Listening skillsThere’s been an age-old argument in the communication field: who’s at fault if a misunderstanding occurs – the Speaker communicating badly, or the Listener misunderstanding? Let’s look at some facts:

1. Speaking is an act of translation: putting into words what’s going on internally for us (the unspoken feelings, needs, thoughts) to enable others to understand what we wish to share. But the act of choosing the words is largely unconscious and may not render an accurate representation to our Listener.

2. Listeners translate what they hear through a series of unconscious filters (biases, assumptions, triggers, habits, imperfect memory) formed over their lives by their:

  • world view
  • beliefs
  • similar situations
  • historic exchanges with the same speaker
  • biases on entering the conversation (like sellers listening exclusively for need).

To make things worse, sound enters our ears as electrical and chemical vibrations (Neuroscience calls words ‘puffs of air’) that go through rounds of filtering and discarding before being turned into signals in our brains and then get matched for translation with existing circuits that carry ‘similar-enough’ signals – a mechanical, electrical process between signals that we have no control over, and fraught with subjectivity. Then our brains In other words, whatever we think we hear is some unknown fraction of what was intended- a mechanical, electrical process between signals that we have no control over, and fraught with subjectivity.

Not only are we inadvertently listening subjectively but, because the brain discards unmatching signals without telling us, there’s no way of knowing what parts of what’s been said have been omitted or misconstrued.

So we might hear ABL when our communication partner said ABC! And because our brain only conveys ABL, we have no way to know it has discarded D, E, F, etc. and have no option but to believe what we thought we heard is accurate! No wonder we think others aren’t hearing us, or are misunderstanding us purposefully!

3. According to David Bellos in his excellent book Is That a Fish In Your Ear?, no sentence contains all of the information we need to translate it. And this, too, provides a great opportunity for our brains to make stuff up…without telling us.

For Listeners, this results in impediments to hearing others accurately: even when we want to, even when we’re employing Active Listening, or taking notes, the odds are bad that we will accurately understand what our communication partner intends to tell us and instead hear a message we’ve unintentionally misinterpreted. The studies I’ve read vary between a 10-35% accuracy rate.

From the Speaker’s standpoint, they attempt to use the best languaging for our communication partner and wrongly assume they will be understood.

WHY WE CAN’T UNDERSTAND EACH OTHER

Since communication involves a bewildering set of conscious and unconscious choices, and so much activity is going on automatically in our brains, sharing mutually understood messages becomes dependent upon each communication partner mitigating bias and disengaging from assumptions – taking responsibility in different ways.

While researching my book What? Did you really say what I think I heard?  I realized that the responsibility for effective communication seems to be weighted in the court of the Speaker.

Sample

But given that Listeners are at the effect of their unconscious brains regardless of how carefully a Speaker chooses their words, what must Speakers do to be understood accurately?

It’s an interesting problem: because the Listener has no way of knowing what’s been mistranslated, the Speaker is the one who must investigate by asking:

“Can you please tell me what you heard so I can say it better in case there’s a misinterpretation? It seems to me you might have misunderstood and I want our communication to be accurate.”

That way you can keep a conversation on track and not assume the person just isn’t listening.

And If, as a Listener, you want to make sure you heard and responded accurately, ask:

“I’d like to make sure I heard you accurately. Do you mind telling me exactly what you just heard me say so I can make sure we’re on the same page going forward?”

Using these tactics, there’s a good chance all communication partners will go forward from the same understanding.

Here are the questions we must answer for ourselves in any communication: As Listeners, how can we know if we’re translating accurately? Is it possible to avoid bias? As Speakers, are we using our best language choices?

As you can see above, the odds of communication partners accurately understanding the full extent of intended meaning in conversation is unlikely. The best we can do is figure out together how to manage the communication.

__________________________________________

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 makingthe 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.

April 14th, 2025

Posted In: Listening, News

311 Comments

Are you seeking funding for a truly unique solution and it’s not getting the attention it deserves? Do you have a great solution you’ve created great content for and it’s still not closing as many sales as it deserves to? Do you have an idea that will correct long-held problems, but no one wants to hear it?

You know your solution is terrific and your pitch (deck) is creative, professional, and represents exactly what you want to say.You know your idea is important and sorely needed and your case study is on target and proves your conclusion. And yet. People aren’t buying; funders aren’t funding; people have no interest in adopting your idea. What’s the problem?

The problem is that information – regardless how necessary, relevant, or inspirational – doesn’t necessarily convince or cause action. Let me explain.

INFORMATION AND DECISION MAKING

As a culture, we tend to believe that content is a necessary part of decision making. This is true…but only marginally: people need content after they’ve already determined if, when, how, and why they would consider doing something different.

Here’s an example. Let’s say you need to purchase new software. Your team has theoretically agreed to make a change, but want to understand the risks: the amount of resource needed to maintain the new, the ‘cost’ (downtime, familiarity of use, etc.) of integrating the old with the new, or how jobs and daily work routines will be affected. Until they’re ok with the risks, they won’t make the purchase.

Ultimately change is a risk issue: the cost – the resource, the output – involved in doing something different must be less than the cost of  maintaining the status quo; otherwise the risk of disrupting what works is too high. And until the risks are known, marketing information is irrelevant, and pitching, lecturing, graphics, storytelling and proof will be ignored, regardless of the efficacy of, or need for, the new ideas.

Unfortunately, most startups/scaleups seek funding on what they perceive to be the strength of their content and overlook the private risks, values-based criteria, and prior relationships, that funders must address. Professors, coaches, and leaders want their ideas to be heard, but often they end up being disregarded because the old ideas are normalized and imbedded into standard practice. [Watch my video on a new training model that works with the brain first before offering content resistance.]

The acceptance, the funding, the recognition you deserve  won’t be acted upon because of the strength of your content; unless folks understand their risk of changing what they’ve got in place – the relationships, promises, beliefs, habits – they will hear you with biased ears.

Sample

CONTENT DOESN’T PERSUADE

We spend large sums of money to generate content for marketing, ads, sites, pitch decks, graphics, training, and outreach. But it only works when it works… and even then we don’t know how or when or why. A sales pitch closes 5%; Behavior Modification has a 3% success rate even though folks really want to change bad habits; doctors, coaches, leaders, and parents provide important details for change, and it falls on deaf ears.

The problem is how, when, why we share information. Pitching and content sharing assume that, if presented properly, good ideas and solutions will be accepted. But there’s no way to track, discover, expand, or connect with the unconscious decision-making criteria of the audience.

I recently got a call from a Venture Capitalist who’d been referred to me by an internationally famous change agent. He said he invests in Behavior Modification apps for weight loss and habit change, admitting that they were only 3% successful and the folks who purchased his apps would probably fail. Could I develop a change facilitation model that would really work? I knew he wasn’t familiar with my innovative ideas, so before pitching I asked:

SD: How would you know that my brain-change models would offer value?
DH: If you’ve been published in “Science.”

And there’s the crux of the problem. Yes, I’m an original thinker with bestselling books and proven models. And I was referred to him by the best. But I don’t have a PhD, causing science journals to reject my work. Our conversation was over. My great content, referrals, and accolades – even his own failure rate!… were useless because I failed to meet his criteria based on his idiosyncratic beliefs.

OUR BRAIN IS THE PROBLEM

It’s only when

  • we recognize it’s time to make a change,
  • the status quo isn’t working,
  • there’s no familiar workaround to fix the problem,
  • our core beliefs are in agreement,
  • the risk of change is understood and planned for

that content is sought. Indeed, several industries fail because of their over-reliance on content:

The sales model assumes that content – pitching, marketing, advertising – causes sales. Although using the sales model alone (see my Buying Facilitation® Pre-Sales change management model) merely closes 5% – a whopping 95% fail rate! – sales continues to push content as a purchase motivator, blaming the ‘stupid buyers’ for the problem.

Healthcare pushes habit change and fails 97% of the time.

