a geek leader's guide to influencing business people
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In this paper you'll learn from Paul Glen and Maria McManus of Leading Geeks what influence is, why it's especially challenging for IT leaders and specific skills you need to become more influential.TRANSCRIPT
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 1
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
One of the most poorly kept secrets of technology leader-
ship is that we geek leaders tend to lack influence in our
organizations especially IT Leaders
Yoursquove probably noticed that few really seem to have the
clout that you would think comes with their lofty titles and a
plausible explanation for this phenomenon is not apparent
But if yoursquore interested in climbing the ladder and being
effective once you arrive at a higher rung you need a useful
framework for understanding why this might be happening
and what you can do about so you can take your place in
the inner circle of the organization
In this paper wersquore going to look in depth at
What influence is
Why itrsquos especially challenging for geek leaders
Specific skills you need to become more influential
Both the explanation and the skills that we highlight are
geared specifically toward people with technical back-
grounds because a lot of the generic approaches have not
served us well
In This Paper
WHY WE LACK INFLUENCE
Influence vs power 3
The preconditions of influence 4
Facts arenrsquot enough 5
A GEEK-FRIENDLY APPROACH
Reduce our resistance Become willing 7
Reduce their resistance Foster openness 10
SOFT SKILLS FOR INFLUENCE
Skill 1 Listen for whatrsquos important 15
Skill 2 Describe a rosy future 21
Skill 3 Expose your desire 23
Skill 4 Translate facts into stories 25
Skill 5 Restore Trust 28
A Geek Leaderrsquos Guide to Influencing
Business People
Leading Geeks is an education and consulting firm dedicated to unlocking the value of technical people By shining light on the different worldviews of technical and non-technical people we help solve age-old problems in new ways and uncover untapped potential for productivity creativity and innovation To explore how we might help you contact us at infoleadinggeekscom
Sponsored by
By PAUL GLEN and MARIA MCMANUS
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 2
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Is it really that bad
Unfortunately it is At all levels of IT management from top to bottom leaders struggle to influence
people in their organizations You have probably experienced firsthand the frustration of not being able
to get through to your colleagues or wondered why your seat at the table seems to come with its own
sound-cancelling force field
Itrsquos puzzling since they hire us because wersquore the experts and yet we wonder why
They make decisions without consulting us
They donrsquot listen when they do consult us
We end up feeling confused frustrat-
ed and disrespected and we wonder
ldquowhatrsquos wrong with themrdquo Or worse
ldquowhatrsquos wrong with merdquo The pain of
disrespect is bad enough coupled
with the confusion of why itrsquos
happening and what to do about it is
almost debilitating
You are not alone in this experience
Every few years therersquos a new study
accompanied by a flurry of headlines
reminding us about IT leadersrsquo
persistent lack of influence Here are
a few samples generated by a recent
Gartner study
ldquoCIOs dismissed as techies without business savvy by CEOsrdquo Computerworld UK April 12
2012
ldquoWhy CIOs Are Last Among Equalsrdquo Sloan Management Review May 20 2012
ldquoMost CIOs on the board but have little business influence rdquo Computerworld UK July 20
2012
Whatrsquos been tried to fix this
As geek leaders we are not ones to leave a problem unsolved We have been diligently working on this
problem for a generation We have invested countless hours learning to ldquospeak the language of the
businessrdquo with the assumption that if we speak their language we will be heard and our influence
embraced Wersquove gotten MBAs and other advanced degrees hoping that the credentials will bolster our
stature as authorities which in turn will make people listen more We have devised ingenious metrics
to measure and prove our worth with the assumption that when people understand how important we
are to the mission of the organization they will listen
But year after year very little changes
The confusion of why itrsquos happening and what to do about it is almost debilitating
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 3
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Why we lack influence Perhaps nothing changes because we havenrsquot grasped the underlying reasons for why we have lacked
influence for so long These reasons have been hiding in places where geeks tend not to look hellip in the
realm of human relationships trust and empathy In our work exploring the worldview differences
between geeks and non-geeks we have uncovered unexpected insights about why IT professionals tend
to lack influence The primary reasons include
We donrsquot know the difference between influence and power
We fail to cultivate the preconditions for being influential
We try to use techniques that are more suited to sales people than geeks
Influence vs power
The biggest reason that we donrsquot have much influence is that we fundamentally misunderstand what it
is We have trouble as most people do distinguishing between influence and power
When we lead discussions with senior IT leaders or groups of CIOs and ask them to describe the
difference between influence and power they quickly become flustered and confused by their lack of
clarity They usually assert that both are a means of getting people to do what you want And in this
model influence becomes a kind of
watered down version of power a
kind of power-lite With power you
just tell people what to do and they do
it because you control the conse-
quences of their compliance With
influence you ask cajole or convince
them to do it instead
But that model is incorrect Power
and influence are not different means
for achieving the same end They are
quite distinct from one another and if
you want to expand your ability to
influence people you need to
understand the difference
Power is the ability to affect another personrsquos observable behavior If Irsquom wielding power I have the means and will to coerce you to do what I want I may do it through authority control of rewards or threats of punishment but regardless it is coercive
Influence is the ability to affect another personrsquos inner state hellip what they think feel and believe If Irsquom exerting influence Irsquom trying to change your inner experience how you think or feel about something Perhaps you may do something differently because of your internal change but itrsquos not because I ldquomade you do itrdquo
Influence is the ability to affect another personrsquos inner state
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 4
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Letrsquos look at an everyday example of the difference between power and influence You pick up your
mail and you see that you have been summoned to jury duty You know that according to the laws in
your state if you donrsquot show up you could be fined or even jailed And you know that the state with
their well-funded police force could nab you the next time you run a stop sign and the consequences
could be severe So despite the huge inconvenience you show up at jury duty grumbling all the way
And the police and judge really couldnrsquot care less what your inner state might be whether yoursquore happy
to serve or not All they care about is your compliance
Letrsquos say you were picked to sit on that jury Now you are listening to the lawyers present their case
trying to sway your opinion toward their side in whatever way they can But these lawyers have no
power over you All they can do is influence how you view the facts how you feel about the defend-
ants and what principles of right and wrong you should apply
As you can see the targets are completely different With power your inner state is irrelevant With
influence your inner state is everything
The preconditions of influence
Given that influence is about affecting someonersquos inner state we can now see how the requirements for
exercising influence is very different than simply having a carrot or a stick There are three basic
preconditions that must be met by you and the people you want to influence
They must be open to being influenced by you
You must be willing to change their inner state
You must be able to move them to think feel andor believe differently
The hard truth is that many of us technical leaders lack influence because we donrsquot meet the precondi-
tions of influence We rarely consider whether or not people are open to us And since we have an
aversion meddling with peoplersquos inner lives we are neither willing nor particularly capable of doing it
well
Why Because we prefer to believe that facts should be influential not people
Facts arenrsquot enough
Early in Paulrsquos consulting career he
had a painful lesson in which facts
logic and reason completely failed
him Herersquos his story
ldquoA CIO hired me to fix his depart-
ments software development process
problems Specifically he wanted me
to analyze why despite having
implemented elaborate processes the
projects were still late over budget or
failing altogether
They must be open you must be willing and able
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 5
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
So I did my analysis and felt good about my conclusions I wrote a detailed and logically organized
presentation and walked the CIO through it As I presented it he seemed engaged receptive and
pleased He asked good questions and constantly nodded in agreement with key points In short he
agreed with the facts He agreed with principles He agreed with absolutely everything I said hellip until I
got to the recommendations
When I started to recommend specific changes including some behavioral adjustments for him his
demeanor completely changed With
a scowl on his face he said ldquoIrsquom not
doing any of thatrdquo
I was totally shocked Hadnrsquot I laid out
a rational reasonable case supported
by credible evidence and hadnrsquot he
agreed with every premise and every
fact Yes he had So what went
wrong
In retrospect I realized I hadnrsquot
prepared him emotionally to accept
that what he thought were process
problems were really people prob-
lems in which he played an important
role I made the mistake of assuming
that the indisputable facts would lead
to the obvious conclusion and compel
him to take action But I failed to move him in the direction of making a personal change and nothing
got betterrdquo
This is not a unique experience When we tell this story at workshops and presentations heads nod in
recognition it is an almost universal experience among geek leaders hellip although we may have masterful
command over the facts we often fail to influence the people even when it is for their own good
Ill-fitting advice
Geeks tend to overemphasize the importance of facts overlooking the importance of cultivating
emotional openness However experts on influence tend to overemphasize the importance of persua-
sive techniques overlooking the importance of overcoming resistance to even using these techniques
Many useful and widely read books have been written on influence and persuasion and what they tend
to have in common is that they focus on skills and techniques Wersquove observed that blindly following
this type of advice rarely leads to influence at least for technical people Those who try to use these
formulaic approaches seem wooden and inauthentic odd and off-putting
Many of the techniques are about overwhelming other peoplersquos resistance to your will or treating
others like unwitting victims of your savvy manipulation While this may be fine for a salesperson trying
to close a single deal itrsquos not the kind of approach most of us can adopt
Hadnrsquot he agreed with every premise and every fact Yes he had So what went wrong
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 6
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
We geeks are generally not interested
in dominating others We want to be
respected and included not feared
and obeyed Nor are we interested in
manipulating how people feel Many
geek leaders strongly adhere to
principles of respect for another
personrsquos intelligence transparency of
information and intent and rational
decision making based on good facts
So telling us to simply adopt persua-
sive techniques without addressing our aversion to persuading other people wonrsquot help us much
A geek-friendly approach to influence So what geek leaders need is an approach that is
Focused on building influence rather than power
Consistent with our goals and personalities
Suited for us and for those we would like to influence
What wersquove observed is that rather than following the conventional advice a more effective approach is
to think about influence as a two stage process for meeting the preconditions for influence
First reduce resistance
Then use techniques of influence to change othersrsquo inner state
Now letrsquos look at the preconditions for influence and note that this approach addresses all three and
raises the probability of success
We need to address our aversion to persuading other people
Become more willing
Foster their openness
Adapt our approaches
First reduce resistance
Then improve technique
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
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A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
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And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
