Ed Batista

Ask Me Anything, Anytime: The Ed Bot 2.0

UPDATE: The Ed Bot can now be found at edbatista.ai.

Tarikh Korula, founder and coach, has trained a version of ChatGPT on the more than 1,000 essays that I've posted to this website since 2005.

We call it the Ed Bot 2.0, and you can use it to ask me anything, anytime.

(Version 1.0 was taken down when the startup that developed it was acquired.)

Privacy and Confidentiality

Here’s how your information is handled when you use this GPT:

• I do not have access to any of your interactions with the GPT. This GPT is based on my published writings, but I am not involved in your use of this tool and cannot see what you share.
• Tarikh Korula created this custom GPT, but he does not have access to your individual questions or responses. He doesn’t see or store your conversations. Everything you share here stays between you and the GPT, unless you choose to share it elsewhere.
• OpenAI, the platform behind this GPT, may store conversation data for system monitoring and improvement. These logs are typically anonymized, and OpenAI does not use them to identify individual users.
• Please avoid sharing sensitive personal details. While your input is treated respectfully, this is not a private or confidential coaching relationship, and this GPT is best suited for general leadership insights and self-reflection.

 

Photo by Fred Seibert.

9,000 Coaching Sessions (The Evolution of a Practice)

Last Thursday, March 13th, I conducted the 9,000th coaching session of my career, and the milestone has prompted a look back at how my practice has evolved over the past two decades. I'm not suggesting that there's one right way to run a practice, or that anything I do should be emulated. But I've always tried to be thoughtful about what will work best for me and my clients, and perhaps these reflections will prove useful to colleagues as they experiment with their approach, or to clients who are curious about what this work looks like from a coach's point of view.

When I conducted my 8,000th coaching session in May 2024, 1:1 coaching was my only professional activity and had been since I last taught MBAs at Stanford in 2021. This was a stark contrast to my orientation when I launched my practice in 2006 under the mantle of "Executive Coaching and Change Management." At the time I envisioned that my work would be split equally between coaching individuals and various types of group engagements.

But as the years passed several factors led me to reset those expectations. My participation in Stanford's Group Facilitation Training Program that same year opened up more opportunities to work with groups at the university, including an invitation to join the first team of Leadership Coaches at the Graduate School of Business, where I'd earned my MBA in 2000. In parallel, it became more difficult to fit group engagements into the space available in my private practice.

These developments weren't accidental, but resulted from deliberate choices made in response to my evolving capabilities and skills, the fulfillment I derived from different types of work, and my growing understanding of the respective markets for these services. I was increasingly drawn toward 1:1 coaching, not only because I felt most capable and fulfilled in that work, but also because it was much more straightforward operationally. Today I regularly talk with aspiring coaches, and I encourage them to be very intentional about their business model.

Over time I concluded that I would be best served by focusing on 1:1 coaching rather than group engagements. Coaching experience compounds rapidly, given the consistency with which issues emerge in leaders' lives. The specific circumstances vary considerably, and all my clients must feel acknowledged as individuals, but I also add value simply by reassuring leaders that many of the challenges they face are quite common.

I accelerated my learning process by writing frequently, ultimately sharing more than 900 essays on coaching and related topics on this site since launching my practice. That's the equivalent of one post per week for nearly 19 years, although I usually write in productive bursts (and my pace has slowed recently, in part because I'm so busy coaching.)

My writing primarily serves two purposes: to integrate and solidify lessons distilled from multiple clients and my reading in a wide range of fields, and to create a library of content to share with current clients that augment our discussions in coaching sessions. I've never written with the expectation that anyone encountering my work would become a client, and that's proven accurate--my referrals have almost all come through word-of-mouth. Nor did I seek to monetize my writing--everything on my site has always been freely available to others under a Creative Commons license.

But this meant that I had to monetize my time, which was another reason why I focused on 1:1 coaching instead of group work in my practice. Coaching is time-efficient, particularly given my use of a flat hourly rate rather than a retainer, and less effort is required for discovery and scoping than in group work. I decided to dedicate some of that time saved to handling all of my practice's logistics, from scheduling to billing. Years ago I considered hiring an assistant as my practice grew but concluded that I preferred owning every aspect of my clients' experience. And so after a decade my practice consisted solely of 1:1 coaching engagements, and I was working with groups almost exclusively at Stanford, with occasional workshops for company founders or leadership teams.

During those initial ten years some of the most rewarding group work I did was facilitating T-groups in Interpersonal Dynamics (aka "Touchy Feely"), and I ultimately spent more than 1,500 hours in that role. One of the reasons I pursued that work so intensively was because I found it highly synergistic with 1:1 coaching. Engaging someone on a challenging topic in a T-group with 12 other people observing and joining in the interaction made the challenges in 1:1 coaching seem easier, and the coaching orientation I brought to T-groups made me a better facilitator.

My practice continued to grow during these years in part because I was honing my skills, but also because I simply said yes as often as possible. This was easier because I'm not a parent, nor did I have many obligations beyond work. My role at Stanford was sufficiently flexible that I could see clients in San Francisco in the morning or evening before or after class. I also began working virtually, holding my initial long-distance coaching sessions via phone or Skype. I assumed that this would always be a minimal part of my practice, but I found that virtual coaching was as effective as in-person, although it was a different experience.

Looking back on this period I joke that as a coach I was a "five-year overnight success," meaning that it took that amount of time to develop the critical mass of former clients who turned out to be the most fruitful source of future referrals. This became evident in 2012 when I began earning more from my private clients than from my full-time role at Stanford, seven years after I started coaching and six years after formally launching my practice.

Despite this development, I opted to stay at Stanford for a number of reasons, including my commitment to the Leadership Labs course and the Leadership Fellows program, which my colleagues and I had helped to establish in 2007. While those initiatives had proven successful, after four years the school wanted us to revamp them, and we spent 2011-12 rolling out a radically different LeadLabs course and integrating Fellows with the pre-existing Leadership Coaching & Mentoring curriculum. These efforts were daunting, but they were also highly energizing and a tremendous source of learning.

The following years also presented me with with some unique opportunities at Stanford. In 2015 I was given a chance to teach my own course, which I called The Art of Self-Coaching. In 2016 I was invited to join the Interpersonal Dynamics faculty and teach the course that I'd facilitated for a decade. And at this point I realized that the balance I'd established in my professional life was no longer tenable--I needed more time for 1:1 coaching in my practice, and that could only come by spending less time with groups at Stanford. So in 2016 I resigned from the full-time role at Stanford that kept me involved with Fellows and LeadLabs, and in 2017 I facilitated a T-group for the last time.

I enjoyed all of that work immensely, particularly the opportunity to guide Leadership Fellows as both a group facilitator and a 1:1 coach. And while each T-group is a unique entity composed of a set of unique individuals, there are a number of patterns that reliably emerge in every group. I'll always be fascinated by group dynamics, and my grounding in this topic makes me far more useful to my coaching clients, who are often seeking to help their leadership teams operate more effectively. But I felt that I had more to learn in other settings, and it was time to move on.

I settled into a new professional routine where I taught one day a week and spent the rest of my time with clients in my private practice. The Art of Self-Coaching proved sufficiently popular that I was invited to teach it in all three academic Quarters, and so in 2017 I stopped teaching Interpersonal Dynamics in order to focus on my course, but the overall balance of teaching and coaching remained the same. These years, 2016 through early 2020, were some of the most gratifying of my career, and I will always view it as a special era. The balance between coaching and teaching was very fulfilling, and although teaching consumed 20 percent of my time and provided 3 percent of my income, it still felt like a fair exchange.

What I enjoyed so much about teaching The Art of Self-Coaching was the opportunity to create the optimal environment for experiential learning, which entailed constant evolution and refinement. I'm not a brilliant lecturer, nor am I particularly gifted at the Socratic method. I am, however, a world-class experiential educator, a role whose closest analogue is perhaps circus ringmaster. The ringmaster merely entertains, of course, and while I was a lively presence in the classroom, my intent was to help my students feel at ease while inviting them to challenge themselves, to go deeper, and to learn more in the process.

I loved being in the classroom one day a week, and I loved the fact that I was able to spend the rest of my time with clients in my private practice. I gave some thought to teaching less often, just once or twice a year instead of three times, because Amy had correctly observed that I ended each Quarter feeling depleted, and my commitment to teaching required me to maintain a waitlist for my practice. So life wasn't perfect, but I was content, and I expected to spend the rest of my career in some form of that arrangement. And then the pandemic hit, and many things changed.