Trainers and coaches push new ideas and come up against resistance 80% of the time.

Leaders push initiatives and fail to generate lasting change 95% of the time, and managing resistance in the process.

Climate Tech startups and scaleups have been depending upon pitch decks to explain the value of their solutions, believing that a compelling story will raise funds. But given the range of new solutions entering the market, it’s necessary to address a funder’s possibly unconscious beliefs.

You see, decision making depends on our brain:

  • Our brain may not decipher intended meaning. Because of the way sound vibrations enter ears and get dispatched for translation, we only translate incoming content according to the brain circuits we already possess (causing our biases). Our brain may not interpret new information properly and actually mistranslate or misunderstand, regardless of the relevance or presentation style of the data. I wrote a book on this (WHAT? Did you really say what I think I heard?).
  • Everything we do is systemic. We’re each a unique system of rules and roles, history and hopes, values and beliefs. Decisions get made systemically and systems fight hard to maintain themselves. When one bit of the system is being asked to change without buy-in from the rest of the system, we get (you know this!) resistance and failure.
  • Everything we do and say arises from our brains. Without our neural circuits prompting action, no decisions occur. And unless the risk of change is known and each relevant element of the failed system is managed, the brain won’t know how to make use of content as it will be too busy defending its system.
  • Change, decisions, actions, arise from our baseline beliefs. Indeed, behaviors are beliefs in action. If any of the content elements you’re offering goes against the Other’s system or beliefs it will be rejected, mistranslated, or ignored, regardless of its intention or relevance.

Our devotion to content is costing us lost sales, shortened lifespans, and failed relationships.

WHAT DO WE DO INSTEAD?

I suggest we begin by helping Others figure out their own criteria and then offer the content that fits.

  • How does your audience know when it’s time to make a change? How do they recognize incongruences that are costing them failure and possibility? (Hint: unless an incongruence is noticed, the brain will fight change.)
  • How would they know that you would be a successful leader? A good steward for a start up in your industry?
  • What would investors need to consider to believe a new solution would be relevant and successful?

This tactic would not only begin a collaborative dialogue before you present your content, it would cause an interaction that would promote a real relationship. Plus, once you’ve brought the unconscious beliefs to the surface, you’ll have a pathway to discuss how they might be ameliorated if a problem emerges. My clients create pitches and pitch decks that match unique beliefs and considerations, showing only those that apply.

For those wishing to learn how to formulate your specific upfront questions, I’d be happy to discuss them. In the meantime, go to www.sharon-drew.com and do a search for ‘questions’ and read my articles on the specific topic.

________________________________

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 makingthe 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.

April 7th, 2025

Posted In: News

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Did you ever wonder what happens behind the scenes with prospects after you’ve made a connection, given a great pitch, or delivered an engaging presentation? Why they don’t return your calls or call with an order?

The silence has nothing to do with your solution.

Indeed, after you’ve pitched, the prospects return to the team to share your ideas. Some might like it, some don’t. Some want a different solution, some discuss a new workaround to try. Some might think it’s not time.

Most likely, the full decision team hasn’t interacted with you, and you’ve got no control of how you were interpreted, what was said, or to whom. Most likely, the prospects do nothing because the risk of disturbing what’s working is too great.

You’ve engaged with them to place your solution. They’ve engaged with you to discover if there’s a way they can resolve their problem with minimal disruption. Two different agendas, two sets of needs with conflicting objectives.

Selling and buying are two different things.One aims to place a solution, the other is merely trying to figure out how to solve a problem with minimal risk and disruption, but can’t take action until they’ve gotten buy-in for change and they’re just not ready to buy.

  Sample

THE CART BEFORE THE HORSE

Unfortunately for sellers, the sales model provides no control over what buyers are doing. Before making any kind of a decision, they have change/risk management work to do: they must first get all the right stakeholders involved, try workarounds to attempt to resolve the issue on their own, and ultimately must understand the ‘cost’ of doing something different – the risk that bringing in an external solution might cause unintended disruption.

In other words, there are several steps they must take on route to a buying decision that are idiosyncratic and beyond the scope of sales.

Until now, the Buy Side Buying Decision Path hasn’t been a focus of sales, although by ignoring it sellers close a fraction of the prospects they could be closing.

But by

  • putting a Facilitation hat on to first lead folks through discovering their change criteria before product focus,
  • using a ‘change’ focus instead of a ‘need’ focus,
  • adding Buying Facilitation® to the front end of selling,

it’s not only possible to find high-probability prospects on the first call, but help them figure out their Pre-Sales decisions quickly so they are ready to buy and choose you as their trusted advisors.

When sellers start off with a goal to sell a solution (and ‘gathering information’ poses biased questions that neither help people navigate their change decisions nor give you good data) you’re a solution looking for a problem and get lucky when you find a match.

Those who haven’t yet gotten a full understanding of how to go about resolving their problems – they’re not finished seeking a workaround, or haven’t yet understood the risk of change and will become buyers once they know their risks and get buy in – aren’t ready to hear about your solution. In fact, until they’ve done all this, they can’t even accurately define their need.

In other words, only folks who have done all their change work will have interest in what you’re selling, narrowing the buyer pool to only those who seek THAT solution at THAT moment, those who have already

  • understood exactly what something New should do that they can’t do for themselves;
  • assembled the full set of stakeholders who have already agreed and bought-into doing something different;
  • tried several workarounds that don’t work out;
  • recognized the ‘cost’ of bringing in something new;
  • have figured out how to manage any change with the least disruption.

Buying occurs only after a prospect has managed change and has buy-in for the risk of bringing in something new. And unfortunately, selling doesn’t cause buying. A new skill set is necessary to facilitate a buying decision.

BUYERS BUY IF THE ‘COST’ OF CHANGE IS LESS THAN MAINTAINING THE STATUS QUO

This is important to know about the Buy Side. People don’t want to buy anything, merely solve a problem with the least ‘cost’ to their system. Sometimes they sound like they have a need but are merely in their research phase; sometimes they are seeking workarounds when they connect with you and are comparing alternatives; sometimes they take an appointment to learn more from you so they can develop their own solution; sometimes they want to bring back new ideas to the team.

When you’re speaking with someone who seems like a ‘prospect’, they might have a need. But until they understand and address the full set of internal issues involved with solving their problem, they can’t fully define the best route to a fix.

Until or unless people know the ‘cost’ – the risk – of making a change, they don’t self-identify as buyers: if the risk of bringing in something new is higher than the ‘cost’ of maintaining the status quo, they won’t buy, regardless of the problem or the efficacy of your solution.

Indeed, the status quo has been good-enough for some time. One more thing. Before people are buyers, they must be absolutely certain they can’t fix the problem themselves. They must do this with you or without you. And the sales model won’t accomplish this. It’s the reason you’re only closing 5% – the low hanging fruit.

SELLING IS TACTICAL, BUYING IS STRATEGIC

A purchase is systemic and strategic – a change management issue before it’s a solution choice issue. Sales is tactical, solution-placement driven, and doesn’t address the complexities and criteria of the hidden buying environment or their specific buying patterns.

I got a cold call once in which the salesman began by telling me he had a great way for me to save money on a phone provider

SD: But saving money isn’t one of my buying criteria!

Rep: Well, it should be. [Wait, he’s telling me I should buy using his selling criteria?]

SD: Great. Then you buy it.

Until people (would-be buyers, but not yet self-identified) know the rules, roles, and relationships they must maintain, the specifics of your solution are moot. When you’re pitching before people have all their ducks in row, they can’t even hear the details you proudly offer as they haven’t yet defined their needs or risks, nor are they absolutely certain they can’t fix the problem themselves.

You’ve got nothing to sell if they have nothing to buy, regardless of the need or the efficacy of your solution. And unfortunately, because their internal considerations are so idiosyncratic, you can’t ever understand them. But you can know the areas they must handle so you can facilitate them through their uncertainty.

