Why We Should Take Each Other Seriously

Do you want to be taken seriously? I would have a difficult time imagining that you don’t.

The desire to be taken seriously is the fuel that powers strange personality traits that you’ve likely observed in yourself and others, including:

  • Your Facebook friends who meticulously curate their online presence in an effort to appear as if they have their shit together. Pay no attention to that man behind the curtain, Dorothy.
  • People who are “busy”. They’ve just had a lot on, you know? Things are crazy with the kids and there’s this huge project at work that only they can do properly so there go their weekends! Last seen opening a second bottle of white wine at 7:00 on a Monday night because “cheat day!”.
  • “Fanboys” who surrender a not insignificant portion of their identity to interests they can not directly participate in or outcomes they can not meaningfully impact. Depending on the selected devotion, this can assume the shape of either hipster escapism or – more typically – living vicariously through the success of others (see: devout fans of sports teams, athletes, bands, artists, etc.).
    • This phenomenon can also be observed in:
      • Those who dedicate themselves fully to a job they don’t believe in.
      • Those dedicated to being a “present” parent to the point of having no individual identity outside of this pursuit. When asked how they are, these parents will tell you how their kids are doing.

It would be unfairly reductive to say that the desire to be taken seriously is the sole cause of these and other, similar behaviors. That’s not the point I wish to make. Rather, I would like us to turn the mirror back onto ourselves. How seriously would you (or do you) take people who fall into one of the categories listed above?

None of us is more important than anybody else. This isn’t a revolutionary idea. It’s safe to say that a large majority of the human race believe this to be true on at least a philosophical level. Not many people would claim to be superior to others; above the fray. To believe that you are better than anybody else – that there is anybody “not worth your time” – is a particularly off-putting brand of solipsism.

That said, observed human behavior (which may include your own) would seem to suggest that such espoused beliefs may be merely rhetoric. If none of us thinks that we’re better than anybody else, why are we routinely jerks to one another?

The problem is introduced when we must adhere to this philosophy in real life.

Talking about being fair is easy. Meanwhile, doing? Well, don’t we all have enough to do already?

What does this kind of behavior look like?

  • Any number of aggressive traffic maneuvers. Nobody needs to get to their destination as urgently as you!
  • Elbowing in front of kids on train station escalators. Kids aren’t really people, right? Where do they have to be that’s so important? They have their whole lives to get to the top of the escalator!
  • Spilling some coffee on the counter of the office canteen but leaving it for somebody else to clean up. That’s what interns are for, right? You? You’re late for a meeting!

You get the idea.

In all of these instances, the “bully” (let’s just call the behavior what it is, even if I’m stretching the definition past the inherent intentionality) considers nobody but themselves. Are they doing this to be a dick? Hopefully not. Most times, they’re probably perfectly nice people. So how does this happen? Where do nice people go wrong?

Inside their minds – unseen to all, including (usually) themselves – a complicated calculus is determining their actions. This calculus can be conceptualized as a flow chart of sorts; the reduction of complex social and natural scenarios to a ruthlessly efficient series of tripwires and routinized responses.

The result? They elbow in front of kids on the escalator not because they closely examined the children and considered their adolescent circumstances to be of only marginal importance when contrasted against those of the adults about, but because they didn’t think about the kids at all.

They thought only of themselves.

This type of behavior is indicative of a profound lack of regard for the needs of anybody but the self. We can look each other in the eye and claim to be selfless and socially responsible citizens who have time for everybody because that internal calculus – that ruthless flowchart – that controls our actions like a fanboy controls Lara Croft allows us to effortlessly maintain sufficient cognitive distance between effect and cause. We behave like jerks and let ourselves off the hook because, well, we didn’t mean to hurt anybody.

This is where the allegedly universal philosophy – believe it as we may – falls over entirely.

Being passively rude to strangers is bad enough but it is merely a symptom and not the disease (depending on the circumstances). The problem truly becomes a tragedy when we allow it to creep into our interpersonal relationships.

Over the last ten years I directly managed somewhere in the neighborhood of a thousand staff, almost all of them younger than me and still pursuing undergraduate degrees or – more generally and with mixed results – “being twenty something”.