Because I was already conducting roughly one-third of my coaching sessions long-distance, it was relatively easy to go 100 percent virtual. I taught The Art of Self-Coaching virtually in Spring 2020, including a version that I made freely available to the public, and it was a great experience, largely because everyone was coming together to face this unprecedented threat. But I decided to drop down from teaching all three Quarters to just one, primarily because I was exhausted and overwhelmed. My clients were facing the greatest challenges of their careers, and I didn't think I could sustain my support for them while also teaching all year.

I taught virtually again in Spring 2021, and it was not a great experience, largely because I failed to adapt to the needs of students who were also exhausted and overwhelmed. So I took a year off from teaching entirely in order to assess the role I wanted it to play in my life, and in January 2023 I concluded that it was time to retire from Stanford and focus solely on my practice and 1:1 coaching. Sixteen months later I conducted my 8,000th coaching session, and at the time that orientation still seemed right. And then things changed yet again.

In addition to triggering an even sharper focus on 1:1 coaching in my practice, the pandemic led to monumental changes in my personal life. Amy and I left San Francisco, our home for 30 years, and moved to a working sheep and cattle ranch in the far northwest corner of Marin County. It was a deeply affecting experience that taught me much about the natural world, the cycle of life and death, and my evolving identity in middle age. The seclusion we enjoyed was at first simply a respite from the chaos of life under lockdown. But it also allowed me to hone my craft like never before.

I coached all day, every day. I coached more people than ever, from all over the world. I coached more sessions in a day, and more days in a year, than ever before. In 2019, teaching all year and coaching 4 days a week, I held 672 sessions with private clients. In 2020, teaching just once, I held 851 coaching sessions. In 2021, without teaching at all, I held 988 sessions. In 2022 I expanded my hours in order to work with clients in a wider range of time zones and held 1,042 sessions. In 2023 that process continued, and I held 1,132 sessions. Last year I held 1,164 sessions, and I expect to equal that figure in 2025.

In addition to opting out of teaching, working virtually, and expanding my hours, what made this increased workload feasible is that on the ranch I had very few distractions, living among a flock of sheep and a herd of cattle on 250 acres. I think coaches are well-served by living a boring life, and I practice what I preach. And for more than three-and-a-half years it was a wonderful existence, occasionally even magical.

To be sure, rural life posed many challenges, from unreliable Internet to lost sheep to downed tree limbs that trapped us on the property until I learned how to use a chainsaw. We weren't responsible for the livestock, but we were the only full-time residents, so we still had plenty of responsibilities. But Amy grew up on a farm, and I followed her lead, and with the occasional mishap we managed just fine. And yet as we approached the fourth anniversary of our time on the farm, it became clear to me that yet another season of change was upon us.

Focusing my practice on 1:1 coaching while also living on a remote ranch for four years ultimately came to feel somewhat narrow. I still loved coaching, I woke up every day eager to talk with my clients, and I knew I was doing the best work of my career. But eventually I realized that I missed the stimulation of group experiences in my personal and professional life, from walking down a busy street to leading a workshop or teaching a class.

This was one of the reasons we decided to leave the ranch in mid-2024 and move to Petaluma, the town of 60,000 people in Sonoma County that had been our primary commercial center while living in the country. And it was also why I considered expanding my practice beyond 1:1 coaching for the first time in many years and began seeking out opportunities to work with groups again.

I explored a range of options, including returning to Stanford. I reached out to a faculty member I knew for guidance, and he was decidedly ambivalent. There were reasons I might want to come back, and there were reasons I might not want to come back, and I might not be welcomed back. Amy was definitely not ambivalent--she thought it was a terrible idea.

I had to conclude that I'd been right in January 2023: "Today I'm struck by the extent to which the courses and programs that were products of the 'new curriculum' are now viewed as features of the landscape, as if they'd always been there. This is gratifying, but it also reminds me that it's time to move on before I, too, am viewed as a feature of the landscape."

I reflected on what I was trying to accomplish in working with groups again. I wanted to work with people like my coaching clients--senior leaders who feel responsible for building a culture that enables their employees to do their best work. I wanted to foster connections between individuals and to create a sense of connection among members of a group. I wanted to draw upon the Art of Self-Coaching curriculum that I'd been developing since 2009. And whatever I did had to be complementary with my existing practice.

The first initiative that came to fruition was a 6-week virtual version of my course, The Art of Self-Coaching for CEOs, which I now offer to small groups of 6 leaders. The first cohort in late 2024 was sufficiently successful that I've planned several more for this year, and Cohort #3 begins tomorrow. I'm still pursuing other efforts, including a retreat for leaders in midlife and collaborating with colleagues to coach a company's leadership team, and I'm contemplating even more, such as a program to help coaches improve how they structure engagements and manage their practices.

We're now nine months into our new lives in Petaluma, and although we miss aspects of life on the ranch--the huge sky, the endless pastures, the addle-headed flock--it's good to have neighbors again and to be able to walk downtown. I know that 1:1 coaching is my ikigai: I love it, I'm good at it, the world needs it, and, happily, I'm paid to do it. And I feel re-grounded with new forms of group work in my professional mix, although I'm increasingly mindful of the limits on my capacity and the need to preserve open space in my life.

But even as I strive to manage my boundaries, as all happy workaholics must, I find it fulfilling to be so busy and am grateful to be of service to my clients. Barring any unexpected developments, I'll conduct the 10,000th coaching session of my career in early 2026. Maybe by then I'll know what I'm doing.

 

---

Acknowledgments

Always: Thank you to the hundreds of clients who have entrusted me with the opportunity to play a unique role in your lives and careers. It is truly a privilege that I never take for granted. Thank you to the MBA students with whom I conducted 1,064 coaching sessions at Stanford from 2007 through 2020. I'm thankful to the GSB for bringing us together. And thank you, Amy, for your care and counsel on every step of this journey.

In the Beginning: As a student and early in my career I was blessed with some of the most gifted and caring teachers and mentors a young person could want:

Lloyd Schaefer, Millicent Rinehart, Naomi Duprat, Selby Doughty (Cumberland Valley High School), Tim Dayton (Duke), Richard Lerman (School of the Museum of Fine Arts/Boston), Chris Mauriello, Dagmar Herzog, Tom Simons, Mary Gluck (Brown), the late Don Flaxman, James Van Horne, Joel Peterson, Mary Ann Huckabay, Roberto Fernandez (Stanford), Jerry Fuchs, Kathy Taylor Gaubatz, Vince Stehle, Lynn Labieniec

Getting Started: A number of people played essential roles as I began exploring coaching as a potential path in 2005 and launched my practice in 2006, and I've done my best to pay it forward:

Andrea Corney, Barbara Brewer, Carole Robin, David Bradford, Dietmar Brinkmann, Erica Kisch, Evelyn Williams, Joe Murphy, Justin Sherman, Karin Scholz Grace, Kevin Martin, Lynn Labieniec, Mary Ann Huckabay, Rebecca Zucker, Ricki Frankel, Seth Goldstein, Scott Bristol, Tim Dorman, Vince Stehle

At Stanford: A host of colleagues contributed to my growth and made my work possible at the Graduate School of Business from 2007 to 2021:

Allison Rouse, Amy Kraus, Anamaria Nino-Murcia, Andrea Corney, Agnes Le, Anthony Ramsey, Barbara Brewer, Barbara Firpo, Bob Joss, Bob Sutton, Bonnie Wentworth, Bri' Godfrey, Brian Lowery, Bryan McCann, Carrie Lee, Carole Robin, Chevalisa Bruzzone, Chris McCanna, Chris Sadlak, Christopher Williams, Collins Dobbs, Courtney Payne, David Bradford, Delilah Gallardo, Dietmar Brinkmann, Dikla Carmel-Hurwitz, Domenico Anatrone, Don Hejna, Erica Peng, Evelyn Williams, Garth Saloner, Gary Dexter, Grace Yokoi, Graham Veth, Graham Weaver, Hugh Keelan, Inbal Demri Shaham, Ingrid McGovert, James VanHorne, Jamila Rufaro, Jana Basili, Jed Emerson, Jeff Pfeffer, Jimena Galfaso, Joe Murphy, Joel Peterson, John Cronkite, John Johnson, Johnnie Walton, Joy Hsu, Karin Scholz Grace, Ken Chan, Kevin Martin, Kirstin Moss, Kris Becker, Lara Tiedens, Lela Djakovic, Leslie Chin, Lily Kimbal, Ling Lam, Lisa Kay Solomon, Lisa Radloff, Lisa Schwallie, Lisa Simpson, Lisa Stefanac, Liselotte Zvacek, Lynn Santopietro, Margee Hayes, Marie Mookini, Mark Voorsanger, Mary Ann Huckaby, Melinda Tuan, Michael Terrell, Mike Hochleutner, Mindy Williams, Nancy Dam, Nirit Hazan, Nonna Kocharyan, Nora Richardson, Paul Abad, Paul Mattish, Paul Roberts, Rebecca Taylor, Rebecca Zucker, Rich Kass, Richard Francisco, Richard Haukom, Ricki Frankel, Roberto Fernandez, Sara Stone, Saraswathi Ram Mohan, Scott Bristol, Sharon Richmond, Stephanie Stevens, Sunny Sabbini, Sue Neville, Suzan Jensen, Tony Levitan, Tuquynh Tran, Ursula Kaiser, Vince Stehle, Yifat Sharabi-Levine, Zoe Dunning

