ABOUT THE AUTHOR
Kerry Patterson is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.
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  Dear Crucial Skills,

I read Crucial Conversations and Crucial Confrontations and have tried to implement the skills in the books, but I still have a hard time dealing with accusations. The problem is that the first instinct when someone accuses you is to restore safety or use contrasting to solve the misunderstanding, but the accuser does not seem to be affected by those actions. Instead, they continue to draw incorrect conclusions about you or something you did. I’m sure a lot of people experience this same issue. What am I missing here and what is the best way to reply to someone who wrongly accuses you?

Struggling with Accusations

 Dear Struggling,

Thank you for raising this important issue. Over the years, we’ve taught a variety of skills in our books and training, but only rarely have we written scripts or shot video examples where the conversation starts with the other person accusing you. Of course, not all accusations are alike. It might feel more like a slight chiding or a gentle reminder. In this rather innocuous case, you can assess the feedback and adjust accordingly.

However, I believe the accusation you have in mind is more akin to a tense, sharply delivered statement that not only accuses you of malfeasance, but feels like an attack. As you fall under a verbal assault—say one that questions your reliability, integrity, or talent—it’s likely you’ll become angry in return. When this happens, your natural response to what feels like a mild physical threat is to move from your “know” to your “go” system and react in a defensive and also stupid way.

If you allow your “go” system to take charge, you will indeed, be less controlled and logical than is optimal for the circumstances and become blinded to most rational thought. In addition, when someone questions your character, it serves as an emotional accelerant. Between the perceived threat to your safety and the apparent attack on your character, you’re now pumping adrenaline, thinking with the most basic part of your brain, and neck deep in a shouting match or worse.

To best respond to an accusation or attack, start by dealing with your own growing anger. Cut it off before the adrenaline slips into your blood stream. Take a deep breath and reinterpret the attack, not as a threat to your safety—unless it actually is, in which case you need to exit—but as a misunderstanding that has caused the other person to become frustrated or maybe even angry with you. This switch helps you turn from being angry—you’ve judged them as bad and wrong and deserving of a good tongue lashing—to becoming curious.

When you become genuinely curious, you reignite your center for logic and reason and turn off your anger response. Now you want to know exactly why the other person drew such a harsh conclusion about you. Instead of an emotional defender, you’re now a relatively calm detective trying to get to the source of the other person’s anger.

The mystery you’re trying to solve is the following: “What exactly did I do that led you to that conclusion?” You’ll have to search for the answer because as soon as others become upset they’re very likely to lead with their conclusions or accusations against your character. It’s now your job to get to the behavior behind the accusation.

You may be tempted to start with a contrasting statement, but you’ll have to be careful not to end up with a correcting statement masked as a contrasting one. For example, “You say I can’t be trusted, but I believe you’re wrong!” (Bad) Or, “I didn’t intend to make you angry. I was just trying to do my job.” (Better, but it still sounds defensive) Instead of starting with a contrasting statement, become a detective. Probe to find out the source of the other person’s anger. For instance, “I’m not sure what I did that led you to conclude I can’t be trusted. Could you tell me exactly where I went wrong?”

Say this with sincerity laced with concern, but remain focused on the science. What were your actual behaviors? By searching for the facts and avoiding the conclusions, it allows the other person to share his or her complete view of the circumstances. This serves two important purposes. The accuser will have time to calm down—the adrenaline doesn’t go away in an instant—and you will learn more about the details of the situation.

In addition, when angry, the other person really wants to make sure he or she has been heard and understood. So, repeat back the details of the description to ensure you have them right. Continue to probe for your action behind the conclusion. Left to their own, many people just move from sharing one conclusion to sharing another. Try something like: “So you think I was selfish? What part of what I did seemed selfish to you?”

As the other person begins to share the details of the precipitating event, avoid the temptation to correct any of their statements of fact until you’ve earned the right to do so. By thoughtfully and carefully listening to his or her ugly and angry conclusions and eventually getting to the underlying facts, you’re now to the point where you can add your views. Take care; this puts you at risk once again. Don’t start with your corrections to his or her facts. Instead, explain how you can see how the other person might have come to his or her conclusion, but you have a different view on the matter. Start by sharing the elements you agree with and then point out how you see certain elements differently. This may be the time when you share your honest intentions: e.g., you weren’t trying to make this person look bad in front of the boss, you were simply trying to lend a hand.

Because you’ve taken care to sort out the facts, thoughtfully listen, allow the anger to subside, and tactfully share your view, you’re finally ready to engage in honest dialogue. But know this process takes time and patience. Left to your own proclivities, you may want to fight back. This will fuel the fires of anger and is likely to confirm the other person’s existing poor conclusions about you. Become a concerned detective, not a defender.

All the best,
Kerry

ABOUT THE AUTHOR

Al Switzler is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.