I had hundreds of encounters with these staff members while they were under my management, but one sticks out in my mind. This staff member found me after her shift one day and presented me with a gift. It was nothing fancy but it was very thoughtful (when selecting the gift, she had recalled a funny moment we had shared at work) and completely unexpected.

What had I done for her that she felt warranted this gift? I had seen that she was having a bad day and I asked her if she was okay.

No other staff member ever presented me with a gift, and I did my part to assist as many as I could. I had helped many with interpersonal problems they were facing, wrote letters of recommendations that helped some earn better jobs or places in their university, and just generally made myself available to them.

Sincere thanks was always offered for my assistance to those ends but the person who went beyond a mere “thank you” did so because I had done something she truly valued: I had taken her seriously. As repayment, she took me seriously.

Of those hundreds of staff interactions, this is the one that I still remember; that I still take seriously.

More recently I’ve begun tutoring at the University of Technology Sydney and in two years have directly worked with about 500 undergraduate and graduate students, the vast majority of whom are in their first year of study at their respective level.

At the end of each semester, these students are invited to complete anonymous student feedback surveys in order to help us improve the class for future students. One open-ended question on this survey asks what elements of our tutorials they particularly enjoyed or found useful. Many use this opportunity to explicitly acknowledge my acknowledgment of them. They go out of their way to thank me for taking them seriously.

The things I’ve done that they thank me for? Responding to emails, providing assistance ahead of assignment submissions, not playing favorites, and offering useful and constructive feedback on assignments. If you’re thinking that this list sounds like all the things that any teacher should be doing, I would agree with you.

Don’t mistake this anecdote for a low key explainabrag. The entire point is that I’ve merely taken my students seriously and they’ve responded in a way that suggests this type of behavior is not something they regularly encounter. Those of us who are willing to recall our undergraduate years honestly will probably sympathize with their situation, and it’s (sadly) telling that this feedback is only offered anonymously. Clearly there is some level of shame associated with feeling like we’re not consistently being taken seriously.

The way to undo this – to move toward a more respectful society that makes progress because of and not despite the presence of others – is to embrace self-awareness rather than self-absorption.

One of the most difficult obstacles to achieving this is – as I already mentioned – time. By and large we are busy people these days. To stop and give everybody our undivided attention and selfless devotion is not practical. Fortunately, it’s also not necessary.

To be merely aware as you move about the world would be to go a long way toward taking others seriously. To not elbow in on escalators. Not because you take the time to critically analyse the needs of the people whom you would be cutting off, but because you’re operating on the assumption that your needs are no more important than anybody else’s.

Herein lies the simple, overarching truth behind all of this: taking others seriously is not an active task that consumes time and energy. It’s actually as passive as not considering them at all. The difference is a fundamental shift in the baseline of your own awareness: to not rush, to not be aggressive, to not assume that your needs are more important; that you are more important.

If I took the time to actively integrate myself into the lives of my students, there would not be enough hours in the day. Further to that logistical obstacle, my introversion would cause me to collapse in a heap even as I explained how to construct a rigorous thesis for an academic essay.

To take others seriously is not to insert yourself – it’s to leave the door open. Of the 35-40 students I have in any one class, only two or three will ever take me up on my offers of extensive assistance. Maybe ten will email me at least once – usually about a question relating to attendance.

If I didn’t take them seriously? If I operated on the assumption that their undergraduate needs were inferior to my postgraduate needs and thus only relevant within the 80 minutes I’m paid to stand before them in a classroom? It would be no different to elbowing in front of them on an escalator. I wouldn’t have seen them in either scenario. I wouldn’t have taken them seriously.

Instead, I make the choice that you should also make: I take them seriously. I offer them the world and a few approach me to claim it. They respond to my taking them seriously and they take me seriously in kind. Once we find each other, there’s no need for curating our lives or surrendering pieces of our identity. We take each other as we are and we move forward.

As we all should.





Marginalia: “No One Understands You And What To Do About It”

Marginalia is a regular series on Toward Vandalia in which I review the books I’m reading and unpack their most valuable lessons.

Today I’m looking at No One Understands You And What To Do About It by Heidi Grant Halvorson.