My Community Today: I'm privileged to call these people colleagues and friends, and I'm deeply grateful for their encouragement and support:

Agnes Le, Anamaria Nino-Murcia, Andy Sparks, Andrea Corney, Anita Grantham, Annie Riley, Bonnie Wentworth, Brad Stulberg, Brooks Barron, Carole Robin, Cameron Yarbrough, Celine Teoh, Chip Conley, Chris Douglas, Collins Dobbs, Dan Oestreich, Dana Bilsky Asher, Doug Sundheim, Eduardo Andere, Glenn Terrell, Gwen Mellor Romans, Harry Max, Heather Corcoran, Jennifer Ouyang Altman, Jennifer Porter, Joe Dunn, John Baldoni, José Hernandez, Julia Markish, Justin Doyle, Kevin Martin, Khalid Halim, Lauren Weinstein, Lela Djakovic, Lisa Stefanac, Madelyn Sierra, Mario Fraioli, Mary Ann Huckabay, Meredith Whipple Callahan, Michael Chang Wenderoth, Michael Melcher, Michael Terrell, Moshe Ovadia, Natalie Guillen, Nikki Turner, Pam Fox Rollin, Priya Nalkur, Rebecca Zucker, Richard Hughes-Jones, Rick Winters, Rodrigo Lopez, Ronni Hendel-Giller, Scott Eblin, Stephanie Soler, Stephanie Stevens, Steve Magness, Steve Schlafman, Terra Winston, Tim Dorman, Tim Sullivan, Whitney Birdwell, Vineet Rajan

 

In memory of Roanak Desai and Erik Bengtsson, two people I was honored to know and to coach. RIP

 

Photo by Michael Whiffen.

My Appearance with Ryan Hawk on the Learning Leader

On May 1st I conducted the 8,000th coaching session of my career, and my post on lessons learned came to the attention of Ryan Hawk, who's been hosting the Learning Leader podcast for over 9 years. Ryan invited me to join him for Episode 592, and we discussed topics ranging from coaching and leadership to the elements of effective feedback.

• YouTube
• Learning Leader (streaming audio and list of key points)
• Apple Podcasts
• Spotify

Recorded June 6, 2024. Published July 21, 2024.

The Problem with Hot-Swapping (On Exec Transitions)

A CEO attempting to hot-swap an exec.*

A theme in my practice is the CEO who's concluded that one of their executives is under-performing and must be managed out. Sometimes the CEO holds out hope that the transition will be perfectly seamless, with no disruption to operations, no awkwardness, no mess. A client once called this "hot-swapping," referring to technical components that can be replaced without powering down the system. What would this look like in practice?

• The CEO conclusively determines that the incumbent exec is under-performing and incapable of improvement. There's no question that they need to be replaced.
• In the absence of an obvious successor, the CEO runs a confidential search. News of the search never leaks to the incumbent, and prospective candidates aren't dissuaded by the secrecy.
• After a successor is identified and closed, the news is broken to the incumbent. They take it with grace and accept the severance package, with no threats of legal action or negative publicity.
• The successor is introduced to the team, who welcome their new colleague and eagerly assist in the onboarding process.
• The team wishes the departing exec well, who reciprocates. All loose ends are tied up, and the departing exec has left clear and thorough documentation for their successor.

It's not that things never turn out this way, but it's rare. There are multiple points where this neat and tidy plan can go awry. There's not just one problem with hot-swapping--there are many. So if you're a leader in this position, what challenges are you facing, and what might you do about them?

Making the Decision

You know the incumbent exec is under-performing, but you may not know the extent to which their performance is a function of situational factors that would hamper anyone in the role rather than personal shortcomings. If the incumbent hasn't been provided with sufficient critical feedback, you may not know whether they're capable of improvement. And if you leap to conclusions prematurely, you'll not only squander potential talent, you'll also miss opportunities to advance your own growth and development as a leader.

As CEO it's your obligation to replace under-performing execs when necessary, and yet you don't want to create a climate of fear on your team. You also don't want to cycle through multiple execs because you keep setting them up for failure in an untenable position. So consider...

• Are there structural or contextual factors beyond the incumbent's control that you might address?
• Have you provided them with sufficient critical feedback on the factors that are within their control?
• If so, how have they responded? Are they open to learning? Or are they defensive?

Run a Search? Or Break the News?

If you decide to proceed with a transition, unless you have a successor at the ready you face an important choice. One option is to run a confidential search and break the news to the incumbent later in the process. This poses several risks: If the incumbent learns about the search second-hand, they may feel betrayed, and the relationship will be damaged, making an amicable transition more difficult. To maintain confidentiality you'll need to limit exposure to the team, which will prevent them from providing input and may deter some prospective candidates. And you won't get the benefit of any insights from the incumbent, who may be in a position to tell you why they struggled.

In some circumstances you may feel obligated to identify a successor before breaking the news. You may lack faith in the incumbent's ability to handle the news. You may worry that they'll become a source of disruption once informed. Or you may have concluded that their poor judgment renders their insights less useful. But an alternative to the above is to inform the incumbent that you'll be replacing them and then reach agreement on a transition plan. This isn't always preferable before you have a successor lined up. But in my experience CEOs over-estimate the risks of this option and under-estimate the risks of a hot-swap. The key is recognizing that there's no risk-free path. So consider...

• You don't owe an under-performing exec a permanent role, special treatment, or a debate. But how might you treat them with honesty, fairness, and dignity?
• If you're concerned about a break in continuity, what's behind your fear of the empty chair?

Breaking the News...Again

However you proceed, at some point various stakeholders will need to be informed about the transition. This includes your other employees, such as the departing exec's direct reports, their colleagues on the executive team, and potentially the entire company. It may also include Board members, customers, and other external partners. The key element is the explanatory narrative, the rationale for the transition that helps these parties make sense of what's happening and why. Here hot-swapping poses a dilemma, because an exec who's been summarily terminated is unlikely to be a willing partner in this process. Even if they're induced to play along, the transparency of the charade is usually evident, which breeds cynicism and mistrust.

It isn't always preferable to hear from the departing exec. In cases of malfeasance, toxic behavior, or gross incompetence it may be preferable or even necessary to simply announce their departure. But barring such factors, it's likely that all parties will benefit from some form of joint participation. The departing exec is afforded an opportunity to say their goodbyes, minimize the loss of face, and leave with dignity. Other stakeholders gain clarity and reassurance, which increases their trust in your ability to manage difficult situations.

While the participation of the departing exec can be advantageous, I'm not suggesting that you obtain it by misleading people. Explanatory narratives rarely include "the whole truth," yet they must be truthful to be plausible. In an effort to help the departing exec save face you need not pretend that their tenure was an unqualified success or that anyone else is at fault for their shortcomings. So consider...

• What factors will influence your ability to create a plausible, truthful shared narrative?
• What information should be shared as a part of that narrative, and what should not?
• If you haven't yet chosen a successor, what role, if any, do you want other employees to play in the hiring process?

The Transition

Once you've identified a successor, you now have to implement the actual transition. Some parameters will have been fixed in the process of making the decision and breaking the news, while others remain open. Here, too, attempting a hot-swap can be counter-productive in multiple ways. You can leave the under-performing exec in the role for too long, or they may quit abruptly before you're prepared to make a change. If you've managed the process effectively, you still retain a great deal of flexibility at this point--and if you haven't, you may be locked into a suboptimal course of action.

The transition shouldn't be too lengthy. The departing exec will rapidly lose power and influence, and it will be difficult for them to remain motivated to give best effort. Organizations reliably solve for optionality, which often leads to excessive transition periods. This is one of the primary rationales for hot-swapping in the first place--CEOs often over-estimate the risk of a gap in continuity, and under-estimate the risk of leaving an under-performing exec in place.