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A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 2
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Is it really that bad
Unfortunately it is At all levels of IT management from top to bottom leaders struggle to influence
people in their organizations You have probably experienced firsthand the frustration of not being able
to get through to your colleagues or wondered why your seat at the table seems to come with its own
sound-cancelling force field
Itrsquos puzzling since they hire us because wersquore the experts and yet we wonder why
They make decisions without consulting us
They donrsquot listen when they do consult us
We end up feeling confused frustrat-
ed and disrespected and we wonder
ldquowhatrsquos wrong with themrdquo Or worse
ldquowhatrsquos wrong with merdquo The pain of
disrespect is bad enough coupled
with the confusion of why itrsquos
happening and what to do about it is
almost debilitating
You are not alone in this experience
Every few years therersquos a new study
accompanied by a flurry of headlines
reminding us about IT leadersrsquo
persistent lack of influence Here are
a few samples generated by a recent
Gartner study
ldquoCIOs dismissed as techies without business savvy by CEOsrdquo Computerworld UK April 12
2012
ldquoWhy CIOs Are Last Among Equalsrdquo Sloan Management Review May 20 2012
ldquoMost CIOs on the board but have little business influence rdquo Computerworld UK July 20
2012
Whatrsquos been tried to fix this
As geek leaders we are not ones to leave a problem unsolved We have been diligently working on this
problem for a generation We have invested countless hours learning to ldquospeak the language of the
businessrdquo with the assumption that if we speak their language we will be heard and our influence
embraced Wersquove gotten MBAs and other advanced degrees hoping that the credentials will bolster our
stature as authorities which in turn will make people listen more We have devised ingenious metrics
to measure and prove our worth with the assumption that when people understand how important we
are to the mission of the organization they will listen
But year after year very little changes
The confusion of why itrsquos happening and what to do about it is almost debilitating
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 3
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Why we lack influence Perhaps nothing changes because we havenrsquot grasped the underlying reasons for why we have lacked
influence for so long These reasons have been hiding in places where geeks tend not to look hellip in the
realm of human relationships trust and empathy In our work exploring the worldview differences
between geeks and non-geeks we have uncovered unexpected insights about why IT professionals tend
to lack influence The primary reasons include
We donrsquot know the difference between influence and power
We fail to cultivate the preconditions for being influential
We try to use techniques that are more suited to sales people than geeks
Influence vs power
The biggest reason that we donrsquot have much influence is that we fundamentally misunderstand what it
is We have trouble as most people do distinguishing between influence and power
When we lead discussions with senior IT leaders or groups of CIOs and ask them to describe the
difference between influence and power they quickly become flustered and confused by their lack of
clarity They usually assert that both are a means of getting people to do what you want And in this
model influence becomes a kind of
watered down version of power a
kind of power-lite With power you
just tell people what to do and they do
it because you control the conse-
quences of their compliance With
influence you ask cajole or convince
them to do it instead
But that model is incorrect Power
and influence are not different means
for achieving the same end They are
quite distinct from one another and if
you want to expand your ability to
influence people you need to
understand the difference
Power is the ability to affect another personrsquos observable behavior If Irsquom wielding power I have the means and will to coerce you to do what I want I may do it through authority control of rewards or threats of punishment but regardless it is coercive
Influence is the ability to affect another personrsquos inner state hellip what they think feel and believe If Irsquom exerting influence Irsquom trying to change your inner experience how you think or feel about something Perhaps you may do something differently because of your internal change but itrsquos not because I ldquomade you do itrdquo
Influence is the ability to affect another personrsquos inner state
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 4
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Letrsquos look at an everyday example of the difference between power and influence You pick up your
mail and you see that you have been summoned to jury duty You know that according to the laws in
your state if you donrsquot show up you could be fined or even jailed And you know that the state with
their well-funded police force could nab you the next time you run a stop sign and the consequences
could be severe So despite the huge inconvenience you show up at jury duty grumbling all the way
And the police and judge really couldnrsquot care less what your inner state might be whether yoursquore happy
to serve or not All they care about is your compliance
Letrsquos say you were picked to sit on that jury Now you are listening to the lawyers present their case
trying to sway your opinion toward their side in whatever way they can But these lawyers have no
power over you All they can do is influence how you view the facts how you feel about the defend-
ants and what principles of right and wrong you should apply
As you can see the targets are completely different With power your inner state is irrelevant With
influence your inner state is everything
The preconditions of influence
Given that influence is about affecting someonersquos inner state we can now see how the requirements for
exercising influence is very different than simply having a carrot or a stick There are three basic
preconditions that must be met by you and the people you want to influence
They must be open to being influenced by you
You must be willing to change their inner state
You must be able to move them to think feel andor believe differently
The hard truth is that many of us technical leaders lack influence because we donrsquot meet the precondi-
tions of influence We rarely consider whether or not people are open to us And since we have an
aversion meddling with peoplersquos inner lives we are neither willing nor particularly capable of doing it
well
Why Because we prefer to believe that facts should be influential not people
Facts arenrsquot enough
Early in Paulrsquos consulting career he
had a painful lesson in which facts
logic and reason completely failed
him Herersquos his story
ldquoA CIO hired me to fix his depart-
ments software development process
problems Specifically he wanted me
to analyze why despite having
implemented elaborate processes the
projects were still late over budget or
failing altogether
They must be open you must be willing and able
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 5
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
So I did my analysis and felt good about my conclusions I wrote a detailed and logically organized
presentation and walked the CIO through it As I presented it he seemed engaged receptive and
pleased He asked good questions and constantly nodded in agreement with key points In short he
agreed with the facts He agreed with principles He agreed with absolutely everything I said hellip until I
got to the recommendations
When I started to recommend specific changes including some behavioral adjustments for him his
demeanor completely changed With
a scowl on his face he said ldquoIrsquom not
doing any of thatrdquo
I was totally shocked Hadnrsquot I laid out
a rational reasonable case supported
by credible evidence and hadnrsquot he
agreed with every premise and every
fact Yes he had So what went
wrong
In retrospect I realized I hadnrsquot
prepared him emotionally to accept
that what he thought were process
problems were really people prob-
lems in which he played an important
role I made the mistake of assuming
that the indisputable facts would lead
to the obvious conclusion and compel
him to take action But I failed to move him in the direction of making a personal change and nothing
got betterrdquo
This is not a unique experience When we tell this story at workshops and presentations heads nod in
recognition it is an almost universal experience among geek leaders hellip although we may have masterful
command over the facts we often fail to influence the people even when it is for their own good
Ill-fitting advice
Geeks tend to overemphasize the importance of facts overlooking the importance of cultivating
emotional openness However experts on influence tend to overemphasize the importance of persua-
sive techniques overlooking the importance of overcoming resistance to even using these techniques
Many useful and widely read books have been written on influence and persuasion and what they tend
to have in common is that they focus on skills and techniques Wersquove observed that blindly following
this type of advice rarely leads to influence at least for technical people Those who try to use these
formulaic approaches seem wooden and inauthentic odd and off-putting
Many of the techniques are about overwhelming other peoplersquos resistance to your will or treating
others like unwitting victims of your savvy manipulation While this may be fine for a salesperson trying
to close a single deal itrsquos not the kind of approach most of us can adopt
Hadnrsquot he agreed with every premise and every fact Yes he had So what went wrong
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 6
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
We geeks are generally not interested
in dominating others We want to be
respected and included not feared
and obeyed Nor are we interested in
manipulating how people feel Many
geek leaders strongly adhere to
principles of respect for another
personrsquos intelligence transparency of
information and intent and rational
decision making based on good facts
So telling us to simply adopt persua-
sive techniques without addressing our aversion to persuading other people wonrsquot help us much
A geek-friendly approach to influence So what geek leaders need is an approach that is
Focused on building influence rather than power
Consistent with our goals and personalities
Suited for us and for those we would like to influence
What wersquove observed is that rather than following the conventional advice a more effective approach is
to think about influence as a two stage process for meeting the preconditions for influence
First reduce resistance
Then use techniques of influence to change othersrsquo inner state
Now letrsquos look at the preconditions for influence and note that this approach addresses all three and
raises the probability of success
We need to address our aversion to persuading other people
Become more willing
Foster their openness
Adapt our approaches
First reduce resistance
Then improve technique
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
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A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 3
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Why we lack influence Perhaps nothing changes because we havenrsquot grasped the underlying reasons for why we have lacked
influence for so long These reasons have been hiding in places where geeks tend not to look hellip in the
realm of human relationships trust and empathy In our work exploring the worldview differences
between geeks and non-geeks we have uncovered unexpected insights about why IT professionals tend
to lack influence The primary reasons include
We donrsquot know the difference between influence and power
We fail to cultivate the preconditions for being influential
We try to use techniques that are more suited to sales people than geeks
Influence vs power
The biggest reason that we donrsquot have much influence is that we fundamentally misunderstand what it
is We have trouble as most people do distinguishing between influence and power
When we lead discussions with senior IT leaders or groups of CIOs and ask them to describe the
difference between influence and power they quickly become flustered and confused by their lack of
clarity They usually assert that both are a means of getting people to do what you want And in this
model influence becomes a kind of
watered down version of power a
kind of power-lite With power you
just tell people what to do and they do
it because you control the conse-
quences of their compliance With
influence you ask cajole or convince
them to do it instead
But that model is incorrect Power
and influence are not different means
for achieving the same end They are
quite distinct from one another and if
you want to expand your ability to
influence people you need to
understand the difference
Power is the ability to affect another personrsquos observable behavior If Irsquom wielding power I have the means and will to coerce you to do what I want I may do it through authority control of rewards or threats of punishment but regardless it is coercive
Influence is the ability to affect another personrsquos inner state hellip what they think feel and believe If Irsquom exerting influence Irsquom trying to change your inner experience how you think or feel about something Perhaps you may do something differently because of your internal change but itrsquos not because I ldquomade you do itrdquo