Heidi Grant Halvorson is the Associate Director of the Motivation Science Center at the Columbia Business School. She first slipped onto my radar in a recap of the 2015 99U Conference, where she was presenting the findings from this book. Her other articles on 99U – where she writes about leadership and communication – are a good sample of both her writing style and unique insight.

With No One Understands You And What To Do About It, Halvorson manages to turn the same trick that David McRaney executed exceptionally with You Are Not So Smart – she makes issues of psychology not only approachable and digestable but also funny.

Here she is talking about the fact that mature-faced people are statistically more likely to be found guilty (92%) than baby-faced people (45%) in incidents that appear to be intentional:

… If someone with a delightfully babyish face, like Jennifer Lawrence, Leonardo DiCaprio, or a young Mark Hamill, ran over your begonias, you’d be likely to think he or she was just distracted by a frolicking puppy or a happy song on the radio. But when Clint Eastwood runs over your begonias, you’re pretty sure he’s doing it on purpose.

The book is divided into four sections that first get to the root of all this misunderstanding between people then delve into the lenses that affect how we see the world and how personality alters those lenses. The last section brings it all together and offers a workable strategy for being better understood as well as better understanding others.

In Part One, Halvorson reminds us that we are essentially unknowable (since nobody can plug directly into our brains) – a problem for those of us who believe we can be analyzed objectively and that others see us the way we see ourselves (or want to be seen). Not only can nobody see us this way (by rule!) but no two people are likely to see us in the same (if objectively incorrect) way.

Making matters worse is the fact that the people you would like to get to know you probably aren’t bothering – their attention is limited and so they use shortcuts to assign attributes to you.

This is complicated by cognitive dissonance and the primacy effect, which cause people to put you in the box they expect you to fit into and to assume that you will never change from their first impression of you, respectively.

Oh, and everybody thinks they’re better than you.

Generally speaking, other people will assume you share their opinions and attitudes, but not their abilities and moral character. With respect to the latter, they believe they are more talented and less corruptible than you are. Try not to take it personally.

However, perception can be “hacked” if you understand how it works. The process is carried out in two phases.

Phase 1 mostly occurs automatically, which could be good or bad depending on the moment.

A person’s “typical” behavior will change as a function of where he or she is, whom the person is with, and what he or she is trying to do.

Unfortunately, most people will stop mentally bothering with you at Phase 1 meaning that if you didn’t make a good first impression, you now have your work cut out for you.

This is overcome by getting people to shift into Phase 2 perception. In this phase they will take more time to analyze your behavior in context and attempt to construct a more accurate perception of you and your being. Granted, this takes more time and energy so most people won’t bother – and if you stuffed up in Phase 1, they’ll be less inclined to see the investment of added mental energy as being worth it.

You’ve experienced this yourself if you ever met somebody when they were having a bad day and wrote them off as being a grumpy / stern / serious / unpleasant person. Maybe you didn’t bother with them for a while after that until an unavoidable situation (perhaps a long car ride where there was no escape!) forced you to consider them again. Whether or not they really were a grumpy person, your perception was most likely refined for accuracy as a result of the extra consideration on your part.

Part Two gets into the three lenses that shape the way we all make the above perceptions.

The Trust Lens

This one is rather straightforward: people will assess whether or not they can trust you. They do this by looking for the answer to two questions about you:

  1. Are you a friend or an enemy?
  2. Are you capable of acting on your good or bad intentions?

Halvorson points out that both are important to consider:

The second question is just as important as the first, because if the answer to the second one is no, then you are more or less harmless no matter what your intentions are.

The answers to these questions are sussed out from the warmth and competence we display. Halvorson provides strategies for conveying both, including classics like maintaining eye contact and exercising will power. As she says:

Don’t advertise your personal demons.

The Power Lens

Halvorson offers some uplifting encouragement for dealing with powerful people:

It’s not so much that [powerful people] think they are better than you as it is they simply do not think about you at all.

Well.

Powerful people don’t have a lot of time and are less willing to spend that time on you unless you can prove your value. This is rather straightforward and recalls age-old advice for establishing job security: make yourself indispensable.

