Communication – What? Did You Really Say What I Think I Heard?

As influencers we aim to help Others achieve their own brand of excellence, using their own unique values and standards. Sadly, too many of us – coaches, leaders, sellers, consultants, doctors, parents – try to get Others to accede to our viewpoints and suggestions, believing we have information or solutions that offer ‘better’ choices than the ones they’ve made. We’re telling them, net, net, that we’re smarter, that we think our ideas are better than their own.

It’s not our intent, but due to the way we engage with others, and the way brains work, we inadvertently end up restricting possibility and creating resistance, conflict, antagonism, or disregard, regardless of the efficacy of what we have to offer.

In this article I’ll explain how we end up creating the very resistance we prefer to avoid, and introduce new skills to enable us to truly serve.

WE CONNECT THROUGH OUR OWN SUBJECTIVITY

Regardless of the situation, when we try to effect change using our own viewpoint or beliefs (even if they are valid), our unconscious biases and expectations cause us to inadvertently alienate those who might need us. As a result, we ultimately influence only a percentage of those who need our help – those who already basically agree with us.

I’ll explain, below, how we restrict our interactions and then offer new ways to approach influencing to enable others to find their own best solutions:

Biased listening: We each listen to Others unconsciously, through our brain’s unique and subjective filters (biases, triggers, assumptions, habitual neural pathways, memory channels), regardless of our concerted attempts to accurately hear what’s intended. As a result, what we think we hear is often an inaccurate translation of what was meant and not what the speaker intended.

So our Communication Partner (CP) might say ABC but we actually ‘hear’ ABD (And yes, we often hear something quite different than what was said although it shows up as ‘real’. Read my article on how this happens.) and our brains don’t tell us we’re misunderstanding. Unfortunately, it works both ways and Others also wittingly misconstrue what we’ve said.

I wasn’t fully aware of the extent of this until I researched my book What? Did you really say what I think I heard? on how to hear others without bias. With the best will in the world we end up only accurately hearing, and thereby responding to, some percentage of the message our CPs intend. It’s outside of our conscious awareness. But it’s possible to remedy by listening with a different part of our brain. More on this later.

Sample

Fact #1. We hear Others through our subjective biases, assumptions, triggers, habituated neural pathways, and beliefs, causing us to unintentionally misinterpret the message intended, with no knowledge that what we think we’ve heard is mistaken. Obviously this effects both sides of a communication (i.e. Speakers and Listeners).

Subjective expectations: We enter into each conversation with expectations or goals (conscious or unconscious), often missing avenues of further exploration.

Fact #2. Entering conversations with very specific and self-oriented goals or expectations (conscious or unconscious) unwittingly limits the outcome and full range of possibility, and impedes discovery, data gathering, and creativity.

Restricted curiosity: Curiosity is both triggered and restricted by what we already know, i.e. you can’t ask or be curious about something you have no familiarity with to begin with. Using our own goals to pose questions that are often biased, assumptive, leading, etc. we inadvertently reduce outcomes to the biases we entered the conversation with; our subjective associations, experiences, and internal references restrict our ability to recognize accurate fact patterns during data gathering or analysis.

Fact #3: We enable Others’ excellence, and our own needs for accurate data, to the extent we can overcome our own unconscious biases that restrict the range and focus of our curiosity.

Cognitive dissonance: When the content we share – ideas, information, advice, written material – goes against our CPs conscious or unconscious beliefs, we cause resistance regardless of the efficacy of the information. This is why relevant solutions in sales, marketing, coaching, implementations, doctor’s recommendations etc. often fall on deaf ears. We sometimes unwittingly cause the very resistance we seek to avoid when we attempt to place perfectly good data into someone’s idiosyncratic, habituated belief system that runs different to our own.

Fact #4. Information doesn’t teach Others how to change behaviors; behavior change must first be initiated from beliefs, which in turn initiates buy-in.

Systems congruence: Individuals and groups think, behave, and decide from a habitual system of unconscious beliefs and rules, history and experience, that creates and maintains their status quo. We know from Systems Theory that it’s impossible to change only one piece of a system without effecting the whole. When we attempt to offer suggestions that run counter to the Other’s normalized system, we cause Others to risk incongruence and internal disruption. Hence, resistance.

Unfortunately for those of us trying to effect change in Others, it’s important to remember we’re outsiders: as such, we can never fully comprehend the ramifications of adding our new ideas, especially when every group, every person, believes it’s functioning well and their choices are normalized and habituated.

Just because it seems right to us doesn’t mean it’s right for another. Sometimes maintaining the status quo is the right thing to do for reasons we can’t understand; sometimes change can occur only when internal things need to shift in ways we cannot assist with.

Net net, we pose questions biased by our own need to know, offer information and solutions that we want to be adopted/accepted, and focus on reaching a goal we want to reach, all of which cause resistance: without buy-in and a clear route to manage any fallout from the potential change that a new element would cause (regardless of the outsider’s belief that change is necessary), congruent change can’t occur. When the ‘cost’ of the change is more than the ‘cost’ of the status quo, people will maintain the status quo.

Fact #5: Change cannot happen until there appropriate buy-in from all elements that will be touched by the change and there is a defined route to manage any disruption the change would entail.

Due to our standard questions and listening skills and assumptions that our terrific information will help, we end up helping only those few whose brains are set up to change (the low hanging fruit) and failing with those who might need us but aren’t quite ready.

INFORMATION DOESN’T FACILITATE CHANGE

We can, however, shift from having the answers to helping others achieve their own type of excellence (regardless of whether or not it shows up looking like we envisioned). In other words, we can help our CPs change themselves. Indeed, by thinking we have the answers, by driving our own outcomes, we lose the opportunity to serve, enable real change, and make a difference.

Don’t take the need to maintain the status quo lightly. Even patients who sign up for prevention programs have a history of non-compliance: with new food plans, or recommendations of exercise programs that challenge the behaviors they have habituated and normalized (for good or bad), they don’t know how to remain congruent if they were to change. (Note: as long as healthcare professionals continue to push behavior change rather than facilitate belief change first, non-compliance will continue.)

It’s possible to facilitate the journey through our CPs own hierarchy of values and rules, enable buy-in and agreeable change, and avoid resistance – but not by using conventional information gathering/sharing, or listening practices as they all entail bias that will touch only those with the same biases.

To enable expanded and managed choice and to avoid resistance, we must first help Others recognize how to congruently change their own status quo. They may have buy-in issues or resource issues; maybe their hierarchy of values or goals would need to shift, or their rules.

By focusing on facilitating choice/change first we can teach Others to achieve their own congruent change and then tailor our solutions and presentations to fit. Otherwise, our great content will only connect with those folks who already mirror the incoming data and overlook those who might have been able to change if they had known how to do so congruently.

THE SKILLS OF CHANGE

I’ve developed a generic Change Facilitation model, often used in sales (Buying Facilitation®) and coaching, that offers the ability to facilitate change at the core of where our status quo originates – our internal, idiosyncratic, and habituated rules and beliefs.

Developed over 50 years, I’ve coded my own Asperger’s systemizing brain, refitted some of the constructs of NLP, coded the system and sequence of change, and applied some of the research in brain sciences to determine where, if, and how new choices fit.

Using it, Others can consciously self-cue – normally an unconscious process – to enable them to discover their own needs for change in the area I can serve, and in a way that’s congruent with the rules and beliefs that keep their status quo in place.

I’ve trained the model globally over the past 30 years in sales, negotiation, marketing, patient relationships, leadership, coaching, etc. Below I introduce the main skills I’ve developed to enable change and choice – for me, the real kindness and integrity we have to offer.

It’s possible to lead Others through

an examination of their unconscious beliefs and established systems
to discover blocks, incongruences, and endemic obstructions
to examine how, if, why, when they might need to change, and then
help them set up the steps and means (tactically) to make those changes
in a way that avoids system’s dysfunction
with buy-in, consensus, and no resistance.

For those interested in learning more, I’m happy to chat, train, and share. Or feel free to use my thoughts to inspire your own model.

Listening for Systems: from birth we’re taught to carefully listen for content and try to understand the Other’s meaning (exemplified by Active Listening) which, because of our listening filters, often misses the underlying, unspoken Metamessage the speaker intends. By teaching the brain to disassociate and listen broadly rather than specifically, Systems Listening enables hearing the intended message at the root of the message being sent and supersedes all bias on either end. For those interested, read my article on how our listening restricts our worlds.

Facilitative Questions: conventional questions, used to gather data, are biased by the Speaker and interpreted in a biased way by the Responder. The intent of Facilitative Questions (FQ) is to lead listeners through a sequential discovery process through their own (often unconscious) status quo; not information focused and not biased, they are directive, and enable our CPs to discover for themselves the full range of elements they must address to achieve excellence. Here is a simple (out of sequence) example of the differences between conventional questions and FQs. Note how the FQ teaches the Other how to think:

Conventional Question: Why do you wear your hair like that? This question, meant to extract data for the Speaker’s use, is biased by the Speaker and limits choices within the Responder. Bias/Bias
Facilitative Question: How would you know if it were time to reconsider your hairstyle? While conventional questions ask/pull biased data, this question sequentially leads the Other through focused scans of unconscious beliefs in the status quo. Formulating them requires Listening for Systems.

Using specific words, in a specific order, to stimulate specific thought categories, FQs lead Others down their steps of congruent change, with no bias. Now we can be part of the process with them much earlier and use our desire to influence change to positive effect. We can actually help Others help themselves.

Steps of change: There is a habituated, idiosyncratic hierarchy of people, rules, values, systems, and history within each status quo. By helping our CPs navigate down their hierarchy they can discover and manage each point necessary to change without disruption or resistance. Until they know how to do this – and note, as outsiders we can NEVER understand this – they can take no action as their habitual functioning (their status quo) is at risk. Offering them our information is the final thing they’ll need when all of the change elements are recognized.

To me, being kind, ethical and true servants, being influencers who can make a difference, means helping Others be all they can be THEIR way, not OUR way. As true servant leaders and change agents we can facilitate real, lasting change and then, when Others know how to change congruently, our important solutions will be heard.

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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen September 15th, 2025

Posted In: Communication, Listening

26 Comments

I recently got a call from a noted venture capitalist of healthcare apps.

DH: I heard you have a model that facilitates permanent behavior change. I wonder if it would work with any of the 15 healthcare apps I’ve invested in.

SD: I do have a model that does that. And it certainly could be used as a front end to conventional behavior change apps to enable users to develop permanent habits by developing neural circuits. What are you using now to help folks change behaviors permanently?

DH. Behavior Modification, but it doesn’t work. There’s no scientific evidence that it works and our analysis concurs. But there’s nothing else to use. Can you help?

It’s a known fact that Behavior Modification has a 3% success rate over time. Sure, people initially lose weight with a behavior-based plan to eat differently. Certainly people stop smoking or get to the gym for a few weeks. But because these new behaviors haven’t been accepted by, or made permanent in, the brain, they cannot succeed over time. And repeating the new in hopes that THIS time it will stick obviously doesn’t work.

Stay tuned for my new book: HOW? Generating new neural circuits for learning, behavior change, and decision making.

