271. Should I Say Yes?

Busy faculty and staff are known to get things done, resulting in additional requests to engage in service activities. In this episode, Kristin Croyle and Kendra Cadogan join us to discuss how and when to say no throughout your career trajectory.  Kristin is a psychologist and the Dean of the College of Liberal Arts and Sciences at SUNY Oswego. Kendra is the Chief Diversity and Inclusion Officer and Interim Director of the James A. Triandiflou Institute for Equity, Diversity, Inclusion, and Transformative Practice at SUNY Oswego.

Show Notes

  • Ansburg, P. I., Basham, M. E., & Gurung, R. A. (2022). Thriving in academia: Building a career at a teaching-focused institution. American Psychological Association.
  • Thriving in Adademia. Tea for Teaching podcast. Episode 252. August 31, 2022.
  • Webinar:  The Art of Saying No, National Center for Faculty Development and Diversity.
  • Monday Motivator – “Just Say No”, National Center for Faculty Development and Diversity.
  • Five Ways to Say No, Chronicle of Higher Education (August 28, 2014),Transcript.

Transcript

Rebecca: Busy faculty and staff are known to get things done, resulting in additional requests to engage in service activities. In this episode, we discuss how and when to say no throughout your career trajectory.

[MUSIC]

John: Thanks for joining us for Tea for Teaching, an informal discussion of innovative and effective practices in teaching and learning.

Rebecca: This podcast series is hosted by John Kane, an economist…

John: …and Rebecca Mushtare, a graphic designer…

Rebecca: …and features guests doing important research and advocacy work to make higher education more inclusive and supportive of all learners.

[MUSIC]

John: Our guests today are Kristin Croyle and Kendra Cadogan. Kristin is a psychologist and the Dean of the College of Liberal Arts and Sciences at SUNY Oswego. Kendra is the Chief Diversity and Inclusion Officer and Interim Director of the James A. Triandiflou Institute for Equity, Diversity, Inclusion, and Transformative Practice at SUNY Oswego. Welcome, Kendra and welcome back, Kristin.

Kristin: Thank you, John.

Kendra: Thank you so much.

Rebecca: So today’s teas are:… Kendra, are you drinking tea?

Kendra: I’m not. I’m drinking a protein shake [LAUGHTER] if that counts.

Rebecca: I think that might be the first protein shake that we’ve had. [LAUGHTER] So that’s good. Usually we get coffee, diet Coke, etc. How about you, Kristin?

Kristin: I got a tea for Christmas, an early Christmas present. It’s turmeric chamomile, And it’s very tasty.

Rebecca: Oh, that sounds tasty.

Kendra: …sounds good.

John: And I’m drinking an Irish Breakfast tea today.

Rebecca: And I have blue sapphire tea again,

Kristin: Oooh. It’s got the best name

John: …that’s getting repetitive.

Rebecca: I know. [LAUGHTER] But I only have like one more pot left. And then I’m gonna switch to something else. Because I’m running out. I think I have one pot left.

John: Maybe you can play a green sapphire or something?

Rebecca: Yeah.

John: So we’ve invited you both here today to discuss the challenges faced by those faculty and staff who made the mistake of being productive in some service role, and then continually get asked to do more. We often hear that expression, “if you’d like to have something done, ask someone who’s a busy person.” And we know both of you have experiences as volunteers to do service work, as well as in your current positions, asking other people to do some work to assist in your roles. Why do we end up with such an uneven division of service requests of faculty and staff?