In the circumstances noted above--malfeasance, toxic behavior, gross incompetence--the transition will be brief. Even if a severance package is contractually obligated (or advised by counsel), there's no need to retain the outgoing exec's services. But in most cases there are benefits to a longer, more orderly process. The departing exec has time to wrap things up, and the incoming exec is able to do the same as they conclude their previous role. The team can prepare to help onboard the incoming exec and will be better positioned to do so with sufficient notice and clarity on the narrative. So consider...

• How will this transition--the departure and the arrival--affect your executive team?
• What does the incoming exec need to know about the existing culture?
• How might you benefit from their fresh perspective?

This is Hard. What Helps?

If you're tempted to hot-swap an exec and you're anything like my clients, it's not because you're callous, but because you're human. The process I've outlined here necessarily entails having an ongoing series of difficult, awkward, even fraught conversations. In some cases you may be understandably obligated to prioritize other efforts. If your company's in the midst of a crisis, you simply may not have the time to invest in managing an under-performer, and you're justified in taking the most expedient route.

But even when that's not the case, you may still be reluctant to lean in because those conversations will be hard work, and you may feel that you lack the skills to conduct them effectively. While I obviously recommend working with a coach, here are some relevant resources to help you manage, offer feedback, communicate, and hire and fire more effectively:

Management

• Mind the Gap (On Leading Senior Executives)
• Why Executives Derail (and What You Can Do About It)
• How to Have Better One-on-Ones

Feedback

• How to Deliver Critical Feedback
• Building a Feedback-Rich Culture
• Why Some Feedback Hurts (and What to Do About It)

Communication

• Take a Walk (Making Tough Conversations Easier)
• Learning to Yield (Navigating Tough Conversations)
• Setting the Table (Difficult Conversations)

Hiring

• Fear of the Empty Chair, Part 2 (On Hiring)
• Surfacing Defensiveness (Three Questions for Candidates)
• Daniel Kahneman on Conducting Better Interviews

Firing

• Fear of the Empty Chair, Part 1 (On Terminations)
• Merciful Exits (On Under-Performing Executives)
• On Firing a Senior Team Member

 

* If you don't get the reference from the movie still above, see this clip from Steven Spielberg's classic 1981 film, Raiders of the Lost Ark.

8,000 Coaching Sessions

I've kept careful records since launching my coaching practice in 2006, and an hour ago I conducted the 8,000th coaching session of my career. This only includes formal coaching sessions: 6,936 with private clients to date, and 1,064 with MBA students at Stanford from 2007 through 2020. It does not include countless informal conversations with clients and students over the years. As a solo practitioner I've learned that it's incumbent on me to be deliberate about learning from experience and to organize my own celebrations, so this post is a bit of both.

For many years coaching was a central focus of my professional life, but it was just one of a number of activities I pursued. In my practice I worked with organizations on change management efforts and conducted workshops and offsites for leadership teams and groups of founders. In my role at Stanford I helped to launch the Leadership Labs and Leadership Fellows program, facilitated 1,500 hours of T-groups in Interpersonal Dynamics (aka Touchy Feely) and later taught the course myself, and started my own course, The Art of Self-Coaching.

But over time I found myself drawn to one-on-one coaching more than any other activity. In my practice I stopped taking on consulting projects or facilitating other events. In 2016 I resigned from my full-time role at Stanford to focus on my private practice, although I continued to teach Interpersonal Dynamics and The Art of Self-Coaching one day a week. In 2017 I resigned from the Interpersonal Dynamics faculty in order to teach The Art of-Self-Coaching year-round, in part because my course allowed me to work more closely with students on a one-on-one basis. In 2021 I taught The Art of Self-Coaching for the final time before taking a year off, and last year I resigned from Stanford entirely.

So for the past seven years one-on-one coaching has been my primary professional activity, and for the past three years it's the only thing I've done. I enjoy working with groups, and I'd probably still be teaching The Art of Self-Coaching at Stanford if it weren't for the pandemic, which triggered a host of changes in my life. And I may work with groups again in the future--for example, I've been thinking about doing some small weekend retreats--but it's clear that one-on-one coaching is and will remain my primary passion. So what have I learned after 8,000 coaching sessions? Half-a-dozen lessons come to mind:

1. Initial Conditions Matter

I first learned this from Carole Robin, one of my most important mentors and later one of my colleagues on Stanford's Interpersonal Dynamics faculty. In our work with groups she encouraged me to expand my awareness of a host of factors, often unstated or implicit, that influence a group's development, which I later defined as follows: "Every group is rooted in a set of initial conditions that form the foundation for all subsequent aspects of the group experience. How and why were we gathered together? What will our first meeting be like? What will we discuss there?"

Initial conditions are equally important in a one-on-one coaching engagement, and it's necessary for me to understand something about a prospective client's interest in coaching in order to determine whether I'm going to add value. But I prefer not to over-determine their responses by means of a complex or detailed discovery process. So when I'm meeting with a prospective client I tell them that I have just three questions: Why coaching? Why now? What are your hopes and expectations for a coaching relationship? I've found that how people choose to answer these questions tells me a great deal about the initial conditions for the potential engagement.

If you're a prospective coaching client: How would you respond to my questions above: Why coaching? Why now? What are your hopes and expectations for a coaching relationship?

If you're a current client: What led you to seek coaching initially? What were your hopes and expectations for the relationship? How have those factors influenced the trajectory of your relationship?

If you're a coach: How do you learn about a prospective client's initial conditions? How do you determine whether you can add value? What factors lead you to decline a prospective engagement?

 

2. Support and Challenge

As I wrote in 2017, "A client once told me, 'It feels like you're always in my corner, but you never hesitate to challenge me.' It was some of the most gratifying feedback I ever got because it precisely describes my intended approach to the process. My clients need to feel supported by me in a number of ways... My clients also need to know that my support will not prevent me from challenging them."

And as I noted just a few weeks ago, "[Coaching will] involve surfacing your assumptions and preconceptions, questioning your interpretation of events, and challenging you to take responsibility for your contributions to the situation. Coaching begins with empathetic listening, but it doesn't stop there."

When I challenge a client, I want them to know that I’m doing so with their best interests at heart, and when I’m providing support, I want them to know that I’ll always be candid and direct. This by no means a skill I've "perfected," because the right balance between the two is always dynamic, varying not only from one client to another, but also from one coaching session to the next. But I pay close attention to what a client might need in a given moment (and may ask explicitly), while observing whether we're emphasizing one mode at the expense of the other.

If you're a prospective coaching client: How do you prefer to receive support? How do you prefer to be challenged? How do these preferences serve you? How might they get in your way?

If you're a current client: How does your coach express support? How does your coach challenge you? How do you feel about the balance between these modes in your relationship?

If you're a coach: How do you express support for a client? How do you challenge them? How do you sense when you've found the right balance for a given client, in a given session? How do you sense when the balance might be off?

 

3. Many Teachers, No Guru

I've had so many different teachers over the course of my development as a coach. When I was considering coaching as a path I spent the better part of a year under the mentorship of Joe Murphy, who was training a friend to join his practice and invited me to work with them while I documented his methodology. I read voraciously in the process, and the single most impactful book was Susan Scott's Fierce Conversations, although I'd later add Coaching with the Brain in Mind, by David Rock and Linda Page. (Here are lists of the other books and articles I've found useful.)

Before launching my practice I talked extensively with a number of coaches about the discipline and the field, most notably Andrea Corney, Rebecca Zucker and Ricki Frankel. (Two decades later I continue to talk with fellow coaches frequently, a series of conversations I've been documenting over the last three years in this thread.) And the decision to quit my last role in management and launch my practice was catalyzed by a T-group facilitated by Barbara Brewer and Dietmar Brinkmann.

Six years after earning my MBA I returned to Stanford to serve as a teaching assistant to David Bradford. I was later accepted into the school's Group Facilitation Training Program, where I worked closely with Mary Ann Huckabay, who was previously my teacher and coach (and is still my coach today!) I was then invited to join Evelyn Williams' team that established the Leadership Fellows program and offered coaching to our second-year students. I also served on Carole Robin's staff in the Leadership Coaching and Mentoring course, which drew heavily on the Co-Active Coaching model, and I later helped to integrate that class's coaching curriculum into the revamped version of the Fellows program. I would also work repeatedly with Carole, Scott Bristol, Gary Dexter and Richard Francisco on their staff in Interpersonal Dynamics (aka Touchy Feely).

I could mention even more but am mindful of taxing a reader's patience. Every one of these teachers contributed something unique to my growth as a coach--and yet no one has been my guru. I deeply value the relationships I developed with my teachers, particularly Mary Ann and Carole, and yet I believe I've grown the most by integrating the lessons I've learned from all of them into an approach that reflects not only their influence, but also my independence. I serve neither myself nor my clients by remaining on any one teacher's path for too long.