Sample

Permanent change is a very achievable goal. But we’re approaching the problem from the wrong angle. In this essay I will explain what a behavior is, what change is, how our brain governs them both, and introduce the steps needed to form habits. Believe it or not, it’s mechanical.

THE PROBLEM WITH BEHAVIOR MODIFICATION

Lately I’ve heard several Behavioral Scientists on the radio, all offering Behavior Modification techniques to habituate new behaviors by, well, habituating new behaviors. They ‘remove barriers’, suggest ‘momentum’, offer ‘promoting forces/restraining forces’, and propose ‘behavioral interventions’ such as keeping weights at your desk so you can ‘lift’ during Zoom calls. All meant to motivate behavior change – through behavior change. I suspect Einstein might have something to say about that.

The problem is the premise. Behavior Mod’s core assumptions are actually contrary to brain science. It assumes that by merely repeating (and repeating and repeating) new ways to accomplish something that’s been problematic, permanent change will result that can be maintained over time. But it doesn’t. And it can’t.

Certainly we’ve all tried. We’ve learned the hard way that we can’t lose weight permanently by trying to lose weight. Or stop smoking by trying to stop smoking. We promise ourselves we’ll be disciplined ‘this time’. But our discipline isn’t the problem. We have no circuits to translate our wishes into actions automatically. Our brain makes us fail.

DIFFERENT THINKING REQUIRED

The reason we fail is simple: we’re not making the necessary adjustments to the neural pathways that prompt behaviors to begin with.

I’ll start with an analogy. Let’s say you purchase a forward-moving robot, use it for a while, then decide you want it to move backward. You tell it why a ‘backwards’ functionality would enhance it, show it slides and presentations of other robots that move backwards, and attempt to push, cajole, and offer rewards. Nope. It won’t move backward. But if you program it differently, it will.

What about changing a chair into a table. You put red plastic into a machine that is programmed to spit out a red plastic chair. Once the chair is produced, you can’t make it a table. But you can create a table if you program the machine appropriately at the start.

Changing habits by trying to change habits is merely attempting to change the outcome – the output, the habit, the behavior, the robot, the chair – but failing to reprogram the brain with different instructions to create something new.

Sounds obvious. But that’s not what behaviorists do: the Behavior Mod approach suggests we get the robot to move backward by pushing it (and pushing it and pushing it) assuming the repetition will cause permanent change. As you know, it doesn’t work.

WHAT IS A BEHAVIOR?

To understand the full scope of the problem it’s helpful to understand what, exactly, a behavior is. They don’t just arise because we want them to. Behaviors are the output of our brain’s signaling system, the response to input instructions that travel as electrochemical signals down a fixed neural pathway and hook up with a set of circuits that translates the signals into something tangible.

Where do behaviors originate? Behaviors are Beliefs in action, physical representations of our core identity factors. Our politics represent our Beliefs. The way we dress, talk; the professions we choose; where we travel and who we marry. Everything we do represents who we are.

As the foundational factor in what we do and think, Beliefs must be factored in when considering change or forming a new habit. Current Behavior Mod approaches circumvent Beliefs and therein lie the problem.

There is actual science on how behaviors get generated and why we automatically repeat behaviors even when we don’t want to. Here’s a quote from noted Harvard neuroscientist Richard Masland in We Know It When We See It to set the stage:

Our brain has trillions of cell assemblies that fire together automatically. When anything incoming bears even some of the characteristics [of operational circuits], the brain automatically fires the same set of synapses [triggering the same behavior]. (pg 143).

Here’s a simplified version of how to convince the brain to make the changes that lead to new habits. It explains how behaviors occur and where change comes from. For a more complete explanation and tools to actually create new brain circuitry for change, watch for my new book HOW? coming out soon.

NEUROLOGICAL PATHWAY FROM INPUT TO OUTPUT

Generally, each behavior starts off as an input – an idea or command, thought or story – that enters our brain as a meaningless puff of air, an electrochemical vibration (a ‘message’). To keep us congruent, the input gets evaluated against our Mental Models and Beliefs before going further. Is this input a risk? Is it congruent with our values?

If the idea goes against who we are, it gets rejected or resisted. If the vibration is accepted, it gets turned into signals that then seek out (among our 100 trillion synapses) similar-enough circuits that translate them into action or output – a behavior. Specifically, our brains:

1. receive input vibrations (from conversations, thoughts, reading, ideas, internal commands) and
2. compare/test these against foundational Beliefs, norms, and history, after which they
3. get turned into signals that get
4. matched with the closest, ‘similar enough’ neural circuits
5. that translate them into output/action/behavior.

As you can see, whichever neural circuits receive the signals are the translators that determine what we hear, see, know, and do. Simply stated it looks like this:

Input -> Risk check -> Signal creation and Dispatch -> Output

The time it takes a message to go from an input to an output takes 5 one-hundredths of a second. It’s pretty automatic. And obviously, once an output, it can’t be changed. Change begins when initiated from the input.

THE NEED FOR VALUES-BASED CONGRUENCY

The next important piece is why repetition won’t cause new (permanent) habits. When a wholly new input enters, it requires a new relevancy check. Sadly – and the reason new activity fails when Behavior Mod is attempted – if anything tries to change the status quo without being checked for relevance, our brain discards the new input because it may carry risk! The new isn’t sustainable without new circuitry.

When we try to create new habits by merely ‘doing’ new behaviors without sending new and different input instructions we cannot generate permanent change because there are no new circuits to administer it!

The good news is that the brain is always willing to create new circuits for new behaviors. It’s called Neurogenesis.

CREATING NEW PROGRAMMING, NEW SIGNALS, NEW BEHAVIORS

To change behaviors permanently, start with new input messages:

1. - create a new belief-based input/message that
  - generates new signals which
  - create or discover a different arrangement of circuits
  - which translate them into new/different behaviors.

I’ll explain with a story. A friend said, “I’ve been telling myself I’m a Fat Cow recently. That means it’s time for me to go on another diet.” Obviously this input would lead her to the same circuits (and results) that it used for past diets that she failed at. But if she changed her input signal and told herself instead:

‘I am a healthy person who will research best nutrition choices for my body type and lifestyle and have the discipline to eat the best foods for the rest of my life.’

she would end up with a different set of circuits and different output/behaviors.

Our outputs, our behaviors, are merely responses to inputs that our brain has checked out as congruent with who we are. So one way to change a behavior is to change the incoming messaging to one that is Belief-based and takes into account all the elements (Mental Models, history, norms, experience) that might cause risk to the system. Once it’s approved, it will automatically generate new circuits and new, habituated, behaviors.

My new book How? Generating new neural pathways for learning, behavior change, and decision making, will teach you several models to formulate the neural circuits you need to help you change habits permanently.

I am passionately interested in enabling people to consciously design new signaling instructions for their brains to output any new habits they seek. My wish is to work with healthcare providers and apps for exercise, healthy eating, meditation and decision making to aid folks seeking to achieve greater health and success.

If you want to collaborate, or have questions, contact me to discuss ways we can engage those seeking permanent change. sharondrew@sharondrewmorgen.com.

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Sharon Drew Morgen September 8th, 2025

Posted In: Change Management, Communication

As a preamble to a discussion about failing consciously, I’d like to retell a story. Many years ago Xerox was beta testing a then new-type digital printer. The testers sent back complaints: it was hard to figure out how to work the damn thing, and the user guide was confusing. Obviously, User Error, the designers concluded. Yup. More stupid users. So an internal focus group was set up by senior management to test what exactly was happening.

Three middle managers were brought in and put into a room with the new printer and user guide. Mayhem ensued. The designers watched from behind a one-way mirror while the managers got confused by the directions, spent hours arguing amongst themselves, pressed the wrong buttons, and finally gave up – never getting it to work.

User Error, they again said. Obviously, went the thinking, the managers weren’t smart or savvy enough to understand simple directions. Except they didn’t know a trick had been played on them: the testers were actually PhD computer scientists. Oops. It wasn’t User Error at all. The designers had failed to develop an intelligible user guide. So while the printer itself might have been a marvel of machinery for its day, it couldn’t be used. It was a failure. Or was it?

WHAT IS FAILURE

I contend that until every ‘failed’ step was taken, and every ‘failed’ assumption made, there was no way to know exactly what problems needed to be fixed or if indeed their printer was a success. The failure was part of the march to success.

We call it failure when we don’t achieve a goal whether it’s starting up a company, reaching a job goal, learning something new, or starting a new diet.

I think that as humans we strive to succeed, to be seen as competent, to be ‘better than’, even if we’re only in competition with ourselves. It’s natural to want our products, our teams, our families, our competitive activities, to reap success. To be The Best. And we plot and envision how to make it happen.

But the road to success isn’t straight; sometimes we face disappointment, shame, and self-judgment. We get annoyed with ourselves when results don’t seem to comply with our mental images, and tell ourselves maybe we didn’t follow the original plan, or didn’t plan well enough, or maybe we’re self-sabotaging. We blame teammates or vendors, spouses or neighbors.

I’m here to tell you that failure is a necessary part of success. It’s built in to learning and succeeding, actually a natural part of the process of change and accomplishment. Before we win we gotta fail. Tiger Woods didn’t wake up the best in the world. Neither did Pavarotti or Steve Jobs.

For anyone to get to the top, to achieve success in any industry, any endeavor, any sport, it’s necessary to fail over and over. How surprising that no one teaches us how to fail consciously. I suggest we develop conscious failing strategies that become built in to our success procedures.

WHAT IS OUR STATUS QUO? AND WHY IS IT SO STUBBORN?

Getting to success is a sequential process that includes trial and error – i.e. winning and losing are both part of the same process, and each adding a piece of the puzzle. Of course there’s no way to know what we don’t know before we start – no way to even be curious, or ask the right questions because we don’t know what we don’t know. And unfortunately, part of the process is internal, unconscious, and systemic.

Change – and all success and failure is really a form of changing our status quo – has a large unconscious component, and when you only try to add new behaviors you miss the automatic, habituated, and unconscious elements that will rear their ugly heads as you move toward hitting your goals: you can’t change a behavior by trying to change a behavior. It just doesn’t work that way.

Let me explain a few things about how your brain works in the area of change. To begin, all change is systemic. Anything new you want to do, anything new that requires, ultimately, new behaviors, or added beliefs or life changes, requires buy-in from what already exists in your make up – your status quo.

Indeed, as the repository of your history, values, and norms, your status quo won’t change a thing without congruency. Indeed it will reject anything new, regardless of how necessary it is, unless the new has been properly vetted by the originating system.

Setting a goal that’s behavior-based without agreement from the system, without incorporating steps for buy in, assures resistance. Sure, we lay out the trajectory, attempt to make one good decision at a time, and use every feeling, hope, data point, guess, to take next steps. But when we don’t take into account the way our brains unconsciously process, it may not turn out like we envision. Lucky there’s a way to manage our activities to take into account what a brain needs for congruent change and a successful outcome.