The Ego Lens

This final lens is perhaps the trickiest of all, as it’s all about self-preservation for the perceiver.

… The ego lens… has a single mission. In this case, it’s to see things in such a way that the perceiver comes out on top.

The perceiver pulls this off in one of four fascinating ways that seem ripped from the script of Mean Girls:

  1. They will convince themselves that they and their people are better than you and your people.
  2. They will decide that you are both similar and can thus share in any victories.
  3. They will determine that you aren’t actually competing for anything they want, so: no harm, no foul.
  4. If none of the above are possible, they will avoid you or attempt to destroy you.

Halvorson uses examples from job interviews with candidates of different sexes, races, and qualifications as compared to the interviewers to demonstrate how this plays out in real life (with or without the interviewer even being aware of it). Suffice it to say, you don’t want to be better looking (or smarter) than your interviewer – especially if they have low self esteem.

Halvorson recommends modesty and affirmation to overcome the trouble inherent to the ego lens.

Part Three shows how perception can be a function of personality. Halvorson examines promotion-focused (risk takers) and prevention-focused (risk averse) personalities and encourages readers to adapt their communication according a person’s dominant personality.

For a promotion-focused perceiver, frame your ideas in terms of potential gains or wins… For a prevention-focused perceiver, frame your ideas in terms of avoiding losses or mistakes.

Perhaps the most interesting part of the book for me was Halvorson’s examination of the secure, anxious and avoidant lenses. I have a tendency to be avoidant, so it was encouraging to see these often-misunderstood traits of mine presented as being very normal.

Herein lies the beauty of books such as this: you go in expecting to learn more about others but you end up learning a thing or two about yourself. Halvorson’s techniques for dealing with avoidant-attached people is, of course, useful for me in my dealings with other avoidant-attached people but it’s most beneficial as a means of understanding how I must be coming across to other people.

In short: be patient with avoidant-attached people and don’t take our stand-offishness personally.

The last section brings all of the above together and presents techniques for forcing the issue of perception when needed, as well as a rather intricate guide to crafting the perfect apology. The book concludes with tips on how to reverse-engineer Halvorson’s guide to being better understood into ways of better understanding others.

No One Understands You And What To Do About It is an easy read but is far from a superficial one. Halvorson has deconstructed a problem central to communication in our hyper-communicative world and offers strategies that can be employed in any aspects of our lives and within any context: home, work, school, the gym – anywhere!

She writes with an assured style and peppers in subtle, wink-wink humor to make sure you’re paying attention. Far from your average management or self-help book (which she notes in the intro she specifically tried to avoid writing), No One Understands You And What To Do About It entertains as much as it informs.





Don’t Rush To The Middle

Rupert is watching.

Listening to comedians discuss their craft never ceases to fascinate me. In fact, I sometimes find it more interesting than watching their act.

Sometimes.

A great source of these discussions is the Joe Rogan Experience podcast, on which Jay Leno was recently a guest. Leno rolled out a few stories I have heard him tell in the past, but one point he made about ‘working clean’ really stuck with me:

You have a lot of [comedians] now that rush to the middle and then stay there for twenty years.

He goes on to describe a phenomenon where new comedians are very quickly able to reach the middle of the pack because they can milk swearing or vulgarity for a cheap laugh… but then their careers hit a wall and stall.

It’s really easy to take a clean joke and make it dirty. It’s almost impossible to take a really funny dirty joke and make it clean. When the punchline is some four-letter word, what do you do with that? Where do you go with it? You can’t take it past a certain point.

The warning here is obvious: if you take shortcuts to success, you’ll eventually be stranded without the tools to progress further. It’s easy enough to learn what certain words translate to in Spanish, but if you don’t understand how to conjugate verbs and construct sentences you’ll find it difficult to ever carry a conversation in that language.

A comedian who relies too heavily on cheap laughs runs the danger of never actually learning the craft of comedy. Eventually the novelty of your vulgarity will wear thin and if you don’t have the skills to write new jokes, so will the laughs you receive.

Granted, there will always be a receptive (but transient) audience for those who lean on tried-and-true tricks, but the real success is reserved for those willing to work for it.