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Dear Crucial Skills,

Over the past six months, I have had several confrontations with a coworker. I admit the reasons for the confrontations are mostly my fault. However, instead of approaching me and handling these situations with me, my coworker constantly complains about me to our boss.

I am frustrated that my coworker cannot talk to me about these issues without getting management involved. I want to explain to my coworker that we can talk about our differences directly, but I am afraid I will say or do the wrong thing again and will be back in my boss’s office explaining my behavior. I considered not having this conversation with my coworker, but the situation is growing uncomfortable and makes it very difficult to work together. Can you please share some advice on how to have this conversation with my coworker?

Frustrated

 Dear Frustrated,

Many of us can identify with your frustration—and kudos for acknowledging your role in the problem. As you consider your options, it is important to realize that the stakes are high because you and your coworker are interdependent and your boss is now involved. And the same could be said if other coworkers were involved. In either case, someone is put in a position of choosing sides or trying to ignore the situation, and working together becomes more and more difficult.

The difficult and awkward situation you’ve shared here should motivate all of us to have our crucial confrontations or conversations early and with safety. When we don’t hold the conversations or we hold them badly, our relationships and results suffer, just as you are now experiencing.

As I have pondered your situation, I’ve struggled with what to focus on. Your problem is complex, of some duration, and serious, so I’ve been concerned my advice will miss something or oversimplify. With that said, I want to talk about a few steps you might consider.

First, don’t ever consider NOT having the conversation. While this option is tempting, avoiding the problem will not help. Issues will continue to fester and the relationship will continue to sour. So, what steps can you take to ensure the conversation goes well? Here are a few suggestions:

Analyze: I suggest you reflect on the conversations you’ve had with your coworker. Write them down verbatim, to the extent you can remember. When you’ve finished, go back and ask yourself: “What did I do that worked? What did I do that didn’t work? What was I thinking when I said or did that? What intentions or motives were present at the moment when things went wrong?” Such an analysis leads to the next step.

Prepare: Ask yourself a few questions: “What can I do differently next time to make things better? How can I better start the conversation? How can I make it safe for my coworker? How can I deal with the thoughts or emotions I had that were not helpful? What can I say or do differently?” Record your answers, then rehearse the conversation a few times. During this analysis, pinpoint the conversation you need to have.

I’d be willing to bet the conversation you need to hold now is not the conversation you had in the past. It seems like you need to have a conversation about not talking to one another. Plan how you’ll invite your coworker to engage in dialogue with you. Plan the words. Plan where you’ll meet, and plan to keep it private. Also, plan your apology—apologize for what you’ve done in the past and share your intention that you’d like to work this out so you can have a good working relationship moving forward.

Practice: We often practice sales pitches or informational presentations, but we don’t practice some of the conversations that matter most in our lives. After you’ve analyzed what you’ve done in the past and what you will do better in the future, and after you’ve outlined a plan for accomplishing your goals, find a friend—preferably someone who is not on your team at work. This friend should serve as a practice “coach.” Make sure your coach understands the situation and then ask him or her to role play with you various scenarios of the conversation.

What if your coworker says it really isn’t a big deal—but you know better? Practice. What if he or she gets emotional? What if you get emotional? What will you say or do? Practice. When you have practiced holding the conversation well, you will have increased motivation and ability to actually have a conversation that is vital.

Lastly, as a part of your practice, consider your options for if the conversation doesn’t work out as planned. What will you do? Will you ask to have another conversation? Will you ask a third party to mediate your conversation? Will you ask the boss to help? I don’t know what the details are, so I don’t know what your strategy should or will be. But I do know that anticipating and planning for the options can help you make good choices in the heat of a crucial conversation.

So, of the many bits of advice I could have offered, I suggested that you analyze, prepare, and practice. When you do this, you can increase your competence and your confidence.

Best wishes,
Al

ABOUT THE AUTHOR
Kerry Patterson is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.
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Last month, I wrote about the Patterson family Christmas of 1956. I shared how I was able to find joy during a time when we had few, if any, presents or other “things.” Many of you wrote back that the tale reminded you of similar times where you too were able to stumble on Christmas despite your challenging financial circumstances. Thank you for your kind and heart-warming reaction.

One of you wrote that after sharing the story with a friend, she replied that she had already received four similar stories that lauded the joys associated with poverty—and if this were true, why don’t we seek poverty all of the time? I can understand the response. The last thing I wanted to suggest was that the poverty itself was something worth seeking.

I’m reminded of when I was first married and attending graduate school in Palo Alto, California. Each week my wife, three children, and I went to church with a couple dozen other young struggling student couples along with a hundred or so wealthy congregants who lived on the edge of campus. These folks of extraordinary means would leave their estates in the foothills and drive their luxury German cars to church where they would then tell those of us who were living in tiny boxes called student housing just how lucky we were. They would most sincerely explain—often with tears in their eyes—how they fondly remembered their college years and recalled them as the best time of their life.