THE STEPS TO FAILING CONSCIOUSLY

In my work on how brains facilitate change and make decisions to shift what’s already there (my The How of Change program teaches how to generate new neural routes) I offer ways to create new synapses and neural pathways that lead to new behaviors. Take a look at the Change Model chart I developed, with a careful look at The Trial Loop – the steps we each take to learn, to add/trial something new:

The Trial Loop is where the brain learning occurs. It’s here we iterate through several touch points: new data acquisition, buy-in, trial behaviors, and the stop/go/stop action (double-arrowed line between Beliefs (CEN) and red Stop) as each new element is tried and considered before new behaviors are formed.

It’s important to understand that no change will occur until these elements are addressed; merely hearing something new – a directive, an interesting piece of information, an internal decision to change a behavior – doesn’t insure something different will happen. Unless our system buys in, until there’s a specific circuit created for the new, no change will occur. You can’t change a behavior by trying to change a behavior.

So as we try out new stuff, our personal mental models of rules, beliefs, norms, history, etc., go through iterations of trial, acceptance, rejection, confusion, trial, acceptance, rejection, etc. until the new is congruent with the norms of the system, something we cannot know before we go through this process. So let’s call our disappointments part of the iteration process that precedes success. Here is a closer look at my chart:

An initial goal/idea/thought enters (through the CUE),
then gets sorted through an acceptance/rejection process for beliefs and systems congruence (the CEN), which
darts around the brain seeking a match for an existing neural pathway for earlier incidence of achieving this goal.
If no existing pathway is found, a new synapse/neural pathway must be formed.
The brain goes through an iterative process to form a new path to a new action with agreement (buy in) needed at each step (notice the iterative arrows in the chart).
Iterative process includes: gathering data, trialing new activity, getting internal buy in, testing for Systems Congruence (All systems must be in a congruent state. Individually and personally, we’re all a system.)
Process of Stop/New choice-data acquisition-action/Stop etc. as each new thing is tried.
Final success when there’s congruency and new is adopted without resistance as a final Behavior. (And note: the Behavior is the FINAL activity. You cannot change a behavior by trying to change a behavior.)

Now you know the steps to conscious change. Should you want to learn more here’s a one-hour sample of me laying out the foundation of the How of Change course and explaining how change occurs in the brain.

THE STEPS TO CONSCIOUS FAILING

Now let’s plot out the steps to conscious failure to avoid large-scale malfunction.

The Beginning: to start the process toward succeeding at a goal, you need:

Include all (all) stakeholders (including Joe in accounting) and all who will touch the final solution;
Agree upon the wording for the final goal, including specifics of new behavioral elements, rules, politics, outcomes – i.e. what, exactly, will be different;
Write up a ‘guess list’ of problems that might occur (failures) to the status quo as a result: what they might look like, as well as possible workarounds;
An agreement clause from all stakeholders to act when something is going off course. Note: listening without bias is urgently needed here;
Consider possible ways your starting goals may shift the status quo and make sure it’s tenable;
Know how the new outcome will be maintained over time (including the people, rules, norms, changes, that will be involved) and what else has to buy in to maintenance;
State potential, detailed steps toward achievement that are agreeable to all stakeholders;
Agreement to reconsider all previous steps if the problems that show up cause new considerations.

The Middle: to make changes, add new knowledge to trial, get continuous buy in, you need:

Re write the original goals, with delineated outcomes for each;
Notice how the new is disrupting the status quo. Is it necessary to amend the new plans to ensure Systems Congruence? Is the cost of the new lower than the cost of the original? There must be a cost-effective decision made;
Find ways to acquire the right knowledge to learn from;
Check on the ways you’re failing. Were they expected? Do they conform to your goals? Do you need to shift anything?
Agreement to develop new choices where current ones aren’t working as per plan.

The End: making sure the outcome is congruent with the original goal:

Go through the Beginning steps and check they’ve been accomplished;
Compare end result with original goal;
Make sure there is congruent integration with the thinking, beliefs, values of the original;
Make sure the status quo is functioning without disruption and the system ends up congruent with its mental models and belief systems.

Here are more specifics to help you integrate the necessary failure, and avoid guesswork and reactions to what might seem inconsistent with your goals:

Lay out specifics for each step you’re considering to your goal. Include timelines, parameters, and consequences of results, specific elements of what success for that step should look like, and what possible failure might look like. Of course, you can’t truly know the answers until they occur, but make your best guess. It’s important to notice something new happening when it’s happening.
If something unplanned or feared occurs (i.e. failure), annotate the details. What exactly is happening? What elements worked and what didn’t, and how did they work or not work – what/who was involved, how did the result differ from the expectations? What does the failure tell you – what IS succeeding instead of what you wish for? How does the remedy for the problem influence the next step? How long should you allot for each occurrence before determining whether it’s failure, or just part of the success trajectory you weren’t aware of?
Are all stakeholders involved and shared their input? Do you need to bring in more stakeholders?
Notice the consequences of the outcomes for each: employees, clients, hiring, firing, quitting, vendors, competition, state of the industry and your place in it. What comes into play with these factors when considering if you want to continue down one trajectory rather than designing a new one? What will it look like to decide to change course? How will your decisions effect your vision of an outcome? How are the stakeholders affected by each choice?
How much failure are you willing to risk before you determine that either your outcome is untenable, or you need to make structural changes? What part does ego and denial play? Does everyone agree what constitutes failure? Success?
What will you notice when your trajectory to success is negatively effecting your baseline givens? What are you willing to change, or accept, to reach your goal?
What will it look like, specifically, when you’ve concluded your efforts? Will parts of the failure be factored in as success? Do all stakeholders buy in to the end result? If not, what remains unresolved? And how will you bring this forward?

Of course there’s no way to know before you start what any specific stage will look like. But using the steps, the thinking, above, you’ll be able to get a handle on it. And by including the failure, you’ll have a far better chance of succeeding.

For some reason, as leaders or individuals, companies or small businesses, we shame ourselves when we don’t achieve what we set out to achieve during our change processes. I contend we must think of each step as an integral part of the process of getting where we want to be. As they say in NLP, there’s no failure, only feedback.

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Sharon Drew Morgen August 18th, 2025

Posted In: Change Management, Communication

With untold millions of sales professionals in the world, sellers play a role in any economy. As the intermediary between clients and providers, sales can be a spiritual practice, with sellers becoming true facilitators and Servant Leaders (and close more sales).

The current sales model, directed at placing solutions and seeking folks with ‘need’, closes 5% – only those ready to buy at point of contact. Sadly, this ignores the possibility of facilitating and serving the 80% of folks on route to becoming buyers and not yet ready.

Until people have tried, and failed, to fix their problem themselves, understood and managed the risk and disruption that a new solution might cause their environment, they aren’t buyers. It’s only when they:

know how to manage the risk of bringing in something new,
can’t fix the problem themselves,
get buy-in from whomever will touch the final solution,
understand that the cost of bringing in something new is lower than the cost of maintaining the status quo,

will they self-identify as buyers and be ready to buy.

Indeed: buying is a risk/change management problem before it’s a solution choice issue, regardless of the need or the efficacy of the solution. All potential buyers must go through this process anyway – and the sales model doesn’t help.

WHY PEOPLE BUY

People don’t start off wanting to buy anything; they merely seek to resolve a problem at the least ‘cost’ (risk) to their system. Even if folks eventually need a seller’s solution, until they understand how to manage the change a new solution would generate, they won’t heed our outreach, regardless of their need or the efficacy of the solution. As a result, sellers with worthwhile solutions end up wasting a helluva lot of time being ignored and rejected.

Selling doesn’t cause buying. Sales focuses on only the final steps of a buying decision and overlooks the high percentage of would-be prospects who WILL become buyers once they’ve addressed their possible risk issues. After all, until they’ve recognized that the risk of the new is less than the risk of staying the same they won’t do anything different.

It’s not the solution being sold that’s the problem, it’s the process of pushing solutions before first helping those who will become buyers facilitate their necessary change process. Instead of a transactional process, sales can be an expansive, collaborative experience between seller and buyer.

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As a result, sellers end up seeking and closing only those ready to buy at the point of contact – unwittingly ignoring others who aren’t ready yet, may need our solutions, and just need to get their ducks in a row before they’re prepared to make a decision.

Imagine having a product-needs discussion about moving an iceberg and discussing only the tip. That’s sales; it doesn’t facilitate the entire range of hidden, unique change issues buyers must consider – having nothing to do with solutions – before they could buy anything. Failure is built in.

But when sellers redirect their focus from seeking folks with ‘need’ to those considering change and lead them through their change management process before selling, they can facilitate them through the issues they must resolve (politics, relationships, resource, budget, time), help them assemble the right stakeholders from the start, and help them figure out how to address the disruption of bringing in a new solution. Then sellers become true servant leaders, inspire trust, and close more sales.

WHY SALES FAILS

Seller’s restricted focus on placing solutions, and listening for needs (which cannot be fully known until the change management process is complete) all but insures a one-sided communication based on the needs of the seller:

Prospecting/cold calling – sellers pose biased questions as an excuse to offer solution details omitting those who will buy – real buyers! – once they’re ready. Wholly seller-centric.
Content marketing – driven by the seller to push the ‘right’ data but really only a push into the unknown and a hope for action. Wholly seller-centric.
Deals, cold-call pushes, negotiation, objection-handling, closing techniques, getting to ‘the’ decision maker, price-reductions – all assuming buyers would buy if they understood their need/the solution/their problem, all overlooking the real connection and service capability of addressing the person’s most pressing change issues. Wholly seller-centric.

To become a spiritual practice, sellers must use their expertise to become true facilitators that become necessary components in all buying decisions. Indeed, the job of ‘sales’ as merely a solution-placement vehicle is short-sighted.

Buyers can find products online. They don’t need sellers to understand the features and benefits.
Choosing a solution isn’t the problem. It’s the time it takes to manage the risk. – it’s the buyer’s behind-the-scenes timing, buy-in from those who will touch the solution, and change management process that gums up the works.
The lion’s share of the buying decision (9 out of a 13 step decision path) involves buyers traversing internal change with no thoughts of buying. They don’t even self-identify as buyers until they understand their risk of change.

Since the 1980s, I’ve been an author, seller, trainer, consultant, and sales coach of the Buying Facilitation® model. And though I’ve trained 100,000 sales professionals, and wrote the NYTimes Business Bestseller Selling with Integrity, sales continues to be solution-placement driven. By ignoring a large population of potential buyers who merely aren’t ready, sales unwittingly ignores the real problem: it’s in the buying, not the selling.

SERVE PROSPECTS, CLOSE MORE SALES

It’s possible to truly serve clients AND close more sales.

Aspiring to a win-win

Win-win means both sides get what they need. Sellers believe that placing product that resolves a problem offers an automatic win-win. But that’s not wholly accurate. Buying isn’t as simple as choosing a solution. The very last thing people want is to buy anything, regardless of their apparent need.

As outsiders sellers can’t know the tangles of people and policies that hold a problem/need in place. The time it takes them to design a congruent solution that includes buy-in and change management is the length of their sales cycle. Buyers need to do this anyway; it’s the length of the sales cycle.

If sellers begin by finding those on route to buying and help them efficiently traverse their internal struggles, sellers can help them get to the ‘need/purchase’ decision more quickly and be part of the solution – win-win. No more chasing those who will never close; no more turning off those who will eventually seek our solution; no more gathering incomplete data from one person with partial answers.

