Questions: the new superpower, by Sharon-Drew Morgen

Alexa, Siri, Google, AI, and all programs that answer questions have mechanisms that determine the answers. If you’re like me, you largely assume they’re accurate, without knowing the reference material or checking further.

This sort of assumption is a normal reaction: in our daily lives we regularly pose questions to friends, colleagues, and clients about stuff we’re curious about, and receive responses we don’t check for accuracy or congruence.

But what is it, precisely, we’re assuming? I’d like to take a few moments and delve into the larger idea here: Have you ever wondered what a question actually is?

Conventionally, questions are posed to elicit a response, to gather data from a Responder, like “How many children do you have?” or “Why are you doing that?” Parents and spouses sometimes use questions to point out insufficiencies or annoyances, as in “Didn’t you notice the dishes haven’t been done?”

Sometimes we use them rhetorically to demand fairness in the world, like in “Why is this happening to me??” Sometimes questions are posed to elicit a specific response so the Asker can cause the Responder to admit something, like “Don’t you think there are better ways to do that?” Sometimes questions are deemed ‘closed’, like in, “What time is dinner?” Sometimes they’re ‘open’, like in, “What do you want to eat?”

But there is a unifying feature to all standard questions: they’re biased by the needs, words, and goals of the Asker. More specifically, questions:

• are posed according to the curiosity, goals, assumptions, and intent of the Asker;
• use words that limit responses to narrow interpretation;
• get interpreted uniquely, according to a Responder’s historic, unconscious, world views and mental models;
• potentially ignore more important and accurate information.

Of course, most of the time, conventional questions work just fine. How else could we find out how many acres there are at Machu Picchu, or which movie our spouse wants to see?

But I believe we are underutilizing questions. I believe it’s possible for questions to serve a higher purpose – to collect accurate data, of course, but also to help others discover their own answers and path to decision making and change.

What if it were possible to use questions to actually lead people through their unconscious discovery process to uncover their own best answers – without any bias from the Asker?

WHAT QUESTIONS DO

There’s a reason questions don’t necessarily unearth accurate data. Using words uniquely chosen to represent the needs and curiosity – the bias – of the Asker, standard questions extract only a portion of the available responses stored unconsciously in a Responder’s brain. Indeed, standard questions can end up being misunderstood or interpreted badly. There are several reasons for this.

1. 1. 1. Information: because information is elicited as per the requirements of the Asker, a Responder’s real answers may not be captured. The wording, the request, the topic, the intent, the underlying assumptions, and/or the vocabulary may unwittingly offend, confuse, or annoy causing partial or inaccurate responses.
      2. Listening: words and meaning are merely our brain’s interpretations of sound waves that enter our ears through our historic neural pathways, guaranteeing we assign meaning according to our unconscious biases and history. Obviously, we might miss the intent of the question entirely. I wrote an entire book on this (What? Did you really say what I think I heard?). Given these natural biases, it’s likely that what we think we’ve heard is some degree different from the Asker’s intent.

   

          Sample

3. Biased question formulation: Askers use words meant to elicit good data for a specific goal and outcome, but may not obtain the best, accurate, or truthful, responses. Sadly, it’s possible that higher quality answers could have been retrieved with a different wording or intent.

4. Restriction: questions restrict answers to the boundaries of the question. We cannot uncover data we never asked for, even if it’s available. We cannot elicit accurate data if the question is heard differently than intended.

Are you getting the point here? Questions have so many in-built biases, get translated as so mysteriously within a Responder’s brain, that it’s a miracle people communicate at all.

This is especially disturbing in coaching, healthcare, and leadership situations. Well-meaning professionals believe the ‘right’ question will uncover a truth from a Responder. Every coach and leader I’ve met deeply believes in their own knack – ‘intuition’ – for posing the ‘right’ question because they have a history of similar situations.

Yet we all have examples where these assumptions have proven false. Sometimes the Influencer doesn’t trust the Other to have the ‘right’ opinions or ideas; sometimes they pose questions that elicit incorrect data, or worded in a way that unwittingly creates resistance.