WHAT BUYERS MUST KNOW

Here is a list of what folks must figure out before they can buy anything. And the time it takes them to do this is the length of the sales cycle. Indeed, they can’t define what they need until this is completed:

  • Stakeholders: Have all stakeholders who have been part of maintaining the status quo been assembled? Have those who will be part of the solution been included and driving the initiative? Have they reached agreement on the specific modifications needed? Do they know, and have agreed to, their roles within the processes of the New? Are they aware how their responsibilities will change? Is there supervision or leadership in place to facilitate them through change? Do they all – all – believe the New will maintain the team’s values and goals and offer more efficiency? Have the stakeholders had a say in any transition and had their voices and ideas added?
  • Workarounds: Have all possible workarounds been tried so it’s obvious to everyone something New is necessary?
  • Users: Have the users asked for this and have a say in the specifics they need? If not, how will management help them buy-in to using something they didn’t ask for or won’t do what they want it to do? Will they need training for the New? Will their habituated use behaviors need to change? How will the adoption of the New affect their workload or jobs? Have they agreed to a learning curve and to less-than-optimal output when they won’t be so efficient?
  • Old vs New: How will something New fit with the old? Must the old be removed or is a ‘both/and’ possible? Must the old be retrofitted to work with the New? How? Who will do this?How many of the old practices are needed to maintain work flow? What’s a plausible time frame on this?
  • Implementation: Does everyone understand the downsides – the labor, costs, time, output issues – of the New and how to mitigate them? Are all – all – on board with New procedures and willing to take on the new activities without resistance? Who is responsible for managing the overall implementation and downsides?
  • Creativity: Does the team have the opportunity to add ideas? Will they be able to add what they need so they’re part of the solution and won’t resist?
  • Brand: Will the New change the brand and require different kinds of marketing? Will the new potentially change the finances? The audience? Is it worth it? How will they know before they try?

No one buys anything unless workarounds have been tried, research has been done, possibilities are discussed, options are considered, and stakeholders have bought into, and added to, the process of change. In other words, before they become buyers, people must go through a change management process and are able to manage the cost of change.

Because sales focuses on ‘need’ and placing solutions, it only closes those at the tail end of their change management process and expends far too much resource trying to drive a decision with folks who aren’t yet real buyers.

Why not begin selling by seeking those going through the change process at that moment and help them facilitate the change first then leading them through their systemic decisions and selling to those who are ready? It will take far less time, and if you’re like the large numbers of sales reps I’ve trained globally, you’ll close 40% instead of 5%.

DO YOU WANT TO SELL? OR HAVE SOMEONE BUY?

Selling and buying are two different activities. Start on the buy side, discover those who WILL be buyers and then facilitate buying. Then you can sell because they’re ready to buy. By then you’re on the Buying Decision Team, can target your pitches and presentations, be a real trusted advisor, and your price discussions will be minimal. You will also have saved a lot of time, closed a lot more sales, and have real relationships.

For those of you wanting to learn how to do this, I invented a model called Buying Facilitation® that uses the 13 steps all people go through on route to buying. It involves a wholly different facilitation skill set: Facilitative Questions, Presumptive Summaries, and Systems Listening. I suggest you visit www.sharon-drew.com and read the articles I put up on change, buying, and decision making. And if you’re committed to helping buyers buy, read Dirty Little Secrets: why buyers can’t buy and sellers can’t sell. Or just contact me. www.sharondrewmorgen.com

_________________________________

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 makingthe 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.

March 24th, 2025

Posted In: News

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

  1. is earmarked for something/someone else;
  2. needs stakeholder buy-in;
  3. 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:

  1. 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;
  2. 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;
  3. 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.

____________

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 makingthe 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. 

March 17th, 2025

Posted In: Communication, News

Change management is one of those core competencies that seems to mean different things to different people. Whatever the methods used, however, the process of achieving change is fraught with problems: resistance; failure of user or leadership buy-in; time delays.

Currently many projects are defined, level-set and lead by ‘leaders’ who don’t touch the problem daily, can’t know the full set of problem specifics, and whose jobs will be least disturbed by the new solution. Unless

  • the risk of the proposed change is understood and agreed to;
  • the lion’s share of the data gathering and goal setting includes the full system that created and maintains the problem, and
  • those who execute the new have a real voice in helping set the goal and create the change,

challenges will arise. After all, problems arise – and must be resolved – within a system. When the full set of systems issues aren’t represented, goals can’t be established with accuracy, risk can’t be managed early, and disruption eventually shows up as resistance, time delays, and lack of buy-in.

Too often, a change in behaviors is a goal. But since behaviors are merely the outputs of a system – manifestations of the system in action – trying to change a behavior by merely trying to change a behavior leads to a disruption and Systems Incongruence.

THE CAUSE OF CHANGE MANAGEMENT PROBLEMS

Change must emerge from the systems that generated the problem being resolved:

  • data collection must come from a wide swath of job descriptions;
  • any potential risk of change must be understood and plans to manage it must be considered;
  • the unconscious, personal, and values-based issues and risks people must resolve internally must be known and included.

Unfortunately, risks aren’t often taken into account during change management projects. And when only parts of a system (i.e. behaviors) are included in a change initiative, the system thinks it’s at risk and resists. Resistance is merely a signal, a system’s response being pushed, causing these challenges:

1. Problem definition: Too often only chosen ‘leaders’ define the problem and set the goals without gathering the full problem description from those who work with it daily. That means the solution will be skewered by the assumptions of those without first-hand involvement and the proposed solution may not address the full problem set. It goes without saying that if problems arise, those on the front line won’t ‘own’ it when it goes wrong.

I had a persistent cable issue. To fix it, Xfinity sent out 8 techs over the course of 5 months. Each stayed exactly 20 minutes. The problem never got resolved until the last tech, Tom stayed as long it took to fix it. But he admitted he feared losing his job as corporate regs allowed only 20 minutes per house. Tom said he and several other field techs had tried to explain the field issues to leadership but they wouldn’t take feedback from the service techs.

Net-net, Tom resolved the problem permanently in 40 minutes. Let’s do the math: 8 people at 20 minutes each = 160 minutes, instead of 40 minutes for one person. Xfinity spent an additional hour, squandering the time of 7 extra people, including their travel time, salaries and expenses. And I’m one customer. Multiply this waste by millions. How much money, time, resource, and reputation are they wasting by putting time (such as it was) before people?
2. Front-line users overlooked at project start: Without immediately involving the people with the most knowledge (details and nuances) and who would be most impacted by the new solution, it’s impossible to

      • set a goal,
      • gather the full set of facts to define the problem,
      • understand the possible risks to the project or long-term operations,
      • generate efficient buy-in or willingness to take responsibility to own a problem as underlying values might be compromised,
      • avoid resistance and time delays,
      • develop a full range of ideas and choices for resolution.

In other words, when the full stakeholder group isn’t involved before goals or strategy is set they resist.

I recently got a call from one of the leaders of the Business Process Management field. He wanted to learn my 13 Steps of Change model as an antidote to the resistance, time delays, and lack of buy-in that has plagued the field for decades. When he showed me their working model I noticed that front-line workers weren’t brought into a process until Step 6! Why so late? “Leaders know enough about the issues to set the goals and expectations. We give these folks a say when we tell them what we expect.” But by then the overall solution had been established and the resistance and time delays were already rearing their heads! “It would take too much time to gather information and get buy-in from everyone! Far more efficient for the leaders to do it themselves. They know the problems well-enough.”
3. Risks unknown: Until the risks of change (ego issues, job skills, time to learn, habit changes etc.) are understood and accepted by those who face altered jobs, the people needed to perform the new solution will resist. Until the ‘cost’ of the risk of change is agreed with, the risk of disruption is too high. The risk of change must be less than the risk of staying the same or the status quo will prevail.