Sellers can find and enable those who can/should buy to buy in half the time and sell more product – and very quickly know the difference between them and those who can never buy.

The whole is greater than the sum of its parts

There are several pieces to the puzzle here.

The buyer and the environment the prospect lives in, including people, policies, job titles, egos, relationships, politics, layers of management, rules, etc. that no one on the outside will ever understand. It’s never as simple as just changing out the problem for a new product; they will buy only when they’re certain they can’t fix their own problem.
Resolving the problem needs full internal buy-in before being willing to change (i.e. buy) regardless of the efficacy of the fix. A purchase is not necessarily their best solution even if it looks like a fit to a seller.
The ability of the buyer to manage the disruption that a new purchase would incur on the system, people, and policies. A fix, or purchase, might be worse than the problem.
The seller and the seller’s product may/may not fit in the buyer’s environment due to idiosyncratic, political, or rules-based issues, regardless of the need.
The purchase and implementation and follow up that includes buy-in from all who will experience a potentially disruptive change if a new solution enters and shifts their job routines.

There is no right answer

Sellers often believe that buyers are idiots for not making speedy decisions, or for not buying an ‘obvious’ solution. But sales offers no skills to enter earlier with a different skill set to facilitate change or manage risk.

Once buyers figure out their congruent route to change, they won’t have objections, will close themselves, and there’s no competition: sellers facilitate change management first and then sell once everything is in place. No call backs and follow up and ignored calls. And trust is immediate: a seller becomes a necessary partner to the buying decision process.

No one has anyone else’s answer

By adding Buying Facilitation®, collaborative decisions get made that will serve everyone.

Let’s change the focus: instead relegating sales to merely a product/solution placement endeavor, let’s add the job of facilitation to first find people en route to becoming buyers, lead them through to their internal change process first, and then using the sales model when they’ve become buyers.

We can help people self-identify as buyers quickly, with fewer tire-kickers, better differentiation, no competition, and sales close in half the time.

BUYING FACILITATION®

As a seller and an entrepreneur (I founded a tech company in London, Hamburg, and Stuttgart in 1983), I realized that sales ignored the buying decision problem and developed Buying Facilitation® to add to sales as a Pre-Sales tool.

Buyers get to their answers eventually; the time this takes is the length of the sales cycle, and selling doesn’t cause buying. Once I developed this model for my sellers to use, we made their process far more efficient with an 8x increase in sales – a number consistently reproduced against control groups with my global training clients over the following decades.

Buying Facilitation® adds a new capability and level of expertise and becomes a part of the decision process from the first call. Make money and make nice.

Sellers no longer need to lose prospects because they’re not ready, or cognizant of their need. They can become intermediaries between their clients and their companies; use their positions to efficiently help buyers manage internal change congruently, without manipulation; use their time to serve those who WILL buy – and know this on the first contact – and stop wasting time on those who will never buy. It’s time for sellers to use their knowledge and care to serve buyers and their companies in a win-win. Let’s make sales a spiritual practice.

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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen August 11th, 2025

Posted In: Communication, Listening, Sales

I recently did a workshop for a group of System Dynamics practitioners who do a mighty job of figuring out the elements involved in large scale problem-solving to help clients make informed change decisions. But too often, the clients fail to implement their findings.

This is a problem in most industries: well-meaning and highly skilled professionals listen for, and collect, the What and Why of a problem and assume the client will know what to do with it. But they don’t.

The assumption here is that the information, the What and the Why, should drive implementation. But What/Why and How are wholly different activities that require wholly different skills.

DIFFERENCES BETWEEN WHAT, WHY, AND HOW

What and Why are different from How:

What/Why are information focused; How is implementation focused.
What/Why are content based; How is systems based.
What/Why resides in the conscious mind; How gets generated from the unconscious brain.
What/Why captures information; How processes and manages risk.
What/Why is tactical; How is strategic.
What/Why requires information gathering and research; How requires buy-in and an understanding of the risk of change.

We assume that having good information should cause behavior change. But behaviors are merely expressions – outputs – of the underlying system that generated them and will not change permanently unless the system itself changes.

Trying to change a behavior by merely trying to change a behavior by providing good, relevant information will only cause resistance and incurs a very high fail rate.

Here’s why What and Why are ineffective at generating change:

Information vs Implementation: Information, in and of itself, does not cause anyone to change their mind or adopt something new regardless of its accuracy or efficacy. It’s a little understood fact that we rarely hear or interpret new information accurately.

Due to the way brains ‘listen’ (Not very well. Mechanical, electricochemical, and involves distortions and deletions. See my book WHAT?) all incoming content is translated by the Listener’s existing neural circuits, ensuring that what is heard is some rendition of what they already know. In fact, there’s a 65-90% chance that Listeners will misunderstand the incoming information. Not great odds when providing information and expecting clients to implement with it.

Sample

Content vs Systems: I define a system as a group of elements that agree to the same rules, and change is systemic. When people attempt to use content as the means to justify modification before the system agrees, it will be resisted. You cannot change one element of a system without it self-destructing, regardless how compelling the information.

To implement, to cause change and make different decisions to acquire new/different behaviors, it’s compulsory to change the beliefs, rules and norms of the originating system. Like the computer, it must be reprogrammed.

Conscious vs Unconscious: Our conscious choices arise from the unconscious systems that define our lives and prompt our behaviors. Permanent change must be initiated in the originating unconscious systems that caused the problem to be resolved. To accomplish this is the How. What and Why provides information to the conscious.

Information vs Risk: information consists of facts which may inspire change once the system is prepared and set up with accompanying beliefs, norms, and rules to integrate it. But when used to inspire core change it represents a risk to the system and has a good chance of being ignored, rejected, or resisted.

Tactical vs Strategic: Implementation requires a strategy: how to congruently change the underlying system that prompted the current problem to end up with permanent change and follow-on without resistance. This requires getting to the unconscious, trialing new choices, getting buy-in, understanding risk, and assigning tasks with follow up.

When we try to use standard skills to implement, it’s hard to lead clients to their unconscious. Sadly, well-meaning practitioners offer tactical support (the What and Why) that isn’t helpful when seeking fundamental change.

Information gathering vs Buy-in and Risk Management: What and Why are involved with research, information gathering, content. Implementation requires systemic change. Professionals seeking to enable implementation or change must employ a different skill set: listening without bias; posing questions that lead to unconscious origination points; enabling clients to assemble the stakeholders and understand their risk.

The biggest hurdle for most practiioners is to trust that Others have their own answers. Too often professionals assume THEY have the ‘right’ answer because their information is ‘good’ and necessary. But outsiders can never understand the set up of the Other’s culture or system. It’s unconscious even to them…but we can facilitate them in their own discovery so they can implement using their own norms and rules that conform to their systems.

HOW-TO

To implement small- or large-scale change, several elements must be involved:

Professionals as Servant Leaders must enter understanding their job to facilitate Others to discover their own systems, their own answers, their own implementation strategies. Most leaders and practitioners understand this; they just don’t have the skills (the How) to implement it.

Sample

(Representatives of) the people and policies that underlie the present state must be assembled and become part of the change process from the beginning. They are a vital part of the underlying system.
It’s necessary to acquire buy in from the elements that operate in the current system and will be part of the new solution. Without this, the What and Why will be suspect, interpreted by the existing assumptions that have generated the existing problem and most likely ignored or resisted.
For new outputs/behaviors to be triggered that will align with the new needs, it’s vital that the system with the problem understand the core beliefs that define their originating system.
The risk of change must be understood by all and strategies put in place to mitigate any possible fallout before implementation will be considered without resistance.

How requires different skills: ways to pose unbiased questions; ways to listen without bias; knowing the 13 steps all change takes. But first it’s necessary for practitioners, sellers, healthcare professionals, and coaches truly take on board the belief that Others – the client, the patient, the buyer – have their own answers.

Right now, the assumption is that the influencer is the one who has the solutions (the What and Why) and it’s their job to tell clients how to implement. But without How skills, clients stumble. Professionals need a different skill set to help them.

I’ve spent 50 years designing models to facilitate congruent change and implementation. If you are interested in learning how to help clients implement, or help clients and prospects make decisions efficiently, please contact me. And if you’re interested in being part of an Implementation consulting group I’m forming, let me know. sharondrew@sharondrewmorgen.com

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Sharon Drew Morgen July 7th, 2025

Posted In: Communication

Have you ever wondered where your thoughts come from? Everything we think – and notice, are curious about, believe in – emerges from our neural circuits that have been developed throughout our lives. It’s a brain storage thing, causing us to bias and restrict our entire lives.

From birth, our parent’s beliefs become part of our unconscious, very personal, ecosystem; the cultural norms of our youth begin creating our lifelong beliefs, habits, behaviors, and identity; the schools we attend introduce us to the way the world works and how to behave accordingly; our professions are chosen to comfortably maintain the biases we’ve accrued and person we’ve become.

Net net, our lives are a conglomeration of our history and unconscious biases, causing us to live and work, marry and spend time with people whose norms, interpretations, and beliefs are very similar to ours.

Our normal skill sets and brain neurology aid and abet us: we unwittingly listen through biased filters and hear restricted versions of what was said (I wrote a book on this: What? Did you really say what I think I heard?); we play and read and watch according to what we’re comfortable with and rarely venture far afield; and aided by the way our brains filter and prune incoming data, we notice what we notice in response to our personal norms, values, and learned habits.

Sample

Our lives are lived in a reality of our own making to maintain our status quo. And yet, regardless of our natural biases, we seem to believe, with certainty, that what we see, hear, and feel is ‘real’. We even restrict our lives accordingly – our politics, our curiosity, what we read, our professional choices. In other words, we each live in a unique reality that gets maintained every moment of every day.

Our personal ‘reality’ is the basis of our unconscious biases and interpretations; so automatic and habituated, so accepted by all around us that we’re often unaware that our actions may harm others whose world views are different from ours.

WE CANNOT UNDERSTAND OTHERS

Given the subjective nature of our lives we cannot help but judge others accordingly. I, for one, never lock doors. My car is always unlocked. My house is always open even when I travel. Many people would find this unthinkable, but they don’t know my reality. As an incest survivor and a rape victim, I always need a quick way in and out. If a door is locked around me, I hyperventilate, panic. Terrifying. But without understanding my reality, you might have judged my actions as being unsafe.

Given the givens, it’s obvious that none of us can truly understand another’s interpretations of anything, or their resulting behaviors. And even though it’s difficult to even notice anything we’re not programmed to notice, we judge each other’s actions against our own.

A problem emerges when we run into others with different lifestyle choices, or communication styles, or education, or assumptions, or race, or political beliefs and behave automatically in ways that inadvertently harm them. We may not have the skills to connect with them in ways they understand or wrongly misinterpret their intent or judge their choices.

I believe that most people don’t intend to harm anyone. But without common ground, the best we can do is act from our habituated interpretations and assume because we ‘mean well’ that we’re not causing harm.

NEED FOR CHANGE

Historically, we’ve done a bad job resolving the problems of inherent bias that may ultimately harm others. I think this might be changing. Companies and public servants are now taking unconscious bias seriously and requiring unconscious bias and diversity training in the hopes of giving people new choices and eradicating harm. Good. But I have a concern.