My reaction was predictable. “Really?” I thought to myself. “These are the best years? I study endlessly. I have very little time left for recreation or hobbies. Every month I worry about making ends meet. When our old jalopy breaks down, we go without something in order to pay for the repair. These are the best years of my life? Tell me it isn’t so!”

Some thirty years later, when my church assignment had me speaking to a group of young married college students, I listened intently as other older speakers shared the predictable message of “These are the best years of your life!” When it came my turn to speak, I stood up and said, “I’ve had money and I’ve not had money, and to be frank—I prefer having money.” (This brought a chuckle.)

“And as far as college years being the best years of my life, I do remember how great it was to be young and energetic and studying full time with some of the world’s best thinkers. I recall playing with my children between classes and then catching the campus bus for a ride to the psychology building where I listened to the world-famous scholar Solomon Asch as he reviewed his earlier studies of compliance and independence. As I sat and took in the words of the world’s best, I knew how lucky I was.

“I also remember the unrelenting stress of not having enough money—of not being able to give my children as much as I would have liked—the missed lessons, the thinner coats, the oatmeal instead of eggs. In fact, when I finally finished six years of graduate school, took a job, and we bought and cooked our very first chuck roast, my kids fought over who got the drumstick. They didn’t know any better. All they had ever eaten was chicken.”

So, some of the aspects of those college years were indeed wonderful, other aspects . . . not so much. With this in mind, I want to affirm that I never intended my story as an endorsement of poverty. I only wanted to say that even when times are tough (and yes, tough times come with sacrifices and suffering), you can still find joy in the simple things.

This has certainly been true for me. Going into this season, I can already tell you what my favorite memories will be. They won’t be the gifts sitting wrapped under my tree at home. They’ll be the memories of the time I’ve spent with loved ones—playing games, telling stories, and sharing hand-made gifts.

I’m already working on this. At our recent family Christmas party, we gathered at my daughter Christine’s house and sang carols and played games while the young cousins shared simple presents. As promised, I read the story of our 1956 Christmas, and at the end, I gave each of my children and grandchildren a small package of peanut brittle my wife and I had just made. It’s a memory I’ll cherish forever.

We also ooh-ed and ahh-ed over a hand-crafted alphabet book one granddaughter had made for her 18-month-old cousin; and everyone applauded and cheered as another granddaughter read a poem she had carefully composed on the computer. The poem described the joys of the season as viewed through the eyes of a nine-year-old. As I sat and took in her innocent words of wonder and encouragement, I couldn’t have been more proud.

So no, I don’t encourage poverty as a means of finding the true holiday spirit. But I do stand by the claim that often, the things that matter most can be shared by all. Time devoted to thoughtful conversation, stories told across generations, and acts of unconditional love are all free. They’re also as precious as gold.

My colleagues and I have created a holiday e-card to thank you for your support and association with our newsletter, training courses, and other services. View it now!

ABOUT THE AUTHOR

David Maxfield is coauthor of the New York Times bestseller, Influencer.

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Dear Crucial Skills,

I am a physician and I have to admit that, although I am respectful toward my patients, I have great difficulty when I am dealing with fellow physicians and nurses who, in my opinion, don’t seem to know basic skills to care for our patients.

My frustration with their ignorance often manifests itself not necessarily in the words I choose, but more in the way I voice my opinions and in the tone of my voice. I am dealing with people’s lives and am frequently pushed to go too fast. Often I am sleep deprived or emotionally exhausted. These things make it even harder to be as respectful as I would like to be with colleagues.

I totally understand that my lack of respect just makes the situation worse, but I don’t know how to deal with ignorance in people who I think should know better and who often have egos that prevent them from listening very well. Please help.

Dr. M

Dear Dr. M,

Thank you for writing such an open and revealing letter. It’s clear you’ve thought deeply about this concern, and your good intentions shine through. I see three elements to your situation:

1. Crucial Moments: In key situations, you are both emotionally exhausted as well as in the middle of a high-stakes medical issue.
2. Primed Stories: You’ve become especially sensitive to certain problems: caregivers who “should know better” or “have egos that prevent them from listening.”
3. Visible Actions: You show your frustration—not in your word choice, but in the way you voice your opinions and the tone of your voice.

I can imagine I might do the same. And yet, as you note, these lapses just make the situation worse.

You’re already motivated to maintain a respectful relationship and you already control your choice of words. However, you realize your frustrations are seeping through anyway and damaging relationships. What more can you do? Here are four tips you might try.

1. Identify the crucial moments. The more you can do to recognize when you’re in these moments, the more prepared you will be. Take a pen and paper and map out when, where, and with whom you are most likely to experience these crucial moments. Focus on the moments where you are most at risk of being disrespectful to others.