4. Assumptions: Because leaders assume that followers will adopt new behaviors that have a ‘rational’ explanation; because Listeners can only fully understand 35% of what’s been said; everyone assumes followers will automatically buy-in to change. This leads to misunderstanding and guesswork, not to mention time delays and lack of buy-in.

It’s possible to avoid these issues with a different approach and mindset.

Sample

CHANGE FACILITATION

In 1983 I started up a tech company in London, long before technology was ubiquitous, long before any of us knew the optimal environment for tech startups. Coming from a sales background I had no knowledge of running a company, merely a belief that if I served both employees and customers with integrity in an environment of trust, kindness, collaboration, and creativity, we’d be successful. But I had no idea how to achieve it.

I did understand, however, that any changes we were to make had to represent the values of the company and arise from everyone who touched the problem and solution. I did a lot of trial and error – lots of error! – and eventually developed a 13 Step Change Facilitation model that assured full team collaboration and avoided resistance in order to:

  • understand the as much of the risk of change as possible;
  • gather most of the complete data set the start to set a goal that fully matched the problem set;;
  • include everyone’s feedback, ideas, and needs in the goal;
  • work as a collaborative unit throughout the length of the initiative as we trialed and re-trialed possibilities;
  • avoid time delays and resistance, and minimizes risk;
  • inspire ownership so we all took responsibility when a problem showed up;
  • make changes easily with everyone’s buy-in so the end product was creative, useful, and easy to modify when necessary.

Our change initiatives and problem solving made us stronger as a team. Together we became a $5,000,000 company in just under 4 years – with no computers, no email, no internet, no websites, no LinkedIn, no brand reputation, and no social media.

13 STEPS OF CHANGE

Here’s a list of the 13 Steps of Change that unpack the route to behavior change in a way that ensures the full system is included in planning for change:

1. Idea stage. Someone has an idea that something needs to change and begins discussing the idea with colleagues.

2. Assembly stage. To understand the full fact pattern involved, the originator assembles a meeting of those who have hands on the problem, as well as other leaders, colleagues and those who will touch the final solution so they’ll buy in and take ownership of the eventual change design. All discuss their knowledge of the issues and problems, consider who to else to include to understand the full fact pattern, brainstorm ideas for possible fixes and the risks/fallout of each. All discuss the values, beliefs, and criteria that must be addressed for change to be congruent with the identity of the system. Small groups are formed to research ways to fix the problem with known resources.

3. Consideration stage. Full group (or representatives if a large project) meets to discuss research findings. Do any of them match the group criteria? Can the group fix the problem themselves or must an external be brought in? Discuss the type of fallout/risks from each.

4. Organization stage. A goal is tentatively trialed, with the understanding that unknown issues might crop up and need to be included. All must agree on the initial path and the criteria for change or offer alternate suggestions before going forward.

5. Change Management Risk stage. Using the research there’s a meeting to determine

a. if more research is necessary (and who will do it),

b. if all appropriate people are involved (and who else to include),

c. if all elements of the problem and solution have been included (and what to add),

d. the level of potential disruption and risk to jobs (and how to handle each),

e. possible workarounds or alternatives.

f. if the criteria established is systemic and agreed to by all.

Determine what might be missing. Each subgroup must submit a report explaining the tasks and specific risks of each of the above.

6. Addition stage. Add new ideas and findings including the needs of new members. Discuss upsides and downsides of each possible choice and the risks involved for people, policies, job descriptions, finances, and politics. Whatever gets added now must be approved by all and fit into the agreed-upon criteria. Any resistance must be addressed here. Subgroups now own a specific portion of the solution. A final goal is set.

7. Research and change stage. To match the goal members research their assigned part of the solution including

* online research—webinars, etc.,

* possible vendors and external solutions,

* risks from their portion of the solution, to include management, policies, job descriptions, implementation, technology, HR issues, etc.

and prepare a report to share with group.

8. Consensus stage. Meeting to share research findings. Again, discuss the risks of each possible solution. Now that details are available, vote whether to fix the problem themselves, go ‘outside’ for a solution, or decide to maintain the status quo if the ‘cost’, the risks, of the change are too high (massive reorg needed, people would be let go, etc.).

9. Choice stage. Once it’s decided to go either ‘outside’ for a solution (make a purchase, hire a consultant), fix the problem inhouse, or keep the status quo, action responsibilities are assigned to manage and mitigate risk: write and share a report that states the

* tasks/jobs that will change and resultant fallout;

* templates to manage and maintain outcomes;

* providers/products/solutions;

path to actions, choices, job descriptions, necessary rule changes, risk mitigation, etc.

10. Transformation begins. All that has been agreed upon gets put into action. Permanent leaders are assigned in each subgroup to delegate how the implementation proceeds. Activity plans and schedules are aligned between groups. A subgroup is formed to oversee, test, and follow up the activities and report back to main group.

11. Vendor/solution selection. If going outside for a solution, vendors are contacted and interviewed or solutions trialed. For internal fixes, job description changes, new rules/norms, new reporting finalized. Each choice must match the team’s criteria; the risks of the solution must be noted. Have a plan to incorporate change management issues and risk possibilities and share with the vendor.

12. New solution chosen. Review data from application trials and vendor interviews. Choose solution or vendor. Everyone agrees. Plans of change must be approved by each stakeholder involved.

13. New solution implemented.

How different is this from what you’re currently doing? What would stop you from adding any elements you’ve missed? Until or unless everyone who touches a problem is part of the solution, costly problems will show up. If you’re in need of an external consultant to facilitate your change process, please call me. I’d love to help: sharondrew@sharondrewmorgen.com

________________________

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 makingthe 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.

March 10th, 2025

Posted In: News

Remember the intake form you were asked to complete at a new doctor’s office? Questions like Do you smoke? How often do you exercise? Transactional queries that gather data but inspire no self-reflection; queries asked of everyone, regardless of needs; indifferent questions devoid of care or concern. Mechanical. Transactional.

But imagine if the first question was:
We are committed to serving you to facilitate you in reaching your optimal health. What would you need to see from us to make sure we provide the type of care you deserve?

This not only tells you you’re going to be taken care of, but causes you consider your goals. You automatically trust this group; you feel safe and cared for even before you meet the healthcare provider. Collaborative. Inclusive. Relational.

I believe a relational approach enables a collaboration in which WE, together, offer ideas that generate outcomes that work for everyone and inspires loyalty and creativity.

While there are arguments to be made for each, I personally find the relational approach more effective, kinder, ethical, successful and more profitable. For those of you who are considering transitioning to a more people-centric style, I’ve got a few ideas. But let me start with personal examples.

HOME DEPOT SUCKS

I recently had to make several home-improvement purchases. Home Depot and Lowe’s are my local choices. Having had negative experiences with Home Depot before, I decided to call them first to see if they might have changed. My first interaction was with the blasted answering ‘voice’ that kept offering me options they wanted me to choose from but I didn’t want. I ended up screaming at ‘him’ as he wasn’t hearing what I needed (Surely, if you’re going to have a machine pick up the phone make it easy for me!). I finally hung up, called back and said ‘Screen Door’ on the 4th question although ‘he’ kept trying to get a more specific response (I didn’t have one! That’s why I was calling!). Finally the machine said they’d connect me. I was kept on hold for 10 minutes and finally hung up. I had wasted 20 minutes, become frustrated, and never got what I wanted. I guess they didn’t want my business.

When I called Lowe’s, I got a lovely voice message: “How can I help you today?” When I said I wanted information, it said “Sure. Let me find someone to help you!” A difference already: I felt heard (even by a machine!). When the phone didn’t pick up after just a few unanswered rings I got a message that said, “Sorry for the delay. We’re trying to find someone to help you.” I was connected shortly after that. A woman answered (a real person!): “Hi. This is customer service. I’m Susan. How can I help?” then heard my issues and said, “I’m going to put you through to Amanda. She’s my best person and she’ll take good care of you. Otherwise, call me back. I want to make it work for you.” Ah. When I later told my contractor I’d prefer buying from Lowe’s he said: “I was going to ask you if you minded that I use them! They’re great. I hate Home Depot. They don’t care about people.” I wonder how much business Home Depot loses because of their transactional practices.

