things we determined is that people make decisions one of three ways for themselves, for the company or for a combination of both. So, as you can guess, the healthiest combination is when you have everything at once. So most people with a true sense of belonging have that combination. When we do it just for the company, it's typically what we call sacrificial belonging. Right, we have to give something up for it. We all know the sacrifices in the workplace the ones that miss their PTO to better the company, or the ones that are missing games to produce those reports. So the other thing is, if it's just for you, there's a few different ways you look at that, but it's not always the right way to do things. So what I've done with the University of Pennsylvania is we've developed a tool that looks to see how people make their decisions around belonging, and so what we're doing is really taking a look and working with different companies to see how the reports are coming out, if it's predicting people's propensity to leave companies or if it's predicting their propensity to thrive, based on the way they construct their sense of belonging. It's really interesting. What have you learned so far with the companies that you've worked with? Were there any ah-ha's that you were like, oh, that was unexpected, or anything that just reinforced what you thought? We've learned a couple of different things. A lot of the time it's not actually been what's through the tool, but it's really through the interview process about the societal norms of the company. So personality makes a very big difference. If you are a company that builds itself upon extroverts and you are an introvert in the company, it's going to be a lot harder for you to progress. Likewise, if you're in an introverted company with introverted leaders and you are an extrovert, it's also going to feel like you are just square round. It doesn't work that way. So I think what we've learned is that companies need to pay attention to what type of employees they have and making sure that everyone can survive and thrive.

Speaker 1: 20:57

Francesca, and I talk about this often that in the workplace, the responsibility of a lot of these things are on the individual, the team and the organization. So I'd love to cover all three from your perspective and the work that you've done. Yeah, from an organization standpoint, what are some steps that organizations can take to create that culture of belonging where people are thriving? There's a lot of ways I can answer this. I think one of the things they need to do is look at their policies. That's the first thing. They need to make it a more equitable playing field.

Speaker 1: 21:27

I think that most of us can agree that belonging is typically an authenticity measured against a very specific type of worker in the workplace. It's usually white male, that's the best way to describe it. The other thing I would say, on top of policies, is making sure that you do not have a culture of imposed belonging right so everyone belongs here. That's not the case and it makes people feel really bad.

Speaker 1: 21:51

There's this concept of duck syndrome. I don't know if you're familiar with it, but no, please tell us more. So think about a little duck floating along the river. You probably met like a brisk pace. In reality, that duck is working hard to paddle its legs to look that calm and easy. And a lot of the times the workplace imposing belonging or saying everyone should feel this way because we make everyone feel included or like they should have a sense of belonging makes people feel really uneasy about themselves and when that happens it produces the sense of belonging, uncertainty, right, I don't know if it's me or the company, and let's just say you are with people that are not being honest around you or worse, you've got the corporate cheerleaders. You're not necessarily going to be like hey, francesca, I know you go to every happy hour, but do you feel like you sometimes don't belong here? So I think that's one of the things that we do in the workplace as a corporation that needs to be reconsidered.

Speaker 2: 22:48

I tell you I've probably been listening to way too much Taylor Swift lately, but there is definitely this sense of betrayal sometimes, or even companies misrepresenting themselves and they're like, oh, everyone belongs here. We're such a fun culture when you look at literally the marketing of how some of these companies present themselves. Yes, and the expectation people have right, that dissonance when people don't experience it or they feel like they have the duck syndrome. It's got to be exhausting for people.

Speaker 1: 23:16

It is exhausting. And that's not to say that companies shouldn't promote a sense of belonging. But not everyone belongs here. Yeah, I think it's a culture we have. Yeah, it's like being more authentic, even in their own advertising to say we strive to foster that environment and consistently work towards achieving it, which acknowledges that it doesn't exist 100% of the time. It's a constant effort. I think that's more authentic than what some of the messaging is usually Absolutely.

Speaker 1: 23:47

And you had mentioned the fact that what should companies and the corporate level do, maybe versus teams? Yes, I'm a corporation that's looking to foster a stronger sense of belonging. I'm going to invest a belonging at the team level or the org level because, especially these bigger companies, that's where belonging is really taken out and brought into daylight, because the corporate vision and values they always get a little altered as you go down right. Different leaders live those values differently. Organizations reflect that. So taking a look at what my organization looks like and trying to create the best possible culture, the healthiest possible culture, that's what companies can do is really acknowledge and give that autonomy to their leaders at the org level, and then that also makes it a safer space for leaders at the team level to be able to do that as well. What can leaders do in terms of creating those moments, really checking in with their people around, how they're feeling in the workplace? What are some? Something someone can implement tomorrow, right, and just start doing if they're not doing anything today? So one of my favorite things to tell leaders is to really start to know their people. That doesn't mean you know where they live and what their backyard looks like, but it means knowing what's important to them. And one of the best, easiest things that any leaders out there listening can do is they can ask their employees what they liked about their last manager and what they didn't like, because that's really important I'm pretty sure we're talking about current managers, past manager and what they didn't like, because that's really important. I'm pretty sure we're talking about current managers.

Speaker 1: 25:22

The reality is we all take our past managers with us, typically up to three. So that means your favorite manager you take them with you. Your least favorite manager you take them with you and you are measuring that current leader that you're with against those great and not so great leaders. So if you're out there and you're a leader, you're going to want to say what did you like that they did. What didn't you like? And you're going to learn so much this year I asked my team those questions. I usually update it because not everyone feels the same after a year or remembers it the same. But I had said what do you like that your last leader did?

Speaker 1: 25:56

And someone had said they kept consistent meetings so they didn't move my one-on-ones, and that made me feel really good because it gave me anxiety every time I had to reschedule and I was guilty. I was one of those people that moved them around, so I stopped doing that. And another thing that someone said that they didn't like was being praised publicly. Accepting that kudos was hard for them in public, but they really did appreciate it in a one-on-one setting when you were giving very specific feedback of what they did. Well, those are just two tips that are really helpful. At least I find I love to hear it just checking in what are your needs specifically and really personalizing it versus kind of spreading it like peanut butter as if it works for everybody, just because you think that's the right thing to do.

Speaker 1: 26:42

Absolutely. It makes me think of that lawsuit that someone had when their birthday was recognized in the workplace but they didn't want their birthday recognized, and I think that's a perfect example. I know there was a lot of jokes that came with that lawsuit, but I was like that's so valid though. That's taking care of people and understanding what they do and don't want and paying attention to that Absolutely. What's interesting about that story with the employee that didn't want a public praise? He happens to be very publicly admired, so I just assumed that this is something he was comfortable with, and he was not, and ever since we changed the way we give him feedback and praise, the whole relationship has been so much more positive.

Speaker 2: 27:24

Yeah, I love the idea of the ghost, the blasted past that we all bring, because that's so freaking true. It's so true and that question of what did you love and what didn't you like is so informative because it's so personal and it's so emotional for people too.

Speaker 1: 27:44

So emotional. I actually talked to almost all of my past managers and so it's also just a good idea to keep in touch and sometimes keep it real. He likes to tell me when maybe sometimes I'm being a little more dramatic because she's got really great frame of reference for it. Sometimes I'm being a little more dramatic because she's got really great frame of reference for it. So you know, it's not a bad idea. It doesn't mean that you have to be best friends with your bosses. Obviously, your work friends' podcasts would tell you you're not going to be best friends with everyone, and nor should you. Yeah, yeah, I think getting to know your employees is super, super important. And knowing how they are as a unit if I haven't said that already, but understanding what your package deal looks like, that's really important. Knowing my boss, knowing why I stop work at 5.30 every day and then why I may go back on it 10, is important to me. I don't want to be seen as a workaholic, but at the same time, it's my comfort level and I also don't want to miss the time while my kids are awake. I dug out it should be completely acceptable and it is, but it's probably because we had that conversation and that transparency really goes both ways. I love that.

Speaker 1: 28:47

I love to talk about employees, because leaders are in there with their people. It gets into one-on-ones and then a team level, but they're not always in all of the stuff happening with the individual employees that kind of peer-to-peer interaction and what goes on there. And sometimes for folks, leaders are a huge impact to their experience and their day-to-day, but so are their colleagues right, and sometimes those peer-to-peer relationships can really make or break that sense of belonging as well. What can individuals do to foster belonging in the workplace? So I would say boundaries are a fantastic place to start, because boundaries are two things that we can control. We can't control other people how they react to our boundaries and we can't set boundaries for others. So I always like to say that communication is kindness in this regard, and allowing people to understand you a little bit better than they may by understanding what your boundaries are and why you hold firm to them, also gives them insight into your values and what's important to you. What can someone do when they're really struggling with feeling that sense of belonging, either on their team? What can they do if they're really struggling to find that?

Speaker 1: 30:06

My first piece of advice I give everyone is to understand if the situation is real or if it's a story they're telling themselves. Our internal narrative is extremely powerful. It is and unfortunately it's usually less positive that we want it to be. I really wish that we were having a conversation where we're talking about someone that had just so much faith in themselves and that they were talking about their narrative. Oh, my goodness, I just kicked butt on that demo, or that's typically not what happens, and there's a lot of anxiety and uncertainty. So I usually tell people, aside from looking at the story we're telling ourselves and making sure that it's realistic, it's also maybe doing a gut check, but against your own mantras in life. So for me, I can share the story that I will typically over-index on things. So I try to hold myself accountable to doing what someone's asked me to do and sometimes nothing more, which is really hard for me. And if I'm really not sure about that, I might go to a peer and say did you hear it? The same way, I heard this request.

Speaker 1: 31:09

Sometimes that makes a breeding ground to open up a little differently with people and it also cuts the drama down, because you don't want to just have that friend that you commiserate with at work and that's real easy to get into that trap. If you have another person, it's the drama triangle, so it just keeps going and going. We want to make sure that when we pick co-workers that become our friends in the office, that it's people we can trust and that you typically want to limit any of the difficult conversation within that person that you trust. Personally, I love to be friends with everyone, but when it comes to people that I really will bank on, I usually maybe pick one person that maybe knows a little bit more drama about me than others yeah, someone who can also help you check yourself if needed. Right and honest yeah, is that true? Just asking, is that really true? That's right. I couldn't agree more.

Speaker 1: 32:07

There's a huge push in workplaces around bringing your authentic self. How can folks balance that need for individuality with their desire to fit in so they can be authentically them and bring and maintain that individuality while also feeling that sense of belonging? So I think the first step in doing that is understanding your values and what's important to you. So when you make decisions, you're indexing against them. Let's just say you notice bad behavior in the room.

Speaker 1: 32:33

You have Black colleagues that are not being heard, and diversity is a huge value to you, equity is a big value to you, and amplification If that's something that is going to keep you up at night, you need to speak up. I mean, let me just say that to me that is a huge value, so to me that is inherently doing the right thing. But, that being said, if that's going to happen just because other people are not amplifying their voices, it is part of my value system that I would need to be the one that stands up and says Mel just said that I really, or I love how Mel just told us that we are going to use the vending machine on the fourth floor?

Speaker 1: 33:12

I don't know, I have no good examples. This often happens to women right In meetings, where you need to step in and say that was a great point made by so-and-so. Yeah, that's right. And so I think understanding what your values are and I don't like the negative metaphors but understanding what a hill we're dying on is for us and what's not Not everything has to be a battle, right, so there are a lot of us that have the sense of justice in us and understanding what battles we should be fighting, and not If it's going to keep you up at night and it's going to eat at your soul because you've just betrayed yourself.

Speaker 1: 33:46

It's worth speaking up. Yeah, If not, one of the tricks I do is I typically hold three coins in my pocket and when I'm in a meeting, I make sure not to spend all three at once and not to speak more than that, because it's going to be really hard for me to tailor back. And so giving yourself strategies when you know you may be in a tough situation really key in the workplace. Yeah, I like that, and the three coins in your pocket is a nice reminder for folks. That's a very simple tactic to use.

Speaker 1: 34:16

It's also sensory, if you think about it. Yeah, I like that. I am wondering about different ways of working. Obviously, covid really blew up how we work, which is fantastic in so many ways, and now you have returned to office and people who are in the office and you have these hybrid working environments, and some are still 100% remote. Would you approach ways to foster belonging differently, based on the modality of how people are working? So COVID was terrible, but one of the things we got out of it is this ability to see people beyond the screen, and I think that's really important. I've always been a remote employee, so I knew I was to people. I was just sitting in this box here and then, when COVID happened, everyone was put in that position and I think it made people reevaluate where people work from and the fact that it didn't really matter. I will tell you that there is this concept of place belongingness, and place belongingness really sits with the fact that if it feels like home, it can be linked to a place. I've never been in a corporate headquarters where it's felt like home. No one serves me coffee, so no baristas at my house. That would be lovely, like sometimes it happens in the workplace and that's a luxury.

Speaker 1: 35:34

I think that people have a misconception that you need to be in an office to feel a sense of belonging, and I don't believe that's accurate and the research tells us it's not true. What does the research say about that? Because you hear all of these big organizations. A huge part of their argument for return to office is it's going to foster belonging. We've lost belonging and it feels like that's such a false narrative. What does the research say? The research says that unless it feels like home, it doesn't necessarily need to be placed belongingness. That being said, do I love to get together with my colleagues? I do, I'm one of those people that does, but that is because I'm an ambivert that leads towards the extrovert side. So I get so much energy from other people. Yeah, doers, but they just they get their stimulus from other places and that's okay. So while I do believe that people build a great sense of community while they're in the office I do it doesn't necessarily have to be done that way. And I'll tell you, almost all of my team and my organization that I manage is remote. We get along fantastic. We don't always agree, we love disagreeing, we love the debate, but it doesn't break our sense of belonging to be remote. I do think there are certain jobs where that collaboration in person is important, right, but I just happen to be in a space where it's not as firm and we believe that working from the office could also mean you're at a client or other places where you are set up and need to have those interactions, but, no, it does not give you a stronger sense of longing to be in an office.

Speaker 1: 37:17

We have, I think, what? Four, now maybe five generations in the workplace, which impacts so many things. We talk about individualization in their needs and that personalization. How do generational differences and especially in the time we're in now, like? How does that impact belonging in the workplace? So we have a lot of generations at once, as you mentioned, right, you've got the boomers, who really will challenge less when it comes to management and authority, because your job and your boss are sacred in a sense, and you've got the Gen Xers, who are still a little more likely to please I'm a Gen Xer, but at the same time, we'll take far less to get it done and we're not necessarily the purpose-driven generation that is currently in the work, coming up in the workplace where they've been taught that they can bring their authentic selves to work and they should bold people to standards that are different than maybe the millennials that came before them, that a little bit more different change in the way that we work. So I think all of those generations together learn from one another.

Speaker 1: 38:27

I think in the beginning it felt a little problematic, but I think it's forcing people out of their comfort zone, which helps everyone grow just a lot differently than we have in the past.

Speaker 1: 38:37

I would go as far as to say that the next generation will be probably Generation T, which is all around transition and how we deal with the world and look at it differently. So I honestly think all of this is bringing phenomenal diversity of thought that didn't exist necessarily before. I couldn't agree more. It just seems like it's a really good conversation that seems to be happening among everybody about how to make work better together Absolutely, and these were things we weren't talking about. So it is very interesting. We're also getting into different things that we didn't before when it comes to these generations. Like, we have grandparents now in the workplace and if you think about it before, people would retire early than they do now. So you didn't have that frame of reference, you have people working longer than they ever have and these shifts in generation and family responsibility are really shaping a different way that we look at the workplace.

Speaker 2: 39:33

I'm personally completely for it. Outside of like humans being humans, there's no reason why we shouldn't have been striving for a very deep sense of belonging all along. It's exciting to see this evolve, especially over the last, I'd say, five years, where it's been a big part of this discussion. I do want to talk about where is this going, but before I ask you that and I really appreciate having your insights in this because you're so researched on it, You're a practitioner of this I feel like you're the best person to ask this question and I'm going to ask you to give a grade Grade scale A, B, C, D, F, right Corporate America how well do organizations in corporate America foster belonging?

Speaker 1: 40:16

In America B minus.

Speaker 2: 40:21

B minus. Rationale for the great. Rationale for the great.

Speaker 1: 40:25

Because a B is positive but depending on how you look at it, some people think it's really negative in this cultural perfectionism that we have and others are completely satisfied by it. I thought about dropping it down, but the C being average, I think I still think it's a bit above average because the awareness layer is there. I don't talk to people and have to talk about why belonging is important anymore If you're just accusing to people about what it is and how we got to where we are with it. So I'd say solid.

Speaker 2: 40:58

B minus.

Speaker 1: 40:59

I like that answer.

Speaker 2: 41:00

I like that answer. I feel like most employees would answer that too.

Speaker 1: 41:04

I'd agree. I usually think that people are going to answer lower and they don't. I think a lot of it also is because people are nervous to tell the truth. They are, yeah, nervously trying to get back to their employer.

Speaker 2: 41:16

I also am wondering, because there's such a morphing of our values towards work too, I wonder if people are taking the pressure off of organizations to be everything to them. Now I'm looking at this more transactually, or I'm looking at this as a Mel. I'm sorry, I'm going to use this analogy again. I'm not looking at you as someone I want to marry. I'm looking at you as someone I want to have a good time with tonight.

Speaker 1: 41:37

So it's like the pressure's off a little bit, my hope is because people realize they don't have to get their sense of belonging from work. Yeah, so we have this concept of dissimilated belonging, where you don't necessarily need to be a cultural ambassador. Some people just want to do their jobs and go home. Yeah, that has to be okay. We have to make that okay and I think this new generation does that, yeah, in a sense for us. So I want to say that's becoming a bit more mainstream, that people don't need to get their satisfaction and their purpose from work. Yeah, that's the generation I think that we'll see come in as well. It's so healthy, that's such a new healthy outlook. We'll see come in as well. It's so healthy, that's such a new healthy outlook.

Speaker 1: 42:13

Because we're all Gen X on this call, you know, like that was a transition I think we probably all made over time. But it's nice to see that people are not moving away from putting their whole identity into the work Absolutely. And then there's these companies that are shifting their values to be really about the work they're doing and not necessarily the destinations for belonging, which is huge. The company I work for, I have to say I'm proud because we really do look at powering smarter treatments for patients, and so, if you really break that down, that's a phenomenal aspiration and we really work very hard to it and we really work very hard to it. You would never say in our values that we have to feel a certain way or do a certain thing or act the way to get there, and for us that takes a lot of pressure off of things, absolutely.

Speaker 3: 43:01

Yeah.

Speaker 2: 43:02

I also think it's an accurate representation. Yeah, this is my thing. Can we get back to accurate representation? I'm not judging you on what you're saying you are. What I'm asking you to do is be honest about who you are so you give an accurate representation. That's my play. Thank you for coming to my TED Talk. All right, so this is exciting. Mel and I were talking about this the other day, because I don't know about you, beth, but you feel the energy shifting, especially this year around work around speed. This year around work around speed, around change, around everything. And belonging has made wonderful progress in terms of educating people about value, what it is, and I'm curious about, when we look at the next five years, how do you see the concept of belonging evolve? How do you see the needs for employees and organizations evolve? What does the next five years of this work look like?

Speaker 1: 43:55

What I hope it looks like, I should say, is that it is a place where people don't have to sacrifice who they are to be themselves. I think part of braving the workplace is being yourself every day in a world that tells you to be something else. So I'm hoping that the workplace in five years is more representative of your towns and the people on the streets. That's a really aspirational goal I have for the workplace, and I also hope that people can understand themselves a little better and don't feel as pressured to be all of the things all of the shoulds, the coulds and woods that the rest of the world would like us to be.

Speaker 2: 44:33

I love that I love that you talked about how leaders can create a sense of belonging. I'm curious about making teams more representative of our work environment. They're more representatives of the way that our towns look like. Is there anything that you would have that a manager could do, a leader could do, to say I really want to make sure that I can start to achieve that now.

Speaker 1: 44:53

I think it's looking at your team and the diversity on your team. Are people in your meetings nodding their heads or are they arguing comfortably with you? Are they debating? Do they speak up or are they just laughing at your corny jokes? I think that's the things I listen to at least. I think it's important to really be able to be in a team that communicates dissent.

Speaker 3: 45:17

Yeah.

Speaker 1: 45:17

I think it's also important to share experiences with one another. You're not going to share everything, and nor is it appropriate to share everything in the workplace, but there's certain life moments that we all have, and being able to comfortably speak to them at the appropriate level of detail is really important, and I think that's why people feel such a pull to go back to the office, because you do those things without thinking about them. We always talk around about the water cooler and talking about the latest episode of whatever you watch, but it goes deeper than that. It really does. It's a little harder to hide your emotions in an office yeah, absolutely, it's not very acceptable, and that's it really does. It's a little harder to hide your emotions in an office yeah, absolutely, very acceptable. And that's what people miss. I think they miss that sense of camaraderie, and we don't necessarily need to be a person for that. We just need to understand how to break down barriers that are preventing us from doing that.

Speaker 3: 46:04

Yeah, love it, love it.

Speaker 2: 46:31

Rapid round.

Speaker 1: 46:32

Yes, we're going to do rapid round. I promise this is painless, okay, and it's just possible. It's meant to be fun. Some of our best conversation happens here and the goal is to answer pretty quickly, like your very first thought that comes to mind. And if you want to expound upon it, absolutely you can, so we'll leave that up to you. And if you want to expound upon it, absolutely you can, so we'll leave that up to you. Sound good, perfect, okay. What is the best belonging initiative you've seen so far? The best belonging initiatives I've seen so far is through Brene Brown, who talks about braving the wilderness and the ability to be yourself and the comfort and bravery to be yourself. What does belonging mean to you personally in three words Don't sacrifice yourself.

Speaker 3: 47:23

Oh shit.

Speaker 2: 47:23

That's good, it's good, it's good. I see merch, beth. I see a lot of merch happening.

Speaker 1: 47:30

What are the top three factors that make a community and we see work as another kind of community feel inclusive? Inclusive is what other people allow for you to be, versus belonging is what you decide for yourself, okay. So if I'm talking about inclusive, I would say it's transparency, I would say it's care, and care is a really big spectrum, right? Care is thoughtfulness and it's also speaking your name in a room of opportunity. And care can also be boundaries, and maybe I would go with boundaries, now that we're talking about that as well. I think inclusive, having that level of boundaries, promotes all the things we just spoke about. And with that and that, because that was inclusiveness, now flip it with belonging. So what are the top three factors that make a community feel like others belong? Individuality, like others belong, individuality I'm going to go with care, because we know care is the number one influence that a manager can do to make their employees feel like they belong. And trust I like it. Okay, trusting ourselves and trusting others yeah, the trusting. Trusting yourself first, of course, so important, but it's also trusting others too, in that everyone starts with positive intent. That's right.

Speaker 1: 48:55

Yeah, if you could recommend one book, movie, article on this topic of belonging for someone, something that's deeply resonated with you and you're like I need you to see that, read that, listen to that. What would you recommend to someone today? It's a really tough one. Bell Hooks has a lot of phenomenal topics around belonging. Maya Angelou is probably my idol when it comes to this conversation, because she presented belonging in the best, truest way. Belonging to nothing and everything at the same time is just magical. When you can be that free to belong to nothing, you belong to everything. So I'm going to go with bell hooks and Maya Angelou. I love it. That's really powerful. When you belong to nothing, you belong to everything. That's right. If you could have every company do just one thing differently tomorrow, what would that be? Get to know their employees and what matters to them. How about?

Speaker 2: 50:02

leaders the same and individuals be.

Speaker 1: 50:11

If I could have one wand and I would wave it around, it would be for people to be kinder to themselves.

Speaker 1: 50:15

It really would be.

Speaker 1: 50:16

I think we put a lot of harsh, in harsh words, harsh feelings out there.

Speaker 1: 50:22

A lot of it just creates this crazy level of uncertainty and anxiety and then, a lot of the times, the exclusive nature of that is isolating and stressful, and that's a lot of the times we keep it to ourselves until it just boils over and you either explode or, unfortunately, all of the physical ramifications come into play, because we know that this becomes physically painful when we feel like we have a thwarted sense of belonging and it's unfortunate that belonging is an antecedent to suicide. When we feel like we have a thwarted sense of belonging and it's unfortunate that belonging is an antecedent to suicide. When we feel like the world is better off without us or we find that we don't believe we're making a difference for ourselves and others. So I would love to see people be kinder to themselves overall. I think that's such a really good message. I'll share my best friend if I'm like down on myself, which I think we're all guilty of it trying to get better at it, but it's the first.

Speaker 1: 51:17

Of course, you're your own worst critic. My best friend will say hey, don't talk about my friend like that. We just stop. So it's just little things like when you're talking about yourself, be like hey, don't talk about you like that. I think it's good. I think that Thank you so much for this and for your authenticity and for sharing all of this good research with us and tips with us on how to have better belonging at work, and we cannot wait to read your book when it comes out soon. Thank you, and thank you for the phenomenal work you're doing on this podcast. I bet you people tune in and they just love it because you both seem like you're friends with the podcast guests. I appreciate it.

Speaker 3: 52:07

Thanks so much for joining us today. Subscribe wherever you listen to podcasts. You can come over and say hi to us on the TikToks and LinkedIn community. Hit us up at yourworkfriends.com. We're always posting stuff on there and if you found this episode helpful, share with your work friends.

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Melissa Plett Melissa Plett

Spotting Trustworthy Employers

Job advertisements sell dreams…

But reality? That’s another story. Job descriptions, interviews, Glassdoor reviews—there’s truth in the subtext. Adam Horne, co-founder of Open Org is on a mission: to build a more trusted, transparent world of work. So, we wanted to get him on the pod to talk about how in the hell do you do that? Turns out, it's not only doable (let's start with employees having ZERO surprises around biggies like compensation, benefits, etc), but, when done authentically - can improve (like majorly improve) hiring, retention and overall health of an organization.  

Our conversation covers aligning internal and external transparency, the costs of cultural mismatches and the unintentional humor (or not) of hiring managers who promise more than they deliver.  Most importantly, this episode is loaded with practical advice for creating genuine, transparent work environments. If you want to avoid the smoke and mirrors and find a workplace that walks the talk, don’t miss this one.

Your Work Friends Podcast: Spotting Trustworthy Employers with Adam Horne

Job advertisements sell dreams…

But reality? That’s another story. Job descriptions, interviews, Glassdoor reviews—there’s truth in the subtext. Adam Horne, co-founder of Open Org is on a mission: to build a more trusted, transparent world of work. So, we wanted to get him on the pod to talk about how in the hell do you do that? Turns out, it's not only doable (let's start with employees having ZERO surprises around biggies like compensation, benefits, etc), but, when done authentically - can improve (like majorly improve) hiring, retention and overall health of an organization.  

Our conversation covers aligning internal and external transparency, the costs of cultural mismatches and the unintentional humor (or not) of hiring managers who promise more than they deliver.  Most importantly, this episode is loaded with practical advice for creating genuine, transparent work environments. If you want to avoid the smoke and mirrors and find a workplace that walks the talk, don’t miss this one.

Listen or watch the full episode here


Speaker 1: 0:00

So we're of the view that there needs to be some sort of level of openness and transparency to call yourself transparent to a degree, and we provide that level of structure, but we don't necessarily prescribe where that transparency should be and necessarily how deep that should go. So the way that I try and talk about it with companies is work on defining it for yourself first. What does that look like? And that for me, starts of understanding, like why is this word important? If you're putting on your career site or your job ads or just putting it out there, there's got to be a reason why you're saying it, and if there's not, it's just an empty word.

Speaker 2: 0:48

Mel, good Monday to you. Good Monday to you, yes. Yes, I'm going to start saying that. It just feels like a thing, it feels like it could be a thing Feels like Shakespeare Good morrow is good morrow thing, I don't know.

Speaker 3: 0:59

I'm making that up.

Speaker 2: 1:01

Good morrow is a thing, that's a thing.

Speaker 3: 1:03

Good morrow Good morrow to you.

Speaker 2: 1:07

Well, I'm stoked to talk about Adam Horn. Adam Horn is the co-founder of OpenOrg, and what I love about the work OpenOrg is doing is they're on a pretty cool mission to rebuild trust by bringing clarity to the world of work, and they're doing that by making sure that people have zero surprises at work, like when you're interviewing for a job. They want you to have zero surprises around things like comp, culture, benefits and career development, and Mel and I were really taken with what they're doing and we had a chance to talk to him. And Mel, what did you think of that conversation?

Speaker 3: 1:40

I thought it was refreshing. It was really eye-opening to hear the perspective from Adam and his experiences working with organizations and truly the benefits of transparency, which feels like a no-duh situation, but not a lot of orgs are doing it, so I'm just really excited by this work.

Speaker 1: 2:01

Yeah.

Speaker 2: 2:02

The other thing I really liked, too, was his twist on this. This is not open Oregon Adam dictating what transparency needs to look like they're really working with organizations to say, hey, what is authentic, what works for them, what works for you? Yeah, it's a really cool way of thinking about the zero surprise game for employees and whether they're coming into a company or whether they're in a company as well.

Speaker 3: 2:25

And the bottom line for your business.

Speaker 2: 2:27

A thousand percent Packed within this discussion are things that organizations can do, what individuals can do and what can you do if you're leading a team and you want to be more transparent, even if your organization might not be. So here's our conversation with Adam Horne. Adam Horne, welcome to the pod. Thank you for being here.

Speaker 1: 2:56

Thank you so much for having me. Thanks for having me on. It's awesome.

Speaker 2: 3:00

Yeah, adam, you've had a really interesting career, right. You've started multiple organizations. Now you're pulling into OpenOrg. You're a new father as well too, so you've got like a lot going on, probably trying to get some sleep here and there. Just super curious as to how did you even get into this work? How did you get to where you are today?

Speaker 1: 3:20

Yeah, I gave up on sleep a long time ago.

Speaker 1: 3:23

It's like this way, my latest uh child is my third and I've got three under six now and I've navigated the, the three kids and businesses etc over the the period of having COVID and stuff going on as well. So yeah, it's been interesting the last sort of four or five years, to be honest. But yeah, my, my career as a whole over the last sort of 12, 13 years is is all centered around people and talent. So nine of those 12 years as a founder or co-founder myself as well. So I've navigated the complexities and challenges of being a founder and trying to build and run a business, always bootstrapped, always anywhere between sort of five employees up to 70, 80 employees so that size but challenging in its own way but also a lot of that time actively working with clients externally on their hiring and their people strategy. So over that time I've had a lot of exposure to working with startups or scale-ups all over the world hundreds of them over the years and have, from a hiring perspective in particular, I've seen a very clear difference in terms of how companies benefit from being transparent or not. I've worked with some really open, transparent companies and you just tell when you walk through the door and you settle in that this is a very open, transparent environment. I've got resources, information landing on my lap and your job becomes very easy, regardless of what you're doing, but particularly when you are in that role where you're dealing with bringing new people into the business, being able to offer clarity and depth to candidates and applicants before they join, you see the benefit of that when they walk through the door it's really clear and things like attrition, retention, all of those sort of key metrics that businesses look at to try and point them towards some level of organizational health, feel really clear, really nice.

Speaker 1: 5:09

I've also had the benefit on the flip side, of working with companies that are incredibly secretive, some by design but some just through pure chaos and uncertainty and lack of communication. But as an example, I've been parachuted into businesses before where I've been told I'm not allowed to know what funding round we've just done because it's a bit secretive. So if candidates ask an interview, just tell them. You can't let them know. And I've been given about 10 different values from different employees who don't really know what values the business has.

Speaker 1: 5:39

So that end of the spectrum effectively in terms of the way businesses operate and you can still hire, you can still get people through the door, but I've seen what happens after people join and then, generally speaking, you've got that sort of revolving door type situation in those types of business and you see the struggles and the cost and the time it's been trying to just maintain headcount, let alone grow. So over that time I've had a really clear view on what transparent culture looks like and what that benefit is from being more transparent, and I've been lucky enough, whilst running my own businesses alongside that, to be able to pull that experience into how I build my own companies as well, and I've always defaulted to my own level of transparent, my own level of open, and it's worked incredibly well for me. So that, as a bit bit of a backstory, is where I come to today as regards to launching OpenOrg.

Speaker 2: 6:28

We want to talk about OpenOrg because we've seen this conversation about how transparent organizations are evolved, especially, I feel like, over the last and I could be wrong on the numbers, but it feels like especially over the last four years. Five years. Is you need to put this information out there or this is now the expectation? So I'm loving these conversations around now. Transparency is the expectation from a marketplace perspective. So, Adam, what does OpenOrg do?

Speaker 1: 6:51

The way we come in to it really is. I co-founded OpenOrg with an old friend of mine and we've known each other for 12 years, so we've had this talk track for 12 years, even about the world of work and culture and how it's broken and one day we'll fix it. And we've talked I don't want to name names, but talked about the damage that toxic review sites do to employers and to applicants and so on and so forth and how one day we'll find a new way to rebuild trust in terms of that intersection between you know, applying to a role and starting in the right type of business for you. So that's where a lot of the conversation about open org has come up and that's exactly where we sit. We want to get to the point with open org where we can help companies not just become internally transparent with their employees.

Speaker 1: 7:34

That's a really good, healthy place to be, but it only does so much for us. You've got to mirror as much of that as possible externally. There's some things you maybe aren't comfortable doing and that's fine as a limit, but there's no benefit just to being internally transparent For us. There's huge benefits to opening that door a little bit more and showing people under the bonnet, showing people exactly what they're going to be getting when they come in, because without that, people are coming into your business with the wrong expectations. Without that, people are coming into your business with the wrong expectations. So Open Org operates exactly that intersection of employer brand hiring and both internal and external transparency and trying to help employers get more aligned across that spectrum to build healthier alignment across that entire employee journey.

Speaker 2: 8:21

It's interesting when you look at why you should really think about transparency as an organization. I'd like to take it from the employee side a little bit more and also from the organization side, because one of the things you talk about is really to have employees have zero, zero surprises. When you start a new job and I personally felt that I think we all have right where you thought you were getting into a gig, you thought it was one thing, and then into it you're like, oh hell, this is this is not this at all. You talked about this a little bit earlier, but I'm wondering if you can walk us through what the benefits are to have zero surprises as an employee so much across that entire life cycle.

Speaker 1: 8:57

If you look at some of the sort of stats and the research out there around people leaving new hires leaving roles within the first 90 days or so, I think there's a stat out there and I take them with a pinch of salt because you hear different things and different things, but there's so much research on this ultimately around how many people leave roles. I think it's something like 30% of new hires leave roles within 90 days. Such a waste of time for everyone. Such a waste of time for everyone the money you spend interviewing, hiring, the time you spend in the salaries for paying all of that stuff to get into that. It's such a waste of time for everyone involved. And then you have to start again to rehire all because and most of those people leaving site misalignment on cultural role as one of the big reasons for them leaving. And then there's other studies out there that link to that.

Speaker 1: 9:43

Four in ten hiring managers have admitted to lying to candidates about a role or a culture or how business operates. So lying yeah, they actually these are the hiring managers actually admit to lying about this and this is like a resume builder survey study that you can go out there and find online. That's just the people who admit to it. It there's probably more over and above that who haven't admitted to it, but again, just at that interview stage, in terms of attracting talent, attracting candidates, there's a whole lot of problems going on there. So there's a time factor that is being wasted here. There's cost, there's money. There's also well-being and mental health involved here, particularly for the candidates and the employees, but also for the hiring managers, and my co-founder, john, has had this himself as a hiring manager in a larger corporate business, hiring people knowing that he's selling the wrong version of what people are going to get. But he's in this corporate environment where he's just feeling like he has to hire and grow and his own well-being and mental health took real damage because of that, which led to him leaving because of that situation too.

Speaker 1: 10:49

So there's a lot of reasons why transparency really is important in building trust at that early stage. But then, when you look inside the business internally, day to day, there's so many things that point to the benefits of of being transparent and opening, communicative with individuals when it comes. But once they're in, the benefit of being transparent and communicative with your employees is really important as well when you're thinking about to use layman terms like getting everyone aligned and on the same page. That's a lot of what ceos talk about wanting to get and wanting to see. That's all about communication and getting people aligned and understanding where are we going, what are we doing, and that can boil down to so many different things internally in terms of what transparency does look like, and that will differ for different people, but the benefits are there when it comes to productivity, performance, profitability. The research is out there.

Speaker 2: 11:41

What do you think really drives organizations to not be transparent, because we see this so much, especially as you get in these big behemoth organizations. There are some that do this, okay, but I would argue that most of for us, the fortune 500, I don't know if they do this really well. What is holding organizations back from being transparent?

Speaker 1: 12:04

Lots of different factors that could be founder mentality. Obviously that's probably more prevalent in smaller businesses. But if you have a more traditional CEO founder who doesn't believe in seeing employees is that they're equal ultimately and understanding the power of employee could bring when you think about things like co-creation and just communication, they see them as workers rather than, again, equals. That creates silos immediately in how companies are structured and how hierarchies work and those silos immediately cause problems with communication and what's shared and what's not shared. So there's a founder ce leadership mentality, mindset thing that is really common and we see that so much with the people leaders we speak to.

Speaker 1: 12:48

There are some instances where companies in fairness are operating in certain industries or environments where they can't share certain information and that's completely fair. But I think what I see happen there is, if they're operating in this sort of environment or industry where it's a little bit more secretive or confidential, that stops them being transparent in ways that they still could be. They suddenly put the shutters down and they use it almost as an excuse to say we can't share this, so it means we can't share anything else. We try and find ways of showing them actually there's still some really relevant information you can still share.

Speaker 1: 13:21

That's safe and okay, but the default to being closed and secretive because of that and I guess the other one probably is some companies that have just grown either very quickly or very slowly over time, with a certain mindset, with a certain culture, and it's almost too much for them to unravel now, particularly in a larger corporate sort of environment. You've got problems with pay equality and equity across the entire business. Where do you start? How do we unravel that? What do we do? It's almost easier just to keep pushing on in the direction we're going and hope that it never causes us too many problems or assume that if it does cause us problems, it's going to be cheaper for us than having to rework all of this and rebalance salaries and so that there's some companies that may be too far down the road to care about it.

Speaker 2: 14:08

It's just like that big nod of Christmas lights or something that you're like we're just not even going to handle.

Speaker 3: 14:14

Just walk away slowly. Oh gosh, adam. It's so shocking, as someone who worked in talent acquisition, to hear that hiring managers would lie in an interview. And I would say why? Just why, because people are going to find out as soon as they start the job. So it's just an interesting choice to me.

Speaker 1: 14:37

Yeah, I think there's pressure from above. Particularly when you work in a larger corporate type environment, I think you probably are more likely to just feel this pressure from above to hit targets when it comes to hiring for your team. You just do what you need to do to get people through the door and you probably have more resources around you as well, so you don't think about the cost. And when it comes to time that's invested in hiring, you've got a TA team that will. Yeah, they do. They just do their magic stuff in the background and you don't really appreciate how much work goes into that as a hiring manager sometimes. So there's lots of again reasons why people might do it. But yeah, I was shocked to see that as well.

Speaker 2: 15:14

I think I've lied. I think I've lied. Have you? Yeah, I think I have not. Let me ask you all this Is this a lie? Like when you feel like you're probably out the door anyway, but you're hiring people and you're like, yeah, the culture is great.

Speaker 3: 15:29

I actually won't say that. If someone asks me interesting, I will just what's the culture like and I've been honest.

Speaker 1: 15:36

I'll give you the good, the bad and the ugly, because I think you deserve to know it so I had this conversation with someone recently who's a I won't again name names because it's a bit of a delicate one, but it was a people leader. I think there was an m&a event. Their business has been acquired, everything would change. They were basically checked out and said I'm committed to moving on. Now everything's changed. That's not what we've built anyway, because they're in a people lead a role. They were heavily involved in hiring and interviewing.

Speaker 1: 16:04

So we that touched on that discussion of what should I be doing, and I guess my advice was similar to the. What Melza said there is that the most positive thing you can do now is try and make sure that anyone else that walks through that door and joins that business is aligned, because even though you don't think it's a great place to work anymore for you, it doesn't mean it's terrible for everyone, and there are still people out there who really will align with that culture. Even if you think it's crazy, it doesn't make any sense, there are people who might like it. So do what you can to present facts and, rather than being opinionated, try and talk explicitly about what culture looks like here, which I think actually is what so many companies don't actually understand at the starting point is like what is culture here? How do we describe it and understand it, rather than giving an opinion on how fun it is here?

Speaker 3: 16:57

Either happy hours yeah, yeah understood, yeah we have a foosball table. No, I'm just kidding that pods. No, and it's interesting because the cost I thought I read this week that what they previously thought the cost of making the wrong hire was significantly low to compare, comparing to what the actual true cost of that is. And, adam, I'm sure you must have some number that you know about. What is the cost of that at times? What could it be up to?

Speaker 1: 17:25

Yeah, I again chatted about this yesterday. I can't really give you a figure because I just keep seeing all these different figures out there, in different, yeah, but it's high. The one that seems to stick in my mind is up to two thirds of someone's salary to replace. So if someone's on $90,000 a year, it could cost you 60k to just replace them. And again circling back to the benefits of being open and transparent, the more you can share up front, it's not just about getting people aligned to the right culture. It's not just about getting people aligned and to the right culture. But there's so many benefits around onboarding and ramp up time and getting people to a point where they are more productive in the early days within your business. So companies are always looking at like how can we shorten that ramp up time so that people are effectively making us money sooner, which is completely fair? How do we do that? The more share, the more you provide up front, the quicker that happens.

Speaker 3: 18:37

What does a good open culture look like from your perspective?

Speaker 1: 18:43

that's a really interesting question. It's really hard to answer as well, because people ask us quite a lot like how do you define transparency? And this is the whole world that we're in. So we, we don't define it. We were very keen from the outset to make sure that we aren't the ones trying to define what transparent looks like.

Speaker 1: 19:01

That's part of the problem for me, like some of these awards and accolades out there that you can win about we've got great culture or a great place to work. The problem is you're prescribing to someone else's view of what good looks like You're jumping through hoops and like ticking boxes view of what good looks like you're jumping through hoops and like ticking boxes. So we're of the view that there needs to be some sort of level of openness and transparency to call yourself transparent to a degree, and we provide that level of structure, which I won't dive too deeply into, but we've got an assessment and a framework companies can follow. So we do have some level of it, but we don't necessarily prescribe where that transparency should be and necessarily how deep that should go. So the way that I try and talk about it with companies is work on defining it for yourself first. What does that look like? And there's a very high level journey that, for me, starts with understanding like why is this word important? If you're putting on your career site or your job ads or just putting it out there, there's got to be a reason why you're saying it, and if there's not, it's just an empty word. So where I tend to see it, there's two paths.

Speaker 1: 20:00

Typically, when it does work well is it's either heavily linked to your product, your value prop idea you're doing something that's bringing transparency to your customers or whatever that might be, via a platform or a product, and you can lean into transparency as a business yourself, which works really well or it ties heavily into your values and when you dig a little bit deeper and understand what those values are and why, that's when you can start to work with companies to help them understand what they should be leaning into and what they should be sharing more of.

Speaker 1: 20:28

I'll give you an example. Company I worked with recently talked a lot about they believe their strength is in having a diverse team, but they offered nothing around diversity, no transparency externally around what diversity looked like for them. I talked to them about the fact that they talk about strength and diversity and this is a really core value for them. That's an opportunity to be transparent and double down in that particular area. So, long story short, transparency is going to mean different things to different people, but I ask companies to look at their culture, their values, intrinsically to that, and look at where they can double down. You don't have to share everything across the entire spectrum, but think about what it means to your business, find ways you can double down and over index in certain ways, and that starts building a little bit of meaning behind the word for you as well.

Speaker 3: 21:13

So it's more personalized, depending on your business. I know at OpenOrg you're going in. You're taking a look at this with them, so it might not necessarily be like this is what good looks like. But in terms of leading practices, for example, what would something like open compensation what's a leading practice you might recommend, regardless of that company's personal mission? What advice would you offer?

Speaker 1: 21:41

We've still got some like minimum standards that we would say people should try and attain and get to, and then the optional. This is how you elevate it if you want to go crazy and go for it basically buffer style but for us, the minimum expectation, ideally, is to get to the point where you can comfortably put a salary or a salary band on a job advert when you're hiring. Now that, for us, is really important because you're then providing some external transparency, building trust with talent, reverse engineering that. How do we get to that stage? There's a lot of work that goes into that before you can get to that stage. So you've got to work on your compensation philosophy, your bands and your levels.

Speaker 1: 22:19

How do we benchmark our salaries? Where do we get that data from? We encourage companies to share that internally as well, as much as you possibly can, and if you can't, that's okay, but as an absolute minimum, what people really want to see is how is this decision being made? Whatever I I'm being paid, that's fine.

Speaker 1: 22:38

How have you come up with that decision? What data have you used and where have you got it from and how has that been assessed? So it's the why and the how behind the decision is actually really key for me as a minimum requirement. People don't care about what their colleagues being paid, necessarily, as long as they can see what they're being paid is fair and they feel that that lines up with what they should be getting paid. That's really key. So again, minimum expectation provide the how and the why behind the decisions with the things like pay and hopefully get to the point where you can comfortably put a salary on an advert and not have chaos ensue internally where people are reapplying for their own jobs because they see that you're paying someone else 30k more.

Speaker 3: 23:18

I never really understood why that isn't public information, because people are going to find out anyway, because they talk about it. So it's interesting to me that they don't share the process, because it is an in-depth process to go through salary band review each year and it's good for folks when they're talking about their year end and bonus and seeing where they're at and if they have room to grow. It's a good discussion to have with your people.

Speaker 1: 23:43

It's hard work and it takes a long time and that puts a lot of companies off and it won't suddenly mean that everything goes perfectly. You're still going to have some really tough, awkward, tricky conversations with employees who are unhappy about what they're paid, why they're paid it. It's not going to make everything go away, but it builds so much trust as a starting point so that when you have that conversation, people feel like they trust you. They can see it, it's open and it's a starting point for a conversation effectively. And you've got that backup. Most businesses have done their working out. They've got some data source behind them. That should build some confidence in you to have that conversation and say, look, we haven't just plucked this from thin air, this is what we've used, so share it.

Speaker 3: 24:24

It's honest and it helps others really understand the process, because I think if you're not in comp, it does feel like a mystery. Did you just throw a dart at the dartboard and pick this number? So it's good to include that. What about some leading practices in terms of company culture?

Speaker 1: 24:40

yeah, so we culture is one of the pillars under our framework and it's probably like one of the broader ones. What we try and get companies to do is really think about what does culture mean here? What does it look like? Because I think the default for a lot of companies when you look at career pages is like we've got great culture and then there's like a picture of a team playing like crazy golf or whatever they're doing on a team social and that like sums up culture on the face of it. And we're trying to get companies to start moving away from that.

Speaker 1: 25:07

Don't start sharing like all the positive employee stories of it's fun to work here, it's great. Start sharing some facts and reality around, like how do we succeed as a team? What is the sort of unique DNA or blend of how we work, our ways of work that enable us to work well together and succeed? And how do we learn? How do we fail? How do we thrive? How do we like communicate?

Speaker 1: 25:28

There's so much you can gain from understanding how a team communicates day to day. Is it synchronous? Asynchronous Boundaries have reset to communicate. Communicates day to day. Is it synchronous? Asynchronous boundaries have reset to communicate. It might seem like a lot of information, but you can get that across to people really nicely on on wiki or careers page or a job advert.

Speaker 1: 25:46

The companies that do this well do really well and they hire people who succeed really well in their business. So for us, that's culture. It's thinking more about operational excellence rather than that word culture. And when you start breaking it down like that and thinking in that way, you can actually look at some of those areas around communication and documentation and meetings. That's one of the areas under our culture pillar is encouraging companies to talk more about their approach to meetings. Engineers in particular, and others as well. Now, to be honest with you, really benefit and enjoy having blocks of time for like, deep work and focus. They don't want to be sucked into six hours of meetings a day. So start talking to people more about your approach to meetings as a business and people have the opportunity to opt in or out. That's like what we refer to as culture, rather than the coffee, the beanbags, all the other stuff.

Speaker 3: 26:38

Yeah, that's how we work around here. Right, that's all good stuff to highlight. What about benefits? How do you feel about leading practices there?

Speaker 1: 26:46

Yeah, another bugbear, and this is hard right. Like you can only get so much information on some careers page, for example, or a job advert, but they have defaulted over time to just being a little bit vague and shiny and like you can't really see much. So you see, like competitive salary mentioned, like just go a little bit deeper, even if it's an extra line to say we benchmark and pay on the 75th percentile. You can't just say it's competitive and that's going to suddenly mean it's competitive to everyone. Someone could be working for the you know business that pays 90th. Someone could be working for somewhere that's 30th.

Speaker 1: 27:20

You can't just say that and have it apply to everyone. So just add some meaning. So, generally speaking, best practice on benefits when we work with companies and look at this is just really I don't want to say tearing apart, that sounds a bit aggressive but like line by line, going through each benefit that they've listed and actually looking at how can you elevate that and add a little bit more clarity to what that is. And I think maternity leave, paternity leave, is a big one. So many companies write enhanced parental leave.

Speaker 3: 27:48

What does that even mean?

Speaker 1: 27:50

A week and if so, how much? Buy or would you offer 12 months full pay? Just tell people what it is. Actually, it's not a deal breaker for most people. It just helps them understand and plan ahead and think what does that mean for me financially if I do join here and I do decide to have a child? And it's not a deal breaker, but it helps set expectations and it's one of those things, famously, that's always been really hard to find out before you join a business.

Speaker 3: 28:14

Yeah, it's so interesting to me because my experience in organizations one that I was interviewing with or to have worked with although there's information provided, it's so high level and so vague and usually it's not until you get to the offer stage where someone will finally meet with you to get into the details. And I always think that's a disservice, Because if you're just exploring an organization, you want to be able to say what does this exactly look like, so everyone's happy in the end, You're not waiting all the way through.

Speaker 1: 28:44

Six interviews have happened, You've wasted five hours of everyone's time, You're at the offer stage and you lose that candidate because they didn't like the benefit package that they're getting Another example and one company that does this really well and you some might argue it's a bit overkill, but health insurance might work differently in the uk to the us. I don't know whether it's a little bit more comprehensive and everything's covered regardless, but absolutely not over here, like even if you have insurance.

Speaker 2: 29:11

It's absolutely like it's garbage. It's garbage.

Speaker 1: 29:14

I don't want to say I made the assumption. But it's the same here as well. There are some companies that say we offer health cover. Great, on the face of it, brilliant, I'm excited. But then you join and you realize, okay, it's just for me, it's not for my family. I didn't realize that. Or you realize, okay, I've got a very specific, rare condition that's not covered by this particular policy, so that's not a benefit to me. Now, and there's a company called Juro and others do this as well, but I know about Juro. You can, on their notion, you can dig deep on their benefits, click into their health cover and actually look at the exact policy document that they've got for their business. And it's long, it's in depth, but you can actually go and find out.

Speaker 1: 29:51

Is my specific condition covered, which is great.

Speaker 3: 29:54

Yeah, that's fantastic because that's the stuff people need to know when they're moving, especially when it impacts your family, as you mentioned, if you find out after the fact. Oh wait, that actually happened to a friend of mine where she found out with her new job, it only extends to her, it doesn't extend to her family.

Speaker 2: 30:10

So, yeah, I think a lot of organizations are doing really cool things too. I worked for an organization where, after I had my son, they flew my breast milk like overnight yeah Back to my house, which was like $800 a pop, and they did that for every single mother. And that, to me, is I don't know why you guys aren't screaming this from the effing rooftops. Yeah, there's also stuff that the organization could be screaming from the rooftops and they're not. Yeah, there's also stuff that the organization could be screaming from the rooftops and they're not.