2. Apply the skill “master my stories.” It sounds as if, when you are emotionally exhausted, you are especially apt to use “villain stories“—to interpret others’ actions in a negative way. And when you judge others, the verdict shows on your face.

James Gross, the head of Stanford’s psychophysiology lab, is the leading researcher in a field called “emotional control.” According to Gross, we control our emotions in two very different ways. One way is to suppress them—we rage inside, but keep our faces calm. Gross explains that this approach results in immediate cardiovascular costs as well as a variety of long-term negative impacts. Living your life behind a mask is not good for you. In Crucial Conversations, we call this “going to silence.”

The second way we control our emotions is through reappraising the events that have made us angry and re-evaluating the situation. This second strategy is the “master my stories” approach we teach in Crucial Conversations. Gross says people who use this approach are more successful in controlling their emotions, as well as happier and healthier over the long term.

So, what do you do? Right now, while you’re calm and relaxed, ask yourself the following questions: “Do I really believe the people I get frustrated with ‘should know better’ and ‘have egos that prevent them from listening’? Or are my stories symptoms of the pressure-filled moments and emotional exhaustion?”

If the problems are real, address them using your crucial conversations skills. But don’t wait until the crucial moment, when you are exhausted. Instead, select a time when you can have high-quality dialogue.

If you decide your stories have more to do with the pressure of the situation and your exhaustion, ask yourself how you would like to handle these frustrating moments. Assume the caregivers around you are reasonable, rational, and decent and that they are trying to do the right thing. Then ask yourself, “What can I do to help them help my patient?”

3. Prepare before the situation. It’s always harder to use these skills in the heat of the moment. So establish a rule for yourself and decide now what you will do and say when you find yourself in that situation. For example, if I’m in one of my crucial moments and feel intensely frustrated, I will say, “I know we both want what’s best for the patient. Let’s each share our perspective.” Create a rule, pick the words that will work for you, and write them down.

Establishing these if/then rules in advance is very powerful, especially when the moments you need them involve a lot of stress and competing demands. They work in two ways. First, they highlight the crucial moments, making it more likely you’ll recognize these moments when you’re in them. Second, they help you move from “consciously competent” to “unconsciously competent.” Instead of having to think about and make decisions in the moment, you act on the decisions you’ve made in advance. (Peter Gollwitzer at NYU has published several interesting studies showing how these rules work).

4. Enlist support. Ask your colleagues to help you recognize when you’re starting to go over the edge. An anesthesiologist I respect told his team, “In general, please call me by my first name, Jim. But if you think I’m becoming intimidating or not listening, then call me Dr. Smith. That will be our signal.” I like this cue because it’s subtle and respectful. Making this request is also a powerful way of convincing people that you really want to do what’s right.

I hope these ideas help. Let me know how it goes.

David

ABOUT THE AUTHOR

Al Switzler is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.

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Dear Crucial Skills,
As a result of recent layoffs at our company, there is a lot of distrust between our management team and senior leadership. We’ve all been through Crucial Conversations Training. How can I use crucial conversations skills to rebuild trust and get the two groups talking again?

Two Groups Talking

 Dear Two Groups,

Thank you for your timely question. For many, this scenario also occurs in the home as people struggle to build trust between a spouse or a child. When a crisis happens and choices are made that we may or may not agree with, it can be difficult to rebuild trust and get two groups or individuals to hold productive dialogue.

To answer your question, let me first review some important concepts and then provide a few suggestions.

Concept #1: In our thirty years of research and observation, one of the key findings we’ve uncovered is that all relationships, teams, families, and organizations have problems. The difference between the good and the best is not how many problems they have, but rather, how they resolve those problems.

Holding crucial conversations is about rapidly and respectfully resolving problems. And yet, as you’ve experienced, in tough times people often feel compelled to solve a problem rapidly, but at the expense of respect. Sometimes they do this because of urgencies, sometimes it’s just their style. Either way, this rapid and disrespectful approach causes others to disagree and lose trust. Layoffs certainly fit in that category as well as budget cuts, spending decisions, outbreaks of anger, and lack of involvement.

Concept #2: When held well, a crucial conversation can help you catch problems early, maximize input, make better decisions, and take more committed action.

When crucial conversations are avoided, distrust builds on both sides of an issue. As that distrust continues to rise, confidence or interest in quickly holding the very conversations that could help also decreases. So beware of avoiding the very crucial conversations your team may be facing for too long.

Suggestion #1: Meet with your team to talk through the issues ASAP.

As you’ve all been through Crucial Conversations Training, begin your dialogue with some key questions: “What do we really want: for us, for senior leadership, for our relationship?” “What should we do right now to get what we really want?”

I imagine that what some team members want is an apology or an assurance that their jobs are safe, or that they will not be kept in the dark and surprised if more changes arise. Also ask these key questions: “What are the key reasons for the feelings of mistrust?” “What do we really want going forward?”

