Here is a complete toolkit for implementing one of my most powerful and versatile techniques, The Conversation Contract™. Leading psychologist Thomas Harris, author of the bestselling I’m OK–You’re OK, developed the basic process to help people conduct the most important and stressful conversations in their lives. I have refined it over the past fifteen years in my work with salespeople, managers, government officials, and CEOs to its present form. You can use it for better meetings, telephone calls, and family interactions.
Start with this video and reinforce your skills with the printouts linked below. You may also want to use my 12 Step Program for productive confrontation by clicking here, Conversations that Make a Difference.
Here is my 12 Step Program for conducting a difficult, stressful, or frightening conversation in a way that will create new possibilities for relationship and action.
Help the other person feel safe. “We’re friends and colleagues now and we’ll still be friends and colleagues after this conversation.” Easy on the relationship, rigorous on the topic.
Get a firm agreement on facts before delving into opinions. Be conscientious about distinguishing facts from opinions. “The client reported several misspellings in the report,” is a fact. “Your work is sloppy,” is an opinion.
Remember, seek first to understand, then to be understood, is Covey’s fifth habit. Listen before you speak. Encouraging the other person to talk first is also a way to get his or her concerns out of his or her head to make room in there for what you have to say.
Ask questions to clarify how it looks to him or her. Stop behaving as though you know what they think; be genuinely curious.
Repeat key points back to him or her to show that you are listening and to verify that you have heard correctly. You do not need to agree with the person’s point of view, but it is helpful to let him or her know you understand and you accept that he or she sees that way right now.
Take responsibility for your own reactions.
It is not responsible to assert, “You are forcing me to double-check all of your reports.” It is more useful to explain, “When I hear a client complain I feel obligated to double-check all of your reports.” See the difference? The first is the voice of a victim making an accusation, one who has reached a firm conclusion about the location of the problem: it’s the other guy. The second is a person making a choice on limited information, one who is eager to consider alternatives.
The simple shortcut from victim to choice is to start sentences with “I” rather than “you.”
Establish the level of trust: sincerity, capacity, competence, consistency, and care. “I know that you can see when a project is suffering from scope creep and that you will let me know about it.”
Explicitly agree on the shared commitment or values e.g., “We both want to preserve the company’s reputation with clients and develop the next generation of project managers”
Point-out what you see as missing or not working. Reach an agreement on the facts of the situation and its threat to our shared commitment.
Explore and create together possible actions to move closer to circumstances consistent with your shared values. Don’t get stuck on your favorite course of action. It is not a solution until both sides take action to make it work.
Make requests and promises.
Establish a structure of accountability for monitoring the agreed actions.
These steps are in sequence, like bricks in a wall. If you are having trouble completing a step, return to the previous step. That is, if you cannot agree on the relevant shared values, talk about trust. If you cannot talk about trust, talk about safety. If you cannot talk about safety, get in touch with your center. Get centered even if you need to take a break and leave the room.
See also, on this blog, step-by-step conversation instructions with video here: The Conversation Contract.
For a group of people to work smoothly together, each member must understand what constitutes agreement. This understanding is often left in the background, unexamined, as everyone assumes their standards match those of other people. Fundamental to the success of the executive off sites I conduct is helping the group make these assumptions explicit so that everyone is playing by the same rules. If, in fact, everyone has the same standards, we finish this step quickly. If not, time invested early to clarify the ground rules saves a lot of time (and upset) later.
There are two essential parts: clarity and verity. First, everyone must be clear on what is being agreed. Second, the group needs a way to know if agreement has been reached.
I heard one CEO executive coaching client summarize the tremendous value of his coach’s listening and probing by saying, “This is where I come to get my answers questioned.” Top executives, especially those operating in a strong corporate culture, can find themselves in an echo chamber where everyone seems to be saying the same thing, thereby confusing their mutual agreement with reality. It is the most “obvious” assumptions that most severely constrict our thinking.
Gentlemen, I take it we are all in complete agreement on the decision here,” he started, and everyone nodded their heads in agreement. “Then,” he went on, “I propose we postpone further discussion of this matter until the next meeting to give ourselves time to develop disagreement, and perhaps gain some understanding of what the decision is all about.”
Solid, basic advice on better business meetings from a business psychologist at the University of Chicago Booth School of Business is here in a column Reid Hastie wrote for the New York Times. Key pointers:
Set Explicit Objectives
Consider Opportunity Costs
Grade the Convener
I would add:
Use a Professional Facilitator (If the stakes are high enough).
Years ago, an experienced coach and mentor began our meeting by asking about my first child. Just 18 months old, he was eagerly crawling and using a few words.
“It’s a fascinating time,” I replied. “You can almost hear the wheels turning in his head as he experiments to find out what combination of noises and movements is going to get him what he wants.”
I heard myself and paused to absorb the insight.
“Wow!,” I continued. “That is still how I spend most of my day.”
But not every day. How often do you actually examine how well your “noises and movements” are serving you? Don’t we all expend a lot of energy just repeating tired and familiar strategies rather than observing our results and experimenting with new communications?
It is rare to be as eager and innovative as a baby yet how can we fail to be impressed with the child’s rapid progress? Experimenting, responding, growing, moving forward, relentlessly alive–children know how to learn.
I developed this talk for the initial meeting of executive coaching groups to prepare them for the slow, sometimes difficult aspects of their work. I have used it many times to great effect when launching teams into other long-term projects. Some of my coaching clients have even adapted it for their own presentations.
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