Speaker 1: 30:39

Yeah, and this is again it's personal choice in terms of how much effort you want to put into it, but there are companies that will have. You know that we call them handbooks in the UK and try not to refer to it too heavily as handbook in the US, because it's a slightly different, slightly more legal document in the US, but like a wiki or a resource hub for employees effectively to be able to go and dig deep and look at this stuff. And you can keep it high level and say we offer enhanced parental leave. Or you can really provide a heap of depth on parental leave and not just like what do we give parents, but what does returning from maternity leave look like? How do we help you and support you and all that entire journey? There are some companies that do incredibly well, so it's not like to disparage everyone, but the majority don't scratch the surface.

Speaker 3: 31:27

What about with professional development is typically it's not something people think of as falling under benefits, but it's also something that you hope, as an employee, you continue to get, because then you feel that organization is invested in you, they're invested your growth. They want you to succeed. What does a good leading practice look like in terms of transparency around how much an organization is investing in your career development?

Speaker 1: 31:51

yeah, this is again. This you've just said those words as well. I think is like there's such a standard phrase on career sites of like we invest in people and we've got world-class career. If you're going to say that you've got world-class like career investment, whatever that might look like, show it like don't just dangle a carrot and then don't offer anything over and above that.

Speaker 1: 32:12

Really show what you offer people and give some clarity as to what that looked like on a a couple of levels. There's a few things on that. If you're going to list it as a benefit, again, something that we see a lot of companies do is dangle a carrot to say L&D budget, but again just a few more words to say what that budget is. It takes no effort and really helps people understand what they're going to be getting here. So there's tiny little tangible changes companies can go and make that really make a big difference to people. I think the deeper work and the work behind the scenes to really elevate that is looking in depth at how you progress and promote and keep people growing within your business. So career development frameworks is something that seems to be missing in the loss of companies, I think, probably for a reason. It's often it's hard to build. Sometimes if you're a bigger company and get everything in place and something that works and it ties heavily into performance, calibration and compensation and again you've got that big ball of christmas lights whatever we're talking about earlier that you can't unpick.

Speaker 1: 33:14

So career, when we look at the data of all the companies that take our assessment to understand, almost like a heat map of what companies do and don't share.

Speaker 1: 33:24

Career development uh, frameworks are always in the red, but for the large majority of companies they don't even share anything internally.

Speaker 1: 33:30

So there's a lot of companies out there saying we invest in people, but then you walk through the door and you don't have visibility of what's my next step look like or how can I move internally. So, again on our framework, one of our 35 areas that we zone in on and talk with companies about is sharing more information around internal mobility. So can you even share some basic data with people to say that this x percent of people moved internally last year, whether it's latently or vertically for promotion? That gives you a real indication as to like how people move within your business and how people can grow. So anyway, there's a lot of deeper work in depth you can go into there, but I think getting that internal clarity is helpful to people. And then, once you've got it, why wouldn't you share it? There's a few reasons here and there, but you should. And again, there's a couple of companies out there that do really well at just flipping their their internal documentation external.

Speaker 1: 34:26

And then, and it's amazing, who's doing this really well there's a company called cleo in the uk who I don't know. If you've come across a platform called progression fyi really cool, check out progressionfyi. They have their whole platform is about helping companies to build career development frameworks and using their platform. But progression fyi is also like a collective open source career development frameworks that companies share publicly. So clio have got theirs on there. They've shared it publicly and you can go on and look at all their engineering pathways, the salary bands attached to every single role, criteria for progressing.

Speaker 1: 35:04

They've got such a great name, particularly in the UK, for this stuff. And another one is Learnably, who again might not be well known outside of the UK because they're relatively small tech startup scale up, but Learnably are like an LMSms platform, so they major on development and growth for employees and they really drink their own champagne because of that. Going back to what we were talking about earlier with defining what transparency means to you, that a huge part of their value prop is about lnd and growth. So they've decided to major on being transparent about career development at learnably. If you're going to join us, we're going to make sure you know what you're going to get and how you're going to grow, and everything they've done has been crafted around that whole idea of lnd, because that's fed into their, their entire value prop as well where do you see this going in the next five years?

Speaker 1: 36:15

yeah, I am in a bubble. I have to admit that we operate a lot more at the startup scale up end of the spectrum. So companies anywhere from 20, 30 employees up to a couple of thousand starting to get larger. But we don't work with many 30, 40, 50,000 employee businesses and I get they're probably not going to be making the drastic changes anytime soon to how they operate and how they communicate. That's a lot harder. But certainly there's so many earlier stage businesses coming through. It precede stage.

Speaker 1: 36:45

I know a lot of founding teams who support what we're doing. They're a bit early stage to fully embrace and have a lot of this work verified because they haven't started hiring yet. But you see the mindset and the passion and the belief there and I'm not saying every founder coming through is like Gen Z. A lot of them are. A lot of them are coming into this world of work setting up their own companies now and then we will talk about the fact that Gen Z have. Everyone cares about transparency and trust, but Gen Z are more demanding. They care more deeply about it. It's a really important part of how they work, deeply about it. It's a really important part of how they work and they're building their own businesses now with this as a core value. So five years time I'd expect to see, particularly in the startup scale up world, businesses that do default more to transparency, whatever that means to them. They're at least able to say we're transparent and we've defined what that means, and if that's okay, because if it doesn't align with you, then fine, but it will align with certain people and and we're healthy and etc. Etc.

Speaker 1: 37:41

I'd like to see, hopefully, some good progression around pay transparency in particular. There's obviously a lot of movement in the US legally, so that's going to make some sort of change, I'm sure, and then there's some incoming changes across the EU as well. So what's sad is that either side of the UK right now we've got some legal waves happening, which is really enforcing some change, which is great, but nothing in the UK at the moment. So we'll see if we follow suit. But certainly on the pay front, that will change and I think as a knock-on effect to that, going back to what we talked about earlier, I'd heavily to. Pay is performance in career development. You can't suddenly become transparent about pay without giving people some context around how that ties into career development and levels and and how, then, they're going to be assessed to get to that next level, so that, as a trio is going to have to advance together? For me, um, as best as possible anyway yeah, that makes total sense.

Speaker 3: 38:38

I know you're as you say, you're in this the bubble, but with the, the gen z, really coming in and leading the wave of this bubble, those startups could become either clients or partners to these larger organizations. Do you think their approach to transparency may have an influence on some of these large organizations in the future?

Speaker 1: 39:01

I hope so. I hope so. As much as I don't operate so heavily in the large corporate world. As much as I don't operate so heavily in the large corporate world, I have to say some of the larger organizations out there are the ones actually doing better when it comes to things like pay transparency and visibility on career development, probably because they've got the resources there as well to do it from like a people team perspective. But particularly in the UK, the public organizations you like the NHS and you can apply to jobs and you know exactly what grade you're going to be at, what salary you're going to be at. Everyone's on the same, salary gets paid the same. There is visibility in a lot of the public organizations here which I imagine is maybe similar in the US.

Speaker 3: 39:40

It's similar. Yeah, the US government actually does transparency well.

Speaker 1: 39:44

Exactly, yeah, and there are things that you can give a little bit of a hat tip, so you just actually you know what, that there is the structure in place and similarly big consulting firms in the uk and imagine it maybe again similar in the us, like your pwc's, your ey's, etc. They've been around so long, they've got their structure so firmly set that, whilst they may not have the perfect culture for everyone, that's okay. People know what they're getting when they join. They know what they're not going to get and also the grading and the pace is like how you progress in those types of businesses is fairly clear to people and well known because they've been around for so long. So I'm I'm always wary of disparaging like large companies too much, because actually there's some things that they do really well that actually startups and scale-ups could learn from as well. Where they tend to get things wrong maybe is things like communication and day-to-day internal culture starts to get go wrong there because they become this sort of size where things start falling apart.

Speaker 2: 40:38

From that point of view, so funny with this conversation around transparency and even just like your relationship with work. I can't help but think about it like a really any relationship you have with a person, Meaning and I know we've talked about this. But when I think about dating or getting into a relationship with someone, if you're not honest or if you misrepresent yourself from the jump, you're going to have a problem. And when we think about any kind of dating scenario, if you would be like, yeah, they said that they really wanted to have X, Y and Z, but then they didn't, and we talked about how how can people start to get more transparent up above right, Especially at the org level? But I'm thinking here about where this really comes down to is individuals, how individuals are feeling as they're moving through these organizations. I'm thinking here about where this really comes down to is individuals, how individuals are feeling as they're moving through these organizations.

Speaker 2: 41:31

And I'm wondering if we can really double down on if you're a manager or if you're an employee and you're sitting in an organization that may have some opportunity. Everybody has some opportunity Individually. I have some opportunity, have some opportunity for transparency, but you really want to be this person that shows up well for your team or shows up in a way that you feel you need to as a manager. What can a manager do, agnostic of the organization, to drive transparency and drive that kind of honesty on their team?

Speaker 1: 42:06

Yeah, it's very tough. I think in some respects in smaller organizations it's more down to mindset of founder CEO. They're probably still close enough to the individual employees day to day for them to be the driving factor here. I think maybe when you get into larger organizations and most people have never ever met the ceo or know really what they look like or who they are, there is more of an opportunity possibly for managers, middle level managers, more senior managers, to try and direct and formulate some level of team level transparency. Everyone knows that as companies get larger, culture and values becomes lost on a broader level because you end up with your microcultures and across the entire business. You do have this opportunity to form your own microculture, microverse within your team. So if managers do care deeply enough about it and not to say that they're going to suddenly change the entire business and how the business operates, but there are steps that they can take to start understanding how they can build more trust with their team.

Speaker 1: 43:04

And again, this is a whole nother podcast episode, I'm sure, but managers are highly underdeveloped, under supported, under trained.

Speaker 1: 43:12

I think the latest stat that's flowing around now is like 82 percent of managers are accidental managers, like it's completely broken in terms of how management even works itself, and so most managers don't know where to start when it comes to how to manage a team and how to communicate with them, and et cetera, et cetera.

Speaker 1: 43:30

So, in terms of like steps you can take, we're building an open manager handbook with our community now building it together like a building public community exercise, which is really cool, but that's going to be filled with a heap of like resources, guidance on like how to build trust with the team, how to communicate with the team, how to run effective one on ones, but all with a lens of how to build trust with the team, how to communicate with the team, how to run effective one-on-ones, but all with a lens of how to do it in an open, transparent way.

Speaker 1: 43:54

It's tricky because some of it will go against the grain a little bit, potentially with what you're being told you are allowed to share and aren't allowed to share. But if you're not able to be transparent ie share the reality you can at least be clear with what you are and aren't allowed to share. So there's a bit of a difference between clarity and transparency. So even if you don't have the information to share with them, you can tell them what you can share and what you do and don't know, and that in itself is at least building some trust with your team.

Speaker 2: 44:21

I've been in. I think most of us have situations where you're leading a team and you're going through something really tumultuous layoffs, budget cuts, the business isn't doing well, et cetera and I've worked with people, colleagues and peers that have been like all you need to say is that you absolutely trust the direction of the company. You're behind this 100% and we're going to move on, and I have found that when I've tried that tactic earlier on in my career, it goes over like a fart in church because people, what they want to know to your very good point is I don't need you to tell me everything, but I need to trust that you're going to tell me what you can and you're going to keep me updated and we're going to go through this together. Yeah, people don't expect you to tell them everything. They don't even expect you necessarily to tell how you're feeling about it, but they need to be able to trust that you've got their best interests and that you're going to keep them updated as they go along.

Speaker 1: 45:17

Yeah, and you've got two examples of companies that do a relatively good job on this. Again, in terms of again, this probably has to be something that is ideally fed from higher up, but maybe it could be implemented in a larger organization by a middle manager. There's a company I mentioned earlier called euro. They're really intentional as a leadership team as how they will approach crisis types scenarios, whatever that might be. Layoffs interestingly, an interesting one, because you can see a layoff coming so you can plan for it. You could think about our comms plan how we're going to approach it. Weirdly, there's no argument real argument for companies doing a really bad job on this because they they always see it coming, they always have time to plan for it and they have the opportunity to communicate it if they want to. But there are things that happen that you can't control and euro was one example. They were backed by, if you remember, the silicon valley bank issue that happened a while ago.

Speaker 1: 46:06

Yeah, everyone sort of just forgot about that a little bit. So sorry if I've given anyone ptsd, but that happened and that affected juro and within minutes of that news being announced, juro's ceo was on slack. The entire business couldn't give them an answer as to what's coming, but there was at least communication there immediately to say this has happened. We could be affected. We will keep you posted and I can't remember exactly how many updates they were given, but there was continual updates very regularly throughout the entire weekend. No expectation for employees to read this, but it all happened over a weekend, didn't it? I think from memory and yeah, that's do committed to slacking the entire business all weekend about what was going on that that sort of level of intentional communication calms nerves, makes people feel involved, looked after as safe as they possibly can be and informed, and they're an incredible business. You have to work hard at that, but that's really great.

Speaker 1: 47:01

Another example, slightly different, is someone like gitlab, who a lot of people know and accept as the most transparent company in the world. If you go on their handbook, when they talk about transparency as one of their values, they're very clear about why it's a value. They're very clear about what they do share and they give you examples of the things they share. But interestingly, there's a line in there that says there are some things we don't share and when we don't share them, we publicly document what that is and why. So you can click a link and they'll tell you exactly what they don't share with people and the reasons for not sharing that information as well. And that is like perfect scenario, like defining transparency but building expectations with employees to understand and get some context for why certain things aren't being shared.

Speaker 2: 47:48

I think that education is equally important. Right, there are some things that it is in everybody's best interest not to share at a certain point in time. Right, there just is in business. But I think the ability to say this is it and to be very upfront about it again, it's so. People know what to expect, they know what they're getting into. Yeah, it's really that. Know what to expect, they know what they're getting into. Yeah, it's really that clear yeah.

Speaker 3: 48:10

It's also just acknowledging going back to the example about the Silicon Valley Bay, it's acknowledging something is happening. We know what's happening. We don't have all the facts, but we're going to communicate to you. So people aren't like trying to fill in the blank. That's what always happens, right? They fill in their own blanks. Conspiracy theories spread throughout an organization, and then it just now you're fighting that and the real information, and then no one believes the real information when you finally give it. So I love these examples.

Speaker 1: 48:38

The comfort it must build of thinking okay, my CEO is on it, like you don't communicate anything. If an employee sees it, that news, and they haven't heard from their CEO on the weekend, they might sit there and think should I tell them about this? Do you think they've seen the news yet? Or, knowing that your CEO is slacking you on the weekends about something like this, I think yeah, the trust in that leader must just be through the roof.

Speaker 2: 48:59

Yeah absolutely, absolutely. One of the things that I think is really important is being able to control what you can control. Is being able to control what you can control and, as an employee, you're either interviewing for a job. Maybe you're sitting internally at an organization and you're wondering what could I be looking at in terms of this organization? And I'm wondering what would you tell people You're best friends interviewing for a job? What would you tell them in terms of figuring out what that company really is?

Speaker 1: 49:26

Yeah, I haven't ever had to answer that. To be honest, we do a few things to try and help folks a little bit as much, as our advice usually is trained more on helping the companies rather than because we think if we can help the companies do better, that will automatically help employees and candidates. But I spend a lot of time personally looking at career sites and job adverts and I think I've gotten very good at just cutting through the rubbish. Basically, that's there, the buzzwords, the vagueness that actually a lot of people maybe read and take for granted and take as accepted. So encouraging people to not just see the words transparent on a career page but actually, if you see that, take that as a signal that you should be looking for some level of openness or something further that gives you an idea. Or, if someone's got a core value of diversity, start understanding whether they share anything about diversity or the commitments, failings, whatever that might be. So just try and think a bit deeper and go a bit deeper on that. That's like the high level stuff. There's basic things on the job adverts that people should be looking for some clarity on and most people do, frankly, is like thinking about like compensation and flexible working, like when will I be working? Where will I be working and can you think deeper around like policy on?

Speaker 1: 50:36

Someone just says hybrid three days a week. What does that actually mean? Their questions you won't have answered pre-application, but taking that into an interview to actually like really dig deeper on that and understand is it just three days a week or is it a monday, tuesday, friday, like whatever that might be? We built and shared what we call like our interview question index and which is like an open resource on our website and it's I think it's 60 or 70 questions. We just we did it for fun, to be honest, but like opportunity for people to understand that the tougher questions they could ask employers and interview to dig deeper on things like culture, like understanding, like, and what one of the questions on there is like why did the last three people leave this team?

Speaker 1: 51:14

Or what was the last mistake your ceo admitted to which I got some flack for and people said you should be a bit softer with that like and maybe like. So maybe someone could ask what was the last thing your ceo shared you that they learned, which for me became a bit fluffy. It could be like I've read a book and learned this, so I want to understand how open are CEOs and leaders about their own mistakes, their own vulnerabilities? It gives you a real indication of psychological safety and how people communicate and share information, and if an interviewer can't give you certain information, it's not necessarily that you should run for the hills, but it might give you a bit of an indication as to how communication and information is shared in that business. If they haven't even genuinely been given the information themselves. As a recruiter of 12, 13 years, that would signal some alarm bells in my head alarm bells in my head.

Speaker 3: 52:08

Yeah, I always tell people to ask the question what brought you here and what keeps you here? Because it's the what keeps you here, where the honesty starts to come out for folks, or if you see them. Oh, I don't know yeah, yeah, that pause tell is telling yeah, there's.

Speaker 1: 52:20

Sometimes I have to, like really work hard to find out why I'm still, why I'm still in this business is, but then and even the danger with that is there's almost very opinionated. So what, what's keeping someone else in the business might not be the thing that keeps you there as well, but understanding it's hard, because so many of these things could be linked to opinion. But again, understanding, like, who is the last person that failed to thrive here and why? Like what are the factors that leads to failure in this company, rather than always saying, like, why am I going to love it here? What do do you do for fun? Like always trying to find all the fun stuff. Understand who doesn't thrive and help you understand whether that might, you know, connect the dots for you as well.

Speaker 2: 52:59

I think it's really important to dive way deeper than most people do in their interviews and to not be afraid to ask those questions. I've had many conversations with people that they really want to know X, y and Z, but they're afraid to ask or they feel like if they ask then they're going to get penalized somehow in the interview process. And I feel like these are questions that you should be asking to really get a sense of what is the organization like, but also if you're getting any kind of pushback about those questions or even asking those questions, that's also information as well.

Speaker 3: 53:33

That's when a rejection is protection. Yes, ultimately.

Speaker 1: 53:39

The hard thing right now, at this moment in time, is it's such a hard thing to advise on because they're ultimately braver questions for people to ask, slightly scarier ones, and the mindset that so many people are in right now is I've just got to find a job.

Speaker 1: 53:53

So, like at the moment, people are just trying to find, prioritize finding jobs, even if they're not perfect, and it was a similar back in 2020 with, with covid, people were joining companies as a stepping stone, knowing I just need security for now and when the market improves then I'll move. So right now, this stuff isn't always a priority for people, but I've known a good few people in the last number of months who have jumped to jobs just for a job's sake and they've left them in weeks. There's no point in joining a business and going through onboarding and ramp up and hope if your gut is telling you that this is not the right place, because nine times out of ten it won't happen and you're better off still investing your energy and your time into trying to find the right place. But it is hard.

Speaker 2: 54:35

It's a really tricky time to be doing that and I hate to put it on an employee to say you've got to go through this journey, but I think it's really great, though, that people have these tools and these questions to ask to see what situation are they getting into, what's?

Speaker 1: 54:47

really sad is it's often the TA teams and the recruiters who get the flack for this. They're useless at giving me the information I need. They're really vague and the poor recruiter that's nine times out of 10, they just haven't been given the information. I've had this myself, like not being told what funding round we just done. How am I going to do my job properly if the leadership team won't give me the basic information I need to interview? So it's not usually the TA team's fault. Honestly. They don't sit there openly trying to hide things. It's just we're working with what we've got. But again, it's a huge indication really of like how does communication happen in this business?

Speaker 2: 55:20

A thousand percent, yeah, and quite honestly, most TA teams are armed with the sexy ass information and all the information they can have so they can get those folks through the door. So if they don't have it, again I think that's a really great call out that it might not be as clear in the organization. The other thing is, if the hiring manager we talk about this sometimes there's a difference between talent acquisition, like your recruiter, and then the person that's actually going to be quote, unquote, your boss, and if either of those people don't have that information, or I think it'd be very interesting if they give you different information as well, again, I think it's just, it's a big archaeological dig.

Speaker 3: 55:56

Put on your curiosity and critical thinking hat during the interview process the rapid round, here we go adam, no pressure, by the way, try to make this as fun as possible and not terrifying. So terrible, at least yeah, all right, I going to dive right in. Some of these could be yes or no, or true or false, and some might have broader explanation, and that's totally okay. I wanted to ask of the open org companies that you are working with, are there similar characteristics that you see in their leadership teams?

Speaker 1: 56:44

yes, I can divulge a little bit more if you want yeah of course. Relatively progressive, a younger generation less precious about titles and flatter hierarchies and structures in their business.

Speaker 3: 56:58

Okay, what is the next lever being added to the list above? We talked about comp benefits, career development, culture. What else might get added?

Speaker 1: 57:10

Flexibility is another thing that I think is just such a big topic at the moment the lack of clarity on are we working from home? Is it return to office? How does that look? Is it different things to different employees? There's a lot of problems around that at the moment. So, like clarity on that should be really simple, but it's terrible at the moment, so that should be a big one.

Speaker 3: 57:34

Okay, okay. We see a lot of large organizations today talking about social impact, environmental impact. Do you think, given the age of climate change, that companies should be transparent about their environmental impact, even if it's not flattering?

Speaker 1: 57:45

Yeah, I do so. The gen z, gen z, sorry big topic for them around, like esg and environment and climate. So it's a big thing that a lot of them are looking for, apparently, from employers when they join companies. So it will signal to me that the longer that it goes on and the worst things get out there, the more important this is for companies to talk about. The downsides is the pressure of greenwashing, etc. And everyone's talking about just doing something or trying to make it look as good as possible, and that's happened with diversity over the last few years. Definitely is like huge calls to do more on diversity, but it's become very performative. So yes, definitely, but but be careful okay, okay.

Speaker 3: 58:25

Do you think social media is going to make companies be more transparent or just more cautious?

Speaker 1: 58:31

hopefully both, hopefully both. So a trait I see from the really transparent companies that I follow and watch is very vocal ceos. On linkedin, for example, they post regularly. They post about whatever they want and they're not afraid to to either be vulnerable and share failings but also like really celebrate stuff. And it's interesting the the slightly larger or secretive companies. You never hear from a ceo and the fact that they don't post about anything starts making you think are they waiting for someone to comment on a post and call them out? And this happened with bupa very recently. The ce CEO posted about an award they won for women in their leadership team and there was a comment made that went viral and it all blew up. So more cautious if you're not able to be fully transparent, but hopefully that transparency will remove the need to be cautious.

Speaker 3: 59:22

Okay, true or false? Every company should have a public fact sheet about how they operate, true, okay? And is there such a thing as too much transparency?

Speaker 1: 59:37

There could be. Arguably no, but in certain instances there could be. And again it's a bit like the greenwashing example just now. Don't make it become like a performative exercise just for pr. Make it like embeddable. Don't overreach.

Speaker 3: 59:51

As soon as you can't model certain behaviors, it will start to fall apart what's one organization either one that you're working with or one publicly that you've seen do this really well, like you think they're a pillar example of good transparency.

Speaker 1: 1:00:14

A company called PostHog. Posthog is a small-ish tech business in the UK. I won't drone on because I'll talk about it for hours, but check out PostHog. They've got a public handbook. They share their roadmap. Their CEO is posting on LinkedIn all the time. That's so open, so transparent. They're amazing.

Speaker 2: 1:00:26

Adam. I love the work you all are doing. Thanks so much for joining us. Thank you for having me. Thanks so much for joining us today. Subscribe. Wherever you listen to podcasts, you can come over and say hi to us on the TikToks and LinkedIn community. Hit us up at yourworkfriends.com. We're always posting stuff on there and if you found this episode helpful, share with your work friends.

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Melissa Plett Melissa Plett

Workplace Cult of Disruption

Change is worshipped in the workplace…

But at what cost? From reorgs to reinvention, disruption has become the workplace religion. For the past 10 years, organizations have not only been incented and are, seemingly addicted to change and disrupting their companies. Mergers, acquisitions, new leadership teams, new technologies, new strategies, new, new, new.   How do we get to this place where it really feels like we're all working constantly in a cult of disruption?

Ashley Goodall helps us unpack how we got here, why it’s exhausting everyone, and what leaders should be doing instead to create meaningful progress. Spoiler: there’s a better way.

Your Work Friends Podcast: The Problem with Change with Ashley Goodall

Change is worshipped in the workplace…

But at what cost? From reorgs to reinvention, disruption has become the workplace religion. For the past 10 years, organizations have not only been incented and are, seemingly addicted to change and disrupting their companies. Mergers, acquisitions, new leadership teams, new technologies, new strategies, new, new, new.   How do we get to this place where it really feels like we're all working constantly in a cult of disruption?

Ashley Goodall helps us unpack how we got here, why it’s exhausting everyone, and what leaders should be doing instead to create meaningful progress. Spoiler: there’s a better way.

Listen or watch the full episode here


Speaker 1: 0:00

A sensible, healthy, capitalist, profit-maximizing organization will ask itself the question how can we help our employees do their best work first?

Speaker 2: 0:27

Hello friend.

Speaker 3: 0:29

Well, it's June. It's June in 2024. It is.

Speaker 2: 0:33

It's happening?

Speaker 3: 0:34

Do you guys go to the beach? Yes, we do go to the beach, so we live about an hour and a half two hours from the beach when you drive there. I swear to God, this is where they film all the car commercials because you can get on some really nice like serpentining switchbacky roads. They're all tree lined. You just imagine the Porsche commercial with the back tire kicking up leaves and that kind of stuff. It's a beautiful, beautiful drive and you live on the beach.

Speaker 2: 1:01

Well, I wish I lived on it live five like five minutes away. We just got our beach pass. I like to go early in the morning when no one's there, so I'll typically be there early and then I stay until noon and head out when all the people show up. Do you have an umbrella and stuff? If I stay there past noon, if it's going to be a full day thing, I have one of those tents that you, you. It has like a little window in the back and you see like I'll hang my legs out, but I am too Casper, the friendly ghost, to be out in that sun. I got melasma so bad one year. It looked like I had dirt on my forehead. What'd?

Speaker 3: 1:39

you do to get that off Like you're like right now? Yeah, Just eventually eventually rubbed off.

Speaker 2: 1:45

It just looked like I had a straight up patch of dirt on my forehead, like ash.

Speaker 3: 1:49

Wednesday was all here in the name of the father and the son. Yeah, oh, that's really funny, thank you.

Speaker 2: 1:57

Thank god for chemicals we are here because we met with leadership expert, consultant and author of several books, but the latest book, the Problem with Change, ashley Goodall.

Speaker 3: 2:11

He's held executive positions at Deloitte and at Cisco, heading up people organizations. Full disclosure Mel and I have both worked with Ashley in the past when our paths all crossed at Deloitte. What Ashley is really wonderful at is thinking about how humans can thrive in the workplace. And in order to do that, what do they need, mel? Stability, stability. I'll tell you, mel. When I read this book, I had two very distinct feelings. One was just total delight because the way the case was written around what work feels like right now was so absurd and so fucking accurate, at the same time that I was laughing through half of the book because I'm like, right, it was so relatable I'm thinking, yeah, man, I could have written these stories too, because this is a hundred percent the experience.

Speaker 3: 3:02

Yeah, especially in the last 10 years. You and I were talking like it doesn't feel like it's always been this way, but the last 10 years it's just gotten more and more and more.

Speaker 2: 3:11

Yeah, and change for change's sake not necessarily meaningful change, and it can feel that way sometimes that it's not meaningful, it's just to do it.

Speaker 3: 3:21

The other very distinct emotion I got was a massive sense of urgency, which is one of the reasons why we wanted to have Ashley on the pod, because it really does feel and the data is in that organizations are not only incented to disrupt and incented to change, ie, bring in mergers, re-strategize, reorg, bring new leaders in. Not only are they incented to do that, but they're almost addicted to it. How do we get to this place where it really feels like we're all working constantly in a cult of disruption? Because that all has a massive human toll, that all has a massive negative impact on companies' bottom line, and so we wanted to bring Ashley in to talk about this. And then what the hell do we do about it?

Speaker 2: 4:10

Yeah, Well, with that. Where's Ashley?

Speaker 3: 4:30

Ashley, welcome to the pod. Thanks so much for joining us today.

Speaker 1: 4:34

It's lovely to be here with you both.

Speaker 3: 4:36

Nice to see you. It's been a while. It's been a while.

Speaker 1: 4:40

I think it must be on the cusp of double-digit years, but we're all basically the same people we were.

Speaker 3: 4:46

A thousand percent. Maybe a little wiser, wiser Maybe.

Speaker 1: 4:52

A little calmer. Yeah, certainly smarter. We're definitely smarter than we were.

Speaker 3: 4:57

And we went through the plague. There's that.

Speaker 1: 4:59

Okay, and that's true. Yes, that's true, yeah, so yay, for the last 10 years.

Speaker 3: 5:03

Yeah, we're going to talk about cheat. One of the things that really struck me with this book was this life in the blender. While I was reading it, I was just like this has been my last 10 years of work, where here comes a merger and acquisition. We're going to re-strategize something. Oh, by the way, now we're going to switch up the leadership team. Oh hi, here's the management consulting firm coming in and they're in the era of the CHRO or they're in the era of the CEO, and now they're going to put their stamp on it. This was something that was like every 10 years, and then it was every five years, and now it's every two to three years, and there are some companies that it's almost every year. They're re-strategizing and it's just so much change that it makes it impossible to feel like you can get anything done, and there's like this massive human toll on it too. One of the things you talk about with the life in the blender is this idea that change doesn't equal improvement.

Speaker 1: 5:58

There's an experiment that I don't write about in the book, involving rats and pellets, so we should probably chat about rats and pellets for a quick. I'll do it, I'll do it.

Speaker 1: 6:06

And I haven't looked it up recently, but I know how it goes. So it goes like this you put a rat in a cage and there's a little lever or, as I say where I come from, a lever, and if the rat presses the lever or the lever, it gets a pellet of food sometimes and other times it doesn't. And so you can do this nice control condition and you can see how often does the rat press the lever if every time it presses it gets food, how often does it press it if it never gets food? And how often does it press it if it never gets food? And how often does it press it if it sometimes gets food. And the result is that the rat that always gets food doesn't press the lever very much because it just presses it when it's hungry and then goes off and has a rat nap somewhere. The rat that never gets food gives up really quickly because rats aren't stupid. The rat that sometimes gets food presses the lever like a maniac because it's like the spontaneous, the occasional reward drives this crazy behavior.

Speaker 1: 7:13

And in a way, listening to your narrative of we used to do change a little bit and now we've done it more, and then we've done it more. It's like we've only got one damn lever at work. It worked a couple of times a few years ago. Has anyone else got any ideas? I don't know. Let's press it again, shall we? It didn't work that time. Let's press it again. It still didn't work. And the rest of us now the rat metaphor fails a little bit are on the other end of the lever somewhere.

Speaker 1: 7:41

I think this idea of constant change, reinvention, transformation, disruption has become the only idea about how to run a company, which doesn't mean it never works. I think there's plenty of evidence that we've gone past the point where it's helping, certainly to the extent that we're doing it today. The irony of all of this is the godfather of disruption, if you like, is Clayton Christensen, who writes a book in 1997 called the Innovator's Dilemma, where he says the young upstarts companies will eat the lunch of the old, established companies because they have a different series of economic constraints and they have many more degrees of freedom, and so they can innovate and innovate, and innovate and innovate. And all of a sudden they go from a crappy product at a ridiculous price point with new customers to customers who suddenly flip from the established players to them because all of a sudden the price point got a little bit better. They got a minimum set of features and everyone can see the upside and hallelujah.

Speaker 1: 8:44

So if you're a big company, be really worried because the upstarts are going to going to take your business away. And everyone goes oh yes, kodak, yes, blockbuster, and you recite the litany of names, of which there are like there aren't 20, but anyway, um, but then you, if you actually read that book all the way to the end, you discover what his prescription is. And his prescription is if you're a big company, you're worried about being disrupted. What you should do is you take a small group of people, separate them from the company, either spin them out or make them a special product team, put them in a different place, wall them off. Give them a guaranteed budget. Give them a guaranteed budget. Give them a very clear mission. Keep a tight group of people. Don't change direction for a while, leave them alone and they will do the innovating for you. And what's that? That stability?

Speaker 3: 9:35

that's stability on both ends.

Speaker 1: 9:37

It's a stability in the legacy corp and in the incubator the innovators dilemma, said differently, is how can we create more stability at work? But no one has ever, to my knowledge, said that's what that book is about. It's actually a book about stability and you know we turn it into catchphrases and it's disrupt everything and disrupt yourself and fail fast and move fast and break things and all of a sudden all hell breaks loose. And here we are having a detailed conversation about how miserable change is at work. I don't think anyone ever intended that we get to this point, but I think we're massively in it now and I think we've got to come up with some different things.

Speaker 2: 10:15

This has a serious impact. This life in the blender is throwing so much around and if businesses are in this hamster wheel of every year you're making a change and you don't have the time or the runway to see the impact of that change and whether it's working before you change it again. So now it's this vicious cycle of the blender. Does it become critical that organizations start to create psychologically safe environments where people can say, hey, this is not a good idea. Do you think the C-suite is open to that? Or boardrooms are open to that?

Speaker 1: 10:49

So I wrote the book, partly out of the sneaking suspicion that C-suites were not aware of all of this. We need to raise our awareness of all of this stuff. Psychological safety is an interesting one. It's a real thing. It's very clear in the literature. That's a thing.

Speaker 1: 11:09

In our discussion of some of the other sort of psychological impacts of change, we can lose sight of the connection between the environment of work and the performance of humans, and it's too easy for people to go you know what. Suck it up. It's called work for a reason. We haven't created these institutions to make you lot happy. You don't get to feel good every day, you don't get to have your mental health and your psychological safety and all of these things, because this is the school of hard knocks. So I think the most important thing to do the whole time is to go listen. You could choose to create a healthy, supportive environment, because that's a good thing to do and you're a human too. But if that argument doesn't get you there, these things are what lead to performance or non-performance.

Speaker 1: 12:03

It is a silly way to run a company to subject it to life in the blender, to constant change, because what you're doing is removing the ability of your people to solve things for you or massively, ironically to innovate. Innovation doesn't come from change, it comes from stability. It comes from a predictable set of relationships and environments and rituals and rhythms that allow people to go all right. I don't have to worry about a whole bunch of stuff. I can focus my time and attention and creativity on a well-understood problem without having to worry that in three weeks' time, I'll have a new boss and I've got to explain what I'm doing to them, and then, three weeks after that, I'll have some other thing and some other thing, and some other thing and some other thing.

Speaker 1: 12:49

So the prescription for all of this is, for sure, change less, have a higher bar on all of this stuff. Understand that we are playing with fire here. Understand that the fire is not people's upset but people's performance. Understand you're dealing with that. And then, sure, we've got to change once in a while. But people have got to learn what stability looks like at work, what the inoculation is against change. And we've got to be very deliberate at creating stability at work, because as soon as you say that to anybody, as soon as you say, how about some stability? The people who are humans go. Oh yeah, that sounds really nice.

Speaker 2: 13:38

Relief right your shoulders drop.

Speaker 1: 13:42

I think that's the world people are imagining, where they say you know what? I believe in change. They're imagining a world where change comes, improvement comes from stability. That's what we're actually all trying to reach for.

Speaker 3: 13:56

Out of curiosity, when you talk to leaders that are sitting at a C-level and you're talking about this case for stability right, the problem with change the case for stability right, the problem would change the case for stability, what is?

Speaker 1: 14:07

their reaction. The ones I talk to, feel the tension between the pressure to change and the need to look after people. I haven't run into many people who would name it stability. So I think what I took away and again, I interviewed people up and down organizations for the book there are people who see quite clearly in executive positions the downside of change. We just haven't given them words and techniques for the counterforce thing. But the folks I spoke to, or the folks I speak to, are not going oh goodness me, I've got to turn down change and dial up stability. They're saying I've got to turn down change. And then what? And is there a way we need to teach leaders, we need to tell stories that the stuff that we all want in the changey change actually comes from the stability. And the stuff that we want in the changey change is performance. Innovation actually comes from stability more often.

Speaker 1: 15:21

It is not to do the jobs for them or tell them how to do their jobs or decide for them how their jobs are best to be done, or tell them how to do their jobs or decide for them how their jobs are best to be done. It is to pin back your ears and listen and look and offer and support and help. And again, the role of an organization is to support its employees in doing their best work, which doesn't start with ignoring the employees and deciding what best work looks like. It starts with paying attention to the employees and how best work happens and where it comes from and back to stability. It leads you to teams. It leads you to ritual. It leads you to helping build people's competence. It leads you to a whole bunch of stuff. But you don't follow the path to any of those things if you don't first understand that a sensible, healthy, capitalist, profit-maximizing organization will ask itself the question how can we help our employees do their best work?

Speaker 3: 16:24

first, Work first. So much of this I am wondering is this on the capability of leaders. When I think about the people that are making the decisions about the change, the transformation, in my experience a lot of those people have MBB firms in their ears telling them this is what your competition's doing, this is what the market's doing. They have pressures from various stakeholders the stock market, the board. You have to keep up. You have to keep up. Some of the reason why we're here is because leaders have the lack of capability to lead.

Speaker 1: 17:06

We can offer a couple of candidate explanations. Right, one is that leaders are living in an ecosystem that demands this stuff and the ecosystem you've named, I think, many of the bits of it. There is a stock market and, by the way, the stock market isn't a person, but the people who analyze the stock market are people, and they've learned that shareholder value is the most important thing. Then there are the people who tell the CEOs what to do, and they're the activist investors and the consultants and the investment bankers, by the way, and they've been brought up in all of this and you keep going down the chain to who are all the decision makers and what are the unwritten truths or, in many cases, the written scale quotes truths of this world, and a lot of it is. We have to maximize shareholder value, even though we can't measure it over any sort of decent time frame or human time frame. At any rate, you run into the sort of idea that you have to take dramatic action, and if you're not taking dramatic action, somebody else will and your competitors will. So there's a lot of reinforcement of a set of ideas and not a lot of people standing up and going hang on a second.

Speaker 1: 18:31

But the alternate concept of work might be run an organization so that its employees can offer their best and reason up from that, up and out from that idea. Up and out from that idea, and that's not crazy in terms of looking after the interests of owners or the interests of customers or the interests of God, help us employees. But that's not the place we live today. We live in a place where there are certain accepted truths about how you run a company and you get to look after the employee stuff until you feel it conflicts with the set of accepted truths, at which point you snap back into the set of accepted truths and you do the layoff and you do the restructuring and you do the spinoff and you do the spin-in, the spin in, and in between them you say words like people are our greatest asset, and everybody rolls their eyes and they put up with it because apparently not many people can think of a different way of doing all of this. But yeah, there is an ecosystem component to all of this, I think.

Speaker 3: 19:40

My concern with that is when that ecosystem is running on quarters like we need to see improvement. We need to see impact financially within the next three months. That's the way almost every organization is living right now. I've seen so many organizations do this as of late. They're needing to make an impact. One of the lever levers is absolutely change and another one is dump the people, get rid of these people. How do you think most organizations view people, view their employees?

Speaker 1: 20:15

I think that many leaders are actually sincerely torn because they can see enough of the ecosystem and they can see enough of the humans and they know that the layoff isn't a wonderful thing to do. And they probably know in the back of their minds that if you do the layoff and the market doesn't like it, that will be the wrong outcome. But if you do the layoff and the market likes it for a couple of days, that will be the right outcome. And they probably also know at the same time that's not the leader they set out to be when they were more junior. I think if you give leaders the benefit of the doubt, you can imagine a leader sincerely and honestly conflicted about all of this. My point would be, to the extent that's true, could you choose option B once in a while? Could you actually choose the people once in a while, or could we have a conversation about starting with the people once in a while, as opposed to the needs of the machine must always drive what we do, because we can't stop the machine, because it's something, sooner or later you go. The machine is us. Come on, folks, we can decide to stop the machine. One way to stop the machine is to take your company private. For goodness sakes, it was Francesca.

Speaker 1: 21:54

You and I have a history at Deloitte, and Deloitte does not worry about what's going on this quarter with nearly the intensity that public companies do, and so Deloitte, in a way, has a different attitude, and private companies have a different attitude to their investors which, by the way, is weird because they're more intimate with their investors, because most of the investors are the partners who are walking up and down the corridors every day. So it's like the private company world has a closer relationship with its owners, which allows them to be long-term thinkers Isn't that strange? Which allows them to be long-term thinkers, isn't that strange? And that the public company world has a much more arm's length relationship with many of its investors at least, which forces them to do short-term things. It's because there isn't a relationship there. It does strike me that when you change the context in which leaders are asked to make decisions, then they can tilt more towards people. I remember one of the things I was most impressed by in my time at Deloitte was what Deloitte did in the Great Recession.

Speaker 3: 23:02

I know that I use this story. Yeah, tell the story, because this is that you tell the story. You tell the story. We'll see if we're telling the same story. It'd be funny.

Speaker 1: 23:11

Fabulous, there were two great stories, yeah yeah, so mine is that deloitte said look, there are some storm clouds on the horizon. So what we would do if we were to do the usual thing would be fire a whole bunch of people and try and weather the storm and then, probably in a couple of years, we'll hire them back again. But that's silly, isn't it? Because we're going to upturn a whole bunch of lives and already things are pretty bad because it's 2008. And we know what was going on in 2008. And so we'll upturn a bunch of lives and then we'll have a whole bunch of hiring costs that we don't need. So we're going to go.

Speaker 1: 23:48

The quote, the phrase I always remember was we're going to go long on people and we're going to carry those extra costs and we're going to take it out of the partners pockets, and the partners will support this, and the partners did support this. And we are going to put people first so that when the storm passes we are more strongly positioned to face into the future. And it worked, and it was just massively sensible. And it shouldn't be the only example I can think of that in the last quarter century. That's the thing that really upsets me.

Speaker 1: 24:26

I'm sure there are other examples that I haven't come across yet, but that's a terrifyingly rare thing for a company to do, and I think if a public company did that today, they would be in all sorts of trouble because the ecosystem would go you people are crazy and the activist investor would show up and go. I'm going to have a proxy fight with you guys now, because you shouldn't be allowed to run this company and the institutional investors would go. You just sank the stock price, so blah blah, blah, blah blah. Was that your story?

Speaker 3: 24:54

No, it wasn't my story. But during the same amount of time and I might be getting these wrong right, big fish stories periodically might have embellished, but during the same time.

Speaker 1: 25:06

Did you say big fish as a verb?

Speaker 3: 25:08

I did. That works, I know, there you go Big fish. Okay, so 2008,. Right, so they went long on people. Another way I remember them going long on people was deciding to build Deloitte University, oh yeah, so not only are we going to go long on people by holding our people and keeping them, but we're also asking for a capital call of the partners, and if you don't know what that is, hey, partners, I need everyone to cough up I'm making this up $100,000 to build a corporate university which, by the way, this was not something that people were doing, because we want this to be this cultural hub to invest in people. As a evidence, proof point of going along on people, again, while everyone was cutting, they went long, and the thing that I think about, though, is that was 2008. It was a recent example.

Speaker 1: 25:59

Our listeners need to write in.

Speaker 3: 26:01

Yes.

Speaker 1: 26:03

Goodness me gosh, how old do I sound. Write in on an envelope, put a stamp on it. Goodness me gosh, how old do I sound. Write in on an envelope, put a stamp on it and send it to us at PO Box, goodness knows what. There are quite a few firms that have gone private recently because they want to exit the quarter-by-quarter ecosystem, the activist-investor ecosystem. There are probably other examples out there of having greater freedom as a private organization. But the answer to all of this can't be go private. It can't be. If you're a large company, that means you've got to find hundreds of billions of dollars. The answer to all of this has got to be have better companies. Yes, people have better companies. How are we going to do that?

Speaker 3: 26:42

Yeah, or going back to every once in a while not even all the time, but every once in a while going along on your people, like making that courageous decision potentially to go along or getting good at the difference between change and improvement.

Speaker 1: 26:56

Everyone's interested in improvement. That's fine. That's actually what the activist people want and the consultants want and the investment bankers want and the analysts want. They actually want improvement, but we've just lost the ability to distinguish between change and improvement. So every change looks like a good change and off we go. How can we make things better?

Speaker 1: 27:29

You have to start with the recognition that change and improvement aren't the same thing. I think people at work know that and most people know a half-baked idea fairly quickly when they see it coming baked idea fairly quickly when they see it coming. And it is career suicide to raise your hand more than a couple of times. So the serious point here is we cannot say in organizations tell us if this is a bad idea, because we've created again a power structure and ecosystem where it's hard for people to tell you. If you're a leader, you've got to get curious and you've got to get skeptical about all of this stuff and you have to think much harder about whether I am in change creating. As you mentioned a moment ago, mel learned helplessness. So people have such a lack of control that all they feel like doing is phoning it in every day, or you're creating anxiety, control that all they feel like doing is phoning it in every day, or you're creating anxiety, or you're upsetting teams, or you're disturbing people's sense of place or meaning or any of those things. But we have to teach leaders, they have to be the ones doing this, and we have to explain what no one has ever explained to them before that this stuff ain't always a good thing and it has some very serious psychological consequences. And if you're in the business of improving an organization, then very serious psychological consequences are things that generally you want to avoid. We need to train leaders massively more intensively and massively differently than we do it today, because we've all seen this Most leadership training in organizations is a sort of afterthought and we very often give people the job of a leader before we train them to do the job of a leader.

Speaker 1: 29:15

And you don't do this for surgeons or for pilots or for anyone who's got somebody else's life in their hands, or for any job where it's really important to be good at it, but somehow we do it for leaders as though, yeah, the leader thing. Look, you were the best of the people at doing the follower job. So we gave you the leader job and the trainings in six months, and meanwhile, here are some articles all about change and disruption. You'll enjoy them Off, you go, good luck. And then what's the person? Do they look around and go? What are all the other leaders doing? They're doing reorgs. They're doing disruption oh dear, I'd better do that as well. And we again perpetuate a cycle of leadership capabilities you were asking Francesca a little while ago about. Is this about leadership capability? I think for sure. It's about leadership training, it's about leadership selection, it's about leadership support. It's about the leadership infrastructure and ecosystem of our organizations in a very significant way.

Speaker 3: 30:15

If I could add one to it and I'd be curious about your reaction to this the cohesion of the leadership team as well. I've seen senior leadership teams where the loudest voice in the room gets the win, and if you can't dissent, or if you can't at least understand how to work together as a leadership team, I don't think your organization has a chance. When you look at leadership teams that don't have a healthy cohesion or a healthy dissent ability, your organization is pretty screwed.

Speaker 1: 30:42

And what does that team therefore lack? It lacks a sense of belonging, it lacks a sense of place, it lacks a sense of meaning, it lacks a sense of certainty, it lacks a sense of predictability, it lacks a sense of control. It is a failing team because the place where all of the things that we're talking about either thrive or wither is on a team. And, yeah, if the top team doesn't experience stability, doesn't know how to foster its own stability, then, yeah, good luck everybody else.

Speaker 2: 31:16

It's interesting, especially if stability is the name of the game, right? One of the use cases is around the onboarding of leaders. When you think about a leader's first 90 days either a new in an organization or just new in their role there is this expectation that they've changed something, that they've innovated on something. Do we start there? Is that the lowest denominator to say stop having this expectation for new leaders?

Speaker 1: 31:41

It is part of the ecosystem thing as well, isn't it? Because we teach people to come in and make change in the first 90 days. Therefore, change is the thing that leaders do. Therefore, new leaders must come and make change. It would be a lovely and fascinating exercise to say to a leader all right, in your first 90 days, I want you to discover everything that's working and elevate those things and explain to everybody why.

Speaker 1: 32:10

Those are examples of the sorts of things you, as a leader, want to build in an organization and just completely flip the script. If you flipped it that way, you would be building massive stability for people, which goes here's who we are eternally. Here's how we do our work eternally. Here's what we value eternally. Here's who we seek to serve eternally. We're going to keep all of those, honor those, elevate those, preserve those, and over here, x and Y. We need to find a better way of doing these things. Can you help? For me at least, that's a very psychologically healthy way of beginning a narrative that feels like an improvement narrative, not a change narrative. Now, this whole conversation is about a hell of a lot more than the narrative, but it is interesting to just try on a few words for size and see how they make you feel as a leader or as an employee, and to see if we've actually put the emphasis on the wrong syllable when it comes to all. Things change and we should emphasize some stability too.

Speaker 1: 33:47

So Mel and I like to do this thing with our guests called rapid round, ideally quick short answers.

Speaker 3: 33:50

However, if you met me, I know I understand, I get it, I get. But this is the thing, this if we need to go off, we need to go off on the scenic route. That's the point. It's fine, it's fine, it's fine. All right, are you ready to play ash Ashley?

Speaker 1: 34:00

The medium quick, medium rapid round. Yes, I am.

Speaker 2: 34:04

We're not willing to take a stand on anything. Hopefully this is a fun one for you. In your book you mentioned the word disrupt. Gets folks extra bonus biz dude points which crack me up. What buzzwords would you like to see die off already?

Speaker 1: 34:24

you like to see die off already. Strategic, which is not considered a buzzword, but is affixed to the front of far too many things to make them sound better than they are and to paper over a lot of very lazy thinking. So you just have to call it an asset. It's not a strategic asset. You have to call it an investment, not a strategic investment, and we can save a few syllables from the world.

Speaker 2: 34:43

I appreciate it. Let's simplify. What new buzzwords are on the horizon that you're like? Let's stop this immediately, before this catches on.

Speaker 1: 34:53

AI is getting.

Speaker 2: 34:54

Oh.

Speaker 1: 34:54

Jesus up to everything.

Speaker 2: 34:56

Truly.

Speaker 1: 34:57

And some things that are AI, which is a thing, but plenty of things that aren't AI and that are actually just math or an algorithm, but it's AI, this and AI, this and AI, this and AI is the new blockchain, because a few years ago it was we'll do this on the blockchain and this on the blockchain and this on the blockchain and this on the blockchain, and sooner or later, you just want to go shut up and sooner or later, you just want to go shut up. Ai is terrifying, I think for me certainly, because it seems to remove humans from a lot of necessarily human interactions, and you've got to ask yourself where does that point to? But I don't think we help by affixing AI on the front of things that aren't AI-like.

Speaker 3: 35:38

All right. What would you like to see CEOs do more of? Lesson how about less of? What would you like to see them do? Less of?

Speaker 1: 35:53

Change for the sake of change. By the way, can I go back now? I'm going to go back to my prior answer Listen. There is an art to listen I don't just mean be conversationally savvy. Create the systems and structures to understand the experience of work on the front lines and then pay attention to that so that there is like an infrastructure that needs to happen yeah, but listening to occur I love that answer.

Speaker 3: 36:14

There's a very deep schism a lot of times between the front line and leadership and, quite honestly, we have all the tools Qualtrics, blah, blah, blah, blah, blah to do that efficiently. It's just listen to it and maybe do something with it. Would be nice too.

Speaker 1: 36:28

But you have to make it a priority and you have to realize that the things that people tell you are not the whole story.

Speaker 3: 36:33

Fair. Yeah, All right. Same question for CHROs, our chief HR officers. A lot of times they are in the ear of the CEO and the people voice sometimes, but what would you like to see them do more of?

Speaker 1: 36:56

I wrote a chapter about it in the book Advocate for Employees. And again, that's a hard thing because of the business decisions we want to make and not necessarily come up to the C-suite and go. You shouldn't do this because this will create uncertainty, anxiety, unbelonging displacement, blah, blah, blah, blah, blah blah. You shouldn't do it. But I would like to see CHROs feel the necessity of doing that more. And, by the way, to give another answer to one of the prior quickfire questions, which is now a slow fire question, I'd like to see CEOs demand that of their heads of HR more. I'd like to see more CEOs go. You know what we actually do, really need to change the balance on the people stuff. And so, head of hr, that's on you, and if you come and tell me we've got the balance wrong, I'm gonna listen to you yes or no?