Influence is the ability to affect another personrsquos inner state
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 4
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Letrsquos look at an everyday example of the difference between power and influence You pick up your
mail and you see that you have been summoned to jury duty You know that according to the laws in
your state if you donrsquot show up you could be fined or even jailed And you know that the state with
their well-funded police force could nab you the next time you run a stop sign and the consequences
could be severe So despite the huge inconvenience you show up at jury duty grumbling all the way
And the police and judge really couldnrsquot care less what your inner state might be whether yoursquore happy
to serve or not All they care about is your compliance
Letrsquos say you were picked to sit on that jury Now you are listening to the lawyers present their case
trying to sway your opinion toward their side in whatever way they can But these lawyers have no
power over you All they can do is influence how you view the facts how you feel about the defend-
ants and what principles of right and wrong you should apply
As you can see the targets are completely different With power your inner state is irrelevant With
influence your inner state is everything
The preconditions of influence
Given that influence is about affecting someonersquos inner state we can now see how the requirements for
exercising influence is very different than simply having a carrot or a stick There are three basic
preconditions that must be met by you and the people you want to influence
They must be open to being influenced by you
You must be willing to change their inner state
You must be able to move them to think feel andor believe differently
The hard truth is that many of us technical leaders lack influence because we donrsquot meet the precondi-
tions of influence We rarely consider whether or not people are open to us And since we have an
aversion meddling with peoplersquos inner lives we are neither willing nor particularly capable of doing it
well
Why Because we prefer to believe that facts should be influential not people
Facts arenrsquot enough
Early in Paulrsquos consulting career he
had a painful lesson in which facts
logic and reason completely failed
him Herersquos his story
ldquoA CIO hired me to fix his depart-
ments software development process
problems Specifically he wanted me
to analyze why despite having
implemented elaborate processes the
projects were still late over budget or
failing altogether
They must be open you must be willing and able
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 5
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
So I did my analysis and felt good about my conclusions I wrote a detailed and logically organized
presentation and walked the CIO through it As I presented it he seemed engaged receptive and
pleased He asked good questions and constantly nodded in agreement with key points In short he
agreed with the facts He agreed with principles He agreed with absolutely everything I said hellip until I
got to the recommendations
When I started to recommend specific changes including some behavioral adjustments for him his
demeanor completely changed With
a scowl on his face he said ldquoIrsquom not
doing any of thatrdquo
I was totally shocked Hadnrsquot I laid out
a rational reasonable case supported
by credible evidence and hadnrsquot he
agreed with every premise and every
fact Yes he had So what went
wrong
In retrospect I realized I hadnrsquot
prepared him emotionally to accept
that what he thought were process
problems were really people prob-
lems in which he played an important
role I made the mistake of assuming
that the indisputable facts would lead
to the obvious conclusion and compel
him to take action But I failed to move him in the direction of making a personal change and nothing
got betterrdquo
This is not a unique experience When we tell this story at workshops and presentations heads nod in
recognition it is an almost universal experience among geek leaders hellip although we may have masterful
command over the facts we often fail to influence the people even when it is for their own good
Ill-fitting advice
Geeks tend to overemphasize the importance of facts overlooking the importance of cultivating
emotional openness However experts on influence tend to overemphasize the importance of persua-
sive techniques overlooking the importance of overcoming resistance to even using these techniques
Many useful and widely read books have been written on influence and persuasion and what they tend
to have in common is that they focus on skills and techniques Wersquove observed that blindly following
this type of advice rarely leads to influence at least for technical people Those who try to use these
formulaic approaches seem wooden and inauthentic odd and off-putting
Many of the techniques are about overwhelming other peoplersquos resistance to your will or treating
others like unwitting victims of your savvy manipulation While this may be fine for a salesperson trying
to close a single deal itrsquos not the kind of approach most of us can adopt
Hadnrsquot he agreed with every premise and every fact Yes he had So what went wrong
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 6
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
We geeks are generally not interested
in dominating others We want to be
respected and included not feared
and obeyed Nor are we interested in
manipulating how people feel Many
geek leaders strongly adhere to
principles of respect for another
personrsquos intelligence transparency of
information and intent and rational
decision making based on good facts
So telling us to simply adopt persua-
sive techniques without addressing our aversion to persuading other people wonrsquot help us much
A geek-friendly approach to influence So what geek leaders need is an approach that is
Focused on building influence rather than power
Consistent with our goals and personalities
Suited for us and for those we would like to influence
What wersquove observed is that rather than following the conventional advice a more effective approach is
to think about influence as a two stage process for meeting the preconditions for influence
First reduce resistance
Then use techniques of influence to change othersrsquo inner state
Now letrsquos look at the preconditions for influence and note that this approach addresses all three and
raises the probability of success
We need to address our aversion to persuading other people
Become more willing
Foster their openness
Adapt our approaches
First reduce resistance
Then improve technique
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
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A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
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A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Citrix GoToAssist provides easy-to-use cloud-based solutions that
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GoToMeeting is the extremely simple extraordinarily powerful web
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wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 4
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Letrsquos look at an everyday example of the difference between power and influence You pick up your
mail and you see that you have been summoned to jury duty You know that according to the laws in
your state if you donrsquot show up you could be fined or even jailed And you know that the state with
their well-funded police force could nab you the next time you run a stop sign and the consequences
could be severe So despite the huge inconvenience you show up at jury duty grumbling all the way
And the police and judge really couldnrsquot care less what your inner state might be whether yoursquore happy
to serve or not All they care about is your compliance
Letrsquos say you were picked to sit on that jury Now you are listening to the lawyers present their case
trying to sway your opinion toward their side in whatever way they can But these lawyers have no
power over you All they can do is influence how you view the facts how you feel about the defend-
ants and what principles of right and wrong you should apply
As you can see the targets are completely different With power your inner state is irrelevant With
influence your inner state is everything
The preconditions of influence
Given that influence is about affecting someonersquos inner state we can now see how the requirements for
exercising influence is very different than simply having a carrot or a stick There are three basic
preconditions that must be met by you and the people you want to influence
They must be open to being influenced by you
You must be willing to change their inner state
You must be able to move them to think feel andor believe differently
The hard truth is that many of us technical leaders lack influence because we donrsquot meet the precondi-
tions of influence We rarely consider whether or not people are open to us And since we have an
aversion meddling with peoplersquos inner lives we are neither willing nor particularly capable of doing it
well
Why Because we prefer to believe that facts should be influential not people
Facts arenrsquot enough
Early in Paulrsquos consulting career he
had a painful lesson in which facts
logic and reason completely failed
him Herersquos his story
ldquoA CIO hired me to fix his depart-
ments software development process
problems Specifically he wanted me
to analyze why despite having
implemented elaborate processes the
projects were still late over budget or
failing altogether
They must be open you must be willing and able
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 5
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
So I did my analysis and felt good about my conclusions I wrote a detailed and logically organized
presentation and walked the CIO through it As I presented it he seemed engaged receptive and
pleased He asked good questions and constantly nodded in agreement with key points In short he
agreed with the facts He agreed with principles He agreed with absolutely everything I said hellip until I
got to the recommendations
When I started to recommend specific changes including some behavioral adjustments for him his
demeanor completely changed With
a scowl on his face he said ldquoIrsquom not
doing any of thatrdquo
I was totally shocked Hadnrsquot I laid out
a rational reasonable case supported
by credible evidence and hadnrsquot he
agreed with every premise and every
fact Yes he had So what went
wrong
In retrospect I realized I hadnrsquot
prepared him emotionally to accept
that what he thought were process
problems were really people prob-
lems in which he played an important
role I made the mistake of assuming
that the indisputable facts would lead
to the obvious conclusion and compel
him to take action But I failed to move him in the direction of making a personal change and nothing
got betterrdquo
This is not a unique experience When we tell this story at workshops and presentations heads nod in
recognition it is an almost universal experience among geek leaders hellip although we may have masterful
command over the facts we often fail to influence the people even when it is for their own good
Ill-fitting advice
Geeks tend to overemphasize the importance of facts overlooking the importance of cultivating
emotional openness However experts on influence tend to overemphasize the importance of persua-
sive techniques overlooking the importance of overcoming resistance to even using these techniques
Many useful and widely read books have been written on influence and persuasion and what they tend
to have in common is that they focus on skills and techniques Wersquove observed that blindly following
this type of advice rarely leads to influence at least for technical people Those who try to use these
formulaic approaches seem wooden and inauthentic odd and off-putting
Many of the techniques are about overwhelming other peoplersquos resistance to your will or treating
others like unwitting victims of your savvy manipulation While this may be fine for a salesperson trying
to close a single deal itrsquos not the kind of approach most of us can adopt
Hadnrsquot he agreed with every premise and every fact Yes he had So what went wrong
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 6
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
We geeks are generally not interested
in dominating others We want to be
respected and included not feared
and obeyed Nor are we interested in
manipulating how people feel Many
geek leaders strongly adhere to
principles of respect for another
personrsquos intelligence transparency of
information and intent and rational
decision making based on good facts
So telling us to simply adopt persua-
sive techniques without addressing our aversion to persuading other people wonrsquot help us much
A geek-friendly approach to influence So what geek leaders need is an approach that is
Focused on building influence rather than power
Consistent with our goals and personalities
Suited for us and for those we would like to influence
What wersquove observed is that rather than following the conventional advice a more effective approach is
to think about influence as a two stage process for meeting the preconditions for influence
First reduce resistance
Then use techniques of influence to change othersrsquo inner state
Now letrsquos look at the preconditions for influence and note that this approach addresses all three and
raises the probability of success
We need to address our aversion to persuading other people
Become more willing
Foster their openness
Adapt our approaches
First reduce resistance