Kristin: One thing I love about starting with this question, because we’re going to talk about some strategies that people can use to think about service and say no, but you didn’t ask that as the first question. What you asked was about the structure of the institution, and what makes the structure of higher ed create uneven service roles. So, without answering to start with, I’m just gonna say, I love that as an entry question, because it’s easy to talk about the difficulties people have saying no as an individual issue, but it’s an issue that people can develop individual strategies for. But it’s not an individual issue, it’s an institutional issue, it’s an academia issue, it’s a structural issue. So, good question. And I’m gonna start by saying that there is no good institutional tracking of service. I’m sure all of us on this podcast have asked people to serve. But it’s not like we’re looking at a list and saying, “Well, this person is already advising two student orgs and serving on six committees and doing all of these other things.” There’s no master list. So we can’t look and say, “Oh, it would be so much.” And, at the same time, I also realized that’s a total cop out answer, because, even though there’s no institutional lists, we also know, don’t we? Like I could ask this person who is chairing faculty assembly… you know that’s what she’s doing. I could ask this person that I’ve seen at the last 12 committee meetings that I went to, and that’s not at one committee that’s at 12 different ones. [LAUGHTER] So, on the one hand, there is no institutional tracking, but on the other hand, the frequent targets, we know who they are. So, why don’t keep asking the same people? What do you think, Kendra?

Kendra: I think that those are all great points, Kristin, and I totally agree. You mentioned the chair of the Faculty Senate, who happens to be a woman. And I think that segues into another trend that we see really well, which is that we often see women and minoritized faculty being asked to do things more frequently. I think some of that is related to just some antiquated stereotypes that we have about gender and ideas about human being nurturing, and all of those things, and maybe willing to please, or able to serve and roles that we might not traditionally ask male faculty and staff to serve in. But I think that some of it, particularly for women, and I guess for minoritized faculty, too, is about the pressures that women sometimes face in the workplace around their careers and around advancement and wanting to make sure that they’re always going above and beyond to prove themselves. And we never want to say no, because you don’t know how that will reflect on you. And you certainly don’t want to be seen as less capable or not a team player or not willing to take charge or take initiative. So all of those things in ways work against folks and I think make it easier for us to continuously burden certain people with a plethora of requests.

Rebecca: One of the things that you both highlighted a little bit is that the faculty and staff who are regularly involved, regularly volunteering, regularly providing service, become more visible in these spaces. So those are the people that you think of first because they are visible. There’s a lot of faculty and staff who may actually be great folks for particular things but they’re just not as visible as well. I’m not really sure how we raise the visibility of some of those folks too, but I think that is just something that does occur.

Kristin: And part of what you’re mentioning is also that service really is a skill, and that when people do certain things they get better and better at it. So if the Dean is looking for an interim chair from outside of the department, the list of people who has both the skill set and the temperament and proven leadership skills, that’s a shortlist; that’s a very short list. Certainly, as people serve in more challenging roles, they really do develop unique skill sets that make them more easily tapped in the future. But on the other side of it, in asking newer faculty and staff to serve, I don’t know what you do, Kindra, but I actually, in the college, I look at a list, like, here’s the entire list of faculty and staff in the college. And I look down the list to make sure that I’m not just thinking about the people that I have run into and talked to in the last few days, or that have served in a similar role in the past, so that I can think about and tap people who could potentially grow from a service opportunity. So it is both a skill set, but also an opportunity for a lot of different people.

Kendra: That’s a great strategy. Kristin. Typically I try to ask around, I ask for referrals, I ask for deans or the provost or whoever, faculty who maybe live and work in those spaces already to provide recommendations. “Hey, is there someone that you know who’s up and coming or who’s looking for more experience in this particular area that could benefit from me tapping them to do this thing?” [LAUGHTER]

Kristin: One thing we didn’t talk about specifically, is the desire to have diverse voices in many of our service opportunities, and how that is unduly burdensome for some faculty and staff.