Most people want to play the audience where they get the best laugh… But if you just play rooms where everybody laughs at everything you say, you never get any better.

Leno is talking about comedians in this interview but he may as well be talking about anybody with any serious ambitions. Shortcuts and low-hanging fruit abound, as do people who will pat you on the back and tell you what you want to hear. Don’t be afraid to climb a little higher and seek feedback from the people you fear you’ll never impress. Eventually you will find the higher, riper fruit and get a laugh you know you earned.





You Can Still Fix What “Ain’t Broke”

Maybe you should fix what "ain't broke"

Part of the fun of moving away from home is confusing your new neighbors with the colloquialisms that you heard while growing up. Having done my growing up in the hills of West Virginia, I have quite a collection of such phrases and truisms that frequently raise eyebrows when I slip them into conversation here in Australia.

One such phrase is: “If it ain’t broke, don’t fix it”.

Most often this is meant in the context of possibly screwing up a good thing with constant tinkering; the idea that trying to extend that board just one more inch… and then another… will ultimately bring your house down when you’ve extended too far.

Taken at its most literal interpretation, though, the idea of not ‘fixing’ what isn’t broken seems awfully limiting. It flies in the face of ambition and creativity by assuring you that the grass is perfectly green here and there’s no need to bother looking for grass that is greener. It suggests that you be content with the delicious and nutritious meal sitting in front of you and never wonder if the menu features something even better.

Life is a Mexican restaurant

This very situation unfolded for me recently. Claire and I frequent a particular Mexican restaurant that friends introduced us to a couple of years ago. These same friends recommended the fajitas during that initial visit and Claire and I heeded their advice. It was far from a bad tip. These particular fajitas quickly became my favorite dish in Sydney. Over the years Claire and I would get there once a month or so and we would both order the fajitas every single time. Why mess with success?

Why fix what “ain’t broke”?

Eventually we found ourselves there on a night that Claire had a strong craving for fajitas that I didn’t share. I looked at the menu and, for the first time in nearly three years, considered other options.

This was the record- scratch moment. Freeze the frame there on me examining the menu like I’m seeing it for the first time.

A lot can happen in two years. New menu items could have been introduced. Specials came and went. Any of these things could have been better than the fajitas that, despite being very good, are not the pinnacle of culinary achievement. How many opportunities to find something even tastier had I missed?

The truth about things that “ain’t broke”

Naturally, life is slightly more complicated than ordering Mexican. The concept of missed opportunities, though, is basically the same and all too real.

It is easy – and, in some cases, beneficial – to fall into routines within our day-to-day lives. For the sake of our sanity and productivity, this is mostly okay. Your job pays good money and has great benefits. It’s close to home. Your boss is chill and a pushover in fantasy football. You’re a hit on casual Friday. Life is good. Nothing is broken.

But what if there is a better opportunity out there? A chance to be even happier in ways you haven’t considered because you haven’t seen the need to look around for them?

Another popular phrase that you’re more likely to have heard is: “Fortune favors the bold!” It encourages us to take risks here and there because – and why not layer in another cliché? – you miss 100% of the shots you don’t take.

And thus we arrive at a critical juncture in which many find themselves throughout their lives: when can we stop looking for something better? When can we be sure that we’ve ‘arrived’ and can achieve no more?

The answer, of course, is personal. For many, there becomes a natural state of equilibrium at which it no longer makes sense to push ahead. Research shows us that once we’re earning about $90K a year, increases in income don’t really increase our happiness anymore – so why would we bust our rumps to get further raises?

However, you’re on an actualization blog because you’re a natural pusher. To you, the grass can always be greener. Yet, we can’t constantly be assessing every aspect of our life in search of areas that can be improved. If we were always worrying about the next job, we’d be less effective in this one. Furthermore, exploring every single option that is available to us can sometimes lead to analysis paralysis, a state of being in which the sheer volume of options hinders our ability to make a decision. More often than not, this leads us to make no decision at all.

Knowing when to fix what “ain’t broke”

In the interest of pushing forward without driving ourselves crazy, let’s consider three strategies for recognizing when it might be okay to fix something that “ain’t broke”.