As someone who has spent decades coding and scaling the stages of how human systems change, I know it’s not possible to cause change from the outside, by merely trying to change a behavior. To change, we must each find a way to shift our own core norms and biases from within (i.e. inside/out).

Current training approaches offer information, practice, scientific data, videos, etc., assuming that the offered data will cause behavior change (outside/in). But that’s like asking a forward moving robot to move backwards by showing it videos of other robots moving backward! Obviously the change must come from new programming. You can’t change a behavior by trying to change a behavior.

Merely assuming that people can change when offered ‘good’ or ‘rational’ reasons to change cannot fix the problem permanently because it:

doesn’t get to the root of someone’s unconscious, and very subjective, biases;
tries to persuade and change behaviors with subjectively chosen information that doesn’t address the neurochemistry that triggers the originating bias;
has no way of knowing the full range of unconscious biases within each individual learner;
doesn’t teach how to transcend someone’s habituated ‘unconscious triggers’ that go off automatically when their beliefs are invaded;
fails to install permanent, instinctive, alternative neural circuits that cause new behaviors.

Current unconscious bias and diversity training assumes people can learn enough from recognizing problems and practicing ‘real’ situations, etc. to recognize their unconscious bias in hopes they’ll know when it’s time to change behaviors. But with our choices arising in five one-hundredths of a second from automatic and electrochemical neural circuits, it’s hard to know exactly how to change a possibly offending behavior in time.

In other words, just when our brains are unconsciously registering ALERT, we are supposed to tell ourselves ‘Nope. Wrong thinking. Don’t do that. Do something different. NOW!’ just as it’s occurring. It’s possible to do so, but not with the training currently offered.

WHAT IS BIAS? AND WHY IS IT SO HARD TO CHANGE?

Bias is the unconscious, habitual, involuntary, and historic reaction to something deemed ‘different’ (skin color, gender, lifestyle choices, etc.) that negatively triggers someone’s largely unconscious beliefs and values causing an immediate, unconscious, and automatic reaction.

Our reactions to external stimuli follow our brain’s historic and habituated neural pathways whenever our unconscious triggers go off. To alter these, it’s necessary to go to the source where they occur in the brain; it’s not possible to permanently change behaviors by merely changing behaviors.

Changing core biases permanently is not a behavior change issue; it’s a core Identity/Belief problem that must be resolved at the source, within the system that created it. Basically, this level of change is a systems problem. To consider real change we must understand the system that created it.

WE MUST UNDERSTAND SYSTEMS TO ADDRESS BIAS

A system is a conglomeration of things that all agree to the same rules. For us, our system keeps us who we are as unique individuals, a composite of our physiology and neurology mixed with our norms, culture, history, values, beliefs, dreams that we hold largely unconsciously and formed during our lifetimes. Systems always seek stability; as a way to maintain balance, they define our politics, our mate selection, even how we listen to others with an unconscious structure of filters that get triggered by situations that make us uncomfortable.

When we try to get others to change by merely requiring behavior changes, their internal systems resist as there is no neurological, physiological foundation from which to act. For permanent change to occur, for new behaviors to be chosen, there must be a change in core beliefs before new skills or situations are offered.

Here are the elements necessary to include in bias or diversity training to trigger permanent behavior change:

Listening: our habituated listening filters and neural pathways automatically bias whatever anyone says to us; we set up our lives to avoid discomfort, and uniquely interpret differences in what has been said so our brains can keep us comfortable. When information is offered as evidence, our historic, habituated, biased listening filters kick in and uniquely interpret incoming data, often differently than the intended meaning. Indeed, it’s not even possible to hear anyone without bias; when what we hear (or see, or feel) makes us uncomfortable, we react historically regardless of how far the intended meaning is from our interpretation.
Questions: all normal questions are biased by the Asker’s subjective curiosity, thereby restricting the Responder’s replies to the Responder’s reaction and interpretation of what was heard, and potentially overlooking real answers.
Historic: biases are programmed in from the time we’re born. Every day we wake up with the same biases, kept in place by our choice of friends, TV, neighborhoods, professions, reading materials, etc. To permanently shift our biases, we’d have to change our historic programming.
Physiological: who we ‘are’ is systemic; our beliefs and norms, character and values have been programmed in and become our Identity, creating the behaviors and responses that will unconsciously maintain our status quo in everything we do and every action we take.
Triggers: because of our lifetime of inculcated beliefs, values, norms and outlook, our brains react chemically, unconsciously, and automatically when there is an untoward activity.
Information: our training programs typically tell, show, explain, offer stories, videos, etc. etc. using our biased choices, in our favored formats, in our languaging, in hopes that our information triggers recognition, or new behavior adoption to people who may not process what we’re telling them in the way we would prefer. They may not interpret, or know how to recognize a need for, or understand, how to make sense of whatever we’re telling them.
Behaviors: as the expression and execution of our beliefs and status quo, behaviors translate our core systemic beliefs and norms into daily action. Behaviors represent us; they are not ‘us’.

To change behaviors permanently it’s necessary to change the system, the programming, that created them to begin with. And this cannot be accomplished by merely trying to change the behaviors that created the problem to begin with. Remember Einstein?

CHANGE IS A SYSTEMS PROBLEM

Change is the alteration of something that has existed in a certain way, using specific and accepted norms, in a specific configuration, for a period of time. To amend our responses to bias, we must first recognize, then modify, the specific triggers (historically produced for a reason) that have been developed to operate unconsciously as the norm.

It’s basically a systems problem: for permanent change to occur, we must reconfigure the system that has created and maintains the status quo. Anything new any problem to fix, any new information that creates disruption, any new activity the system is asked to take, demands changing the status quo.

Indeed, any new decision is a change management problem. The way we are addressing the problem now doesn’t enable permanent change. Change means that a system must go through a process to become something different:

a trigger alerts the status quo that something may be awry;
a careful examination by all elements within the status quo must occur to find any incongruence;
agreement within the system (rules, stakeholders, identity, etc.) that change is necessary and that a fix won’t cause permanent disruption;
an initial attempt to fix anything missing on its own (using the same elements that created the problem to begin with);
the realization that the problem cannot be fixed from within the system;
an examination by everything that created the problem of any new possibilities that will create Systems Congruence;
an understanding and acceptance of the downside and disruption of a change (i.e. if politics change, how do we speak with family? If same-sex relationships, what happens with our church group?);
a fix is found that is agreeable, with full knowledge of how to circumvent any disruption it will cause;
new habits, new triggers, new neural pathways, etc. are developed in a way that incorporate the ‘new’ with the old to minimize disruption.

If all of the above aren’t managed, the system will fill in the blanks with something comfortable and habituated (regardless of its efficacy). In other words, if there is not systemic agreement, no known way to resolve the problem using its current givens, no known way to incorporate something new with the existing system so the system doesn’t implode, no change will happen regardless of the need or the efficacy of the solution.

Indeed – and I can’t say this often enough – you can’t change a behavior by trying to change a behavior. And all current bias and diversity training involves a focus on getting behaviors changed without addressing the source that created the behaviors and triggers to begin with.

WHAT IS A BEHAVIOR?

Current bias training attempts to get behaviors changed by offering information: showing and telling people what’s wrong with what they’re doing and what ‘right’ would look like – all of which can be misinterpreted, misread, or objected to, regardless of our intent.

While it certainly can make people more aware, these attempts will not cause permanent change: they develop no new habituated triggers or neural pathways to set off a new response to a stimulus. Let’s delve into this a bit.

Behaviors are what we do – transactions automatically initiated by our core system of beliefs, norms, and experience – to express who we are. We all develop behaviors that ‘be’ who we are, to represent us. Behaviors are the output, the forward movement of the robot, the actions others see.

To permanently change a behavior, a system must:

shift the core beliefs that inform any habituated, unconscious bias and develop additional beliefs, assumptions and triggers;
create new neural pathways to the brain that lead to choosing more respectful outputs, habits, behaviors;
listen with a different listening filter than the habituated ones;
enable the person to change themselves, using their own unconscious system of norms to design new behaviors that won’t offend the system;
interpret another’s actions in a neutral way that doesn’t offend our own beliefs – or change our beliefs.

To change our unconscious, automatic responses that cause us to respond defensively, the system that has created and maintains the status quo must be reconfigured to produce alternate outputs while still maintaining Systems Congruence. Offering any sort of information before the system knows why, how, when, or if to do anything different – a belief change – will only inspire resistance as the system won’t know how to apply it. It’s a belief change issue: when we change our habituated beliefs and norms (our programming), our behavior will automatically, and permanently, change.

CHANGE IS A SYSTEMS PROBLEM

Real change demands a systemic shift to create new triggers, new assumptions, new neural pathways, and ultimately, as an outcome, new behaviors. No one, no information, no person, from outside is able to go into someone’s unconscious to (re)create all these things. And permanent change will not happen until it does.

The goal is not to train someone to rid themselves of unconscious bias; it’s to help their system discover the underlying beliefs that cause them and enable them to develop new beliefs and responses.

Over the past decades, I’ve coded the 13 steps that constitute the route to systemic, human change so people can make their OWN internal changes that will lead to new choices, i.e. new behaviors. I’ve taught this model in sales as Buying Facilitation® to global corporations (KPMG, Morgan Stanley, IBM, P&G, Kaiser, etc.) for over 30 years, and written several books on it. The book that details each of the stages is Dirty Little Secrets: why buyers can’t buy and sellers can’t sell.

We must become Facilitators, not Influencers. We must teach folks to create and habituate new neural pathways and filters.

Listening: We must avoid habituated neural pathways when listening to others. I have a whole chapter on this in What?. Not difficult – you just need to develop triggers that will alert you to the need to do something different before you get triggered into a biased reaction.
Questions: I developed a new form of question that doesn’t interrogate and is not biased by the needs of the questioner, but instead acts like a GPS to guide people through their own unconscious. These Facilitative Questions are systemic, use specific words, in specific order, that traverse through the steps of change sequentially so others can note their own incongruencies. So: What would you need to know or believe differently to be willing to take an extra step and consciously choose to listen from a ‘different ear’?
Beliefs: by shifting the focus from changing behaviors to first changing beliefs and systems, we end up with permanent core change, new triggers and habits.
Information: we make several types of information available for the learner to choose from, to fit their own learning criteria and styles, and needs to fit into their unique areas of deficiency.

I’ve developed a new way to train that facilitates self-learning and permanent change from within the system. For those wishing a full discussion, I’ve written an article on this that appeared in The 2003 Annual, Volume 1 Training (I’m happy to send you a more specific discussion of this if you’re not already bored) Just note: my process leads people, without any bias, to those places in their brains, into their system of beliefs and cultural norms, which made the decisions to employ their biased behaviors to begin with, and teaches them how to reconfigure their system to adopt something new (so long as its aligned with their beliefs). We are making the unconscious conscious and developing more appropriate triggers and behaviors.

How will you know that by adding systemic change elements to your training that you can enable more people to make more appropriate behavioral choices around their bias?