Kendra: Yeah, that’s a great point. And I think that’s a big conversation. On one hand, of course, you want representation, representation does matter. Like we say that all the time, and I think that we really, really mean it. But then again, it’s also very easy to fall into the patterns of “these are the diverse faculty that I see or interact with regularly, or who are very active in these spaces, so I’m gonna keep tapping them for the same things.” I think part of the solution to that or a path toward a solution is to make sure that we are centering inclusivity and belonging in our institutional priorities, and really thinking about how we help others develop their DEI skill sets and elevate their DEI practice, so that they can step into those spaces and be impactful and provide leadership and guidance in the way that we heavily sometimes rely upon faculty and staff of color, in particular, a diverse faculty to provide. It’s kind of a long path toward a solution, but I think it’s one way of really beginning to eliminate that problem of constantly overburdening diverse faculty and staff with requests.

John: And part of the issue is the underrepresentation on college faculty and staff of the groups that we have been referring to… and those same faculty and staff, though, often have more demands on them from students, because while our student bodies have become much more diverse, the faculty and staff have not been, and many students will reach out to people from affinity groups that are again, often somewhat limited on many of our campuses, which puts additional burdens on those faculty and staff.

Kendra: Yes, absolutely.

Rebecca: And that service… that’s often invisible, it’s easy to count or say like, “oh, this committee, that committee,” but I think advisement and mentoring that takes a lot of time and energy, and it’s not as well documented. Clearly Kristin already [LAUGHTER] raised the flag that we don’t have a great way of tracking these things anyways, but I think that, in particular, is something hard to quantify, because it doesn’t look the same for everybody.

Kristin: Yeah, I’ve been thinking about this a lot, and I think that one of the difficulties with this is that the recipient of the service is the student, which makes it highly visible for students, and almost invisible for faculty colleagues. So if you’re advising a student organization that is really active, they may be doing amazing work, and the work that a faculty member is doing as that advisor may be the thing that makes the difference in retaining those students and mentoring them to successful careers, but their colleagues may not see any of it, because it’s happening directly with the students and their colleagues are not going to the student org meetings, because their student org meetings, not faculty organization meetings. So not only is it downplayed sometimes in tenure and promotion materials, their faculty colleagues don’t catch that it’s downplayed. If they were serving in Faculty Assembly or on the Gen Ed Committee, or the Curriculum Committee, their colleagues would say, “Wait, hey, didn’t you do all of this stuff that you didn’t talk about?” But it’s both not given as much credit as sometimes it deserves at some universities, but it also is sometimes literally not recognized because people didn’t see them do it.

Rebecca: So why do we say yes to so many things?

Kristin: Why do we? Rebecca, I feel like you should ans….. No, I’m kidding. You’re actually very good at this.

John: I’m actually asking because I need some advice here. [LAUGHTER]

Kristin: Kendra, why do you say yes?

Kendra: Oh, man, that’s a loaded question. [LAUGHTER] It’s hard to say because it’s hard to say no. It’s hard to say no sometimes. And when you feel like someone is coming to you, because there’s a need that you can fill, sometimes you can get carried away with this idea that you are the person who has to do the thing, because if you don’t do it, it can’t be done. And then there are some of the other things we’ve talked about: the pressures of our careers, wanting to be taken seriously, wanting to be credible, wanting to be able to advance. You can often feel like your path to advancement is going to be barred at some point. If you keep saying no.

Kristin: The number one reason that I say yes, is one that Kendra mentioned, it’s usually because the ask comes from people I care about in professional terms, colleagues that I respect who are doing good work. And if they say, “Can you help me with this good work?” I want to say yes to them. And they’re often asking about issues that I care about… colleagues that are doing good work on things that I think are really important… I want to say yes to that. But I also say yes, because I am interested in a lot of things. And if people say, “I’m going to work on this thing that you haven’t worked on,” sometimes that’ll be a yes, because I just want to learn about that new thing. And when I learn about new things, that is a type of personal growth for me and I get renewed from that. So saying “yes” sometimes also means that I get that personal growth boost. Or there have been times when the ask has been like “You’re the only one who can do this, can you please step up?” …and I know that faculty have that implied experience too, not always like the explicit, someone literally says, “You are the only one who can do this, can you please do this,” but sometimes it’s just implied. And it can be a strong implication like ‘In your small department, you are the only tenured faculty, how about you become chair?” So I do want to question… just push back a little bit. If you stick around in higher ed for longer than about 15 years, you’re going to start realizing there are ways to get the business done, it is almost impossible that you are truly the only way, almost… not 100%, but like 95%. Now, I don’t want anybody to think that they’re really not irreplaceable, because everybody, at least at SUNY-Oswego, I think, is irreplaceable. But do you really have to do that one thing you really don’t want to do? Isn’t there another way that the institution can find a way to get the work done? And if you think about your colleague who’s really good at saying “no,” you see how that works, that there is a way that if this really is going to push you beyond your limits, there’s a way… there’s a way.