Then improve technique
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
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A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
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A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
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A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Citrix GoToAssist provides easy-to-use cloud-based solutions that
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 5
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
So I did my analysis and felt good about my conclusions I wrote a detailed and logically organized
presentation and walked the CIO through it As I presented it he seemed engaged receptive and
pleased He asked good questions and constantly nodded in agreement with key points In short he
agreed with the facts He agreed with principles He agreed with absolutely everything I said hellip until I
got to the recommendations
When I started to recommend specific changes including some behavioral adjustments for him his
demeanor completely changed With
a scowl on his face he said ldquoIrsquom not
doing any of thatrdquo
I was totally shocked Hadnrsquot I laid out
a rational reasonable case supported
by credible evidence and hadnrsquot he
agreed with every premise and every
fact Yes he had So what went
wrong
In retrospect I realized I hadnrsquot
prepared him emotionally to accept
that what he thought were process
problems were really people prob-
lems in which he played an important
role I made the mistake of assuming
that the indisputable facts would lead
to the obvious conclusion and compel
him to take action But I failed to move him in the direction of making a personal change and nothing
got betterrdquo
This is not a unique experience When we tell this story at workshops and presentations heads nod in
recognition it is an almost universal experience among geek leaders hellip although we may have masterful
command over the facts we often fail to influence the people even when it is for their own good
Ill-fitting advice
Geeks tend to overemphasize the importance of facts overlooking the importance of cultivating
emotional openness However experts on influence tend to overemphasize the importance of persua-
sive techniques overlooking the importance of overcoming resistance to even using these techniques
Many useful and widely read books have been written on influence and persuasion and what they tend
to have in common is that they focus on skills and techniques Wersquove observed that blindly following
this type of advice rarely leads to influence at least for technical people Those who try to use these
formulaic approaches seem wooden and inauthentic odd and off-putting
Many of the techniques are about overwhelming other peoplersquos resistance to your will or treating
others like unwitting victims of your savvy manipulation While this may be fine for a salesperson trying
to close a single deal itrsquos not the kind of approach most of us can adopt
Hadnrsquot he agreed with every premise and every fact Yes he had So what went wrong
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 6
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
We geeks are generally not interested
in dominating others We want to be
respected and included not feared
and obeyed Nor are we interested in
manipulating how people feel Many
geek leaders strongly adhere to
principles of respect for another
personrsquos intelligence transparency of
information and intent and rational
decision making based on good facts
So telling us to simply adopt persua-
sive techniques without addressing our aversion to persuading other people wonrsquot help us much
A geek-friendly approach to influence So what geek leaders need is an approach that is
Focused on building influence rather than power
Consistent with our goals and personalities
Suited for us and for those we would like to influence
What wersquove observed is that rather than following the conventional advice a more effective approach is
to think about influence as a two stage process for meeting the preconditions for influence
First reduce resistance
Then use techniques of influence to change othersrsquo inner state
Now letrsquos look at the preconditions for influence and note that this approach addresses all three and
raises the probability of success
We need to address our aversion to persuading other people
Become more willing
Foster their openness
Adapt our approaches
First reduce resistance
Then improve technique
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 6
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
We geeks are generally not interested
in dominating others We want to be
respected and included not feared
and obeyed Nor are we interested in
manipulating how people feel Many
geek leaders strongly adhere to
principles of respect for another
personrsquos intelligence transparency of
information and intent and rational
decision making based on good facts
So telling us to simply adopt persua-
sive techniques without addressing our aversion to persuading other people wonrsquot help us much
A geek-friendly approach to influence So what geek leaders need is an approach that is
Focused on building influence rather than power
Consistent with our goals and personalities
Suited for us and for those we would like to influence
What wersquove observed is that rather than following the conventional advice a more effective approach is
to think about influence as a two stage process for meeting the preconditions for influence
First reduce resistance
Then use techniques of influence to change othersrsquo inner state
Now letrsquos look at the preconditions for influence and note that this approach addresses all three and
raises the probability of success
We need to address our aversion to persuading other people
Become more willing
Foster their openness
Adapt our approaches
First reduce resistance
Then improve technique
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
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A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
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A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 7
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce our resistance Become willing to move people The first source of resistance isnrsquot theirs but ours We hate the whole idea of influence once we
understand what it really means You might be saying to yourself ldquoDonrsquot be absurd of course Irsquom willing
to influence people I wouldnrsquot be reading about it if I werenrsquotrdquo
But donrsquot be so sure
Our beliefs undermine our willingness
If you are like many people in technology you probably hold some firmly held beliefs that get in the way
of your willingness to move people Wersquove identified two beliefs that are real obstacles
1 Peoplersquos decisions should be based on logic and objectively verifiable facts rather than subjective
experience
Most geeks believe that how people feel on the inside their subjective reality is not a good basis for
decision-making Itrsquos irrelevant at best and destructive at worst We love working with technology
because unlike people it behaves predictably and consistently (usually) In our heart of hearts we
dearly wish that people would behave this way too What we really wish is that influence was unneces-
sary and that we would all look at the
same set of facts and independently
come to the same conclusion That
human beings donrsquot behave this way
seems to us like a design flaw
So we carry around the sense that
humans who donrsquot operate on pure
reason are flawed (and annoying)
2 ldquoManipulatingrdquo other peoplersquos
inner experience is wrong
We donrsquot want to take advantage of a
design flaw We donrsquot want to appeal
to how people feel on the inside
because it seems disrespectful like pointing out that someone has something stuck in their teeth We
have a negative emotional reaction to the whole idea of appealing to emotions since we hate it when
people appeal to ours
It is a weird irony that our reputation for being mechanical and robotic is based on our most empathetic
impulse We donrsquot appeal to emotions because it makes us cringe to have our emotions appealed to
and we really donrsquot want to do that to other people
These beliefs which may be so important to developing great technology undermine our influence
because as we will see many if not most of our colleagues rely on their emotions to understand the
world and make decisions Our unwillingness to try to change othersrsquo emotions is at the heart of why
we lack influence
We hate the whole idea of influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
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A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
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A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
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A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Citrix GoToAssist provides easy-to-use cloud-based solutions that
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according to TSIA research To learn more visit wwwgotoassistcom
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GoToMeeting is the extremely simple extraordinarily powerful web
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and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 8
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Decisions are based on emotions
As much as we wish it werenrsquot so human emotions are essential to decision making Reason facts and
logic are just not enough At a very basic level a human organism determines what to do next by
distinguishing what feels good from what feels bad And the experience of good and bad rewarding
and punishing is a function of how we process simple emotional responses When emotional pro-
cessing is damaged people become paralyzed with indecision
Some of the most compelling evidence of this comes from the work of a neuroscientist named Antonio
Damasio He studied a number of patients with damage to part of the orbitofrontal cortex and portion
of the prefrontal cortex the part of the brain associated with emotional processing
He noticed that these patients not only became emotionless and devoid of wants and desires but they
also became utterly unable to make decisions One day one of his emotionless patients whom the
psychology world knows as Eliot tried to make a simple decision about when to set up his next appoint-
ment with the researcher This is how Damasio describes it
ldquoFor the better part of half an hour the patient enumerated reasons for and against each of
the two dates previous engagements proximity to other engagements possible meteorologi-
cal conditions virtually anything that one could reasonably think about concerning a simple
date [It was] a fruitless comparison of options and possible consequences It took enormous
discipline to listen to all of this without pounding on the table and telling him to stoprdquo
Numerous other studies are shedding light on how simple affective experience enables cognition But
letrsquos look at a very simple model for
how this works because accepting the
role of emotions in decision making is
essential for becoming more willing to
move people toward good decisions
A geek-compatible approach to appealing to emotions
Emotions are hard to understand and
deal with They seem infinitely
complex unpredictable and inherently
ambiguous But there is one rule of
thumb that we have found to be
extremely useful for concrete thinkers who want to up their emotional game Simply put
People choose things that make them feel good or not feel bad
With this rule of thumb you can adjust your approach to influencing someone based on what makes
them feel good And the first step toward doing so is to recognize this important truth
What makes you feel good does not necessarily make someone else feel good
What makes you feel good does not necessarily make someone else feel good
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
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A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
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A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
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A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
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A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
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A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
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As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 9
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
This seems like itrsquos almost too obvious to bother saying but you would be surprised how often we lose
sight of this basic fact especially at work And in our exploration of the differences between geeks and
non-geeks wersquove identified a fundamental difference in what geeks find rewarding compared to most
of the rest of the work world
This difference is marked by how deeply rewarding it is for geeks to align themselves with Truth
Objectively verifiable truth For many of us this is our primary means of connecting with other people
By sharing agreement on what is known to be true we feel a sense of belonging to a community greater
than ourselves
So geeks ironically have a very emotional attachment to facts and logic because if feels good Itrsquos no
accident that Mr Spock is by far the most popular Star Trek character of all time among geeks
Other people are not necessarily motived by objectivity in the same way Letrsquos look at some differences
While it is not in our scope to describe the entirety of possible human motivations we are highlighting