Sadly, when Responders share answers that prove unhelpful or inaccurate, Influencers blame them for being non-compliant. And worse, patients end up keeping bad habits, clients end up not making needed changes, buyers end up not getting what they need.

A NEW FORM OF QUESTION

As someone who has thought deeply, and written, about the physiology of change and the neurology of decision making for decades, I began pondering this conundrum in the 1980s. I wondered if questions could be posed with no bias, no ego, no personal needs for a particular solution – only the trust that Others had their own answers and merely had to discover them inside themselves.

What if healthcare professionals asked questions that triggered patients to positive, immediate habit change, or coaches knew the exact questions that enabled new habit formation and behavior generation? What if scientists and consultants could elicit the most accurate information? And imagine if it were possible for questions to help sellers and advertisers actually inspire action to generate Buyer Readiness.

What if a question could be worded in a specific way to act as a GPS to lead a Responder through a sequence in their brain to make it possible to discover the full set of criteria to make a decision from and a permanent change without resistance?

FACILITATIVE QUESTIONS

I’ve invented a new form of question that addresses the above problems. But before I introduce it I’d like you to consider your own willingness to do go beyond your habitual questioning patterns: What would you need to know or believe differently to be willing to add a new skill to your toolkit? Because the hardest bit is to change the mindset of the questioner.

To achieve more consistent, helpful, and permanent results, Askers must begin by changing their criteria from having answers to being facilitators and trust that the Other has their own answers and not assume they possessed the solutions.

I actually thought about this for 10 years as I tried to figure out how words could uncover exactly where in the brain answers reside. I eventually came up with a new form of question I labeled a Facilitative Question. With a goal of helping Others consciously enter their unconscious brains, they use

1. 1. • specific words, in a specific order to go to the most appropriate memory channel to enable discovery without resistance;
      • no bias from an Asker’s curiosity or need;
      • a very specific route to specific memory storage circuits that avoid sparking defense or resistance.

Facilitative Questions (FQs) help Responders uncover their own criteria, beliefs, and mental models to find their own unique answers within their existing neural circuitry – great for permanent behavior change and decision making. With these questions, prospective buyers can be led through change and buying stages; coaching clients can discover their own path to resistance-free change; doctors can elicit behavior change in patients rather than push to try to cause change; and advertisers can trigger interactive responses to normally one-sided push messages.

Conventional questions keep Responders in a very small, idiosyncratic, and personal response range. And while the Asker is most likely attempting to elicit a response, they are out of control. FQs actually define the parameters and give Askers real control.

USES

Here’s a few industries that could benefit from FQs.

1. 1. 1. Healthcare: Intake forms that create an interactive doc/patient experience from the start: What would you need to see from us to know we’re on your team and ready to serve you? [This FQ automatically creates a WE space between patient and provider.] Doctors could lead people to how they’d create new habits for health: What has stopped you from being able to exercise regularly until now? What would you need to know or believe differently to be able to add regular walking to your weekly schedule?
      2. Advertising, for an ad for a Porsche, for example: How would you know when it was time to buy yourself a luxury car? [This FQ makes the ad interactive and gives a reader time to reflect on personal change.]
      3. Sales: What has stopped you until now from resolving your issue using your own resources? [This FQ enables potential buyers to look at how they’ve gone about solving a problem on their own – necessary before realizing they can’t fix the problem themselves and might need to buy something.]
      4. Coaching: What would you need to see or believe differently to be willing to consider new choices in the places where your habitual choices are more limited? [This FQ gives clients an observer viewpoint, thus circumventing blame, to notice old habits/patterns, and limits viewing to the exact historic behaviors that may not be effective.]

These can be used in advertising and marketing campaigns; healthcare apps that sit on top of Behavior Mod apps and facilitate new habit formation; AI where apps or robots need to understand the route to change and decision making. I’ve been teaching it in sales with my Buying Facilitation® model for 40 years and companies such as DuPont teach how to use them with farmers; Senior Partners at KPMG use it with client consulting; Safelight Auto Glass uses it to compete against other distributors; and Kaiser Permanente uses it to engage seniors needed supplemental insurance, to name a few.