John: So what are some good ways of saying no to those requests that push you a bit beyond your limit?

Rebecca: …or that just provide inequity?

Kendra: Well, I think it depends. One of the things that we didn’t really mention was that the flip side of always saying yes, you know, there the positive reasons that Kristin really just highlighted, but there are also some more practical reasons that aren’t always so positive, like tenure, or time spent as an institution. For newer faculty and staff, it can be really scary, or unclear even, about how much can I say “no” to? What is a directive and what is an option? And if you’re new, if you’re not, I think too a lot of times, maybe at even a public institution where you do have some backing of unions, the employment structures are a little more forgiving. In some cases, it can be really scary to say “no” as a new person, a new faculty member, a new staff member. So I think that there have to be strategies for someone tenured and who have been in a place for a long time can employ that will work really well for them, that might not work so well for someone who’s newer. And it’s important, I think, to maybe flush out what’s a good idea for someone who’s been here for a while and what’s the strategy that a newer person might employ to say no.

John: For new faculty who are struggling with all the other commitments they have to do to be successful and advancing towards tenure, what are some good strategies to say “no?”

Kristin: I think it’s a good question that speaks to learning academic culture. And even if you’ve been around a long time, you’re still learning the academic culture, because your role is always changing. It’s a strategy that an Associate Professor uses or a full professor or someone who has transitioned from faculty to staff, there are all kinds of culture change questions. How do you negotiate this new culture? And the first thing I would say is to be clear what you need to do for your job. And if that’s, “I need to make tenure, so I need to publish this much,” if that’s “I now am in a staff position and staff often have less flexibility in saying yes and no, and these are the outcomes that I need to achieve to keep my job.” So part of it is being absolutely clear. You can say yes to 50 things right now. But if you’re on tenure track, and you don’t get your publications, your master service is not going to pay off. So being very clear on what your job is. And if you don’t know, which is a real possibility sometimes, you develop your kind of committee of mentors. Who do you go to and say, “Hey, I got this really interesting request” or even like “I got a cold outreach from a publisher to write up my course as a textbook. I got a cold outreach from this person I don’t know on campus to fill a university wide-service role.”? You got to have somebody to ask So developing your committee of mentors, not one mentor, but your committee of mentors, because they’re all going to have a different view. And then you combine that with delay, especially like the sidewalk ask, you know what I’m talking about, right? Or like I caught you after this meeting, or I’m just going to do this quick ask. So the first answer is to delay. Say “that sounds like a great opportunity. Let me think about it for a day or two and look at my other commitments,” delay, then you go to your committee of mentors. And if you don’t literally have one, John, you had this great book for a new faculty reading group in the fall Thriving in Academia. And I think you also did a podcast, right?

John: We did, with all of the authors.

Kristin: So in Thriving in Academia, there’s a table, a little flowchart, a flowchart that says, with this service request, what do you think about first? And what do you think of next? So if you can’t go to your committee of mentors, you can go to these three authors, as your committee of mentors and check the flowchart. Does the flowchart say you should do it? Or does the flowchart say, Oh really, think hard about this one. This is a no. What would you add? Kendra?