some that you will likely see at work And as commonplace as these social and subjective motivations
are we find that many geeks refuse to
accept their validity as motives
To geeks the desire for self-
expression seems indulgent Status-
seeking seems craven belonging
seems trivial harmony seems
pathetically Pollyanna-ish and
winning seems evil
Since these alternative motivations
seem so wrong appealing to them
feels even worse Many geek leaders are unwilling to do so and this is at the heart of why we lack
influence Because we arenrsquot willing to extend ourselves stretch our worldviews and meet people
where they are at
One could look at this tendency negatively and label it stubbornness and inflexibility but we prefer to
recognize that this tendency is rooted in strong principled behavior and a special geek brand of empa-
thy Geeks are simply following the golden rule here Treating others as they would like to be treated
But the golden rule is fundamentally flawed because it doesnrsquot account for real deep divisive differ-
ences in what people find rewarding
Objectivity makes geeks feel good Non-geeks gravitate to the subjective and social
Facts Logic Evidence Analysis Right answers
Belonging Status Harmony Self-expression Winning
The golden rule is fundamentally flawed
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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GoToMeeting is the extremely simple extraordinarily powerful web
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wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 10
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Reduce their resistance Foster openness The second source of resistance is theirs rather than ours No matter how willing we are to change
someone elsersquos inner experience they must be open to allow us to do that You canrsquot overpower
someone to change how they feel You canrsquot grab your project sponsor by the shirt stare into her eyes
and say ldquoYou care about this project nowrdquo
So we need to understand what makes a person open to being influenced by someone else Itrsquos rather
simple really For them to be open to your influence they need to believe two things
You are competent enough to help me in this domain
You are on my side
Overemphasizing competence
Just as we overemphasize facts we geeks also tend to overemphasize competence We believe that if
we are knowledgeable in this area and smart than they should be open to our influence In other
words ldquoIf I know what Irsquom talking about you should heed my advicerdquo
Thatrsquos why we spend so much time and effort demonstrating validating and expanding our compe-
tence We love advanced degrees learning new skills getting certified in new languages or project
management approaches Not only are these fun and satisfying for us we believe that these are the
things that should matter most when others consider whether to be open to our influence ldquoIf an
objective third party deems me competent than so should yourdquo
But this single-minded focus on competence has disastrous results Because in truth if someone
doesnrsquot think that yoursquore on their side it doesnrsquot matter what they think of your competence In fact if
they think that your allegiance lies elsewhere and they think you are competent they become even less
open Competent enemies are much more threatening than incompetent ones
So wersquore not going to focus on competence here since thatrsquos not our challenge Letrsquos focus on the
second criteria because in general we
are terrible at creating the feeling in
others that we are ldquoon their siderdquo
ldquoThatrsquos absurdrdquo you say ldquoHow could
they doubt my commitment Donrsquot
they know how many hours I put in
While theyrsquore home watching a
football game my team and I are
here launching services for themrdquo
Well actually they donrsquot know the
number of hours that you put in and
even if they did thatrsquos not how
people evaluate whether or not you
are on their side
Competent enemies are much more threatening than incompetent ones
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
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A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
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And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
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A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 11
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How do people evaluate same-sidedness
The source of the feeling of same-sidedness is primal even biological and is sensed by people based on
a number of cues that we geeks rarely attend to
This is because the feeling of ldquobeing on your siderdquo is rooted in our nature as social animals We evolved
as tribal creatures and determining who was in and out of our circle of support was critical to survival
As animals we needed to know
Who will help us survive and deserves to be helped by us
Who will harm us and deserves to be killed enslaved or avoided
Itrsquos an instinctive feeling not a rational calculation And itrsquos a feeling thatrsquos primarily triggered by
empathy
Empathy is the key to openness
Our human physiology bears evidence to the importance of determining who is on our side and who is
not
In the late 1990s brain scientists discovered that a considerable portion of the human brain was
composed of what they now call
ldquomirror neuronsrdquo whose function is to
recognize and reproduce in us the
experience of other people Before
that it was assumed that the brain
had three major functions memory
cognition and autonomic control
But it became clear that there was
more It now seems that another
major function of the brain is the
ability to put yourself in someone
elsersquos shoes When we see other
people do things like reach for a
peanut or get poked with a stick the
corresponding neurons in our own
brains become activated as if we ourselves were experiencing those sensations or executing that
action
ldquoAny time you watch someone doing something the neurons that your brain would use to do the same
thing become active ndash as if you yourself were doing itrdquo explains neuroscientist VS Ramachandran
This capacity benefits us in many ways allowing us to
Imitate others seamlessly enabling easy transmission of knowledge and culture If he hits a rock like that against another rock and a spark jumps out then I can do that very same thing In fact Irsquom already doing it in my mind so I think Irsquoll make myself some fire
Same-sidedness is sensed by people based on a number of cues that we geeks rarely attend to
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
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As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 12
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Predict intentions of other people allowing us to recognize and advance their goals If I were looking longingly at those grapes hanging from a vine just beyond my reach as I see you doing now I know instinctively that you want those grapes And if I give you a boost yoursquoll reach them and be gratified and grateful to me and maybe even share them
Learn language If mom puts her lips that way and I put my lips that way Irsquom going to make a sound like she makes and hellip look hellip Irsquom doing it and it makes her happy
And our mirror neurons donrsquot fire equally for just anyone Research is beginning to indicate that the
closer the affiliation between people the more strongly their mirror neurons fire So the closer you feel
to someone the more intensely you feel their pain and want to avoid causing it And the more we
detect that someone else resonates with our emotions the more we trust that they are on our side
In short we look for cues of empathetic feelings as a sign that it is safe to be open to someonersquos
influence
Empathy is constantly being reassessed
ldquoOh nordquo you might be thinking ldquoIf I
wanted a job where empathy
mattered I would have become a
social worker or a salesman Now you
tell me that to create good technology
I have to show people that I care
about themrdquo
Actually yes Sorry
But wait It gets worse Not only is
empathy required but itrsquos not a one-
time thing
Same-sidedness is something that we
constantly monitor and reassess
They may feel that Irsquom on your side
today and feel completely differently tomorrow based on your subconscious assessment of my empa-
thy
This collides with another of our geek cultural biases We tend to see the world through the lens of
problems and solutions And once a problem is solved it stays solved The idea that the right answer to
a question can change from day to day is profoundly disturbing We would assume that once someone
believes that we are on their side the question is settled and we can move on to other things
But if we want to be influential we need to recognize that this is not a problem that can be solved but a
situation to be managed The question of whether they trust that we are on their side is always open
Cues of empathetic feelings are a sign that it is safe to be open to someonersquos influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 13
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
How we inadvertently close them off
When we encounter resistance to our influence we have our own natural emotional response to their
resistance We know that we are on their side why donrsquot they Therersquos little more maddening than
being treated like an enemy when you know that you are a friend On itrsquos face it is deeply upsetting
Humans tend to resent people who upset them
In addition when our influence is spurned we assume that our competence is being called into
question Since we geeks value competence so highly we get insulted And a common response to
being insulted by another person is to feel contempt for them
ldquoWell maybe sordquo you say ldquoBut I am very careful to treat everyone I work with respectfully I would
never treat anyone with contemptrdquo
And for that we applaud you A commitment to respect is a powerful character strength and essential
to fostering influence But you should know that contemptuous thoughts can rarely be hidden For as
much as people need to be hit across the side of head with evidence that you share their concerns they
are incredibly sensitive to any sign that someone views them negatively And contempt is very difficult
to conceal Sometimes the very attempt to conceal it flat voice and stony face is exactly what betrays
its presence Their mirror neurons pick up our contempt whether we like it or not
And when they sense contempt rather than empathy they become convinced that wersquore not on their
side and resist us even more
Martin Luther King is quoted as saying ldquoYou can have no influence over those for whom you have
underlying contemptrdquo
To reduce contempt we need to catch
it in the act The clue that yoursquore
falling into this trap is when you hear
yourself thinking about another
person and the word ldquoSHOULDrdquo
comes to mind ldquoThey SHOULD do
thisrdquo Or ldquothey SHOULDNrsquoT believe
something like thatrdquo Grumbling
about what they should or shouldnrsquot
be doing is a sure sign that yoursquore in
danger of slipping into contempt It
indicates that you feel that therersquos a
right and wrong way to approach
something and yoursquore going to judge the idiots who do it wrong
This is the greatest temptation of principled people judging and rejecting people who violate our
principles But if we want to influence and contribute to people who are different than us we must
accept that they see the world differently and behave differently in it
Grandma had a useful saying ldquoIt takes all kindsrdquo
Contemptuous thoughts can rarely be hidden
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
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A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
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A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
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someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
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And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
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A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
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As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
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creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 14
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Empathy paves the way
Later in Paulrsquos career after having learned the limitations of the fact-only approach to influence he had
an opportunity to use empathy as an explicit strategy to build influence with a client It resulted in
saving the client millions of dollars Herersquos the story
ldquoA CIO of a midsize manufacturing firm hired me to figure out what to do with a botched ERP implemen-
tation Among the many detractors of this system the most vociferous were the manufacturing opera-
tions people whose angry cries to have it replaced immediately were deafening even though they were
1000 miles away from headquarters
After a couple of weeks of analysis it became clear that replacing the system didnrsquot make sense It
would cost more than $3 million and offer no business value over fixing the one already in place But
how could I build consensus around this decision when so many of the stakeholders were collecting
pitchforks for a march on the corporate office
In my younger days I would have put together a cogent logically structured well-organized presenta-
tion to convince them to support my recommendations But this time I knew better Instead I planned a