If you would like my help in designing a program that resolves unconscious biases permanently, I’d love to help. I believe it’s an important task. I believe it’s time we had the tools to enable learners to permanently change and become non-judgmental, accepting, and kind. And above all, cause no harm. All of our lives depend on it.

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Sharon Drew Morgen June 30th, 2025

Posted In: Change Management, Communication, Listening

change-1080462_960_720 As an influencer, how often do say to yourself “Why doesn’t she understand me?” or “If he understood me better this decision would be a no-brainer.” It’s natural to assume Others will understand – and comply with – your suggestions. Have you ever wondered what’s happening when they don’t?

As an influencer, part of your job is to facilitate change. But how? In general, you’ve likely used great rationale, logic, and leadership, data sharing, or just plain directives. But what if your Communication Partner’s brain isn’t set up to hear you accurately? What if your words are misinterpreted, or not understood? You naturally assume your words carry the meaning you intend to convey. But do they?

Sometimes people misinterpret you and your audience is restricted to only those who naturally understand your message. Sometimes people ignore you, regardless of how important your message, how engagingly you deliver it, or how badly they need it.

What if ‘changing minds’ is the wrong way to think about it, and if your real job is to ‘change brains’? What if the Other’s brain, it’s neural circuitry, was in charge and your job was to facilitate the way it went about decision making?

OUR BRAINS ARE THE CULPRIT

Thinking about using any form of content-based sharing as a persuasion strategy, let me share a confounding concept: words have no meaning until our brain interprets them. According to John Colapinto in his fascinating book This is the Voice,

Speech is a connected flow of ever-changing, harmonically rich musical pitches determined by the rate at which the phonating chords vibrate, the complex overtone spectrum is filtered by the rapidly changing length and shape of the mouth, and lips, interspersed with bursts of noise…It is our brain that turns this incoming stream of sonic air disturbances into something meaningful. (pg 54)

Seems to parallel how we ‘see’ color. We don’t, exactly. Light vibrations enter our eyes and get translated into color by our rods and cones. Otherwise, the world is gray! Indeed, both what we see and what we hear are largely out of our control, influencing what we notice (or not), how we decide (or not), what we think and hear and are curious about (We can’t be curious unless we have the circuitry to think with!).

Here’s a greatly simplified explanation of how brains translate incoming words (or sounds, or…) as I learned when researching my book WHAT?: Spoken words, like all sounds, are merely meaningless electrochemical vibrations that enter our ears as ‘puffs of air’, as many neuroscientists call the vibrations, that get filtered, then automatically dispatched as signals to what our brain considers a ‘similar-enough’ circuit (one among 100 trillion) for translation. And where the signals don’t match, a Listener’s brain kindly discards the difference!

Sample

People understand us according to how the selected circuits translate these signals, regardless of how different they are from the intended message.

In other words, people don’t hear us according to what we say but by how their historic circuitry interprets it. To me this is quite annoying and hard to address: not only does that restrict incoming content to what’s already familiar to us, there’s a chance that what we think was said is only some fraction of what was intended.

Unfortunately, neither the Speaker or Listener understands how far from accurate the translation is. Listeners assume their brains tell them exactly what’s been said; Speakers assume they’ve been heard accurately. Turns out these assumptions are both false; communication potentially ends up biased, restricted, and subjective.

THE BRAIN/INFORMATION PROBLEM

The misinterpretation problem gets exacerbated when words get sent down circuits that unwittingly incur resistance, as Others ‘hear’ something that goes against their beliefs. If my brain tells me you said ABL it’s hard to convince me you said ABC. I’ve lost friends and partners that way and didn’t understand why until my book research. And sadly, it all takes place outside of conscious awareness.

This is especially problematic when there’s a new project to be completed, supervision to correct a problem, or Business Process Management to be organized. It’s a problem between parents and teenagers and a curse in negotiations. As leaders, without knowing how accurately we’re heard, we have no idea if our directives or information sharing is being received as we intend.

This possibility of misinterpreting incoming words makes the case for providing information when it can be most accurately translated: when the Listener knows exactly what they are listening for, the brain has a more direct route to the appropriate circuits to interpret them.

Instead of starting with goals or solutions for Others, we need their direct buy-in first. To invoke change, help Others figure out what they need from you then supply content that will be applied accurately. In other words, instead of shooting an arrow to hit a bullseye, first shoot the arrow then draw the bullseye where the arrow lands!

INFORMATION IS LAST

After 60 years of studying, and developing models for, systemic brain change and decision making, I’ve realized that offering ideas, directives, suggestions, or information is the very last thing anyone needs when considering doing something different (i.e. buying, changing habits, etc.). And yes, it goes against most conventional thinking. But hang with me.

As a kid, my then-undiagnosed Asperger’s caused me to act differently than people around me. I was in trouble often and never understood why. I began reading voraciously on how to change my behaviors: how to visualize, to motivate myself, be disciplined. But they were all based on trying to fix my seemingly automatic actions, to change my behaviors. And I failed repeatedly to make any of the changes permanent.

I finally acknowledged it’s not possible to change a behavior by trying to change a behavior, my brain was the culprit. I then began developing neural workarounds to:

create new brain pathways to new behaviors,
consciously change the circuits causing my behaviors,
enhance my ability to translate incoming words accurately.

I know, I know. It’s odd, and there was lots of trial-and-error. But eventually I figured it out and dedicated the rest of my life to developing, writing about, and teaching systemic brain change models for conscious behavior change.

Thankfully, my concepts caught on in sales, coaching, leadership, and change management: my facilitation models help people orchestrate their own change based on their own internal norms, values, and criteria: in sales, my Buying Facilitation® model teaches people on route to fixing a problem how to become buyers. In coaching and change management, I provide the skill sets to enable people to discover, and act on, their own unique criteria and avoid resistence.

CHANGE FACILITATION

For those of you whose job is to get Others to do something you want them to do, let’s look at it from the side of the people you seek to change.

In order for change to occur, people must understand the difference between their status quo (their problem) and the new activity you want them to do. Below are all the specific factors they must address to be ready, willing, and able to change:

Conform to norms: Change is more than doing something different; it demands a reconfiguration of the brain circuitry. And it’s only when an incongruence is noticed that something different is required. By first facilitating people through their discovery – by leading them to the underlying beliefs and values that created the circuits that caused the problem – they can discover an incongruence and be willing to change. It’s got nothing to do with new content or imposed regulations, regardless how important they are. I created a new form of brain-directive question (i.e. not information gathering) called a Facilitative Question that’s quite effective at leading others to their own, often unconscious, answers.

Cost: It’s not until the ‘cost’ (resource, results, disruption) of a fix is identified and agreed to by all stakeholders (including mental models and beliefs) that it’s possible to know if a problem is worth fixing. No one naturally seeks out change if all seems fine, regardless of the problem or the efficacy of the solution.

Disruption: Because our internal systems seek balance (homeostasis), we avoid disruption. And the time it takes us to find a route through to a change that matches our values and avoids risk is the length of the change cycle. If new behaviors are required that cause someone to be out of balance, they will be resisted.

Personal: When change is sought, people must discover their own route to change that match their values and maintains homeostasis. And outsiders can ever understand someone’s history, values, norms, or neural configurations.

EACH PERSON MUST DESIGN THEIR OWN CHANGE

To facilitate change efficiently, we need a shift in thinking. Instead of trying to have the answers for Others, first focus on the goal of helping Others discover how to handle their own change issues; enable them to discover their own incongruences. Then they’ll know exactly where they need to add or subtract something to fix it, and the influencer can supply the information to complete the process.

Here’s a situation where I used a carefully crafted sentence to direct a friend’s thinking to where her choice points lie.

I have a lovely young friend who, to me, had serious energy problems. Some days she had difficulty getting out of bed, even with 5 children. Some days she didn’t have the energy to cook or work. And she’d been having this issue for decades. After knowing her a year I finally said, “If the time ever comes that you wish for additional choices around your store of energy to be more available for your kids, I have a thought.”

By shifting the context to her children, by giving her control over her choices and not trying to change her, by leading her to each of her decision points, her system didn’t feel threatened. She welcomed my thoughts, got help (My naturopath discovered she was actually dying from a critical lack of vitamin B12.) and now is awake daily at 5:30 a.m. with endless amounts of energy.

No matter what the problem or solution may be, unless someone understands that change won’t cause major disruption, unless the new fits with their values and criteria, unless all the people involved agree to change, they won’t consider doing anything different. So how can we help Others find their own excellence?

13 STEPS TO CHANGE

You must begin by trusting Others have their own criteria for change. Instead of starting with answers or goals, lead them down their unique path through to discovery, to notice any incongruences they can’t resolve on their own. Then they’ll know exactly what they need from you and be ready to hear your information. And as you’ve already helped them help themselves, they’ll come to you for their needs and trust has been established when you offer them new ideas.

The facilitation model I developed leads buyers, teams, coaching clients through to discovery. It involves 13 specific steps that follow the sequence all brain change takes as a precursor to behavior change, providing the tools to help the Other figure out their own path. By then they’ll need your information. To address change congruently, people must first:

recognize the full set of givens involved;
identify and include all stakeholders, beliefs, criteria, and norms;
try workarounds to fix the problem internally if possible;
understand and accept the risk of change;
get buy-in to adopt the new.

It’s not so simple as an outsider gathering or sharing information or posing questions to help the influencer understand. Because until they know that the cost change will be equal to or less than their status quo, they will not take action.

Historically, I’ve taught this facilitation process successfully to 100,000 sales professionals and coaches. But with the new technology, it’s quite possible to use it in marketing for Deal Rooms, ABM discussions, and Sales Enablement.

So as you consider delaying your storytelling or pitching until you’ve facilitated change, ask yourself:

Would you rather speak or be heard?
What is your job – to serve Others through to their own form of excellence or get your point across to anyone who can listen?
Do you seek a quick hit or a long-term relationship?
Would you rather be a servant leader or an information hawker?

You decide. It’s possible to serve Others and be available with information when and as they need. Sellers can first facilitate buying, coaches and facilitate permanent change, and marketers can develop content that leads people through to brain change. I’m here if you have questions. Or go to www.sharon-drew.com to learn about my facilitation and brain change models.

_______________________

Sharon Drew Morgen June 16th, 2025

Posted In: Communication

Ask more questions! sellers are admonished. Ask better questions! leaders and coaches are reminded. Questions seem to be a prompt in many fields, from medicine to parenting. But why?

There’s a universal assumption that questions will yield Truth, generate ‘real’ discussion topics or realizations, or gather accurate information or important details. Good questions can even inspire clarity. Right?

I’d like to offer a different point of view on what questions really are and how they function. See, I find standard questions terribly subjective, don’t enable Responders to find their real answers, and often don’t get to the Truth. But it’s possible to use questions in a way that enables Others to discover their own, often unconscious, answers.

WHAT IS A QUESTION?

Let me start with Google’s definition of ‘question’: “a grouping of words posed to elicit data.” Hmmmm…. But due to the way Askers pose questions and the way they’re interpreted in the Responder’s brain, they don’t often elicit accurate data. Here’s my definition. Questions are:

posed according to the needs, curiosity, goals, words, and intent of the Asker;
interpreted uniquely and unconsciously, according to a Responder’s often unconscious world view;
potentially ignore more important information outside the Asker’s purview.