1) You’re on autopilot

All of us build systems into our life than enable us to be more efficient and productive. In the interest of saving time and mental energy, we often make decisions without even considering that we had other options. In the Mexican restaurant of life, we just order the fajitas and move on.

Yet you should consider why you have arrived in the place you now find yourself. Did you have a craving for fajitas and thus you came to this restaurant that serves very tasty ones? Or did you come to this restaurant for whatever other reason and now you’re on auto-pilot, ordering the fajitas out of habit? If it’s the latter, the bell should be ringing inside your head as it did for me in this exact scenario.

As you go through life, consider your context and your situation. To mix metaphors: if you’re not craving the fajitas, maybe it’s time to look for a new job.

2) You’ve hit a natural plateau

There’s nothing wrong with a plateau here and there. Sometimes life throws a bit too much at us and we need to set at least one aspect of our life – like our job, for example – on cruise control for a while. However, this should only ever be a temporary solution. If we leave any one area of our life in this mode for too long, the symptoms will start to show:

  • You’ll be bored
  • You’ll no longer derive pleasure from this activity
  • You won’t be learning anything new

When life has settled down enough that you start to notice these symptoms, take it as an opportunity to explore other options. Have a look around at some other jobs or maybe some courses that you could enroll in to help take your career to the next level. Even if you take no action, the very act of considering other possibilities should be enough to shift you out of cruise-control and get your foot back on the accelerator.

3) You’re playing it safe

Granted, when you start to look around at other possibilities, you may be tempted to make a change and go for it. We know that fortune favors the bold, but what if we take that new job and it totally sucks?

Any hesitation of this nature might have already slipped into your day-to-day life. At work, do you often go for the tried-and-true method? When choosing between different strategies, do you hedge your bets and select the option with lower upside but less risk? If so, you’re playing it safe. The room for possible failure has made you too cautious; too afraid of doing something that might not work out in the short-term.

Well, nobody ever said fortune always and immediately favors the bold (besides being untrue, it’s also not as catchy). It is the long game that will eventually yield our reward.

You will most likely encounter setbacks as you push your way forward. Break through some walls and you’re certainly going to collect some bruises. Playing the long game with any decision allows for the possibility of initial setbacks. Yes, you may have to take a step back on the food chain when you transfer to that larger company, but the future opportunities at that new company might be more numerous and appealing than those where you currently work. Sometimes it’s worth taking a step back in order to lengthen the track in front of you. Over the course of the long game you’ll pass those who reached the end of their own track and are being forced to run in place.

Some will be happy to run in place in this way – nothing is broken and so you won’t catch them trying to fix anything. Send them a photo when you reach the summit and make sure the next, taller mountain that you’re going to climb is in the frame.





YouCo. Part 2: Strategy And Scenario Planning

Rupert employs aggressive marketing.

This is the second in a series of posts I have lamely dubbed YouCo. I’m drawing on lessons from my graduate business studies to show how best practices from the business world can be applied at the most micro of levels: yourself. The first post considered how a mission and vision statement might be useful to individuals and I encourage you to start there before continuing with this post. That said: I’m not your real dad so you’re free to do whatever you want.

Today’s post examines how businesses construct a strategy to help them attain their stated vision within the context of their mission. I also introduce scenario planning, an idea that is sure to tingle your creativity-senses. The series concludes next week with a look at some generic strategies that might just bring you closer to actualization. I’ll put it this way: once you’ve looked at mentorship as a merger, there’s no turning back.


 Part Two: Strategy And Scenario Planning

If your mission and vision are what you are and what you want to be, respectively, then strategy is the means by which you’re going to attempt to bridge the gap between the two.

Constructing a strategy (which may go by any number of names depending on which particular annual report you happen to be reading) for a business is complex. Internal forces are complicated enough to navigate, but there is also the added consideration of a number of external factors ranging from consumer attitudes to the behavior of your competitors. An effective business strategy must maximize results for stakeholders while minimizing risk and loss – and all within a turbulent external environment over which the company has little control.