Home Depot made me into a transaction, a faceless number whose needs had to fit into their assumptions. Lowe’s’ people-centric structure – even their automatic messaging – treated me with respect. So simple to make a customer feel like they matter.

Let’s look at the differences within companies.

TRANSACTIONAL STRUCTURE

Working with a large global client recently we discovered two teams solving the same complex problem separately. One hired a consultant to fix the problem; the other took team members off an important project. I suspect they’ll end up with different outcomes and costs, not to mention put disparate systems into the corporation that other departments would have to manage. What’s the cost of the duplication? And what’s the cost of the differences in solutions over time? Hard to be successful when the left hand doesn’t know what the right hand is doing.

Here’s another sad story. A friend of mine was on Google’s leadership team. He returned from his vacation to find his entire team (75 people) had been redeployed, and he was put on a wholly different project. He was furious: what happened to all the work he and his team were creating? Why wasn’t he given notice so he could prepare his folks and tie up loose ends of the long-term project they’d been working on? What was he to do with the calls from old team members, angry and confused as to why the group was disbanded? Transactional. The DOing first at all costs. Literally. Oh. And my friend quit. A smart 10-year veteran who created many of the search apps we all use.

Transactional environments are uncompromising: people quickly learn to make no decisions that go outside the lines, then procrastinate when given a deadline due to leadership’s habit of shifting requirements without warning, oblivious to people’s time or workload.

Transactional management too often sees people as disposable ‘things’, merely cogs in a wheel. It leads to

  • a decrease in creativity and problem ownership
  • inefficiency
  • increased cost
  • lost business
  • reduced creativity
  • minimal cooperation, collaboration, or company-wide coherence
  • decreased customer loyalty
  • decreased employee loyalty.

With cost, revenue, and time as the criteria, people are left out. Motivation is by rewards and punishment; management controls output via numbers. People aren’t invited to share their creativity and ideas as they’re not part of a solution except as operatives. Yet these same people are responsible for carrying the burden of the errors made by leadership. Customers end up fighting for services that prove unsuccessful or incomplete; service reps are not available when customers need help; customers end up leaving and buying from the relational competitors. There’s no win here.

Thirty years ago I was doing Buying Facilitation® training at Bethlehem Steel. And I know that was a long time ago and Beth Steel is out of business, but this story is worth telling.

There was obviously something wrong:  the participants were tired, complaining, inattentive. I stopped the class to find out what was going on.  Seems they’d been given two months to move house and family, two months to sell their homes and buy new ones (no Zillow or Google then to do research), get their kids enrolled in new schools, arrange for pets, pack up their lives, and move. With so little time, the Reps moved on their own. They bought houses with no family approval; they traveled back and forth for months to help get their houses sold, pack up and move, see their families. They were angry: lots of sick time, breakdowns, lateness. Few quotas were met. One man actually became physiologically blind. Four months in and many still lived on their own or had left behind teenagers with neighbors to complete their school year.

I finally told my client he had to meet with the team, listen to their needs and anger, and apologize. My client at first resisted: “But I gave them $5,000 to move! What’s their problem!?” Note: he finally apologized and they all – grown men (mostly) – cried together. They needed to hear that someone cared. But it cost Beth Steel time, money, and attrition as long-standing members quit. Not to mention months of unhappiness, upended lives, and reduced profits.

RELATIONAL STRUCTURE

When I was hired to train Buying Facilitation® throughout the global California Closets franchises, I spent my first day sitting in prospects’ closets with different designers. I returned to find my client leaning against the wall waiting for me as I exited the elevator. “How can one little woman cause so much disruption in 5 hours? (Note: I merely asked designers: “How will your prospects choose you over the competition?” and otherwise remained a silent observer.) Let’s go figure this out.” We went into the training room where five members of the leadership team and I posed questions, played with ideas, and eventually came up with some solutions that would potentially diminish the disruption of bringing in a wholly different sales model.

Ultimately the franchises adopted my material and changed their routines. One of our new ideas was to publish an in-house ‘zine as a vehicle to create a franchise-wide WE Space to share new ideas and success stories as the new facilitation model was introduced. It went a long way toward global adoption. Disruption was just a hitch to be managed and used as a reason to create new processes. And their profits rose by 26% annually.

Relational management has different objectives and skill sets. With a focus on people it employs a collaborative approach; ideas get generated from representative groups; all outputs are considered from the human angle and take into account needs, feelings, egos, work-life balance, opportunity. The output represents

  • happy employees and customers;
  • more sales;
  • more efficiency;
  • more creativity;
  • more trust;
  • greater shared understanding/clear communication
  • more loyalty,
  • easier implementations
  • more ownership.

Relational management fosters care and respect for both employees and customers. Goals are met efficiently, with less time wastage, fewer resources, less fall out. When I hear doubters say relational leadership ‘takes more time’ I get curious: with all voices included in planning and decision-making, there are fewer problems, quicker resolutions, less attrition, easy buy-in, more creativity and more accurate data from which to make decisions. Seems to me it ultimately saves time. And makes more money.

DIFFERENCES ON A DAILY BASIS

Transactional businesses believe the DOing is of higher value than the BEing without fully understanding the broad implications of what happens when people become numbers.

When working with a transactional company as a consultant, I’ve been left out of important meetings with critical ramifications; had agendas and dates and team members shifted without discussion causing delays and redos; necessary suggestions get overlooked even when the fallout effects their bottom line. Jobs always take longer as everyone must shift gears due to sudden (unreasonable) changes, or to get everyone on the same page. My frustration and stress level is almost as high as the folks I work with as we all deal with the fallout from seemingly erratic decisions. Time, care and suggestions go unnoticed. And I often end up having to deal with getting paid – checks are late, for the wrong amount, await signatures of people on holiday.

The relational companies I’ve worked with take their commitment to people seriously. There are opportunities for learning and taking on greater responsibility; more flexible work hours to account for childcare or eldercare; excitement over new ideas, regardless of the job description of the people who offer them; respect for customers is shown through the entire customer lifecycle, from voice messages to quick problem resolution. As a consultant my time is respected and my ideas appreciated; I get included in decision making and problem resolution. They even pay me on time and with exuberant appreciation. And several have given me ‘Thank You’ gifts! Working with a relational company brings out the very best of me.

It’s obvious that relational management is far superior. I have some thoughts on how to bring transactional companies into the 21st century.

A STAGED APPROACH TO CREATE A RELATIONAL ENVIRONMENT

Let’s say the leadership team, or maybe one group within the organization, seeks to become relational. What’s a good way to go about it to avoid resistance and manage any disruption?

Changing from transactional to relational is an enormous undertaking:

  • the identity and beliefs of the entire company or group must shift from power/force/control/action to collaboration/compassion/trust/respect;
  • management must change from top-down control, reward and punishment (win/lose), to mutual decision making, collaboration, and inclusion (win/win);
  • client outreach must shift from treating them as numbers to servant leadership (from Home Depot to Lowe’s);
  • hiring choices go from results-oriented folks to those seeking to serve.

Obviously it’s not possible to change thinking and leadership styles immediately, but it can be done in stages.

The biggest issue is how to get buy-in for the disruption that will ensue. To encourage ownership, loyalty, idea creation and problem solving, start with a core team – representing all levels of responsibility and job titles – to identify areas of disruption, brainstorm possible goals and resource requirements, and address issues the prevailing transactional process has caused. In other words, this initial group will recognize the problems to be solved, generate ideas for consideration, and begin to lay out possible routes forward for the larger group. And no, the usual leadership team cannot do it as they are the purveyors of the problem.