If you're a prospective coaching client: What would you like to know about a potential coach's teachers and influences? How might this inform your selection of a coach?

If you're a current client: What do you know about your coach's teachers and influences? How do these factors show up in your coaching relationship? How might they get in the way?

If you're a coach: Who are your teachers? How have they influenced you? How have you integrated their lessons into your approach? What have you discarded?

 

4. Master the Playbook. Throw It Away.

Coaching involves a continuous and cyclical process of learning, unlearning and relearning. Those of us who are drawn to coaching as a profession have often played a "coach" role in prior stages of our personal lives, and that was certainly the case for me. I learned how to connect with people, how to be a good conversational partner, how to offer advice that would be perceived as helpful. This behavior was entirely genuine on my part, but it was also intentional and motivated. In a rudimentary sense, I "mastered a playbook" that enabled me to navigate interactions with a degree of effectiveness.

And yet when I began studying interpersonal dynamics in earnest with the goal of becoming a coach, I realized that I had to "throw out the playbook" and unlearn any number of conditioned responses. A little small talk could help initiate a connection, but too much would keep the discussion at a superficial level. Filling an awkward silence might ease the other person's anxiety, but it might also block a breakthrough. Volunteering advice would allow me to feel useful, but it might also prevent the other person from accessing their own wisdom. I had to relearn how to interact with people--and do so in a way that felt (and was perceived as) fluid and natural.

But coaches don't go through this process once--we repeat it countless times over the course of our careers. All of the teachers noted above had playbooks of their own, sometimes made explicit in formal texts and programs, but also embedded in the implicit norms of their practice and method. My goal was always to learn as much as I could from each new playbook, unlearn practices from prior playbooks that were now getting in the way, and relearn how to apply this accumulating body of knowledge. In order to remain constantly open to learning, I must also feel free to throw away what I've learned at any time.

If you're a prospective coaching client: What would you like to know about a potential coach's training and experience? How might this inform your selection of a coach?

If you're a current client: What do you know about your coach's training and experience? How do these factors show up in your coaching relationship? How might they get in the way?

If you're a coach: How has your training and experience influenced your approach to coaching? What playbooks have your mastered? How is your mastery of an old playbook getting in the way of new learning?

 

5. Power Dynamics

The longer I coach, the more I appreciate and value the work of Jeff Pfeffer, who I view as our leading scholar on power. I didn't take his course when I was an MBA student, but I included his work on my syllabus when I taught Interpersonal Dynamics years later (and as far as I know I was the only Touchy Feely faculty member to do so.) Jeff's approach is often mischaracterized by the naive as Machiavellian or unethical. In truth, Jeff is a deeply ethical person with strong opinions on right and wrong. But he's also equally pragmatic about the importance of understanding how power works and learning how to wield it, no matter what your goals are.

I don't know Jeff well, but I consider him a colleague, and last year I shared this line with him, from the anthropologist and philosopher Ernest Becker: "If you are wrong about power, you don't get a chance to be right about anything else." He found it striking, and I think it's an apt headline for his body of work. It's certainly one of the most common themes I've observed in my practice over the years. People who are seeking coaching have typically found, in one of countless possible ways, that they have been wrong about power.

This isn't to say that obtaining power is necessarily an explicit goal of theirs, although that's not uncommon. But whatever their goals, if the client is to succeed, typically they must recognize how they have misunderstood power and how it works in their particular context. They must improve their ability to engage in and win power struggles, and as I've written before, "We often think of a power struggle as a rancorous, zero-sum battle between bitter enemies, but that's just one version, and it's relatively rare. Far more common are the everyday efforts noted above: influencing others, wielding authority, maintaining status."

It's also important to consider the power dynamics within the coaching relationship. I take great care to emphasize to clients that our relationship must be a partnership of equals, and I say explicitly, "'I'm not an authority figure, nor am I a subordinate. We’ll work together as equal partners in this process and share responsibility for its success. If we ever feel that we’re not acting as partners, we’ll say so."

If you're a prospective coaching client: How might you have been "wrong about power"? How might this be preventing you from achieving your goals?

If you're a current client: What are you learning about power through coaching? How are you applying these lessons? How would you characterize the power dynamic between you and your coach?

If you're a coach: What role does power play in your coaching? How do you incorporate an understanding of power dynamics in your approach? How do you manage the power dynamic between you and your clients?

 

6. It's a Journey

A coaching relationship is a type of journey, each one unique, but collectively possessing some similar features. As I learned many years ago, it's the client's boat: "Coaching inevitably involves helping a client reach a destination, and as a coach it can be easy to fall prey to the illusion that it's my boat, I've invited the client on board, and after we've reached our destination they'll step ashore. But that gets things exactly backwards: it's the client's boat, they've invited me on board, and after our work is done I'll go ashore while they continue on to the next leg of the voyage."

While a journey should be a meaningful experience, the coaching process must also be normal: "Coaching...must challenge established norms, from clients' internal mental models to the surrounding organizational culture. But even as we're challenging these norms, coaches and our clients must also find ways to work within them. In a word, for coaching and other interventions to achieve their goals they must be perceived as normal--stimulating and thought-provoking, certainly, but also applicable under everyday conditions. But too often coaching and related services are perceived as special--applicable only under unusual circumstances or too far beyond everyday norms to be practical or sustainable."

On this journey client and coach rely on each other as traveling companions, which entails a degree of intimate distance: "Meaningful coaching is always an emotionally intimate experience, no matter what’s being discussed. In part this is a function of the context: two people talking directly to each other with no distractions... Intimacy in a coaching relationship also results from a willingness to 'make the private public'--to share with another person the thoughts and feelings that we usually keep to ourselves... And yet an essential factor that makes such intimacy possible is a clear set of boundaries defining the relationship, which create an inevitable and necessary sense of distance... The relationships I have with my clients are warm and friendly ones, and yet it would be inaccurate to say that we're friends--they need me to be their coach, not their friend, and we do the relationship a disservice if we confuse the two."

If you're a prospective coaching client: Where are you going? How might coaching help you get there? What are you looking for in a traveling companion?

If you're a current client: How would you characterize the journey to date? How are you assessing progress? In what ways does coaching feel "normal," i.e. applicable under everyday conditions? In what ways does it feel "special," i.e. impractical or unsustainable? How would you characterize your coach as a traveling companion?

If you're a coach: Whose boat is it? How do you know? How do you make coaching applicable under your clients' everyday conditions? How do you make coaching a practical and sustainable experience for your clients? How are you showing up as a traveling companion for your clients? How are your clients showing up for you?

 

Thank you to my clients and students over the years. It was and continues to be a privilege to accompany you on a stage of your journey.

 

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For Further Reading

Connect, Reflect, Direct...Then Ask (On Coaching) (2023)

Self-Care for Coaches (2023)

Work with Whatever Shows Up (2022)

Coaching and Emotion Management (2018)

Deference Kills Coaching (2018)

Three Paradoxes (Another Coaching Manifesto) (2017)

The Six Layers of Knowledge and Better Conversations (2016)

Tips for Coaching Someone Remotely (2015)

How Great Coaches Ask, Listen and Empathize (2015)

How to Find (and Choose) a Coach (2013)

Coaching and the Cult of Done (2012)

In Defense of Normal (A Coaching Manifesto) (2012)

Coaching Is a Journey (2011)

Hammering Screws (Bad Coaching) (2011)

Gestalt Coaching (2009)

 

Image via Wikimedia.

A Working Relationship Curriculum

A common theme in my practice is the difficulty a client is experiencing in a working relationship. Below is a set of articles that I've written over the years that comprise a curriculum organized around the following themes:

• FOUNDATIONS: A "starter kit" on a set of fundamental topics, from dialogue and coaching tools to empathy and cognitive biases.
• COMMUNICATION: Why our efforts to communicate often go astray and what to do when that (inevitably) happens.
• EMOTION: How to regulate (rather than suppress) the complex feelings that relationships evoke, and why this matters so much.
• CONFLICT: Sources of conflict, from style differences to competitive threats, and a potential path to resolution.
• FEEDBACK: What feedback is (and is not), how to deliver it, how to respond, and why it can hurt.

Note that feedback comes last, and that's by design. Rushing into feedback conversations before both parties are prepared is a reliable way to make difficult relationships even worse. While it's important to get to the point where feedback can be delivered with skill and received with grace, it may be necessary to take some time to get there and to practice a number of interpersonal skills along the way.