four-day trip to the manufacturing facility with the only goal being to meet their preconditions for
influence to reduce their resistance to me and my recommendations
I needed them to know that I was on their side that I understood their needs and cared about them as
people and colleagues And since I
was presumed to be tainted by my
association with the hated system I
also needed them to accept that I was
competent to help So I made sure we
had enough face time scheduling two
hours with each of the key managers
In meetings I emphasized that I had no
personal agenda explaining that I had
no opinion about the right course of
action until I had consulted with them
I created an opportunity for empa-
thetic listening by asking a single open
-ended question about their experi-
ence of the implementation and
working with the product
At each stakeholder meeting a tidal
wave of anger and complaints crashed
down on me I didnrsquot attempt to refute
anything they said only listened
patiently took notes and asked
clarifying questions I let myself be
moved by magnitude of what they had
Cues that I am on your side
So what were the cues of same-sidedness that I offered
in in those meetings at the manufacturing site Herersquos
what I did
Took lots of notes so he could see me writing down
what they said
Looked directly at them without avoidance or shame
Nodded my understanding
Mirrored their body language leaning in when they
did leaning back when they didnrsquot
Didnrsquot interrupt or defend
Asked clarifying questions
Commented on their emotions ldquothat mustrsquove been
really frustratingrdquo
In this case a little bit of empathy went a long way to
foster their openness to influence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
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A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
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A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
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A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
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A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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GoToMeeting is the extremely simple extraordinarily powerful web
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and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 15
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
suffered and sincerely offered sympathetic statements like ldquothat sounds awfulrdquo or ldquoI can see why
yoursquod be so angry about thatrdquo At the end of each meeting I explained that I would go back and
complete my analysis and return in a few weeks with a proposed course of action And I assured them
that whatever I recommended that I was committed to making sure their needs were met this time
This trip was not about gathering information I got a pretty good picture of the facts of the situation in
the first half day and then spent 3 frac12 days listening to the same stories over and over
But by the end of the four days a remarkable transformation had happened The manufacturing team
still despised the system but they were no longer intensely resistant to me my boss and everything we
had to say I hadnrsquot fully convinced them that I was on their side but I had shifted their stance from
outright hostility to guarded optimism
Two weeks later when I returned and gave them the logical structured presentation that I could have
given on the first visit they accepted that it was the best course of action and they agreed to support it
They werenrsquot overjoyed about the conclusion but were open to accepting it because they trusted that
my analysis was done with their needs and objectives in mind
Without that first trip to meet their preconditions for openness I have no doubt that they would not
have accepted the recommendations and likely wouldrsquove thrown me out of the building Those few days
of listening where very little was done and very little was learned resulted in the company saving
millions of dollarsrdquo
Soft Skills for Influence Now that you understand why we lack influence and how to reduce resistance we are finally ready to
look at the five essential skills that you need to become more influential Wersquore finally ready to talk
about the techniques you can use that will create for other people the experience of being open to you
and trusting of your input
1 Listen for what is important to people
2 Describe a rosy future
3 Expose your desire
4 Express commitment
5 Translate facts into stories
Will explore each one in more detail and explain both why it is important and what you need to do to
enhance your abilities
Skill 1 Listen for whatrsquos important to people
This is the single most important technique for reducing resistance to your influence If yoursquore only
going to focus your energy on developing one skill for influence this is it So wersquore going to invest more
time with this one than with the others
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
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A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
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A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
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A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
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A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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GoToMeeting is the extremely simple extraordinarily powerful web
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and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 16
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
What is ldquolistening for whatrsquos importantrdquo and why it matters
Everyone has their own worldview their own inner sense of whatrsquos more important and whatrsquos less It
guides what they pay attention to It drives their actions And it colors their interpretation of the
meaning of facts events and relationships You can think of it as a set of axioms undergirding their
inner universe
Since itrsquos so central to their inner experience and the goal of influence is to change their inner experi-
ence therersquos nothing more powerful you can do to influence someone than to understand whatrsquos
important to them And therersquos little more destructive to influence than ignoring or rejecting their
sense of whatrsquos important in any given situation
But understanding whatrsquos important to people isnrsquot as simple as listening to what they say Few people
are even conscious of what they care about most Itrsquos just there Itrsquos such an ever present companion
like water to a fish that they donrsquot try to examine or articulate anything about its nature But donrsquot
make the mistake of thinking that because itrsquos invisible that itrsquos not essential
Peoplersquos responses to feeling understood or misunderstood are intense and visceral Even if they canrsquot
state clearly whatrsquos important to them they surely know when someone else neither understands nor
shares their sense of whatrsquos important The feeling that comes with not being understood can be
intense and painful And similarly the feeling that comes with being understood can be highly pleasura-
ble
Think about how this feels to you
Think about a time when someone really ldquogotrdquo something important you were trying to tell them You
were struggling for words to say something complex and your listener paraphrased it in exactly the
right way How did you feel when you realized that they understood Relieved Satisfied Safe
Encouraged
Now think back to when someone
simply wouldnrsquot or couldnrsquot under-
stand something important to you
You tried again and again to get them
to see why it was worth caring about
but their puzzled expression made it
clear they just never would How did
you feel at that moment Frustrated
Impatient Isolated On guard
Now consider which of these people
you would rather be influenced by
the one who understands whatrsquos
important to you or the one who is either unable or unwilling
Your job is to detect what problems they care most about solving Doing so moves them both rationally
and emotionally Herersquos what itrsquos like for them
Peoplersquos responses to feeling understood or misunderstood are intense and visceral
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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As the award-winning author of the book Leading Geeks a long-time
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paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 17
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In short people trust you if they feel that you understand what is important to them even if you donrsquot
entirely agree with them They donrsquot trust you if they feel that you donrsquot understand And they feel
contempt for you if they think you donrsquot care enough to try to understand
Not quite the same as active listening
Chances are that yoursquove heard of a technique called active listening It involves patiently hearing out
what someone is saying and paraphrasing what you heard back to them Itrsquos a very useful technique
because not only do you confirm the information but the person yoursquore talking to registers that you
understood
Listening for whatrsquos important to other people is similar but extends the approach even further Here
you are not only listening for what they say but more importantly listening for what they mean
Yoursquore listening for
What they say
What they donrsquot say
What they donrsquot know how to say
People donrsquot often come right out and declare what they care about It is your responsibility to tease it
out and reflect back to them what you understood to be important to them Once you understand you
can validate its importance to you
Why we resist
We geeks often deliberately reject this type of listening especially when it comes to getting require-
ments from non-technical stakeholders Itrsquos because we hold certain beliefs derived from the develop-
ment and support processes that wersquove been taught We believe
They should know what they want
They should articulate whatrsquos important to them
They should translate whatrsquos important to them into technology requests
What they tell us should be precisely and literally true
Notice all the ldquoshouldrsquosrdquo in these beliefs We serve the needs of our stakeholders and they should be
the source of requirements and requests Unfortunately real people donrsquot always work that way
To master the skill of listening for what is important you must allow that people frequently fall short of
these ideals They often
If I know that you know what is important to me
Reason I can more confidently predict that Irsquoll get what I want even if I have difficulty articulating it
Emotion Irsquoll trust that you are supporting me personally that you are on my side not just buying into my objectives
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
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A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
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A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
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A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
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can deliver fast secure remote support and monitor IT infrastruc-
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GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
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screen sharing and audio conferencing allowing you to collaborate
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meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 18
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Donrsquot know exactly what they want For many people this becomes clear to them in the
course of a conversation
Avoid actually stating what they really care about and instead make specific requests
which they presume will best address the issue In short they ask for solution to an
unarticulated problem
Lack sufficient knowledge about technology to make informed requests without help
Speak imprecisely They donrsquot express themselves fully debugged Java People frequently
use metaphors guesses and half-truths
How to find whatrsquos important to people
You might be wondering ldquoIf people wonrsquot or canrsquot say what they care about how the heck am I
supposed to knowrdquo The secret is to look for signs of emotion Herersquos a simple rule
Where there is emotion there is importance
People donrsquot have feelings about unimportant things so if you follow the feelings yoursquoll find what they
care about Once you notice the emotions in their statements intonation or language you can use all of
your powers of deductive and inductive reasoning to make your best guess about what underlies their
feelings
Here are four essential elements for this skill
Observe
Signs of emotion are easy to spot if
you remind yourself that you should
be looking for them The basic
expressions of human emotion are
instinctive and common so itrsquos just a
matter of paying attention to some-
thing we typically consider unim-
portant or even inappropriate at
work So when you are listening look
for signs of
Positive affect
Excitement and Enthusiasm - High energy Big smile Emphatic gestures
Interest - Sly grin Questions Returning to same point
Negative affect
Anger - Pursed lips Furrowed brow
Frustration ndash Sigh Clenched teeth
Stubbornness -- Not listening
Irrationality -- (your confusion)
Where there is emotion there is importance
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