If anyone would like to learn the HOW of formulating Facilitative Questions, I developed a primer in a FQ learning accelerator. Or we can work together to develop or test a new initiative. Given how broadly my own clients have used these questions, I’m eager to work with folks who seek to truly serve their client base.

By enabling Others to discover their own unconscious path we not only help them find their own best answers but act as Servant Leaders to decision making.

1. 1. • What would you need to know or believe differently to be willing to add a new questioning technique to your already superb questioning skills?
      • How would you know that adding a new skill set would be worth the time/effort/cost to make you – and your clients – even more successful?

Should you wish to add the ability to use questions as a way to truly serve others, let me know.

______________

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 May 27th, 2024

Posted In: Communication

Influencers vs. Facilitators: essay on enabling change congruently

Many learning tools and programs provide tools for Influencers – coaches, sellers, negotiators, leaders, healthcare providers, managers, and consultants – to help Others make the changes they seek. Coaching programs teach how to recognize what the client is ‘really’ saying and offer the best techniques to help. Doctors offer reasons and rationale as to why patients need to change daily regimens. Negotiators seek the BATNA. But all tools have one thing in common: they assume that the Outsider can, and should, be the one leading the change.I believe we’re focusing on the wrong outcome. I believe that because of everyone’s unconscious, subjective, and normalized biases and identity-based beliefs, there is no way to know what’s going on in Another’s unconscious. In other words, it’s a risk for Influencers to be the arbiters of congruent change in Another.

Because the basis of decisions are beliefs, and often personal beliefs are unconscious, I believe to facilitate change we must take on a wholly different job: I suggest we facilitate others to their own change via their unconscious drivers to help them develop new, permanent behaviors.

Sample

I suggest we consider ourselves Facilitators – neutral navigators who enable Others to discover, and design, their own answers, their own unique brand of excellence. But we need an additional skill set and focus. Let me explain.

OUR SUBJECTIVITY IMPEDES SUCCESS

The problem with outside Influencers is twofold: our subjectivity causes potentially erroneous outcomes (1-4 below); the outside-in approach runs the risk of stripping clients of their own capability and self-leadership (5):

1. Both client and influencer listen through unconscious, subjective biases and mis-hear, mis-interpret, mis-represent, misunderstand, confuse, resist, and sabotage accordingly. That’s just a fact: our communication partners rarely fully or accurately understand what their communication partner intends.

When researching my book on this subject (see What? did you really say what I think I heard?)   I was quite shocked (and annoyed) to learn how little we correctly understand of what we hear regardless of our training, knowledge, intuition, attention, or intent.

Inadvertently, each end of a communication is mired in subjective listening biases and cannot – cannot- hear the Other without some element of partiality because our thoughts and ideas come from, and are restricted by, our historic brain pathways. In other words, we’re all naturally biased. And because of the way our brain interprets incoming words, we have no indication that what we think we’ve heard may be inaccurate. Net, net we end up not knowing what we’re missing and have no idea what we might have misunderstood or mistranslated.

I must admit I was quite annoyed to learn this, believing passionately in my ability to ‘really listen.’ Unfortunately, our brains don’t allow it. In his new book, The Undoing Project Michael Lewis says: “…the mind’s best trick…was to lead its owner to a feeling of certainty about inherently uncertain things.” (pg 42) “Confirmation bias is…insidious because you don’t even realize it’s happening” (pg 40). We actually, unwittingly, hear what we want to hear. And this, says Lewis, is especially true of Experts.

2. Because Influencers unwittingly pose biased questions according to what they think should be achieved, they may potentially miss information necessary to develop a strategy, or understand a full problem set. In other words, discovery and success might be restricted and biased by the Influencer’s judgment (‘intuition’ and ‘gut reaction’) and may overlook capturing data from clients with a different set of beliefs and biases.

3. Our status quo – the internal, unconscious, subjective place that holds the problem to be solved – is systemic: we will resist change unless the new matches the underlying beliefs that maintain it. Any proposed change – new ideas, advice, behaviors – needs buy-in from the system that created and maintains the problem we seek to fix (status quo) and areas that will be affected by the change.