Speaker 3: 37:53

do you believe most hr organizations are working in benefit of their people?

Speaker 1: 37:57

I think they're missing a few things, like if you look at the way HR is structured. It's structured to support business leaders. Mainly it's structured around business priorities. I've spent countless hours sitting in HR off sites where HR says, all right, as good citizens of life in the blender, we're going to change our strategy. What should the new strategy be? And someone around the table goes we should start with the business strategy and then we should figure out the people implications of the business strategy and that will tell us the HR strategy won't hit. That's an incomplete answer. Yes, it is, because the other part is what do the humans need? And the humans don't need the business strategy. The humans need the conditions of human performance. So those are things we could bring those into the conversation. We could bring those into the strategy.

Speaker 1: 38:45

I would love a stability governance organization in a company. What would stability governance look like? You can imagine HR playing that role. It doesn't at the moment. How do we train leaders, how do we listen and how do we deploy ourselves so that we understand the experience on the front lines? Because, again, most of the time you have to be a business of a certain size to get one HR person who has then massively run off their feet trying to keep up with the leaders charging around doing the business strategy stuff. Their feet trying to keep up with the leaders charging around doing the business strategy stuff. We've got to figure out a way of rethinking that so that we expand HR's portfolio to include the conditions of human performance, because, goodness me, those should live somewhere in our organizational construct.

Speaker 3: 39:34

Yeah, and right now it's like learning and development. Sometimes it's looking at the talent management team and being like aren't you doing that? Are you doing that? Because I'm not doing that, that's not my domain, so it doesn't feel like it's something that is its own entity and needs to be its own entity.

Speaker 1: 39:46

And there's a little bit more to continue my very long answer to this now.

Speaker 1: 39:50

Not at all quick fire. This is the slow fire round that. When HR talks about performance, we get very quickly to performance management and skills and all the things that we can capture in spreadsheets and that the software gives us. But if you go and talk to people on the front lines about what are the ingredients of performance, they go a leader who talks to me in language I understand, a sense of predictability and a set of relationships on my team and there is no line item budget in HR for those things. So the definition of performance needs to be agreed and understood, because HR doesn't actually map to those things. Hr maps to things that you hand money to vendors for, and those things are good organizational administration things, but if you think that those are the same as performance things, then you have a very strange idea of what performance looks like.

Speaker 3: 40:55

Ashley, thanks so much for joining us today. It was a pleasure seeing you and chatting.

Speaker 1: 41:00

Lovely, lovely to catch up, and let's do this again soon.

Speaker 3: 41:03

Thanks so much for joining us today. Subscribe wherever you listen to podcasts. You can come over and say hi to us on the TikToks and LinkedIn community. Hit us up at yourworkfriends.com. We're always posting stuff on there and if you found this episode helpful, share with your work friends, Thanks Fred.

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Melissa Plett Melissa Plett

Jerks at Work

erks are everywhere…

The micromanager. The drama queen. The sly saboteur. Toxic coworkers come in all forms—and they’re not just annoying, they’re disruptive. Ever wondered how to handle that gaslighter or micromanager in your office? Well, we’re exploring these challenging workplace dynamics with Dr. Tessa West, a psychology professor at NYU and author of "Jerks at Work."

In this episode, Dr. West shares her journey from the high-end retail world to academia, offering practical advice and engaging anecdotes that illuminate the complex nature of dealing with difficult colleagues. We unpack how to deal with jerks at work without sacrificing your sanity, success, or standards. You'll walk away with actionable strategies to not only survive but thrive in your professional environment.

Your Work Friends Podcast: Jerks at Work with Dr. Tessa West

Jerks are everywhere…

The micromanager. The drama queen. The sly saboteur. Toxic coworkers come in all forms—and they’re not just annoying, they’re disruptive. Ever wondered how to handle that gaslighter or micromanager in your office? Well, we’re exploring these challenging workplace dynamics with Dr. Tessa West, a psychology professor at NYU and author of "Jerks at Work."

In this episode, Dr. West shares her journey from the high-end retail world to academia, offering practical advice and engaging anecdotes that illuminate the complex nature of dealing with difficult colleagues. We unpack how to deal with jerks at work without sacrificing your sanity, success, or standards. You'll walk away with actionable strategies to not only survive but thrive in your professional environment.

Listen or watch the full episode here


Speaker 1: 0:00

Every jerk I've talked to, because I've been brought in by a lot of companies to do de-jerkifying coaching and most of these people are actually like lovely, and you're like I was expecting a monster and I'm just getting a sad person who is shocked.

Speaker 2: 0:15

The worst kind of thing.

Speaker 3: 0:28

Mel, what's going on? Hey, y'all have a heat wave.

Speaker 2: 0:31

Yeah, we have a heat wave. Yesterday we had an advisory for the air quality. Always a fun alert to get. Fantastic Remember when New York City, though, was in the wildfires last year, you know yeah, I happened to not be home during that time, but my husband sent me pictures. The sky was just completely orange over here, so it's just wild, ah fun with climate change.

Speaker 3: 0:55

Fun with climate change, yeah, good times, yeah. Well, speaking of New York City, we talked to someone from New York City, didn't we? We?

Speaker 2: 1:02

did, we did, we did. We spoke to Tessa West, who is a professor at NYU, and we wanted to get down on the topic of work, jerkery all the jerks at work.

Speaker 3: 1:18

Yeah, this is something that I'll tell you. One of the big themes coming out of a lot of our conversations and a lot of our work, especially on the pod, is how do I deal with these people at work that we will broadly categorize as jerks? The on the pod is how do I deal with these people at work that we will broadly categorize as jerks the gaslighters, the credit stealers, the micromanagers, all the jerks that we deal with. And so we called up Dr Tessa West. She is a professor of psychology at NYU. As Mel mentioned, she's also a leading expert in the science of interpersonal communication. Mel mentioned, she's also a leading expert in the science of interpersonal communication. She has written two books One she just dropped that's very cool called Job Therapy Finding Work that Works For you, and the other, mel. What is it? Jerks at Work, jerks at Work. Dr Tessa West has literally written the book about jerks at work, the type of jerks you meet. What do you do about them? What did you?

Speaker 2: 2:06

think about this episode, Mel. I really loved it because I think we've all been jerks at work. I don't think anyone's immune to being a jerk. I think it's on a spectrum, like we say, with a number of other things. But we've all been there. We've either been one or we've experienced it, or both. It's really insightful to think through what that looks like, how that shows up and how you can deal with it.

Speaker 3: 2:28

Loved everything that Tessa walked us through in terms of the types of jerks. What do you do about it? Stick around for the round Robin, because she absolutely gave the best one-liner for how you respond to someone being a jerk that I've ever heard in my life. I'm getting it embroidered on a pillow Awesome, yeah, it's awesome.

Speaker 2: 2:47

Well, with that, here's Tessa. Welcome, Tessa, to the your Work Friends podcast. Tell us your story. How did you get into what you do?

Speaker 1: 3:06

I'm a psychology professor at New York University and I study uncomfortable social interactions. So everything from feedback conversations with your boss to having an uncomfortable interaction in the doctor's office to working with an international group of people on a team and I've been doing this for 20 some odd years. I actually got started really studying this kind of topic of how we handle uncomfortable interactions and how they play out at work by working in retail myself and selling men's shoes at Nordstrom. I have an academic life but a non-academic path to get there, and I think if anyone's ever worked retail high-end retail in downtown Santa Barbara was where I worked. That is just the sort of perfect breeding ground for all difficult people jerks at work, status climbers, customer stealers, all that juicy stuff. I joined a lab at the same time at UC Santa Barbara. That did nothing but put people in these horrifically uncomfortable situations where you're interacting with someone who is giving you dirty looks while you give a speech on why you're a good friend. I was actually the person who gave the dirty looks.

Speaker 1: 4:15

That was my job, and so I learned academically how to study these things and study the physiology underlying people's stress they're under the skin responses while living it out in my own life working in retail, and eventually brought these worlds together to study these topics in the workplace. In the last maybe five to 10 years I've really focused on those really difficult moments we have at work, trying to figure out why we're stressed, why stress threads from one person to another and what we can do about it. And so now I have a good 30 some odd years experience uncovering all the difficult things people go through in the workplace.

Speaker 2: 4:51

One. Anyone who's been in retail myself included, also in shoes, I will add that is a very interesting experience. If you've been in any sort of customer service facing role, I'm sure you've had to have the most insane conversations. So I love that. I know, francesca, and I hear often from people am I a jerk at work one, and how do I deal with jerks at work? Which inspired us to reach out to you because we saw that you wrote a whole book on jerks at work and now job therapy. So in your study I love that you won. Your job was to give people dirty looks Interesting experience.

Speaker 3: 5:28

Sorry, but I'm thinking about. First of all, I know the exact Nordstrom you worked out is the one down in, like the city center of Santa Barbara. Really, yes, I can't imagine like that clientele selling shoes, selling men's shoes, especially when you're a pretty woman as well 18.

Speaker 1: 5:45

I didn't know what I was doing at all.

Speaker 3: 5:48

The dynamics there and the idea of. I love how this started, with this idea of like, awkward dynamics. I'm just wondering how much of that started with either you feeling awkward or you feeling like this person is awkward. Was it a mutual thing or is it more of like? Why do I feel awkward in this situation?

Speaker 1: 6:04

I think at first it was very much. Why do I feel awkward? I'm in my own head a lot and I think there's a lot to play around with there. One.

Speaker 1: 6:12

I grew up in Riverside, california, which is not a fancy place. My dad was a construction worker. I was not used to interacting with these rich Montecito men who would come in and say I need shoes for my gardener and buy like $600 shoes. So there were all there's a lot of status cues going on. So one thing I ended up studying later on was how we have cross status interactions with people who are richer or poor than us or more educated, and how we leak out our social class and all these subtle ways. So I think one of the reasons why I found those interactions so uncomfortable is because I grew up very blue collar and now I'm at UC Santa Barbara selling shoes to this like rich, white, older male population and I was asked to do all kinds of really weird things. I got down on the ground and pet someone's poodle and let it lick my face while I was putting shoes on and I just thought to myself I guess this is just what you do.

Speaker 3: 7:03

I'm okay. I'm okay, this is normal.

Speaker 1: 7:06

This isn't degrading at all. Totally fine. Totally fine, I'm going to make $60. It'll be totally worth it off the sale.

Speaker 1: 7:12

So I think a lot of that awkwardness lived in my head. It came from a lack of understanding norms, not getting the hidden curriculum of how one ought to behave in front of wealthy people. I didn't get that kind of training. And was I awkward? I'm sure I was, but I think most of us walk around with a lot of it living in our heads, more so than it actually becoming a dyadic or interpersonal phenomenon, and I definitely. For me, I try to turn lemons into lemonade and try to make a whole career out of all that really uncomfortable shoe sales experience I had. But yes, I think that the awkwardness is layered on with social cues and status issues and gender dynamics. I was the only woman in whole shoe sales, like in the men's shoes. They never let women sell men's shoes. They had a bro culture. I was brought in because I worked in the store in Riverside where I was also the only woman and convinced them that I could hack it with these bros.

Speaker 3: 8:09

So there's a lot going on, yeah, but what a great story, because I don't think you're obviously not alone in this and not alone in the awkwardness, not alone in the figuring out how to work with people and what those dynamics can do, especially in a work environment.

Speaker 2: 8:22

What was one of the most surprising things that you learned through all of your work.

Speaker 1: 8:27

Yeah, I think one finding that I kept seeing over and over again and I learned this by studying physiology and behavior at the same time is that when we're the most uncomfortable and we could see this in the lab because we measured people's blood pressure so you would get those readings live and measure their heart rate when you're the most uncomfortable, when you're the most stressed, you're the nicest readings live and measure their heart rate.

Speaker 1: 8:45

When you're the most uncomfortable, when you're the most stressed, you're the nicest, most over the top version of yourself, and my colleague, wendy Menez started calling this brittle smiles effect. So like you're so great, this kind of high pitched voice over the top smiling, and what's fascinating is because you're feeling stressed. At the same time, the anxiety still comes out, but in these kind of like weird creepy ways where you smile but not with your eyes right, so you don't have a douche and smile. We have a kind of lower half of you is smiling or you're fidgeting and avoiding eye contact, but saying the right thing and so if you're on the receiving end of one of these things.

Speaker 1: 9:17

It's like the words coming out of the person's mouth are nice, they're supportive, but it's all oozing out through these anxious cues. And what we started realizing is there's the controllable behaviors what we say and then the ones that are difficult to control how we say it and those two often misalign and that can lead to very difficult communication between people. And even talking to your jerk at work, you're probably really nice to that person if you were to go up to them. And we see this in all kinds of contexts and it's a pretty universal phenomenon, also cross-culturally. It's not just in America. I've seen it in Abu Dhabi with people from 50 countries. They do the same thing. I think that's one of our more consistent tried and true findings we found.

Speaker 3: 9:56

That's fascinating.

Speaker 2: 9:59

That's so interesting because I think one. I know I've done that when I've had to present somewhere like the over nicety to people in the room. Oh my God, but it's so interesting, Just the body language that people exude. You can't hide the body language.

Speaker 1: 10:15

Yeah, you can't control it. If you tell people okay, take a deep breath, don't look anxious, it makes it way worse. We tried that. We even tried telling people your partner's not anxious. They just had a ton of coffee today, so they're a little fidgety, they're like anxious coffee, oh my God. No, it actually makes it worse. And then they see even more anxiety than is actually there. It's really hard to get rid of this. It's a super sticky phenomenon.

Speaker 3: 10:37

It's very difficult to undo you just wrote Job Therapy, which we're super stoked about, and in the book you talk about some of the sources people have in terms of the frustration with work is actually due to some of those interpersonal relationships. When I think about people looking at a job pivot or they're unhappy in their career or they're thinking this isn't working for me anymore a lot of times people think it's because I'm not doing the right job or I'm not at the right company, not necessarily about the people you're surrounding yourself with.

Speaker 1: 11:30

I think relationships are everything at work, and I mean that in a lot of ways. So one of the main things that turns on or off our work happiness is our interpersonal relationships with people, and that doesn't just include your boss or the people on your team. That includes the people that you see day in and day out. I think that even if you're an individual contributor and I hear this a lot I'm an individual contributor. I don't need relationships. Of course you do, we all do. It doesn't matter what the nature of your work is. Those dynamics are at play and we know social networking is an important part of the work process, but we don't really understand how. So that's another component is, in addition to the one-on-one interactions you have, where you learn new information. You learn the hidden curriculum. You figure out whether your kiss-up kick-downer has a widespread problem or if it's just you.

Speaker 1: 12:11

All of those things, those kind of sticky interpersonal issues, can really turn our stress on and off. And when it comes to exploring new jobs, people often think about it very structurally I want something hybrid, or I want to work in this new city, or I need a better compensation package. They don't think about the relationship part so much, even though that's actually one of the biggest predictors of what leads us to actually drift apart psychologically from our jobs is the change in interpersonal dynamics at work. But we don't focus on that. We focus on how much we're getting paid or whether we can get promoted. But those things matter, but not as much as those interpersonal relationships, and those relationships are key to doing complex things like developing a new career identity.

Speaker 1: 12:52

Like you can't do that by reading websites or taking courses to improve this and that skill. You really have to sit down for 15 minutes and talk to a stranger and say tell me what your day-to-day looks like. That's really how you develop clarity around things, like a new identity at work, and so I really encourage people even shy people, even awkward people, even people who are individual contributors to really embrace the relational component at work in lots of different ways, and I don't mean you need to be best friends with anyone at work. You can think about relationships in different ways of serving these different purposes, but they're absolutely essential to feeling good at work and feeling good about yourself. Yeah.

Speaker 3: 13:31

I've absolutely felt that right, especially when I've been in organizations for an extended period of time. Where you feel like you have the relationships, where you feel like you have the network, it's so much easier to get things done and, quite honestly, a lot of times, work is just so much more enjoyable. Yeah, but the thing we talk about a lot too in terms of career development or even getting promoted, is you have to have sponsors, you have to have a board of directors. People need to quote unquote know who you are. That doesn't just happen and that isn't typically just based on your great work. It has to deal with do people want to vouch for you? Do they like you? Do you have the relationship to your point?

Speaker 1: 14:06

Are they willing to expend social capital to?

Speaker 1: 14:09

stand up for you. You know we often don't think about how getting promoted, you know and I don't just mean like literally getting a new job title, but having someone in the room vouch for you is costly for them. You know, even if it's, even if you're good and everyone agrees you're wonderful, if they are going to put their neck out for you and argue that you should get promoted, that means that they can't do it for the next person. In academia, it's like every time the chair goes to the dean and asks for money for a person, that's one less person that they can then ask for the next time, because we have a zero-sum amount of stuff that we're working with and we have to think about. Are we earning these relationships that are helping us in the moment but also helping us build our careers out? And every recruiter, internal and external, that I talked to for this book said that they love developing relationships with people in different stages of their careers, because they will place the same person five times. It's like a real estate agent.

Speaker 1: 15:05

They will sell you a house five times over your life and it is essential for them to get to know you and know if you're going to actually stay in a job. Do they want to place you? Because they don't get a bonus if you don't stay for six months, and so they're going to place the person they know will stay because they stayed in the last thing they placed them in. And those kind of lifelong relationships are also essential for us just in terms of our whole kind of life career trajectory, and we often don't really think about those lifey relationships outside of our specific job context.

Speaker 3: 15:34

Yeah, and then you meet these people that have these massive networks of people and they're so much better off typically than people that don't. I see this a lot too. This is such a small microcosm of this, but when you see people get laid off and then all of a sudden they're starting their LinkedIn profile, or all of a sudden they're starting to reconnect back, and it's like you should have been doing this all along, or nurturing these relationships all along to have that network to fall back on, it's a very small example, but something we see all the time.

Speaker 1: 16:02

Oh yeah, like you don't maintain those relationships and you only turn to them when you're laid off or you blast your whole network one message Like please help me. Like without those interpersonal connections. It just feels like relationship spam and I think no one likes to feel like they're being spammed in any context, especially with someone they know Not at all my parents used to say like relationships are, it's like a garden, it's a reciprocal thing.

Speaker 3: 16:24

Right, you have to tend to them, you have to nurture them and you have to give to get. You can't have it be only when I need you. So nurturing those very strong relationships obviously huge, and also giving your data something that really makes meaningful careers. And then I'm wondering on the other side of it too, where what happens when those relationships turn out to be with people that are just dicks and I've had that experience too, where you're like you're a dick, you're a jerk. And I am curious about how not even neutral relationships, but adversarial, jerky relationships impact people's careers and what they think about their careers.

Speaker 1: 17:06

I think when we have these failed relationships, losses loom larger than gains and we can perseverate on a turned relationship. For years and years I've talked to people that were like I had a best friend and then he became my boss and then I overheard him talking about me in the bathroom and it killed me. I said when did that happen? 1987. I'm still thinking about it and that's normal. When we feel like someone betrays us, we really hang on to that and to the point where we maybe have a bit of a spotlight effect, where we think it's going to damage us more than it actually does and we start to get a little conspiratorial and thinking about how they can damage our networks and things like that.

Speaker 1: 17:46

One of the people I talk about in Jerks at Work is a gaslighter and they're like the masters of trying to damage your network. Right, they don't just go after you, they go after your reputation and by doing that they hit everyone. That's a node in your network. Most jerks we deal with have less power than we think they do. Even if they tell us they're full of power and full of status, a lot of it is more bark than bite, so you need to actually do the work to figure out if there's a real concern there about that reputational damage and then be proactive about not trash talking the person but just information gathering.

Speaker 1: 18:19

We often have this instinct of they're going out there saying bad things about me.

Speaker 1: 18:22

I'm going to go out there and correct that by saying bad things about them.

Speaker 1: 18:26

But stop and take a breath and think, ok, I'm just going to information gather and get the lay of the land of my own reputation so then I can correct it and not make it about them at all, even if the person deserves that kind of negative reputation.

Speaker 1: 18:39

You have to just be super careful with gossip because you just never know how it's going to be used in the future. And we all gossip and it serves an important purpose. But the retribution piece, the piece that the it inside of you really wants to go crazy, is where you just have to focus more on controlling the narrative around your own reputation, figuring out how white for the problem is, and then I'd say these relationships fail fast. If you are getting red flagged that this person is saying negative things or credit stealing or whatever, disengage as quickly as you can from that. We all have stories I have some of when I first started going too far into a relationship with someone who is weirdly competitive or had some other tick that just didn't align with me and letting that relationship stay for too long.

Speaker 1: 19:20

And I think that's where we get a little messed up at work. We think people need to be our best friends and sometimes you figure out they're not and just disengage. I think is key. But yeah, it can hurt. I still have my stories from 20 years ago I still think about so I think it's pretty normal.

Speaker 3: 19:35

I have a reoccurring dream about somebody and it's just like why won't this go away? I see your face.

Speaker 1: 19:44

I understand. I understand it's like an ex-boyfriend they got a weird breakup with and there was no closure, none.

Speaker 3: 19:51

Yeah, and I still. There's certain things. I can't listen to. A certain song You're just like oh, I am burned. You're like I can't. Nope, nope, nope, yeah, but taking away that power to your point around when you're in it, disengaging like you don't need to keep working at it. Disengage number one and number two.

Speaker 1: 20:17

Focus on your own PR and not bad-mouthing them, right, ie Taylor Swift trash-chakes itself out at some point, hopefully, or just be very strategic about the nature of the bad-mouthing. I'd say if you do go to HR, you want to bad-mouth, don't focus on your feelings about the nature of the bad mouthing. I'd say if you do go to HR, you want a bad mouth, don't focus on your feelings about the person or your kind of description of their personality. Focus on exactly what they've done. When I have conversations with leaders about difficult people, I'll say something like okay, I'm going to tell you what happened, and if I start to editorialize this a little bit, just let me know, because I don't mean to. And then followed by we had this meeting and this is what was said, leaving my emotions aside and I don't use words like they're untrustworthy or they're disrespectful. Those are very eye of the beholder and not everyone's going to agree with you about what those things look like. So I just described the behaviors and then it makes me look like a more mature person.

Speaker 2: 21:03

Stick to the facts. But all goes back to the golden rule right Is like focus on yourself.

Speaker 1: 21:13

Don't worry about others. I'm curious, why do people show up like this? I'm a firm believer that most people who are jerks don't actually know it, because it harms them a lot to not have solid networks and good reputations. I'm dealing with a jerk right now at work and we just got some feedback about the people who report to her and it's all pretty terrible and she's been here for a long time and I asked her closest colleague what's going on. He goes oh, no one tells her. No one's ever told this person what's going on and I said why not? Because she gets a little scary and defensive.

Speaker 1: 21:41

So it's like one sign that this is going to involve some conflict or a little bit of social finesse to maneuver around and everyone's like, no, thank you, they're not getting rewarded for giving her this feedback. They don't win. She's powerful. So they could actually lose social capital. And I think most of us walk into those conversations thinking I could lose a lot if this goes poorly. And what am I gaining really by being honest with this person?

Speaker 1: 22:04

And most feedback is delivered pretty poorly and it takes the form of what I just mentioned. It's things like you're not trustworthy or you're disrespectful and no one really knows what. Some of them are out to draw blood, but I think most of them aren't. They just aren't very socially perceptive either. They don't pick up on cues that maybe, like other people, are unhappy with them. Every jerk I've talked to because I've been brought in by a lot of companies to do de-jerkifying coaching and most of these people are actually like lovely and you're like I was expecting a monster and I'm just getting a sad person who is shocked the worst kind of thing.

Speaker 2: 22:52

Yeah, we talk about that all the time how the feedback just doesn't happen. Renee Brown's clear as kind is for a good reason and real time, and not just those big words, as you mentioned, but like actionable things that they can truly address, like clear feedback that's actionable, not just feelings. What's the worst kind of jerk that you've seen in the workplace?

Speaker 1: 23:16

The one that causes the most psychological damage, I would say, is the gaslighter.

Speaker 1: 23:21

And that is a word that like took on its own. It had its own moment. It's very much in the zeitgeist, but those are people who are lying with the intent to deceive on a pretty big scale and they socially isolate their victims. And so a lot of the people who've been gaslit. It's been going on for a very long time. They've been cut off from their social networks and also it's not always in the form of an insult, or you're not good enough or you're going to feel a lot of it's fiery feedback.

Speaker 1: 23:48

You're a special person. I'm only bringing in one member from the team to know about the super secret mission that we're on together. Before you know it, you've stolen company secrets and general counsel's at your door, but you had no idea. You thought you were a part of a super special secret mission. So I think people have a complicated emotional reaction to being gaslit, partly because there's a guilt that they have done some unethical things, that they felt silly, that they were talked into, and then they have no idea what other people actually think of them and who they can trust to to get an understanding of their reputation and they feel very lost and many of them, because of that, have so much trauma that they don't trust anyone ever again in any workplace. So for these folks this is really a traumatic experience. I think it's fairly rare to run into a true gaslighter. It's different than someone who lies, but that is a very damaging one.

Speaker 2: 24:40

Yeah, I've experienced that before, francesca, you have too, I think. Yeah.

Speaker 3: 24:45

Do you think a gaslighter is like pathological?

Speaker 1: 24:47

Yeah, I think it's like access to personality disorder stuff. I think it's a lot of these are contextually based.

Speaker 1: 24:56

Jerks can be bred at work, but I feel like you have to have a special combination of some dark triad traits or whatever to really thrive, because and a lot of these gaslighters are quite good at their job- and they're very powerful and they're well-connected and they know how to frame up themselves to be protected from whatever they've asked you to do in aiding and abetting, and they usually walk out with pretty clean reputations at the end of the day and that's very frustrating for people. There's not like a sense of procedural justice.

Speaker 3: 25:29

One thing I've been having a hard time, and I am someone that is there's a special place in hell for women who don't support other women. That is my thing, and so it pains me to say this, because this is just my observation. What I have been trying to suss out, though, is most of the gaslighters I have met have been women, typically, I'd say 40 plus. I know there can be male gaslighters that are 18 years old like that, so that's fact right. What I've been trying to suss out, though, is how much of that type of behavior has been the world that they've grown up in and had to fight for and compete for in a male dominated world, yada, yada versus the pure pathology. And then where's the line where it's no, this is just who they are versus this is what they've been bred to?

Speaker 3: 26:10

do that's hard sometimes for me to suss out.

Speaker 1: 26:14

There's a lot of research on queen bee syndrome and things like that right, so you get these women in male dominated fields, and I'd also say that discrimination against women is there are no gender differences in who actually does it, and so people are like women shouldn't be discriminating against women. They do just as much as men do.

Speaker 1: 26:33

There are almost no documented kind of gender of the perceiver effects, meaning the person who does it. But when women do it, it stands out, it's much more salient and it also often takes more of a social aggression form, because the way women tend to be aggressive is much more sort of convoluted and social. And it starts when we're six years old and we learn these tactics of aggression through. Little boys hit each other, little girls gossip about each other, and there's a developmental trajectory of how we learn to be successfully aggressive that we can then take to work and the queen bees the women who've made it in these male-dominated fields. They have often suffered quite a lot. That they think earns them the right to then behave the same way. I have had a very similar experience where the people who I felt discriminated against me the most were more senior women who felt like they went through the gauntlet. It's now my turn and I need to just suck it up.

Speaker 1: 27:27

So there's a lot of kind of stereotypes about what one ought to do as a woman, when you're allowed to have babies, how you're supposed to behave and dress and no one's ever told me how to dress, except for other women showing up in job interviews. So I do think there's like a special dynamic that I think happens there with these women who have succeeded in these male dominated places.

Speaker 3: 27:47

Yeah, I like the term queen bee though, because I think that gives a nice frame for that, because it's hard Sometimes it's hard to assess. You talked about the gaslighter. In your book you write about other types of jerks at work and I'm wondering if you could give us a bit of this survey. What are the other types of jerks people meet at work?

Speaker 1: 28:05

My favorite is the kiss-up kick-downer, and this book is actually based on someone I worked with at Nordstrom's. This is why I love this person. They are very good at their job and they're super socially savvy, and so they're high on what we call status acuity. They can read the room. They can walk into a room and tell you who has status, who has respect and admiration and who doesn't. They can walk into a room and tell you who has status, who has respect and admiration and who doesn't. They can figure that out pretty quickly. So the boss tends to love them. They tend to be top performers, and if you are to complain that they are mistreating you so they kick down people at their level or beneath, you're going to get a lot of eye rolls and you're just jealous, and so they're very clever and savvy and Machiavellian and are able to get ahead through these kind of tricksy ways. They're very careful about who they gossip to and about, and they only do it in a very strategic way. And so if you have a workplace with a hierarchy which every workplace does these individuals tend to be very good at climbing up that hierarchy and then reading who has the status within that hierarchy. So that's my favorite.

Speaker 1: 29:04

I think some of the more straightforward ones are like the credit stealer who we are all probably pretty familiar with, and this person is also savvy. They tend to actually they don't just steal all their credit, they'll give you public credit for certain things so that when you then go complain it's much easier for them to say what am I talking about? I just gave them this whole speech publicly about all the hard work they've done. So credit stealers have a bulldozer type in my book as well. So this is a person who takes over meetings and agendas. They can usually work power structures behind the scenes, so you have a lot of things that end in an impasse and you're not quite sure why or what's happening, and these can all be team members.

Speaker 1: 29:43

And then I have two types of bosses. I have the micromanager, who I think most of us are familiar with, those insecure bosses that oversee all your work and they tend to do a lot but not get anything done. And then the neglectful boss, who, ironically, tends to also be a micromanager. So that's usually one person who oscillates between micromanagement and neglect. While they're micromanaging you, they're neglecting someone else, and so the neglect really gets operationalized as ignore, ignore, show up at the 11th hour, top-down control, change everything. Everyone freaks out, has a stress response and then they leave again for six months. So they go back and forth. So micromanager and neglectful boss are two people, but often one person.

Speaker 1: 30:27

And then the gaslighter who we just talked about.

Speaker 2: 30:37

I feel like I've encountered all of those in my career At the same time, sometimes all in one. I'm curious do you think every employee has been a jerk at work?

Speaker 1: 30:51

Yeah, if you've worked long enough, you are a jerk. We all have our own Achilles heel. We all have the worst version of ourselves that we can bring to work. And maybe that's a person who gets jealous and insecure and so it gets lashy outie. Or my son would say you're lashy outie. Or it's someone who feels like they need massive certainty and they're not getting it from their boss and so they hover over your Google page as you're working and they call you and you have to hide under your desk. I think we all have that version of us. When we get stressed and anxious, and some of us, that instinct is to try to overpower, to get that internal sense of control. Some of us disengage completely and become neglectful, and then some of us just have an inner instinct to be a little bit Machiavellian.

Speaker 1: 31:36

It's what we've seen, If you work in a law firm, anyone who's made partner probably is a little bit on that Machiavellian scale and thinks it's okay to kick down to climb ahead. And I think the key is just knowing what that ugliest version of you is on the inside so that you can then not make it go away but put steps in place structurally to prevent that person from coming out. But I do think we all have our inner jerk and that can be a different person at different stages of your career as well.

Speaker 1: 32:03

When you're more or less secure in a role versus completely overwhelmed, but plenty of security psychologically. But I'm a cynical person and I study the dark side of human nature and put people through really egregious social interactions to bring out the ugly version, because the nice version is not so interesting for me. But yes, I do think most of us have some inner jerk.

Speaker 2: 32:24

Yeah, I think it makes sense. Right, we're human beings, you show up that way. But I think, to your point, it's the self-awareness that's so critical, just knowing what that is what can come out. So how do you tame that, focusing on that? For employees, specifically, what are some of the ways that they can identify a jerk? Because, as you mentioned, there are covert jerks. They might not even realize that person's a jerk. And then there are some in your face jerks. One of my favorite things that you say is work jerkery, right, is this an environment full of work jerkery or not? Starting in the interview process, can they start to see that?

Speaker 1: 33:00

Yeah, I used to study first impressions. What can we get from the first 30 seconds? And actually thin slices of human behavior are actually pretty accurate predictors of the future. One thing is most work jerkery shows up a little bit ambiguous. In fact it is rare to say they're prejudiced. You don't you got to add up all these behavioral cues and then blah, blah, blah.

Speaker 1: 33:27

Work jerks are a little bit like that, where you're going to have maybe a gut instinct that there's an ambiguous situation that could go either way. The first thing I tell people is do not just trust your instincts, that you can magically read what's going on in someone's mind simply by looking at their nonverbal behavior. I've done a lot of research on interpersonal accuracy and what it really takes to know what someone's thinking or feeling, and there is no magical thing. You simply have to ask, and in the case of work jerks or in an interview, you need to ask around. You need to ask networks of people. I think if you're interviewing for a job, you want to ask at stage two or three of the interview to not just talk to the hiring manager or your boss but to talk to their team members and to talk to people who've cycled out of their team at some point. You want to gather as much information as you can by people who have what's called non-overlapping social information, so they're not always in the same room at the same time with the person. They've known them at different time points in that person's career. They've known them at different jobs or on different teams and look for the signal and the noise there.

Speaker 1: 34:31

Don't trust your instinct based on what they say or their nonverbal behavior or whatever. Base it on data that you can collect. We aren't great at information gathering in an interview stage because we want to impress so badly that we just try to put our best foot forward and say the right things. But once you get far enough in the process, you should feel confident enough to ask for other connections of people and people who know those people to gain that kind of like reputational map of the individual.

Speaker 1: 34:53

What you're looking for is like cross situational consistency across these 15 different interactions, across these 15 people. When they're stressed, they do X, when they're relaxed, they do Y. And you need as much data as you can get because any one person could have a weird experience, and so you're just looking for some consistent patterns of behavior. But really don't trust your instinct. I think that's where most of us go wrong is oh, I saw them give me side eye, or they looked bored. I think they're a jerk. No, none of that stuff is actually predictive. Gather information from the networks of people in the interviews.

Speaker 2: 35:23

Okay.

Speaker 3: 35:25

Yeah, all of us with a resting bitch face appreciate that answer.

Speaker 1: 35:28

Thank you, I have an RBF. There's a science behind the RBF, folks. If your upper lip turns down when your elastic mind does, that gives you RBF. That's the magical ingredient, and so do we want to assume that everyone with a downturned upper lip is a bitch?

Speaker 2: 35:42

No, we do not. I was in a meeting once and I had a leader IME as I was presenting like fix your face.

Speaker 1: 35:49

I'm like what? That's not cool, that is bad behavior.

Speaker 2: 35:53

Yeah, I'm like I don't even know what's wrong with my face. I can't see it so cool, not helpful, yeah. Okay, I'm curious psychologically because you even mentioned something earlier. Some folks might not even ever recover from the damage that this does to them. Like, what are the long-term psychological impacts on the individual, but even teams and organizations? What happens when there's a culture of, like, jerk culture?

Speaker 1: 36:22

Yeah, I think people learn what it takes to get ahead, and the smart ones will do it, and so jerk cultures, beget jerk cultures. If a place is a place where jerks can thrive, then they will hire and they will stay there and they won't ever cycle out because nobody wants to recruit them outside of that place. And this happens with a lot of high performing jerks. There's a reason why snakes in suits is a phenomenon that we actually talk about that you get high up enough you become a little bit of a psychopath. That's not true for every organization, but it's really hard to correct an organizational cultural reputation. That can take years, and you can even wipe everyone out of the organization that was a jerk and hire a new, and it will still take forever.

Speaker 1: 37:05

We know from the science of social network and reputation spread that removing those people with a negative reputation actually does very little to change what people think of the network as a whole. And if you can think of organizations that have had Title IX issues or Me Too issues, simply getting rid of those people isn't sufficient. And it's because people know that firing is easy, but actually promoting from within and proving that you don't breed that is hard and that takes years and years. And a lot of organizations went through this with me too. They just fired all those executives that sent those nasty text messages or sexually harassed women or whatever.

Speaker 1: 37:49

That seems like too easy of a solution to most people. They think, well, why did that person get away with it for 20 years? I don't care that you're firing them now. And there's a bit of a moral licensing effect that happens. Okay, now you feel like you got rid of them. Now you're going to really go crazy because you checked off the box right, like you're feeling good about yourself, morality wise. So I think there is damage that can last years and decades. And to the individual, they're just going to be super sensitive for looking for anything that is similar to their past, jerk and even incidental similarities that have nothing to do with it or are going to cue them up. I've talked to people who go to the same hairdresser. I can't trust that person.

Speaker 1: 38:23

Or they're wearing a similar jacket or they went to the same university or are trained by the same manager 20 years ago. Incidental similarities loom large for us and we often see correlation and inferred causation from that, and so people will start to get a little bit too triggery with those things and it can really hold them back right. Or they develop lay theories about why that person treated them in a certain way that are not ever really tested or explored. But we just have our theories and then we believe them and they're idiosyncratic and we stick to them, and I think that can really lead us astray as well.

Speaker 3: 38:57

What do you do? What do you do if you have that person? Let's take my example. I have a reoccurring dream about this dumb person. I know what do I do you?

Speaker 1: 39:04

don't have any closure in that relationship. Did it just end one? I have this with like exes. It just ended one day and you never saw them. You never did the exit interview where you said all the things or it's really hard to let go of these. Like the social psychologists would call this a goal incompletion.

Speaker 3: 39:39

You didn't complete the goal of ending the relationship, and so it's this kind of subtle, incomplete goal that you have, like never jumping off a high dive, and so you're just going to perseverate on it, or it's going to like sneak into your subconscious every once in a while, and that's true for all things that we don't complete.

Speaker 3: 39:46

Should you call them up? Who is this? I don't even know who this is. No, it's super fair. Super fair, I think, even just knowing, look, it's going to pop in. That's it. Let's just know what's going to happen.

Speaker 1: 39:51

I still dream about, like people from sixth grade that I feel like I didn't have like closure on, and that's normal. It's actually totally normal. It doesn't mean that this person is still haunting you in any meaningful way. It just means that there was something incomplete that you are not able to fully move on from because you just didn't finish the goal of ending that relationship in some kind of formalized way. And that's how most relationship ends. I think that's like just how relationships are. We don't usually have some kind of light switch that goes off where it's done. It's just like a lot of ambivalence, a lot of feelings that go up and down, and then eventually we move on. But what does move on me? I don't. Yeah, it means you're still dreaming about the person, but you're functional, so it's nice.

Speaker 3: 40:34

A thousand percent. I'm glad I'm not the only one, though, so I appreciate it.

Speaker 2: 40:37

Just write them a letter saying all the things you need to say and throw it into a fire and release it.

Speaker 1: 40:43

She's going to be dreaming about the fire and talk to the fire to get the letter back Will be a worse nightmare than it started as.

Speaker 2: 40:52

Okay, scratch that All right. So with say, you're in a new job, it's the first 90 days and you're like, oh shit, I thought I did my due diligence in the interview process. I talked to people but it is clear no one gave me the real story here. What can people do? What do you do to protect yourself if you start to identify work-jerkery happening?

Speaker 1: 41:19

I think, first off, a lot of people try to go at this alone. They think that the negative treatment happens in a vacuum. And I think I've done a lot of research on what it's like to be a newcomer at work and newcomer status and the newcomer hump, and knowing what that hump is will help you strategize of what to do next. The first thing is, when you're a newcomer and you experience this, you assume that everyone around you knows it's happening and they don't care. And so first you actually need to test that assumption. Probably people don't know what's happening because they're in their own world. There's not actually an awareness of what you're up to and how you're being treated by other people, even if it happens in a meeting. Most of us spend most of our time in meetings rehearsing what we want to say next, and we almost never pay attention to what other people are actually saying. So we can remember what we said and when we were interrupted. But if you were to say, hey, mel, did you interrupt your buddy Tom, or when was he interrupted? You'd be like I don't know. All I know is when I was interrupted. So I feel like we have these spotlight effects on ourselves, so you need to break that a little bit and actually break that assumption that everyone knows what's happening except for you.

Speaker 1: 42:26

There's also a lot about norms in the workplace and hidden norms and things like that you probably aren't aware of, and so the best thing to do to learn about norms of treatment of people at work is to take what's implicit and make it explicit and just explicitly ask about how people ought to be treated.

Speaker 1: 42:41

And that sounds silly and dumb, but there could be a culture of sarcasm here or a culture of treating each other a little roughly. That is just does not sit with you well and you need to know if you're being mistreated or if this is just a normative way people act around here. I remember in academia we make people go through this like terrible two day interview process and there's a job talk that's an hour long and in some microcultures you can interrupt every three seconds and that's a good sign. It shows engagement and others. If you interrupt every three seconds, that means you're done, that means they hated the talk, and so we often have these little microcultures at work that we assume are bigger and more industry-wide than they actually are, so people could be assuming that you understand a norm that you don't because it's weirder and more idiosyncratic than they even realize.

Speaker 1: 43:28

And this is even true for jargon at work. People assume everyone in an industry uses jargon. Jargon is team-based. The five people are using the same weird words. So you want to just test your assumptions around that If it is widespread and everyone agrees it's okay behavior and you don't like that, that's your red flag. You are not going to change the whole organization and get them to all behave differently. So those are like the two key pieces of this job is probably not going to work out for you.

Speaker 1: 43:53

Widespread and everyone's okay with it, not okay with it not widespread, then you have hope. Then you can proactively work with your network or your boss or whatever. But almost everyone assumes behavior is both more widespread and more acceptable than probably others realize and they're shocked when they hear about it and a little bit surprised. So test those assumptions before you jump ship and start something else. But it is pretty normal to think you're hired into one culture and show up and get something different. I'll say all that with one major exception being. A huge problem that came up during COVID and still happening is engagement issues. You thought this would be a really engaged workplace where everyone was on board and they were active and they were in, and then you show up and like literally no one is there. That is a really tough kind of cultural level of disengagement or neglect. That is hard to fix and I wouldn't try to take that particular issue on.

Speaker 2: 44:44

What if it's your boss in those first 90 days?

Speaker 1: 44:48

Yeah, you can talk to other team members to see how they're being treated. But my favorite lay of the land networking reality check tactic for bosses is you don't want to go to your boss's boss, you want to go up and over. You want to find people who know your boss, who are at the same level as them, and so they can give you insight into this treatment. No-transcript, I have all these kinds of like little tricksy rules based on marital therapy of how to do it. But before you're even there, you want to know oh, is this what all middle managers do, or is this just mine? Going two levels up is a little bit difficult, but up and over at their level in the network is useful to just get feedback from other bosses who have a similar role as yours.

Speaker 2: 46:00

I really like that because then you're comparing and you have data to compare it against, and it isn't just the assumption that your boss is the problem, so to speak. Not saying their behavior is great if it's common either.

Speaker 1: 46:13

But yeah, but you want to know. I think when people are like, how do I know if the jerk problem is too much, I, my first question is how widespread is it? How culturally normative is it? Are they hiding their behavior Cause they know it's bad, which is a good sign for you, because that means this organization doesn't actually like it. It's so scary to deal with, but that's a good sign that it's not just the whole well has been poisoned, it's just this one person. And is it OK to give any kind of feedback to bosses and some organizations? They have a very tight hierarchy and it's completely unacceptable to ever have a real conversation with your boss that is not just about your own career path and your own performance, but about theirs. So you want a place that actually does like bite-sized, normal conversation, organic feedback across all levels.

Speaker 2: 46:59

I know we're talking about like how leaders can manage this one-on-one with folks on their team. But what do they do if they see that the team is developing this culture of jerkery together? What can they do to address it without killing?

Speaker 1: 47:15

morale on the team or trust within the team. I think you know I teach this little program called the tricky situations, and it's just a bunch of these workplace dynamics and one of them is I actually give people an example of a situation like this where you think you know who the jerk is. Bob is constantly taking on the work of senior people. It seems like there's a free rider problem at work. Why is Bob doing everyone's work, even though he's the most junior person? How do you deal with this potential free ride problem? And half the people will come to me and say, oh, clearly these senior people are taking advantage of Bob and they're offloading work. And the other half will say, oh, I've had a lot of Bobs before. These are these go-getter junior people who steal the work of senior people in an effort to climb up, and they do this in a systematic way. And so we have our lay theories of who the actual jerk is in the situation. But we should probably test that out a little bit.

Speaker 1: 48:10

I don't love the idea of bringing people in one by one and interrogating them and asking them what's going on. I actually more like to keep track of the structure of things who's doing work and when Was this work you were assigned to do or not? Let's talk about the feedback interactions you're having and focus on the little behaviors and work together with everyone as a group. One-on-one meetings end up with conspiratorial thinking often, and sometimes you eventually have to get to that, especially if HR is involved. But you want to hear. You want your whole team to hear one message from you at the same time and not assuming that the jerk is the high status person or the low status person or you even know what's going on. So I'd say, like a lot of information gathering and put your stereotypes aside of what you think is happening before you do. But I do think that teams that there's a lot of structures and systems that we can put in place to prevent jerks and not allowing things like informal networking behind the scenes to pull levers of power good old boys club networking, things like that that used to work to get people's way and so far as we continue to reinforce that and we don't have real procedural justice around rules and decision making, I think we're in trouble.

Speaker 1: 49:15

And I'd also say for bosses and leaders, if you want to make a jerk free place and you want to prevent Machiavellianism and things like that on your teams. You need to lay out super clearly what the structure is for determining raises and promotions at your organization, down to things like certain bosses don't have the status and power to do it until they've been here for five years Really clear. And then I'd say the other thing is we need more failure pipeline data so that when we aren't promoted or when we're not succeeding, we're not bitter about it. We don't start to engage in kiss up, take down behavior to get ahead. We understand that it takes five times to get this promotion and we're only on time three or we know who our social comparison others are.

Speaker 1: 49:54

So there's procedural justice around decisions that don't often favor us, because what happens when people aren't getting ahead is that's when they turn to this jerk behavior to try to do whatever it takes. And transparency, I think, can move mountains with just explaining to people, even if they don't like the rules. If they understand them, they're less likely to turn to jerk behavior to get ahead, and that's usually where we see it actually to get their way to get ahead, to pull levers of power. That's where most people turn into jerks at work.

Speaker 2: 50:20

We can see that Francesca and I talk often about the power of transparency in the workplace, because you're removing the confusion for folks immediately and they don't have to fill in the blanks and suddenly they're in survival mode every single day because they don't know what the story is or they don't have clarity on the situation. So now it's just an unsafe environment. Do you think organizations are doing enough to address jerks at work?

Speaker 1: 50:45

No, they wait till the problem crops up and then they play whack-a-mole. There's not a lot of prevention. Think about this through the lens of healthcare. Right, we wait for the heart attack to happen and then it's time to lose weight. There's not a lot of prevention and early detection and conversations to see the early red flags, to see their warning signs, and I think that's just because most of us don't know, and often the early red flags are not what ends up being the problem later. Those early signs are not often perfectly aligned with what ends up getting you reported to HR. Anxiety and stress and feeling overwhelmed is often an early red flag of micromanagement. But that could be anything. So I don't think so. I think people talk about it a lot, but they don't do a lot to actually address the issue. One of the dark reasons why is because a lot of these jerks are high performers.

Speaker 3: 51:32

At the end of the day.

Speaker 1: 51:33

We are very much yoked to performance metrics and that if you have a board, they care about that. If you're publicly traded, that's what matters, Not nice people, not so-called soft skills. And so there's good reason for people to just say I don't care about all this stuff. I have to answer the board and if our numbers stay low, I don't care. That we have jerks, we can't afford this. Bring in the Machiavellian people who will bring our numbers back up. Sorry, that was a little bit dark.

Speaker 2: 52:00

We've seen it.

Speaker 3: 52:05

Yeah, I know, there's the whole Gary Veer chat. If your best-selling salesperson is a total asshole, go in and fire him tomorrow. No one's doing that, and you can absolutely do the long-term analysis of how much that is costing you by having someone be a jerk right Turnover and we know all the stats. But that's a long-term play and we live a quarter mile at a time in corporate America. Okay, all right, tessa, we do this with all our guests. It's called Rapid Round. They're quick, short answers. They're meant to be fun. Are you ready to play Tessa? Sure, okay, six questions, so no pressure. In your opinion, who's the biggest jerk of all time?

Speaker 1: 52:52

Donald Trump, is that basic?

Speaker 3: 52:56

Depends on who you talk to that guy. Oh, that guy.

Speaker 1: 53:02

Yeah, that guy. There's no redeeming qualities, there's just not.

Speaker 3: 53:07

I can't, I can't, I can't, can't, I can't, I can't believe I know, okay, yeah we're here again. We're here here we are here, we are, here, we are, and this is why I'm looking for eu citizenship. So, looking at property in italy, looking at property in spain, just in case shit hits the fan, there you go all right, I right, I have a Canadian husband.

Speaker 1: 53:27

I'm good, I'm covered.

Speaker 3: 53:30

Nice, excellent move, excellent. Toronto's looking really good these days. That's so funny.

Speaker 1: 53:38

What's the fastest way to identify a jerk in the workplace Ask around, just ask around. Don't trust your instincts. Gather data.

Speaker 3: 53:46

What's the best one-liner response to a jerk's rude comment?

Speaker 1: 53:50

When someone's rude to you and I wish I could go back and do this the last time someone did something awful to me that I just met I would say how many other people have you said that to?

Speaker 3: 53:59

Oh, I love that.

Speaker 1: 54:04

That's great. It's a good zinger and it really gives you the power back and makes it look like you're just judging them for the behavior. But you're not internalizing it. Oh, that is the shit.

Speaker 3: 54:16

How many people have you said that? To Just give me goosebumps. I'm like, oh, that's good.

Speaker 1: 54:19

That's very good I love that. I love that For more mean girl advice, come to me yeah.

Speaker 3: 54:26

So awesome. What's the best way to get subtle revenge on a workplace jerk without getting caught?

Speaker 2: 54:31

Does that just make you the jerk?

Speaker 1: 54:33

Yeah, this is an easy one, guys. You make friends with building maintenance and you either make sure their trash never gets taken out again or you make their office incredibly hot or incredibly cold. Attack the creature comforts. Those are actually what stresses us out the most at work, and the best way to get someone to quit a job is to move their office somewhere uncomfortable or take away their parking spot. Whoa, I know how to get people to retire. That won't retire. It's parking spot and inconvenience office and a faraway bathroom that's in a weird spot or an office next to the bathroom.

Speaker 1: 55:10

Either too close or too far.

Speaker 3: 55:14

It's so simple and so brilliant. Yeah, what's your biggest pet peeve when it comes to workplace behavior? What's the one thing you're just like? Come on.

Speaker 1: 55:22

Trash talking on social media Slack or email, but will hide from you in person. I hate it when people do that. If you're gonna do it, just own it. Just do it to my face it takes a special kind of spinelessness to do that read about me and then, yeah, not, but work right next to me as you're tweeting about me I know a place that will uh mail that person poo.

Speaker 3: 55:47

I will send you that address. Just trope load if you need that. Okay, if you could give just one piece of advice to someone dealing with a difficult coworker, what would it be?

Speaker 1: 55:57

You are not alone. You're probably the 500th victim of this particular person, so don't feel like you're being isolated. Most jerks actually isolate people and make them feel very alone and that there's something wrong with them. You're not. You are probably the 500th person on the receiving end of this jerk. The best thing you can do is ask around and figure out how many. But I think that sort of feeling stupid and alone is the shame that comes along with being victimized by jerks. That we often don't talk about, especially if you're new at work and you feel like you're being bullied.

Speaker 1: 56:29

It's like back in school. Why am I being bullied? It's not about you, it's about them.

Speaker 3: 56:34

Yeah, it's nice to frame it that way, because you can honestly almost get a little bit more objective about the situation and what you can do to get yourself into a healthier place, if you know that's what this person is like and it's not about you place. If you know that's what this person is like and it's not about you. It's been so lovely to have you here today. Thank you so much for joining us. Of course, this is so fun you guys are awesome.

Speaker 1: 57:00

I love the vibe of this. I feel like I need a drink of prosecco or something in my weird cubicle right now.