Suggestion #2: As a team, identify the things you need to work on.

What do you and your team members need to do to build trust within your group? What do you need to do to build trust with the senior leadership team? Often agreeing and living a few specific behavioral commitments, or ground rules, will help the team see they can trust each other to make and keep commitments. Here are a couple of examples of commitments you can make:

1. We will keep confidential what is spoken in confidence.
2. We will speak well of all colleagues and coworkers regardless of level or department, and if we have an issue we will speak to the individual privately and respectfully.

After you have made these commitments, regularly ask each other how you are doing, what has gone well, and what you need to improve on. Too frequently, we have agreements about budget or work behaviors, but not about teaming behaviors. Several weeks of setting and living these ground rules can help build trust within the team.

Suggestion #3: Recognize your role in building trust and improving relationships.

Instead of asking, “What should senior leadership do?” ask “What can we do to improve our relationship with senior leadership?” Also remember to master your stories and ask “Why would a reasonable, rational, decent person act in the way they did?” Remember that when it matters most, we often do our worst. If your team will give senior leadership the benefit of the doubt and conclude that maybe the company’s financial standing is more complex than they realize, then you can, with mutual purpose, invite your boss or members of the senior leadership team to dialogue. Your purpose in this conversation is to reach a mutual understanding. The apology or the assurance that some employees are looking for may not be forthcoming, but if you engage in a process that is built on mutual purpose and is safe for all parties, you’ll make progress.

This advice is equally applicable to personal or family relationships. Crises, bad behaviors, or ineffective decisions can damage trust in these familial relationships. Often, an appropriate and sincere apology is enough begin dialogue.

When there is an opportunity for a crucial conversation, there are only three options: avoid it, face it and hold it badly, or face it and handle it well. The most common problem is avoidance. Silence and time cure so very few issues. If you can put issues on the table and work at resolving them rapidly and respectfully, then trust is likely to increase.

Best wishes,
Al

ABOUT THE EXPERT
Steve Willis is a master trainer and vice president of professional services at VitalSmarts.
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Put yourself in this situation. You’re in front of a class, scanning the group carefully. All eyes are fixed on you. You’ve just asked a question of the group, and now you’re waiting each other out. Who will respond first? Who will break the uncomfortable silence? Waiting . . . waiting . . . waiting.

In my experience, whoever speaks first in this situation sets the tone for the session. When a participant breaks the silence first, it establishes a shared expectation that the session should and will be interactive. When the presenter speaks first—and this happens all too often—it establishes a different expectation that all the participants have to do is sit back and listen.

So here’s how I tell people to navigate this crucial moment: give ‘em the ol’ ask and wait. That’s right. This old standby always seems to do the trick. You ask a question and then—here’s the tricky part—wait . . . for at least 10 seconds. And while those 10 seconds will seem like an eternity, remember that you typically only have to wait them out once before the audience starts to respond and participate.

Don’t answer your own questions. Give ‘em the ol’ ask and wait and draw upon the wisdom that resides in the group’s collective experience.

ABOUT THE AUTHOR
Candace Bertotti is a Master Trainer.
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There have been occasions when participants have reacted strongly to the use of the term “violence” in the training as they perceive that term as having the meaning of physical force or intense emotional abuse. How would you address this when it comes up?

I address this one right in the beginning—in the debriefing of the “How Did You Get Your Way?” quick-start activity. I say that one of the claims that the training makes is that there is a continuum of communication. On one end is what we call “silence”—where you’re not speaking up and saying what you need to be effective. On the other end is something we call “violence”—and I quickly make this disclaimer: I don’t personally like this word. But what helped me, was to realize that we don’t mean physical violence here. What we mean is verbal aggression—this is the opposite end of the continuum from silence. And it rhymes with silence—silence and violence, so it makes a nice package for us to remember. If I need to I might even say “violence in this context doesn’t mean throwing a punch—it just means the extreme opposite of silence.”

Then after I show the first example of a “violence” video (Brittany and Rick or Jackie and Rick—the third video in the series), I ask them when the video is over, “If you could put a name to Brittany’s/Jackie’s strategy, what would you call it?”—People answer with things like “aggression,” “overly assertive,” “lose-your-job-fast”—and then I say “we call this “violence.” If you’d like to call it something else, go right ahead, but for this training, this is an example of what I’ll be referring to as violence.” I find that if you admit the word is extreme (and it is—it’s the opposite end of the continuum) and allow participants to call it something else if they want—that negates potential push-backs.

ABOUT THE AUTHOR
Kerry Patterson is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.
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Listen to Kerrying On via MP3
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1956 was a hard year for the Patterson family. One evening Dad came home from work at the lumber mill in so much pain he could scarcely drag himself out of the car. He had tripped at work and hurt his back. Worried about his paycheck at the end of the week, Dad pulled himself to his feet and gutted it out until the end of his shift, despite a pain that (we later learned from a coworker) was so gut-wrenching he almost passed out several times.