When systems are asked to change without buy-in, they will resist or sabotage (regardless of the efficacy of the change) rather than be disrupted. And don’t be fooled: any change demands a reconfiguration of any number of seemingly unrelated internal issues.

4. Information, requests, facts, questions, potentially reroute our client toward our biased goals, potentially missing their own. Our advice, ideas, new activities, etc. become little more than a push against a system designed to maintain itself. And of course, it’s resisted.

5. We all recognize that only people can change themselves. And yet Influencers try to ‘understand’ or ‘manage change’ (i.e. conventional questions) based on their ‘intuition’, ‘gut’ feel, historic experiences, and behavioral approaches.

But this outside-in approach is successful only when the Other’s system shows up ready, willing, and able to shift. Instead, it’s possible to guide them through their own change.

WHAT ARE BEHAVIORS?

Behaviors are the action, and formal representation of, our Beliefs – our Beliefs in action, as it were: without reorganizing the intricate system of beliefs, history, and rules that have created the problem, any requested behavioral change runs the risk of being resisted. Having a dialogue based on need or problem-solving – all behavioral – cannot effect change without causing resistance.

But Behaviors will automatically change once the Beliefs change. As a very simplistic example, when I began seeing myself as a Healthy Person, I began going to the gym on a regular schedule, even though I hate it. If I had started out going to the gym because my coach suggested it was healthy, I would have stopped going because there was no buy-in. I’ve actually developed a How of Change™ model that teaches how to permanently change habits and behaviors from the underlying Beliefs.

Change comes from the unconscious, from neural circuits and 86 billion neurons that have stored our history, our ideas, our behaviors, since birth. Our brains actually consider behaviors as meaningless expressions of a set of neural calculations. And you can’t permanently change behaviors by trying to change behaviors.

WHAT’S OUR JOB

Facilitators can help Others make their own unconscious changes that are permanent, congruent and happily accepted. Let me respond to the original list above:

1. Let’s become Neutral Navigators and help Others get to their own route to change that avoids inadvertent, biased, subjective blocks.
2. Instead of posing biased questions or gathering data on our own assumptions let’s lead Others to where their answers are stored. I’ve developed a new form of question I call Facilitative Questions that direct the brain to the precise circuits to find them.
3. Since everyone’s status quo is self-maintaining, let’s enable the Other to discover why, how, and when to change. That way we avoid overlaying our subjective biases that might cause them to miss their real inflection point.
4. By waiting to offer ideas, suggestions, recommendations, and advice until the Other is ready, we’ll then be heard without resistance, and new will be accepted and bought into. It might not look like we imagined, but change will happen idiosyncratically, permanently, and congruently.
5. As Facilitators and Servant Leaders, we can enable congruent, permanent, effortless change, and people can be the designers of their own transformation.

I know that Influencers take pride in understanding another’s needs, but people can’t accept information that doesn’t match the way their unconscious system is set up to respond.

Let me suggest that no matter how good you are, your current skill sets only work on those who show up with beliefs, values, ideas, and change-capability similar to yours; those whose beliefs differ or cannot alter their unconscious drivers won’t achieve long-term success. This is where/how you lose clients, or your implementations fail. Let’s teach them how to recognize and recalibrate so any change they require can be congruent, adaptive, and excellent.

WHAT’S NEW?

Facilitators hold different beliefs than Influencers:

• People can only change themselves. A Facilitator’s job is not to understand or fix, but to enable Others to make their own unconscious, systemic, appropriate change. Otherwise we take away their power.
• It’s necessary to listen for systems – for the underlying metamessages – rather than for content which is subjective, incomplete and murky. So ixnay your curiosity-based, biased questions. Remember: conventional listening is wholly subjective.
• It’s important to enable Others to go down their own route to change – not yours. You’re just there to facilitate their excellence along the route of their own change process.
• You’ll need a new toolkit. If you aspire to facilitating real change, you’ve got to save your information gathering, or timelines, or any of the tools you’ve been using until toward the end of the exchange, once your client has discovered their belief-based, unconscious, drivers.