Our routine processes get in the way:

Language: Questions are posed using words and languaging unique to the Asker. Using their own (subjective, biased) intent and goals, their own idioms and word choices, Askers assume Responders will accurately interpret them and respond along expected lines. This expectation is most easily met between folks who are familiar with each other, but less successfully with those outside the Asker’s sphere of influence. Too often Responders interpret a query quite differently than intended, offering responses far afield from the Asker’s intent.
Listening/brain: All incoming words enter our ears as meaningless sound vibrations that neuroscientists call “puffs of air” and eventually get translated according to our brain’s historic neural circuits that have been set during our lifetimes. (For a complete explanation, see my book WHAT?) In other words, and similar to the language problem, Responders may not accurately translate incoming questions according to the intent of the Asker. The way Responders hear and interpret a question is at the mercy of the Responder’s existing neural brain circuits.

Sample

3. Curiosity: Often an Asker seeks answers according to their desire for knowledge, for research, interest, or ego, to exhibit their intelligence, prove their commitment, or lead Respondsers to answers the Asker thinks they should discover. Yet given the way information is stored and retrieved in the brain, a question may capture some degree of applicable data or a whole lotta subjective, unconscious thoughts that may or may not be relevant.

As you can see, standard questions have a reasonable chance of failure.

TYPES OF QUESTIONS

Here’s my opinion on a few different forms of question:

Open question: To me, open questions are great in social discussions but less so when seeking precise data or leading Others to discover their own answers. What do you think you might do to avoid that going forward? can’t help a client find new answers. What would you like for dinner? will prompt an enormous variety of choices, some of which may be unavailable. Open questions cause brains to do a transderivational search that may unearth responses far afield from the Asker’s intent and the Asker is out of control.

Closed question: I love these. They are perfect when a specific response is needed. What time is dinner? Should we send answers now or wait until our meeting? Of course they can also be highly manipulative (Do you want me to take your order now or should I call back tomorrow?) when only limited responses are offered for potentially broad possibilities.

Leading question: Don’t you think you rely on conventional questions too much? That’s a leading question. Manipulative. Disrespectful. Hate them.

Probing question: Meant to gather data, these questions face the same problems I’ve mentioned: using the goal, intent, and words of the Asker, they will be interpreted uniquely as per the Responder’s historic stored content, and extract some fraction of the full data set possible.

Given the above, I invented a new form of question!

FACILITATIVE QUESTIONS™

When I began developing my brain change models decades ago, I realized that conventional questions would most likely not get to the most appropriate circuits in someone’s brain that hold their best answers.

Knowing that our brain’s electrochemical search for answers leads to historic responses, I spent 10 years figuring out how to formulate questions to help people find where their answers reside.

One of the main problems I had to resolve was how to circumvent a brain’s automatic preferences and make it possible to obtain the broadest view of choices.

Language to avoid bias and promote objectivity

Since the brain sends incoming questions as electrochemical signals down specific neural routes, I had to figure out a way to use language to broaden the brain’s choices and circumvent bias as much as possible – difficult as our natural listening is unwittingly biased as per existing superhighways that offer habitual responses.

Was it possible to use questions to find where value-based answers are stored (where our decisions emerge from)? To accomplish this, I tried different word combinations in different sequences until I found success with specific words in a specific order that led to the criteria where accurate answers – answered not uncovered with conventional questions – were stored.

As a result, my Facilitative Questions™ are directed not at Asker-led information gathering but at Responder-driven brain-directional discovery. I nformation gathering now occurs at the very end of the questioning process when the proper circuits have been engaged, leading to far more accurate answers.

Getting into Observer

To make sure Responders can listen from an unbiased place and have a chance of hearing without misunderstanding, Facilitative Questions™ contain no convincer strategies or biases. They merely direct Responders to their own answers without anything – like historic biases, mistaken assumptions, automatic resistance – getting in the way.

To accomplish this I put specific words at the beginning that put the Responder into an Observer (meta, witness, coach) perspective that overrides the brain’s preferred route to translation and leads to a more accurate, less subjective response. Here are two examples:

How would you know if…
What would you need to understand differently…

Notice they immediately cause the Responder to ‘observe’ and discover answers stored outside the automatic circuitry.

Change the goal

For situations involving decision making and data extraction, I also had to detail the wording. Here’s an example of a standard question:

“Why do you wear your hair like that?”

This question puts the Responder directly into their automatic, historic, unconscious responses, while

“How would you know if it were time to reconsider your hairstyle?”

is a Facilitative Question™ that puts the Responder into Observer and uses specific words in a specific order to direct them to specific neural circuits where their own data and criteria are stored. My r ecordings provide examples of how I formulate and use them.

Questions follow steps to change

The biggest element I had to figure out was the sequence, to help the brain’s translation process be more accurate. Here are the main categories of the 13 sequential steps to all change and decision making:

Where are you and what’s missing? Responder begins by discovering their full set of givens, some of which are unconscious.
How can you fix the problem yourself? Systems don’t seek change, merely to resolve a problem at the least ‘cost’ to the system. To minimize any ‘cost’ involved, it’s best to begin by trying to fix the problem with what’s familiar.
How can you manage change without disruption and with buy-in? Until it’s known what the fallout of the ‘new’ will be, and there’s agreement, no change will occur.

In my book HOW? I’ve included an entire chapter on how to formulate Facilitative Questions™.

Sample

WHEN TO FACILITATE UNBIASED DISCOVERY?

Facilitative Questions™ are especially helpful in

data gathering to discover a more expanded range of choices,
decision making to uncover each element of consideration as matched with values and outcomes,
habit/behavior when seeking to understand and modify the patterns and neural circuitry underlying the current behaviors,
leadership, sales, coaching when leading others to discover routes to new choices.

I’ve trained these questions globally for sales folks learning my Buying Facilitation® model to help prospects become buyers, and for coaches and leaders to help followers discover their own best answers.

If your job is to serve, the best thing you can offer others is a commitment to help them help themselves. Facilitative Questions™ can be used in any industry, from business to healthcare, from parenting to relationships as tools to enable discovery, change, and health.

It takes a bit of practice to create these questions as they aren’t natural or curiosity based, but the coaches, sellers, doctors, and leaders I’ve taught them to use them to help Others discover their own excellence, avoid resistance, and maintain trust between the Asker and Responder. I encourage you to consider learning them. And I’m happy to discuss and share what I know. sharondrew@sharondrewmorgen.com My hope is that you’ll begin to think about questions differently.

___________________________

Sharon Drew Morgen May 12th, 2025

Posted In: Communication

How do we manage change in our organizations? Not very well, apparently. According to statistics, the success rate for many planned change implementations is low: 37 percent for Total Quality Management; 30 percent for Reengineering and Business Process Reengineering, and a whopping 3% for some software implementations.

Regardless of the industry, situation, levels of people involved, or intended outcome, change seems carry a real possibility of failure:

Internal partners fail in attempts to promote and elicit proposed initiatives across departments.
Leaders get blindsided by unknowns, creating more problems or becoming part of the problem when attempting to find a fix.
Improper, or non-existent, integration between developers and users cause lack of buy-in and resistance.
The change doesn’t get adopted as conceived, with financial and personal fallout.

Change initiatives can be far more successful if we include systems thinking in our change management models.

THE SYSTEMS ASPECT OF CHANGE

I believe change is a systems problem. But let me start at the beginning with my definitions of change and systems.

CHANGE: Change is an alteration to a system and entails modifying an existing structure that has been working well-enough for some time, accepted by all, and habituated into the daily norms while maintaining balance.

All change must include a way for the elements – the existing behaviors, roles, policies etc. – to buy-in to, and incorporate, new outputs while maintaining the rules and beliefs of the foundational status quo.

SYSTEM: Any connected set of elements that agree to, and are held together by consensual rules and beliefs that generate a unique set of behaviors and exhibit a unique identity. Because change represents risk to the status quo, systems defend themselves by resisting when feeling threatened.

In order to facilitate congruent change, it’s necessary to get agreement from all who will touch the final solution. A good way to encourage this is to not only include everyone involved with the status quo (including front line workers) in the problem definition and brainstorming of possible solutions, but to develop a path forward (There are specific, sequential steps in all change processes.) that is agreeable to all.

When leaders define the problem and solution and then attempt to get agreement, they run the risk of insulting the core Beliefs that are the very foundation of everyone’s jobs.

Too often change is approached with an eye on altering activity without ensuring that the core system maintains balance, thereby putting the system at risk. When we attempt to push behavior change before eliciting core Belief change, we

cause the system to defend itself (i.e.resistance);
overlook helping the system design it’s own version of congruent change;
are left managing the fallout when the stable system is forced to defend itself.

Herein lies the problem: until or unless the full complement of elements that created and maintain the problem and will be affected by the new agrees to change, the system will resist change regardless of the problem that needs fixing. The system is sacrosanct.

Here’s where change agents face problems: In general, outsiders cannot know what norms must be maintained. Change is an inside job. Congruent, resistance-free change must teach the system how to change itself. My new book How? explores this topic thoroughly.

Sample

ALL CHANGE MUST ADDRESS SYSTEMS

Most influencing professions (leadership, coaching, consulting, sales etc.) begin with a goal to be met, adopt an outside-in approach that uses influence, advice, ‘rational’ scientific ‘facts’, and overlooks the fact that anything new, any push from outside the system, represents disruption.

We put the cart before the horse, attempting to change behaviors and elicit buy in before the system is certain it won’t be compromised. Until the system knows it will remain in balance, whatever problem is being resolved will continue as is – it’s already built into the system:

The full complement of elements that created the existing problem must be assembled and recognized;
The risk the system will face when doing anything new;
Everyone/everything within the system must accept that it’s not possible to fix the problem with known resources;
All of the elements (people, policies, rules, relationships, etc.) that will be affected by a new solution – i.e. change – must understand, buy-in to the ways they’d be changing to ensure they end up balanced.

Until all above are managed the system will resist change (or buying, or learning, or eating healthy or or) regardless of the need or the efficacy of the solution. Indeed outside influencers actually cause resistance.

But we can actually lead Others through to their own change:

Maintain Functional Stability. Any change initiative must maintain the foundational balance of the original system. Change is not so simple as shoving in a new Behavior.
Achieve Buy-In. For a system to be willing to change successfully, to avoid resistance, a system must understand the risk of change; recognize exactly what fallout will occur when anything is added, and how each affected element must modify to maintain the integrity of the system.
Maintain Underlying Rules and Beliefs. Great data or solutions, important needs or dangerous consequences do not influence change if they run counter to the system’s beliefs and rules, overt or covert. (It’s why your Uncle Vinny still smokes with lung cancer, and why training doesn’t cause new behaviors.)
Avoid Risk. Unfortunately, it doesn’t work the other way ‘round: when we attempt to push a new behavior – say, asking a heart patient to change her diet or exercise program – before eliciting belief change from the entire system, we will achieve resistance as it may be seen as a threat.