If you're having difficulty in a working relationship, optimally you can invite your counterpart to explore this curriculum together. While that may feel daunting, merely expressing your interest in improving the relationship can be a step in the right direction. But even if that's not possible, I hope you'll feel encouraged to make use of these materials on your own until your counterpart is able to join you.

 

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1. FOUNDATIONS

1.1. Better Working Relationships

An issue that comes up frequently in my work as a coach and teacher is how to improve a working relationship in which one person feels disappointed, irritated, or upset with the other. In my coaching practice this typically involves a pair of co-founders or two members of an executive team. While my comments here are by no means comprehensive, they lay out a set of steps you can take to begin to address a working relationship that's faltering or didn't get off to a good start.

1.2. How Great Coaches Ask, Listen, and Empathize

Coaching is about connecting with people, inspiring them to do their best, and helping them to grow. It’s also about challenging people to come up with the answers they require on their own. Coaching is far from an exact science, and all leaders have to develop their own style, but we can break down the process into practices that any manager will need to explore and understand. Here are the three most important.

1.3. The Difficulty of Empathizing Up

We typically associate empathy with agreement, and we act as though empathizing with someone entails endorsing their perspective and their feelings, but this need not be the case. Understanding someone’s perspective and their emotions while suspending our judgments about both does not necessarily imply that we agree with that perspective or believe that the resulting emotions are justified. It simply means that we comprehend their perspective and emotions, and we are able to envision ourselves experiencing that perspective and those emotions under similar circumstances.

1.4. Seeing What's Not There (The Importance of Missing Data)

One of the most significant cognitive errors is what Daniel Kahneman calls What You See Is All There Is, or WYSIATI, which is shorthand for the fact that we find it very difficult to envision missing data. Even when faced with massive gaps in information, we tend to focus on the information at our disposal and rely on it to construct a narrative, as flimsy as it might be. A corollary to Kahneman's WYSIATI might be called WYDSDE: What You Don't See Doesn't Exist. And as a result we're typically overconfident in the validity and coherence of our explanatory narrative.

 

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2. COMMUNICATION

2.1. Learning to Yield (Navigating Tough Conversations)

What does it mean to yield in our relationships? My client was careful to distinguish "yielding" from "capitulating," and I want to emphasize that distinction: I'm not talking about simply letting others get their way, or avoiding conflicts, or being nice. Instead, I see yielding as finding the right balance between deference and assertiveness, between inquiry and advocacy. So what does this look like in practice?

2.2. Risk Management (The Importance of Speaking Up)

If it feels risky to say, it's important. If it wasn't important, it wouldn't feel risky. And that sense of risk is a critical piece of data, a sign that the conversation is a meaningful one with larger implications.

2.3. Intent vs. Impact (When Communication Goes Awry)

When our efforts to communicate go awry, one of the most common causes is a failure to distinguish between intent and impact. When delivering a message we typically imagine that these two concepts are aligned--it may not even occur to us to view them as distinct. Our intent is transparent to us, so we assume that it's equally clear to others and that our message is being received in that same spirit.

2.4. Connect, Reflect, Direct...Then Ask (On Coaching)

Asking evocative questions, ensuring the other person feels heard, and actively conveying empathy remain the foundations of coaching. But there's certainly more to the process, and here's a sequence of steps that I employ frequently in sessions with clients that you may find useful if you're seeking to integrate coaching into your managerial style.

 

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3. EMOTIONS

3.1. Talking About Feelings

My work as a coach often involves encouraging clients and students to talk about their feelings--a process known to psychologists as affect labeling--in order to manage difficult emotions more effectively. Experience tells us that this is a useful practice, but why? How does talking about feelings make them easier to manage?

3.2. The Tyranny of Feelings

I don't believe that acknowledging the importance of emotions requires us to think like children, nor must we always privilege our subjective emotional experience in order to realize the benefits of a deeper understanding of emotion and enjoy a broader range of emotional expression at work. So what can we do? Here are some concepts I find useful to bear in mind.

3.3. You Make Me Feel... (On Language and Responsibility)

Saying that someone else "makes us feel" an emotion suggests that they are responsible for our emotional state, and that's highly problematic. When another person's statements and behavior trigger an emotional response in us, it's inaccurate to presume that the other person is the responsible party and that we're an innocent bystander.

3.4. Defensiveness Is in the Eye of the Beholder

A theme in my practice is defensiveness, which I define as an unwillingness to accept responsibility for setbacks, characterized by a disproportionately hostile, anxious or evasive response to critical feedback. When it arises as a topic I'm usually working with a client who's figuring out how to deal with a defensive employee or colleague, but occasionally I have a client who's been accused of defensiveness and is wondering what to do in response.

 

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4. CONFLICT

4.1. Whether or Not to Fix a Broken Relationship

A theme in my practice is the leader who's struggling to repair a damaged working relationship with an employee. In most cases we start with the assumption that a better relationship is possible and that even a long-running conflict can be resolved. This usually entails the following steps in some form.

4.2. Work Style Differences

We all have our preferred ways of working, and sometimes when we're locked in a conflict with a colleague it's the result of incompatible work styles. When we work with people who share our work style it may feel more comfortable, but homogeneous teams can have blind spots and be prone to groupthink. Teams whose members have a diverse range of styles can be more effective if they develop the ability to manage conflict successfully.

4.3. The Trap of Competition

While our social orientation is critical in enabling our success as a species, it also poses a substantial challenge for each of us as individuals. We must navigate in-group competition, which becomes even fiercer in larger groups. We're hyper-aware of our relative social status and our shifting position within group hierarchies. And in order to accomplish these tasks effectively we're constantly scanning our interpersonal environment for potential threats and opportunities, which necessarily involves comparing ourselves to others.

4.4. Resolving a Protracted Conflict

When we're locked in a protracted conflict with another person, there's one critical step that's usually necessary to reach a resolution in which both parties feel a sense of trust and remain committed to the relationship: The higher-status person must express vulnerability first.

 

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5. FEEDBACK

5.1. Feedback Is Not a Gift

Feedback is a gift. We've been told this over and over, as if it were gospel. I've even preached it myself. But I stopped using this phrase because it fails to acknowledge how difficult the experience of receiving feedback can be. The problem is compounded when we view feedback as inherently true, inscribed on tablets of stone and delivered from the mountaintop. But if feedback isn't a gift, what is it? It's data.

5.2. Make Getting Feedback Less Stressful

We need to recognize that receiving feedback is inherently a stressful experience. As Sheila Heen and Douglas Stone of the Harvard Negotiation Project have written, "Even when you know that [feedback is] essential to your development and you trust that the person delivering it wants you to succeed, it can activate psychological triggers. You might feel misjudged, ill-used, and sometimes threatened to your very core."

5.3. How to Deliver Critical Feedback

If we want our critical feedback to be truly useful to the recipient and not merely an exercise in self-indulgence, we owe it to our colleagues to be more thoughtful and intentional in how we deliver it. A valuable model in this context is known as "supportive confrontation," developed by David Bradford and Allan Cohen and discussed at length in their book Power Up.

5.4. Four Responses to Feedback

It's important to be open to feedback, even--and especially--when you disagree with it or find that it disconfirms prior assumptions. But being open to feedback doesn't necessarily mean that you should simply accept it. So when you receive feedback, whether it's in a formal performance review or an informal chat, here are four potential responses.

5.5. Why Some Feedback Hurts (and What to Do About It)

As with all data, feedback is comprised of both signal and noise. Even the most hurtful feedback usually incorporates some signal--valuable information that presents you with an opportunity to learn and grow, challenging though it may be. But there is almost certainly plenty of noise--unhelpful or irrelevant information that should be ignored. The key with any painful feedback is ensuring that you don't miss the signal while filtering out the noise.

 

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FOR FURTHER READING

Bouncing Back: Rewiring Your Brain for Maximum Resilience and Well-Being (Linda Graham, 2013)

Crucial Conversations: Tools for Talking When Stakes Are High (Kerry Patterson, Joseph Grenny, Ron McMillan and Al Switzler, 2002)

Difficult Conversations: How To Discuss What Matters Most, Douglas Stone, Bruce Patton and Sheila Heen, 2000/2010

Fierce Conversations: Achieving Success at Work and in Life One Conversation at a Time (Susan Scott, 2002)

Helping: How to Offer, Give, and Receive Help (Edgar Schein, 2011)

Humble Inquiry: The Gentle Art of Asking Instead of Telling (Edgar Schein, 2013)

Thanks for the Feedback: The Science and Art of Receiving Feedback Well (Douglas Stone and Sheila Heen, 2015)

 

Photo by Thoroughly Reviewed via Flickr.

What Do You Need When You Don't Need the Money?