Speaker 2: 57:06

Delicious. Next time, next time, come back.

Speaker 3: 57:14

Thanks so much for joining us today. Subscribe wherever you listen to podcasts. You can come over and say hi to us on the TikToks and LinkedIn community. Hit us up at friend@yourworkfriends.com. We're always posting stuff on there and, if you found this episode helpful, share with your work friends and checkout yourworkfriends.com.

Speaker 2: 57:29

We're always posting stuff on there and if you found this episode helpful, share with your work friends.

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Melissa Plett Melissa Plett

Socioeconomic Status Impacts to Work

Class isn’t invisible…

It shows up in how we speak, how we network, how we navigate work—and who gets hired. In this episode, we sit down with Brayden Olson, co-founder of Almas Insight and author of Twilight of the Idols, to expose how socioeconomic status silently shapes career access, confidence, and opportunity. From college applications to job interviews, we unpack the unspoken class system baked into our workplaces—and what it will take to finally level the playing field.

Your Work Friends Podcast: Socioeconomic Impacts to Work with Brayden Olson

Class isn’t invisible…

It shows up in how we speak, how we network, how we navigate work—and who gets hired. In this episode, we sit down with Brayden Olson, co-founder of Almas Insight and author of Twilight of the Idols, to expose how socioeconomic status silently shapes career access, confidence, and opportunity. From college applications to job interviews, we unpack the unspoken class system baked into our workplaces—and what it will take to finally level the playing field.

Listen or watch the full episode here


Speaker 1: 0:00

the most significant determinant of someone's future is how much money they were born into, and it's not even close. So when you compare it to race and gender and sexual orientation and all of the other statistics that we have invested a lot of infrastructure in protecting for it doesn't even come close to the amount of advantage that people are experiencing based on wealth inequality.

Speaker 2: 0:40

Hey friends, we're excited because we have Brayden Olson with us. Brayden has had a long and successful career in the tech and human development space. In 2022, they became the co-founder of Amis Insight Inc. A company backed by Learn Capital that quickly and objectively measures human capability at scale. In 2019, they joined Deloitte as the Enduring Human Capability Center of Excellence lead, leading a team of passionate people about better understanding of human potential and how orgs can be even more effective by fostering that human potential. That's also where I had the pleasure of working with Brayden. Brayden also has a very deep background in game design. He was an NSF grant recipient for work in this field and has designed games to better understand human behavior. He worked with to pass legislation relevant to economic inequality the Washington Jobs Act in Washington State and he received a pen from the governor. So, brayden, welcome to the podcast. We're so happy to have you here. You've had quite the journey, so we'd love to just hear about your journey. Tell us more about how you got started in this space.

Speaker 1: 1:52

My pleasure to be here, so great to be with some fellow Deloitte alumni. The way I like to talk a little bit about my journey. It's always easy to talk about the end state or the successes or the accomplishments. I really like to get the message out there. The reason I'm here today has a lot to do with where I came from.

Speaker 1: 2:11

My educational journey was hard so I didn't have money for school. I had to get basically a government program that helps Washington students go to school, basically get their associate's degree through community colleges first before going on to a four-year degree. I had to overload all my classes. I ended up graduating with my four-year degree 18 months after I graduated from high school, working in the school cafeteria and I barely made it right. I was on two-thirds merit scholarship, public subsidy, the whole thing. We'll get into it, but it's part of why I care about this stuff so much.

Speaker 1: 2:47

I went through a period where every day was looking at my bank account and thinking did I get another overdraft fee? Can I afford to eat this meal? There was a time before getting financing for my first company where I was like I don't have money to eat, I can't go get a sandwich and I always want to make the point my parents did absolutely the best for me that they could. There is nothing that they didn't do for me that they could do, so I don't want that to get mixed at all. The fact that I went on to become an author and a researcher and an entrepreneur at all is something that I am grateful for every day, and that was a hair's breadth from never happening. So that's the way I like to tell my journey and why I care about this stuff.

Speaker 2: 3:35

Yeah, it's incredibly important and powerful right, because that's what's really powering you behind all of this initiative and it makes sense. It's tough. We've been there, francesca, and I talk about it often that early, early days of just the struggle bus when you're getting started and it being really difficult. And I have a very similar background to you, brayden, so for me your work is also really important. I just think giving people the opportunity that you had to really struggle to find is incredibly important. We're here today to talk about socioeconomic bias. You've written a book about it. You've built technology to help eliminate it. What is socioeconomic bias? Explain it to someone like they're five. What is it at the most basic definition level?

Speaker 1: 4:19

Yeah, I'll say it personally and then I'll say it more technically. When I went through that process I just described and I said I was so close to none of these things ever happening, I went back and I did the numbers and if I had been two years younger, the increased cost of tuition would have meant that none of this would have ever happened in my life. I would have ran out of money for food before I became an entrepreneur and anything subsequent to happen to that. So what socioeconomic biases mean is, you know, put you in the same role that were, but a couple of years later and all of a sudden you become a different person. You can't make it. Those doors closed for you.

Speaker 1: 4:59

This is an active and progressive issue. Now, in a more general sense, society can be structured so that an individual's fate is based on their contributions or on their endowments, in other words, what they bring to the table and what they do for others, or what they started with. And socioeconomic inequality is what kind of a culture do you want to live in? One that's a feudalist culture you're inherited into whatever your life is going to be, or one where your ambition and capability and talent are what drive those outcomes?

Speaker 2: 6:05

no-transcript. Something that really hit me hard was that story that came out about celebrities who were paying for their kids to get into those prestigious schools when they didn't have the merit or do the work to do it. And you just think, oh my God, that's just so unfair to so many people that these little kind of backdoor entries into these institutions exist even.

Speaker 3: 6:38

But Mel, the Full House mom's daughter, was an influencer, so we could talk a lot about being on the rowing team and I wrote at UConn, so I was like even that's fake.

Speaker 2: 6:47

It made me so angry, but so I just. I really think this is such a critical topic because it does. It starts in in the education space, which we know. Education and higher education isn't the only path to success right in the world today. However, that is a big path to success and opportunity, and when there's five padlocks to get through those doors, you can't even get into the workplace because it starts with the education piece. So it's just yeah.

Speaker 1: 7:19

Can I give you an unfun?

Speaker 2: 7:19

fact. Oh, please do, please share.

Speaker 1: 7:23

This is unfortunately an unfun one, but so I was doing a little research on this recently myself. I was talking with someone who's from a different generation and we were talking about what's changed, and he'd gone to Harvard himself and he was aghast to know that now there's this industry built around graduate advisors. And you would think what's a graduate advisor? Oh, if you get your master's, you have a graduate advisor who helps you get ready for your PhD. No, these are private graduate advisors. Use them for applying to master's programs or undergraduate programs, and they're admission officers that then sell their services to help you prepare your essay, your extracurriculars, what clubs you should say that you belong to, exactly what to say in your application. What they're looking for and what they promise is for $25,000, 90% or higher rates of acceptance into your top three schools of your choice. So, regardless of merit or background or current level of education, they can get 90% of the people they help, or above, placed in one of their top three schools in the world.

Speaker 2: 8:30

That's the system, unreal, because they're admission counselors and they have that network. How is that not a conflict of interest?

Speaker 1: 8:37

Yeah, so it's admission counselors who just left the admission board and it is a conflict of interest and the implication is but they don't have any insight today. They're not in touch with the colleagues that just rolled into the admission office. I don't believe that personally, especially with those rates of success. But that is the idea, is that it's not quite illegal because they are not currently the admission officers.

Speaker 3: 9:01

I like to frame that under hashtag bullshit.

Speaker 2: 9:05

Unreal, 100%, all right and we know this is rampant in education but say you made it through those hurdles. You have your education. Now You're ready to go out into the working world. How does this show up in the workplace?

Speaker 1: 9:19

I'm going to answer that, but I just have to like say but the premise is, how many people are making those hurdles? I think we really think there's so many more people who are able to get through an educational system, but it's what? Third? A third of people get through, and most of it is financially derived now. So I just want to say those are big hurdles. It's hard to get to the other side, but once you get to the other side, they're going to show up.

Speaker 1: 9:47

There was a scandal a couple of years ago that I actually think is maybe one of the best things that could have happened.

Speaker 1: 9:53

That has happened, which was Amazon created an algorithm completely de-biased, objective algorithm, in theory that was just meant to basically look through people's resumes and indicate, you know, who should be brought in for interview, and when they set the AI to look at the commonalities in the resume, what they found is that the people they had and the people that they were bringing in were from the same schools, from the same clubs, from the same associations, and so the same is true for birds of a feather flock together, right?

Speaker 1: 10:30

So if your senior boss went to the same alma mater that you do and I don't want to make it just about school but is in the same club as you. Right, you're in the golf club. Together. That is going to influence your career, and so, at every step, at every juncture, we place people that we have connection and familiarity to. So, even after the schooling is done, it's what clubs and associations you block to, which, again, are related to how much money you have. Right, you don't belong to the golf club and you don't belong to the Columbia Tower Club. You don't belong to the St James Club, unless you're already wealthy enough to be there.

Speaker 2: 11:09

I worked in talent acquisition for years prior to getting into talent development and that is absolutely rampant in organizations where it's.

Speaker 2: 11:19

These are the schools that our people are from, they're alumni.

Speaker 2: 11:23

These are our main campuses that we're gonna focus our time and attention to and there are a lot of services that come with that relationship, because internal talent acquisition teams at organizations typically build deep relationships with the programs at those schools career services offices, they provide workshops, they provide interview prep. You're providing all of these free services and connection and relationship with those quote unquote chosen schools. And then you have what we would call essentially these are the fringe schools and the time and effort and resources aren't really put into recruiting from those schools unless someone's really pushing for it, and it used to be just mind boggling to me like how much talent are we missing out on? Because you will only prioritize these 10 schools and we have 30 that we can choose from, with exceptional candidates coming out of all of them. But if it's between two candidates, there's this preference for someone that comes from one of those known schools. I know that's changing and there's a lot of good discussion around that today, but it's definitely hard to see and hard to work through.

Speaker 1: 12:35

You might actually have this data point better than I do. I just generally say how many people get jobs going through the standard, apply for it on the website, submit your resume, get called on the basis of your resume, and how many people get jobs because they know someone at that company. Right In my mind, the most common way and I'd love to hear your expertise on it. But referrals are socioeconomic bias. Inherently they know you because you are in a social sphere to know them, whether that was from your parents or from your school or from your social club or from your church. That is inherently the system and I again, you might know the numbers better, but I would imagine it's pretty high the number of people who get in through a referral.

Speaker 2: 13:23

Yeah, we have obviously nepotism rules that you need to follow to avoid that bias and try to get ahead of bias taking place just in terms of standards. But you could definitely feel the unspoken pressure right of this person in particular really wants them to come in for this internship and at times, yeah, you're like what the hell, man, I don't want to be part of this choice or this conversation, and referrals are definitely a way that it at least gets your foot in the door for a screening interview the majority of the time.

Speaker 3: 13:58

And referrals. When you're in the organization, they're incented. We were offered thousands of dollars If we found someone from our network and they were hired into those organizations. We would get thousands of dollars for that. It's not even just a hey, could you refer this person in it's? You're financially incented to do that. Yeah, yeah.

Speaker 1: 14:22

Yeah, and on one hand seems harmless.

Speaker 3: 14:26

Seems like it yeah.

Speaker 2: 14:28

It seems very efficient. It cuts down on the time of potentially finding good candidates right, because that takes time and money. I always go back to it. Started with positive intent but quickly got dark.

Speaker 1: 14:39

Exactly.

Speaker 3: 14:42

Why are we all white guys named Chad Exactly?

Speaker 2: 14:45

Why are we all?

Speaker 1: 14:46

white guys named Chad. We were all part of the rowing club.

Speaker 3: 14:50

You went to University of Illinois too. Oh my God yeah.

Speaker 2: 14:54

I accidentally made it on the rowing team. My friends will tell you.

Speaker 3: 14:57

How do you accidentally make it? How do you accidentally Listen?

Speaker 2: 15:00

it was a dare to try out. It was like a fluke thing and I'll just yeah anyway, but then it was awesome. With everything, there are misconceptions on topics. So what are some common misconceptions that people often think about? Socioeconomic bias in general and then in the workplace?

Speaker 1: 15:36

I'm going to respond to that question with a question, and this is a little bit of a hot take on my part, or I want to say a hot take. It's really sound in the data, but there's a lot to talk about here. So my question is what do you think are some of the most common biases that we talk about in workplaces today, or that we create policies around?

Speaker 3: 15:56

Race gender, age, sexual orientation, religion.

Speaker 1: 16:03

Yeah, there's a lot. There's a lot we talk about in this field. So there's some great research just three years ago out of Georgetown that shows the most significant determinant of someone's future is how much money they were born into, and it's not even close. So when you compare it to race and gender and sexual orientation and all of the other statistics that we have invested a lot of infrastructure in protecting for it doesn't even come close to the amount of advantage that people are experiencing based on wealth inequality. So the common misconception is this is not as big of a deal as it really is.

Speaker 2: 16:44

I believe that, though, because we have an unspoken class system in the US, I like to say we don't have this caste or class system here, or you often hear, oh, middle class, what does this truly mean? But it does feel like people have their stations and it gets harder and harder to climb to the next level, and there's this misconception that you can do anything if you just pull up your breech straps. You've been going and work hard, but it is not the case.

Speaker 1: 17:17

That is what the economic data tells us.

Speaker 3: 17:20

I think because there's a money thing to it. There's also to me. I grew up upper middle class. I remember I had someone very close to me that their parents had immigrated to this country and he was eight when he immigrated and I remember we were both in grad school and I was going into corporate. My parents were both corporate, his parents worked in factories and we had this discussion around navigating corporate and that I knew what to do because my parents were helping me navigate all of this stuff. There was a language that I inherently grew up with and understood, that was absolutely foreign to him, and it was the first time in my life where I was like, oh wow, it's a money and opportunity piece. It's also a unwritten language of how do you even navigate college applications, how do you navigate social crap that happens when you're in these circles or not. It's all of that.

Speaker 2: 18:17

It's all of that with Francesca and I talk about it all the time because we're like, wow, this experience was way different. But like you, brayden, and to your point, francesca, similarly I did not have that guidance. It was a financial aid officer at UConn that helped me fill out my FAFSA, because my parents didn't help me do it. And then I remember my first job interview. I didn't realize you had to wear a suit because I didn't have parents to teach me. They were like telling me that guidance and I borrowed a friend's suit to interview because I was rejected by three jobs because I showed up in a button down shirt and pants and it wasn't a formal suit and I was like, what's the problem? Why does that matter? And I didn't even own a suit and I didn't have the money to buy a suit, so I borrowed one just to have that first interview.

Speaker 1: 19:10

Yeah, I would love to amplify because you're exactly right, it's all of these subtle and small things we don't even think about. And then there's this level deeper let's talk about, like how a person perceives themselves in the world, confidence, what their worth, what their inherent worth is as a human being. And when they study this they're like they can do the standardized tests on kids young and they'd be like this kid's in the top 10 percentile in terms of math capability, but bottom 10 percentile in terms of economics, and what happens? So they see that their scores go down and down and down Right, and the other kids scores go up, and part of that is the tutors that the parents can afford, but the other part of that is one of these kids is getting affirmation.

Speaker 1: 19:53

One of these kids is being told that they're worth something and that they're loved and that they're valued. And that adds up in how, like, I'm going to take it all the way to the workplace, right? So you have that kid who starts out like always feeling they're super talented, they're super capable, and they always feel behind and they're always made to feel not enough or not as good as their peers. Are they asking for promotions when they're 25 and when they're 30 and when they're 35? Or are they just happy to be there if they succeeded in being anywhere? And so there's, like this inner confidence and value and self-worth and problem of caste systems, as you said, you know.

Speaker 2: 20:31

Yeah, it sounds like there's a lifelong kind of issue there where they're not going to ask for those opportunities or feel they're worth going after them. So, man, we could probably talk about two hours I'm like oh, there's so much to uncover, how, how does this, or does it even differ between industries or professions Is there? Is it more rampant in certain professions over others, or have you found that it's pretty much across the board?

Speaker 1: 21:02

Well, it's going to sound like good news. It's not across the board, but the bad news is it's directly proportional to how much status, money, privilege, come with that position. So the more desired the position, the more socioeconomic barriers will be an impediment If you want to be a CEO, or you want to be a senator, or you want to be an astronaut, or you want to be if it has power, and so you can see this again. I've done some of my own research more recently and my own personal experience with graduate programs, so it's fresh on my mind. I don't want to keep going back there, but the families that are wealthy want their kids to go get a medical degree, get a law degree, get a business degree, get an engineering degree. These are going to be inherently more competitive and bought and purchased programs. Someone going for a fine arts degree? I don't know, there's probably not a lot of low economic people that are trying to go to a four-year school to get a fine arts degree, but it's more competitive the more money is associated with the role.

Speaker 3: 22:06

I'm laughing because my undergrad was in Italian printmaking, which is etching on copper plates. Again, I made really dumb shit decisions. Sorry, yeah, I'm laughing. Oh, yeah, oh my god was that about privilege I'm gonna come for?

Speaker 1: 22:26

I'm here for the joke, yeah but it's yeah, I love it and yeah, yeah, it's, yeah, it's good, we need to care about the issue. We need to laugh too, because that's how you do with this stuff. It's good, we need to care about these issues. We need to laugh too, because that's how you deal with this stuff. It's sad, yeah.

Speaker 2: 22:39

I love that we're having this conversation and we can joke about it, right, because, okay, what can we do to make it better? That's the ultimate goal, and talking about it helps bring awareness. I think even just sharing our personal stories about what was your experience like can be really eye-opening of how different Back I remember when I was younger, I knew there was a difference, but I didn't realize how much. And it's these stories as I get older, with peers and friends and talking about it, where you're like holy shit, how do you change this? How?

Speaker 3: 23:07

do you change it? Brayden? One of the things you talked about earlier was this idea of confidence from an individual. What is the long-term impact of socioeconomic bias on individuals? One of those impacts could be on the confidence piece, but what have you found in terms of what are some of the other long-term impacts of this, as people are going through their career.

Speaker 1: 23:29

Okay, let's take it step by step. I think that self-worth thing develops early. I think whether you can afford to get an education which a majority of people won't. So these are big barriers each time. So, whether you can afford to, can you get into a prestigious one? Do you have the with the right people in the right ways especially now with the remote work outside of work, in your social clubs and golf clubs and whatever to get promoted more quickly as you go through your career? For most people that's about promotions.

Speaker 1: 24:09

I do want to take a slight turn and say a lot of these people don't do it through the traditional career workforce. Right, they might go on to be politicians or celebrities or. But I'm an entrepreneur. A lot of people are trying to move in that direction now and that is highly correlated. Whether the people that can make your company successful I how deep do I want to get into this, there's so much I can say being able to get money for your company is completely who. You know, I sit in these different meetings, so I see both perspectives very clearly.

Speaker 1: 24:44

For people who go in and pitch to VCs and the VC doesn't know who that person is, is a button down professional pitch, super nuts, they are going to talk about the business and they're probably going to get a no. If the VC knows the person and again, I sit in on these calls they say, oh, nevermind, don't worry about the pitch. Yeah, how are we going to get this done? Verbatim, how are we going to structure this deal? Which of our friends are we bringing in on it?

Speaker 1: 25:11

Which? Which influencers are we going to tap for this one? Oh, it's like the other one we did right, so let's tap this one and this one. So it's everywhere. And so they might do it within promotions, they might do it by trying to be an entrepreneur or start their own business. They're still going to count it. And I think the longest term implication, and the one that we need to be the most concerned about and talk the most about, is that the impact of socioeconomic inequality on that person's life is also going to be the primary determinant of the success of their child's life and their child's life. It's like generational at this point.

Speaker 3: 25:49

Yes, I just read a study that one of the greatest impacts on a child's happiness and their well-being is actually how happy the mother is. Did you see that?

Speaker 1: 26:00

Which makes sense.

Speaker 1: 26:01

So there's a great book called In the Realm of Hungry Ghosts, which is written by one of the greatest addiction experts in the world, and in that book he talks about all of this research and about basically what leads to addiction.

Speaker 1: 26:19

His point is amazing, which is we're all oriented to addiction and we all have some form of addiction. The question is, how much do we express it? And that has to do with how much we suffer, love the message. But his point on this mother thing is he says that the number one determinant, or the most impactful determinant around whether someone will become a drug addict is the abnormalities that they have in their serotonin and dopamine production, because basically, people who have abnormalities will have different experiences with drugs, where it's like they really don't feel normal without them, and the primary determinant of that is how much eye contact they have with the mother between the ages of one and three and what were her stress levels. And so then you think about that and it's which mothers are with their children constantly between one and three and don't have stress or have the least amount of stress.

Speaker 3: 27:14

When I think about some of the highest stressors that people face too money, if you are feeling like you're living paycheck to paycheck or you're on the verge of homelessness that amount of stress, in addition to raising children, in addition to trying to be a partner or a spouse or a daughter, a son, a sibling, it's incredible. That's an incredible amount of stress. Yeah.

Speaker 1: 27:35

And working right. And the other thing we didn't say is how many families can either parent but one of the parents afford not to work? That's a wealth option. Yes, yeah.

Speaker 3: 27:49

That's from a For those folks that have gone through all of those hurdles. I'm looking at two of them that have gone through that and come out very successful as well. Are there advantages Meaning are you stronger minded, right, or something of this sort? Do you find that there's better skills coming out of that or no? Is this a bad?

Speaker 2: 28:11

this is a weird question but you get where I'm going with this. No, it's not a weird question.

Speaker 1: 28:15

I did a talk on resilience and we talked about what breeds resilience and there's lots of things metacognition and lots of things are really important to talk about. One of the really important things is how much have you been through? And if you can reference back to oh, I've been through harder times than this right, that's the easiest way to be resilient. I did that. I can survive this right. So resilience is directly proportional to how much someone goes through and experiences. I think empathy is a muscle that you're gonna grow, because it's easy to see, when you almost don't make it, why someone else might not have made it, and that not being a reflection of their inadequacies or, um, in game build lack of capable. I think it's a really relevant consideration. I think the problem is that you never really know where you would have gotten without the barriers, so you can't really compare to who you would have been and I can't say whether it would have been better or worse.

Speaker 3: 29:19

In a way that's true for everybody Right have you ever seen the? Movie Sliding Doors with Gwyneth Paltrow. What was that, Mel? From like 1994? I have no idea. I think so. Yeah, I love that movie. Brady, do you know the premise of this movie?

Speaker 1: 29:31

I don't, you'll have to tell me.

Speaker 3: 29:33

You're like really, this is what we're talking about. So the premise of the movie is Gwyneth Paltrow. Basically, she takes one subway or she takes another subway, and depending on which subway she takes, her life just ends up completely different. Like it's that question of if I would have just taken path A, how would my life be different? The answer is that question, but it also begs an interesting question In order to gain empathy, or resilience too, do people have to go through hardship in order to get? That Is a different question. Curious about impact, so we talked about it at the individual, I am wondering how this might impact work, culture or impact a team.

Speaker 1: 30:13

I'll say a light thing first, which is the birds of a feather thing again. Right, so teams are probably going to get organized around people they know and comfort level, and so birds of a feather, that's a very light thing. I think that as a culture, we are moving more and more towards what makes us different. It's all about this group and that group and you're not part of my group and my group group and that group and you're not part of my group and my group just got smaller today and you're not part of it anymore, and so as we move in that direction, this becomes part of it. It's one more thing that divides people. That's where you middle class or low class or upper class and do I trust you because of that or do I not trust you because of that? Does one group feel resentment towards the other or contempt towards the other? I see those things showing up. I don't want to speak to other people's experiences, but that's something that we see emerging. So that relates to teams, right, people who might not feel as comfortable trusting of each other, because it's one more divide that's getting between us.

Speaker 1: 31:11

My bigger message on that and we could circle back to it later, but I don't know. I just said circle back. I know that's like the most hated term in corporate. We could talk about that again at a later time. But the real message is like there are so many things that divide us right now. How do we start unifying? Because this is an issue that impacts almost everyone in the United States. Like you can make arguments about oh, I'm upper middle class or middle class or lower middle class or dirt poor, or, but it's really just like the one percent and then everybody else. The differences are so severe and so substantial.

Speaker 1: 31:51

And look, harvard ain't admitting that many people this year. Nor is Oxford, right, we're talking about small numbers of people in one camp. And look, harvard ain't admitting that many people this year. Nor is Oxford, right, we're talking about small numbers of people in one camp. And there's just so many other things that divide us today. And a lot of us have this in common, and it is again the single most impactful thing as to what our futures will look like, at least financially speaking, at least in terms of our wealth and accomplishments. We got a lot in common, and I think coming together is going to help a lot.

Speaker 3: 32:19

You feel it in politics. This isn't a political statement by any means, but when you look at, for example, a lot of what the Trump campaign had run on, continues to run on, is this idea of you've been left behind economically and I'm going to be the person that's going to bring it back in. And then you have the Biden administration, which is looking at more, bringing everybody along. They're both an economic message coming from different places, but I feel like both of those messages are very different. They're very divided. So you have the politics happening with that kind of economic message. You also have technology, with AI, and we just got the job support, for example.

Speaker 3: 32:59

I think, there's going to be a lot more fear around economics and the 1% and those that aren't. How do we move towards that common ground when it just feels like there are so many vices that are just pushing us further and further, apart from an economic perspective?

Speaker 1: 33:18

I can sometimes sound like a super pessimist when I talk about the data, but this is actually something I'm quite optimistic about, oh, sweet, because we need some good news, because I'm like, I'm bummed, bring the good news please Look.

Speaker 1: 33:31

At the end of the day, we have a lot that's working to divide us. Your point is exactly the right point and I'll put even, like a pin on top of it, who is the Trump administration speaking to and who is the Biden administration speaking to. They're talking about different economic problems, so I'll just put a label on it. I'll be the person.

Speaker 1: 33:52

One might be talking about white male problems and the other might be talking about people of color problems, women problems, and the reality is the cake for all of us is getting smaller every year and has been since 1971. Under every administration Republican, democrat, doesn't matter. Congress controlled by Democrats, president, republican doesn't matter, matter Congress controlled by Democrats, president, republican doesn't matter. Every administration, the pie has got smaller for all of those groups. Now we're fighting over it in different ways and it might be getting split up in different ways, but it's getting smaller for all of us and has been consistently. And the reason I say I'm a bit of an optimist is one humans might be my belief, but I think most of us are empathetic and compassionate and believe in essential equality, believe in modern political terms. They talk about this kind of era as liberal equality what is?

Speaker 1: 34:51

that, okay, there's all. So all political philosophy is underpinned by moral philosophy. So we start with a set of morality and then we build it into an idea, and utilitarianism was an idea that we should maximize the good for everyone. Right, and so it became a political movement that, under that kind of, helped destroy feudalism, because it was like this isn't the best for all. There's these three people at the top, or whatever. Unfortunately, we've come back around back to dead your servants.

Speaker 3: 35:23

Okay, fantastic, that's good all right.

Speaker 1: 35:25

So then we entered into this, this era, and there's some great works by a guy named Rawls and Dworkin great names to a theory of justice and and it's a lot of what we talk about today where they're like, hey, this is what it would ideally look like and a lot of people bought into this message.

Speaker 1: 35:43

It's where a lot of these like pushes for equality and people shouldn't have these negative dispositions on them. Unfortunately, it hasn't really translated to our politics, but it is something we naturally feel. So I think there is both this sense in human beings that, like we innately have compassion, and there's this cultural zeitgeist that, like people fundamentally feel about what is right in politics, and so there's a lot of systems that are holding that back, but it is holding back something that is natural, something that is believed and accept and been felt by most people, like super majority of people, and so my optimism is look, the politicians are not going to lead us to the promised land here, like they are working to create divisiveness among us, and whether that's a conspiracy or what helps them get elected doesn't matter to me. They're not solving the problem.

Speaker 3: 36:39

No, the data shows that yeah.

Speaker 1: 36:40

Yeah, but we should be optimistic about the future because culturally we hold these beliefs and take off some of this kind of unnatural confusion and we're compadres. We're in the same journey, fighting for the same things.

Speaker 3: 36:54

Yeah, I just feel like there's so much more that unites us than divides us instinctually and actually as well that it'd be. I am looking forward to seeing more of us leaning into that and not waiting for institutions to make that happen.

Speaker 1: 37:11

I agree, and that's where it's going to come from. I think it comes from us as individuals, but a mentor of mine says he teaches leadership to, has the best selling books on leadership in the world and he really understands the topic. He said I've given up on politics. I gave up a long time ago. Any hope I have in the future is in business leaders stepping up, and so I think it's individuals and I think it's organizations that are hopefully going to move this message forward.

Speaker 3: 37:36

There's a lot of organizations can do right.

Speaker 1: 37:38

Yes, there is, especially when 96% of elections are won by whoever raised the most money.

Speaker 3: 37:46

Yeah.

Speaker 1: 37:47

And now about 80% of the money that goes into campaigns comes from businesses and super PACs. So there's a lot of the business community.

Speaker 2: 37:56

Absolutely, absolutely so what measures can organizations start to take? One to identify the socioeconomic biases that they're upholding within their structures and systems and policies.

Speaker 1: 38:29

There are some basic things right. Ditch the degree requirements, especially where they don't matter. You could say stronger programs around, don't take referrals, so maybe don't incentivize the referrals or put some policies in place to stop them. Obviously, I'm going to say gather human capability data to actually understand the people and look at what is effective instead of where people came from. Ask more about people's stories in the interview process and filter that information into how you're judging their responses. As an example to your case, mel, if they asked about your background, maybe they could have overlooked that you weren't in a suit, building stronger reskilling programs, thinking about people as people and saying you know what. You didn't get a two-year accounting degree, but you've got all the makings and we're going to invest in some people this year and get them skilled up. The upswing for companies is these are exceptionally loyal people. That's everything that we see in the data. So if you want to save a ton of money on attrition, invest it on these kinds of programmatic changes.

Speaker 2: 39:39

I think that's such an important call out. I think organizations miss the forest through the trees because they're not going to see an immediate return on investment in some of these things or don't see the value of implementing some of these things. What role does leadership play here in addressing and reducing these issues in the workplace?

Speaker 1: 39:58

Referencing Bill George leadership at Harvard for 23 years. He wrote the True North book series. I've had a beyond unbelievable opportunity to be mentored by him for 16 years, which came out of nowhere. It was one of these never should have happened things. But actually you know what I'm going to tell that story because I think it answers a bit of your question.

Speaker 1: 40:22

So I was, he was doing a tour, talking to all these universities, and he came by a relatively not prestigious Seattle university and gave a talk. I skipped my class so that I could attend. I didn't know who he was, but the talk was on like ethical leadership and that was appealing to me. And so I went to this talk and I just challenged him in a polite way. I was if you're so good at business, like, why didn't you start your own? Why did you just become a CEO of a company that was almost a billion dollars and then make it a international 18 billion or something? At the end of his tenure grew at 23%, and he loved that. And so I went up after and I gave him my card and he was like oh, I'm so glad that you, that you came up, let's keep in touch. And I emailed him once and he never responded. I emailed him a second time he never responded. I emailed him a third time he never responded. I emailed him a fourth time and he was like I was waiting to hear from you, so good to hear from you.

Speaker 1: 41:15

And two years later we went for a run together and he was like do you know why we're friends? And I said I have no idea. And and I had just passed him on the track and he was like do it one more time and I'll tell you. And he was a good runner, but mind you. But I looped him again and he said no one that I teach at Harvard will run.

Speaker 1: 41:36

And so, in a way, he was looking for people that aren't normal, not what most of these leaders are surrounded by, which is people that they're very comfortable with, that don't challenge them, that just support their views, that just say gosh, you're the best person that I've ever met met. And I do want to say I'm sure there are some people at Harvard and not everyone is there with all these things that we're talking about. So I don't want to say anything negative about any institution, but the point nonetheless he was looking for something really different than what organizational leaders typically look for, and I think that's what we need to do. And this is the long way of moving back to that.

Speaker 1: 42:21

96% of politicians win based on who raised the most money. So politicians aren't going to change it. It's on business leaders, and I think it's the defining issue of our time. So I think it's up to us. I think that business leaders have to look outside what's efficient, natural, comfortable in front of them and say this is an issue I'm aware of. What can I do about it in the day to day things that I do.

Speaker 2: 42:48

When you think about business leaders presence throughout communities, it's massive. Your experience alone a lot of business leaders spend a lot of time on campus, where people are just beginning their journeys of career exploration. So even how they show up there or think of candidates differently, or interacting with students differently and having those conversations or being willing to give, I got to ask, though I'm sorry.

Speaker 3: 43:15

I think we are absolutely not talking about the very important thing in that story is you had a card in undergrad.

Speaker 1: 43:24

I didn't want to say anything Absolutely, and I will make even more fun of myself. I wore suits.

Speaker 3: 43:36

Oh.

Speaker 1: 43:36

I know.

Speaker 3: 43:37

We're ending the conversation right now. Tell me more, tell me more, tell me more.

Speaker 1: 43:47

I was working in the school cafeteria, I was overloading on my classes and I was trying to start a company, and so I was like, okay, I'm like, I am showing up to this game, I am working as hard as I can work I actually I don't even know how I did it these days but so I was like suit, I had a card for my company. I was like this is my dream, I'm going to go after it. That was me, and so this one other guy we joke now because we're both like super laid back and super I wear like Mandarin cut shirts and not normal. And we were the two like. We showed up in suits and we stayed friends and we're both like the opposite now oh, that's so funny.

Speaker 3: 44:22

How did you know to do that? Like literally, how did you know to do that?

Speaker 1: 44:25

or did you just free this up? Gosh, I didn't. I certainly didn't know how to do it. I struggled for such a long time. Yeah, I had no experience, no, no one to teach me at all. I did so many things wrong for so long. I guess it was just like I was just going to give it everything I had every day. But again, if I had been two years younger, none of it would have ever happened. It didn't matter that I had overloaded all my classes and still graduated magna cum laude and big gamma sigma and worked in the school cafeteria and didn't have enough money and started a business. None of it would have mattered. It wouldn't have been enough.

Speaker 2: 45:04

Timing and luck are big components of, in addition to that ambition piece and the business cards, let's not forget the business cards.

Speaker 1: 45:16

And don't underestimate the kids sitting in the suit in the business class.

Speaker 2: 45:20

Wear your suits, class kids.

Speaker 1: 45:22

Kids go in places.

Speaker 2: 45:26

AI is the hot topic everywhere. What role does technology play in either holding up socioeconomic bias or eliminating it in the workplace?

Speaker 1: 45:39

I think that totally has to do with what leaders do. I think it'd be very the technologies are becoming available. I'm working on them, other people are. It calls on leaders to not ignore the technologies that are becoming available, to recognize that they will get lower attrition rates, that they are going to save money, that they are going to get better people and that they're going to do good for the world all at the same time.

Speaker 1: 46:04

And honestly, you mentioned AI and automation. Are some of my biggest concerns because throughout time, the conflict has been between labor and capital. All economics or models are built on this, and wages for labor has not matched productivity gains for 55 years now something like that and the problem with AI and automation is the power of the labor class to negotiate is getting pulled out from under them. It's been a concern. I think it is an increasing concern and I don't know how fast it's all going to change. But labor needs to negotiate now and get political influence now if we're going to live in something other than a dystopian altered carbon society in the future. Yeah, because yeah.

Speaker 2: 46:57

It is a little scary Because, yeah, it is a little scary. Yolo, yeah, all for universal income. It's like figuring this out Because, to your good point, the room to negotiate is getting smaller and smaller and I think most organizations don't even know yet what this looks like for them. So it's like in five years time, what world are we going to be living in? Your company, Almas Insights, you are building technology. You have technology that helps remove inherent bias in resume review, referrals, interviews. Can you tell us more about that tech?

Speaker 1: 47:31

Yeah, absolutely, and I'll give some thank yous here as well. So the essence of our technology is we put someone in a digital work sample for 45 minutes and they go through a variety of situations like you will experience in the workplace and demonstrate their preferences and behaviors and capabilities and how they respond and how they react and that's all cool, but that's not actually what we do. What we actually do is all the data on the other side where we say what kinds of people are being successful in this role at this organization, and that all happens automatically in the data. So a company just baselines it. The statistical significant things basically highlight in that and the machine learning algorithm matches that with people who are applying or people who already exist in that job who have also taken the measurement. So all of that becomes automated and it says this person is likely to stay with your firm for a long time If you hire them. This person is likely to be high potential in this role, and it's all objective data.

Speaker 1: 48:34

But what we did and I think what proved to be one of the important aspects of how we approach this was we put it in a fully contextualized environment. So when I say digital work sample. I don't just mean situational questions. There are avatars on screen. You see what's going on. You have full context of the experience towards Deloitte and also the University of Washington. There was a validation study that doesn't eliminate all other biases, and it did so. Level of education didn't matter. What someone's current job was didn't matter they could be an Uber driver or a Deloitte consultant because they had so much context. And then people said, hey, this was like the most accurate thing that I've seen for a Sethi and myself.

Speaker 2: 49:22

This is going to completely remove all bias about your match to this role and how powerful for talent acquisition to find the right people for the right jobs at the right time. That helps with workforce planning. That helps with so many things. So kudos to you, that's amazing.

Speaker 1: 49:40

I'm excited about it. Vision here is, as you look at unemployment right and you look at some of these people who are very talented and on the fringe and being overlooked, having something that can give employers confidence and giving people like that opportunity is what the world needs more of.

Speaker 2: 50:00

Yeah, that's huge and giving those people confidence as well. Totally brayden, we like to close out each episode with a rapid round. These don't have to be one word answers, but maybe one sentence, and it's just to get your like immediate reaction to some of these questions. How does that?

Speaker 1: 50:38

all right, let's see.

Speaker 2: 50:40

Okay, if you could change one workplace process or rule nationwide for everyone, what would it be?

Speaker 1: 50:48

I guess I go to ban the degree or forget the degree thing.

Speaker 2: 50:52

What's one book everyone should read on this topic.

Speaker 1: 50:57

It's so hard. I would say, if they're interested in just the economics and reality of what's happening capitalism in the 21st century by pickety if they are interested in the political concepts, that we should probably be listening more to a theory of justice by rawls. And of course, I would be amiss to not mention I also have a book on the topic which is Twilight of the Idols, an American Story which gets into. How is this impacting, in particular, young American lives today?

Speaker 2: 51:29

Yeah, we'll link to that. We'll link to that in the show notes for everyone. What's the biggest barrier to workplace equality?

Speaker 1: 51:37

Two words, but downstream consequences. Tell me more equality Two words, but downstream consequences, tell me more. Yeah, well, so we can't start fixing it in the workplace? It starts with kindergarten, right? And so the downstream consequence of having someone, as we talked about, not confident, or having someone who couldn't get a college degree, or having someone, and then the downstream consequence on the other side of this is going to be the primary determinant of their children's future. It's a downstream consequence problem. I don't think we could just say the workplace fixes this.

Speaker 2: 52:06

What was your first job and what did it teach you about socioeconomic bias?

Speaker 1: 52:11

Working in the school cafeteria to pay for my college degree. That's my first like real job and people look at you different. That's what I learned. There's the kids who need to do that and the kids who don't need to do that, and I learned real quick that people look at you different when you are serving them their food. And it's just heartbreaking to know that.

Speaker 1: 52:31

They're your peers. So it's like it's one thing if it's the local Taco Bell or something, but if it's like it's you and your classmates and they're out behind the cafeteria and you are behind the cafeteria, yeah.

Speaker 2: 52:43

Yeah. What's one myth about this topic that you want to bust today for everybody?

Speaker 1: 52:49

It's just the insignificance of it. It's that it is the single most determining factor of someone's future and we need to organize around that. We are in this together.

Speaker 2: 53:00

What's one piece of advice you would give to your younger self? And we need to organize around that we are in this together. What's one piece of advice you would?

Speaker 1: 53:05

give to your younger self. This one's hard, it's just hard feedback to give. But I think I would tell my younger self play the game, Don't lose your soul. And then give it all away. And I probably could have gone a lot further, a lot faster, if this didn't enrage me so much. But but I wanted to beat the system or prove it a different way. And the system is the way the system is. If you have influence, help break it, but you have to have the influence first.

Speaker 2: 53:40

We're glad you were enraged because you're doing good things. Last question future of work. Are you optimistic or pessimistic?

Speaker 1: 53:48

I think short-term, long-term, short-term pessimistic, long-term optimistic Pessimistic because what are the things happening and what is the direction they're going, but optimistic because movement towards public benefit, corporations, triple bottom lines, intentional communities which probably no one on this, or a lot of these people, are not going to be aware of.

Speaker 1: 54:10

So I will just say there, these groups there's more than 10,000 in the world now. I had no idea how many, but there's like an example, twin Oaks in Virginia and it's a group of people, a couple hundred people that live and work together and they sell like tofu and hammocks and stuff like that. But everybody makes the same money, they all live comfortably, they have stipends they can spend on whatever they want, they have 600,000 in profit every year that they invest in their community and it's very much how indigenous tribes live. I had the opportunity to live with one for a couple of weeks, which is amazing. But there are all these models emerging where people are taking care of each other and thinking about business differently. We've never really seen culture sustain economic inequality as long as we are seeing here. So change is bound to happen, and hopefully really positive and really soon.

Speaker 2: 55:10

Brayden, we're glad you are working towards helping to change that little by little in what you're doing, because eventually that will become what is it take one bite and suddenly the whole meal is done right, like it'll be a bigger impact long-term so excited to see it and we really appreciate you talking about this with us today.

Speaker 1: 55:29

Thank you for the opportunity.

Speaker 3: 55:34

Thanks so much for joining us today. Subscribe wherever you listen to podcasts. You can come over and say hi to us on the TikToks and LinkedIn community. Hit us up at yourworkfriends.com. We're always posting stuff on there and if you found this episode helpful, share with your work, friends, bye.

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Melissa Plett Melissa Plett

The Talent Fueled Enterprise

You can build high-performing teams and create a workplace people actually want to be part of. Just ask Mike Ohata—Fortune 15 talent leader, author of The Talent-Fueled Enterprise, and the guy talent insiders call a badass. In this episode, Mike shares how to lead with care and results, why psychological safety drives performance, and how to stop treating people like capital.

From the future of AI to why simplicity beats scale, we unpack what soulful leadership looks like in today’s world—and why it’s not just possible, but essential. If you’re ready to fuel your org with both head and heart, this one’s for you.

Your Work Friends Podcast: The Talent Fueled Enterprise with Mike Ohata

You can build high-performing teams and create a workplace people actually want to be part of. Just ask Mike Ohata—Fortune 15 talent leader, author of The Talent-Fueled Enterprise, and the guy talent insiders call a badass. In this episode, Mike shares how to lead with care and results, why psychological safety drives performance, and how to stop treating people like capital.

From the future of AI to why simplicity beats scale, we unpack what soulful leadership looks like in today’s world—and why it’s not just possible, but essential. If you’re ready to fuel your org with both head and heart, this one’s for you.

Listen or watch the full episode here


Speaker 1: 0:00

It just takes a dimension of courage. And I remember one CEO kept saying the most simplistic message. He goes if we get our culture right, the rest will come. We'll win in the marketplace, we'll win clients, we'll sell bigger projects. And you could feel it. He knew in his soul what the values were. He knew in his spirit what he was after and what he saw. And you go like, yeah, I get it.

Speaker 2: 0:28

What's going on, Mel?

Speaker 3: 1:00

Not much. I feel super energized. I belong to this community, through Culture First, that hosts co-working days in the city. I just love it so much. Not to speak for you, but like me, we kind of thrive on like hive togetherness of collaborating and brainstorming. So I just get a lot of energy out of just leaving my house and sitting in a space with other people who are getting shit done and then being able to connect and ask questions. So it felt good today I did that in the city. What about you? Nice?

Speaker 2: 1:14

And by the city you mean New.

Speaker 3: 1:16

York, I mean New York. Yeah, yeah, sorry everyone.

Speaker 2: 1:18

Yeah, I got to say I don't think I have prepared myself as a parent around sports. I did not grow up playing sports Like we were in like ceramics camp and dance and piano. That's what I did. I didn't really play sports, yeah. But my son is super into sports. My husband played soccer in college. Like they're into sports. I was not prepared for the amount of practices and such like. Just for soccer, just for soccer. And he's in first grade. They have practices on Monday, games on Saturday and then this weekend there was a jamboree like a fundraiser.

Speaker 2: 1:56

I'm like this is three days three days, three days out of the week, dedicated to soccer wait until he gets into middle school and high school.

Speaker 3: 2:06

That'd be five days a week, and then you'll have a pasta dinner to raise money. I was not prepared. Oh, I know what to get you now as a gift I have lawn chairs, I do have not a lawn, not a lawn chair, not a lawn chair like one of those pop-up tents.

Speaker 2: 2:19

What do we do? What do you hell?

Speaker 3: 2:20

yeah, the pop-up tent for outside, so. So when it starts raining, you could just zip yourself in.

Speaker 2: 2:26

It has a little window Like a little drive-thru window Like what here's your snacks. Yeah, it has a little window that you can look through, you're nice and cozy. Throw Clif Bars out of it. Yes, please get me that. That's funny, that's funny Okay. That's funny, that's funny Okay.

Speaker 3: 2:41

Oh man, yeah, you're going to be busy, yeah.

Speaker 2: 2:44

Well, we had a pretty rad discussion with Mike Ohata, didn't we?

Speaker 3: 3:02

We did. Yeah, yeah, mike Ohata joined us. He's a talent executive and strategic advisor. He's worked for organizations like Microsoft and KPMG and he's the author of the Talent-Fueled Enterprise. We read the book. It was awesome, and then we got to talk to him about it.

Speaker 2: 3:11

And we think there's a lot of good knowledge nuggets for folks to take away from this conversation. The book is written and geared towards. If you're the head of HR, the head of learning and development, if you're a CEO, right, it's looking at strategically what do you want to do to make sure that your enterprise is really garnering the full potential of everybody that works there? Right? Listen, if you are in those roles, it's a must read, absolutely, but that's not really why we wanted to have Mike on. It feels like there's this conversation happening in the ether, especially around anything HR or people related that it's very polarized.

Speaker 3: 3:40

Oh, it is right now. I read something yesterday around you're not strategic. If you're a bleeding heart HR person, take some issue with these types of comments, because I think something that you and I talk about often, and something that Mike emphasized, was this need for balance, the balance of caring for people and your bottom line and how you can bring those two things together in a really effective way.

Speaker 2: 4:09

Where work and where goodness really gets done is in trying to find the common ground, is in trying to figure out what is the balance between to your very good points, profit and being really good to your people, or really understanding how you can maximize the potential of your people, and we highly recommend Mike's book With us. He walked through how can anybody, whether you're a manager, a leader of an organization, really fuel your organization with not only talent but with soul as well, and gave some really really practical advice, and it was just a fun conversation.

Speaker 3: 4:43

And, side note, there's a lot of great movie quotes and tiebacks in this book, but this is a great conversation and with that, here's Mike Ohata. Mike, we are so excited to have you with your work, friends, today, and you've written the talent-fueled enterprise, which is focusing on how businesses can thrive by really focusing in on their talent, and we'd love to start off with what inspires you to write this book having me.

Speaker 1: 5:25

I'm really excited and I'm looking forward to our conversation. I've had the fortune in coming out of professional services and the firm I work is. There's this age where you time out and you're asked to retire. In that, just this notion of being able to be liberated from your organization, the stepping back, stepping away, getting out of the organization, has allowed to really share all the things that you'd like to work on. But you don't always have the opportunity to work on and also just get up all those kind of pent up feelings and thoughts around what could have been, could be and why can't we get to them in your careers.

Speaker 1: 5:56

It's really hard sometimes to get things done because we're constrained in these systems and these are of these organizations. The other part of the inspiration it sounds super corny, but it really is the people you work with right. It's the employees in our particular firm and the partners as well. But the people are really inspiring because, at the end of the day, they are the potential right and they are the engine of the organization. And you got to step back and go. I love that we do the work that we do in HR and talent and learning, because we love the people and we want to see what we can do for them and see what they become.

Speaker 3: 6:30

So that was my starting point on how I got inspired love of people and the value of them in the workplace, and how we can make it better. Why is talent such a crucial element in a company's success? Can you explain it to our listeners, like they're five? Why?

Speaker 1: 6:52

is that the case? Talent is just one of those words we use to talk about the people in our businesses, in our organizations, and it is the word of the day. It's become a little bit of the slogan of the day too, but it also shows the recognition that people really do matter for businesses. The broader question, though, that really comes up from that is so what do you do about it? We're talking about talent because we're trying to find a better way to talk about employees, about employees. There is this kind of deep felt in our values and so forth and our feelings that people really do matter Really. They are the heart and soul of the organization, but then the organization keeps churning on doing what it's always done, and so I think it's really important for all of us to understand is that, collectively, we're all here at this place around really needing to understand how to think about talent differently?

Speaker 1: 7:46

And the other thought that goes through my mind and why it's so important, is for the last 23 plus years we've had this notion around talent as a scarce thing. We have this mindset of scarcity and we talk about the war for talent all the time. There's a lot of relevance to those models around like looking at sort of high potential, high performance, et cetera, but it's an incomplete view, and so the challenge that I've kept coming across is that if we're all looking for the same people, the same resource, the same talent, that just doesn't compute, because we're surrounded by all these people and you know this story right Like we've hired the best people and then you wind forward and go, we can't find the right talent. And I'm just how does that even work? What happened along the way? It really begins to speak to this condition around, this philosophy or this point of view that says there's only a handful of good people out there, and I'm just like that's not really a way to live, it's not a sustainable way to live.

Speaker 3: 8:39

And so, in this current framework around you know leaders talking about talent and it's super important for us to realize is that there's a vast wealth of potential in the organization. That starts with understanding all employees and creating sort of opportunities for all of us. I like the shift in the mindset right, Because every employee that you hire, you hired them because you believed that they have this high potential. So where does that change? There's a real opportunity here to support them and their continued growth and potential.

Speaker 1: 9:09

Absolutely.

Speaker 3: 9:10

In the book there was a theme that really resonated with me throughout. You mentioned that the talent strategy mindset that inherently values the human and the concept of I see you is super important. How can leaders and orgs show their talent, that they truly see them?

Speaker 1: 9:28

That's tough. I say it's tough because it's really easy to say do this and do that, but it's really kind of a set of practices that we all pick up every day. It's the simple things from around. You spend time regularly with your teams, with your people. You stop to say hello. It doesn't have to be super formal, but do you actually have a way, a practice, to understand what do people really want to get out of work? What do they want to get out of the job? What do they really desire a year from now, two years from now? Is it the model of performance that drives the business outcomes that drives those questions, or is it a real interest and curiosity in the manager or leader that's going to say I just want to know what's going on, but a lot of it's just connecting and building community.

Speaker 3: 10:12

Yeah, it makes me think of the real need to build psychological safety. So if a senior leader is asking what you're up to, the initial response isn't oh, am I in trouble? But more of they're coming from a place of curiosity.

Speaker 1: 10:24

Yeah, yeah. Isn't that a telling statement when people say, well, am I in trouble? Because they feel like they're not safe or they may be at risk.

Speaker 3: 10:32

Yeah, you also talk about how orgs often refer to employees as resources and the workforce as human capital, which is ultimately dehumanizing right, because it's not seeing people for who they are as humans. What changes would you recommend orgs make in regards to how they refer to their talent to bring back that humanity in the workplace?

Speaker 1: 10:57

Yeah, in general, there's nothing really wrong with the words right and selves. They're just words, and they're just words. Come and go. Really, what's going on here from a theory perspective, is just around. People are watching all day long what leaders are doing. They're watching all day long what the practices, the lived experience of the organization is, and so I think what's really important is you can use words like workforce or human capital, but really the fundamental thing is, what do people see you do? So like, for example, the really common one in which is tough and there's no easy solution or answer around this.