Here are some ideas to get you started:

  1. Build a representative team: It’s vital to assemble a core team that represents all levels of responsibility for each business sector – i.e. sales, finance, marketing, tech, etc. If it’s a large organization, start with a representational group for each sector, then eventually create a core team that represents the full company. Make sure to include front-line workers. These folks carry the direct knowledge of the customer and the folks who carry the corporate identity daily.
  2. Set the parameters: Decide on rules: how the meeting will be led, who is responsible for what, frequency of meetings, etc. Consider rotating leadership.
  3. Define problem to be solved: Including, but not limited to brainstorming new ideas and gathering data to capture people’s experiences and challenges. Make sure every voice gets heard and included. Check if additional people are needed.
  4. Manage disruption: Determine the types of disruption most likely to occur: in what areas, what management levels, and potentially how it would show up. potential differences in employee rules and customer outputs; and sales models and customer contact. Start with a very specific set of agreed-upon steps and stages and brainstorm ideas to manage the disruption and encourage buy-in.
  5. Research: Prior to the next meeting, do research on different types of relational approaches to discuss.
  6. Formulate approach: Using ideas from the research, cobble together ideas and vote to choose the favorites. Take back to your colleagues to discuss. Take this feedback to the next group meeting.
  7. Feedback and approach formulation: Consider feedback from constituents and incorporate feedback into a new approach. Begin to choose action items to formulate approach and assign tasks.

These steps will create a representational, dedicated team to take responsibility for beginning a change initiative. I suggest you follow my 13 Steps of Change process that encourages ideas and commitment from all; provides the foundation for buy-in and continuous improvement; and avoids resistance. I’d be happy to discuss this with any groups seeking to change

__________________________

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 makingthe 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. 

February 17th, 2025

Posted In: News

When I begin an on-site training program I start by saying:

“Hi everyone. I’ll begin with a warning: I use confusion as a teaching tool. Confusion is merely your brain attempting to input new information and not finding circuits to translate it. Stuff you already know goes down familiar circuits and it’s comfortable. Your confusion is merely your brain telling you it has no circuits to translate the new data – and you’re learning! And it makes me SO happy!”

The participants laugh uncomfortably. But then it becomes a sort of gentle contest – who can be the MOST confused. Invariably someone says

“Sharon Drew, you’ll be SO proud of me! I’m SOOOO confused!”

And everyone laughs together and claps in knowing agreement.

WHY IS CONFUSION DEEMED BAD?

I wonder why confusion is something to be avoided. Why do we all have to ‘know’ everything? Why can’t we delight in the mystery, the jumble, the dark moving spaces that bring that slight bit of discomfort, a touch of fear and dollop of curiosity?

When we think we ‘know’ something, it’s because we’re using circuits that already exist in our brains. Sadly, we assume what we ‘know’ is accurate, even if it ends up being inaccurate or biased, even if it means we end up dismissing new content that might be more accurate, even if it means we restrict learning anything new.

Old beliefs, previous knowledge, habits and assumptions become concretized over time, and new ideas become suspect because there’s no precedent for them even if the new ideas are more cogent. Our brains just love our status quo. Simple. Stable. Quick. Reality? No such thing.

How do new ideas get into the world when they’re contrary to existing myths and norms? Why isn’t ok to be confused and then curious to research, think, debate new ideas?

Entire fields remain committed to researching within the confines of perceived wisdom, even when they suspect, or know, it’s not working. How does something new enter if confusion, or the ‘unknown’, isn’t considered?

Remember flat earthers? What about radio waves? Did you know only one painting of Cezanne’s was purchased during his life? Or that it took 40 years after the invention of the telephone to begin broad use – using Morse Code instead? Are you aware that initially Bill Gates told his team that he wasn’t convinced the internet had value? Seriously.

LISTENING IS PART OF THE PROBLEM

One of the initiators of our confusion is the way words enter our brains and get translated. You see, when we hear someone speak, our brains don’t accurately translate what the speaker intends to communicate!

Sound – in this case, words – enter as vibrations, get turned into signals after being filtered by our beliefs, then get dispatched to ‘similar-enough’ existing circuits that were formed from similar – but not the same – words. And any meaning, any vibrations, that don’t match our existing (and comfortable, accepted) circuits, get discarded or resisted.

When I learned this (see my book on the subject – What?), I created a ‘curiosity’ trigger as an override in my brain when I experience resistance or disbelief, and now go straight to confusion instead so I can potentially learn something new.

Sample

I adore confusion. It means I’m creating new circuits. It means I’m learning!

WE COULD ALL USE A BIT OF CONFUSION

Our brains are the problem. Indeed, because of the way we subjectively interpret new ideas we end up restricting our lives. The thing is, everything, regardless of what science thinks, or what our spouses or bosses want us to believe is true, is a subjective interpretation that we live our lives committed to!

What we read or enjoy; the colors we see and the words we hear; the friends and jobs and neighborhoods we choose; are restricted to the circuits that already exist in our brains – what we agree with and the worlds our brain circuits have created for us – obviously a carefully calibrated world view; obviously restricting a whole lotta world out there we don’t recognize or enjoy or share. We could all use a little confusion now and again.

To allow ourselves to be confused, we’d have to ignore, override or at least hide from view, some of our biases. So rather than guess what your biases are, I’ll pose some questions of you, because I’m sure confused why you’d rather keep doing what you’re doing rather than face confusion and learn, change, and be enriched:

  • What would you need to believe differently to be willing to rid yourself from some of your biases? Do you know which ones you’d be willing to part with? How do you know your answer isn’t biased?
  • How would you know that any confusion is worth the cost of ‘not knowing’ and being uncomfortable?
  • What issues come up for you when you face the prospect of being confused in an area you’re expert in?
  • Are there any areas of your life or work knowledge that you protect, that you prefer not to feel confusion around because you believe you have all the knowledge you need – and it’s accurate? Would you be willing to examine these to see if there is anything new to learn? Any areas for you to rethink?
  • Think of a topic, an idea that runs counter to your beliefs and spend time with it. No, really. Spend enough time to understand it, and know precisely how it differs from your beliefs. See if you can find any fragment in there that confuses you that you’d be willing to think about for a day or two.

We live our lives, work our jobs, vote and go to neighborhood meetings, accustomed to having an automatic answer, knowledge at the ready that has been vetted by our brains, accepted and comfortable. But to gain new knowledge, reconsider old opinions, mature your beliefs and self-asessments, you can create new circuits, and then have a whole new knowledge set.

All you need is some curiosity and the willingness to be confused for a bit of time. You’re worth it, no?

__________________________________________

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.

February 3rd, 2025

Posted In: News

If you are a therapist or coach, manager or consultant, you’ve been schooled to be a guide, a mentor, to help people find solutions they couldn’t find on their own.

During a recent conversation with a coach who prides himself on Always Being Right! (Clients who don’t heed him are told to go elsewhere.) and wondering who would choose him as their coach, I began thinking about how Helpers go about helping, and why clients often ignore their suggestions.

I believe there’s an ‘accepted practice’ problem here: Helping professionals use questions and ‘active listening’ to ‘understand’ the identified problem. But sometimes standard questions and listening practices can’t trigger the best outcomes.

In my work developing systemic brain change models I’ve discovered that behavior change must originate in the brain. The question is how to get there to instigate the change.

In this article, I’ll provide a much-simplified explanation of how brains cause our choices, explain where conventional skills fall short, and introduce you to new skills that can facilitate permanent change without resistance.

BEYOND THE BRAIN

Currently we rely on questions to help us understand a problem and then assume our clients accurately hear what we’re trying to tell them. Unfortunately, this is where the problems begin:

  • the way our brains ‘listen’ is biased by our history, regardless of what’s been said. In fact, through no fault of our own, it’s quite possible neither client or Helper hear each other accurately.
  • conventional questions themselves are biased by the goals, verbiage, intent, of the Helper and may not uncover accurate data, causing Clients to sometimes offer unhelpful answers.

I’ll begin with the ‘big picture’ and explain how our brains cause us to do what we do.