Mom tried to heal Dad with a variety of homemade poultices that had such a stench they practically peeled back the wallpaper. But to no effect. Eventually Dad put himself in the care of a surgeon who cut a piece of bone from his hip and fused it into his spine. The Workers Compensation Fund refused to cover his injury (claiming he had aggravated a pre-existing condition). So two weeks later when he returned home to heal, all the money we had to live on for the next six months would come from whatever Mom could earn making and selling pastries.

The neighbors soon caught wind of our plight and hardly a day passed without someone dropping by with a slab of venison or a basket of wild asparagus. We quickly discovered that beggars, indeed, can’t be choosers as we learned to dine on everything from goose eggs to elk heart. But it wasn’t all gizzards and duck feet. One day, Walter Kaiser, the retired boatswain mate who lived across the street, brought by a huge bag of delicious unshelled peanuts he’d won playing bingo at the VFW.

As fall drifted into winter and Dad continued to heal, my thoughts turned to Christmas. Without money for presents I began to wonder if the peanuts would be our only gift that year. What I really wanted was a telescope. I’d found a picture of a swell one in the Sears catalogue, but I knew it would cost too much, so I put in a request for an inexpensive, plastic spy glass.

Mom could tell I wasn’t adjusting well to our newfound poverty and did her best to remain cheerful despite the fact that our financial crisis was exacting a toll on her. Between caring for Father, raising two boys, and making baked goods, Mother scarcely slept. And yet she was our rock. One evening she caught me crying in my room because my weekly allowance had been long abandoned and I suddenly realized I hadn’t saved enough money to buy presents for my relatives. Each year I purchased a gift for my grandparents, parents, brother, aunt and uncle, and two cousins. Now what would I do?

Mom comforted me while she searched for a solution.

“Let’s see,” she muttered. “You don’t have any money. I don’t have any money . . .” Then it came to her in a flash. “Walter’s peanuts!” she shouted with glee. “Walter’s peanuts!”

Mother then explained that she would teach me how to make peanut brittle for Christmas. A box of brittle would make a delicious present—for young and old alike—and we already had all of the ingredients we needed.

For several evenings I donned my mother’s apron, stood on a stool, and labored happily over the stove. On the last night, after the last batch of candy was finally completed, Mom brought out the end of a roll of newsprint and I colored on it until it made a suitable wrapping paper. Soon I had a nicely wrapped present for everyone.

But my holiday mood didn’t last. There was no sign of a spyglass anywhere and I was just sure my tenth Christmas was going to be the worst Christmas ever. Once again, it was Mother who came to the rescue. As I sat at the kitchen table, mooning over the Sears catalogue toys that I wouldn’t be getting, Mom gently tapped me on the shoulder. I turned around and there she stood with her arm outstretched and an axe clutched in her hand.

“It’s time for you to go get our Christmas tree,” Mother said with a smile.

I couldn’t believe it. The axe was being passed on to me! Since Dad was house-bound, I would now carry the axe. Drawing myself out of my funk, I carefully took the bucolic scepter from Mom’s hand, hiked into the snow-covered forest that was our backyard, and chopped down a spruce tree.

An hour later, as I huffed, puffed, and hauled the newly cut tree to our home, I ran into Walter.

“That’s kind of a shabby looking thing,” the former navy man barked as he bit down on his pipe.

It was. The good looking trees were too far away for me to haul them all the way back to our home, so I had settled on a tree that was nearby. This tree was decent on one side and pretty shabby on the other.

“I have just the thing,” Walter offered as he disappeared into the shed behind his house. A couple minutes later he returned with his solution to our lackluster tree—a hand drill and several drill bits.

“Every place there’s a gap in the tree, drill a hole,” Walter snapped. I’ll tell you which drill size and where to drill.”

After I finished boring the holes, Walter handed me a stack of limbs he’d cut from a pine tree nearby and stated: “They’re not a perfect match, but they’re close enough for government work.”

Uncertain but hopeful, I began to insert pine branches into the holes I had drilled in the spruce tree. Then, with Walter’s help, I cut the newly affixed appendages to the right length and trimmed a little here and a little there until the tree looked surprisingly full—curiously motley, but full.

Christmas day finally came and all I could think about were the presents I had made. How would my family react? I didn’t have to wait long to get an answer, for soon my relatives were tearing away the homemade wrapping paper and sampling the treasure inside.

“It’s wonderful!” My aunt Mickey exclaimed as she bit into the brittle.

“And you made it all by yourself!” Grandpa Bill enthused.

“Why it’s far better than anything store bought,” shouted my uncle Vic.

“And just look at the tree!” my father proudly said. Then he paused for effect and asked, “Did you know that Kerry is responsible for that tree?”