Note: the issues that must be addressed for change without resistance are the same regardless of the problem or number of people of people involved – a company resisting reorganization, a patient refusing meds, a user group resisting new software, a buyer who hasn’t figured out how to buy, or a group not taking direction from company leadership. As outsiders we too often push for our own results and actually cause the resistance that occurs.

It’s possible to use our positions as outside influencers eschew our bias and be real Servant Leaders and teach the system how to manage its own change.

CASE STUDY: SYSTEMS ALIGNMENT

Here is a case study that exhibits how to enable buy-in and change management by facilitating a potential buyer through her unique series of steps to change.

I was with a client in Scotland when he received a call from a long-standing prospect – a Learning and Development manager at a prodigious university with whom he’d been talking for 11 months – to say, “Thanks, but no thanks” for the product purchase. After three product trials that met with acclaim and excitement, an agreed-upon price, and a close relationship developed over the course of a year, what happened? The software was a perfect solution; they were not speaking to any other providers; and price didn’t seem to be a problem.

At my client’s request, I called the L&D manager. Here is the conversation:

SDM: Hi, Linda. Sharon Drew here. Is this a good time to speak? Pete said you’d be waiting for my call around now.

LR: Yes, it’s fine. How can I help? I already told Pete that we wouldn’t be purchasing the software.

SDM: I heard. You must be so sad that you couldn’t purchase it at this time.

LR: I am! I LOVE the technology! It’s PERFECT for us. I’m so disappointed.

SDM: What stopped you from being able to purchase it?

LR: We have this new HR director with whom I share a leadership role. He is so contentious that few people are willing to deal with him. After meeting with him, I get migraines that leave me in bed. I’ve decided to limit my exposure to him, discussing only things that are emergencies. So I’ve put a stop to all communication with him just to keep me sane. He would have been my business partner on this purchase.

SDM: Sounds awful. I hear that because of the extreme personal issues you’ve experience from the relationship, you don’t have a way to get the necessary buy-in from this man to help your employees who might need additional tools to do their jobs better.

LR: Wow. You’re right. That’s exactly what I’ve done. Oh my. I’m going to have to figure that out because I’ve certainly got a responsibility to the employees.

SDM: What would you need to know or believe differently to be willing to work through the personal issues and figure out how to be in some sort of a working relationship with the HR director for those times your employees need new tools?

LR: Could you send me some of these great questions you’re asking me so I can figure it out, and maybe use them on him?

I sent her a half dozen Facilitative Questions to facilitate a path to a collaborative partnership with the HR Director. Two weeks later, Linda called back to purchase the solution. What happened?

1. While the university had a need for my products solution, the poor relationship between the HR director and the L&D director created hidden, ongoing dysfunction. The information flow problem could not be resolved while the hidden problem remained in place – details not only hidden from the sales person but used as a deterrent by Linda (who resolved the problem by walking away). So yes, there was a need for the solution and indeed a willing partner, but no, there was no buy-in for change.

2. The only viable route was to help her figure out her own route to a fix.

3. This was not a sales problem but a change management issue. I helped Linda resolve her own problem. Current change management models attempt to rule, govern, constrict, manage, influence, maintain the change, rather than enable the system to recognize and mitigate its own unique (and largely unconscious) drivers and change itself congruently.

Linda was willing to do something different once she knew how to avoid personal risk.

Rule: Until or unless people grasp how a solution will match their underlying criteria/values, and until there is buy-in from the parts that will be effected from the change, no permanent change will happen regardless of the necessity of the change, the size of the need, the origination of the request, or the efficacy of the solution.

Too often change management initiatives assume that a ‘rational’, information/rules-based change request and early client engagement will be enough to inspire change; they forget that until the proposed change meets the foundational values and beliefs of the culture, the status quo prevails.

Rule: Whether it’s sales, leadership, healthcare, coaching or change management, until or unless the folks within the system are willing to adapt to, and adopt, the requested change using their own rules and beliefs, they will either take no action or resist to maintain the system.

Until the elements within the system understand the risks of the proposed change, they cannot agree to it. Too often, outsiders try to push change when it doesn’t match the unspoken rules and beliefs of the system.

Rule: Until the risks that a proposed change are known and agreeable, until it’s understood that the risk of the change is less than the risk of staying the same, no change will occur.

Conclusion

Before introducing any change initiative, give up the need to push the change, listen without bias, and enable Others to traverse their route to discovery:

what elements created and maintain the status quo,
who needs to be included (often a larger group than anticipated),
recognize what would get in the way of success and what needs to happen to mitigate that interference,
figure out how to manage the workarounds in place that attempt to mitigate the problem,
notice levels of buy-in and help those who resist shift their personal criteria to become part of the group,
get agreement, steps, criteria, and Behaviors for an intact, non-resistant, functioning system that welcomes the new initiative. Then introduce the change.

Until now, we’ve assumed that resistance is a normal part of the change process. But we’ve effectively been pushing our own biased needs for change into a hidden system. We’ve forgotten that the change we are suggesting will encounter resistance if it doesn’t match the system of the original culture. It’s possible to get buy-in without resistance. Change really needn’t be hard.

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Sharon Drew Morgen March 31st, 2025

Posted In: Communication

Your important nonprofit or exciting startup will help the world be a better place. But now you’ve got to raise money. You’ve created a terrific pitch deck; have a highly competent management team and terms; have access to good outreach lists; are sending out slick marketing missives that show your professionalism and integrity; and have identified donor prospects with major gift potential. You’ve designed a multi-channel approach to build relationships with small investors and donors to excite them to give more.

Why aren’t you raising all the funding you deserve?

It’s not you, your message. or your organization;
It’s not the strength of your relationship or who you ‘know’;
It’s not the market, your competition, your return potential or your marketing materials.

It’s a decision issue. Somehow your investors must choose between giving their money to you or putting it somewhere else that seems equally promising. With a finite amount to donate, they must decide where to put their funds.

CRITERIA VS. CONTENT

Ultimately, people choose to donate based on their own choice criteria and beliefs. While your purpose is undoubtedly important, unless folks know how to choose one worthy beneficiary over another, they will do nothing, regardless of how compelling your goals, marketing, market share, or growth potential.

In reality, funds are not sitting there waiting for you to show up. You may be requesting money that

is earmarked for something/someone else;
needs stakeholder buy-in;
may be outside their stated goals, relationships, strategy, beliefs or agreements.

Knowing we’ve got an important offering, we assume a great marketing piece or a great pitch will engage, excite, and explain, and entice a donor’s better angels. So why aren’t we attracting more funding?

We forget that, for the most part, decisions are made unconsciously, before content is even considered; we have no access to the hidden or historic arrangements, political mind-fields, or unconscious biases that dictate someone’s choice criteria.

The more successful choice is to help people or groups discern their decision/choice criteria and then offer the exact pitch to match it.

HOW PEOPLE CHOOSE

Since most decision-making criteria is unconscious, raising funds must assume:

Outsiders (sellers, fundraisers, etc.) can never understand the behind-the-scenes, idiosyncratic criteria used to decide. Each person, each group has their own unique sets of rules, beliefs, values, vision they choose from;
Until the idiosyncratic choice criteria are factored, until it’s determined that donating or investing in one group vs another does not put the investor at risk, no decision to donate will be made regardless of the marketing or outeach efforts;
Our information is only relevant after it fits into defined idiosyncratic initiatives and parameters.

In other words, just because we’ve got a worthy cause or important product, people won’t give us money unless it meets their unspoken criteria.

While we don’t have access to anyone’s personal decision-making strategies, we do know: unless it’s a small donor, there’s usually a decision team who decide together – several people or just a spouse; there’s a set of criteria that govern their choices – political, humanitarian, profit, trust, etc.; there are personal standards that must be met; and content details are only useful once primary choice criteria are met.

I suggest we begin with questions to lead people directly to their unconscious choice criteria, such as:

How will you choose between causes to give money to? What criteria will you use? What flexibility do you have?
How will you and your decision team decide on the amounts and types of groups or organizations to invest in?
What would you need to see from a group you’re considering investing in to be certain our group meets your criteria?

These questions (a form of question I invented [Facilitative Questions™]) enable the Other’s discovery and make it possible to expand their criteria beyond their automatic choices. So if I never contribute to causes that involve for-profit business, if a big-box store is fundraising to give their employee’s children better healthcare and I recognize I must go beyond my unconscious criteria, I might have greater choice.

At my suggestion, one of my clients posed an initial Facilitative Question™ when seeking Round B funding, before pitching. As a woman, she understood she had less than a 4% chance of getting funded and hoped to trigger the investor’s better angels:

What would you need to know about me, my level of skill and professionalism, and my ability to manage a start-up, to trust that as a woman I was worthy of your investment?

Two of the ten potential investors walked out. The other 8 actually applauded, saying they hadn’t realized they had an unconscious bias against women before they even walked in. She had no problems getting funded.

WHEN AND HOW

There’s a difference between sending out marketing content or speaking with someone personally: in one-to-one conversations it’s possible to continue questioning, for example, or provide further information. And of course sharing the details of your organization is necessary.

But both vehicles share the same rules: offer content after helping the donor/investor understand their unconscious criteria for giving you money. Obviously, in personal conversations, use the uncovered criteria as the focus of your pitch.

For people who have donated or invested previously, the focus should be on how they’ll decide to invest or donate again. These folks seem to be obvious patrons, but unfortunately not all recommit.

While we assume we can encourage them to donate or invest more, we might not know what they need to hear from us to do so: What do they need to know about what we’ve accomplished in the meantime? Are they looking for some sign of ‘success’ or to know if we’ve made the change or addition they were hoping for? Do they still trust us? Again, we can assume, but we don’t know for sure.

Good questions might be something like:

What would you need to see from us to be willing to donate/invest again this year?
Due to the political climate and our dedication to an agenda that supports equality, fairness, and food/shelter for all here in Portland, we are asking our current patrons to increase their contribution this year if possible. How will you know that we will use your funds to meet the goals you espouse?

Ultimately, investors and donors need to know they’re giving money to groups that match their goals and beliefs, and your content and marketing must be creative and representative.

But don’t rely on the details of your organization to be the only selling point: either do market testing to discover the beliefs and goals of your population, or rely on questions that help them recognize their unconscious biases and then offer content that meets most criteria.

Giving money is a choice that involves personal criteria: don’t assume people will invest or donate merely because you’ve got a great idea.

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Sharon Drew Morgen March 17th, 2025

Posted In: Communication, News

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You Can’t Change a Behavior by Trying to Change a Behavior, by Sharon-Drew Morgen

Conscious Failing, by Sharon-Drew Morgen

Sales as a Spiritual Practice

Implementation is a How: the Why and What of Sales, System Dynamics, OD, and healthcare don’t help clients execute, by Sharon-Drew Morgen

Resolving Unconscious Bias: why training may not eliminate intolerance, by Sharon-Drew Morgen

Influencers vs. Facilitators: essay on enabling change congruently, by Sharon-Drew Morgen

Do You Know What A Question Is? No, really. Do you?, by Sharon-Drew Morgen

Why Change Seems So Hard: Essay on facilitating buy-in and avoiding resistance, by Sharon-Drew Morgen

Conclusion

Successful Fundraising: beyond persuasion, by Sharon-Drew Morgen