Kendra: I’m just thinking about myself now. How do I usually say no? And now I’m wondering if I say no often enough? [LAUGHTER] Probably not sometimes. But when I do say no, on the rare occasion, what I try to do is also think about who I can point to, to the person asking me for whatever, to actually fulfill the request. So is there someone who’s better suited to complete this project or do this thing than I am? I think about resources. And I try to make sure that rather than just saying a flat no, and leaving someone hanging, I’m pointing them in the direction of someone who can help, someone who can fill the need and hopefully benefit from it, not just someone that I can shove the work off onto, but someone who can really fill the need, benefit from fulfilling that need, and it can be a mutually beneficial situation. I also think about just being mindful of self in those moments. So re-centering self care, we talk about self care all the time in higher ed, we write about it, we research about it, I think we’re actually really bad at it a lot of the times. You have to really center yourself. When someone is making a request, you have to think about yourself. What am I able to do? It’s like they always say on the plane, you have to put your oxygen mask on first, before you put someone else’s oxygen mask on or else both of you will be out of luck. So I think in those moments, you have to really be mindful about centering yourself and tuning in and knowing where you are: what your bandwidth is, what can you give, and is it something that you can do and still be healthy and still be whole and still be able to do all the other things that you’ve already signed up for, that you’re already responsible for? So I don’t know that those are necessarily strategies, per se, but they’re things to think about when you say no. Sometimes you just have to say no, very clearly and concisely, [LAUGHTER] you can’t do it.

Kristin: Kendra, do you have a script in mind when you say no? Like, do you have the words?

Kendra: That’s actually a really good question. I think when I do say “No,” it’s usually something very pleasant. Like, “I’m sorry, I’m not able to do that.” Sometimes I’ll literally just say, “Unfortunately, I don’t have the bandwidth, but here is someone who might help.” Or “here is another option,” maybe another way of accomplishing this task, another group of people who are already doing this work and can give you some additional assistance. So it’s usually like the nice thing that like the pleasant but clear, “No, I’m not able to do that.” And then the “but here’s how I can help you by sending you in this direction or sending you towards these resources.” That would probably be my script.

Kristin: And part of that is because I think your role is unique. And so when people are asking you, they’re really asking you. [LAUGHTER]

Kendra: Yes.

Kristin: So being able to provide another alternative, or another way that you could contribute, is a really nice option. In other choices. There could be just “That sounds like a great opportunity, but right now, unfortunately, I don’t have the time. I look forward to seeing what the results are. I look forward to seeing the report from that committee.” And no, of course, you don’t always have to provide an explanation. You can just say, “No,” you don’t have to say “I’m too busy.” You can just say no. But perhaps that person is going to be someone you’re asking to serve in the future. So it can be nice to continue to develop the relationship even if you have to say no. Something that frequently serving people sometimes forget that they can do is also think about how much time this commitment is going to take and asking for that time back. So let’s say you’re in a small department and your colleague is injured and is out for half of the semester in the course that only you can double up on. So this is one of those where you’re almost irreplaceable, there really isn’t anybody else who can step in. And you know that if you’re injured in the future, you’d really like your colleague to step up. So there’s a little bit of a social contract where you want to say yes, but that’s a significant time commitment. So what are you going to lose from spending your time on that and how can you get it back in the future? So you could ask, if the area of your rub is really financial, you can ask for extra pay, and you probably should get extra pay either way, because it is extra work. But if your area of rub is research productivity, that you’ve been really trying to write, you can say, “Well, if I’m going to do this, then I need a course release the next semester” and negotiate for the thing that you are having to sacrifice to see if you can get it back in a different way. And that is not an unusual thing. So it wouldn’t be like the weirdest thing that anyone has ever asked for, even if you’ve never thought about it before, someone else has thought of that and asked for it before. So you can always ask, what is your trade off =and how can you trade that back? If you’re a junior faculty and your chair is asking you to do something that you really don’t think you have the time to do, but you’re a little concerned about the chair ask you can say these are the things I’m doing right now, w hat would you suggest I take off my plate? How would you suggest I reorganize this? I’d love to say yes to this, but right now I don’t have the time. How would you suggest that I prioritize so that I am ready for my next tenure review? So there are ways… there are ways. But it is good to have a script in mind because we can all say “no” when we’re actually not being asked to do anything, you could just make one up right now. But if you’re in a higher pressure situation where someone you care about their opinion is making an ask right at that moment, it can be hard to come up with an answer unless you already have one in mind. So “that’s a great opportunity. Let me think about it for a couple of days.” Go ahead, use that one, just go right ahead. Even if it’s me doing the ask, you can say it right back to me, I’ll be okay with that.