Speaker 1: 11:31

We have this need for a business outcome, but we're not making our plan, and I think I've heard you folks talk about this and then but you're, so what do you do when you have too many people? So the typical thing that often happens is we downsize the workforce or we right-size it, so to speak. Right, and we go through that riffing process. And I love the story that you folks talked about on taking that long view, that long game with people, that behavior and set of actions around. Taking that long view communicates so much to the organization on how you think about people and where they matter, so much to the organization on how you think about people and where they matter.

Speaker 1: 12:08

Now, at the end of the day, people get it. If we're run, like during the great recession, if we're not making it like we've got to make a choice here, but the point there is just in like how transparently clear about it. Leaders often spend so much time getting all spun up over the right words and they lost the opportunity to connect with people and I've had so many employees over the years. Someone was like I want to appreciate it. You just tell me how it is. It doesn't have to be pretty, but at least I don't have to guess what you actually need.

Speaker 1: 12:33

And I think that's what's at stake here. Now, the flip side of it, since we're HR professionals, is that there's this whole kind of HR label thing that we have to go through to make sure we say the right things. I think you can still do that. You just can't get too spun up with ourselves.

Speaker 3: 12:48

A couple of our other guests in line, I think, with this collective thinking of it's okay to be transparent. Even if you're following all the compliance, you can still connect on a human to human level. One of our guests had mentioned, for example, his approach was hey, you're not going to like this, I absolutely don't like it, and it's okay to acknowledge like for lack of a better word, so I apologize the turd in the room, so let's acknowledge it together and get through it together, but to your good point, making sure we're continuing to connect on a humanity level that these are people.

Speaker 1: 13:23

Yeah, One of the stories I remember is that I did have to reduce the number of people, and there's one particular team that got impacted and I just broke down crying, talking to them. The director like called me up after just said but I really appreciate it, but you also got to do your job and it was really just an amazing moment where you know she and the team appreciated the humanity, but you got a job to do, so Get on with it too. Back to the balance, right.

Speaker 2: 13:48

You know, it strikes me, though, the idea of being seen. You talk about people being developed holistically as well, but when we look at HR, I don't think it's set up to do that. We're set up to do more of the compliance, more of the block and tackle. When you look at the amount of funding HR teams get, it's such a small percentage of the overall funding of the organization. It's not a knock on HR leaders at all, because I think HR leaders have the best intentions. They're trying to do the best they can with what they have. There's a lot going on, yeah, and part of me wonders and I'd love to get your take on it in order to really set up or operationalize being seen, holistic development, looking at talent differently, do we have to secede from the union Meaning compliance goes over here to legal and then talent becomes a different beast in and of itself, almost like the human team or the product innovation team? We need to separate in order to really do this, or can we still go the way we're going?

Speaker 1: 14:51

Yeah, we have like this classic mindset around either or right, we have the compliance engine, all the process-based kind of work we're like the people shoveling coal in the coal fuel engine or train and we're just heads down, we just got to keep this thing moving. We're doing that work all day long and then we think, or it'd be really great if we could be focused on the people, and the reality is they're all integrated right. So then it's a matter of how you do the process work, and that's really easy to say conceptually or theoretically, but it really is. It's around how do you combine the two? So, for example, we know empathy is one of those kind of capabilities that bring the two together right. Authenticity, transparency, and when you think about those, we're all talking about those human kind of attributes that actually make us who we are. And that's the heart of it, because people get the engine part of it. There is compliance stuff that happened. There are processes we have to run. It's just that whether or not we still feel like the processes have a soul in it.

Speaker 1: 15:50

So, for example, this is one thing in one of my past jobs is I remember writing just said you know what, like it'd be really great to get transparency around what the corporation has budgeted for bonuses, because you say it's zero to 15%, but we budget it for six, right? So we're here and I'm giving a performance review and the person got 7% and they feel like they're a failure because it's not 15. 7% compared to 6% is actually pretty decent looking right In a scheme of things, I said. And then I'm talking to a professional, an employee, that's looking for $2,000 and because they're going to build a cedar deck in their backyard and they just want to buy the materials but they're going to do the labor and that money means a lot to the individual, but we don't have a way to talk about what the sort of the constraints of the system say.

Speaker 1: 16:42

Wind forward, that organization actually started saying, like here's what we think your bonus is going to be based on, what we can plan for, and you're up or down from that. Now everybody goes oh, I can live with that, but that's a place where you have the constraints of the process and the system. That needs the rigor of the financial model that's, allocating a set amount of resources and a transparency approach that allows people to then understand. Now I have a better idea of where I match up right now. Different conversation. Whether or not they like the evaluation or the assessment, that takes a lot of stress out of it and takes a lot of anxiety out of the process.

Speaker 2: 17:19

I love what you said about the soul. We have to put soul back into some of these processes Benefits, comps, conversation, even layoffs. Right, you can have soul, you can see people in those. When you see this done really well, how do the leaders or the organizations really truly view their people?

Speaker 1: 17:39

So what I generally see in organizations is that most leaders have a good concept of what they're after in terms of goodness.

Speaker 1: 17:49

They have the right concepts in place, so the messaging is right, but what they don't realize is that they themselves, the organizations, the functions, are stuck in the system of the organization and they haven't figured out how to disrupt that sort of state or to change that slowly over time.

Speaker 1: 18:05

So then we're in this place of messaging over here Because it sounds really great, but operating over here all day long, and that's the part when you look at it saying, hey, we love people, you got to go right. That's the kind of stuff that creates that dissonance in the organization. So what really has to happen is we have to talk about what the constraints are. We have to talk about what we're trying to balance out in the organization, and I think that's where I think again, our professors, our employees, they get it, they understand it, they appreciate things really, really deeply. The other kind of funny thing I think about if it really created connection and community, you would know what people feel like they need to be seen and to be understood, versus kind of stalking on fishbowl to see what kind of throwing shades going on. I do think organizations understand it at some level and they have great mechanisms, councils and so forth, pulse surveys and all that. But again, are we enamored with the process and the activity or do we really want to know what's going on?

Speaker 2: 19:06

The older I get, I will tell you. I think so much comes down to fundamentals like basics 25 years ago or something. Somebody wrote that book, everything I Needed to Know. I Learned in Kindergarten and it's this just idea of, yes, connect with people, talk to people, ask them what they need, ask them what they want. A lot of times people get really fearful of doing that because they don't know if someone's going to ask them for something they can't give or they don't know how to be perfect in that dialogue or conversation. But all they really need to do is start with care. People feel that when you start with care I get that from you, mike that you give care, energy, you give very big care, thank you. I want to talk about this idea of developing people holistically, especially when we're talking about AI. Mel and I were just talking about Klarna, for example, who they're going to lay off. What was that, mel? Like 85% of their business.

Speaker 3: 20:19

They just laid off a bunch of folks, got down to half their workforce and I believe they're hoping to get down further within the next year.

Speaker 2: 20:26

Yes, there's two energies that are happening in the world. I'm getting very woo-woo, forgive me, but right, there's this one energy of scarcity. Oh my gosh, ai is going to take jobs. We're going to start seeing a lot of organizations making big moves around completely replace humans with AI, and then you even wrote about this in the book too. Then we're looking at people who want to augment. What does that look like when this AI conversation is happening, where we can look at it as scarcity or we can look at it as augmentation? If I'm a Jane Doe employee, what does it look like in an AI world to be developed holistically?

Speaker 1: 21:03

Yeah. So there's a couple of things. One is, when it comes to AI in particular, I get the sense that a lot of business leaders feel like there's one really good question to ask around how do we adopt AI? And I think that's a question. I think it's not even the best question. I think it's a starting question and I think the exercise that we all need to take is what are the next 5, 10, 17 questions to ask around AI and the implications for the organization.

Speaker 1: 21:37

When I think about it and I step back, we've been surrounded by computer technology, computing technology, innovation for a long time. We keep talking about the speed and the disruption for decades now, and there's a point that says we're not really talking about anything new here. So what's really going on here? So the part of it says to me we should get over it in some way and then start thinking what is the intersection of AI and humans? That's one of the really key questions.

Speaker 1: 22:04

Holistically, it's going to be really around coming back again to these fundamentalists around what does it mean to actually see the employee as a person? And I actually think the answer for that really depends on the organization. That it is because different organizations are doing different things right and there's different kinds of labor and different kinds of work, and holistically might mean that we need to do things that are fun. That celebration is actually a really key part of our culture, so we may do that. Other things may be. I need the latest science, I need the latest technical knowledge and I need you to help me to get there, because that's super valuable to me as the profession that I'm in.

Speaker 3: 22:42

That's one of it.

Speaker 1: 22:42

There's a number of levers that we can use to think about seeing people holistically, but one of them is going to come down to is what are we trying to achieve with our people? And just having clarity about that. You don't have to be all things to all people, but having clarity about what we're trying to accomplish, I think, is super, super important. For example, if we think that it's really important to have a really great hiring process, let's say, focus on skills, understand really what skills you need and what the skills are in the marketplace. If you really think it's important for your organization to train and to develop those skills, then train them. If you think that retaining people is important to the organization and you want your people to understand that, then create some kind of mobility, not because you have to react to their need, but because it's really important to be thoughtful around how they're engaged across the whole organization.

Speaker 1: 23:33

The other thing in convincing people holistically is we often start off with the most basic set of needs. So where do we go when we want to make sure that you know your value? We start off with benefits and compensation, right, and you take math instead of hierarchy of needs. We're talking about things that address our abilities to make sure we have health care, that we can buy food, that we can buy shelter, rent an apartment, buy a home, and then we understand but miss sort of those kind of self-actualization things.

Speaker 1: 24:03

The things that people desire more and this gets back to the holistic thing is that people want to develop. They want to grow on some level, and that's beyond just training, because training is about skills. But there's this other appetite or other need, so to develop, they want to grow on some level, and that's beyond just training, because training is about skills, but there's this other appetite or other need, so to speak, that actually goes beyond that. And that's where I think the opportunity is to see people holistically is really understand well, what are you after Beyond kind of the work gig you got and the pay you get? What do you want out of life? Right, and the answer is going to really vary depending on the organization and the people who go into that organization. But I think the truism that we see in the research shows this and Gardner talks about this, right, and they talk about the human deal is that people are looking for a very different set of things than what people were looking at 20 years ago, for sure.

Speaker 2: 24:48

Yeah, I think about this a lot. What does the future organization need to look like in order to do this? What are some of the big ticket structural changes that would need to happen in order for this to be the employee experience?

Speaker 1: 25:03

Philosophically, the first thing that's going to happen is a mindset shift in leaders Leaders Okay, Because actually I think the structural shift will follow this ability to imagine what things could look like. So, for example, people talk a lot about workforce planning and that can mean a lot of different things. For a lot of organizations it just means resource management. But what has it happened? Or what needs to happen if you want to get structural changes around how you recruit, how you create opportunities for people is you actually have to imagine. There is a model out there, for example is that if we get people that have the right attributes and we can develop those attributes and then we can develop the skills, we can actually create a workforce that has greater agility, for example. But today's practice is keeping most of us grounded in buying today's skills and then getting all kind of worked up around tomorrow's skills. So then we get into this hyper motion around that we need to do training and rapid upskilling and we got a whole set of terms for those kinds of activities and they're all OK. They're all the OK responses and good responses. But can you imagine a system where everybody believes in the ecosystem of work? It says I may only have it for a year to three years and then you're going to move on, because people do. We know there's a lot of research that shows this, but that actually has huge implications for how we develop people.

Speaker 1: 26:25

The question for all of us is can we actually develop people in a way knowing that they're going to leave? Because if we do that, there's a whole bunch of structural changes have to happen. Like we have to rethink the work. What does it mean to have work that's being operated or executed by people who aren't there all for a long time? And we know there are certain industries, say like logistics, call centers, where, like they know what turnover looks like and so they actually have had to come up with a work model. So the work gets structured in a way that kind of fits that demographic pattern. But that's the kind of structure thing I think could potentially take place much more broadly in corporate America. It's hard to move because there's a lot of moving parts, there's a lot of day-to-day operating results that we need to deliver, and I think you can do both. You can find those areas where you can begin to slowly shift.

Speaker 2: 27:12

It's interesting I think this was in Ashley's book. This idea of an organization would be a state, a team would be a neighborhood.

Speaker 1: 27:21

It did.

Speaker 2: 27:21

And that you're much more likely to make change at the neighborhood level. And there's responsibility I would say responsibility to your very good point around the neighborhood level and I know that Mel and I wanted to talk about. What are some things that we can do at the enterprise level, at the team level, at the individual level.

Speaker 1: 27:43

Yeah, so it's a great analogy. I'll start because if you take that notion it goes right back to that idea around is the team, is the learning unit. It is also where community and connection is most tangible. So one of the things that has to happen is how do you bring that level of tangible community and connection as you go up the organization? It's what has to happen.

Speaker 1: 28:08

It's a really tough thing to say do this and it all magically happened. The really basic question that the executive team has to ask is what do we want to accomplish with our people that's going to make us a better organization tomorrow and it integrates well with the business outcomes that we're accountable for. That sounds tactical, but I would tell you that is a really hard thing to answer. When leaders can answer that and get it down to one or two things and you know what happens when one or two things comes like to seven to 13. No, really, what's like the one or two things you're going to do that actually moves your people In what direction do you want to move in?

Speaker 2: 28:49

I've been thinking a lot lately about this idea of simplicity, because when I've seen organizations do this really well, they're not doing 15 things in shallow depth. They're doing one, two, maybe three things and they're going really hard on them in terms of yes, campaign and strat and funding them, but also in process, in the way that we build workflows, the way that we talk and the language that we use, all around these things to the point where their employees can talk about it and they know it and they feel it. It's very hard to do with 10 things.

Speaker 1: 29:24

This is going to sound harsh, and it's not meant to be harsh, but it feels more like an observation. But we tend to not focus on the one or two things because I think it actually takes a lot of courage to do. It does, and it doesn't mean that leaders are feeling less powerful or sinful, it just takes a dimension of courage. And I remember one CEO who just said we kept saying and to your point is the most simplistic message. He goes if we get our culture right, the rest will come Like we'll win in the marketplace, we'll win clients, we'll sell bigger projects. And you could, just you could feel it Like he, just he knew in his soul what the values were, he knew in his spirit, like what he was after and what he saw. And you, just you go. Yeah, I get it, you didn't get spun up on what are we on now? Like 7A of the nine point strategy, on the five year plan that gets revised every six months. It wasn't known sounding like that. It was just like this really simple view of the world.

Speaker 3: 30:24

I have a question.

Speaker 1: 30:25

Sure.

Speaker 3: 30:26

How do we crack this nut? Because I feel like we hear this story consistently, that there's a need even for the CEO, to have courage. But if you're leading the organization, why do you need to have courage? You can say, no, this is how we want to do it. So what's preventing leaders from taking that stand as a collective and saying, yeah, we're all in on this, we don't need to have courage because this is what we believe, so it's not. Again. I keep feeling this, even at the leadership level, the C-suite level, this lack of psychological safety to say this is what we need and this is what we should focus on. What makes it so challenging for people to take a hard stance.

Speaker 1: 31:10

My theory around this is that organizations as systems have different or varying permissions.

Speaker 3: 31:15

Yeah.

Speaker 1: 31:16

So some organization will give a lot of permission to its leaders to have courage around how they want to drive and how they want to lead, and other organizations don't.

Speaker 1: 31:26

And I think the leaders who prosper in whatever organization they are, I think they figured out right one way or the other, either consciously, with lots of self-awareness, or they just found what was comfortable and found a way to prosper in the environment they're in. But what I would say to any leader at any level that if you're not feeling that sort of integration of yourself and your values with the organization's values, then it's something to question and to think about. Dear colleague john blumberg writes about this around the return on integrity and he talks a lot about personal values actually have to really align with the organizational values and that's a journey. But I would say sometimes what happens is that leaders are like all of us, get caught up in the systems that we're in and so they only have, or feel like they only have, certain permission to go a certain way. The transformational leader not meaning about creating transformation organization, but the leader who's transforming themselves will find a path. They'll find a way to rise above that, to transcend them.

Speaker 3: 32:29

It's just so interesting even to hear that there are certain organizations that still don't value that perspective in this day and age, with all of the research that shows when you commit to your people, you will see business results. I think I ask every guest why do you think that is? Why do you think there are still some organizations that don't see the value?

Speaker 1: 32:54

Why do you think that is? Why do you think there are still some organizations that don't see the value? It comes down again to this view around what matters most. Right in its simplest terms. And if you're someone who's wired by power and you're wired by money, and that's what gets you excited and energized, that's what gets you energized and you're going to operate that way. If you're wired a little bit differently, then you have different set of priorities and actions. And here's the thing that I think we know theoretically in all our leadership development, research and so forth is that it takes a diversity of leaders to make it happen, but most organizations tend to put in place a leader who looks just like everybody else, because that is the ethos of the system. That is what we value in the system is that we value making money, we value power, we value the political game or what have you. And again, not all organizations are wired that way. That's one pattern.

Speaker 3: 33:45

Yeah, what advice would you give to that leader that has a mismatch with their organization but they want to try to make a dent in a positive direction? What advice would you give to that person?

Speaker 1: 33:59

Yeah, I love American landscape portrait, like just because there's this notion that humans are really small and the landscape of kind of the continent was just so daunting. And without getting into sort of the historical politics around, who was here first? Because I appreciate that discussion very much but built into the psyche, I think, of what we do sometimes is around this notion around that it could be lonely, right, you could be out there foraging your way. But what's so exciting about it, I think, for the leader who's up for this, is that you can be in the worst set of circumstances and have the best time of your life Because you have this authority to tell the story that you want to tell, to cram the path or kind of create the path that you have.

Speaker 1: 34:45

And I think what the irony of this statement is that there are a whole lot of people watching, taking notes and maybe following along at the same time and I think every organization, as homogenous as it might feel, there's this huge diversity of potential in people that actually see this and want something more. That's what's so amazing is that you could be in a really tough situation, but the arc and the joy is freeing out a path through all of that, even if you don't get to the change that you would like to have gotten to. Is the change the goal or is the journey? It's the destination of the journey more important, but I would say the journey is more important Totally makes me wonder.

Speaker 2: 35:25

Just an offshoot point I've been thinking about it a lot lately. I'm on a journey myself. This idea of work because so much of work has been around quarter by quarter results, revenue, shareholder return, blah, blah, blah, blah, blah. It's profit driven. Yeah, point blank Done. One of the things that I'm excited about AI is that it's going to force conversations around. How do we view people, how do we think about augmenting people and enable them to do their best work? Because all the other administrative schmutz could be taken care of. There's so many opportunities for those discussions. I'm optimistic about it. With what's happening in the ether, can we swing the pendulum from everything has to be around profit and rev a little bit over to people and balance it more?

Speaker 1: 36:11

Yeah, but again, we're not on either end of the pole right.

Speaker 2: 36:14

We can't be, we shouldn't be.

Speaker 1: 36:16

We're somewhere that we're trying to figure out what the balance is of both of these things, and we all live and benefit from being in a capitalist society. So, whether or not people want to admit it, we're all capitalists at some level, and that's an okay thing. The question you're on is then again, like where you're getting to is what is the balance for that, for how we think about people? So back to the ai. The question is how do we redesign work? What's tomorrow's work? Because we know tomorrow's work isn't going to be today's work. But if we only think about replacing today's work with ai and automation, we can miss the question.

Speaker 1: 36:52

Yeah, so we do that and we should be asking okay, what are we doing tomorrow? It's not today. And that part's really exciting because, look, if you look back around for these analogies, if you look back around when you had horse-drawn carriages moving people around, just think of all the technology changes that are taking place we're going to find a way. And I think, through all of this, what's really exciting is this talent discussion has come to the foreground, because we all recognize that people are really a critical part of the equation and while we think that there's slogans or initiatives to talk about workforce planning or kind of talent and culture and different things like that. And all those things indicate is that we understand there's a new equation, that we have. That part gives me a lot of hope.

Speaker 3: 37:57

This is our favorite part, Mike.

Speaker 1: 38:00

Yep, okay, I'm prepared. The fun part is.

Speaker 3: 38:03

You hopefully don't need to be so it's just a group of questions. Yes, no one word answers or a longer answer. If you're like this needs a longer response, that's totally fine. That's some of our best conversation, but we'll just go through the series and the point is first thing that pops in mind. If that sounds good, sure, okay, what are you currently reading, or I'll say listening, in case you're a fan of audiobooks.

Speaker 1: 38:28

Yeah, I am a reader because I just I absorb it sticks a little bit better. There's two things I'm currently reading. One is it's the Kingdom, the Power and the Glory by Tim Alberta. I don't know if you know this book, but it's about the Christian nationalist movement and how it's taking place. It's a long read about halfway through but it's a really fascinating bit of journalism that he's done. The other one is by a friend and colleague. It's called Leading to Greatness, by Jim Reed, who was the CHRO of Rogers in Toronto.

Speaker 3: 38:55

What song is on repeat for you? Oh?

Speaker 1: 38:59

I got two. One is a young artist named Jalen Nwunda, it's called I think it's called Come Around and Love Me, and the other one is an older one. It's a jazz tune. It's by Stan Getz and Oscar Peterson. It's called Tour's End.

Speaker 3: 39:11

Many people feel their companies don't care about their growth. From your experience, what are the top two signs that a company genuinely invests in its employees? So, like you're interviewing, you're researching, you're talking to people, what are the two big giveaways that they're truly investing in their employees?

Speaker 1: 39:31

Yeah, the way I think about this or feel about this is twofold. One is you'll hear and see an excitement and that the employees see a connection around what they're doing in their day job with who they are. The subtext of that is, or the vision that you may get a sense of is and who they're becoming Right, one which is related to excitement word, but you have this real sort of palpable sense of energy around that they're actually learning and growing, that their job is not just a job but it's actually a building block along those lines around where they want to get to. It could be career and it could be beyond career.

Speaker 3: 40:11

I love that. The thought of like their face lights up, because we've all seen that right, when you've had an interview and you ask someone about their experience, you can really you see the shift, someone who truly loves it. Okay, ai, the big elephant in the room. Ai and how it's going to impact people. What's the one thing an employee can do today to avoid being left in the dust and stay relevant? What's one thing they should just do if nothing else.

Speaker 1: 40:39

Okay. So there's a tactical thing If you're organizing, or two tactical things. If your organization's got like LinkedIn Learning, for example, or you could go on the web or what have you, you need to learn fundamentals about AI. Go and do that, it's great. The other thing, what I would do, is it's available, but use Copilot, use ChatGPT and integrate it into what you do in your day-to-day and you'll soon find out, at least in this kind of the large language model stuff. There's just so much opportunity for how it can enhance your work process and how you use your time and energy to get work done. And there's this whole thing around that. Microsoft puts out research around work, and one of the things he said, one of the skills to learn, is how you do delegation, ai delegation, which is basically how you prompt AI right, and especially in this sort of co-pilot context, and I thought that was so interesting, because they're learning how to get the answer that they feel like they're looking for by getting the right prompt.

Speaker 3: 41:39

Microsoft does offer really cool ongoing education for folks on AI, so highly recommend it for anyone. There, you go, yeah, okay. What's one thing that's giving you a lot of joy these days?

Speaker 1: 41:52

Oh, my goodness, wow. There's a lot of things, but I'm a little bit of a fitness kind of person. I have this routine every morning that I do core exercises for 30 to 40 minutes and while it's not always comfortable for me, it brings me a lot of joy because I see the reward of the habit that I've worked on. So that's probably one thing that's top of mind.

Speaker 3: 42:13

Nice, I like it. Who's a leader you really admire?

Speaker 1: 42:17

Okay. So I don't know if I have a leader that I really admire, and the reason being is that I think leaders are situational. The qualities of leaders depend on the situation they're in. That said, I'll give you an example of a leader that I do admire in the situation that he's in, and that's President Volodymyr Zelensky and what he's doing to keep Ukraine together and fight the war. Would I ask President Zelensky to run the transformation around our AI strategy for an organization? Don't know, don't know. It's a different set of capabilities, different situations. For me it's like a multiple answer, but I think there's a lot of leaders in a lot of levels. They have really fantastic qualities.

Speaker 2: 42:57

Mike, it was so great to talk with you today.

Speaker 1: 42:58

Thank you so much for having me. I'm so excited and I enjoyed the privilege of being able to share my thoughts and feelings with you.

Speaker 3: 43:10

Hey friends, this episode of your Work Friends was hosted by Francesca Ranieri and myself, Mel Plett.

Speaker 2: 43:16

This episode was produced and edited by Mel Plett and myself, Francesca Ranieri.

Speaker 3: 43:22

Our theme music is by Pink Zebra and you can follow us over on all of our social media platforms Instagram, tiktok, youtube and, if you're so inclined, joined us over on LinkedIn in our large and growing community, and you can email us at friend@yourworkfriends.com, or visit us on yourworkfriends.com. Also, folks, please like, subscribe and leave a review. If you enjoyed this episode, and if you really enjoyed it, please share with a work friend or two. Thanks friends, thanks friends.

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Melissa Plett Melissa Plett

Crisis Communications

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.

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


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.

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Melissa Plett Melissa Plett

Rethinking Work & Workplace Culture

Work is broken…

Burnout is at an all-time high. Engagement is at an all-time low. And work? Well, it’s not working for a lot of us. In this episode, we sit down with Jennifer Moss, workplace culture expert and author of Why Are We Here?, to talk about why so many of us feel unfulfilled at work—and what leaders actually need to do to fix it. We bust the biggest myths about workplace wellbeing, talk about why hope (yes, hope) is a leadership strategy, and dig into why Gen Z is side-eyeing corporate life.

If you’ve ever thought, “Is this really all there is?”—you’re not alone. Let’s rethink work, together.

Your Work Friends Podcast: Why are we here? Rethinking Work & Workplace Culture with Jennifer Moss

Work is broken…

Burnout is at an all-time high. Engagement is at an all-time low. And work? Well, it’s not working for a lot of us. In this episode, we sit down with Jennifer Moss, workplace culture expert and author of Why Are We Here?, to talk about why so many of us feel unfulfilled at work—and what leaders actually need to do to fix it. We bust the biggest myths about workplace wellbeing, talk about why hope (yes, hope) is a leadership strategy, and dig into why Gen Z is side-eyeing corporate life.

If you’ve ever thought, “Is this really all there is?”—you’re not alone. Let’s rethink work, together.

Listen or watch the full episode here


Speaker 1: 0:00

Okay, finish this sentence. Work should feel more like blank and less like blank.

Speaker 2: 0:06

More like fuel for you know your sense of accomplishment, Less like a grind Damn right.

Speaker 1: 0:15

Love it, Love it hey, welcome to your work, friend. I'm francesca ranieri and I'm mel plett. Mel, what's going?

Speaker 3: 0:37

on. You know, spring is springing and it's sprung. Almost. Last week was the arctic, the cold here, but this week it is sunshine almost until 6 30 so, and I hear the birds chirping. I will take it. How about? What's going on with you?

Speaker 1: 0:55

say what you will about portland in the winter. We've had a very sunny winter for portland, but what most people might not know about port is in the winter the moss turns like an electric green. It's like almost fluorescent. So it's just a very cool time to be here. I love it. Yeah, pretty yeah. Yeah, I got to enjoy the nature. You know, got to enjoy the nature you do.

Speaker 3: 1:18

I think I'm one of those sad sufferers the seasonal affective disorder. I have one of those lamps. Have you seen those lamps that help you slowly wake up with the sunshine? I use that. I need the atmosphere to feel sunshine included.

Speaker 1: 1:34

Totally get it. Completely get it, completely get it. Yeah.

Speaker 3: 1:38

Well, we met with Jennifer Moss. Jennifer is a workplace expert, harvard Business Review columnist, author of Unlocking Happiness at Work, author of the Burnout Epidemic and now her new book, why Are we here? And it's all about creating workplace cultures where everyone wants to work and we just had such a fantastic conversation with her, Francesca. What did you think about this conversation?

Speaker 1: 2:06

Yeah, I was stoked to talk to Jennifer because she is, to me, the leading person to look at on burnout. Any of the work that Jennifer does it is absolutely locked and loaded with the latest research on things. To have her answer the question around how do you create a culture that people actually want to show up for was really interesting. The book is fascinating. She is someone that you know how you meet people like. They're so accomplished and they're so freaking good at what they do, and then they're just a very cool person on top of that. Jennifer Moss.

Speaker 3: 2:39

Yeah, 100%. She was amazing. I couldn't agree with you more. You and I talk about this all the time COVID and then our own life experiences and things that happen outside of work have really reprioritized what is meaningful for us and where our priorities stand, our values going forward, and I think so many people are going through kind of that level setting and gut check for themselves. What I really loved about Jennifer's book and I do want to read a quote that she started with that made me really think about what most people are going through. She mentions that people aren't less ambitious or lazy, we're just feeling uninspired, and that really stood out to me and I was like, yes, 100%. She's weaving together all of these really big concepts about work and providing tangible things that you can do today for yourself, for your team, to make workplaces that are inspiring.

Speaker 1: 3:35

It's practical, tangible, and most of the things that she talks about in the book and with us are things you can do in 20 minutes or less, sold in 20 minutes or less, 20 minutes or less, 20 minutes or less, 20 minutes or less. Like, come on, let's go, let's go, let's do this.

Speaker 3: 3:49

Yeah Well, friends with that, here's Jennifer Moss.

Speaker 2: 4:26

Jen, I'm going to jump right in here. What is the biggest myth about workplace idea? That you can't have one without the other. If you invest in well-being and you invest in employee happiness that somehow that's just like a nice to have and you're a human-centered leader and I think it's an ego thing like I'm just doing this for you because it's so important that people are happy and I'm a hero for that and instead it's really if you're a capitalist, if you want to be competitive you know I'm a hero for that and instead it's really if you're a capitalist, if you want to be competitive, if you want to have a really you know, future ready organization you invest in well-being.

Speaker 3: 4:55

I love to hear you say that, because I think back to the days where, when work-life balance was the thing and people were like who needs that? Like it's a badge of honor to just drive yourself into the ground, but it's bad for business, right?

Speaker 2: 5:09

It is bad for business and I wrote this article for Harvard Business Review that I think it went viral because people felt really connected to this idea of toxic productivity and the title was let's End Toxic Productivity. There is this heroic attitude towards people that don't sleep and they don't eat and they don't even take time to go pee, they just work all the time. It's like they're the high performing people and that's just because they feel like that's what they have to do to be able to be promoted. It's not anyone's real desire, but it's become something we celebrate and we need to get better at. Looking at rest is not a four letter word that. It is actually good for all of us and it makes us more productive and leads to lots of good business outcomes.

Speaker 3: 5:54

Listen, I am all for bringing back the afternoon nap. Anyone a fan from kindergarten? I feel like that was a good refresher, so let's build that in. You write that work is fundamentally broken. How did we get here?

Speaker 2: 6:11

This is a long time coming. You know, the office is 550 years old. We have sort of behaved in the same way, around that same framework. I mean we went from seven days a week to six to five, so now we're in the five zone, which has been the last hundred years. But you know, nothing's really changed about work and going into the office and it being very transactional.

Speaker 2: 6:34

But I say, since the advent of the car phone, where we were able to move our work into the new office which was our car, that changed work from a transactional relationship to a social contract. You're asking us to bring work into our home, into our personal life. You know that really breaks the expectation, and so we've had this unwinding of what our expectation of work has been and also the demands on us to be working all the time with all these blurred lines. And there was a point in the pandemic which crises do? They exacerbate all those existing problems that were there, that were boiling and exploded them, and so in the last five years it's like we went from breaking to broken and now we have to figure out a new framework for work.

Speaker 3: 7:28

Well, throughout the book, you really explored why so many of us are feeling unfulfilled at work. Do you think this is a modern problem, or is this something we've always struggled with?

Speaker 2: 7:41

When you look at Gallup's engagement data, it sort of stayed the same. We are at the worst level of active disengagement levels that we've seen in a decade, so it's extraordinarily bad now. As far as how many people are actually happy at work, it always really has stayed in that. You know, globally around 13, 15 percent and in the it's 30-ish Canada same thing, but so there's really a huge swath of the workforce that hasn't really been happy at work. But what I believe is that we had a different expectation of it before and we knew part of it was going to be a grind and there was generations that felt like, okay, that's just part of work is that it's not going to always be enjoyable, and I'm okay with that. I have different expectations from a different identity and your identity about what you did was more important than, say, pay or work-life balance or some of those other things. So our frame of reference in the last five years has really changed, and so things like flexibility used to be a perk, now it's a right. We look at being able to not be sick at work. You know, like expecting not to be burned out. That has definitely become more of an expectation, and yet we're seeing higher levels of burnout than we ever have, even since peak pandemic. And you know, we're asking more of work and work is asking more of us, and so I think we're becoming more disconnected.

Speaker 2: 9:11

Each group is being more disconnected from the other, like this data point that I had in the book on the purpose gap. You see, 85% of executives really do see and they feel their purpose. They say they live their purpose every day, whereas only 15% of frontline managers and employees feel their purpose every day. We've lost the expectation of work and we have a new frame of reference. And also, when you're trusted with something like everyone was allowed to work remotely. We did really well with that. There was investments in well-being, which was really great. There was investments in DEI, which felt really good. Employees felt like, okay, here's the moment where we're going to turn the corner and there's going to be respect and there's going to be an understanding of our needs, there's going to be empathy and compassion. And then, five years later, and all of those things are being clawed back, it feels like. And then, five years later, and all of those things are being clawed back, it feels like, oh, now I don't feel as much hope.

Speaker 1: 10:38

And so I think that's been catastrophic to levels of engagement and happiness at work. Why are we here? It's such a well-researched book, it covers a ton of ground and I'm wondering if you can talk about the three key areas leaders really need to approach differently.

Speaker 2: 10:46

Key areas leaders really need to approach differently. How I ended up really thinking about this book is that I really do think it's a stacking kind of on, based on the first part, which are foundations, and then it's addressing the novel challenges, because it's a whole new framework. We're in the multiverse of work. We've skipped, you know, timeline. We're not even the future of work, so that's sort of in this business challenges that we have to face. And then the third part is you great data point a few days ago, which was amazing, that showed that the entire workforce is pretty much feeling the same way, that leaders that have hope are what they need right now. But it's really hope, purpose and community. So feeling a sense of mattering and feeling like you have friends.

Speaker 2: 11:39

You know that work isn't just like going to school without our gym or recess. There's actually like kibitzing, like you talk about, and fun and joy. And then there's novel challenges that we need to deal with. I talk about, from a sense of compassion, freedom and openness. And compassion is really how do I take my empathy into, and that act of listening into, action with AI, fear of becoming obsolete, this sense of I hear you but I'm not doing anything about it, and this is why we need compassion, you know. Then we have freedom.

Speaker 2: 12:11

The idea of flexibility is so focused on where, but how can we maybe think about it for the 60% of the non-remote enabled workforce, why and with whom, and what we do and when we do it? There's lots of ways that we can create flexibility for that group, and just freedom is such a fundamental part of who we are, and when that strips away, we will resist it to our death. I mean, it is baked into us, and so the way that people are tackling these return to office mandates are just terrible. And then you know openness is generational divides. We need to be listening to each just terrible. And then you know openness is generational divides. We need to be listening to each other more and belonging and recognition is really, how can we have a shared vision if we can't pull people together? We're going to have just a siloed vision and that, no, we know that doesn't work. So it's about pulling people together in a sense of belonging for all of us to work better together.

Speaker 1: 13:03

I think each of those stacks is so important, think each of those stacks is so important and each of those layers is so important. And we're not going to go through all the stacks on this episode, but we do want to double click into a few of them that just seem so critical and so anchoring. And I want to talk about hope first because, I will be honest, I read the Gallup research last week, read your book as well, and I was thinking. The first time I read I was like we've grown up professionally saying hope is not a strategy in the book. And now Gallup also validates it. It's actually scientifically proven to be a strategy and you can operationalize hope. I'm curious about hope. When we are wondering why we are here, hope is the answer. Why is that?

Speaker 2: 13:44

And it's amazing because I spent some time and you would have read the book where I talked to senior leaders in the military that say hope is their only strategy, and they say you know, think about it. You're sending people out on a mission that could risk their lives and if they don't feel hopeful, they are not going to even sign up for that. Sign up for that or they're not going to be able to achieve their mission because they don't see the point of it. They don't see that there's a potential for them to hit that goal. It's too risky, and so you extrapolate that across any organization. That's the same way about asking people to risk when it comes to ideas or innovation or, you know, being being psychologically safe.

Speaker 2: 14:26

All of those things are dependent on people feeling like that. What they do is actually going to come to some sort of fruition, or it's going to be helpful, or they can see themselves in the future of their organization. You don't have hope. You do not get anyone on board with AI, and this is why we see one in two of the global workforce now saying they have AI anxiety. Hope is super fundamental and I actually feel like it's the economic tool that we need if we're really looking at solving big policy problems. We're talking about women, and this whole fertility crisis is a big conversation we're having all the time, and so you see countries putting in a whole bunch of money for women at work four-day work week in Korea and these types of things but when you actually talk to women and families that are talking about why they're putting off having children, they say I don't see a world where I can bring a child into it is heavy and it's not financial incentives that we need to give people now.

Speaker 2: 15:36

It's hope. This is the economic driver that we all need across organizations, societally and globally, and until we really get to that upstream kind of thinking about it, we're still going to be in crisis in the next 20 years.

Speaker 1: 15:51

I want to double click on this because we talk to a lot of folks, especially at the middle management level, that are burnt out. They feel like they've been asked to do more. Just like you said. They're feeling that discrepancy between feeling purpose and being like what purpose you know. And so when you say hope is the strategy, and then we have middle managers that are feeling just how the hell am I supposed to have hope? What does hope look like for me as a middle manager? How do I show up with hope when I've got 55,000 things going on? How do you respond?

Speaker 2: 16:23

to that. So I love that you've asked me this, because hope is actually one of the easiest skills that we can build, and so much of the book is changing culture in 20 minutes or less. Like I've been saying, it's just these 20 minute meetings here, these incremental shifts over here. It's not a big value change. It's actually middle managers are the ones that are the most empowered to make these changes. And when you think about hope, it's really based on Snyder's hope theory and this is what I've talked about for many, many years.

Speaker 2: 16:51

It's this idea of having goals. So really focus in your team around setting goals and not five-year goals. But how do we set daily, weekly, monthly goals that lead up to that year, that lead up to that big career pathing five years? And then the second part is having pathways. So you're planning your goals, but do you have a plan B? Do you have a plan C? Do you have a plan Z? Having secondary and tertiary plans around your goals makes you feel like that one goal, if I don't hit it this way, I have all this other backup. I've had all this other planning to hit that goal. And then it's about agency. We need autonomy in hitting those goals.

Speaker 2: 17:34

Google does a great job co-creating goals, talking with peers. Peers celebrate. It's fluid, it's just challenging enough that you feel like you've accomplished something, but not so challenging that you could never accomplish it, and not too easy that you feel like, oh well, that was easy. So you don't feel that sense of accomplishment when you reach it. All of this builds up cognitive hope day to day.

Speaker 2: 17:57

And you know, lululemon is really good I was their happiness strategy strategist way back and they do a good job of having these BHAGs, these big, hairy, audacious goals. But then they also have they celebrate the small wins. So that weekly goal or the monthly goal, the manager can be like, yeah, like sticker, you know, like here's a gift card at the end of you know you achieving this two month goal or this quarterly goal, like these are the things that we, we need to help people do, because subconsciously it builds up our hope capacity or cognitive hope, and the more hope we feel, the more we feel like we can accomplish bigger goals. And then the more risk-taking we are, the more innovative we are, the more cohesive we are with the rest of our team because we're you know, we're working, we're gelling together in a really helpful kind of way it just breeds such a good social contagion of hope across the culture.

Speaker 1: 18:49

Yeah, I love that. I know you've talked about it in some of your past books too. But that idea of chunking things out for your folks and it doesn't need to be the beehives we all love the beehives and the moonshots and it's all sexy, sexy but sometimes it just comes down to those small wins until you get the bigger wins and chunking it for your folks. Oh, I talk about purpose too, because we talked about hope and then you pull up into purpose right, that's that second element of that strong foundation that you talk about when it feels like your org is on the fourth reorg and you actually don't know where the hell it's going. But you're leading a team and you're like, all right, here's our purpose. Like, how do you do that in that 20 minute sprint?

Speaker 2: 19:31

This is a really key, I think, when you ask me of, like, what are the things that we get wrong about leadership and culture? Sorry, this is another place where we fall short a lot of, and it's because of the purpose gap. A lot of the people in that executive role feel very connected to the big mission statement. They feel it like they're in it. But most of the workforce doesn't really care about the big mission statement. They're not thinking about the vision every day, they're really in the work and sometimes that work can feel very monotonous, really boring, and so you want to stop trying to make it so far away from people. You want to tie the day-to-day work into things that people care about, and you do this in this way. That's very practical and I've watched this intervention and tried it across organizations and it's been incredible. But it's 20 minutes of a non-work-related check-in where you ask what lit you up, what stressed you out and what can we do for each other to make next week easier. So the lighting up piece managers are able to kind of get clues into what excites people. You know, what do you care about? Does it really matter that your kids are in a good school? Do you care about watching Broadway films. You have a passion for going to New York once a year and seeing all the Broadway films. I mean, these are things where it should seem innocuous but it's actually. It's really great data.

Speaker 2: 20:51

This is where you're like how do I motivate people and connect their day-to-day tasks to that thing? You know, and if and then when you look, you know at the stress stressors. People aren't going to say what they're stressed out about to their boss in day, week one or week two Absolutely not. You're putting on the front. You know it takes months actually, but that consistency and frequency and managers showing up every week saying I'm still going to ask and I'm still going to share my stressors, that vulnerability and leadership opens up psychological safety amongst the team.

Speaker 2: 21:24

So people then start sharing, like what is going on, and if you create an open space, people will tell you this is what I need, this is what's holding me back from connecting to my purpose or doing what makes me feel good every day. And so over time, consistency and frequency builds trust and then you get to use this and then the quick win piece is the hope building. So every single week you're helping each other cohesively in this team building thing like helping each other to solve problems, and so work gets easier, gets more fun, it's less toxic, it's also less exhausting and you can help each other. You learn these small ways that you can tactically help each other with workload and so overall, you start to feel like your work has more meaning, it matters more. You feel more aligned with your motivators and your purpose to the day-to-day tasks and it changes so much of how people feel about their work and how it contributes and makes an impact.

Speaker 1: 22:25

I love that too, because at the end of the day sometimes I think about if you distill down what everybody just really basically needs at a human level. It's just to be seen.

Speaker 1: 22:36

Or for someone to be interested, genuinely, like what does light you up? Or what are you about, you and me together, human to human. It's like simple, elegant questioning that really helps you, as a manager, understand and get the data to your point, but also enable someone to feel seen. We've all had leaders where we felt that potentially, hopefully you have, and you have had leaders where they don't give a shit. You know what I'm saying. They don't care. Yeah, they don't care, and you're kind of dying for them to ask or just be interested, like do you even know me?

Speaker 1: 23:06

I had a leader one time asking me how my kids are doing, after I'd worked with them for four months. I have a kid, I don't have two, and it was you know. It's like those moments where it's like you're not even in this. This is so transactional for you. I love that on the one-on-one. And the other thing I want to ask about you talk about the importance of friendships at work. Mel and I actually fun fact we're work friends and then we started this podcast and so we know the value of work friendships. But I'm wondering how organizations can facilitate community more like the idea of the true community.

Speaker 2: 23:39

This has always been something that I've been so interested in is this community piece, because going to work and not having that person a person, just a single person there, that's all you need. But people that don't have that. It's just a very miserable experience for them and I wrote about that in the burnout epidemic like a toxic, unhappy group of people that you work with can actually reduce your lifespan, like that's how detrimental it is on your mental health and well-being. So you need to have that person or else work just does, just feels really lonely. And what's happened in the last five years? And everyone wants to blame it on remote work. But I don't think that that's the case and I've shared really the data to say it's not remote work that has impacted relationships. We've been dealing with lowliness at work for a long time but it's that we have organizations that just focus on simplex relationships which are transactional, like you said. It's that I need you for this. It's basically a shared services and that's how you interact. But organizations that really focus on building multiplex relationships where it's. I know you and I know that you have a kid, not two kids or three kids, and I know that this is where that non-work related checking comes in handy because it's about developing more robust relationships that create bonds.

Speaker 2: 25:08

Five years, especially with these return to office mandates when people go back into the office, it's not like they're spending more time doing what we should be doing, which is collaborating and connecting with each other and bringing back rituals.

Speaker 2: 25:16

You know, I love that Atlassian has the hackathon every quarter, and there's companies that do a really good job of pulling people together to do cool stuff and they build relationships.

Speaker 2: 25:27

We've lost a lot of investment in team building and networking and a lot of that social piece, that social binding, is gone, and so right now, the way that we've developed friends would be different than you and Mel, which would be organic. It used to be like you'd walk in the office and maybe you were friends with someone in marketing, maybe you talked to someone in accounting. You'd have ways of having conversations with lots of different people. We've continued to hear in the data is that it's very siloed now, so we only care about our team. We don't know anything going on across the rest of the organization and the thing that I used to look for which was compatibility and you know if you made me laugh or we were both interested in cool movies. Now we're looking for conscientiousness and accountability. Those are the traits we're looking for in our friendships, which is very, it's very the ones to go dancing on Friday night with their accountable, conscientious friend Like no line.

Speaker 1: 26:27

So that didn't even accumulate with our country.

Speaker 2: 26:30

I guess that sounds fun.

Speaker 2: 26:32

That's it. We're only looking to have relationships at work that will continue to foster better work and to me, like that is the thing that we need to rework is bringing people back into spaces where, like I was talking in the book about the third space making it like Starbucks, where you're going there to debate and discuss and be connected and then you go home or wherever, to your own little world to do the heads down stuff. But right now, going into work is just like a replica of working from home and that's not building any sort of friendship or community that anyone really cares about.

Speaker 1: 27:12

It's interesting, though. I mean companies could totally reimagine those spaces to be more communal or like office, as an amenity to foster that organic relationship building or get back to it.

Speaker 2: 27:23

Yeah, and we're so time starved and we're so burned out that our social tank is really, you know, has been depleted and so again, it's like hygiene. We need to, we need to manage overwork, we need to create space for people to actually connect. You know, in the again, the 20 minutes or less. Cornell research in the book said 20 minutes of having lunch with one person once a week completely changed the dynamic of organizations. They found that morale was improved, job satisfaction increased, people made less mistakes, which I thought was really interesting. Their work performance improved. And that was 20 minutes of just having lunch away from your desk once a week. It's super simple again, but these are the things that create incremental network effect, that we're all kind of doing some of these pieces of the puzzle. Eventually the culture will flourish would be.

Speaker 1: 28:29

I would have the 20 minutes, the lunch away from my desk more, but I would invite someone from an accounting or the gallon marketing or whatever just to network more earlier on and just go to lunch with people more. I wish I would have done that. It's so nourishing.

Speaker 3: 28:38

It's so special. I worked in a big law firm when I first started out in New York and we did have that. We had a lunch crew and they had a cafeteria, but everyone knew everyone. It was a mixture of administrative staff. Paralegals, even like the lunch staff crew, would come in and eat with us and it was one massive table. There were 25 of us every single day. That's what we looked forward to and we talked about everything but work and it just made our week, but it made work better. And to this day, and it just made our week, but it made work better. And to this day, even though that firm's long gone they merged with someone else, the building's been taken over, but there's a Facebook group of alumni from that workplace down from everyone to security, to all that crew, because that's how close we were. It was like a very special environment which you don't see anymore.

Speaker 2: 29:24

Really, I love that, Mel. I love that because in the book I shared a case study of this person I interviewed at a tech company and he met with a lot of his coworkers and people in the building for lunch. They were pulled back on a project that ended up making them having to work all these long hours and slowly but surely they abandoned their lunch and he said that his team started dropping out and moving to competitors, and even in the exit interviews for me it just felt like we stopped having lunch, we stopped caring about each other. It's more than that. It's more to a lot of people, and he ended up after six years being on a track to be in a high position in that organization, left to a competitor and he initiated the lunches in the in his other place and it became this whole popular thing again.

Speaker 2: 30:12

It's so much more than people realize it's. It's the pausing, it's the connecting, it's the not talking about work, it's developing these depths of bonds that sustain and and we're not investing in that anymore because we're thinking 20 minutes, oh well, that means I have to leave 20 minutes late, I'm going to be stuck in traffic. It just means more work. When I come home at night I'll be in my pajamas working till midnight. When you're burned out, when you have that kind of toxic productivity, you don't engage in 20 minute lunches.

Speaker 3: 30:43

Now, I also am a fan of in virtual environments, because I do think you could do this in a virtual environment, like having a fun weekly debate on something random like is a hot dog a sandwich? Put it up on. Teams for everyone to contribute to the conversation, right, like how do you get what's a weekly question? But like, get creative, what can you do to engage everybody across the org?

Speaker 2: 31:04

Yeah, Is pot fruit considered to be acceptable on a pizza? Yes, no, it is a good question. Yeah, you have lots of debate, but I do think it needs to be levity, you know, and about all of the new challenges, and boy do we have them.

Speaker 3: 31:47

Ai, multi-generational workforce I think we just read something recently about Gen Z doesn't even want what we have, so there's a whole problem there. The backlash on DEI, the backlash on remote work, extensive burnout as you write about. Employee happiness is just continuing to drop. When you think about all of these new challenges, what's the one thing workplaces need to focus on now to overcome the competition against all of these things when they're trying to create a good culture?

Speaker 2: 32:19

One of the things I keep telling leaders that I work with is why do you feel, like, five years into this complete cataclysmic shift in work, that you're supposed to have it figured out? I mean, no one even knows what hybrid is Like. Why is it two or three days a week? We don't even know. Hybrid could be four times a year. Hybrid could mean lots of different things, and there is this kind of ego, I think, around us needing to have this thing sorted and wanting to just put the pandemic and now poly crisis on some sort of back burner and not think about it. And so I've been saying the one thing that leaders need to do is just let go of all of that sort of that expectation and recognize with self-awareness that we are in a completely different mindset.

Speaker 2: 33:07

Behavioral, you know, the behavioral mindset of this workforce today is clearly different. The priorities have shifted. We have Gen Zs that do see us as terrible models for what work looks like. You know most of us burning out, all of us resigning, saying we hate work, we're not great models, and so of course they're going to say I don't want that and they're going to find new avenues.

Speaker 2: 33:30

We're losing our mature workers. They're retiring early at a pace that we've never seen before, and they say I don't really fit into this workforce, it's changed. So let's get on top of that and say, okay, let's be agile, let's iterate, let's test, let's see if this works and if it doesn't, that's okay. We're going to be just much more fluid in the way that we build our strategies until we feel like, over time, I feel like we're in the pilot stage of this experiment that you know, when you look at 550 years old for the office, we're looking at a pretty long time before we're going to get any of this kind of mapped out. So for me it's about self awareness, agility and pausing and kind of coming up with a new plan.

Speaker 3: 34:21

Yeah, well, it's also like will we really ever have this all mapped out? Or is this just start being okay with the unknown and working together to be like I don't know either, and we'll figure it out together?

Speaker 2: 34:49

I love that you say that, because even five-year strategies right now, when we have Gen AI and what's changed we have to imagine that that's going to be five years where the things that we thought were going to happen have been totally changed around, and so that is really. It is understanding that we're in a state of uncertainty and will be for quite some time now. That's why, if you really want to be successful, it is managing through change and learning how to do that much better. Unfortunately, we just see a demographic of CEOs. Most of them are male, most of them are in their 60s, and it's been very difficult. We've seen just that like trying to shift over into especially what Gen Zs are asking for. That feels so foreign, it feels so far away from the way that they were professionally raised. So I have empathy for both groups, but we do need to connect somewhere, because having divisions, that and us being that far apart in our goals, there's no way we can hit those plans, that vision, if we don't start talking to each other.