I've had a number of clients who no longer needed to work for financial compensation. In some cases this was the result of a landmark event, such as the sale of their company. In others there was simply the realization that they'd reached the point where they were unlikely to spend more than they currently possessed. Although chance always plays a role in human affairs, and all of these people could consider themselves lucky in various ways, they didn't achieve this milestone by accident. They worked hard to get there, typically for years on end, and yet many were somewhat surprised by what they found when they finally arrived.

We have a number of preconceived notions about what it would be like to not have to work, and they're often some form of "life as permanent vacation." That's certainly what some people do when they realize a windfall, and if it brings them joy, then good for them. But that's not what I've observed in my practice. It turns out that many people who've worked hard their entire careers have a finite capacity for being on vacation. And even if they deliberately pursued a lucrative path, the realization of financial freedom didn't necessarily affect the deeper motivations that drove them as professionals. So what do you need when you don't need the money?

A team of Swedish and American researchers provided some answers to this question via a longitudinal study of a group of workers who were in their mid-60s, concluding nearly a decade later when almost all of the subjects were retired and none were working full-time. [1] Most of my clients who no longer needed to work are younger, and none of them permanently retired, although some took an extended break. But the study's conclusions are consistent with my clients' experiences, suggesting that not needing to work has some typical effects no matter what the cause, at least for some subset of the population. So if you find yourself in similar circumstances, consider the following factors:

Obligations

The study of retirees found that some people were surprised to discover that they missed having any external demands imposed upon them by work: "They expected that the lack of such demands would give them more control over their own time. They also anticipated that a lack of demands would make life less stressful and, thereby, preferable... Surprisingly, the absence of external demands among these participants felt like a void in their lives." [2]

My clients who no longer need to work undeniably value having more autonomy in determining how to spend their time. This includes both the "freedom to" invest in personal pursuits, such as time with family or travel, as well as the "freedom from" onerous professional duties, such as resolving conflicts or...travel. [3] And yet they reliably find that having no obligations at all "feels like a void." The fulfillment derived from the ability to choose how to spend our time is not unlimited, and in some cases we don't resent obligations--we require them.

Contrast

Some study participants were also surprised to find that certain activities they previously experienced as rewarding no longer had the same effect: "Before retirement, going [to his summer cottage] allowed him to escape the demands of the workweek and to rest and relax; it was a well-earned retreat before the next period of work. But once he no longer worked, going to the cottage did not feel the same. The joy of relaxing and well-earned rest was, to his surprise, no longer present." [4]

Many of my clients report a similar shift. Rewarding activities don't entirely lose their savor, but they're less reliable sources of pleasure and rejuvenation. This may simply be a matter of insufficient contrast. The relief we experience when we turn away from onerous duties is part of what makes avocations and pastimes rewarding, and should those onerous duties come to an end, those avocations and pastimes now occupy a different space in our lives.

Colleagues

The study results highlight the unique role played by colleagues: "After retiring, some participants came to realize that their relationships with coworkers were of a specific type that could not be re-created in relationships with friends and neighbors... The problem was not that they lacked social involvement, but that the nature of social contact had partly changed, leaving one type of social experience out of their narratives... It came to most as a kind of 'revelation' that their previous relationships at work had been quite special and could not be readily replaced." [5]

My work with clients invariably involves their difficulties with colleagues--it's not uncommon for that topic to be the primary focus of a coaching session. So it often feels liberating to be less dependent on colleagues or even entirely free of those relationships, at least for a period of time. But eventually this is also experienced as a gap or an insufficiency. Even as my clients enjoy the ability to spend more time with family and friends, they seek to sustain or recreate collegial relationships.

Engaging Occupations

These factors manifest in what the researchers describe as a profound need for engagement: "Here we refer to engagement as something that goes beyond ordinary daily experience. Engaging occupations are those that evoked a depth of passion or feeling... The presence or absence of engaging occupations appeared to be the main determinant of whether participants were able to achieve positive life experiences... Engaging occupations are done with great commitment, enthusiasm, perseverance and passion." [6] More specifically, engaging occupations possess several distinct characteristics:

• Meaning: "An engaging occupation was infused with positive meaning connected to interest (pleasure, challenge, enjoyment), personal causation (challenge, indication of one's competence), and value (something worth doing, important, contribution to family or society)."
• Intensity: "Engaging occupations were typically those that the participant did with some sort of regularity over the week; they were not sporadic. Moreover, engaging occupations were also long term in nature."
• Coherence: "The occupation might have begun as a single activity, but over time it became more intense and involved interrelated activities and projects."
• Duty: "The dutiful nature of such occupations was evident in their descriptions of how not all aspects of engaging in the occupation were pleasurable. In fact, the very nature of duty seemed to be connected to a willingness to fulfill the required duties whether or not one actually felt like it."
• Community: "Discussions about the occupation, planning future involvement, problem solving related to the occupation, and giving and taking advice from others about how to do the occupation contributed to the sense of community." [7]

It's clear that engaging occupations are a form of work, although I'm reminded that some years ago I first appreciated the difference between our work and our job:

We often talk about "my work" and "my job" as if they're interchangeable concepts, but it's important to distinguish between them. I define "work" as a vocation--a calling or a personal mission that provides us with an intrinsic sense of meaning and purpose. A "job," in contrast, is a set of responsibilities we fulfill in exchange for various forms of compensation. We get paid to do the job, but the work is its own reward. [8]

In short, when you don't need the money you no longer need a job, but you still need to work. You need not continue to work in the same capacity, and you may choose to take time away, to work less, to opt out of unpleasant tasks or taxing relationships. But you need an engaging occupation, and the absence of a financial imperative won't necessarily affect the many other needs that are filled by such an enterprise. Freud himself felt this need keenly, seeing patients until shortly before his death at age 83, even as he was suffering from cancer, and he touched on this theme at several points in his life:

I cannot imagine life without work as at all comfortable; giving my imagination free play and working coincide for me. [9]

No other technique for the conduct of life attaches the individual so firmly to reality as laying emphasis on work; for his work at least gives him a secure place in a portion of reality, in the human community. [10]

 

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Footnotes

[1] Narratives and Experience in an Occupational Transition: A Longitudinal Study of the Retirement Process (Hans Jonsson, Staffan Josephsson, and Gary Kielhofner, The American Journal of Occupational Therapy, 2001)

[2] Ibid, page 427.

[3] Freedom From and Freedom To

[4] Jonsson et al, page 428.

[5] Ibid.

[6] Ibid.

[7] Ibid, pages 428-429.

[8] The Work and The Job

[9] Personal correspondence from 1910, translated and cited by Walter Kaufmann in Discovering the Mind, Volume 3: Freud Versus Adler and Jung, 1980, page 160. Cited in Apocryphal Freud: Sigmund Freud's most famous "quotations" and their actual sources, page 15 (Alan Elms, Annual of Psychoanalysis, 2001). This sentiment is often expressed as "Love and work are the cornerstones of our humanness," or something similar, but there is no evidence that Freud ever wrote or said this. In 1950 Erik Erikson, who trained with Freud's daughter Anna, attributed a similar line to Freud but provided no documentation and later admitted it was possible that he mistakenly invented it (see Elms, page 13).

[10] Civilization and Its Discontents, page 80 (Sigmund Freud, 1930 / 1961 edition). Also cited in "Apocryphal Freud."

Photo by VisitGrosMorne.

The Fifth Reunion is the Hardest

For the GSB's Class of 2019, particularly the 108 members who I was privileged to have as students in The Art of Self-Coaching, but hopefully relevant to anyone who's obtained a competitive graduate degree in pursuit of your professional goals.

Having worked with over 1,000 MBA students during my career at Stanford's Graduate School of Business [1], I've had countless conversations about reunions, and I've concluded that the fifth is the hardest. Why? Because during business school you were artificially compressed into the uniform identity of "student," and this often yields a set of unrealistic expectations about subsequent life paths. And a few years after graduation differences in professional accomplishments become more visible, resulting in a heightened sense of social comparison. [2] The bad news is that this can be a significant source of stress and anxiety at a fifth reunion--but there's good news, too, over the long run.

The shared identity of "student" can become all-encompassing, particularly at a place like the GSB where you not only invested countless hours in group projects and interactive coursework, but also likely spent a great deal of social time together. As a result you may well have perceived yourself as a member of an egalitarian cohort. The GSB enhanced this perception by the school's de-emphasis of intra-class competition for grades. As a faculty member I generally appreciated this aspect of their policies. The primary guideline was that the average grade for all students in a section could not exceed a certain quantitative standard, which prevented grade inflation.