I’ve invented a new form of question (Facilitative Questions) that leads people through their brain circuitry to find their unconscious answers. These, along with listening for systems and assuming Other have their own answers, will go a long way to truly serving.

• I’ve developed a model that does this (Buying Facilitation®) that I’ve been teaching in the sales and coaching field for 35 years. Read some of the articles up on my blog www.sharon-drew.com.

HOW FACILITATION WORKS: CASE STUDY

Here’s a simple case study. I recently got a call from a coach friend Joe who works with companies to help their staff be ‘better’. Joe’s client Susan retained him to help Louis who, with a long history as a terrific employee, couldn’t seem to do his newly assigned job although he knew he’d be fired if he didn’t comply. She wanted Joe to coach Louis in an attempt to save his job.

After 3 months of working together, Joe had the same non-compliance problems with Louis – he’d promise to do something and then not do it – and before getting him fired he figured we’d talk to see if there was anything he missed. We agreed to do a role play, with him playing Louis. I asked that he take on Louis’s personality using the data he’d gleaned from their coaching, and use his best guesses as to how Louis would respond if I posed different questions than his. Here was our role play.

SDM – Hey Louis. Before we begin, I’d love to know how you feel about Susan assigning me to coach you without your consent. [Note to Influencers: having clients who are prisoners, who have not agreed to the process, sets up automatic resistance.]

LOUIS – Well, I would have loved to have chosen my own coach, but I’m aware Susan is unhappy with me, and I’d like to keep my job, so I’m happy to comply. I realize everyone wants to help me.

SDM – If you find you don’t like working with me let me know and we’ll find you someone you’re more comfortable with.

LOUIS – Thank you. I appreciate it.

SDM – So I hear that Susan asked you to take on some new tasks that you’ve agreed to but so far haven’t yet achieved successfully. [Presumptive Summary] And given your history of being an excellent employee, I’m sort of surprised. What would you need to know or believe differently to find it easier to do this new job or discovery clarity where you find yourself resistant? [Facilitative Question that avoids blame, confines the two ends of the possibility spectrum, points him specifically to where to seek the corresponding beliefs and unconscious drivers in his brain, begins to get him into his Witness place to see the situation from above without bias, and avoids judgment.]

LOUIS – I’d need to know what success would look like. I don’t feel any resistance – I’m happy to do it, but no one has shown me what it would look like if I was achieving success as well as I do in my current job. I was hired originally to do X because I do it well. Now they’re asking me to do stuff I can’t do as well. What if I fail? I’m not competent in this new job. They say it doesn’t matter for a while, but what does that mean? What if I take too long? Plus will the person taking over my current job do it as well as I do it?

SDM – It sounds like you’ve made promises to do the new job without understanding what doing them at your preferred level of excellence would look like, or what failure looks like. And I hear how important an excellent job performance is to you – especially your discomfort at leaving your current job to someone who might not do it well. And you certainly don’t know the expected timeline for you to be excellent. [Presumptive Summary.]

LOUIS – Right. I guess when I promised to do the new job I meant it. But I just realized I have no picture of what ‘good job’ looks like, or the time frame I’ve got to get good. [The problem is his lack of vision of excellence and fear of failure, not willingness.]

SDM – And it sounds to me like this is not a conversation you’ve had with Susan or I’m sure she would have happily complied. [Presumptive Summary] What has stopped you from telling Susan you’d need to better understand what ‘excellence’ looks like, her expectations for your learning curve, and how to leave your current job in good hands? Or even to ask for someone who now does the new job excellently to coach you through your daily activities? [Facilitative Questions mixed with summary statement and information he needs.]

LOUIS – If I ask her what a good job looks like and her expectations of my learning curve, tell her I’m afraid I won’t initially be as good at the new job as I am with my current job, and my need to have my current job handled well, we could set up stages of learning and timelines for me and I’d be comfortable moving forward and possibly failing.

This dialogue would have occurred as our first coaching session and might have only needed a quick follow up. Joe was surprised at the outcome, and the differences between our outside-in/inside-out approaches. He certainly was surprised at how much data he had unconsciously gleaned from Louis during his conversations but hadn’t known to use.