Speaker 3: 35:45

Yeah, if we can't find common ground, it is moving to a danger zone. I think last week Francesca and I were, we were covering new week new headlines and we read something around how it was like 73 percent of Gen Z's that were polled Don't quote me on this, because I think it was somewhere around there where they were mentioning they don't even want the job. Like we're heading for a manager meltdown this year, in fact, because they can't find common ground and what they see is what they don't want. But, as you mentioned, it's deeply affecting the future of organizations and business. So what are your thoughts on that? Like, how can we start to find common ground?

Speaker 2: 36:24

I say first across the organization. Even managers can do this. How often do you express frustration with an entire generation and how often do we have conversations like oh, I'm so frustrated like my boomer, my Xer, whatever bandager, usually Xers are boomers. Everyone's a boomer if they're over the age of like 45. So it's like how does my Xer.

Speaker 1: 36:50

I don't appreciate that.

Speaker 2: 36:51

That I do not appreciate being I don't like being lumped in there but, I'm here but to get everyone on to say I'm a boomer, so it's like anyone over a certain age. It's kind of like this exasperation. And yet then we see this rise of youngism. We've never seen it this harsh before, where young people are coming into the office and it's basically like they're already defied as lazy. And if they do ask for things like respectful hours so that they can have friends, I mean they're just trying to meet people and develop relationships that might be long lasting, so they can have family and plan their lives. But if you're working 60 or 70 hours a week, it's just not appropriate for anything else in your life. The fact that they're asking for this with this perception that they're just lazy, it seems like what they're asking for is just so, gen Z, that puts people off. They're opting out of the workforce. Because of it. They're willing to accept an extraordinarily less amount of pay. All the data showing it's up to 37 percent less pay to have work life balance. So for them they're not like Xers and boomers were where it was by the house get married, have kids, so you have all these golden handcuffs tying you to your job. They're putting off buying homes later because of financial the situation that they're in. They just don't have that. They're living longer with their parents, they're not getting married, they're not having kids, so their ability to be mobile and take less pay makes it so we're not holding onto them, and with the same carrot. And that means having to be flexible.

Speaker 2: 38:28

And so I keep telling managers just like audit your language, audit the narratives that go on in your organization. Try to remove those things that really do separate you. Auditing your language really changes how you feel about another group, and I should also say the youngest generation. Their whole point is to push back on the status quo, like that's what you expect. Every generation does that. Why are we surprised that this generation is pushing back on the status quo, like that's what you expect. Every generation does that. Why are we surprised that this generation is pushing back on the status quo Like this is their job, this is every generation's job is to question whether the generation before them have done the right job. You know, societally and politically and economically, and every generation's done that. So here we have another generation that's just coming in to tell us we're doing a bad job. That's the way it goes.

Speaker 3: 39:20

I feel like Gen Z's role is actually to remind us that we're all human beings in here for a finite amount of time, so maybe we should all stop prioritizing work as the number one priority.

Speaker 2: 39:31

I love it. I say Gen Z's say well-being is not antithetical to work ethic. They say that loud and clear and I fully agree with that. So it's probably why I have maybe my bias to say let's listen to Gen Zs because you know, maybe they're pushing the pendulum really far in one direction, but that's the only way that we're going to have change, that sort of meets in the middle. So let's let them do that and then figure out a way that sort of marries all worlds.

Speaker 3: 39:59

Couldn't agree more. Another big topic is AI, and you talk about the fear of becoming obsolete. So how can leaders navigate all of what's happening in AI today and really kind of squash the FOBO that's happening for their teams?

Speaker 2: 40:19

So I love the term FOBO. I mean Gallup really stripped it with that one. You know I love JOMO the joy of missing out. That's one of my favorite. Fobo is a good one too.

Speaker 2: 40:29

The data is showing that it's really increasing, and it's increasing a lot for younger cohorts. It used to be automation, so mature workers were ones that were most threat. You saw that obsolescence really coming out in that group. But our younger generation are feeling it, and a lot of that is that we've got again like hyperbolic language. We're in a mass extinction event I robot and everything's going to fall apart, or it's 300 million jobs are going to be lost, or or then it's everything's rosy with AI. Everything's going to be great. You know we're going to, they're going to be our pilot and you won't have to work again, and I don't like the idea of people not wanting to work or not working again. A, that's an economic catastrophe, because how are we going to care for everyone not working? And B, just from a human standpoint, we get a lot of fuel from work, and so what?

Speaker 2: 41:22

I have this LinkedIn course that I basically took that chapter of FOBO and brought that in to say how do we create AI enthusiasm instead of AI anxiety, because it's here and that's the reality and so we need to normalize it. We need to talk about how ubiquitous AI is in the rest of our lives so it isn't so scary. We need to make sure that people feel skilled up and not overlooking mature workers, because we're seeing that they're getting constantly overlooked for training in AI. It's kind of like both of them are giving up and yet pretty robust research looked at mature workers and said and there was 40% of them that said I would stay longer if I had this continued training, if I felt like you were training me up to handle this, but I'm overlooked constantly. So there's things that we need to do around training and just preparedness. We also want to create curious cultures.

Speaker 2: 42:18

Have a once a month meeting around some new experimentation that you had with AI. You share it back with the team. It can be personal or professional. You can have some personal, some professional so you can talk about oh, I did this trick and I used AI and now I've been able to do my work faster. It's been great.

Speaker 2: 42:34

So that's really important is create experimentation, and I would say the most important part and this is probably at the executive leadership level is we need to deliver on the promise of AI. So the promise of AI was that you will have your mundane tasks taken away and then you will have really creative, cool work that you get to do. A lot of people that I've interviewed are saying I had the mundane stuff taken away, but now I have extreme boredom and I'm not getting any of that. So there's a promise undelivered. And then also Gen AI is supposed to save us time, so if we're finished our project early, we should be given that time back.

Speaker 2: 43:14

It shouldn't be that we're just adding more productivity when it's supposed to create efficiencies. So these are two things at the policy level that I think executive leaders need to say. Are we delivering on the promise of AI in these two areas? And maybe it's changing the way we measure productivity. It's more around goals, not hours, and so that's at the GDP level that we need to be looking at that. But just even in organizations, we can change policies to make the promise of AI feel like it's worth investing in for employees.

Speaker 1: 43:48

I'm wondering if most organizations even have mapped out what the promise of AI was to their employees, because they're very focused on stakeholders shareholders but not viewing their employees as stakeholders and or saying this is what AI can do for you. Like, I don't feel like a lot of organizations have explicitly said that or put that in their EBP as either it's a major problem.

Speaker 2: 44:13

A major problem. The Microsoft Trends report that came out in collaboration with LinkedIn found that 60% of CEOs don't believe that there's a strategy, and so this is what happened, and there was this really interesting report, too, that showed that technology wasn't even on the radar of sort of business disruptions up until the last two years, and it went from not even being on the top set of stressors that CEOs were feeling to sixth place and then in a year to first place. This last year was like first place biggest disruptors to business, and so everyone's really just adopted AI. Because I need to adopt AI, I need to show that I'm competitive, but with no. I need to show that I'm competitive but with no strategy, and you need to know your why before you adopt AI. Know your why before you adopt AI, so then you can then communicate that, and that lends to managers being able to communicate the why. I'm curious about what organizations or are there?

Speaker 1: 45:17

organizations that are getting this right. I'm curious about what organizations, or are there organizations that are getting this right?

Speaker 2: 45:33

Yeah, there are. There's just so much right now that I'm seeing that are, you know, are making it difficult for people to stay on track with some of that investment. I talked about Bain and Company in the book. I mean they're doing things like even just cold rooms for women that have menopause, for example. It seems again so simple, like just having spaces that you can work in that are cooler.

Speaker 2: 45:58

But for me as a perimenopausal 47-year-old, I had the worst brain fog in writing this last book in the first six months and I actually felt like I'm not supposed to be a writer anymore. The amount of questioning of my capacity and my efficacy was really wild. And then it was going to my doctor and she was able to just say I think you're going through perimenopause, and that was such a weight lifted. I really did feel like I was not good at my job anymore and I think of women at this age peak career my job anymore, and I think of women at this age peak career feeling ineffective. And so there are organizations that are saying we can't have that. We need to do things that are more responsible for women.

Speaker 2: 46:44

We still are seeing, which I feel is like these big declines in keeping women in the workforce. We're at the thinnest executive pipeline that we've seen yet in history. For the first time in a decade, global CEOs of women have gone down, and it was already like a shit number in the first place. I think it was 11 and a half percent. Now it's 10 and a half percent yeah, celebrating incremental gains.

Speaker 2: 47:08

I'm very over that, and so I think work isn't working for women. We need diverse thinking. We've demonstrated in Anita Williams Woolley's work at Google that collective intelligence increases when you have more female gender representation on teams. I want people to start looking at this as this is a business strategy, not a benevolent strategy. This is not to be benevolent. I'm not being an ally, I'm being a capitalist when I in my executive pipeline, and so the more we can look at it as a business imperative versus a benevolence imperative, the more we'll. I think we'll put that into the strategic priority set, and right now it just it's a lot about allyship and doing good and not seeing diversity in represented in leadership is actually being really good for business, and the more that we can change that narrative and talk about it in that way, the less it's something that can be cut out, and I do think that, and you would have read in the book that I do think the way we've done it so far hasn't been really successful.

Speaker 1: 48:14

What I've always tried to reconcile is the data, even though these programs haven't been around for that long. When you look at the history of work, I appreciate that, of how powerful your ROI is on inclusion, belonging women in leadership roles, diversity, happiness at work. I mean all of the things that you're talking about. Hope, purpose, right, the data is there, the return on investment is there, hard dollars, and you can make the monetary case for all of this and I'm wondering is it the narrative around? We need to start talking about hard dollars on this all the time, when we talk about this stuff to sell it more. What is this flip in the narrative? I can't figure it out you know what.

Speaker 2: 49:06

It's always going to be a bottom line issue and as we start to see a deficit in our talents resources and this is what I think Anita in the book that I love that she shared is just like we're wasting this incredible talent pool and no one seems to really care that it's slipping away.

Speaker 2: 49:28

And what I'm seeing is and I think it's actually, in a lot of ways, maybe beneficial to women is that women are saying I'm seeing is and I think it's actually, in a lot of ways, maybe beneficial to women is that women are saying I'm going to start to build up my own IP, I'm going to start up my own companies and, because they are so good at it, they're going to create their own space and they're going to start to demonstrate that they don't really need that other infrastructure.

Speaker 2: 49:50

And we're going to create this whole economy of women leading organizations and actually having patents and having opportunities for other women, because women will hire more women, because you hire like, and so, as that starts to break ground, which we are seeing, we're seeing so many more women move into part-time roles so that they can work on some of these other things. We are seeing like IP for women increase. We are seeing women opt out of workplaces that are not inclusive and moving to organizations that are, so they're demonstrating with their feet, and so the more that becomes something. That is a bottom line issue, which might take a while to show up maybe irrationally optimistic of me, but the data feels like it supports it, that that's what's going to start to happen and we're going to see this very different shift in this economy for women.

Speaker 3: 50:45

Well, it's funny, francesca and I just did a whole thing. I mean, women drive the global economy. We own almost all of the purchasing power globally and a recent article said if you, you know, if the economy is running well, you might want to start by thinking women today, and one of the stats that recently came out was, in 2023 alone, 49% of small businesses for the first time, more women than men are starting small businesses. So I think, yeah, I mean, the stats are showing they're leaving in droves because they're leaving places where they're not considered. They aren't.

Speaker 2: 51:21

And policies like return to office are actually extremely exclusive for women, and until we're solving the second shift and making sure that unpaid labor is balanced across both teams in the family, this is the only option for women. So those exclusive policies women are just like. That's not what I want. The core heart of the book is that we faced our mortality as a collective, and what happens to the brain when you face your mortality is you actually start to subconsciously reprioritize things that are about legacy leaving. It's more about what matters you know in the world, what matters to you as a human being, and so for women it was. They felt years of just having to take care of their family, protect them from such risk.

Speaker 2: 52:13

It was a very strong emotional experience for a lot of families and women in particular, and so now they're looking at it after they face their finitude. They're like this thing that I'm doing, that's toxic, that does not include me, that does not care about me. I don't really see that as something that in when a life is short mentality that I can accept anymore, and when you're not faced with that, you really don't see that there is something that's sort of like happening very quickly. You don't have the same urgency on it, but that experience and polycrisis has put urgency on us to leave legacies, put urgency on us to do more with our lives, and so for the people that are pro-social, for the people that care about the world and care about these things, they're looking at work as not something that matters as much, but they're still equally ambitious, and that's the thing that's cool about women. They're like how do I make work fit into my life instead of trying to fit into work's expectation of me, and I think that's like where it's going to be really cool.

Speaker 2: 53:17

I have gone back a few times to Riyadh. So Saudi Arabia has this real focus on 2030 women empowerment goals. So I also think other countries are going to go. Ok, we always looked at that country as being so far behind, it wasn't progressive, and they're putting this huge investment in women right now because they do understand it from an economic standpoint If one of the things that Saudi Arabia does understand is wealth and how to build wealth, and they are just looking at women as their builders of wealth right now.

Speaker 3: 54:02

All right, jennifer, we're going to move into a rapid round. This is not a pop quiz. It's meant to be fun and to get a little more versatile. To get to know you, we'll start with the work question. It's 2030. What do you think work's going to look like? This is such a great question.

Speaker 2: 54:20

It's going to look the same, but I do think that we're going to see incremental differences in a more pro-social way.

Speaker 1: 54:34

Okay, finish this sentence. For companies to build work cultures everyone wants. Leaders need to model the behavior.

Speaker 2: 54:42

Employees can't be what they can't see. Leaders need to model the behavior.

Speaker 1: 54:47

Next sentence Work should feel more like blank and less like blank.

Speaker 2: 54:53

More like fuel for you know your sense of accomplishment. Less like a grind Damn right.

Speaker 3: 55:03

Not it? What music are you listening to right now?

Speaker 2: 55:07

I'm super into Olivia Dean. I don't know if you've heard her, but she's so good and she has a song called Dive. I would highly recommend it. But she just became super well known because I guess she has a song on the Bridget Jones new movie, so people are learning about her. But she's great, okay.

Speaker 3: 55:30

Is Dive one of your favorite songs from her, or do you have a favorite that's like on repeat?

Speaker 2: 55:34

Well, Lola Young does the song Messy, which I really like, and she does a version of it which I love. But Dive, yeah, there's something about it that's sort of catchy and lovely, but a lot of her songs are like that and I really like Bakar B-A-K-A-R. If you just want to have a good vibes hang out in your car and feel like kind of like moving your shoulders, yeah, that's a good one.

Speaker 3: 55:58

Got to get some jams for my Trader Joe's parking lot. My bell Going on All right. What are you reading?

Speaker 2: 56:04

right now. Oh, so I like almost solely read fiction, which is hilarious as a nonfiction writer. But I'm reading Coco Meller's book. I don't know if you have heard of her. She's really good. It's oh God I just blanked on the book on the name it's Frankenstein and oh God, I can't remember. But it's really such a fun little book and she's got cool. I don't know really cool ways of thinking about characters. And I'm also reading James, which is this cool book that is. So I read multiple books at the same time and I'm always reading. I have a book with me, I carry it with me all the time, I read constantly Like I'm a super reader. And James is the idea of Reed telling the story of Huck Finn from Jim's point of view.

Speaker 3: 56:55

How fun it's really so far.

Speaker 2: 56:57

It's really neat. So one sort of beachy reads and then the other is like I got to have some meat in my brain, okay, okay.

Speaker 3: 57:06

Who do you personally really admire?

Speaker 2: 57:10

It's a really good question because there's lots of people that I really do admire, but you know, I would say my mom. So my mom was the first nurse practitioner in all of Canada and she's in the books, you know and she didn't ever talk about her stuff because she was a nurse and a nurse practitioner and so you kind of would come home. She had told me later on in life that she would come home and she had, like, had to deal with really traumatic, awful things, especially in a lot of car accidents in rural towns where she lived. And even when we moved, you know, to Canada, like to Eastern Canada, what happened was just like this sense of, I don't know, having to come home and be a good mom and also have to deal with all this stuff. And when she moved, she had to give up being a nurse practitioner because there did not exist in Ontario. So she was like, ok, well then I'll figure something else out.

Speaker 2: 58:09

She was very resilient, so she ended up teaching nursing at McMaster University, which was huge, and then working in ICU at McMaster University McMaster Hospital, which one of like it's a sick kids hospital, so they do just great work and then she decided that she wanted to stop nursing and started her own manufacturing company and sold quilts and had like multiple stores and a whole bunch of sewers working for her as like the final stage in her life. And I just feel, like you know, as a person that we never thought was the entrepreneur, I realized she was and she just didn't just do things like in small ways, she just did things in big ways, but she was so quiet about it and it wasn't until later on that I went wow, like you have subconsciously been my person that I've admired, that I've tried to mirror my life after Okay, Last one what's one piece of advice you want everyone to have?

Speaker 2: 59:10

This has been hugely beneficial for me, because I didn't learn this until I burned out and it's. You can have anything, not everything, and it's always about a series of choices and we constantly want to have everything and you can have anything. You just need to choose in your priority structure what matters most and when. You have that really figured out in your priority structure what matters most and when you have that really figured out that anything feels like everything.

Speaker 3: 59:40

I love it, thank you, thanks for sharing with us.

Speaker 2: 59:42

Yeah, I love it. So easy to talk to you. Oh, it's pleasant. You have fun. Yes, it's great.

Speaker 3: 59:52

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.

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Melissa Plett Melissa Plett

Jobs, Politics & Policy at Work

Elections shape work…

A second Trump administration could bring major changes to your workplace—whether you're an employee, a leader, or in HR. From labor rights and healthcare to immigration, DEI, and workplace safety—this episode dives into how political policy directly impacts your day-to-day work experience. No spin. Just straight talk on what’s potentially coming, and what to start paying attention to now.

Your Work Friends Podcast: Jobs, Politics & Policy at Work with Ryan Stygar & Harrison Newman

Elections shape work…

A second Trump administration could bring major changes to your workplace—whether you're an employee, a leader, or in HR. From labor rights and healthcare to immigration, DEI, and workplace safety—this episode dives into how political policy directly impacts your day-to-day work experience. No spin. Just straight talk on what’s potentially coming, and what to start paying attention to now.

Listen or watch the full episode here


Speaker 1: 0:00

All right, I think we're live.

Speaker 2: 0:02

Yeah, yeah, Okay. Well, hey, we're here Welcome to your work friends and we're here to talk about jobs, politics and policy in the workplace and what you might expect with the new Trump administration coming in. I'm Mel Platt, I'm the co-host and co-founder of your work friends and owner of Cordelia Consulting, and with me is my partner in crime, Francesca Francesca.

Speaker 1: 0:28

Hey, I'm Francesca Ranieri, co-founder and co-host of your Work Friends pod with Mel, and I'm also the founder of Frank.

Speaker 2: 0:36

Yeah, yeah, and friends, we have been doing this work for a long, long ass time and what we want to do is connect you with the best experts.

Speaker 2: 0:47

With us tonight, we'll introduce those folks in a second to really break down all this work stuff to help you stay ahead, and that's our goal for tonight. With us is Ryan Steiger. He's an employment lawyer with Centurion trial attorneys in San Diego, California, but you also might know him as attorney Ryan on TikTok and Instagram, and he's also a former wildland firefighter, which he's incredibly proud of. We're incredibly proud of him too. And then with us is also Harrison Newman. He is the VP of HR benefits at Corporate Synergies in New York City. He's also the VP of communications for New York City SHRM and a budding harpist only for one night, from what we understand. So welcome to you both. Thank you both for being here and with us.

Speaker 2: 1:34

So here's the deal. We are going to be talking about five core topics around work policy, and those include labor and wage policies, healthcare and benefits, immigration, DEI and workplace safety all of the hot topics everyone's hearing about. We have about five minutes for those five topics each. We're also going to be making some bold predictions here along the way all speculative, of course, because we don't have crystal balls, but we're going to be ripping things from the headlines and making our best assumptions to help you think through things. Going to be ripping things from the headlines and making our best assumptions to help you think through things. If you are joining us live, please, please, please drop your questions in the chat. We will be monitoring them and we have some live Q&A at the end. But we're going to jump right in with a nice little question for you both.

Speaker 4: 2:18

How's that sound? Right on, let's do it.

Speaker 1: 2:20

Yeah, I actually want to do this for all of us, because I'm really curious. I know we all have a point of view on this. If you were to think about one word that would describe the workplace in 2025, what's your word? A single word, a single word, or what you're expecting?

Speaker 4: 2:37

what you're expecting. In a single word, I'm going to go with burnout.

Speaker 2: 2:41

Oh, that's a good one.

Speaker 4: 2:42

Yeah, I hope it's not tired at this point. It's been going around quite a bit, but the general consensus I get from all the employees I represent, the people I talk to is people are tired, things are more expensive than they've ever been, wages are going up but they're not keeping up. And that creates a bit of a conflict, because your employer is sitting there saying my costs of business are going up and I'm paying you more than ever. The employees are saying, yeah, you're paying me more than ever, but it's really not a big increase, boss, and meanwhile my rent has gone up like 50% over the past eight years. It's getting rough out there and now, with what many anticipate will be fewer worker protections, not more, that burnout could turn into apathy. I certainly hope it doesn't, but burnout is my word of 2025 so far.

Speaker 1: 3:29

Yeah, good one Harrison.

Speaker 3: 3:32

I'm going to cheat a little bit. I'm going to use a word, but I'm going to give it a slightly different definition than typical. I'm going to use disruptive, but I'm not going to use disruptive in a bad way per se, because I don't know if disruptive is necessarily bad. I think you're going to see a lot of disruption in the workforce. I think you're going to see a lot of people wearing hats they've never worn before, because I think there's going to be a lot more responsibilities thrown on HR, thrown on executives navigating things in real time, because things might move very fast, because it might be one morning this is the cool thing and the next morning some other idea comes up and everything changes, and I think we're going to see a lot of disruption. Um, but I'm not going to use disruption as a negative term, because sometimes disruption leads to good things. Sometimes you need to burn something and I should not be using that word right now with everything going on but sometimes you need to burn something down to build something else new, and I think that disruption is really the word, but I'm going to tweak it a little bit and disruption which could be positive disruption, yeah all right, can I change my answer to seesaw because now that I'm thinking about it and it's pertinent to some of the things we're going to talk

Speaker 4: 4:38

about um anyone following nlrb guidance, eeoc guidance, dol guidance we're going to talk about that in detail. Everything that Biden just undid is going to be undid again because we're dealing with a Trump sandwich. The problem is, the Trump we're getting this time is a little different than the Trump we got last time. He has new people in his ear with new ideas, and a lot of those people are mortal enemies with conflicting ideas. So I think we are going to see disruption is a great term, but I think, seesaw, we'll see press conferences where he boldly declares one policy and then the next day something totally different comes out.

Speaker 1: 5:18

Ryan, my word was whiplash for the exact same reason.

Speaker 3: 5:21

Oh, there we go.

Speaker 1: 5:23

Yeah, Mel, before we, before we.

Speaker 2: 5:25

I actually was going to pull from our good friend, uh, Ashley Goodall and say blender. I feel like we're all going into the blender. It's just going to feel like we're in a constant blender. Yeah, yeah.

Speaker 1: 5:37

I uh, I had a lot of people say you know, francesca, get yourself centered, get yourself grounded, get your chakras out. This year You're going to need it. It's going to be a lot of change. We all know that. What that change will be, hey, you know, we're not sure, but one of the reasons why we're here is to think about what could happen and what we're already seeing. Let's get into it with our first topic, which is around like labor and wage policies, and, ryan, I'm going to take this over to you first. What are you thinking, again, when we think about labor policies, wage policies, things like overtime have been talked about, all this good jazz. What's 2025 going to look like?

Speaker 4: 6:15

Well, we're going to see a massive shakeup in the beginning, and that's not unusual for when we have a new administration come in. But I want to dispel any myths that Trump is at all a normal candidate. He is not a normal presidential candidate. We're going to see big changes. We're going to see him fast. So the agencies I'm looking at the most are the National Labor Relations Board, the EEOC, the DOL, of course, and OSHA. So the first thing we're going to see is a complete change in leadership. It's going to start with the National Labor Relations Board's general counsel, jennifer Abruzzo.

Speaker 4: 6:51

Now what we've seen in the past four years is the NLRB greatly expanding their interpretation of the National Labor Relations Act. We saw things like a ban on captive audience meetings. That's where the employer requires you to come into some kind of hallway and they explain their position on unionization. Thanks to the NLRB's most recent ruling on those captive audience meetings, employers can't do that anymore. They can have meetings about their views on unionization, but they can't track attendance. They can't punish you if you don't go. It has to be voluntary, but all the people advancing that expansion are going to be fired and we're going to see a new general counsel. We're probably going to see a Republican majority because on December 11th, the Congress did not extend the terms to 2026 like we had thought they would, so we're going to get a Republican majority in the NLRB. We're going to get a Republican majority in the EEOC.

Speaker 4: 7:53

And what's interesting about the EEOC, particularly and I know we don't have a lot of time so I'll wrap this up quick what we saw in 2020 was something really groundbreaking. What we saw in 2020 was something really groundbreaking. We saw LGBTQ status, gender expression, gender identity being protected. For the longest time. It was actually legal to fire someone because they identified as trans in some states, but the EEOC reinterpreted that. Well, not the EEOC, I'm sorry. The EEOC issued guidance after the Supreme Court's ruling in Bostock v Clayton County, georgia. The thing is the most likely person to chair the EEOC. Now she let me pull up her name again it's Andrea. Do you guys know who I'm talking about?

Speaker 1: 8:41

I do not.

Speaker 4: 8:43

I'm blanking on her name for a minute.

Speaker 1: 8:45

But that Andrea Andrea thing, that's always a, that's a tricky.

Speaker 4: 8:50

Yeah, well, anyway, here I'll pull up her name in a minute. I'm blanking on her name for no reason at all, but basically what's going to happen is she has expressed a serious dissent with the EEOC's interpretation of Bostock v Clayton County, georgia. So we are going to see a retraction, a restriction, a neutering of protections for LGBTQ employees. The reason we're going to see a retraction and not just a cessation on progress is because she has Andrea I can't remember her last name has expressed many times that she feels Clayton County, georgia that decision was a mistake. She feels that LGBTQ quote unquote special interests are an attack on women's rights and an attack on religious freedoms. We can debate whether we think that's true or not, but what's not up for debate is the EEOC is going to greatly restrict its expansion of those LGBTQ protections. We also may see some restrictions on the Pregnant Workers Fairness Act and how the EEOC interprets that.

Speaker 1: 9:50

Harrison, what would you add?

Speaker 3: 9:52

Just going back to the LGBTQ, I think you're going to see a lot in.

Speaker 3: 9:56

So MySpace obviously is in the benefits side, but I think you're really going to see a huge change or shift in DEI initiatives and we're going to talk about that a little bit later on probably, but we're going to see a major shift in and I hate the word wool culture, but I think a lot of the election was based on that.

Speaker 3: 10:11

I think that's really going to impact the workforce in general because I think people who feel a certain way might feel empowered by the results to act on that more. So I think it's going to be the role of businesses to balance that out and see so a little bit, because some of the C-suite who might've felt a certain way but acted differently because the culture and the trend was going one way, the results of the election, the way the election was run, might empower those same people to start shifting work environment and the culture inside of works. I think it's going to be important that the people inside of the businesses HR specifically, but everybody there to help navigate that culture and make sure there's still an inclusive culture inside of the workforce.

Speaker 1: 10:50

Yeah, that makes sense. I'm wondering just to go back specifically, really quickly before we go on to our next topic around labor and wage we got a lot of questions around overtime and Mel and I did an episode on Project 2025, trying to interpret that largely thought of as the Republican platform right right around some of these things. Are you all seeing anything around overtime at all in terms of it retracting overtime or going to that like four-week look?

Speaker 4: 11:18

I think it's possible, though remotely like not really likely, remotely likely, leaning towards unlikely that we'll see a change to those overtime rules. If anything, we would see something like the Project 2025 80 hour rule rather than the 40 hour rule. There was some discussion about that, but I really don't think it's likely. I think it's right up there with no tax on overtime and no tax on tips. I think Mr Trump was just saying what he thinks his base wanted to hear. Most of his efforts it's this. It's, on one hand, look, no tax on overtime. I'm going to new rules at the DOL. He's going to throw out most of the inclusivity efforts at the EEOC. So really, what we're going to see is a major change of leadership and then the people in those leadership positions are going to make small changes over time. Something sweeping with the overtime. I really don't think is likely.

Speaker 3: 12:25

Yeah, I think we might see multiple changes in leadership. If this is anything like the first administration, the people in his ear right now might not be the same people in his ear six months from now. So I mean, once again, we talk about that whiplash, but if it's anything like the first time around the people in his ear, he sours on them very quickly and that can change. So what we see right now could be very different six months, one year, two years, for good or bad, but it could be very different as we go along.

Speaker 1: 12:50

Super fair, super fair Mel.

Speaker 2: 12:55

Yeah, we're going to talk about healthcare and benefits. So, harrison, I know like you love this topic very, very much. A lot of people stay in their jobs for healthcare and insurance. I can argue until the cows come home. Those things should not be tied together, but they are. Let's talk about what you're seeing here. How could employer provided healthcare change?

Speaker 3: 13:18

So we don't know what's going to happen. For the most part, there's a lot of talks around the ACA and how the ACA is going to go away. As you go, attack the ACA. I don't see that happening. With everything else, he might change the name of the ACA. I mean the fact that it's referred to as Obamacare I'm sure bothers him. If it was like the Gulf of Mexico, maybe we'll change the name. But besides for that, I don't see the ACA going away because in the first administration they removed all the parts of contention. For the most part, everything that people really didn't like is already gone and in some capacity, the ACA is working. Will we explore different ideas, as he said during one of the debates, if somebody comes up with a better idea, will that happen? Possibly, but I don't really see that.

Speaker 3: 14:01

Where I see the workforce really changing is going back to what we talked about before is from a culture standpoint and balancing that culture and the results of the election. The culture I see people looking at more broad based benefits and more flexible benefits because we don't know what's coming up next. His actions indirectly the repeal of Grovy Way and companies have to pivot to have travel benefits, because if you lived in one of the states where abortion was illegal, you had to pay for employees to travel and stay elsewhere. There was a Supreme Court I don't know the exact ruling if it went through regarding gender reassignment surgeries in certain states being illegal. I think Tennessee was one of those. So you might see an expansion of those benefits and travel benefits to start covering other aspects. But I think the biggest change I look at benefits and you would talk about benefits being the reason people stay at a job. I look at benefits as one of the easiest tools that a company has to create a culture. It's one of the things you can build on and manage completely and if you're offering a benefits, the benefits is a culture of the organization. It speaks for the values of the organization and I think you're going to see that more because the outside values might be very different. There might be attack on LGBTQ rights, there might be attack on abortion rights, women's rights, and I think you're going to see an expansion of benefits, whether it's through lifestyle accounts that have very broad uses, potentially, where you could use it for multiple different things, through HSA accounts and stuff like that.

Speaker 3: 15:29

I do think you're going to see companies look more towards their benefits package to build the culture that they want, because there are other regulations and other things coming down the pipe that might prevent them from doing that. So I don't think the ACA is going away a pipe that might prevent them from doing that. So I don't think the ACA is going away. I do think we will have an expansion on HSAs and these pre-tax benefits. Interestingly enough, I do think towards. One of the last things he did from the benefit standpoint was extend leave. So I do think we might see more leave management and paid leave, whether on a state level or federal level. But I think, overall, if you're looking for the global biggest change to the benefits, I think and it's been happening overall, but I think it's going to be more important now than before because of external sources it's going to be those broad benefits that help build a culture within the organization.

Speaker 2: 16:18

Yeah, Francesca and I were talking right before we started the live about that. It's like the employers who are going to be kind of winning in terms of the talent marketplace in a few years are those that create benefits packages that benefit their employees and really retain employees and attract new talent in their organization.

Speaker 4: 16:37

Yeah, that brings up some other interesting points too. I mean, as we discussed, my world is really more in the EEOC. By the way, our current share is Charlotte Burroughs, who's fantastic in my opinion, and, by the way, the person who I predict. This isn't certain. There's been no announcements. I predict it's Andrea Lucas is her last name. She's a Republican, she's the only Republican there right now and she'll probably be the new head of the EEOC, which could be problematic for anyone seeking things like gender-affirming care, protection from LGBTQ discrimination, the right to use a bathroom that they're comfortable with. Also, there's some other issues that come up.

Speaker 4: 17:16

Remember, the Pregnant Workers Fairness Act was passed in 2022. That instituted sweeping, pretty exciting guidance on how to protect pregnant women at work or women seeking fertility treatments. Those fertility treatments that were protected under EEOC guidance included things like fertility treatments and abortions. No way in hell is Andrea Lucas going to let that continue. She is going to either decline to enforce any actions under that guidance or issue new guidance is what I expect. So, unfortunately, what I think we're going to see is a patchwork.

Speaker 4: 17:54

They keep saying that they want to return all of these questions to the states, but I think anyone with two brain cells to rub together knows. The ultimate Republican agenda is a nationwide abortion ban, no exceptions, and we know that's where they're headed. So what we're going to see, at least in the short term, I think, is a patchwork where employees in California have more right to access things like IVF or an abortion, if you need it, than an employee in Florida. So we may see a tug of war with people wanting remote opportunities or relocation, but certainly we talk about access to employer-sponsored benefits, your employer's right to maybe deny certain benefits based on your fertility treatments. There may not be as much recourse as it as we'd hope to see. That's my current prediction. No, and it's going to be difficultourse as it as we'd hope to see. That's my current prediction.

Speaker 3: 18:43

No, and it's going to be difficult, as you mentioned, from the state level. You're going to have state by state and there are very few employers right now that are single state. Most of them have multiple states, so you're going to have different rules and regulations for each state. It's going to come on. It's going to add a lot more work to the HR departments and the finance departments, even because it's going to be state-by-state regulations. Having these culture benefits or these travel benefits. I mean we might get some good out of it. Look, we've got ICHRs, we've got the individual HRAs the first time around. He's shown a tendency to think outside the box when it comes to benefits. Maybe there'll be some changes in the prescription standpoint.

Speaker 3: 19:16

I'm optimistic. I don't know if I'm optimistic because there's a reason to be. I'm optimistic because you have to be optimistic, so there might be some good that comes out of it. But going back to my first word, I think it's going to be disruptive. I think you're going to have a lot more hats being worn by HR and finance having to navigate different rules on a state-by-state basis, because I don't think we'll have a federal ban. I don't think there's enough push for that right now. I don't think they want a federal ban 100%. They want the argument of a federal ban. I think they like having the conversation more than the actual doing of these things. But I do think, on a state by state basis, you're going to have states where these laws are going to be very. California and Texas are going to be very different when it comes to what's covered and not covered.

Speaker 4: 19:57

Forgive my ignorance.

Speaker 4: 19:59

Harrison and I did want to say Mel. When we talk about optimism, one thing to be optimistic about is Mr Trump has talked about concepts of a plan to repeal disastrous Obamacare. Let's not forget who he is. He is a performer first, and everything else second. He knows that his base hates Obama. Doesn't matter why they hate him, he just knows they hate Obama.

Speaker 4: 20:28

So if he says I'm going to destroy Obamacare and liberate all the poor people affected by Obamacare, most of those followers of his do not realize he's talking about the Affordable Care Act and a lot of those people have health benefits because of the Affordable Care Act and I would hope that any advisors advising Mr Trump would let him know hey, if you take away your voters' health care, that is going to be an immediate life change that they notice and it's going to be really hard to blame Democrats for that. So I think one of the things we can be optimistic about is ACA fundamentally is probably not going anywhere. It would be pretty self-destructive to attack it head-on. So many people's benefits may stay the same, although abortion and healthcare-related benefits may be harder to access. And I'm sorry about the jump. I have a dog who wants to go on a walk really bad and he's giving me little nips on my knee, and that's why I keep jumping around.

Speaker 2: 21:20

Turn the conversation.

Speaker 3: 21:24

What's that, mel? How do you ask a question, or yeah?

Speaker 2: 21:27

I guess I I wanted, I wanted to follow up on the abortion um ban because I'm curious when it comes and forgive my ignorance because I'm not very closely related, tied to this work. But, um, you know, I imagine, if there are regulations in place in a state-by-state basis, can employers be? Can employers be held accountable if someone receives an abortion? That's on their play role and what? What kind of legal implications might they face if they are providing access to resources for that service if it's like, illegal in their state?

Speaker 3: 21:59

So what's interesting is in Texas you have to offer benefits that cover. The employee has the right to choose whether their benefits cover or do not cover abortion. Now, whether you have abortion, whether abortion is so, I can opt out. If I feel abortions morally wrong, I can say I do not want abortion being covered under my policy. Where somebody else says I believe abortions right, I want abortion covered, it's the exact same benefits, except one covers, one doesn't. Even though in the state of Texas you can't get an abortion anyway. What that means is based on my policy, I can't go to a neighboring state where it is legal and do that.

Speaker 3: 22:35

So far and I'll leave the legal questions more to the attorney so far we haven't seen any litigation about allowing them to travel outside of the state. In theory, that would be against the Republican theory of state rules, because if a state wants to do it, you can't do that. Now, we all know people don't play nice in the sandbox and because something doesn't fit a narrative doesn't mean they won't go against it. I don't see them penalizing in that regards. But I do think that you're going to see an expansion of these travel benefits, which might cover more LGBTQ or what they call the woke benefits aspect and some of these things that might be banned in certain states and allowed in others. I think you might see very, very different benefits in different states across the board.

Speaker 2: 23:16

Ryan, what do you think?

Speaker 4: 23:18

Definitely. I was trying to find the Supreme Court case that sort of reaffirms this, but I'm just going to say it, you're going to take my word for it. We have a constitutional right to free interstate travel, ok, so one of the things we're finding is states really throwing up lots of restrictions around abortion for many reasons and some liability for the employer who offers a benefits package that theoretically covers some of those treatments and you take it out of state. That's an open question. I haven't seen any litigation on that, but we do see things like Texas's $10,000 abortion bounty hunter rule, which there actually was at least one successful prosecution under that law that we've seen so far. So what is going to happen?

Speaker 4: 24:06

Optimistically, I would say that a near total abortion ban and a total ban on employer benefits across state lines for fertility treatments may not happen, because we have a constitutional right to interstate travel and the whole point of that right is that Americans would, in theory, have the same fundamental rights in Tennessee as they do in Louisiana, as they do in Colorado. Now we know in practice, especially over the past 10 years, that's not really the case. Unfortunately, we have a pretty far right Supreme Court right now, and it's a Supreme Court that has demonstrated over and over again that they're not afraid to legislate from the bench. They're not afraid to take precedent and throw it out the window. They're not afraid to give a president criminal immunity. They're not afraid to overturn Roe v Wade. They don't really need a lot of justification to do it.

Speaker 4: 24:54

So why am I going on that rant? I think that what we will most likely see is attempts by the federal government, with their Republican majority almost everywhere, to do a total abortion ban. Any way they can do it, and they might first attack things like employer benefits, maybe trying to hold the employer accountable, deny them certain federal funding, deny them certain benefits or taxes, or fine them or sue them if they offer any kind of fertility treatment or anything like that. But that would immediately be challenged by the coalition of attorneys general in blue states that are trying to protect those rights. So I think the optimistic take is that it would be tied up until Mr Trump's term is over and then hopefully a new president could take a new DOJ and end all of that. But I do think that those reproductive rights are going to be the first thing under attack starting this year.

Speaker 2: 25:53

Okay, thank you both. On to the next topic.

Speaker 1: 25:56

All right. So we've talked about labor and wage. We've talked about health care. The next topic up we wanted to talk about was the latest of du jour between Elon Musk and the constituents on the right, where he told someone to F his face immigration. So I want to talk about immigration.

Speaker 1: 26:15

For those that may not know, especially as it relates to employment. There's two types of visas that typically people work under right when they come to this country. There's an H1A visa, which I believe is typically more seasonal work, agricultural work, and then there's the H1B visa, which is much like, seems to be much more skilled work. You're for longer periods of time, you're sponsored by a company and it could be like Silicon Valley basically mostly Silicon Valley, some professional. Silicon Valley, basically mostly Silicon Valley, some professional. Quote unquote the argument this week or last week I have no sense of time anymore is that they wanted to get. The Republican Party said we want to get rid of these H-1B visas. Elon Musk said hell, no, over my dead body. I want to know we're not even in week two of the year, so we're not even in week two of the year. What's going to happen with?

Speaker 4: 27:07

immigration this year. Harrison, I'm going to go you first. Yeah. Harrison please Give me the hard one.

Speaker 3: 27:12

No, I mean, who knows? Like I said, it goes back to who's in his ear at this day. Elon Musk is in his ear right now and I do think he has a lot of power and I don't know what he is politically, but he's not a Republican. He's for him, basically, but he's for innovation, he's for growth, he's for disruption and going back and might not be the positive way we were talking about earlier, but he's for these things. I don't see them taking those full aspects.

Speaker 3: 27:40

I think a lot of these things and I think Brian mentioned it earlier a lot of these things are campaign talk because they rile people up, but I don't know how practically speaking, these things are, because illegal immigrants are one thing and he's going to target and he's going to do that, but getting rid of these visas, these people use these employees, they need these employees and if they don't have these employees, their business is going to be expensive the money they're going to have to pay a lot more for somebody else who doesn't have these visas. And we already have a work shortage. I think there's, for every 100 jobs globally, there's 95 employees at this standpoint. So there's already a work shortage in that standpoint. So I do think, practically speaking, while it sounds great in a bumper sticker, the people in his ears right now must be one of those main voices who I do think does have his ear. I don't see major changes from the visa standpoint of getting them out of the workforce, because they're necessary for the workforce in many ways.

Speaker 1: 28:34

Yeah, I heard a stat I can't remember what, I'll put it in the show notes, though that for every H-1B visa holder it creates 1.86 jobs. So to your point, it's not only about the job shortage, but it's also about job growth, sometimes with the H-1Bs. But, ryan, you were trying to hop in there, sorry about that.

Speaker 4: 28:52

Well, there's an interesting sort of exponential effect Creating more jobs actually leads to creating more jobs. It's a funny thing, kind of like how you make more money when you put more money in a high-interest savings account. That's kind of the effect we see. So I believe you, francesca. That makes a lot of sense.

Speaker 4: 29:07

Now, h-1b visa I don't think it's going anywhere. I actually don't. I'm not an immigration attorney. This is just based on my tangential knowledge in employment law. I don't think it's going anywhere and I don't think there's going to be many restrictions on it, for two main reasons. Number one national security. Trump is one of the first presidents in my lifetime to want a military parade and he wants to invade Greenland and he wants to invade Panama and he's going to need a big giant military to kick off World War III. If we are going to have any hope of national security during whatever he wants to do, we need the best and brightest engineers to make our F-22s and F-35s and battleships and stuff work, and the defense industry is heavily dependent on skilled labor like that. Boeing alone has thousands. And speaking of thousands this is the second consideration Trump's most important allies rely on H-1B visa labor for their companies. Musk alone has, I think, 2,000 that he's employed across his companies.

Speaker 4: 30:06

And Musk has Trump on a pretty tight leash. Musk has a lot of power. It's quiet power compared to Trump's, but it's a lot of power. And then we look at people like Jeff Bezos and Mark Zuckerberg and all the big billionaires who are trying to curry favor with Trump. They rely on those engineers and mathematicians. And that kind of leads to a third point. If your goal is to eliminate or declaw, the Department of Education and the United States continues to slip in science, technology, engineering and maths compared to other industrialized peers, we really have no option except to get that talent elsewhere other industrialized peers we really have no option except to get that talent elsewhere. So if we want to remain an economic and military superpower, H-1B visa is an essential part of that.

Speaker 3: 30:49

Yeah, yeah, absolutely. You can't get rid of it. You need the workers, and the people in his ear are not going to let him get rid of it, so not unless you don't want your missiles to launch when you hit the button.

Speaker 4: 31:01

I mean it's going to be a consideration.

Speaker 3: 31:03

unfortunately, it might be a good thing from our standpoint.

Speaker 4: 31:07

Yeah, you know that's something we can debate whether it's good or bad, but the point is I don't think H-1B is going anywhere. What I do think and this is a bit more concerning to me one thing that we see in OSHA anti-retaliation statutes and US Department of Labor anti-retaliation statutes is employers cannot take advantage of undocumented labor, also known as illegals, is what Trump supporters call them, but I call them undocumented. Undocumented labor and pay them less than a minimum wage or not pay them at all and threaten them with incarceration, them less than a minimum wage or not pay them at all and threaten them with incarceration, violence, reporting them to ICE, things like that. The reason those anti-retaliation rules exist is so that no employer can benefit from human trafficking or straight up kidnapping. That's actually a really big problem. Even here in California, I've been in cases where we have 20, 30 undocumented immigrants who don't want to work for the employer, but they have been threatened and intimidated into staying there for subminimum wages. Now why is that so important? Trump is borderline violently.

Speaker 4: 32:14

Anti-retaliation statutes against undocumented people are not enforced, or perhaps reduced or rescinded when, basically, if you say, hey, I'm undocumented, but I'm working in this warehouse and they're not giving us safety gear. They're paying us $4 an hour. Sometimes they don't pay us at all. Um, the new osha, the new dll under trump, is going to say hey, that's really interesting. By the way, you're under arrest. Uh, that that's what my biggest fear and concern is. That's worst case scenario for me yeah, it's interesting.

Speaker 1: 32:57

I was reading an article the other day. It was a article, but it was about how do you handle workplace raids around immigration as a leader, and you know the fact that we're talking about that as something else that might be happening in the ether is just on a human level.

Speaker 4: 33:16

It's upsetting, that's why I opened by saying I want to dispel any notion that Donald Trump is a normal president. He is not George Bush, he is not Mitt Romney. He is an entirely different creature that operates on a completely different system than any US president I have seen. Because, whereas other presidents sure there was corruption, ineptitude, certain moral decisions that we might disagree with, certain moral decisions that we might disagree with, the sort of seesaw, whiplash, unpredictability and violent rhetoric Really it's the violence in the rhetoric that's so different about Trump.

Speaker 4: 33:51

What it creates a concern for employment rights advocates like me is listen, even if you're here illegally. Yes, you might have broke the law, maybe you were trafficked, I don't know. That's a separate issue. But but even so, I do not want a legal framework that makes it possible for employers to exploit your undocumented status to extract free labor from you. That is a serious human rights concern and, and one of my biggest predictions is that a lot of those protections may go away. Right now they're still intact. So if you are undocumented and your employer is taking advantage of that, you should report it or at least talk to an attorney about your options first.

Speaker 3: 34:29

I'll just add on one thing. You're talking about the civility, the incivility, and I agree 100%. It's a crazy world we're living in, but I'll be the optimistic and I'll keep my optimistic eyes and glasses on. I think, mel we were speaking about this when we first spoke is the one thing we didn't see was the massive incivility after the election that we expected from either side and once again, obviously one side won. But I think there's something to be optimistic about is the workforce is almost controlling itself.

Speaker 3: 34:57

We were prepared that whichever side won, we were going to see massive incivility and, truth be told, if the other side would have won, we probably would not, would have seen it and a couple of days ago, January 6th, might not have been exactly the same and there might have been other results that the other side would have won. But we're seeing the workforce really take that step and not showing up to work and reacting differently. We're seeing a much more mellow, civil reaction where, all right, we can do this and I think the workforce HR specifically is a really good job of building that culture with an organization where, whatever comes, we're going to help and we're going to control it and we got your back, and I think that's my optimism is hopefully that will offset some of the external craziness, and it's another role HR and the businesses are going to have to run is keeping civilian workforce. But optimistically, based on the election results, using that one snapshot, they might be getting the hang of it and doing a good job at that. Hopefully at least. Yeah.

Speaker 1: 36:06

I also like the idea of business potentially as a check and balance that unwritten check and balance, I guess on culture it might not be a bad thing for sure.

Speaker 3: 36:15

Yeah.

Speaker 1: 36:16

Mel, you want to go into our next topic? Let's go, let's dive, right in DEI.

Speaker 4: 36:23

Oh boy Cool, More good news.

Speaker 2: 36:25

More good news. Yeah, more hot topics we saw in 2024, DEI was certainly under attack in the corporate sector. We know SHRM even removed an element of DEI as well, which had a lot of interesting backlash, which had a lot of interesting backlash. Do you think this continues in 2025? And can there be? Do you expect there to be further rollbacks and challenges with DEI programs in workplaces under the administration's policies that might be coming?

Speaker 4: 36:57

I can go for this, but I feel like I tend to jump on these. Harrison, do you want to go, or shall I run? I went first last time. I'll give you the easy one. I got the hard one. Right now. Swing very far to the right, very quickly.

Speaker 4: 37:17

We're going to see a majority Republican commission and my prediction that I would bet money on is Andrea Lucas to actually chair the EEOC, and that is very much a case of the fox in the hen house. The EEOC arguably exists to improve diversity, equity and inclusion in the workplace, and we will have the I guess we could call them the anti-woke people in there. The most serious immediate concerns I have is the EEOC rolling back protections, rolling back enforcement, but also the federal government punishing certain employers who have DEI initiatives, because the current chatter on the right-wing side of policymaking is DEI is inherently racist and anti-American. I know that sounds insane, but they've done many mental gymnastics to justify that position. So what they want to do is say that well, if you have a program that promotes equity, diversity and inclusion, what you're really doing is being racist, you're being anti-white, you're being anti-male, you're promoting people based on skin color, and that's not OK. So we will see.

Speaker 4: 38:34

I think federal guidelines that punish employers for having DEI initiatives. A great example would be anyone accepting federal money, anyone with a federal contract. They would be required to disband any DEI initiatives they have. But on the flip side of that we have companies like Costco which are basically coming out and saying no, having diverse viewpoints is actually part of the reason we're winning, it's part of the reason we're so successful, and that's not going anywhere.

Speaker 4: 39:03

So there is the sort of hard policy and soft policy tug of war we're going to see, and I think what we're going to see on hard policy is a lot of initiatives by the Republican majorities to punish DEI programs and discourage them. But soft policy will have companies that say well, what do our customers want, john Deere? Those companies very proudly disbanded their DEI initiatives because they know who their customers are. Costco also seems to know that their customer base tends to be middle upper class, young professionals, educated people who tend to lean more liberal, and that could have informed their decision to put their feet down and say no, dei is here to stay. I will say this regardless of the federal government's new direction on being anti-woke or anti-DEI, the Civil Rights Act is not going anywhere. Its enforcement might change, its interpretation of some details will change, but, straight up, discrimination is still going to be illegal, at least for the next couple of years.

Speaker 3: 40:07

I'm curious if you're looking from the legal standpoint, where I look at it is more from the practical employer standpoint of the mindset.

Speaker 3: 40:15

I look at the last election and one of the things I saw was I think it was definitely a statement of one side and I hate the word woke, but one side ran on an anti-woke culture, dei being one of those initiatives where they're running where it's, it's it's. We want everybody to be equal. I don't see color, which I know is one of the worst things you could possibly say, but that's what they're running on that standpoint, say, but that's what they're running on that standpoint. I'm curious to see the employers, the C-suites, the people higher up in the companies, what message they take out of the election results. Does that free them to do like there was a lot of pressure from a lot of these CEOs and executives to instill these DEI initiatives? Even from the legal standpoint? Just to me, that's the way the culture was going, that's the way society was going. Do they see this election results where Trump won most of these states and we could debate whether it was a landslide victory or a lot of small victories, but one significantly and one without a shadow of a doubt. Do they take it as a mandate to do what they want to do from the first part that these initiatives are wrong or do they take it as a mandate?