Further, although the members of the top ten percent of your class were designated as Arjay Miller Scholars, and some selective firms made it a priority to hire "Arjays," most prospective employers weren't particularly interested in business school grades, only the fact that you attended a program like the GSB. All of this made it less likely that you and your classmates viewed each other as rivals, which fostered a sense of openness and collegiality in the classroom. But a downside was a degree of obfuscation about the real differences in students' relative capabilities and performance.

Once you left graduate school and returned to the working world these artificial constraints were removed, and as early-career MBAs you began to experience an increasingly divergent range of professional outcomes. Almost all of you enjoy an extremely high standard of living relative to the population at large, but that's not how social comparison works, particularly among ambitious and competitive people. Humans measure ourselves against a comparison set consisting of people we view as similar to us, and how we stack up against others who aren't members of that group isn't all that salient.

I'm certainly not suggesting that our professional accomplishments should determine our sense of self-worth, nor is there a sharply defined and well-understood relationship between, for example, material wealth and well-being. [3] But our predisposition to rely on markers of career success as a source of social status is an impulse with deep roots in evolutionary psychology that can't simply be wished away because we find it problematic. As I've written before,

While our social orientation is critical in enabling our success as a species, it also poses a substantial challenge for each of us as individuals. We must navigate in-group competition, which becomes even fiercer in larger groups. We're hyper-aware of our relative social status and our shifting position within group hierarchies. And in order to accomplish these tasks effectively we're constantly scanning our interpersonal environment for potential threats and opportunities, which necessarily involves comparing ourselves to others--as UC Riverside psychologist Sonja Lyubomirsky writes in The Myths of Happiness, "Most of the time, it's impossible not to compare ourselves with others... Social comparisons arise naturally, automatically, and effortlessly." [4]

Changes in relative status as a function of professional accomplishments take some time to emerge, so these distinctions were probably less evident at your first reunion, when you and your classmates may have largely related to each other merely as former students. But in the years since graduation the effects of different professional paths have likely become much more pronounced. Some of this divergence is a function of your individual talent and effort, and some is a function of your industry and your organization. And much is a function of random chance, which is something we hate to admit to ourselves. [5]

I've talked with many GSB alumni who observed this shift in the social dynamic at their fifth reunion and found it challenging. Some felt awkward about the success they had achieved, while many felt the opposite, that they were failing to measure up to expectations somehow. What makes it worse, of course, is the pervasive sense that none of this can be discussed or even acknowledged. Here the GSB's idealistic vision of an egalitarian cohort finds itself severely tested by the realities of intra-elite competition.

As I noted above, there's bad news and good news. First, some more bad news: Intra-elite competition never ends. The status games available to you are infinite, should you have the good fortune--and the desire--to continue playing. When you were accepted into the GSB, you undoubtedly felt that you had "made it," and you enjoyed the status and exclusivity that differentiated you from your then-peers, some of whom may well have been bitterly disappointed by their rejection. And for a while membership in your GSB class was all that was needed to maintain that status. Five years after graduation, that's no longer sufficient, and the inevitability of social comparison and the corresponding need for status distinctions will be keenly felt--although hard to describe with much precision--at your fifth reunion.

But here's the good news: Somewhere between the fifth and tenth reunion, something changes for most people. The status games won't end--they're truly infinite, and some people will feel compelled to keep score as long as they live. And most of us continue to play in one way or another, if only because the prizes are so tempting--but even as we do, we realize how much more there is to life beyond these status games, and that they truly are games, no different from those played by children.

The causes of this shift in perspective vary widely. Some people achieve a lifelong dream, like financial freedom or fame in their field, and find that the sense of fulfillment is far more fleeting than they expected. Some people find professional accomplishments less meaningful in contrast with their experience as parents or caregivers. Some people suffer great setbacks or health problems that lead them to feel a renewed sense of gratitude for existence. Whatever the cause, the alumni I've talked to who felt uneasy or distressed at their fifth reunion uniformly felt much lighter at their tenth. They felt less competitive with their classmates and more connected--not necessarily with everyone, but with the people who mattered most to them.

I'll close with some recent remarks inspired by my work with clients, who must also decide whether and how to play the various status games available to them, and what really matters to them in this life, even as they pursue tremendously ambitious professional goals:

To be clear, I'm not suggesting that you give up your ambitions or settle for achievements that feel insubstantial. Winning offers many benefits over losing, and I want you (and my clients) to win, by any definition you choose. But in the process you're going to have to face a fundamental reality: The more you win, the higher you climb, the tougher the competition. If your definition of "winning" rests upon your ability to obtain "more" than the people around you in order to feel "ahead," you will eventually, inevitably lose.

I'm also not suggesting that you should opt out of conventional competitions and live like a monk--my clients haven't done so, nor have I. And yet it's important to recognize that the yardsticks most readily available to assess your accomplishments--net worth, job title, social prominence, where you live--serve many valid purposes, but they do not, and cannot, measure your sense of meaning and purpose, the depth of your relationships, the feeling of a life well-lived. [6]

 

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Footnotes

[1] Thank You, Stanford, and Goodbye!

[2] For more on social comparison, see the following:

• The Trap of Competition
• Stop Trying to Be "Good Enough" by "Getting Better"
• The Art of Self-Coaching, Class 8: SUCCESS

[3] For more on well-being and happiness, see the following:

• Myths in the Science of Happiness (Ed Diener, Chapter 24 in The Science of Subjective Well-Being, Michael Eid and Randy Larson, editors, 2008)
• Understanding "The Pie Chart" in The How of Happiness
• The Art of Self-Coaching, Class 5: HAPPINESS

[4] The Trap of Competition

[5] Significance Junkies

[6] Learning How to Fall Behind

 

Photo by Gerry Dulay

Jennifer Ouyang Altman on "Empty Questions"

All too often our questions aren't truly open and honest inquiries. They may be loaded questions, freighted with biased assumptions. They may be leading questions, guiding the respondent to our preferred answer. Or they may simply be statements in disguise, efforts to appear open and honest that are anything but. The problem with these pseudo-questions is that they're never as clever or well-hidden as we think they are. To a respondent they feel hokey and theatrical, like an unwelcome pop quiz with all-too-obvious answers.

My colleague Jennifer Ouyang Altman has some outstanding guidance on how to avoid this and actually convey curiosity: Ask "empty" questions:

Every interaction is an opportunity to become more--or less--connected. You know what people find disconnecting? Perceived manipulation, which is especially offensive in the form of questioning, as if people can't see right through it. Shields go up.

How do we ask better questions? The goal is to be empty. What does that mean? It means releasing preconceived notions of what the answer is, having a relaxed curiosity, swinging freely. It means not forcing an agenda, not trying too hard, not fixing, saving, or correcting.

What kinds of questions stem from being empty?

Empowering questions that don't have a solution stuffed in them.

Stuffed: Should we send an email out?
Empowering: How do we get everyone up to speed?

Expanding questions that develop someone's thinking rather than constricting it.

Constricting: Can you do that?
Expanding: What would it take to do that?

Elevating questions that rise up above the trees to see the forest rather than staying in the weeds.

Weeds: How do we backfill this role as quickly as possible?
Elevating: Is this still the role we need?

Our questions can have the same intention, yet the impact of an empty question is radically different. Rather than ask, Why would we do that?, we can ask: What options have you explored? How did you choose this path? What issues do you see here?

By asking better questions--and truly listening to the response--we learn far more about other people's attitudes, motives, worldviews, values, and emotions, all of which enables us to forge stronger relationships. When I was sick earlier this year, the question that made me feel most heard, valued, and invited was the emptiest: What has it been like for you?

 

Adapted from the August 2023 issue of Jennifer's newsletter (which I highly recommend), with her gracious permission.

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For Further Reading

Scott Ginsberg on Asking (Better) Questions

Compasses and Weathervanes (30 Questions for Leaders)

Questions for a New Leader

The Six Layers of Knowledge and Better Conversations

Connect, Reflect, Direct...Then Ask (On Coaching)

How Great Coaches Ask, Listen, and Empathize

 

Photo by Lyza.

My Appearance on The Leadership Podcast

Jan Rutherford and Jim Vaselopulos are coaches who've been co-hosting The Leadership Podcast continuously since 2016, and they recently invited me to join them for Episode 393. We discussed my unexpected move to a sheep and cattle ranch after 30 years in San Francisco; my former work at Stanford, including founding The Art of Self-Coaching and teaching Interpersonal Dynamics, aka "Touchy Feely"; and the leadership challenges I see regularly in my coaching practice.

• Streaming Audio and Highlights
• Apple Podcasts
• Spotify
• Soundcloud

Recorded November 29, 2023. Published January 24, 2024.