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A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
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Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 19
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The key is knowing that the emotions may not be directly related to what they are saying at the time
they display it An especially good cue is when the intensity of emotion they display does not fit with
the content of what theyrsquore saying If someone is red in the face screaming and upset about some
minor issue chances are that what theyrsquore complaining about isnrsquot really whatrsquos bothering them Yoursquoll
need to dig deeper to find out what it really is
Once you see the emotions you have
several options for how to figure out
what important things are eliciting
these emotions
Ask
There is absolutely no harm in asking
someone what they care about
These types of questions are usually
welcomed People are often glad to
be asked to talk about what is
important to them
Try asking some very simple questions like the following
ldquoWhat is most important to you about this projectrdquo
ldquoWhat will make you feel like this has really workedrdquo
ldquoWhat worries you about the plansrdquo
Notice that this is very different than asking about goals or objective project success criteria We geeks
often ask them to rank their priorities (features budget schedule quality) But the brain circuits that
give you access to what you care about are not the same brain circuits that allow you to rank things in
relative order Itrsquos like the difference between
Howrsquos your sonrsquos robot project coming along
And
How many hours have you spent on your sonrsquos robot project
One is open ended and invites excitement and pride Open-ended questions make room for people to
talk about their subjective experience The other taps into the calculating parts of the brain and is not
likely to engender an emotional response Both types of questions have their place but when asking
about importance you want to stay in the realm of emotions
Postpone objections
While you are listening to someone talk about what they want or what they are interested in you might
be tempted to voice your concerns about the plausibility and risks You might even be tempted to test
the validity of the request by exploring exceptions and edge cases right then and there As problem
There is absolutely no harm in asking someone what they care about
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 20
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
solvers we do this all the time But this form of analysis is destructive to influence when done at the
wrong time There are two reasons for this
They hear our problem-solving as resistance and negativity Rather than experiencing our
questions and analysis as a form of support they hear it as judgment of their competence
It interrupts their flow of thought which feels bad and disrespectful When they are
struggling to articulate whatrsquos important to them interruptions can be disruptive and even
painful Itrsquos a similar experience to the one we have when we get interrupted in the middle
of writing code How long does it take you to get back to where you were and become
productive again Thatrsquos what itrsquos like for someone who is trying to explain their vision for
a product or imagine the features they need and you interrupt them
Before you start to question their
request make sure yoursquove confirmed
that you understand whatrsquos important
about it Once they know that yoursquore
looking to understand before evalu-
ating they can participate in the
evaluation with you rather than
feeling judged and belittled A
surefire approach to postponing
objections is to always have paper and
pen handy You can jot your thought
down and come back to it after you
have made sure that they have been
heard
Reflect amp confirm
In active listening you reflect back the literal meaning of what you heard In listening for whatrsquos
important yoursquoll be reflecting a reasoned guess about what is important to them about what they were
saying You will be making assumptions about someone elsersquos inner life You will be forming hypothesis
about whatrsquos important to them and respectfully asking if yoursquore correct
And yoursquoll probably open your response with a simple phrase like
It sounds like what you want is hellip
It seems to be really important to you that hellip
If I understand correctly what matters here is hellip
I get that you really care about hellip
If you miss the mark they will have the opportunity to correct you and it will prompt them to be
explicit about what is important to them If you hit it on the nose they will be pleased and reassured
You might notice a smile a shift toward a more relaxed posture or eager head nodding If you havenrsquot
already had this experience with coworkers you will find it very rewarding
They hear our problem-solving as resistance and negativity
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 21
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
It may be a bit uncomfortable at first but once you get used to it yoursquoll wonder why you didnrsquot do this
all along Mastering the art of listening for whatrsquos important probably gets you 60 of the way to
becoming more influential
Skill 2 Describe a rosy future Influence is nearly always about the future getting approval for a future course of action or building
support for specific goals and approaches Even when you are trying to influence someone to reinter-
pret the meaning of past events itrsquos usually part of an attempt to build influence for the future
But herersquos another aspect of geek
culture frequently gets in the way
specifically our orientation toward
problems and solutions By their
nature problems are rooted in the
here and now A problem is about a
deficiency in the present or an
unexploited opportunity We love a
good problem and canrsquot help engaging
with a well-constructed compelling
question But for most non-geeks
problems are uninspiring They want
to be enticed by the prospect of a
better future not to be repelled by a
negative present
What we mean by a rosy future
Imagine that you want to upgrade your companyrsquos email server with new superfast solid-state storage
because the current equipment is slow and will only get worse over time Typically we would go to get
approval and explain the problem with a statement like
ldquoWe need to buy this new storage because the current system is slow and will continue to get
slower as our data volume grows As our staff grows this will only get worserdquo
Herersquos the same request but describing a rosy future instead of a looming problem
ldquoWe would like to buy this new storage in preparation for our staff expansion We want people
to get their email faster and more reliably today and position us to serve our expanding staff
with the same high level of servicerdquo
Notice the difference The rosy future emphasizes positive experiences set in the future The problem
emphasizes a flaw in the present that needs to be fixed
Non-geeks are more likely to be moved by imagining the positive experiences the new reality will bring
Essentially it is the difference between pain-relief and pleasure seeking If you want to influence
Emphasize positive experiences set in the future
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 22
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
someone you need to shift your approach toward what will motivate them rather than what will
motivate you
Describing a rosy future appeals both to their sense of reason and emotion
Why we resist
While shifting your approach to describe a positive experience in the future may seem like a fairly
straight forward easy thing to do we have found that many of us geeks struggle with this skill We
have observed that we donrsquot like to
talk about the future because it feels
like lying No one really knows what
the future will bring so describing a
future as if it were a certainty feels
dishonest And we loathe dishonesty
But as long as you realize yoursquore
describing a possible future and not
promising a particular outcome you
can feel freer to describe a scenario
without feeling disingenuous
How to reframe a prob-lem into a rosy future
Herersquos an exercise to help you focus
your imagination not on the probable facts of the future but on the experience and feelings of people
in that future
1 Describe a problem that yoursquod like to fix at work
2 Imagine a future where that problem is solved
3 Imagine the experience of living in that future vividly
4 Think of a colleague you would like to influence
5 Write the rosy future for that problem in terms of what that colleague considers im-portant
Once again this may feel unnatural at first but will become second nature in very short order Yoursquoll be
surprised at how much your business partners appreciate this
When I hear a compelling vision for the futurehellip
Reason -- I am engaged and start to consider the dependencies for how to get there
Emotion ndash I feel good about feeling good in the future and feel good about you
Describing a future as if it were a certainty feels dishonest
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 23
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Skill 3 Expose your desire
Wersquove looked at ways to detect and respond
to the inner lives of the people you want to
influence This next skill is about exposing
your own inner state and telling your
partners what it is thatrsquos important to you At
core this technique is deceptively simple All
you have to do is start a few sentences with
the phrase ldquoI wantrdquo
The advantages of this phrase are not obvious
at first and you are not likely to see this skill
on anyone elsersquos list of essential soft skills but
it is one of the easiest tools to adopt and one
of the most overlooked by people with
technical backgrounds
Why it is important
There are two key reasons that this is so
important
1 Non-geeks are suspicious of people with
no wants
Our business partners correctly assume that
everyone has desires And when you donrsquot
express yours they assume that you made a
conscious choice to conceal them And then
they become suspicious because people who
conceal their desires often do so for devious
reasons as part of an attempt to gain
advantage through concealment or deception
So when you hide your wants from them they
are less likely to trust you and less open to
your influence They must consider that your
advice is secretly self-serving rather than
genuine and helpful
And when you do express your desires they
feel more confident in predicting your
behavior because they understand your
motivations
Express commitment
Another phrase to add to your bag of tricks is ldquoI
am committed to helliprdquo This is especially important
when talking about milestones and deadlines It
is beautiful because it expresses what you care
about and are working toward without getting
you into the morass of making a promise
A commitment is not the same as a promise A
promise is a guarantee of what will happen in
the future and as we all know no one really
knows with complete certainty what will happen
in the future
A commitment on the other hand is an
expression of what you care about and what you
feel determined to do The beauty of a
commitment is that unlike a promise it does not
guarantee an outcome You donrsquot risk having
told a lie if that result isnrsquot achieved So many
things happen outside of our control that it
makes many of us uncomfortable to talk about
the future with any degree of certainty A
commitment guarantees only one thing that
you will continue to work toward an outcome
You canrsquot control what happens but you can
control what you are committed to
Notice the difference between these two
statements
I we will finish the project by September 1
I am committed to finishing the project by
September 1
The first statement might be hard for you to say
because you arenrsquot a fortune-teller You donrsquot
really know that it will be done The second
statement is probably something you can say
with confidence especially if you have
researched the issues and consider it to be a
realistic goal With a commitment there is a lot
more room for flexibility while staying firmly
rooted in achieving the outcome
Many times non-technical people will be
satisfied with the second statement Not only
will it be satisfying to them they will also feel
good about you
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 24
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
2 Itrsquos easier to come to agreement when everybody wants something
When no one is willing to express what they want progress becomes difficult and conversations stilted
To get a feel for how important is to be able to express your desire when trying to influence people
letrsquos look at what happens when desire isnrsquot expressed Herersquos an exchange we all might recognize
Where do you want to go for dinner
I dunno Where do you want to go
Well what are you in the mood for
Anythingrsquos good for me I donrsquot really care
How about Chinese
I guess sure
Okay then I guess wersquoll go to Chinese
And then our protagonists trudge off to have lackluster dim sum No desire no excitement no shared
objectives They fall into a tenuous same-sidedness by default
But the dynamic changes radically when desires are expressed
Where do you want to go for dinner
Hmmm Irsquom feeling like something spicy
How about that new Szechwan place
That sounds great Irsquod love to go there
And now our protagonists bound off both eager for the heat and spice of a great Chinese meal Not
only did they arrive at their conclusion faster they can be assured that they are less likely to be
deterred or distracted by some other option Expressing their desire cements the fact that they are on