“I helped him ‘do’ what Susan wanted him to do, and never considered helping him figure out how to manage the problem his own way. The answers I found myself giving you were a surprise to me, even though I suspect they were pretty accurate.”

In his session, Joe had concentrated on finding out why Louis wasn’t compliant and creating timelines of activity – the doing – without helping Louis recognize and manage his own unconscious beliefs and drivers which biased his behaviors. But I didn’t need to know why or why not he didn’t do what he promised – it’s all subjective, and ultimately a guess. I enabled him to find the place where he made decisions to act/not act – the real problem – and then lead him through to his own action plan that he would obviously be congruent with.

Here’s the question: do you want to lead the change? Or enable the change to happen congruently? You’d need to trust that the best outcome would be achieved – most likely different from the one you envisage – and put aside your ego, your need to be The Problem Solver and professional tools for a bit. If you want to truly serve, help Others discover their own path.

Serving Others is an honor. Let’s use our position to enable Others to change in their own ways and be their own Teachers. They do indeed have their own answers if we can help them find where they are stored. We might think we have an answer for them, and sometimes we do. But that’s not the point. Let’s become Servant Leaders.

____________

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 November 20th, 2023

Posted In: Communication

Why Change Seems So Hard: Essay on facilitating buy-in and avoiding resistance

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.
• The change process unwittingly disrupts and harms people, relationships, and initiatives.
• 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 a new set of choices that cause the existing components to exhibit altered Behaviors while still maintaining balance. In other words, no change will occur unless the original system reorients itself in a way that incorporates and maintains its foundational and accepted norms.

In other words, 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 that 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 (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.

Buy-in and sequenced discovery ensures the core identity, Beliefs, and rules of the original system is maintained. 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 and Behaviors 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 relevant elements (those 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 use various types of manipulation to inspire change – while ignoring 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;
• 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 that happens the system will resist change (or buying, or learning, or eating healthy or or) regardless of the level of need or the efficacy of the solution. Indeed outside influencers actually cause resistance.

By 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. The current functioning, even when problematic, has been finely honed over time, waking up every day maintaining the Behaviors, rules, goals, etc. that created the problem to begin with. 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. I can’t say this enough: the system is sacrosanct, quite separate from whatever reasons an influencer uses to change it.
• 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.) Here’s a tip: when you start from inside, by changing the existing Beliefs, new behaviors will automatically accompany them.
• Avoid Risk. Unfortunately, it doesn’t work the other way ‘round: when we attempt to push a new Behavior into the system – 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 have two major drawbacks: they 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.

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.

BUY-IN: A REAL WORLD EXAMPLE

Joseph, a coaching client of mine, was a CMO in a small company (around 150 employees) that had a problem: He wanted to implement a new customer-service initiative but had just joined the company and was fearful of making waves. He initially wanted to design the project, issue edicts, and fire those who didn’t comply with the initiative. After casually speaking with a few people about it, he got huge resistance.

He called me in when he realized he had to choose between enforcing the Behaviors and outcomes he had in mind, or creating the structure and teaching the employees how to design their own process. I helped him build a creative structure for change, starting with Joseph listing his baseline criteria and then leading the team through to decisions that would:

1. Maintain the company’s integrity, professionalism, and level of service;
2. Design a mix between technology and human interaction;
3. Provide customers with better access to more data, have ease of use for any information they needed, and meet their needs more proactively;
4. Create award-winning service that would differentiate the company from all competitors and keep customers over time.

He called a meeting with the entire company – even groups that the change process wouldn’t necessarily touch – and told them that he was thinking about expanding the customer service operations. He asked everyone to take a few hours to discuss, think about, and brainstorm what it could look like if they had an unlimited budget (which they didn’t have, but it would eliminate the money piece from their brainstorming), and said he’d meet with them the next week to get their ideas.

He told them that this process was highly important, and he wanted it to be part of people’s daily discussions over the next week. He asked that each group have a spokesperson and historian to keep track of all ideas.

The next week, Joseph met with employees again and asked for their input. He captured the ideas by audio and put them up on an interactive website and told people to add their thoughts. He then sent them back in a link, asking folks to consider the ideas offered and generate even more.