Businesses compete with each other because the nature of the marketplace presents only one pie from which they can carve out a slice. If 40 people in your neighborhood drink coffee and you decide to open a cafe, you’re competing for a percentage of those 40 people. You’re not creating a customer base, you’re competing for a piece of one that’s already there… and you always will be. A business strategy, then, must focus on maximizing the business’ slice of this pie. Rarely is a dollar of profit created; it’s usually “captured” from a competitor.

Fortunately, things are far simpler for an individual. Actualization (the assumed endpoint of our efforts) is not one big pie from which every person on the planet must carve their slice – it’s billions of individual pies just waiting to be snatched once we climb high enough to reach the shelf. I’m not claiming that there is an absence of competition for individuals. We’re all going to end up competing for jobs, promotions, etc. However, these competitions are isolated rather than ongoing and the philosophies that I’m about to introduce don’t just apply to the bigger picture, they will also help you come out on top in these intermediate battles.

Constructing And Stating Your Strategy

Your strategy statement is every bit as important as your mission and vision statements and should be concise, specific and realizable in the same manner. Such a statement is made up of three components:

  1. The Objective
  2. The Scope
  3. The Advantage

The objective, of course, is the end state that you would like to accomplish and (where possible to gauge) a time-frame in which you would like to achieve that state. The scope is, simply put, the context within which you hope to reach the objective. The advantage, meanwhile, is the unique set of characteristics and traits that you bring to the front of this particular war that will enable you to lead yourself and other stakeholders to the objective.

In part one we looked at the mission and vision of my alma mater, West Virginia University. WVU are seeking to achieve their mission with their 2020 Strategic Plan For The Future, a set of five goals that conceptualize the components of the university’s vision statement into (caution: buzzword ahead) action items.

Enjoy a nice cup of Goal 5 for an example:

Goal 5:

Enhance the well-being and the quality of life of the people of West Virginia.

OBJECTIVE 1
Create an academic health system and health professions programs that enhance the well-being of West Virginians.

OBJECTIVE 2
Increase opportunities for the citizens of the state through workforce education, lifelong learning, and outreach to every county.

OBJECTIVE 3
Promote sustainable economic development and a cultural environment that improve the quality of life throughout the state.

ACTIONS

1. Promote sustainable economic development and a cultural environment that improve the quality of life throughout the state.

2. Expand outreach efforts to connect the campuses to citizens and communities throughout the state. Provide resources and information to equip West Virginia University Extension agents, and other personnel engaged in outreach and care, for a broader role as ambassadors for the institution.

3. Meet regularly with state and industry leaders to articulate University successes and initiatives, to learn of the needs of the state, and to promote the commercialization of research, economic development, and global commerce.

4. Create a nimble academic health system that is responsive to patient access needs, ensures high quality, cost-effective, and safe care, and delivers patient satisfaction and value.

5. Strengthen relationships with alumni, stakeholders, and the communities that neighbor West Virginia University campuses.

This goal clearly addresses the final part of WVU’s vision statement: “By 2020, West Virginia University will attain national research prominence, thereby enhancing…  the vitality and well-being of the people of West Virginia.”

This desired end state is presented in the strategic plan as a list of objectives and actions required to get there (the first component of a strategy statement), clearly states the scope as being the people of West Virginia (the second component) and makes reference to the advantages that WVU will employ to get there (the third component), namely: their aspirational position as a leading research institution, the ability to work alongside the government as a land-grant university, and the existing network of campuses across the state.

Your own strategy statement can be engineered in just this way. A component of my own vision statement is to become an academic. This follows from education and knowledge being important values to me and the pursuit of both being central to my personal mission. My own strategy, then, must bridge the gap between that mission and my desired end state of being an academic. What objectives, then, will lead me to that promised land? There are two major possibilities:

  1. Pursue further formal education in the form of a PhD.
  2. Continue on my path of independent research.

It’s possible for either of these roads to take me to my destination. However, considering the scope (again, component two) helps me to turn the wheel in a certain direction: I wish to be a university-based academic. Now the picture begins to crystallize and come into focus. Sure, I could be an independent researcher and have one foot in the door at a university, but pursuing my research through university channels aligns more closely with what I’m hoping to achieve.