Rebecca: One strategy I’ve used too is, in that delaying tactic, is always asking for clarification: what the responsibility will be, what the time commitment will be, what the meeting schedule is, so that you actually have enough information to make an informed decision. Because often the ask doesn’t come with all that information.

Kristin: And you know what happens when you ask those questions, right? The person making the ask is like, “Oh, I don’t have answers to all those. We should have goals and a timeline.” … you know, good stuff.

Rebecca: Sometimes you really want to say yes to something because it just is very appealing for whatever reason. What are some strategies so that you can say yes? We’ve mentioned negotiating for time or other resources. But the other thing that I think about is you look at all the things on your plate, and see what are some things I could roll off of, if I want to roll on to something new? Or if I want to pursue something different? What can I get rid of or step away from? Are there strategies for being able to step away from some of the things that you were committed to before that we could think about in terms of strategies for ultimately saying yes, but saying no to something else? [LAUGHTER]

Kendra: One of the things that we didn’t necessarily mention before in the saying “no,” but that applies here is this idea of acting as a consultant. So if a great opportunity comes up, and you really want to say yes to it, but you have a whole bunch of other things that you’ve already committed to, it might be a great time to reevaluate those other things and determine what are the things that I really need to put the legwork into and be boots on the ground on? And what are the things that I can provide a perspective on or give some guidance on in a more passive way, that then frees me up to maybe actually do the heavy lift for this other opportunity? That’s really great that I really want to be involved in. So I think that’s one way to move yourself closer to a yes [LAUGHTER] and an offload of some of the other things that might be standing in the way of that “yes,” Kristin, if you have any thoughts?

Kristin: Yeah, and again, thinking about I say, a five year plan… some people actually have those. I’ve never had a five year plan. But I admire people who do. But I do have my idea of my career trajectory, what I find really rewarding and what I don’t. And when I’m offered a service opportunity that aligns to the things that I find really rewarding, that it is exciting and I’ll learn something new about, and be able to contribute about things that I value, I want to say yes, even if it’s really time consuming. So yes, I look at the combination of things that I’m doing, think about how they contribute to both the things that I value and what the institution has hired me to do, because I do have a job that I have to do. And there are always ways to rollback your commitment on some. Many service opportunities require only an intermittent time commitment, you got to really hit it hard for a couple days here and then you can back off for several months, and figuring out how to fit that together. And consult, consult, consult, ask other people, I actually used the flowchart myself in the book at one point a couple months ago saying, “Oh, this looks interesting. Should I do that?” My flowchart says no. [LAUGHTER]

Rebecca: And the flowchart can’t possibly be wrong. [LAUGHTER]

John: Actually, the flowchart most often says no, because of concerns about faculty taking on too many responsibilities.

Kristin: Yes, because the first question in the flowchart is, “Do you have the time?” which leads you to “no” a lot of the time but it was also of low institutional value and not really important to me and not really important to anyone else, and I didn’t have the time and like “flowchart says, “no.” I was like, “well, probably right, [LAUGHTER] those are all good points that I should have been thinking more about.”