“I understand you cut it down and then spruced it up.” (Actually I had pined it up.) “Is that true?” asked Grandpa.

And so, in a flurry of compliments and joyful affirmations, our 1956 came to an end. By mid-January, Dad had returned to work at the mill and things were back to normal.

I hadn’t thought much about that particular season until I started wondering about this year’s bleak economy and the challenge many people will have as they try to bring joy to the holidays. I don’t know what it will be like for others; however, I do know this. In 1956, the year of our poverty, I didn’t get a spyglass. We simply didn’t have enough money.

But you know what? It didn’t really matter. I still found Christmas. I found it in Mom’s irrepressible spirit and endless ingenuity. To this day, I can close my eyes and see her cheerfully toiling over delicious petit fours into the wee hours of the morning. Dad constantly praised me for growing into what he called “a little man.” That was his gift to me. My family complimented the brittle and the goofy looking tree I cobbled together with the same enthusiasm generally afforded a returning hero. That was their present.

During this lean year, several of my family members are taking their lead from 1956. Many are making gifts rather than buying them. My nine-year-old granddaughter, Rachel, has sewn a bunting for her sister who will be born on December 21st. The material for the outfit cost less than a dollar, but the fact that she sewed it with her own two hands makes it priceless. I suspect her gift will get most of the ooohs and ahhhs at the Patterson gathering this year. I also suspect that it’ll be Rachel’s favorite gift as well.

We’re also taking special care to spend as much time as we can together. The time of shared love and caring is the biggest part of any memory we’ll create. And when we gather on Christmas Eve, I plan on reading this story aloud. I’ll give other gifts. I’ll share other things, but they’re only things. This story, taken from memory and recorded with love, will be my favorite gift.

So there you have it—1956, the year of our poverty. The year my father tripped . . . and I stumbled on Christmas.

ABOUT THE AUTHOR

Joseph Grenny is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.

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Dear Crucial Skills,

Our company has a review policy called the 70/20/10 rule. This means that 70 percent of my staff must be rated “Meets Expectations,” only 20 percent can be rated “Exceeds Expectations,” and worst of all, 10 percent must be rated “Needs Improvement.”

I find this rating system unmotivating and unfair for many obvious reasons. Specifically, at the present, I don’t have anyone I’d describe as “Needs Improvement.” However, I must come up with two people to fit this category.

At the other end of the spectrum, more than 20 percent are exceeding expectations and deserve commensurate rewards—yet I must arbitrarily leave people out so I don’t exceed the quota.

I raised my concerns over this policy but was told I should always be able to find 10 percent who “Need Improvement.” This seems like a losing battle, but I’d like to encourage the decision-makers to rethink this policy.

Sincerely,
Frustrated Reviewer

 Dear Frustrated,

I find the performance appraisal system you’re describing to be as unjust as you do. However, I believe it was designed to address an even more egregious injustice.

Forced rating systems have been imposed on managers for decades because managers were failing to manage. The heart of good management is the speed and effectiveness with which managers hold crucial conversations. However, they typically put off holding crucial conversations for many months and, even when holding them, tends to gloss over the most fundamental messages.

I believe that forced ranking systems have been imposed on managers primarily because senior leaders believed that, without the compulsion of these systems, managers would continue to shrink from their responsibility to deal candidly, ethically, and professionally with performance problems. Managers are now being governed by unjust systems because so many failed to exercise ethical and leadership responsibilities in addressing performance problems willingly.

Now, with that said, most system responses to behavioral problems are doomed to fail. They produce unintended consequences of the kind you describe. They are brute force solutions to entrenched influence problems. Those familiar with our work on influence know that problems exist because there are six sources of influence that are perfectly aligned to produce the negative results you’re experiencing. To change those results, you must affect four or more of those sources of influence—nothing less will do.

Okay, soapbox aside, here are some thoughts as you decide how to be an ethical manager, a loyal employee, and a decent human being at all once.

1. Keep the spirit of the law. Given that the 70/20/10 system’s intent is good, first make sure you are not fooling yourself about the quality of your team and are stepping up to crucial conversations scrupulously—both in the interest of your organization and in the interest of your team members. You lose the moral authority to claim there is a “better way” than the 70/20/10 system if you aren’t an example of that better way yourself. For example, if you conclude that 40 percent of your team is in serious need of development, you should acknowledge that just as honestly as when you believe 40 percent deserve a rating of “Exceeds Expectations.”

2. Choose only from ethical options. When considering my options in confronting value conflicts in organizations, I distill them down to three. I can quit, stay and accept, or stay and influence. In other words, I could conclude that I would be a hypocrite to stay in an organization whose practices so conflict with my values. If you take this option, I’d suggest you use your exit as an opportunity to exert influence. In a clear and respectful way, detail what you admired in the company and all of the reasons you are reluctant to leave. Add your concern with this system and the inequities it made you participate in. One strong and clear voice like this can be remarkably effective at influencing change. It may not happen overnight, but it can plant seeds of doubt that spur reflection after you leave.