Speaker 3: 41:18

I'm curious if you're going to see those hiring standpoints and once again going back to the role of HR and I'm a benefits nerd I'll roll it back into employee benefits like I do everything else. I think it's going to be the role of the workforce to offset that. I think you're going to see going back to your CISO. I think you're going to see a CISO between some of the CISO level executives and the old school higher up executives who might have one view of the EI and the people on the ground in the workforce, and it might change state by state of business by business.

Speaker 3: 41:45

But I think the businesses are going to have to create a culture and employee benefits is one of those main aspects where you might start seeing more DEI initiative benefits inside the workforce. You might see more benefits focusing on the LGBTQ plus community. You might see more benefits that have mental health solutions, more ERGs, employee resource groups coming up outside so they can talk and have safe spaces and once again, another word I hate, but safe spaces discuss these issues and talk so, even besides the legal standpoint, I'm curious what the election results not even the Trump presidency, but the message that people take out of the results. I'm curious how that trickles down to the workforce of a DEI initiative, and that's really what scares me the most.

Speaker 4: 42:29

Yeah, I think whether employers interpret it as some sort of mandate is honestly going to depend on their biases. You know, I think a mistake we all make is we look at big corporations, big institutions and think that they're these sort of ultra-rational things and they really are not.

Speaker 3: 42:46

They think everyone's right.

Speaker 4: 42:48

Yeah, there's a lot of hubris, that's for sure, and they have their own biases. What is the Walt Disney Company going to do today? Well, let's find out what kind of mood Bob Iger is in. He's a person, he's not a machine. Uh, so here's what I think we're gonna see. I think, if you want to look at what the next few years will look like, look at the past few years, and it actually starts with believe it or not. I want to quickly talk about rings of power produced by amazon. Did you guys hear about that show or see that show?

Speaker 1: 43:16

rings of power rings of power.

Speaker 4: 43:19

It was an amazon adaptation of jr tolkien's the lord of the rings.

Speaker 1: 43:22

I knew this. I knew this was going here. I'm like he's gonna be talking about lord of the rings.

Speaker 4: 43:27

It supposedly covered events thousands of years before the original trilogy occurred. Now the quality of the show, in my personal opinion, is atrocious horrible writing. They spent a billion dollars. The sets look like my niece could have made them, like I don't know where all that money went. It's a very poorly produced show.

Speaker 4: 43:45

But that aside, one thing that really upset a lot of people was a black elf, a black female dwarf, a female lead who was accused of being a Mary Sue, and having watched nine episodes I agree she was a Mary Sue, very poorly written character. Many of the main characters from Tolkien's work who happened to be men were completely written out of the show. So what happened was? That show, I think, is a perfect specimen of the culture shift that we're going to see, and this is a sort of soft policy. This is not hard policy. It's a soft policy where people, because of pop culture productions like Rings of Power, rightly or wrongly believe that America has become too woke and has started doing diversity, equity, inclusion for its own sake and at the expense of better qualified men and white people. Whether you agree with that is one thing, but whether that's the prevailing wins right now.

Speaker 4: 44:40

I don't think is up for debate. I think it's very clear. That's where we're at. So what I think we're going to see is a very strong quote, unquote anti-woke culture in a lot of businesses, in a lot of media, especially with Trump at the helm, where we're probably going to see some. Really, we might see some rational discussions, really we might see some rational discussions.

Speaker 4: 45:00

Like Rings of Power should not have written out very important male characters to Tolkien's work just because they didn't want too many male characters dominating the scene. They should not have completely rewritten Galadriel's character to suit a political agenda. That was a mistake. So we'll see little changes like that. But we might see more aggressive things like joking about racial slurs is now okay. Don't be so woke, don't be so soft. You know women aren't the same as men. Everyone knows they're more flighty, irrational, emotional. Let the men handle this. Uh, perhaps that won't be seen as outrageous and rude as it ought to be. So I think what will happen is the pendulum will swing very far right. I think a lot of companies are going to go anti-woke for a while and it may trigger more instances of incivility, insensitivity, straight up, jaw-dropping instances of discrimination, and then that pendulum will left again, hopefully to a rational center, where it belongs.

Speaker 1: 45:59

Oh go ahead.

Speaker 2: 46:01

Oh, I was just going to say, Harrison, to your point about the election results. What I thought was so interesting is it wasn't a landslide. By any means, I have the final numbers up. Do you want to tell my?

Speaker 4: 46:11

dad that.

Speaker 2: 46:12

Yeah, because Kamala, you know she had 48.3% of the votes and Trump had 49.8. So when you look at those numbers, that is a very like almost 50-50 split in terms of what representation looks like and who people wanted as a candidate to represent them.

Speaker 3: 46:31

When you think of People see in statistics in general. People see in statistics what they want to fit their definition.

Speaker 2: 46:38

A hundred percent, I'm just. It's curious, though, when you think about the workplace, or like CEOs thinking about these policies and how they're going to react to their workforce and support their employees or the culture they're trying to build, like they need to almost look at the workforce as it could be this 50-50 split.

Speaker 3: 46:56

So that's where it's interesting and that's where I think the biggest challenge and I keep picking on HR, but it really is HR that's going to be the biggest challenge with HR, because you're going to have certain people, honestly, probably the billionaire owners or the higher up people in these corporations not to pick on the billionaires, but who see the results one way, who see the results that this was an electoral landslide and we're going to use that mandate of this is what the country wants, based on those results. And then you have the fact that, yes, it might have been an electoral college landslide but, as you said, the actual employees, the boots on the ground. If you did a straw poll of the employees who they're working with, it could be 50-50. It might even be a little bit more more in some states. It's probably a lot more new york, california, it's a lot more where they don't care. So it's going to be. Hr is going to be stuck in the middle there. So hr is going to have such an important role of balancing that and it's it's going to. It's going to be I hate to use the word fun because it's like fun which is disruptive, disruptive fun, but it's going to be fun to watch the HR role grow in 2025, because they're going to be balancing that out a lot more, because it's exactly what you said.

Speaker 3: 48:08

It's two statistics that are both. It's two truths. You won the election in the electoral landslide, but the actual vote count was so much smaller. So, from the CEO or the high-level executive standpoint, this was a mandate of anti-woke, but 50% of your population still feels that he was the wrong candidate and voted the other way. So HR is going to be an interesting pickle or conundrum, or whatever cool word you want to use to do that. But, brian, the one question is should I watch that show or not? You're saying it's horrible.

Speaker 4: 48:43

Watch a YouTube review of the show Listen. As a writer myself, I care very deeply about things like plot, structure and character development. Rings of Power is a masterclass in how to do the opposite of all of those things.

Speaker 3: 48:59

So not on my net, not on my not on potatoes one or it's.

Speaker 4: 49:03

It's just a badly written show. I I don't know who the chief writers were, but they need to try another profession.

Speaker 2: 49:10

I love it. Thank you both for for uh talking through that and we're going to move on to the next final topic kind of talked about this a little bit earlier, but I do want to talk about safety and workplace safety.

Speaker 1: 49:22

Mel and I have talked a lot about like child labor laws. We've started seeing some of this eek out already in florida, for example, of some of these child labor laws, labor safety regulations getting loosened already under the biden administration. Um, what, what happens with, again, regulations, safety?

Speaker 4: 49:43

2025? We're speculating, of course. We don't have crystal balls. We don't know what is going to happen.

Speaker 1: 49:49

I have a magic eight ball if anybody wants it. Oh lovely.

Speaker 4: 49:53

And then I'm not going to pretend I don't have a strong anti-Trump bias I do. I think he's a grotesque human being, apart from his policies. So I tend to look at him with a strong lens of distrust. I don't trust the guy. I don't trust he's going to do the right thing. I don't trust he's going to act in people's best interest. So with those disclaimers out, let's take a look at the past.

Speaker 4: 50:12

In his first term, donald Trump greatly reduced OSHA protections. He reduced OSHA investigators to a historic low. I think there were only something like 600 and something OSHA investigators during his term, which sounds like a lot. Until you realize, I believe the statistic that they released later was it would take those 600 something investigators over 60 years to investigate every covered employer in their jurisdiction only once. So not enough investigators, a record low of actions taken to protect employees, and there is at least a correlation I don't want to say a causal effect, I don't think I'm qualified to say that but there is a correlation of higher instances of workplace injuries and workplace deaths when we have fewer OSHA actions, because the truth is most employees are too scared or they don't know their rights or they don't have the means to access private representation. So it really is up to OSHA to assert workplace safety.

Speaker 4: 51:11

The other thing that we're going to see much less activity from OSHA creating new protections for workers. A really unfortunate example is OSHA's heat safety rule. The United States is one of the few industrialized nations that does not have a unified heat safety standard. It's a patchwork across the states and some states, like Texas and Florida, have even banned heat safety protections. They said we don't have a heat safety protection rule Cities, cities and counties. If you make one, you're in big trouble. It's void. So that's pretty weird that the right-wing republican agenda seems to be not just not creating a heat safety standard but banning it.

Speaker 4: 51:50

So what I think is going to happen? The osha heat safety proposal is gone. Uh, anyone trying to enforce an osha action is more likely than not going to have to rely on the general duty provision, which is that employers have a general duty to create a workplace free from unreasonable hazards, not anywhere near as profound as we'd like to see. If an actual hey, if your employee is really hot, you should give them water, that would be nice. So we are going to see fewer investigators, we'll see fewer new rulemaking and we may see more lax interpretations of rules in Rocha's jurisdiction. I think that general duty statute, as loose as it is, is going to get a little looser.

Speaker 3: 52:29

Yeah, I mean, this is not my area by any stretch, but just based on basic logic. He's pro-business and anti-litigating business and letting them do what they want, and he's looking to cut money from the federal government and cut as much money as possible. Which is going to cut these people investigating situations. Put those two together and you're not looking for it's not looking at great results. Once again, I'm not being optimistic over here, but you're not. The optimism is that businesses will do the right things amongst themselves when not being asked Fingers crossed, who knows? But at the same point, from a federal standpoint, he's looking to cut as much as he can from the federal budget and cut as many jobs that he sees unfit, and he's going to let businesses do what they want. So I don't see outside of maybe state laws and maybe on a-state basis, they're implementing some rules and regulations. I don't see that being a good idea.

Speaker 4: 53:22

State-by-state. We'll see, Harrison. And the reason I brought up the Texas and Florida bans on heat safety proposals is, you know, depending on how zealous Republicans decide to get with their policymaking. Remember, I come from a far-right background. I was raised in a very conservative home and I worked for very conservative employers in a red dot in the blue sea that is California. So I'm pretty familiar with their interpretations of these things. They genuinely see departments like OSHA as unconstitutional.

Speaker 4: 54:01

In fact, Supreme Court Justice Clarence Thomas has even opined that if a challenge to the existence of OSHA comes before the Supreme Court, he would like to strike the agency down. He thinks the entire existence of OSHA is unconstitutional. Now, does he actually think that? Or does Harlan Crowe think that? And Harlan Crowe took him on a yacht trip? That's a totally different discussion. But the point is, the people with a position to eliminate OSHA or greatly restrict its rulemaking authority have already made their intentions clear and we're already seeing challenges in the Fifth Circuit. Harrison, I think I detected that you're in Canada. Our court system has federal circuits. The Fifth Circuit is in Texas, Louisiana. It's the Deep South and that's known as a Republican stronghold rule, saying that they're affected by the rule because they know the Fifth Circuit will go their way and now they're going to try to go up to the Supreme Court. So there is a risk that OSHA will have its authorities severely restricted or the agency even disbanded. That would be pretty extreme. But severely restricted, I think, is more likely.

Speaker 3: 55:15

Go ahead, Harrison. He's going to target the administrations that targeted him. He's going to go after first. I don't think there's been any OSHA attacks on him, so I think we might limit that a little bit. But yeah, he's not going to invest into it. I don't think it's going to go away per se, because I think there still is enough push from people and even though they do have a Republican majority, it's such a thin majority at this point.

Speaker 4: 55:35

I think he's going to hopefully pick his dad, I'm talking about the Supreme Court's majority, which is 63. The Supreme Court has the authority to say oh, this whole OSHA experiment, it was unconstitutional. The executive branch overstepped their authority by creating this horrible network of unelected bureaucrats I'm doing quotes for everyone listening Unelected bureaucrats, when really Congress needs to make these rules. Congress created OSHA and empowered it to enforce Congress as well, which is important because when Congress writes laws, they are intentionally broad and intentionally vague. There's been this narrative in the Trumpverse that, oh, congress is so bad at their jobs. Look how broad the legislation is. They do that intentionally because the lawmakers cannot foresee every possible hypothetical that may occur under that statute. So it makes a lot more sense to have an agency tasked with enforcing that statute, like how the EEOC enforces our Civil Rights Act, to help address those little what-ifs and hypotheticals and niche situations as they go, because, as we've seen, congress is really really, really bad at reaching a consensus on niche, specific issues.

Speaker 1: 56:48

Yeah, you know, the thing that I hold true to that is that just because some of these whole departments and or some of these regulations might get lowered or just gone away, go bye, bye. Basically, it doesn't mean that a company needs to lower its standards, right oh?

Speaker 4: 57:03

absolutely not. And I will say the more probable thing if anyone in Trump's camp is even remotely intelligent and I hope there's at least one smart person there if they want to affect their agenda with the minimal pushback, the smartest thing they can do is put certain people in charge of those agencies and they simply decline to enforce. That would be the more probable thing. I see where Andrea Lucas at the EEOC might see a very egregious gender pay discrepancy at a company and just say, oh, didn't see it, don't know anything about that. Because what better way to get your way without rocking the boat than to simply take charge of the agencies and have them do nothing? If they do nothing, it's like they don't exist at all. I think that's a possibility as well.

Speaker 2: 57:49

That's interesting.

Speaker 4: 57:51

Yeah.

Speaker 1: 57:52

Mel over to you.

Speaker 2: 57:53

Yeah, well, we have some listener Q&A and we just touched on OSHA, so I'm going to skip that question, but some of the stuff coming in. Someone said I'm a parent and I'm interested in what we might see to support families. Trump pushed a very family-centric policy with his messaging. Do you think things like on-site child care will be a greater priority in workplaces?

Speaker 3: 58:16

Yes, so on-site I don't know, but you definitely are going to see it. I say you're definitely going to see as definite as anything can be in a Trump administration, but I do think that they run on family values and a lot of this is family values. So a lot of it's going to be an enhancement of parental leave, child care support. You might see stuff like dependent care, fsas limits be enhanced significantly. I mean, obviously you're going to see tax incentives for families. You're going to see a lot of enhancements on the quote unquote family value benefits, a family value workforce. For some that's going to be very beneficial, as a parent is going to be very beneficial.

Speaker 3: 58:59

I do think you're going to see paid leave In New York. They instituted I'm going blank on the word, but not maternal leave, pregnancy leave, prenatal leave where you actually have hours where you can see doctor's appointments paid in New York. You might see stuff like that be expanded. It's a very Republican, very evangelical presidency right now. That's what we're seeing.

Speaker 3: 59:22

I do think stuff that all of the family value title really be enhanced and I do think that's where you're going to see a lot of the change, a lot of the growth which could benefit some people significantly. Once again might make it a little more complicated to administer on the employer's behalf, but I definitely do see that being a focus to appease his base and show that he's doing something positive for at least some people in that situation. Yeah, childcare is expensive man it is and pre-taxing that is definitely going to be a value. And paid leave is one thing. I think america I'm not going to pretend I know the numbers, but I do think the um attorney and paternity leave in america is one of the worst in the world and we don't take advantage of those as much.

Speaker 3: 1:00:02

So I do think it sucks, it totally sucks yeah, yeah, so enhancements that significantly, and he started doing that at the end of his last term.

Speaker 2: 1:00:13

Okay, there's been significant talk about raising the federal minimum wage. Absolutely not happening. We have a better shot.

Speaker 4: 1:00:23

We have a better shot at paid parental leave, and the reason for it's actually not crazy to say this. I know that Trump gets painted very negatively by people like me. There is actually a not zero percent shot at paid parental leave under the Trump administration. It's very slim for a number of reasons we could get into, but in 2019, he actually signed legislation to approve paid parental leave for some federal employees, which is shocking because, oh my God, you're spending money on people who have nothing to offer you. Mr Trump, that is not a character, but we welcome it, so it's possible that we could see more of that.

Speaker 3: 1:00:56

Yeah, but it doesn't affect him specifically. But you're seeing where he's going. Once again. He doesn't have views. He was pro-abortion before. He was anti-abortion. He has views based on the people around him and you're seeing the pro-family values really chip in. And I do think if you're looking to invest in benefits or buy stock in benefits that are going to do stuff, whatever that might be, in any capacity, it's going to be the pro-family values. It's going to be the parental leave. It's going to be, once again, we want you to have more kids. We want you to have these values. We want you to have the family. We don't want the abortions Stuff like that.

Speaker 3: 1:01:39

I definitely do think he is going to invest because, even though it doesn't help him specifically, I do think part of this term I'm hoping that he realizes this is his swan song. He's not running again. He at some point in this presidency. He is so egotistical and this is a good thing. In some ways he's going to look at his legacy and he's going to look at what he can do from his legacy standpoint and I think things like paid leave and family value issues will tie into that and I do believe strongly that at some point in this presidency he's going to look at his legacy and I do think that's going to be one of the ways he's going to try enhancing it universal health care in there.

Speaker 1: 1:02:10

Man just like wrapping up up yeah that he's not gonna do I definitely know on universal health care.

Speaker 4: 1:02:18

Uh, if, anything he'll try to create something to give uh private health insurances some kind of benefit or leg up on government sponsored health care. He wants to get as many people off government health care as he can yeah, I mean, and he's done some good stuff like that.

Speaker 3: 1:02:31

Once again, he's done in his first can, in his did the ICHRAS, which are the individual HRAs, which is surprising because he's pushing people towards the Obamacare marketplaces. But he allowed employers to create these health accounts to buy. Instead of having an employer paid policy. We're going to give you money to buy money off the exchanges. That was something we did in the first term to enhance stuff like that, the HSAs.

Speaker 3: 1:02:56

He's a tax man. He's going to look at the financial aspect. So when it comes to things that are tax benefits and things that will help the rich hide money in certain regards and his buddies and himself hide money he's going to do that. So let's take full advantage of those situations. So I do think, when it comes I don't think it's all doom and gloom when it comes to health care yes, certain things abortion rights, fertility, dei rights, 100% those are going to be under attack. But I do think stuff like parental once again I hate to say it, but the family values aspect of the benefits, things like ICHRAs going to the individual marketplace, benefits to help child care, paid leave and stuff like that I do think we might see a major growth, specifically towards the tail end of his presidency, where he is looking to build a lot of legacy.

Speaker 2: 1:03:40

I know we are over time, so I'd love to jump to our crystal ball. Well, it's all been a crystal ball, but our closing crystal ball predictions here, if that's okay with you both. It sounds like the theme of the night is workplaces really are going to have to take charge in terms of setting the tone for what the experience is, and Francesca and I talk about this often. Do your due diligence when you're choosing your employer because, guess what, you're choosing them as much as they're choosing you. So with that, in 60 seconds or less, share your boldest prediction for how jobs, politics and policy will evolve under this administration by 2028. Boldest your boldest. You're big and bold. We'll come. Well, I'm gonna rock the vote right now.

Speaker 4: 1:04:27

Unless he dies or is literally too sick to put up a fight, trump will not peacefully relinquish power in 2028, and I know that because he tried not to do that last time. I mean, that shouldn't even be bold. That's like beyond obvious to me that unless he is dead or too sick, he's going to cling to it. He's not going anywhere. But let's look at how that affects people at work.

Speaker 2: 1:04:52

If we will.

Speaker 4: 1:04:53

We are going to see tax cuts. Uh, they're going to probably favor corporations and the wealthy and what they choose to do with those tax cuts. Hopefully we see enough pushback on soft policy that the downwind effects that trickle down that we've been promised since the 80s that should come any day. Now I hope we actually will see some of those tax savings invested into the workforce. I hope, but that may not be likely because we will see a retraction of union power.

Speaker 4: 1:05:23

Donald Trump has said that he will veto the Protecting Workers' Rights Organized Act, the PRO Act. He is definitely going to scale back NLRB efforts. There are cases on the docket now which could dismantle or greatly gut the NLRB. So we are going to see much more diversity of protections, state by state ton of litigation of federal agencies under the Trump regime trying to curtail certain rights and protections and the coalition of democratic AGs trying to fight that. So we're going to see a lot of lawsuits, a lot less union power, probably some tax cuts and maybe, hopefully, as a result of those tax cuts, your employer offers some kind of enhanced medical or other programs for you. Those are my predictions currently.

Speaker 3: 1:06:18

Okay, you took the dark side.

Speaker 3: 1:06:19

I'll take the light side of things, please do. I think, my biggest prediction. Well, I think if we ran this podcast every six months, our answers will change every six months for the next four years. That's the boldest prediction. I think that's not even bold. I think that's obvious.

Speaker 3: 1:06:33

What I see and I think interesting is, I think the HR world and my focus is on HR and human resources and, as a benefits consultant, those are the ones I deal with on a daily basis I think the role of HR is going to skyrocket. They've wanted a seat at the table for years. They're slowly starting to get it. I think you're going to see, over the next four years, them really have a larger seat on the table for all the reasons we've spoken about. There's so much going on in the workforce where HR is going to be so necessary that they're going to need to have a seat at the table. So my bold prediction is we're going to see a significant growth in the human resource space, and there's going to be good, there's going to be bad, and there's going to be good, there's going to be bad.

Speaker 3: 1:07:16

Our hope and optimism is that the businesses are able to take the good and benefit from the good and will work around the bad. I think it's going to be a lot more pressure on the workforces. I think it's going to be a lot more reliability and it's going to be more important and this is really where HR comes in. Employers are going to be much more specific of picking where they work. I posted on my LinkedIn today the famous thing from Jerry Maguire show me the money and that's where you chose your job and that's where you chose you're going to work. That's not going to be in four years. The next four years. That's not going to be what employers are looking for. They're going to be looking for culture, because they're not getting it anywhere else. And the employers, hr, finance, the CEOs, the C-suites.

Speaker 3: 1:08:00

It is going to be so important to build a culture within your organization that you're going to help attract and retain, because there are going to be a lot of obstacles against you and their roles are going to be done significantly. And show me the money is not going to be the answer, it's show me the culture. At this point, I just made one catchphrase.

Speaker 2: 1:08:14

The culture we got gotta make some bumper stickers, harrison, I'm already making shirts.

Speaker 4: 1:08:17

I'm I'm stealing that and I will not be giving you credit.

Speaker 2: 1:08:20

Harrison, I'm sorry we're gonna work on that statement, harrison, we'll give you, we'll put your photo next to it. Uh, francesca, what about you?

Speaker 1: 1:08:33

you know I I will go out. I just to be very candid, I vote on like predominantly on social justice issues and after the select, I voted for kamala. I'm sure that's not. That's probably obvious. Um, I try to write an rfk, but after the election, the feeling I had was know, when you're dating someone and you're like I think they're cheating on me, but I'm not sure. And then you find out they're cheating on you and you're like well, now I know.

Speaker 1: 1:09:05

And there's a freedom in kind of knowing. This is what you're dealing with and what I think will be very interesting over 2028, and this is not an optimistic or negative I think what you're going to see, especially in organizations and Harrison to your very good point around culture is now it's going to be very clear, for whatever reason, what your company stands for or not, what kind of culture your company has or not, and you can opt in to whatever that is as an employee. And that's where I'm actually kind of like that meme eating the popcorn and just walking it, because everybody has the opportunity to choose their lane at this point. Yeah, I'm excited about it, the clarity that comes with knowing that someone's cheating on you.

Speaker 4: 1:09:54

I agree with and I do think that the big winners over the next few years, um, spoiler, big shock. Uh, women make up a large percentage of the workforce and they are incredibly talented. Uh, I am one of only two men in my organization. Uh, that's not for any discriminatory reason, just the most qualified candidates have happened to be women. So I think we are going to have a very strong trad culture that's pushing back that sort of oh, men are in the office, women are at home. But organizations that open up their culture, open up their doors to female professionals, are going to be the big winners, because if you make that kind of talent feel comfortable in your organization, you have a leg up on the people who make them uncomfortable.

Speaker 2: 1:10:37

Yeah, I would say the research out there shows also that women are better leaders. Sorry, I did a whole episode on this based on a recent report, but also we lead the buying power in this country, and so I think when corporations are making decisions about how they treat employees and how they show up in the world, they're going to have to really think about that. Women are more than 50% of this population and we have the power to impact their bottom lines for each.

Speaker 3: 1:11:06

Now we need to teach the voters they're better leaders, but that's it.

Speaker 1: 1:11:09

By the way, women buy on all sides too right by the way, women buy on all sides too, right.

Speaker 2: 1:11:19

So I guess my bold prediction was going to be that I think overtime is grossly going to get thrown out away completely. They're really trying to get rid of overtime and paying people overtime. I feel so passionate about this subject, but I agree with Harrison, I agree with all of you actually. I think culture is going to be at the center, and I don't think it just falls on HR. It falls on every leader within an organization to run culture. It's not HR's job to lead culture, and, in fact, organizations that lean too much on HR are going to lose, because it has to trickle down from the top, and so I think if you are paying attention to your employees and you're caring for them, through all of the whiplash, you will come out winning, no matter how things go.

Speaker 4: 1:12:00

That's a really good point, mel, and I think one thing employers should realize is just because the federal government says you can do something doesn't mean you should. There's a lot of things as an employer I could do to my employees if I wanted to, and they have no redress. But guess what? They're just going to leave. If you're going to be a bully and point to the rules and say, oh, the rules say I'm allowed to do this, it's like you're allowed to do it but it's not a good idea.

Speaker 3: 1:12:22

The other interesting thing is they might benefit from that. The fact that it's not mandated gives them an advantage, because not everybody's doing it. When it's mandated, everybody's doing it because you have to do it. If you're not mandating and you're doing it anyway, you're going to get a leg up on the good quality talent, because they're going to want to work for you guys. Yeah, 100%, that's the glass half full.

Speaker 4: 1:12:45

It's a positive, that's fantastic, Harrison, I agree, and not to gloat, but I have a really fun sort of rule at my firm that's different. We comply with overtime rules in California, of course, but we have a special overtime rule that is not required, but it's the rule here. If you're ever asked to do something that is outside your normal job duties, regardless of how many hours you've worked, we pay time and a half for that. If you are an office manager and I ask you to take on a role that maybe the intake specialist would normally do, are an office manager and I ask you to take on a role that maybe the intake specialist would normally do guess what Time and a half. The reason we do this is to help avoid things like people feeling scope creep and then they wake up one day with a million new job responsibilities they never agreed to and no raise.

Speaker 2: 1:13:26

Duties as assigned.

Speaker 4: 1:13:29

Exactly. I don't do that because I know firsthand the resentment that that can create. So I'm not trying to say, oh look at me, I'm the best employer in the world.

Speaker 4: 1:13:37

It's smart to say you're doing something outside your job duties time and a half. So employers who are always looking for a way to nickel and dime their own employees they're going to lose and you know what's going to happen is those employers are going to go to people like me and look for anything. Any violation they can to sue those guys over is going to go to people like me and look for anything, any violation they can, to sue those guys over.

Speaker 3: 1:13:56

Disruption creates success. Disruption does create success. Look at COVID, look at everything the people did really well during those times because they adapted. People are going to adapt to what's going on with Trump. There's going to be people who are going to be very successful and there's going to be people who are going to fail under the Trump administration. It might not be the people you think. It might be the complete opposite of people you think. It might be people who see differently than him, because they're adapting to what's going on and they're making themselves better because of it, and we're going to see a lot of success. We're going to see a lot of failure, like everybody, and we just hopefully all your listeners now have to listen to this.

Speaker 4: 1:14:34

They're going to be on the successful side. Yeah, I think the people who can be pragmatic despite any moral or personal outrage we see to what's going on will be the winners.

Speaker 2: 1:14:40

Absolutely Adaptability. Yeah, protect our peace too. All right, thank you both. So much, Francesca. I'm handing it over to you.

Speaker 1: 1:14:48

All right, everyone. Thanks so much for joining us today. Please like and subscribe, and follow us on your work, friends, on the platform of your choice. Also, feel free to join us on any of our socials on Instagram, tiktok or LinkedIn as well. Harrison Ryan, thanks so much for joining us today. Appreciate you both.

Speaker 4: 1:15:05

Thanks so much for having us Always great talking to you, Harrison. You're a lot of fun too. I guess we'll hang out more.

Speaker 3: 1:15:10

Well, we'll definitely talk Ryan. More Well, we'll definitely talk Ryan. I'll follow you now and I feel bad. You're attorney, ryan. I should have been employee benefits Harrison but people don't forget what you do.

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Melissa Plett Melissa Plett

Belonging & Unhiding at Work

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.

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


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.

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Melissa Plett Melissa Plett

The Ego Equation for Leadership Success

What makes great leaders different—and how do you measure it?
In this episode, we sit down with former DocuSign CEO Dan Springer to unpack the Ego Equation:

(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.

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


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.

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Melissa Plett Melissa Plett

Open Talent

Rigid roles are out, and fluid talent is in. John Winsor breaks down the open talent revolution—and why your next big opportunity won’t come from climbing a ladder, but from thinking like a portfolio builder.

In this episode, we sit down with John Winsor, Executive Fellow at Harvard Business School’s Digital, Design, and Data (D³) Institute, Open Assembly Founder and Author of many books including Open Talent: Leveraging a Global Workforce to Solve Your Biggest Challenges,

We dug into how the open talent revolution is transforming how we work. John unpacks why both companies and workers are shifting to portfolio careers, and reveals why "we own employees" is a dying concept being replaced by "I'm gonna make it so sexy and attractive that I'm gonna attract you into it." Adopting an abundance mindset can unlock new career growth.

Your Work Friends Podcast: Open Talent with John Winsor

Rigid roles are out, and fluid talent is in. John Winsor breaks down the open talent revolution—and why your next big opportunity won’t come from climbing a ladder, but from thinking like a portfolio builder.

In this episode, we sit down with John Winsor, Executive Fellow at Harvard Business School’s Digital, Design, and Data (D³) Institute, Open Assembly Founder and Author of many books including Open Talent: Leveraging a Global Workforce to Solve Your Biggest Challenges,

We dug into how the open talent revolution is transforming how we work. John unpacks why both companies and workers are shifting to portfolio careers, and reveals why "we own employees" is a dying concept being replaced by "I'm gonna make it so sexy and attractive that I'm gonna attract you into it." Adopting an abundance mindset can unlock new career growth.

Listen or watch the full episode here


Speaker 1: 0:00

One of the things I could never figure out is like leaders, where did the concept of we own employees ever come from? It's such a crazy concept, right? It's all my people. I do the work that I am demanding they do. What the fuck? That's so crazy. Hey guys, I've got a cool project over here. I'm going to make it so sexy and so attractive that I'm going to attract you into it, and then I'm going to take you into it, and then I'm going to take really good care of you, and that always seems to work out better, right.

Speaker 2: 0:43

Welcome to your Work friends. I'm Francesca and I'm Mel. We are breaking work down, so you get ahead, Mel.

Speaker 3: 0:52

How are you doing? I am doing excellent. Thank you very much. It is like 70 degrees, I can't complain. How about you Listen?

Speaker 2: 1:00

it's good, Mel. Do you know where your water meter is?

Speaker 3: 1:05

No, I have no freaking clue. It's somewhere outside of my house, but I just get those ads all the time about buying insurance in case the water pipe breaks from the street to your house.

Speaker 2: 1:14

Yeah, I came home from dropping off Enzo and the city was outside, they're flushing the fire hydrants, but they couldn't find our water meter, and so I was like, do you know where your water meter is?

Speaker 3: 1:24

And I'm like if the city can't find it, what does that mean for you?

Speaker 2: 1:28

You're just shit out of luck. Yeah, not stealing a lot of confidence from our friends? Are you guys billing me? Yeah, yeah, yeah.

Speaker 3: 1:35

Yeah Well, we had such an amazing conversation and just fun conversation with John Windsor. Conversation and just fun conversation with John Windsor, the author of Open Talent. For those of you who don't know John, he's an entrepreneur, he's a thought leader and he's a global authority figure on the future of work. He's currently the executive in residence at Harvard Business School's Laboratory for Innovation Science at Harvard Lish. Founder and chairman of Open Assembly and, among many. First, john founded Victor and Spoils in 2009, the world's first ad agency that sourced from the crowd. He is the co-author of Open Talent and also the author of Flipped Spark Beyond the Brand and the co-author of Baked In Just an all-around rad person doing pretty amazing things. How do you feel about this conversation?

Speaker 2: 2:28

Listen, john's one of those guys you just want to. Can I just talk to you about life in general?

Speaker 3: 2:33

The insights from this episode awesome, and we've been talking about open talent for years.

Speaker 2: 2:40

If you don't know what open talent is in general, it's basically that organizations will move to having contract or gig like work, either sourcing those gigs either internally in their organization so you can move around and do more projects, as opposed to being decked to one team and one boss for years and years and years. Right, you're going to move around to different projects based on your skills, or they're going to get that talent externally. You and I have been working in this way, mel, for the last 10 years with Deloitte. We worked with this all the time.

Speaker 3: 3:13

Oh yeah.

Speaker 2: 3:14

You. We had what was called adaptive organizations, where you had a core of full-time folks that were really geared towards strat and relationship and we hired out right when we needed to for the projects. We did this all the time. This is something that's going to become more and more the norm, especially with AI, especially as organizations are getting really focused on only having full-time workers that serve their core competence or, quite honestly, it makes sense financially for them to carry full time. It has massive benefits to an organization. It has really interesting benefits to employees that want to live a portfolio type of life.

Speaker 3: 3:54

It's also a huge retention play for that core group if they can get it right internally.

Speaker 2: 4:00

Listen, if you're going to learn about this topic from anyone, you're going to want to learn about it from John. Not only has he lived this with Victor and Spoils, with Open Assembly and with Harvard, he sees this all the time. Plus, he just gets life Great person to learn from.

Speaker 3: 4:15

With you on that. Listen, get the book. Get the book, go to his website. We'll include all the socials here so you can follow him, because you absolutely should and with that here's Jon Windsor.

Speaker 2: 4:43

All right, jon, we're here to talk about open talent.

Speaker 1: 4:45

Yeah, which is very exciting.

Speaker 2: 4:48

I loved reading this book. It actually brought me back to my Deloitte days because and you mentioned Deloitte in the book- multiple times. Yeah, yeah, and you've lived this life with Victor and Spoils and Open Assembly. This has been your world.

Speaker 1: 5:02

It has been how would you define open talent.

Speaker 1: 5:05

Open talent is just an operating system. Where you have it depends on the side of the situation, though. From a company perspective, it's really relying on variable costs. Talent right From an individual side, it's having a portfolio career and having the confidence to do that. It's hard because I think we've all been taught at work there are all these rules and regulations and you can't step over the line and you might have to do something that breaks some kind of unsaid cultural rule or legal rule, whereas when you're on your own, you got to pay attention to everything. You've got to be way more optimistic and way more aggressive, and that's a huge shift for a lot of people. It's really been difficult for people to shift.

Speaker 1: 5:44

So for us I use the term because I was trying to figure out a term that certainly born out of open source software. That, to me, was the first thing, but secondly, it's like how do you think about open talent externally, building external talent clouds and internally, like how do I create a system that allows everybody in the company to participate in a way that helps the company get to the outcomes they need but yet gives the freedom to people for them to explore and be a part of advancing their career. It could be a software engineer going. This stuff sucks. I want to be in marketing. What's the opportunity? Most people have to leave the organization to do that and how do we create an internal talent marketplace that allow for that exploration.

Speaker 1: 6:26

And then my history is more around the idea of crowdsourcing ideas and we built a bunch of stuff at Harvard with NASA, around the Center of Excellence for Collaborative Innovation to solve really hard problems. And over again we see that crowds always trump experts and it's because of the adjacent knowledge and the ability to not be encumbered by tried and true ways of doing things that are very linear. It's very much throwing caution to the wind and trying new things. So those are the three legs to the Open Talents Tool and I tried to use a term that built off some history, played to the idea of open and then laid some groundwork that you can use it anywhere.

Speaker 2: 7:05

Organizations. In my experience, they'll start with the external marketplace. Oh, we're going to start hiring folks from open assembly or Upwork or something like that. They'll do an external marketplace where they're trying to bring in folks to do project-based work or at the most basic level. One of the things that's been so interesting to me is, to your very good point, I find most organizations lag on the internal marketplace. My entire career has been in talent development and it's so interesting that most organizations are sitting on such raw talent that career development is the number one thing people want, more than pay your rear, and that mobility internally is such a key thing. Have you found the same thing that most people feel like it's easier to go external than it is to queue that up internal? Do they do it at the same time and why? Yeah, I love compound questions.

Speaker 1: 8:01

No, it's great. I think that the issue really is the managerial level and it's really talent hoarding. If you've got a really great team, you're like, oh, I can't have them, instead of going hey, you guys, in the context of my team, you guys are all hired guns, like you're working here because you want to on this team. You're working here because I need you. If I do something wrong, you might want to jump off the team. So need you. If I do something wrong, you might want to jump off the team. So why not start from the basis of just hey, come if you want, leave if you want, if you need some help doing something else, totally fine. But if you're not passionate about it, you're like life's way too short. But I think it's that change in the leadership and the bureaucracy and the allowing. One of the things I could never figure out is like leaders. Where did the concept of we own employees ever come from? It's such a crazy concept. Right, it's all my people. I do the work that I am demanding they do. What the fuck? That's so crazy. Hey guys, I've got a cool project over here. I'm going to make it so sexy and so attractive that I'm going to attract you into it and then I'm going to take really good care of you and that always seems to work out better, right? If you can say it's an honor to work with you guys, come be a part of it. I'll make it really important for your career, for you as an individual, instead of saying you got to be here at this time and these are the requirements and blah, blah, blah, blah blah.

Speaker 1: 9:23

I think it's the old white man issue in culture, right? I think that's what happened over COVID and I think that's why there's been some push to return to office. Is that, like old white guys sit in a corner office all by themselves, they've judged their importance and their identity on how many people were in the cubicles outside their office and, sorry, it doesn't work that way anymore. People do great work all over the world and you just want the best talent. So that's a shift, right? Do I want to control the talent? Because if you want to control the talent, you are not going to get the best talent. Or do I want to work with the best talent and like, how do I do that? How can I be curious? How can I get people engaged?

Speaker 2: 10:09

Yeah, it also reminds me of something that I read in the book. Mel and I both sorry Mel, not to out you. It's fine, we're both a bunch of woo-woos and one of the things that you talked about in the book was abundance and this idea of abundance. It's so funny because more and more I'm just like oh shit, it's everywhere. Woo-woo is everywhere.

Speaker 1: 10:19

As in Vine's new book, right, yes, I mean which is fantastic, and I agree.

Speaker 2: 10:25

I feel like there's been this model of scarcity. This is mine, this is my piece of the pie. I'm going to piss through everything, so I protect my territory. No, you can't have this talent, even if it's in the same company versus.

Speaker 3: 10:41

Even if they aren't doing anything right now. It's so selfish.

Speaker 2: 10:48

It's so selfish, it's so selfish it is. It is, and moving into that kind of abundance mindset is a really interesting flip around. There's enough great work to go around. There's enough currency from a leadership perspective to go around. The other thing that I was always so surprised by as someone running a team there are always times where it's way cheaper to contract that out or bring in somebody for a smaller period of time, or you can be the best planner and still have these oh shit moments. We need staff, aug here, or we need someone to take this on. It's so interesting that even in the most numbers-driven organizations that they don't get the efficiency play and a budget play. It's a slam dunk Totally. I think you a slam dunk Totally.

Speaker 1: 11:25

I think you're really hitting into something. It is a scarcity mindset, but I can't. Maybe I'm trying to defend the old white guys, being an old white guy.

Speaker 1: 11:33

But I think what's happened is the whole world was set up for white guys to be managers, right, you go to Harvard Business School, where I work, and you get your degree and you have a system and you have a process. And then you go to a big company like a Deloitte and then they have a process and a system and anything that's variance outside that system just doesn't work. But one of the problems so many companies are having is that mindset is a vestige of an industrial age and truly you think about Drucker's work or even more modern thinkers like Jim Collins work. The philosophy is a scarce philosophy because the raw materials, the talent it was scarce. He didn't know where to get it. Education was really scarce, but I have to hire from an Ivy league school because that Ivy league business school education is way better than anything else and not so much. It was like I, I gotta get this raw material from somewhere because there's only one place in the world to get it and it's really limited. Probably not that way anymore and now that we're in this digital age where there's much, much more abundance, I think we're going to see that completely accelerate. With ai, yeah is that we don't have to think that way anymore, but it's's a vestige.

Speaker 1: 12:43

One of the things we talked for a second about the Ezra Klein book and one of the things I found so interesting is he really takes on kind of democratic cities that have created scarcity through bureaucracy around housing, and I noticed it here in Boulder. One of the things that's really interesting is, yeah, boulder's become way bigger than it was and it's a bummer for all of us. You guys live in Portland, right? One of the problems is we've had this kind of let's shut the gate after we're here, and so one of the things that's happened, which I didn't really understand and I really resonated with that Ezra Klein abundance idea, was that boulders become outrageously expensive. There's still a three-story limit to buildings, and if you could take a building and build a five-story building instead of a three-story building, all of a sudden it makes economic sense to do low-income housing, but at a three-story building you can't cost it out to do that, and so by having this, we've got to make the place beautiful. We've got to make sure this is a scarce resource. It becomes a self-fulfilling prophecy that there's not enough pie to go around. I think that same thing applies inside companies that over decades have had this kind of scarce commodity Even in the beginning of the digital age.

Speaker 1: 14:07

I still have this vestige of I got to get rid of some of the photos on my phone because there's just so much shitty. I took a picture to send to my wife on a piece of pizza. Do I really want that as a memory? But then I think about like in the IFD of abundance is like. It doesn't cost me anything, it doesn't. I shouldn't worry about. Like. Why would I worry about that? Why would I sit around for two hours and select the photos on my phone that I need to throw out?

Speaker 1: 14:36

The reason we do that is because at one time there was only so much room on our computer or our phones to do it, and so we needed to continually manage our resources, and so I think we're just seeing this kind of natural evolution towards abundance.

Speaker 2: 14:47

Yeah, I think there needs to be that switch right and there's that opportunity for that switch towards abundance in corporations. I'm wondering what your perspective is on folks that are working right now, because I feel like there is also a scarcity feel. Consumer sentiment is in the tank, hustling employers is in the tank. There is a fear that AI is going to take my job, absolutely. What's the abundance lens for employees, or is there one?

Speaker 1: 15:14

Yeah, I think there is. I think, first of all, that you got to dissuade the scarce mindset of living beyond your means. I don't know about you guys, but the happiest people I know doesn't matter where they are on the economic scale If they are somehow having more income than they spend. It could be some dude living on a beach. He gets, catches tons of fish and he does the whole like coconuts and he's totally happy, right, yeah, so I think that's the thing, right, that the kind of abundant mindset. There's more tomorrow, that. And I find that interestingly in places like mexico or indonesia or even japan. I was just in japan skiing and I just so surprised how people are just so gentle and so thoughtful, and I think it's because they have this abundance they don't have to be on that bus or even though the bus is small, there's abundant space to put another two or three people in. So it's just this really beautiful sense of it's all going to be okay. But it's hard if you've got a huge mortgage and you're stressed and you buy into all this stress. I don't know. I think that's part of it is refactoring things.

Speaker 1: 16:19

I'm teaching some stuff at Harvard, but I'm teaching a class at Denver University and on freelance and what? My assumption is that we're all going to have portfolio jobs. You guys do, I do. That's just the future, right, it's just what we do. But how do we train these kids to do it? And so it's like a one-day sprint. But one of my really odd takeaways is there are all these rules and regulations around AI. So I decided it's going to be a class about using AI to create a class about AI, and the kids are going to be in charge of designing a class with AI about the best way to teach kids about AI. Does that make sense?

Speaker 3: 16:59

Yeah.

Speaker 1: 17:00

So I only want to do it because I want to poke the bear. There's lots of 20-year-old professors that have been there for 20 years. They use the same syllabus and I want the kids to so rock new kinds of syllabuses and say, oh, this took me 10 minutes to do, oh, I can bring this out in a half an hour.

Speaker 1: 17:16

And I want to be open about it. I want to be like the next time a professor tells you not to use AI. Use AI, Sure to use AI, Because this is the future. This is what we need to learn. We all need to learn this. It's a new skill we've got to learn and we've got to look at it abundantly. Try to be creative about it.

Speaker 3: 17:43

I love where this is going because I'm a huge believer in open talent concept. I think as someone who's worked in talent my whole career and then worked in talent acquisition, and you see the talent that comes into an organization. You also see when it leaves and you're like what happened to that guy? He was awesome and I think a lot of it is like that lack of opportunity, as you said, like things can get stale or they might have a leader who's holding on to them for dear life Right but they're not really thinking about the employee and what they need to feel purpose and meaning in the work that they do. So I love this concept and really believe in it. I also think there's a huge opportunity to unbreak innovation within an organization, because what keeps me up at night is how much innovation is lost because we don't have this type of model.

Speaker 1: 18:26

When you think about who didn't we tap into to find, like hot Cheetos no it's funny because I just was on a conversation yesterday with a consulting company that won't be named.

Speaker 2: 18:37

Does it rhyme with Beloit? Yeah, just joking.

Speaker 1: 18:41

That's a good guess but I can't confirm or deny. And there was a new senior person and we were having a conversation and I was like how's it going?

Speaker 2: 18:50

And I don't know.

Speaker 1: 18:50

I'm like how's it going? He's on board. He's been like six weeks and I'm getting there and I got another five weeks and I'll talk to you in six or seven weeks about this project that we were supposed to start like eight months ago and I was like I don't know if I'll be around then, but try my phone and if I'm up for something then great. But good luck with that onboarding. I'm glad you're going. Everything about the family history of the organization and what they were doing back in the 1800s.

Speaker 3: 19:15

Exciting stuff. Exciting stuff, exciting stuff.

Speaker 1: 19:17

Really relevant to how you do your job.

Speaker 3: 19:20

Yeah, oh man, I'm really excited about where your work is headed. One of the things that you talked about was moving away from hierarchies to networks. I love that because I think about the silos and all the dollars lost on redundant work that happens across organizations. But you have those organizations that are just holding on to this so tight, like this is how it works. How do organizations who are so used to this hierarchical structure, how do they even start to begin to make that shift so this works for them?

Speaker 1: 19:49

If you figure that out, will you let me know?

Speaker 3: 19:53

Yeah, what's one small step they can take to test and learn.

Speaker 1: 19:57

It starts with an open dialogue, right, and, unfortunately, the things that I see. I don't know if you guys see it, but the bottom's just begging for this, right, like Z folks trying to be more flexible, and the very top is really focused on the outcomes and it goes beyond the C-level and gets dropped into some bureaucracy and everybody starts following the rules and it's just crazy. It's just really crazy, I think, especially with ai, for those leaders that are more curious.

Speaker 1: 20:26

They're just going to go around the bureaucracy, right, they're just going to go yeah I'm going to take some smart people, give them some ai tools, go build, build something. Blow up the bureaucracy. We did a case study recently on Coursera and they have a really amazing CEO and he's trying to figure out how to push things with AI and one of the examples he used his team came up with and one of the examples was when you have a course and you want to translate it into 20 different languages right, so 20 courses, 20 different languages. It was 12 weeks and $10,000 per translation, and so that's $4 million. Somebody on his team said I think I can do this in chat, gpt, and now the system costs him $40 per translation and takes about three hours to do with that, with the fact checking and somebody leaning into it. So I, so it's saved them.

Speaker 1: 21:22

What is that? Eight hundred dollars or something like that. It's such a radical shift in cost. But to me, the really magical thing is that was a huge friction point. Certainly some people who are translators lost their jobs and that's a real bummer. But but for the rest of the organization sitting around waiting 12 weeks for a translation, it just kills the organization. Like I got a new course. Is it in Spanish? Damn, it's not in Spanish. It won't be in Spanish for 12 weeks. I'm off to the next thing.

Speaker 3: 21:50

But it's also like thinking about those translators and how do you continue to use them to be that human checkpoint for AI, right? Like how do you take that group of people and use them elsewhere?

Speaker 1: 22:00

I think some of it has to be mandated.

Speaker 2: 22:02

I was at this.

Speaker 1: 22:02

Eric Von Hippel is this crazy, really amazing guy that in his eighties at MIT works on user innovation, and Charlie Shee's guy from Harvard. We had this round table and we're talking about innovation. So charlie told the story which just totally blew my mind. The port of la, the biggest port in america, 10 000 workers, all union longshoremen, just had a strike last year. What they didn't resolve in the strike was automation. That's still on the table. They're still arguing about it. It takes five minutes to load a container. Once the truck pulls up a container onto a ship, right. So 10,000 people, five minutes to get the work done, organized, but very disorganized. Then he showed a picture of a port in Shenzhen in China, four times as big. It takes 10 seconds not five minutes, but 10 seconds to put a container on a ship Four times as big. Guess how many employees works at the dock 200.

Speaker 1: 23:05

Zero, oh yeah, really, yeah. Zero. It's all automated, it's all powered by hydro. There are like 25 people sitting in a control tower oh sure, yeah, the core crew yeah, but nobody is down near the ships, it's all automated.

Speaker 1: 23:22

And and charlie's point is a really good point we're sitting here fighting about people holding on to legacy jobs, saying my grandfather was a longshoreman, my dad was longshoreman, I deserve to be a longshoreman, my dad was a longshoreman, I deserve to be a longshoreman. And in China their point is sorry, technology replaced that. Here's three training modules or three different training paths you can do, but you don't have a job as a longshoreman. That is no longer a job that you have. And I know that we get into this weird place, especially in the US, on like self-determination and choice and things like that, but unfortunately we can decide to change the type of employment that we have and mandate it, or the market's going to decide for us, and I would suggest that the turn of the last century. There are probably a lot of buggy whip manufacturers and people that made buggy whips that were really good, but I don't know too many buggy whip manufacturers anymore that are around and a lot of people got displaced, but that's just the way it goes.

Speaker 3: 24:18

What are those folks that used to walk around to light the lanterns or to wake people up in the morning? That job went away too. I feel like in every generation there's that shift. It's great that legacy existed in some of these jobs with your family, and there's something really special about that when you think about it. But at the same time it's did you want to do this job because of that or because it's what you really wanted? If, now that you have the opportunity to think about something else, you could maybe do, what does that look like for you?

Speaker 1: 24:43

What do you need to pay attention to, right? Do you guys remember? In the book there are all horses in one car and then, 10 years later, in 1913, there were all cars and one horse in 10 years. We're thinking that our progress is up going through the roof and we're changing so fast, but that would mean that our streets were all horses in 2015. And that there would be cars now. That would be like saying, oh, we had cars and now we have flying right autonomous and if you consider that tesla's been going since 2003, like this transition is not that fast.

Speaker 1: 25:29

And you could say that, oh, isn't it sad for all the people that took care of the horses and the stables and the people that picked up the shit on streets, and Some of those jobs weren't really great, but they needed to change. Sorry, we don't need your services for shoveling shit.

Speaker 2: 25:45

Here's my thing on that, though. China, for example, is offering retraining opportunities for people. So here are the three paths you can go on. I'm looking at organizations, and there are only 18% of organizations that are actively reskilling their people for new jobs.

Speaker 1: 26:02

And then, beyond that, what skills are human skills and what skills are synthetic skills? Right, a thousand percent.

Speaker 2: 26:08

Or hybrid or hybrid. My concern comes from whose responsibility is that to retrain those people? Is it government? Is it corporations? Because I don't see anyone taking up the reins there.