the same side in this dinner-getting endeavor
When you say what you want it exposes your inner life reveals what is important to you gives people a
chance to want what you want and builds trust Herersquos how people experience it
Why we resist
Because we geeks are so devoted to rationality logic and objective truth we generally believe that
subjective things like wants should have nothing to do with decisions at work In fact our analytical
approach is designed specifically to remove emotional things like wanting from decision-making
If I know what you ldquowantrdquo hellip
Reason ndash I can better predict your behavior ndash Itrsquos a shortcut to agreement
Emotion -- I feel good because we want the same thing and wersquore on the same side -- I feel relieved and can put away my suspicions
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 25
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
And so over time we develop an aversion to expressing our desires at work and even judge those who
do as violating some of our common but unstated assumptions We assume that
Wanting is selfish People who express their wants at work are self-centered They prefer to get
what they want rather than figure out whatrsquos right for everyone involved
Wanting should be irrelevant Decisions should be made based on observable facts and logic to
maximize the positive the outcome for the entire organization What an individual wants
should have nothing to do with decision-making
Wanting is too risky And more subtly expressing wants exposes us to ridicule so we prefer to
keep our private wants private
How to improve your ability to say ldquoI wantrdquo
When you do express wants at work they need not be self-centered or selfish In fact you probably
already do express your wants at work but disguise them as objective needs rather than personal
desires
Here are a few examples of personal wants that would be easy to express to your business partners
ldquoI want this to be the smoothest launch yoursquove ever experiencedrdquo
ldquoI want this new software to make your life easierrdquo
ldquoI want to protect the studentsrsquo privacyrdquo
ldquoI want to give us a competitive advantage not just keep uprdquo
Experiment with this phrase in low-stakes situations say at home with your spouse or kids Our guess is
that if you start to say ldquoI wantrdquo with people who are not used to hearing you say it you will notice
slightly different positive reactions from them
Skill 4 Translate facts into stories
Why stories are important for influence
Humans are wired for narrative hellip from heroic epics to sacred myths to Hollywood blockbusters to
bedtime stories to gossip The content may change from culture to culture but storytelling is universal
People generally need to relate to information narratively Facts arenrsquot enough Without a cast of
motivated characters and a sequence of causal events facts just float like dust in a spotlight illuminated
but meaningless
But we geeks donrsquot value stories like others do We tend to think more abstractly Principles rules and
frameworks help us to organize facts and give them meaning That relatively rare ability to think
abstractly and manipulate symbols is part of what draws us to technical work in the first place In our
work itrsquos not just an odd quirk but also an essential element of success But most people relate to
information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 26
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
Some of the most successful IT
leaders have a habit of anthropo-
morphizing various aspects of their
technology so that non-technical
people can get their minds around
it Herersquos an example from early in
Mariarsquos career
I was planning the feature
set for a web product and
the tech lead kept saying
that certain features I
requested were
ldquoexpensiverdquo I asked what
he meant by that and he explained without really changing his metaphor ldquoWhen you submit
that query it taxes the systemrdquo I listened carefully but never really understood that how
important it was And my choices for that product lead to our creating something that was
indeed deathly slow
Later the situation was explained to me differently by a tech lead who went on to become a
Director He said ldquoWhen you submit the query you are telling it to run through the whole
database and look in every row and every column asking are you there Thatrsquos why the more
data in your data base the more your query has to run around looking under every rock and it
slows the system down Itrsquos very drainingrdquo As soon as I could picture the story of a query I
could appreciate the significance of the cost to the system and I was able to much more easily
let go of or modify problematic requirements
Without the story of how the query worked I heard the information but not the meaning and
didnrsquot change my thinking With the story I got the meaning and adjusted my approach I was
influenced by the able tech lead and glad of it
To become more influential at work yoursquoll need to hone your ability to translate your native tongue of
concept into story
Why we resist
We resist telling stories because we mistrust anecdotes Letrsquos take a minute to look at why that is
Itrsquos pretty rare in a math class for a teacher to ask a student about their feelings related to the truth of a
proposition In math proof is the only acceptable standard How you feel is irrelevant And this makes
sense because math is about the manipulation of abstract symbols which have no explicit connection to
intuition emotion or other forms of human knowing Intuition can be a great guide in math but it has
If I hear your facts in the context of a story or metaphor hellip
Reason ndash I can actually understand what you are saying
Emotion -- I can relate to the meaning of your facts and be stirred to decisive action
Most people relate to information as if it were a character in a story
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 27
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
no bearing on whether something is
considered true or false
And we are also taught that examples
are not a form of proof that anec-
dotes are not evidence But here we
fall into a logical trap of hasty
generalization We apply that rule to
all things in life rather than restricting
it to reasoning about abstractions
We believe that here are no valid uses for anecdotes
A more valid conclusion would be to recognize the contextual uses of anecdotes In many instances
they are helpful vehicles for evidence
And in case you need evidence for the value of anecdotes and influence neuroscience is beginning to
offer exactly that Scientists are now finding that our brains our designed to process information by
observing a sequence of causal events A good story activates mirror neurons in the brain as the
listener imagines themselves in the story It triggers cortisol a hormone associated with focusing
attention and oxytocin the empathy hormone which engenders warm caring feelings
So go ahead and give storytelling a try without feeling that yoursquore compromising your commitment to
logic and reason You donrsquot have to give them up to use stories for influence
How to translate facts into story
Since wersquore all wired for storytelling and narrative you already have it in you We donrsquot need to teach
you how to tell a compelling story But we find that translating concepts and symbols into stories
doesnrsquot always come naturally It takes a concerted effort and practice to translate facts logic and
reason into a narrative structure
Start with your goal
Think about a situation that you want to influence Be explicit about what decision needs to be made
the best course of action and who will be making the decision and what is important to them
Your goal will be to move that person to change what that they think feel or believe in such a way that
they make a decision in support of that action
Capture the facts
Then simply write down the most important convincing facts related to your case For example
We have 12 help desks on campus
Each helpdesk has its own tracking software and procedures
Faculty staff and student satisfaction with tech support surveyed at its lowest point in 10
years
Anecdotes are vehicles for evidence
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 28
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
The two biggest complaints in the satisfaction survey were that people didnrsquot know which
helped us to call or were constantly being bounced from one to another
We spend 25 more on support per user than our peer institutions
Think of an experience
Then think of an experience real hypothetical or even metaphorical that references these facts as well
as the emotions triggered by the situation Tell what happened and what resulted The story emerges
from causal events Herersquos an example
Last month the Dean of the arts college called me to complain about how much trouble he had
getting help with a hard drive problem on his laptop He couldnrsquot figure out which of our 12
help desks to call so he just randomly picked one He waited on the phone for 10 minutes and
then was told that he had to call someone else And as I listened to him I felt worse knowing
that we spent 25 more than our sister institutions only to give him such poor service
End with a moral
Make sure there is a ldquomoralrdquo to your story Be explicit about what your listener should conclude about
this story
I really want us to have an easy-to use cost effective help desk system I think we can save a lot
of money if we can just prioritize this project for next quarter
Skill 5 Restore Trust
Every work relationship has breakdowns eventually Projects have problems Expectations arenrsquot met
Or personalities clash
These breakdowns if handled poorly can destroy all of your good work and undermine your influence
But thatrsquos not necessary In fact handled well you can exit a relationship breakdown with more
influence than you started with
As geeks when problems arise we tend to focus exclusively on fixing the problem Unfortunately no
matter how capable you are at fixing technical problems your business partners will not feel good
about you or your technology if you donrsquot manage the feelings that arise with these issues
Formula
Here is a formula for a basic story structure that can contain any kind of fact
Someone [ did | experienced ] something that was [ surprising | intriguing |
unexplained |embarrassing | exciting | difficult | etc] which lead to an outcome
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 29
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
In Paulrsquos book ldquo8 Steps to Restoring Client Trustrdquo he outlined a simple approach for overcoming
inevitable conflicts handling both the facts and the feelings
1 Be prepared ndash for inevitable breakdowns
2 Get their facts ndash as your business partner understands them Just listen
3 Find the feelings ndash about the situation and the relationship
4 Let them know you got it ndash listen for whatrsquos important to them
5 Dispute the facts (if you must) ndash Only dispute their facts if itrsquos important
6 Frame the problem ndash ensure that the meaning of the problem is not misconstrued or
blown out of proportion
7 Handle the feelings ndash offer an apology for the facts the feelings and the impact of the
problem
8 Handle the problem ndash lastly fix whatever went wrong
Remember just as empathy is essential in building trust it is even more important when restoring it
Conclusion By now hopefully you no longer feel that IT Leaders can never overcome the persistent influence
deficit We can get that ldquoseat at the tablerdquo that wersquove been talking about for decades
But it will take consistent and persistent work on our part to lower the barriers (the resistance) to our
influence and practice in the techniques to break through
Too much is at stake to give up Technology has become too central to the success of our organizations
to accept that we in technology will forever be relegated to second class status We owe it to ourselves
to our staffs and to our organizations to strive for influence commensurate with the technology we
oversee
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks
Copyright 2013 Leading Geeks Company | wwwleadinggeekscom | 310-694-0450 30
Leading Geeks education + consulting
A Geek Leaderrsquos Guide to Influence
GoToAssist
Citrix GoToAssist provides easy-to-use cloud-based solutions that
enable organizations of all sizes to connect with customers
employees and machines online With GoToAssist IT professionals
can deliver fast secure remote support and monitor IT infrastruc-
tures from anywhere GoToAssist is recognized as the worldwide
market leader by IDC and ranked highest in customer satisfaction
according to TSIA research To learn more visit wwwgotoassistcom
GoToMeeting
GoToMeeting is the extremely simple extraordinarily powerful web
conferencing service from Citrix It integrates HD video conferencing
screen sharing and audio conferencing allowing you to collaborate
effectively online in a face-to-face environment Hold unlimited
meetings for one low flat fee and attend meetings from a Mac PC
and mobile devices GoToMeeting will change the way you work ndash
and perhaps a whole lot more To learn more visit
wwwgotomeetingcom
Sponsored by
Paul Glen Founder Geek
As the award-winning author of the book Leading Geeks a long-time
columnist for Computerworld and a 25-year IT veteran Paul helps
concrete thinkers navigate the murky world of human relationships
paulleadinggeekscom
Maria McManus Co-founder Non-geek
Drawing on her experience as VP of Product at iVillage and Director
of User Experience at Disney Maria helps business people unlock
creativity and productivity when working with technical teams
marialeadinggeekscom
About Leading Geeks