Second, you can stay and accept the circumstances. The only ethical way to do this is to decide to loyally fulfill your duties, even though you personally disagree with the system. If you stay in your current position at this company, carry out the 70/20/10 system as you are bound to do, and avoid badmouthing the system or the leaders who choose to continue with this program.

Third, you could stay and influence. You could, for example, decide that you are remaining only contingent on your success at influencing the system. If you do so, you must do so under the same ethical terms as the previous option. You must carry out the spirit and letter of your management duties. But at the same time, you can make your best effort to influence change. If this is the approach you take, I’d suggest a time limit to your efforts so you don’t become the angry rebel and waste your professional efforts in a lost cause.

If you choose to stay and influence change, here are a couple of options you could consider:

1. Invite study. If you have influence with HR or senior leadership, attempt to invite them to study the effectiveness of the 70/20/10 system rather than simply criticizing it with anecdotes. Honestly share your concerns with some of its effects, but also express openness that further study may convince you it’s the best approach. Encourage HR to declare what “dependent measures” they believe will be positively affected by the employment of the system, then study over time whether or not better results are following. It’s likely you’ll find that the system did produce some worthwhile effects—which will help you make recommendations more useful than just “throw out the bad system.”

2. Teach influence. As I mentioned earlier, the intent of the system is to influence managerial behavior. Our research into the six sources of influence is often a very effective way to help leaders see the limited success of their “single source” influence strategy. Share copies of Influencer: The Power to Change Anything with key leaders and attempt to engage them in reflecting on its application to managerial behavior in your organization.

I applaud your desire to do right by your people and your company and wish you the best as you make this crucial decision.

Warmly,
Joseph

ABOUT THE AUTHOR
Ron McMillan is author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.
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Dear Crucial Skills,

My husband and I are friends with a couple who is experiencing financial difficulty related to a job loss. When they confided in us that they would be moving out of their rented home and looking for a small one-bedroom apartment, we told them they could live rent-free in our home for six months.

Since then, we have seen their poor money management and given them budgeting software, but they continue to spend without focus. I recently asked if they were caught up and able to start saving, but they were evasive and only said “almost.” My husband is reluctant to tell them how to manage their money but I feel like unless they get their act together, they will not be able to get out of debt. They desperately need financial counseling. What do I do?

Feeling Stuck

 Dear Stuck,

I applaud you and your husband for your caring outreach to a couple in need. They’re lucky to have such kind and good friends. It appears the struggle with their finances is continuing in spite of your kindness and willingness to help.

Some of the most painful relationship problems I have personally wrestled with are those where a friend or loved one is unwilling to make the changes needed to keep from hurting or destroying themselves.

When we see loved ones struggling with severe problems, whether it’s a vile drug addiction or rudderless wandering after dropping out of college, we eventually have to recognize that we can’t force our opinions, actions, or experiences on others. They are free to live their life as they choose.

That being the case, you do need to make a critical decision whether to disengage from your friend’s problem and hope they take corrective action soon, or to initiate an effort to help them solve their problem. You should not allow the current living situation to continue. To allow them to continue to stay rent free beyond the agreed upon six months would only empower their weakness and contribute to their problem.

I encourage you to have a crucial conversation that might go something like this, “Friends, we invited you to live rent free in our home for six months and I want to remind you that there are three months remaining to make other arrangements.” This statement clarifies your expectations and will help to make sure they don’t assume the deadline will be extended.

Next, offer to be a resource with an invitation, “We have given you budgeting software and would be happy to help you set it up or to give you any advice and suggestions. We would also be willing to suggest a financial advisor who could consult with you regarding your situation.”

If they take you up on your invitation to help, be clear about what you’re willing to do. At this point, you must balance your desire to be of assistance with the dangers of enabling their problem with money management to continue. Decide in advance what your limits are. Are you willing to give them money? Are you willing to loan them money? Are you willing to extend their stay? Once you have determined your course of action, make your offer to help part of your problem-solving conversation.

If they don’t accept your invitation to help, move to action by deciding who does what by when. “If you change your mind, let us know. Also, could we meet the first of next month? At that time, can you tell us what your plans are going forward?” This will create clear accountability and firm up mutual expectations.

The key to effective problem-solving is to make sure you follow up. Holding them accountable to your agreement becomes the mechanism to help them solve their problem while also making sure their problem doesn’t become your problem.

When we are dealing with friends and family, we often want to help in the worst way. Sadly, we often choose the worst way to help. We protect others from the natural consequences of their actions. For example, we offer money when their money management skills are the problem. These enabling actions only ensure that their problems will continue.

Helping in productive ways and holding others accountable to agreements is the best foundation for needed life changes. Have the courage to be a friend and not an accomplice.

All the best,
Ron

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