Speaker 1: 26:23

I know it's an irresponsibility right. Unfortunately, our unfettered capitalism is all about maximizing profits or shareholder return in the very short run and you can't think beyond the next quarter. So AI is a hot thing. Let's get rid of all these people and hire a bunch of AI people and not oh, that's's going. Let's retrain a bunch of people. They've already committed to the company. It's going to save us a ton of money. Here are the people that can really do that. It challenges the core western philosophy of self-determination. Right, you should have trained yourself on ai six months ago. We're going to hire somebody that has six months worth of experience.

Speaker 2: 27:01

Yeah.

Speaker 1: 27:07

And I think we just need a little bit more of a collective mentality. There are pockets of companies that get it and usually, in my mind, they're usually singularly owned. They're owned by some maverick who doesn't really care that much. Yeah, I want to make more money, I want to do this, but I like Judy down in shipping, I'm going to take care of her. It's interesting, right, because I would say because Patagonia is always a really interesting case for me.

Speaker 1: 27:26

There are a lot of people at Patagonia that were there way too long, but they just so added to the culture. He answered the phones way after you needed a receptionist, but his name was Chipper Bro, and Chipper Bro remembered everybody's name. He remembered everything. You didn't go on hold. You talked to Chipper Bro. He's like where are you going on your next surf trip, dude? Oh yeah, I'd go here. It made Patagonia who they are, just that human connection.

Speaker 1: 27:56

But I think what happens is, if you have that kind of feeling, then, in the same breath, yvonne walked in one day, and long time ago, and 10% of the revenue was non-organic t-shirts, and he didn't like that idea. So he cut the t-shirt line and said let's put the money that we're going to make here into subsidizing farmers to grow organic cotton and then in five years we can buy that back and start t-shirts again, and that's really bold. But if you're secure, knowing that you're going to have employment, you're part of it. Even if you get let go in an honest, thoughtful way, then you're fine with it. But it's these kind of dark room, black box oh, this division has to go, no rhyme or reason. It sometimes feels. Oh, the CEO is not going to make his bonus unless he lops off a thousand employees.

Speaker 3: 28:43

Yeah.

Speaker 1: 28:44

And it just doesn't work.

Speaker 3: 28:45

Agree, you mentioned we have a very short window to start to get this right. So, when you think about this, if you test this tomorrow I'm thinking of the renegade we were just talking about that's not going to pay attention to the rules. And just let me try this out. For the renegade leaders out there who are like, yeah, I'm going to try this open talent model and how that lines up with AI too and what we need to look at, what would you advise for them to do to dip their toe in this?

Speaker 1: 29:11

I think first you have to have a mental model right. So you've got to have a thesis and you got to get agreement on the thesis. So, francesca, like you said, going from scarcity to abundance I think that's the first thing is saying the world's abundant. We have so many opportunities and we have to figure out how do we get to the opportunities we need to grow or to do whatever we want to accomplish. Above that, most companies even struggle with the idea of purpose, like why are you even in business, besides making a few people rich? So, understanding what your purpose is, understanding that it's really an abundant mindset. But then, after that, I think it's really getting focused on outcomes. What are the outcomes I need?

Speaker 1: 29:46

And then let's what are the tasks we need to do to get to those outcomes? And then what are the skills we need? And we know that right now, in the next few years, it's going to be AI 24 seven. So how do we retrain people? How do we get people up to speed? How do we get the right talent in place?

Speaker 1: 30:02

What I've noticed in leaders that get it, it's not that sensitivity and wavy grave, it's also even a more radical, I wouldn't say brutality, but at least honesty. So I was in a meeting in New York last week and we had this big kind of ai training for this large company and that so the head person, that's, the editor, and all her staff. They literally just blew off the owner ceo to request to be there and they flew to a concert and it's because they had to cover it for the magazine and they've refused to adopt ai and refuse to do anything like. That's cheating. Can't have AI write our articles. So we spent five hours working through some of this stuff and the CEO looks around the room and looks like he won't have a job on Monday, meaning the editor that decided to take her staff and do something else. To me that was not a brutal move, but it was more of an acknowledgement that, hey, this is scary times.

Speaker 1: 31:05

Thank you so much for committing your time and being here at my request. If you don't want to be here, it's totally fine, I get it. I don't have time to babysit, sorry. We've got a lot of great things to do and we're going to use technology and we need to satisfy our customers and our customers have a lot of friction in their lives and we got to solve for that. And if're going to use technology and we need to satisfy our customers and our customers have a lot of friction in their lives and we got to solve for that. And if you want to not do what's best by our customers, then that's great. There's a lot of other great things to do in the world and I love that. I love the kind of just like certainty because, as much as it's a bummer for a few people, it shows the rest of the organization like whoa. We're going for it.

Speaker 1: 31:42

And there's not some like clandestine non-talked about conversation in a non-transparent way, but if it's very transparent and very open. So that's the third part of the stool. What's my purpose? The abundant mindset and then the ability to move fast and make great decisions.

Speaker 3: 31:58

And that story is so poignant because you hear that all the time when change happens, where someone really just is like fighting versus how can I lean into it? How can you reframe your mindset right now, maybe be open to what's possible? It might have a positive effect for your experience here.

Speaker 1: 32:15

Yeah, it's almost like we could never have an AI aggregate comments on our website, because somebody has to take the time and understand the nuance. Good luck with that.

Speaker 3: 32:25

I've done a lot of synthesis and I will tell you I am so glad AI exists to help with that. How can someone listening today, who's in that traditional space of wherever they are, start to really think about how they can? What would they be as a freelancer, even while they're still within this assigned job? How can they start to test that for themselves of what that might look like, so that when things do change, they're ready for it?

Speaker 1: 32:51

Yeah, definitely do some side gigs. Yeah, like Moonlight. Start right away. Doesn't even matter, right, like the cost of failure is so low. Start a podcast. I don't mean to set up a bunch of people. You guys are already wrong. Sorry, you guys have already pierced through the stratosphere. Just go try some shit. Right, like? I think that's the sad thing, right? It's like when we're kids the world's our oyster. We have so many possibilities and somewhere along the way we forget we have to do all these things we have to do, and that's just total bullshit we don't have to do them we have these mental models that we feel so obligated to do things.

Speaker 1: 33:29

And then for most people we've had a lot of tragedy and we've gotten stung on some things. But I think back to our opening comments. This is the time for optimism. I think everybody has to grow into an optimist. I think pessimists are going to have a really difficult time because the world's not paid to be the same.

Speaker 3: 34:00

All right, we're going to jump right in with some rapid round questions for you. Typically one word answers are okay, we're not going to judge if you do that, but if you'd like to elaborate, please do. How's that sound?

Speaker 1: 34:11

Yeah, for sure, all right Perfect.

Speaker 3: 34:14

All right, it's 2030. What is work looking like?

Speaker 1: 34:28

looking like. Oh man, it's looking somewhere in Indonesia with your phone and waiting for the next set to come in as your agents do all the work for you.

Speaker 3: 34:34

Sounds nice, actually, sign me up. What's one thing about corporate culture that you'd like to just see die already?

Speaker 1: 34:41

Bureaucracy.

Speaker 3: 34:43

Sometimes it's like turning a cruise ship to get things done.

Speaker 1: 34:46

Oh my God, it's horrible.

Speaker 3: 34:48

What's the greatest opportunity most organizations are missing out on right now?

Speaker 1: 34:53

Tapping to the people's passion, or not just their people's passion, but the passion of the culture, and what I mean by that is like the larger culture of customers and suppliers, and it just that's so sad that there's like us against them inside, outside all that stuff. It doesn't work.

Speaker 3: 35:09

Yeah, I like that. Okay, all right, now we're going to get personal Are you ready yeah. Okay, what music are you listening to right now? What's on repeat on your playlist?

Speaker 1: 35:18

I'm a discover weekly guy, oh okay, and I love that because I love so much music. But the idea of just sitting down every Monday morning going, oh my God, a whole new playlist Some weeks it's awesome, some weeks it sucks. And the thing that kind of has been turning me out lately are these two guys, hermanos Gutierrez, these guitar players. Okay, and they would be a funky Spanish flamingo kind of thing Anyway.

Speaker 3: 35:44

Oh, that's so nice, that's awesome.

Speaker 1: 35:46

Yeah, top of mind, okay, Expecting, like Katy Perry or something.

Speaker 3: 35:50

No, I had no expectations. I do this because one I'm interested. Like you, I like music from everywhere and I love that DJ feature that they have on Spotify. Have you tried your personal DJ yet?

Speaker 1: 36:01

No.

Speaker 3: 36:02

They haven't, I gotta do it, okay, yeah, I'm old school Okay. They throw in some of your favorites and some new stuff into the mix. Good for road trips. Yeah, what are you reading right now?

Speaker 1: 36:17

Reading could also be listening to a book. I was just talking about an amazing book the other day that I've read a couple times and I just love it. It's called Perfume and it's got the subtitle something creepy the smell of death. It's all like 1400 or 1600s in France about a super smeller. Unfortunately, right now I'm like totally absorbed. There's too much going on in the world, although I have to tell you guys, somebody just sent me this great podcast. My wife and I both listened to it. It's called fierce intimacy. It's really good. I was like, yeah, it's like in. The old concept is like you have to fiercely fight for the relationship and you've got to give each other space about it. You got to likecely fight for your relationship and you've got to give each other space about it.

Speaker 3: 37:04

You've got to like total transparency. I like that. Yeah, just get in. Be in it.

Speaker 1: 37:06

You're in it, be in it. Yeah, don't avoid it.

Speaker 3: 37:09

I love that. Okay, the perfume one is so interesting to me. Francesca and I talked about this when we went to Tuscany. You recommended the Santa Maria Novella perfumery place. It's just such an interesting history with perfume, yeah.

Speaker 1: 37:21

And the whole super smeller thing and the people that they used to hire do that, and oh, it's so crazy, that's so cool. What a cool history. Who do you admire most? Oh my God, that's a good question. My dad, for sure. My dad's still alive. He's a modern day Ernest Hemingway. Such a stud, I would say. There's a collection of people right. I think that there are lots of people that inspire me for different reasons. Tinker certainly one of them. Good friend, like we talked about, Francesca.

Speaker 1: 37:49

My wife Emily she's definitely kept me going, yeah, yeah.

Speaker 3: 37:56

Good stuff. We like to hear it. What's a piece of advice you would love to give to others because you didn't have it for yourself a long time ago?

Speaker 1: 38:05

The guy told me this and my wife at the time, bridget, and I we just adopted two kids from Russia and we always hung out at this coffee shop and this guy kind of looks like Albert Einstein. I used to have a one man, albert Einstein show, len, and he didn't have any kids Kind of looked at our kids and they were like two or three and looked at us and looked at the kids and he's I have some parenting advice for you. She was like oh no, lynn, I don't know if you want to hear it, and he said that some mother had told him this said most parents when kids do things that are outside the norm, they always say be careful.

Speaker 1: 38:51

But be careful creates all this fear. It's like be careful, you might hurt yourself. Be careful, that's too high, be careful, that's too fast. So instead just always say pay attention. And so if your son or daughter says I'm going to climb that tree, if you say be careful, it's should I or shouldn't I climb the tree, instead of saying pay attention, meaning go as high as you want, but pay attention to your inner feeling and how you're willing to explore, and when you're not feeling comfortable, come back down, it's all about you.

Speaker 1: 39:19

And so that's something that was really magical for me as a dad to allow my sons to explore. But it's also, I think, a really good thing to think about in work, right, and it's like there's so much fear, especially around this new world of AI, and like how do we be less careful and pay more attention?

Speaker 3: 39:38

I really love that shift in thinking.

Speaker 1: 39:41

It's crazy, just to pay attention.

Speaker 3: 39:42

Yeah, what a shift, and it totally eliminates the fear out of things.

Speaker 1: 39:46

I know right it does.

Speaker 1: 39:48

One of the things I just love about AI is back to Einstein. It's that Einstein quote that says if you gave me a problem and an hour to solve it, I spend 55 minutes on the problem or the question, five minutes on the solution. And I think somehow in the industrial age we got so focused on the execution and the solution right and solving the problem properly. And what's so great is now the cost of execution is going to zero. But it's really the value of what's the problem you're trying to solve. How do you really define that in an interesting way? It's an exciting time, it is. There's a lot to look forward to solve. How do you really define that in an interesting way?

Speaker 3: 40:20

It's an exciting time, it is. There's a lot to look forward to. Yeah, exactly.

Speaker 1: 40:23

A time to pay attention.

Speaker 3: 40:25

A time to pay attention. For sure, we loved having you here. We love the book Open Talent, everybody. We appreciate you being with us today. Thanks for joining us.

Speaker 1: 40:36

Me as well. I really enjoyed it.

Speaker 3: 40:41

It's been such an honor. 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.

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Melissa Plett Melissa Plett

Managerial Sabotage

Management is in crisis…

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.

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


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.

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Melissa Plett Melissa Plett

Overcoming the Broken Rung

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

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


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.

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Melissa Plett Melissa Plett

The Power of Mattering

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.

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


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.

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Melissa Plett Melissa Plett

Employment is Dead

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.

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


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.

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Melissa Plett Melissa Plett

The Work of Your Life

People fuel business.

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.

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


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.

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Melissa Plett Melissa Plett

More Human in the Age of AI

We’re all being told to master AI, but what if the real secret to thriving at work is doubling down on what makes us human?

In this episode, we talk with Jacqueline Carter, author of More Human, about how leaders can build their edge through awareness, wisdom, and compassion.

If you're feeling overwhelmed by tech changes or unsure how to lead right now, this one’s for you. It’s not either/or. It’s not about keeping up. It’s about choosing to start with human.

Your Work Friends Podcast: More Human: How the Power of AI Can Transform the Way You Lead with Jacqueline Carter from the Potential Project

Your Work Friends Podcast: More Human in the Age of AI with Jacqueline Carter

We’re all being told to master AI, but what if the real secret to thriving at work is doubling down on what makes us human?

In this episode, we talk with Jacqueline Carter, author of More Human, about how leaders can build their edge through awareness, wisdom, and compassion.

If you're feeling overwhelmed by tech changes or unsure how to lead right now, this one’s for you. It’s not either/or. It’s not about keeping up. It’s about choosing to start with human.

Listen or watch the full episode here


Speaker 1: 0:00

It's like a lot of organizations right now. It's like they're rolling out high-end Ferraris but not teaching anybody how to drive, and that's just a waste of money.

Speaker 2: 0:21

Welcome to your Work Friends. I'm Francesca and I'm Mel. We are breaking down work, so you get ahead, mel. What's the good word?

Speaker 3: 0:31

I'm heading to Rhode Island and excited for that. How about you? Very nice, pretty chill over here, pretty chill over here. I showed Robbie the picture of Enzo on the first day of first grade and the last day of first grade of Enzo on the first day of first grade and the last day of first grade.

Speaker 2: 0:46

For those of you who don't know, I have a seven-year-old. He started first grade with a shaved head. He ended first grade with this mop of curls, a gold chain. Dressed in all black, he either looks like he's a sophomore in college, at USC, or is going to start really getting into creed sometime soon. I don't know. It's all over the map.

Speaker 3: 1:03

I love his style evolution.

Speaker 2: 1:05

We let him dress the way he wants to. He picks out all of that. He asks for a chain. We got it from TJ Maxx or something. It's not like he has a real gold chain or anything like that, but it's interesting watching your kid make choices.

Speaker 3: 1:18

Yeah, it's just fun to watch their personalities evolve. I don't know, I think it's really cool, but I do too.

Speaker 2: 1:24

I will allow him to wear anything but sketchers. My child will not be wearing sketchers. What's your beef with sketchers? I just I cannot, I like cannot stand that brand. I don't know what it is it's like a joke it's like a joke.

Speaker 2: 1:42

I don't like a joke. I don't appreciate it. I don't. It's not real, I need it to be. Oh my God, every once in a while, especially when he was younger, he'd pick some up and some of them had. They would light up underneath and I'm like, absolutely not Like. I will let my kid wear the craziest shit, except for Skechers. Absolutely not.

Speaker 3: 2:03

No, I love it Speaking shit except for Skechers? Absolutely not. No, I love it Speaking of style. We launched some merch on our website. We are independent and we want to keep it that way, but if you feel so inclined, check out some of the merch that we put up there. We thought there's some pretty cool designs over there. To check Any purchase that you make helps us stay operational, so appreciate your support and you get a cool hat or sweatshirt or something.

Speaker 2: 2:28

Good hats for summer sunscreen. That all works out. It's all good stuff.

Speaker 3: 2:31

We had such a great conversation earlier this week with Jacqueline Carter. She's an author, speaker, a senior partner and a director for the North America Potential Project. She's an expert in leadership, development, mindsets and corporate culture and she just came out with this book More Human. This is an opportunity right for us to lean into our humanity in the workplace and really see AI as a partner, but also taking some precaution as we go through this evolution. What did you take away from this conversation?

Speaker 2: 3:07

We've been talking about the future of work and AI and even things like oh, we have to lean into our deeply human skills for the last 10 years. This is not something that's new. What I think is so different about what Jacqueline and More Human, the book and the potential project are talking about is they're making it really easy to lean into those more human skills that you really need to. In this conversation and also in the book, jacqueline outlines this trifecta of how to make yourself a more human leader. As technology takes on more and more of work. How do you lean into that humanity, that trifecta being awareness, wisdom and compassion, and I love that, because you and I have both seen this these deeply human skills as a laundry list of 30, 40, 50. And you're just like Jesus Christ. How many do I have? These are the top three. If you're going to do any, do these?

Speaker 3: 4:00

Yeah, I really liked that. I also liked the concept of moving away from either or. You could either have AI or humans. You can't have both, but this is a both and conversation. There's just a lot of power in that. Everybody's going through this shift. I don't think I get any news alerts that don't involve AI in the title these days, but if you and your team are moving through, this is a definite book to check out With that. We think you should check this conversation out. So here's Jacqueline.

Speaker 2: 4:50

So I think every day, maybe multiple times a day, I'm asking somebody, sometimes jokingly what timeline are we living in? Because it just feels like some fascinating times for various reasons, but really amazing times for opportunity. And I'm looking at this moment in time around AI, this moment in time around humanity. What made you see this as a moment in time, as like a fork in the road, especially for leadership?

Speaker 1: 5:17

So, as you guys know, I'm part of an organization that's a potential project.

Speaker 1: 5:21

We are a research and leadership development organization.

Speaker 1: 5:24

We've been focusing on researching and supporting leaders and global companies to be able to enhance their potential for the past 15 years, and what we're really excited about is we really do see this is an amazing moment in time in terms of human leadership and when we look at it, we really see that with artificial intelligence and, specifically, of course, generative AI, we have the opportunity to really make this major shift from management, which none of us really liked to be able to lift, into leadership, which is really about elevating our ability to be able to enable other people to realize more of their potential.

Speaker 1: 6:02

And if and I think that's the big if we're able to navigate this, we really see a potential opportunity for a future of work that is really quite inspiring and, I think, one that could be really quite hopeful and flush with possibilities. At the same time, we also see a lot of darkness, and I think that's really why it's never been more important to be a leader, and it's never been more important, as a leader, to be able to lean into the kind of choices that we need to make about the future of leadership.

Speaker 2: 6:32

One of the things I'm curious about is you mentioned these more human kind of aspects of things. Like we have this opportunity to really reach this different level of leadership potential. How do you define more human in an AI-powered world? What does that look like?

Speaker 1: 6:47

We come at it very much from a research and data perspective. So what we've done, like I said, over the past 15 years has really distilled what we see as being three core qualities of leadership excellence in terms of being able to bring the best of our human potential. And they're going to sound simple but simple is not easy. And they're going to sound like common sense, but common sense is not always common practice. So, fundamentally, a first core quality is awareness being able to be aware of what's going on internally and also aware of what's going on around.

Speaker 1: 7:16

The second core quality is wisdom, and this is very different than knowledge, but wisdom is basically the discerning capacity of mind, to be able to discern what's happening so that I can make wise choices.

Speaker 1: 7:27

And the third core quality is compassion, and compassion the way we define it is to be able to do the really hard things that we need to do as leaders, but to be able to do them in a human way.

Speaker 1: 7:37

So when I operate with compassion, say, I'm able to give really tough feedback, but do it in a way that helps you to be able to hear it, so that it supports you in your development journey, as opposed to you feeling degraded and depressed, and what we see from a data perspective is that only 16% of leaders are really ready to be able to lean into these core skills that we believe are critical in the age of AI. 60% have potential, but 24% probably really shouldn't be leaders. I think we've all seen leaders that have been promoted because they had great technical skills, but they really don't have these human skills that we know are critical for the future not only be able to leverage the benefits of AI and overcome the risks, but we know there's going to be massive transformation in the world of work in the coming years and we need leaders who can really lean into those human elements to be able to guide the workforce and create the work context of the future.

Speaker 2: 8:33

First of all, those data points resonate. I think all of us that have worked especially in corporate you're like, yeah, that tracks, that tracks. Maybe you haven't had a leader that leads with awareness, wisdom and compassion, or maybe you had one and you remember them for the rest of your life. Right, they just make or break your work experience. We're not seeing a lot of organizations invest in what we will call these deeply human skills. Yet, to your very good point, only a small percentage of people are ready. Most people aren't getting trained in those. I'm curious about that moment in time where the mindset shifts, where people start to pull in that direction. What does that look like? What's that mindset shift that separates someone that has that AI augmented leader trifecta of awareness, wisdom and compassion? What is that shift that people are making?

Speaker 1: 9:24

Yeah, I do love that you point out that not enough organizations are investing in it, and that's one of the things that we feel very privileged is we, of course, work with many global companies that are actually prioritizing the human development aspect in parallel with the AI advancements, and I think when we see organizations that say, yes, we've got to be able to roll out the technology, but at the same time, we want to make sure that we emphasize the human, the way that we see that, it's like a lot of organizations right now.

Speaker 1: 9:51

It's like they're rolling out high-end Ferraris but not teaching anybody how to drive, and that's just dumb, that's just a waste of money. And so the light bulb for us really goes on for leaders is when you know these aspects of awareness, wisdom and compassion and that's why I said they're common sense is because, when you dive into them, we all innately have these capabilities it's whether we have the permission to be able to develop them, the permission to be able to see the benefit and we again look at it very much from a research and data perspective Leaders that have these high awareness, wisdom and compassion are able to create the conditions where people feel more empowered, where greater trust, greater performance, greater job engagement, when you create the conditions where people know that there's a prize at the end and, at the same time, you give them a path to be able to support them in that development.

Speaker 1: 10:38

Oh, I can develop compassion. Yeah, I may have a set point where I'm good or not good, but there's a journey and I can see how to be able to take that journey and to be able to be supported along the way.

Speaker 2: 10:51

Yeah, yeah, I really love to. By the way, that it's three. Having been in talent development my entire career and we've been seeing this deeply human skills that you're going to need. It's a laundry list. It's typically a laundry list of at least 10. And to be able to have this distilled down into a framework of look, this is the three that will reap the most benefits that you really need to be focusing on Huge One question that might be a little controversial. I'm going to just ask it. Here we go. All these organizations are investing heavily in tech but not in the human aspect of it. Buying a Ferrari and not having someone know how to drive, would you say. People need to invest in the human first, or they are better suited to invest in teaching people how to drive first before they buy the car?

Speaker 1: 11:39

I love the question because one of the other things that we found in our research and it was a little bit surprising to us was that if you just like and we call them human purists so let's say, if you just invest in the human, which we were like, yay, this would be so great.

Speaker 1: 11:54

Imagine an organization that just invested in the human and we're like this would be awesome. But the reality is that the smartest human being is a little bit smarter when they leverage AI, so it really does have to be a both and and. That was, I think, one of the key insights that we came is this paradox. So the journey, we believe you need to start with the human, because if the human, like great tools in unskilled hands are not great tools, like you can do a lot of damage with a hammer or you can build a house with a hammer, so you need to be able to have the right skills. So you need to invest in the human development. But the opportunity now is to augment these great human capacities that we have. But we can augment them with AI. My awareness enhances when I leverage AI. My wisdom enhances when I leverage AI. My compassion even enhances when I leverage AI. So it's really a both and from our perspective.

Speaker 3: 13:10

I'd love to drill down further into what each of these look like in practice, alongside AI, because in the book there were some really good case studies, if that's okay. Yeah, awareness, when you think about that skill set, that human capability what does that look like daily, alongside the use of AI tools?

Speaker 1: 13:28

Absolutely. Definitions are always important, because awareness can sound like a really big word, but the way that we look at awareness is the ability to, like I said, be aware of what's going on internally and, at the same time, be aware, to the extent that I can, of what's going on externally, and we know. Let's just take a simple example situational awareness. Right, it's been for many leaders for a long time. We've been told that not everybody is the same and so we need to be able to be situational. And Mel, what you like is different, francesca, than what you like, but that's really hard. Like, how can I, as a mere human, be able to really keep track of oh? Can I, as a mere human, be able to really keep track of? Oh, when I communicate to Mel, it's a little bit different than when I communicate to other members of my team. And these are the kinds of things that AI is really good at. Ai is really good at being able to track what Mel is, what's important to you, what kind of messages resonate with you as opposed to what would be useful for other employees, and so again, and that's why that awareness of being able to be more aware of what's happening with my employees what's important to them can really then enhance me. My awareness is lifted. And these are just some examples.

Speaker 1: 14:33

But we also see, like sentiment analysis. I sent out an email to my organization. Ai tools can let me know was it opened, did anybody read it, how long did they read it for when they responded? If they responded, what was the? Did anybody read it? How long did they read it for when they responded? If they responded, what was the sentiment associated with that response? And this is gold, because this can then enable me to be able to enhance my ability to communicate more effectively. And I think these are just some examples. But that's again from an external perspective. But then from an internal perspective, ai can help to be able to challenge me on maybe my biases, on my limitations, on my blind spots, to be able to support me in a development journey if I'm open to that. So these are just again some of the ways, but we just see it's a really an amazing tool to be able to support enhancing my awareness.

Speaker 3: 15:19

Awareness and wisdom and compassion are all critically important right For the future for this to be successful. But it stood out to me. It felt like compassion might be more of the linchpin here, because I think you had mentioned it's the one thing that AI can't replicate. What crystallized that for you from your research?

Speaker 1: 15:39

Yeah, and I would say the way that we see awareness, wisdom, compassion, they're all linked right. It's how, neurologically, how the theory of mind, how the mind works, like we perceive, then we discern and then we respond, and so very much that responsive capacity of mind in an ideal world for leaders that want to be effective, is compassion right To do those hard things and do it in a human way. And what's super interesting is that we really have been with great interest following the advances of AI. We know that right now, people actually prefer and sometimes feel like an AI chatbot is more empathetic than a busy leader, right, which is not surprising, because an AI chatbot has all the time in the world to say oh Mel, I'm so sorry that you're having that problem, how can I help? It isn't rushed to be able to get to the next meeting.

Speaker 1: 16:30

But the key thing and I think the reason why, mel, to your question, why it's the most important is because, even as AI gets better and better at being able to mimic human emotions, it's programmed, of course, with all the intelligence that we know around emotional intelligence, around human psychology, human behavior. Fundamentally, human beings were social beings. We feel each other, we thrive based on each other and fundamentally, even though and this was so interesting what the research shows is, even though people found that the AI chatbot was more engaging, they felt empty inside, they felt fooled when they found out that it was an AI chatbot, because, fundamentally, human beings prefer messy but authentic other human beings than perfect, programmatic, empathetic AI.

Speaker 3: 17:17

Yeah, of course, in the news, just like when video games were villainized, right, you think of some of the horror stories that are also coming out as well, because AI is essentially acting as a mirror of the person who's using it. It's interesting. I'm curious about these three pillars, because you mentioned what was it? 16% have these skills and 60% can use some training on it. That's a pretty big gap, and then 24%, who are never going to get there. Of these three pillars, which do you feel people struggle with the most?

Speaker 1: 17:49

Yeah, I love that question and maybe I'll just say this, and I hope it's okay but what we did find is, within that 16% one, in four women, only one in 10 men.

Speaker 1: 17:58

That's a whole nother podcast. I just wanted to say, yeah, exactly, very interesting data. It's really interesting around that 60%. A couple of things that surprised us. Sometimes a non-result is as interesting as a result.

Speaker 1: 18:12

One of the things that was surprised us is we were surprised that there wasn't more differential around level, so we expected to see a real difference in seniority and, specifically, around wisdom. We just made the assumption that people that were and, by the way, I should say that data that I shared that's not based on leaders rating themselves, that is, employees rating their leaders. So this is in the eyes of the employees. So, based on 360 data, do I see you, as a leader, as being able to demonstrate these qualities of awareness, wisdom and compassion, which is quite different than when leaders rate themselves? So what's interesting is that. I would say, though, that still, our experience working with leaders is that most more senior leaders have figured out how to manage their mind, how to manage their time, which is a lot around the importance of awareness. Do I know what to focus on? When am I able to read the tea leaves, to be able to say this is most important and I can let this go. Most of them have a good North Star, which is really around that wisdom capacity, and that's why it is the one that we emphasize.

Speaker 1: 19:15

I do think especially more senior leaders struggle with the compassion piece, and oftentimes what we do see, and what's really interesting, is that we see, as leaders rise in ranks, their ability to engage in a compassionate way in the eyes of their employees goes lower, and that we find really interesting.

Speaker 1: 19:33

And it makes sense because, of course, as you rise in ranks, you're making bigger decisions that affect more people, you have a bigger span of control and you don't necessarily have those same touch points, and so it makes sense that a leader might be seen as being less compassionate. But the key thing is that we also see leaders that use that as an excuse, and what we see is there's a real opportunity because we know, just because you have a big span of control, we know that doesn't mean that you can't show up with compassion. That compassion piece is probably the one that all leaders can develop and I would say, at more lower levels of leaders, we do see a lot of that awareness. Right, it is that starting point, because you can't really dive into wisdom and compassion if you don't have good awareness about what might be getting in your way, if you can't manage your mind and manage your time. We were surprised that there wasn't more differential by seniority, but that is our experience working with many leaders over the past decade.

Speaker 3: 20:27

It's really interesting to see that, but I could also see why it's probably the lowest with compassion just given when you grow, If your organization isn't going to give you opportunities to nurture these things while we're going through this massive technological shift at work. What are simple ways people can start to nurture these things while we're going through this massive technological shift?

Speaker 1: 20:50

of work. What are simple ways people can start to nurture these three qualities in themselves today? Yeah, yeah, I love that question and I've always been inspired by the quote be the change you want to be in the world If you want to be a good human being, which is really around. What these skills are? Be present, be wise, be caring and those are, I think, key things in terms of your own brand. And, of course, there's a lot of resources. Of course, our book is one resource to be able to provide some practical tools around it.

Speaker 1: 21:13

Probably the starting point is really around the intentionality, and we oftentimes, when we work with leaders, we look to be able to have simple brain hacks to be able to help you In this moment. Like, what's your intention? And right now? My intention is to be of service. That's my intention. If you ask me a question, I'm going to try to be of best service, and just those simple things can really help us as leaders. When I show up for my team, it's like I just want to be present and I want to be able to be able to support everybody in the best way possible. I'm just going to be a good listener. Whatever it is, the starting point for all of us is really around setting our intentions and using that as our North Star, because we know being a leader today is really hard. Let's be real, yeah.

Speaker 3: 21:56

I think if that's all you can do is set the intention and always go in with that's always a good starting point.

Speaker 1: 22:01

Then afterwards have opportunities for reflection, say how did I do? And then you get that learning cycle. So these were my intentions, this is how I wanted to show up in this meeting and then to give myself the space and the grace to be able to say, okay, how did I do, what did I learn? What do I want to implement for tomorrow?

Speaker 2: 22:19

I want to talk a little bit more about the both end, the both end because I feel like there is this reality, especially with folks right now.

Speaker 2: 22:28

their companies are probably like get to know AI, understand AI, your job's not going to go away. The person who knows how to use AI is going to take your job. We're hearing all of the tropes and we know that those folks that lean into these really more human skills are the ones that are really going to thrive, not only for themselves, but, honestly, for their team. Who wouldn't want to work with a leader like that? I'm curious about how people can start to tiptoe into this, especially that both end thinking and really make the power of AI and our human capabilities work.

Speaker 1: 23:00

It's really the best marriage of mind and machine and the way that we look at it, and this was really based on hundreds of interviews that we did and also our data collection but when we looked at each of these different qualities, there's a really nice kind of both and aspect of looking well, what's the best of tech and what's the best of human, and so, for awareness, the way that we framed it is in terms of AI is amazing at content, like more content than any of us could ever grasp, but human beings are amazing at context. Why am I here? What's important? What are my intentions, what else is going on, what else is relevant? And that ability to be able to marry that context setting with then leveraging content is a way to be able to get the best of both.

Speaker 1: 23:44

On the wisdom side, ai is amazing. Any question that you have, it'll give you an answer. And what humans, though, are really good at if we have the time and space is really good at being curious, beginner's mind like to being able to think outside the box and our critical thinking to be able to. When we get an answer from AI, I'm not really sure that's a good answer. What would be another question.

Speaker 1: 24:04

So this marriage of questions and answers is a way to again really have that both and thinking. And then, on the compassion side, the way that we looked at the both and was really human beings fundamentally are able to connect with their ability to care, their ability to create trust, their ability to look at you and say I care about you, you're important to me, and to be able to lead with heart. And AI, like I said, it's programmed with all of the best knowledge of human behavior, emotional intelligence, and so another both end is to be able to say okay, I care about you guys, and how can I be able to use that care and leverage AI to be able to help me? Because we have to have a difficult conversation or we need to move an agenda forward and I don't know where to start, but I want to be able to engage us in that process, and so those are some of the key things that we really see as being a way to be able to marriage the best of both minds and the best of both technology.

Speaker 2: 24:56

Do you see that changing as AI gets more eugenic and gets smarter? Do you see this changing or do you see these are evergreen?

Speaker 1: 25:06

It was one of the questions that we asked and that we continue to ask in our research, and so far we do see that these are evergreen, and that's why I think it's so interesting is that even though AI is getting better at, let's say, context, it still doesn't have the amazing wealth of understanding and experience that a human does.

Speaker 1: 25:27

And I think that even when we look at agentic AI like it still is at this point in time and again we're looking at a horizon of the next three to five years it still needs to be told what to do, it still needs to have ground rules and it still is limited in terms of what it can do. And even though it's got a really big box, still is limited in terms of what it can do. And even though it's about a really big box, thinking outside that box is still something that is in the realm really of still of us mere mortals. So, at least for the next three to five years, we see these as evergreen and hopefully that, leading with heart, our aspiration, our hope is that will always be augment with AI, but something that is evergreen in terms of bringing out the best of our human leadership.

Speaker 2: 26:08

I also am really taken with your finding about even though AI can communicate with emotion, if you will people. When they found out that the bot or the chatbot was a chatbot, they were left feeling empty. I'm very taken with the fact that people still innately want a human right and I wonder if that's never going to change, even when AI becomes like minority report and singularity and all this good jazz. I wonder if there's some sort of magic, juju, that we're always going to want a human, no matter what, and these things are always going to be the case.

Speaker 1: 26:40

Yeah, I deeply hope so, and I do think that is the case. The problem, though, is that these are at risk Our human connectivity. We know that there's an epidemic of loneliness and this was before Gen AI came out and we know that organizations that are heavily AI dependent people feel even less connected and more lonely. Why? For a number of reasons. One, because people overuse the technology. Right, they use the technology to be able to send a message that really should be a conversation, but we also know that because, when an organization that's heavily embedded with AI, people aren't asking each other questions. They're using AI to be able to ask the questions, so they're not turning to their neighbors.

Speaker 1: 27:21

And the other thing, critical thinking. We know that 74, the recent study this wasn't ours, but a recent study showed 74% of leaders are so overwhelmed that they would prefer to have a chatbot make their decisions, and that's scary, but real right, and so I think that the problem right now is that our awareness, our wisdom and compassion is under threat because of AI it's creating. We're more distracted. We have the risk of, I will say, instead of being wiser, actually being dumber if we delegate our decisions to AI, and being more disconnected and what we really need to do, and I think that's why conversations like this are so important. We need to be really intentional about overcoming these real risks of artificial intelligence, so that we were able to leverage the benefits and not get sucked into kind of the dark side of where the future of work could be going if we're not careful.

Speaker 2: 28:13

Yeah, yeah, I wonder what you'd recommend. Let's say somebody is I'll take myself, for example, and I know a lot of people I talk to are the same way right, they have a large language model. They're using gpt, cloud perplexity, whatever doesn't matter, they're using that. It's their little assistant on this side. They're using it more and more each day.

Speaker 2: 28:34

they're reaping the benefits of the efficiency of it and maybe, slowly, they're talking to humans less and less by 30 minutes yeah, how do they like break that cycle potentially and or make sure that they're like carving out space for more of the more human attributes? Like you know how people have phone addictions, it's just put it away.

Speaker 1: 28:55

You walk away from it.

Speaker 2: 28:56

What what do people need to be really thinking about, so they don't get into the trap of only using their large language model?

Speaker 1: 29:04

First of all, I love the question because I do agree. We do know that people are addicted to their phones Many programs actually that we do with leaders. One of the most simplest intervention that we do is we take away their devices and you should see the looks on their faces Like it's just we've taken out their heart, like how could you like what? I'm going to be disconnected. And it's so interesting that they actually do go through withdrawal symptoms because they're not like, oh my gosh, what if somebody needs me? And it's really interesting.

Speaker 1: 29:31

Many of us are addicted to our technology and I do think that with these tools, because they are the large language models, as you said, they talk to us really nicely, they're designed to please, they're really engaging, to be able to have conversations with, and they never get mad at us like real human beings, real colleagues do, and they're designed to suck us in. These are money, these are not altruistic devices that have been created for the best of intentions, and so they're designed to suck us in all different kinds of ways. So what I love about your question is that we need to be able to make sure that we stay in the driver's seat. Back to the Ferrari analogy, we need to be able to make sure that we stay in the driver's seat. Back to the Ferrari analogy we need to be able to make sure that we're in the driver's seat of our technology and that we recognize, because many of us think we're smarter than our smartphones and we're not Like.

Speaker 1: 30:16

Our smartphones are designed to be addictive and until we wake up to that fact, we'll say, oh, I'm not addicted to my phone. It's like all right, let me take it away. Oh, wait a minute. So I think that we need to be aware that these tools are designed to be able to suck us in and really promote use, which, again, is wonderful because they're really useful to be able to help support us in our daily activities. We need to be really practical. Like you say put the device away, get up, go for a walk, put the device away, have a conversation, put the device away, have a conversation, put the device away, take some time for reflection in terms of your to enhance your creativity, enhance your ability to be able to think outside the box. So I think that you need brain hacks to be able to help you to not get sucked into the technology, because they're designed to be addictive. They put us in echo chambers, and that's another risk that we need to be intentional about to overcome.

Speaker 2: 31:07

Yeah, yeah. It's a very odd feeling when you realize you are addicted to your phone, even the muscle memory of reaching for your phone the other day. I have Claude and I have chat GPT and I have found I have started going straight there as opposed to wait. What do I really think? What do I really need to be researching? And so it's almost not getting rid of the muscle or not making sure I have atrophy or like human atrophy or addiction, and it is a job that is a very intentional practice, but I think it's needed, yeah.

Speaker 1: 31:41

What I loved about what you said is exactly that it's got to be a practice. Exactly, it's so easy, let's say, I've got to brainstorm, I need to write a new article, and it's so easy to go into whatever tool that you're using and say, all right, write an article for me in the style of HBR. I could even write an article that Jacqueline Carter would write in HBR, because it does have access to the web and it's so tempting to the web and it's so tempting. What I loved about what you said is no, I've got to force myself. It's like going to the gym. I've got to force myself to make sure I continue to go to the gym.

Speaker 1: 32:11

And that's the other analogy that we use oftentimes when we're talking about AI and how it can augment. It's like looking at it like an exoskeleton, right, so an exoskeleton. We know that it helps us to be able to enhance our strength. And AI can be like an exoskeleton that can really help us to augment our mind and augment our heart. But if we don't, at the same time, develop our mind and our heart, it's going to atrophy. If we just let that exoskeleton do all the work, our muscles will atrophy.

Speaker 1: 32:41

And I think what you said is exactly. It's a practice to be wait a minute. What do I think? How would I write this article? Wait a minute, what do I know before I go to my tool? What would be a good way to be able to create this presentation or to be able to have this conversation and then augment with the tool to be able to help you but don't lose the muscle? And I think that's exactly it. We're really at risk of losing some of these core, fundamental muscles, like critical thinking, like emotional intelligence, because we're over relying on our technology.

Speaker 3: 33:12

The addiction to your phone is so real. I don't know if I don't remember where I saw this, but someone mentioned if you start to have this little indent on your pinky finger where you hold your phone, that means like you forever have changed like the bone structure of your finger from where you hold your cell phone and like you forever have changed like the bone structure of your finger from where you hold your cell phone. And I looked down and I was like, is that a dent? And I started to slowly back away. For anyone listening, check your pinky when you think about getting into some of those ethical guardrails, as we're talking about not letting these muscles atrophy. We're introducing this to teams. Francesca and I are trying to advise folks on, like how to introduce this to your team without fear, like testing and learning in a safe way. Given everything that you've researched, what's like a one sentence AI policy for a leadership?

Speaker 1: 34:01

team. Oh, I love that One sentence. Policy I would say is human in the driver's seat is do not, do not allow these tools to overcome your human judgment, your human responsibility, your human accountability, and be aware of the seductive nature of these technologies to be able to to delegate decisions. If I was going to have one word policy, it would be always human in the driver's seat. And then, of course, you said just one. But I do think we are deeply concerned about considerations about using these technologies in terms of the environmental impact. We are concerned about data security and privacy, which is already a concern. It was a concern before artificial intelligence and now all of this information. And who's storing this information? How is it being used? So there's a long list, but the one is the human in the driver's seat.

Speaker 3: 34:53

By the way, the smartest policy possible when you're looking at that workday class action lawsuit, exactly, yeah, okay, I love to hear it when you think about the case studies, because you had multiple that were highlighted in the book, case studies that during your research that kept you up at night could be good or bad, but was there one case study in particular that kept you up at night?

Speaker 1: 35:14

There was one. We didn't put it in the book. So we had the privilege of being able to talk to chief people officers, chief learning officers, ceos as well as tech leaders, chief learning officers, ceos as well as tech leaders. And probably the story that scared us the most and we were shocked by this and I will not say the name of the company, but it was a story we were sitting down with the chief human resource officer of a global technology company and she told us a story about a senior executive in the organization that had been basically deep faked by somebody posing as the CEO of that company and was about to transfer millions of dollars and it scared the bejeebies out of us and this was actually like a year and a half ago and I think it gets back to.

Speaker 1: 36:02

We all think that we're smarter than our smartphones, we think we're smarter than our devices, but this it was just. It was unbelievable because I would think, oh, that would never happen to me. And when and when she talked about this case, like the guy had emails from his CEO, he had text messages, he had video little snippets telling him he was on a secret project and not to tell anybody about it and it had been an extensive scam that had been over multiple months, and this guy had absolutely no idea and he had been completely hoodwinked by it and it was just like whoa, that was yeah. So that was really scary.

Speaker 3: 36:39

Yeah, as the video continues to get better and better On TikTok right. Has anyone seen the fake Tom Cruise? Oh, fake, Tom Cruise is crazy.

Speaker 1: 36:49

What is this? And I think it's great. Yeah, it is really scary, and I do think that we are so susceptible to, if we see something, even if somebody says that it's created by artificial intelligence, we have a tough time unseeing it. It's part of our neurology, right, like we trust what we see and that is how our brain has been designed and wired over so many centuries, and so, even if somebody says, oh yeah, that was fake, it's no, it still sticks with us because we saw it, so it's real. And so I think one of the bigger, larger concerns that we have is just around the continued what's real, what's not real, fact versus fiction, but not only that like how we are so influenced by our quote, unquote peers, our tribes and how. Again, social media and I think that's one of the things that we focused a lot on.

Speaker 1: 37:37

Human beings have always had an amazing history of introducing new technologies without necessarily looking at the negative potential consequences.

Speaker 1: 37:45

Social media was designed to make us better connected, and how's that working out?

Speaker 1: 37:50

Email was supposed to save us a ton of time, I don't know, and so I think that's for us. One of the big things is that really started to scare us when we started to look at this technology is how fast it's moving, how fast it's being pushed, like every organization right now and if they're not, they should be is pushing adoption of AI, and they should right, because they got to get ahead all their competitors, so every organization is pushing adoption, but I don't think we're spending enough time thinking about wait a minute like what are the potential consequences of this adoption and are we taking the time to pause and say what are we potentially at risk? And that's really a lot of the work that we do with leaders is we talk about the adoption and how to be able to embrace it and we talk about I think, francesca, to your point like how to have the brain hacks that you say, put away the device. Let's just make sure I'm still using that muscle that I have as a good leader, as a good human being.

Speaker 3: 39:04

Okay, Jacqueline, are you up for some rapid round?

Speaker 1: 39:07

I am. I'm a little bit scared, honestly, Mel, because I don't know what's coming. But bring it on, I love it.

Speaker 3: 39:12

I promise these are harmless and fun, and hopefully you will have fun with them too. Okay, it is 2030, not far off, by the way. What's work going?

Speaker 1: 39:22

to look like no idea. Very simple Anybody that tells you that they know what the future of work looks like is making things up. I can tell you two things, though, that I know for sure about the future of work in 2030. The first thing is it is fundamentally AI enabled and it doesn't look anything like what we see it as today. And the second thing and this is both my prediction and also my aspiration, so there's a little bit of hopefulness is that those of us that are able to double down on the best of our humanity will be the ones that are thriving in the world of work in 2030.

Speaker 3: 39:57

I love to hear that. What's one thing about corporate culture? You're ready to see die already. You're actually excited it might be gone by 2030.

Speaker 1: 40:07

I do think that there are so many.

Speaker 1: 40:09

You guys, of course, have been around the halls of corporate, of the corporate world, for so long.

Speaker 1: 40:14

There are so many bureaucratic tendencies box checking, ticking, activities reports that nobody reads, emails that are just out of control, activities reports that nobody reads, emails that are just out of control. And I guess I am really excited about the opportunity for us to rethink work so that what work really becomes is the opportunity for us to really thrive in terms of human connection, ultimately, the opportunity for us to be able to inspire each other, to be able to connect with each other. That's the way we get great ideas, that's the way we build trust, that's the way we engage our customers in a way that makes them feel, wow, these are awesome people to work with, and I just think there are still so many bureaucratic elements of work today that we've been talking about for years to be able to let go of. So I hope to see those shift, and probably I'll say one thing is meetings where nobody knows why they're there and there's no agenda and everybody thinks it's a waste of time. Any time we can do that, let's do it now.

Speaker 3: 41:12

There was a tool that was out a few years ago. Francesca and I were like how do we tap into this? That used to tell people. I forget who is using it, but I read this article where one organization, anytime they set up a meeting, it told you the potential cost of that meeting based on who was in the room.

Speaker 1: 41:28

And I'm like genius we all need that Nice and of course, it's something we can get into. But a lot of AI tools, if we use them well, like they, can give us a summary. Was this a good use of time? Did everybody contribute what?

Speaker 1: 41:40

were some things that could this. There's a great tool right now that you can say could this meeting have been an email? Ai can really help us to be able to look at the quality of our human interaction and help us to be able to lean more into that. If we use it well, if we use it that's the key word.

Speaker 3: 41:59

You might have already answered this, but I want to ask just in case you have a different response but what is the greatest opportunity most organizations are missing out on right now?

Speaker 1: 42:08

Yeah, human potential. I think that right now, there is so much focus on AI and, of course, we just wrote a book and we're doing research on it and I think there's so much focus on the technology and organizations are missing out on and they're investing and organizations I get it like they're investing so much money on the technology they're missing out on the opportunity to really develop and support and leverage the best of our human capabilities, and that is what's gonna enable us to be able to use these tools well and be able to get the return on investment of these amazing technologies.

Speaker 3: 42:43

Yeah, okay, it's getting a little personal. What music are you listening to right now? What's on your playlist?

Speaker 1: 42:50

Oh my gosh. Okay, that was a real I. It's so funny. I have to say that I was just with a girlfriend over the weekend and we were laughing about like eighties music that we still love to be able to go back to as a go-to, and so I have to say I'd love to try to pretend that I'm hip and current, but people would laugh at me if I tried to pretend that yeah, 80s, 90s, those are my go-to. But I love, actually I love Pink these days. I don't know why. She just really is inspiring to me and I guess she's current. So maybe that would be my lead into modern music tech in this age, my lead into modern music tech in this age Perfect.

Speaker 3: 43:26

I'm not going to judge your 80s and 90s because I'm right along with you. I was listening to Cyndi Lauper yesterday on my drive Girls just want to have fun.

Speaker 1: 43:31

How can you go wrong with?

Speaker 3: 43:32

that no judgment. What are you reading right now? It could be an audio book. It could be like the old school turn the page. What's on your reading docket?

Speaker 1: 43:43

I'll tell you what book I just finished which I just loved. I just finished Nexus and I am old school, I have tried, I travel all the time and I tried to use audiobooks and I just I love actually. I'm a tactile reader, I just love being able to like actually, and so Nexus is a really thick book, and so carrying it around has been a real chore, but that means every time I open it up and I just loved it.

Speaker 1: 44:05

I think that he that I think that he provides such a fantastic, interesting insight on democracy and information technology and and just recognizing some real risks that we're facing with these new technologies and and, of course, the state of the world. And so I love books like that, so it's a great read. Okay, who do you really admire? Love books like that? So it's a great read. Okay, who do you really admire? Oh my gosh, there's so many people that I admire.

Speaker 1: 44:31

As soon as you said that, I guess that's what Rapid Fire is all about the first person that came to mind is Michelle Obama she just came to mind but I also, I guess, in my work I've been so privileged to work with senior leaders and I could name so many of them but particularly chief people officers right now that are really in a challenging position where they know the future of work, as we've talked about, is going to radically change and they need to hold that space where there's so much fear and, at the same time, and they need to be honest, because there are changes coming in terms of workforce transformation and anyway so I just I really admire a lot of the chief people officers, so a big shout out to all of them that are standing in this space of, at this major inflection point, work and being able to lead with courage, with care, but also with clarity and with integrity and with integrity.

Speaker 3: 45:26

Yeah, I know HR always has the tough job right. Because, you're in the sandwich between the board and the employees and what that looks like. You're always in the middle, but always with the best intentions, hopefully, and if they read your book, for sure they'll have some good guidance there. What's a piece of advice that you want everyone to know?

Speaker 1: 45:50

I think that was such a good question. I think lean in. I think that it is at least in my career and my life, I've always trusted my gut, even when I was afraid, and I always liked the definition of courage is to step into places that scare you, and I think that there is a lot for us to be fearful of, whether it's fearful of social rejection right, there's so much tension in terms of having a tough conversation or whether it's concerns about will I have the skills that I need in the future, and I guess, just yeah, leaning into the places that scare you and recognizing that you're not alone and being willing to have courage and take risks and I'm not saying I always do that, but that's advice I try to give myself and hopefully maybe that'll be helpful for others.

Speaker 3: 46:32

Yeah, I think it's good advice, right Like we're in a time where we're all learning, so now's a good time to have that courage. Where can listeners stay in touch with you? Stay in touch with what you're doing? What's the best way to stay connected?

Speaker 1: 46:45

Yeah, absolutely. You can follow me and find me on LinkedIn and please feel free to reach out. But also, as I said, I represent an amazing organization, potential Project, wwwpotentialprojectcom and a lot of the research that I shared is freely available. So if you don't want to buy the book, that's okay, but a lot of the research we post on our website and we love to, and you can also follow us on Potential Project, where we share, because this is an ongoing research and insights and, yeah, a great way just to be able to keep in touch and reach out.

Speaker 3: 47:15

Perfect, and we'll link to all of that in our show notes too, so folks can get easy access to that. Thanks for joining us today, jacqueline.

Speaker 1: 47:29

Thank you so much.

Speaker 3: 47:29

I just love this conversation and thank you so much for both being intentional and also really future focused in our discussion today. Appreciate 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.

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