At the next meeting, he asked workers to take all of the ideas now floating around and use them to brainstorm what the new initiative would look like, who might do what, what would have to change, and what the change would look like for those involved. He asked them to consider:

1. What jobs would change? What jobs would be added/subtracted – and what would happen with the people whose jobs might be affected?
2. What needed to stay the same internally, no matter what? And how could this be included in the new initiative?
3. What might be the possible fall-out from the staff and from customers?
4. What could get in the way of a successful change initiative?

Eventually, employees got into teams and developed solid implementation plans. Those folks who had to change jobs or had their work significantly restructured in a way that might cause resistance joined a management team and became part of the solution. And throughout the process, I listened carefully to hear points of discontinuity so we could stop and go through their internal examination of their steps to change.

Did Joseph get everything he wanted? Well, yes and no. The new organization ended up far exceeding anything he had conceived. It had more creativity and leadership. It also cost more than he realized (time and money) to put everything in place. But it elicited buy-in from everyone: there was no resistance because everyone had bought in to the idea and made it their own. And over a short amount of time, the change paid for itself.

This is only one method of facilitating change and avoiding resistance. I’ve developed a Change Facilitation model, used often in sales as Buying Facilitation®, that uses a unique skill set to enable core change. I’ve trained this to Senior Partners at recognized consulting firms, farmers in Iowa, tech people in Hong Kong, coaches in Kansas. It’s a generic model that influencers can use to elicit real change. I’m happy to discuss it with you. (Sharondrew@sharondrewmorgen.com).

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.

____________

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 October 30th, 2023

Posted In: Communication

I am a Victim of Chat GPT

A friend of mine looked up Buying Facilitation® on ChatGPT and sent me its response. It was frightening. The problems began immediately:

“Buying Facilitation. A sales model invented by Sharon-Drew Morgen”

Well, at least they spelled my name right. But they forgot the ®, the registered trademark, for starters – an important omission as the ® assures the accurate definition of the term. Without it, Buying Facilitation® gets lumped in with conventional sales thinking and the substantial differences are lost.

Buying Facilitation® is not a sales model, but a generic Change Facilitation model useful in Pre-Sales decision making. It’s quite different from sales and uses Facilitative Questions to lead would-be prospects through their internal (non-buying) change management factors before they self-identify as buyers. Calling it a sales model negates the definition and function of the process.

Sample

LOST IN TRANSLATION

The downside doesn’t end there. Being cited as a sales model will cause ChatGPT followers to miss the fundamental distinction between Buying Facilitation® and sales.

The succeeding pages were mesmerizing and heartbreaking. The, um, good news is that it accurately named terms I carefully created and coined over decades; the bad news is it misdefined them according to the biases inherent in conventional sales thinking.

Instead of having tools to facilitate Others through their 13 steps of change, to ChatGPT Buying Facilitation® becomes just another sales ploy; the very concept of facilitating the necessary change management process (before addressing ‘need’ or ‘solution placement’) gets lost in translation. Brutal.

The frightening part is that while the representation offered by ChatGPT sounds plausible, it nullifies my wholly original concepts and a lifetime of design and development, assuring the sales community won’t have additional skills to better understand a buying decision from the Buy Side.

BUT CAN I FIX IT?

Obviously, it’s not okay that ChatGPT is offering an erroneous interpretation of my work. But herein lie the rub that all of us will have to address: how to fix it.

Is there someone I can call to get this fixed? Nope. Can I get a techie to reprogram the program that created it? Nope. Can I link a note to whoever reads this? Provide accurate content? No, and no.

Is there anything I can do to represent my own invention accurately – an original idea that is already often misunderstood (What do you mean, ‘Pre-Sales Change Facilitation?’)? Again, no.

So, for those who only use ChatGPT as their resource, they’ll now – and forever – not have access to my ideas or a wholly new (and Servant Leader) way to sell. What to do? God knows. I don’t. But I’m sad and angry. And feeling very very helpless.

__________________

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 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 7th, 2023

Posted In: Communication