Considering my advantages allows me to pull the trigger and make a strategic decision. Conceptualizing this third component for an individual is slightly different to doing so for a business. A business must differentiate itself from competitors in order to “capture” more of the pie. My coffee might be the same but my take-away cups are way rad. It might seem insignificant, but these small details effect consumer behavior in subtle (but often detectable) ways.

However, advantages for an individual don’t have to create or demonstrate differentiation between yourself and others (although, again, isolated instances will require this but we’re talking big picture stuff here). For this reason, it’s best to consider your strengths as your advantage. You don’t necessarily have to be better, but you do have be good. I have worked hard to become a solid academic writer. I wasn’t born that way – I developed the skill over years of constructive feedback. Now it is a strength of mine – an advantage – and it is a strength that would serve me well in pursuit of a PhD. Clearly the first objective is the way to go.

Or is it? In developing my strategy statement I have considered objective, scope and advantage, but all of these considerations are based on my current state of affairs and balance on the dangerous assumption that my life – in all related aspects – will continue as it has proceeded to date. In taking the cornerstones of my existence for granted I have ignored the fact that an earthquake could – at any point in the future – shake that foundation and bring it to the ground. How, then, do we consider what life will look like at that point in the future when we actually achieve our objective?

By engaging in a fantastic exercise known as scenario planning.

Back To The Future: Scenario Planning And You

Scenario planning is an exercise in which strategists imagine plausible futures in which their organization will eventually operate. Not to be mistaken for forecasting, scenario planning is less about the bottom line and more about ensuring the organization can withstand changes in circumstances that may or may not be beyond their control. The scenarios that are drawn up are not predictions, they are plausible narratives.

The practice was popularized by Royal Dutch Shell, who began scenario planning in 1965. Attempting to imagine alternate futures that ignored the generally-accepted assumption that present trends will continue unabated allowed the company to survive the 1973 energy crisis and is a practice they still employ to this day.

Fortunately, like developing a strategy statement, engaging in scenario planning is far less complex for an individual than it is for a business. You are simply attempting to picture what the world around you might look like when you ultimately achieve your objective. It might seem a bit silly, but you will often find that what the future holds for you may not be conducive to an objective you’re thinking about undertaking.

Using my own example, I know that the timeline of completing my PhD is about four years. What will my world look like in four years? I know I will be married and after this there are two futures: one in which I am a dad and one in which I’m not. Obviously the possibility of having a child is an important (and very realistic) consideration. My sleep will be impacted. I will have less free time to focus on my study. My partner’s needs will change and I will need to meet her at those junctions. Perhaps my partner will get a job in a different city, which will put a strain on me as I will be tied rather immovably to the university here in Sydney.

Such scenarios underscore another important consideration: other stakeholders. Where I have a number of possible scenarios, so does my partner. Our lives are linked, but only to an extent. My pursuit of a PhD would affect her own scenarios. She might be forced to turn down that job in another city, even if it would have been better for us as a family.

It’s easy to imagine an infinite number of scenarios because, stopping short of going FULL PHILOSOPHICAL, there truly is an infinite number of possibilities. Scenario planning calls for identifying those that are plausible without inducing an analysis paralysis that will prevent you from moving forward. Choose one or two (Shell used to work up three until they noticed management tended to choose the middle of the road as a way of hedging risk) but Angela Wilkinson and Roland Kupers (authors of the HBR article about Shell) warn against identifying a best and worst case scenario:

The trap of having a “good” versus a “bad” future is that there is nothing to learn in heaven, and no one wants to visit hell.

Instead, they recommend looking for links between your strengths (advantages) and those plausible futures. Such thinking forces you to look outside of your comfort zone, actually enabling you to grow even while you’re planning for growth. When the future eventually arrives (as it usually does) it may not look exactly like the scenarios you had imagined, but the flexible thinking and consideration that scenario planning has helped you develop will leave you agile and adaptable in a way that will make you feel like you were born ready for anything.


This is the second in a series of three posts I’ve lamely dubbed YouCo. The series examines how best practices from the business world can be applied to your pursuit of self-actualization.

Part One: Define The Mission And Vision Of YouCo.

Next week I will wrap things up with a look at some generic business strategies that might not seem applicable to your personal pursuits but may just yield surprising results for YouCo.