Simply, our brain is an enormous motherboard that captures and mechanically organizes the data from our lives, stores it in circuits, and uses our mental models and history as the foundation from which to act.

Each of us operates from historic, unconscious, and unique neural configurations, stored as memory in 86 billion brain neurons that hold our history, our ideas, our values and from which our decisions and behaviors arise.

Obviously, we each think and act uniquely. Obviously, no one else has access to our brain circuitry; no one else has our life story or history; no one else can ‘get in there’.

Technically, change occurs when brain components get reconfigured or new ones get formed. Behavior change is a brain issue and part of a system. It’s not a stand-alone process, but the final element of a string of connections triggered by our brain. When we attempt to merely change the final element, there’s no process to maintain it.

HOW BRAINS STORE INFORMATION

I’ve spent decades unpacking how brains are organized and have developed several facilitation models that enable real choice (See How?), models that make it possible for Helpers to enable clients locate the neural circuits that initiated their problem and, by triggering and generating new synapses, reconfigure them.

Sample

And herein lie the problem Helpers face now: standard questions and usual listening practices steer the Other to where the Helper, using their own unconscious assumptions and curiosity thinks the answers should be and possibly miss where actual answers reside.

Once I realized this I began researching how brains prompt our actions and eventually, after decades of study and research, developed questioning and listening models that make it possible to get directly into the neural circuits and use brain change as their foundation. I also discarded my role as a Helper and became a Decision Facilitator, to facilitate Others to their own circuits easily develop new behaviors with no resistance.

WHAT IS CHANGE? NO, REALLY?

Change is systemic, not as simple as merely doing something different. Since behaviors are outputs from instructions sent by existing circuits, new behaviors need new neural circuits to send out new instructions for new outputs. Too often, Helpers merely try to change behaviors without changing where in the brain the new instructions will come from.

You see, any change request represents a difference, a threat to the existing system and as such, will cause resistance unless it’s been accepted first. This is the problem with noted change management models – they merely attempt behavior change without generating new neural circuits for the change, or without ensuring the values, beliefs, and mental models of the existing system align with the new and put the system at risk.

It’s like trying to get a backward moving robot to move forward by explaining, questioning, and showing videos; the robot must be reprogrammed. Without taking this into account, by trying to change a behavior by trying to change a behavior without changing the neural circuits, people will resist, or not maintain, the change.

QUESTIONS AND LISTENING

Here are the reasons people have difficulty finding internal answers and making decisions.

Brains: The time it takes to figure out all the criteria needed to make a decision is the time it takes to act on it. No, they’re not dragging their feet; they’re trying to change congruently.

See, the brain’s 86 billion neurons are stored and labeled in ways that may be difficult to consciously access. In fact, words or ideas even enter brains as meaningless sound vibrations (Neuroscience actually calls words ‘puffs of air.’) which ultimately get turned into the signals that then get translated into meaning.

Let me explain the brain stuff that goes on. Hang in with me as it explains why we mishear and misunderstand.

To begin with, our brain doesn’t accept spoken words accurately, as intended. It takes the sound vibrations, turns them into signals, and then finds existing ‘similar enough’ (historic, biased) circuits to translate the signals into meaning – a very inexact process.

To make the process fast (It takes five one hundredths of a second for the entire process.) our brain chooses the quickest route to translation circuits, almost always an oft-used superhighway that may only have a tangential connection to the original meaning and intent. In other words: all incoming words get translated without any regard to accuracy!

Most of us aren’t aware that our thoughts, realizations, understandings, are merely versions of what our brains have already translated for us.

Unfortunately, questions meant to ‘gather data’, are restricted by the Helper’s assumptions. Sometimes Others uncover the exact data we need in order to help them. But sometimes our questions direct the client’s brain to an unhelpful answer, and something more valuable remains unretrieved.

To help Others find precisely where the necessary data is stored, Helpers must have NO assumptions, NO biases, and NO belief that we have anyone’s answers. All we need is to send Others to the right circuits where their answers are stored. And for this, conventional skills don’t work. If you want to better understand exactly what goes on, read my new book How?

Listening: Given we all have a ‘brain circuit translation’ problem making it near impossible for anyone to listen without bias regardless of how well they ‘listen’.

To avoid biases and misinterpretations, to help Others discover where their answers are stored, Helpers must listen differently and don’t assume they ‘understand’ what’s been said. I actually developed a process called Listening for Systems, which bypasses our assumptions and hears what’s intended.

If you’d like to learn more I wrote a book on the subject: What? Did you really say what I think I heard?.

Sample

Questions: This one is the most uncomfortable for Helpers. Conventional questions are formulated to elicit data as per the needs, intent, languaging, curiosity of the Asker.

To this end, I spent 10 years inventing a new form of question (Facilitative Question) that foregoes data gathering per se and instead leads Others to the brain circuits and memory channels to precisely where the appropriate data is stored. If you go to my site I explain how I invented them and provide descriptions and articles.

By posing unbiased, systemic questions that lead brains to appropriate circuits, by listening without assumptions, by trusting everyone has their own answers, we can truly serve Others beyond any natural biases we might have.

The new job of Helpers is to begin with the assumption that clients may actually have perfectly good answers stored in some place where their brain isn’t looking.

HELPERS AREN’T HELPING

Unfortunately, these skills are not taught in coaching schools or MBA programs which continue to teach to ‘be aware’, be ‘open minded’, take a ‘different perspective’, do ‘active listening’, ask ‘probing’ questions to ‘give the Helper the information’ they need to ‘help’. But as you now know, neither standard questions or conventional listening will always collect accurate information.

When Helpers try to have answers for Others, our track record is spotty: clients use some of our suggestions and ignore others because they may not have gotten to the core (and unconscious) factors that caused the problem to begin with.

And because our advice ultimately brings Others up against their own inabilities, they push the Helper away regardless of the length or success of the relationship. Inadvertently, because no other way has been developed to professionally help Others, we infantilize our clients.

I know that most coaches, leaders, managers, and Helpers truly want to serve Others. Please consider shifting your goal and learn new tools. I’m happy to help. I’ve developed new skills for Helpers (coaches, sellers, managers, healthcare providers, therapists) to enable folks to discover and create their own answers while reducing the power imbalance and bias, as well as learning tools to teach you how to listen without bias and pose Facilitative Questions. Please contact me in case you’re interested in learning how to do this, and we can all Help as true Servant Leaders. sharondrew@sharondrewmorgen.com

_____________________________

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.

January 24th, 2025

Posted In: News

The CEO of a midsized company recently called me after reading my article on avoiding resistance during a change initiative. He said ‘resistance management’ was built into all their projects due to its prevalence. Curious, I asked him to send me a typical project flow chart. The problem was obvious: ‘people implementation’ was #6.

Resistance management has become standard in change management initiatives. Indeed resistance is so common that hundreds, if not thousands, of books, articles and programs (including a department in Harvard) are dedicated to managing it.

But resistance is only triggered when two necessary elements are overlooked:

People: Too often change management processes are led, designed, and organized by a few ‘leaders’ who tend to overlook some of the folks further down the food chain. It’s necessary to put people #1 to include their voices, unique and vital information, ideas, needs, and early buy-in of everyone who is either part of the problem or who will be part of the solution.

Systems: Any change must include not only behavior changes, but amendments to the underlying system – the rules, beliefs, assumptions, practices, expectations, and norms that have held the status quo in place.

By overlooking people and systems, and with a focus limited to changing behaviors, resistance is a typical output as the cost, the risk, of change is unknown. With a shift in thinking it’s possible to prevent resistance entirely. In this essay I’ll provide thinking on how to accomplish this.

WHAT IS CHANGE?

Theoretically, we’re delighted to change, to realize our best selves, solve a problem, find better solutions and learn new things. But unless the risk of the proposed change is known, understood, and managed; unless the stability, beliefs and norms of the system are maintained, the system will resist change.

Change is an alteration to a system (defined as a set of beliefs and rules that are agreed to by people (or things) included) and entails modifying an existing structure that has been working well-enough for some time, accepted by all, and habituated into the daily norms.

Current change management models focus on changing the problematic behaviors/activity but ignore addressing the norms and beliefs that have created and maintain the system. Without simultaneously managing or shifting the hidden systems issues that have been keeping the defined problem in place, the system faces an unknown risk and will resist.

Before agreeing to change, the system must know:

  • How will the new match the existing beliefs, values, norms, rules, routines? Are they compatible? Are the core beliefs/values of the group maintained?
  • How will daily tasks and working/reporting relationships change?
  • How are individual ego beliefs and job identity factors managed? Are the folks most affected by the new included in information gathering and goal setting at the beginning so they have input around their own (new) jobs? Do these folks get a voice in generating the goals and outputs for a new solution? In sharing their unique experiences to best understand the problem from the customer side?
  • What must be relearned and in what time frame?
  • What if the new doesn’t represent the output needed by those most affected?

Without answers to questions like these, change becomes a threat and folks will resist doing anything different. Below I discuss a route to determining risk and generating buy-in.

THE STEPS OF CHANGE

There are actually 13 steps that all change takes, most of which occur before a problem can be accurately diagnosed or the goal defined. By enlisting these in your change management processes, you’ll have a good chance to avoid resistance.

Sample

Note: While seemingly a book on helping buyers buy, Dirty Little Secrets is about the 13 steps of change/decision making.

Here are the main categories involved:

1.   Where are you? What’s missing?
The full problem set can be understood only when everyone who touches the existing problem and will be involved with the new solution are assembled to share their thoughts. How did the problem occur? How has it been maintained over time? What systems, rules, relationships, job descriptions are maintained per the existing circumstances? How would they change as a result of doing things differently? What might the fallout be?

Without knowing this, it’s impossible to get an accurate understanding of the full data set involved or set an precise goal. When leaders and senior managers propose goals for a project without including input from these folks or without recognizing the possible risks the change might trigger, it’s a certainty that time delays, inadequate results, lack of buy-in and resistance are sure to follow.

Too often leadership develops a change project without appropriate input, working only from their unique perspective. Unfortunately, I hear the same thing repeatedly: “Leadership knows the full problem set. They don’t need to call in front-line workers. They’re smart enough to figure it out for themselves.” This assumption is responsible for a cascading array of follow-on problems.
2. How can the system fix the problem with available resources?

Change doesn’t happen unless the system itself recognizes an incongruence. And unless available resources are disqualified, anything new will be questioned. The questions to be answered are:

        • What has prevented this problem from being resolved already?
        • What is keeping this problem in place? (rules, jobs, outputs)
        • Is there anything we already have that might solve our problem if used differently? Any known consultants? Apps?

3.   Brainstorming
Brainstorming is a great way to discover everything and include everyone. For large companies it’s possible to assign representative work teams that bring back the ideas to a main (and representative!) team. Note: it’s vital that everyone’s ideas get included as each job role will have different needs and ideas. Generally, leaders don’t have day-to-day contact with customers and cannot know the full set of issues that must be included in any change initiative.

Brainstorming should include:

        • The foundational beliefs/values to work from
        • Random ideas for solutions from each department/working group
        • Managing the elements holding the old in place and what would change if it’s altered
        • What are the risks to making a change? To not making a change? Is the risk of change more/less than maintaining the status quo?
        • Possible solutions (to include workarounds)
          • The risks of each
          • The danger signs that indicate upcoming problems

 4.   Managing risk
The risk of change must be equal to or lower than the risk of status quo.

Change can’t proceed successfully unless the risk of change is understood and approved by all. During brainstorming, it’s vital that possible risks get discussed, and the signs of possible failure be understood and managed beforehand.

There are several types of risks involved in change projects:

      • When folks are left out, there’s incomplete data to work from and goal-setting might be flawed and folks who touch customers might not buy-in. Obviously this is a risk to the company, the customers, and revenue.
      • The risks each group face from a change must be understood and accounted for before the project goals are set.
      • When the core beliefs and values of the company or team are omitted from the identified outcome, people will resist and feel at risk.

It’s only when

a.  everyone who is involved with the problem and will touch the solution,
b.  the core beliefs and values are agreed-upon by all involved at the start as the foundation of the change,
c.   the risks are understood and steps are in place to manage them,
d.  the Group chooses the specific goals to be met and what specifically an outcome must include

that it’s possible to avoid resistance.

I suggest it’s possible to manage change in a way that encourages buy-in and avoids resistance, garners the full data set with which to set goals and expectations, conclude with a new behavior/belief outcome that can be maintained through time.

PUTTING IT ALL TOGETHER

Change is a multi-faceted endeavor that needs to include both behavior, belief, and systems changes:

      • To lead folks think to think and act differently takes belief change and buy-in.
      • To clarify the intent of a change requires unbiased questions (I’ve invented a wholly new form of question called Facilitative Questions that avoids bias entirely).
      • To engage people to feel safe enough to act in new ways takes inclusion and being heard.
      • To collaborate, organize, build new teams, set goals, and manage takes new leadership skills that involve ‘soft’ skills.
      • To align stakeholders and design solutions takes collaboration.

While many models claim to do the above, our current tools don’t teach how to accomplish it. My book HOW? not only lays out the steps but teaches Faciltative Questions that facilitate core decision making with no bias; a new form of listening that hears accurately; and the full compliment of the steps of change.

As a good starting point, I suggest the following be the core framework:

Our goal is to have/do _______ to alleviate/fix _______ and will include ______ group/departments to help us define the problem and generate a solution design. We understand that any change must include these underlying beliefs, norms, and rules: ________. We understand that the risks of not including these are _______; the danger signs we’ll experience if we’ve left anything important out include _______ that we will address by _______.

If you would like to develop a change management process for your team, or get help with an initiative triggering resistance, call me to discuss: sharondrew@sharondrewmorgen.com

___________

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 makingthe 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.

January 13th, 2025

Posted In: News

Have you ever wondered why folks who get trained don’t retain the new knowledge? According to Harvard studies, there’s a 90% failure-to-retain in instructor-led classrooms. Surely students want to learn, trainers are dedicated professionals, and the content is important. But the problem goes beyond the students, the motivation, the trainer, or the material being trained.

I suggest it’s a brain change issue: current training models, while certainly dedicated to imparting knowledge in creative, constructive, and tested ways, may not develop the necessary neural circuitry for Learners to fully comprehend, retain, or retrieve the new information. You see, learners may not naturally have the proper pathways to understand or retain the new knowledge.

The primary problem is how brains ‘hear’. Due to the nature of how brains handle incoming words (puffs of air that face distortions and deletions before being translated by neural circuits to meaning), an instructor’s content may be mistranslated, misunderstood, or misappropriated. Certainly there is no way to retain it as intended unless the learner has precise circuitry that matches the instructor’s content.

Trainers assume their content will be heard accurately. But it’s not, due to the automatic, habituated, physiological, neurological, electrochemical, biological set up of how brains listen. But it can be mitigated by helping students generate new circuits specifically for the new knowledge.

For those interested in learning how brains ‘listen’, my book WHAT? explains it all (with lots of funny stories and learning exercises) and offers workarounds.

Sample

As an original thinker who’s been inventing systemic brain change models for decades, I’ve developed a Learning Facilitation™ model that first trains the brain before presenting the core content.

When training begins by first generating new neural circuits, students can accurately translate, understand and retain the new knowledge and avoid any misunderstanding or failure-to-retain.

I presented my Learning Facilitation™ model at the Learning Ideas Conference in June 2024. Here is a link to the full one-hour presentation. Enjoy.

If you have questions, please get in touch: sharondrew@sharondrewmorgen.com

____________________

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 makingthe 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. 

December 23rd, 2024

Posted In: Communication, News

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