Kendra: Well, Kristin, I think to your point, too, about going back to your five-year plan and think about your career trajectory, and how well the things you’re involved in are serving you toward that end, it is absolutely okay to go back to previous commitments, and say “I had a wonderful time, this has been a great opportunity. I’ve learned a lot. but this doesn’t necessarily fit anymore in my larger plan. This might not be as helpful for me in my trajectory as it once was, and so I’m going to maybe end my involvement as of such and such a date.” Sometimes it helps to give folks a timeline on your end, clearing your plate for other things doesn’t mean that you have to immediately walk out the door on whatever else you had going on, right? …It’s probably not advisable, actually. But I can tell you that I’ve reached out to folks to ask them to serve on things or to participate in things that they’ve been participating on. And they’ve had really nice responses that are like “Kendra, I really appreciate this opportunity. I’ve really enjoyed the work that I’ve been doing, but I’ve taken on some new responsibilities that are more in line with some of my other interests or other needs or professional development, and so I won’t be able to participate in this anymore.” And I can’t be upset about it, it’s a lovely response. And I totally understand that folks want to develop, they have other interests, they need to be able to spend their time and spread it around sometimes and they’ve really been helpful to me in the time that they were able to engage in the thing that I needed them for. And I’m more than happy to say, “We’re going to miss you so much, you’ve been amazing, but I wish you the best of luck in this new thing that you’re really interested in. And let me know if I can be helpful to you.” Or let me know if these two different interests have any synergies or if there’s ever any way we can collaborate in the future. So it’s certainly okay to sometimes walk back from previous commitments very tactfully and very appropriately, but it can be done.

Rebecca: I think it’s also possible to say yes to just a part of something…

Kristin: Yeah.

Rebecca: …like, maybe the ask is like this big, like, it’s huge, but what they really want you for, or where you could provide the most value, is during a brainstorm session, or designing how something might be implemented, but not actually work on the implementation. So there’s a way to sometimes contribute without committing as much as the ask was originally.

John: …and defining a scope upfront.

Kristin: Yeah, that’s a great point. With all the searches that we do, I hear a lot from faculty about the incredible amount of time that goes into searches, and different ways that departments organize them that burden some people versus the others, but I think that’s a great example. If you can say, ”I’m gonna take candidates out to dinner,” which is a huge time commitment, but it’s very focused, it only happens during the visits, “I don’t have time to review all of the applicants and to serve on the committee in that sense, but I can take them all out to dinner,” there are trade offs that can work better for life in the way that your time is structured, that you can see that other people can’t see. So nobody’s going to suggest to you, how about you just do part of this, but they may be very open to that response.

Kendra: I would say in 9 times out of 10, someone’s asking you to do something and your response is, “Here’s the piece that I can do, I’m not able to provide assistance in these other areas,” that person is going to be more than happy with what you are able to contribute. So those are great points and great ways to be able to clear room to say yes.

John: What are some of the differences in the constraints of faculty and staff when they’re being asked to engage in service roles?

Kristin: I think the differences there are really baked into the differences in the roles, that faculty are expected to serve institutional priorities, but in some ways, almost work as independent contractors. It’s like ”here’s work to do, figure out how you’re going to get it all done in this amount of time, we’re going to come check on you in a year, see how you’re doing,” whereas staff are expected to stress institutional goals on a day-to-day basis. They work much tighter in teams, and their collaborative skills are usually much more highly valued. And because of that, if a faculty member says no, the expectation is well, that’s because they’re busy doing the other stuff that they’re supposed to do. We don’t even need to ask them what that is right now, because they’re hopefully writing. But if a staff member says no, in some ways, it’s weird. Staff say yes. Because so much of their work is being asked, being asked to lead, being asked to run a program, being asked to show up at 11 o’clock at night to serve a midnight breakfast… being asked, and the expected answer in many cases is yes. So being able to constrain the role and say no is often more fraught for a staff member. Kendra, what has been your experience working with staff and helping coach them to shape their time as much as they can?

Kendra: Yeah, that’s a great way to articulate the differences between faculty and staff, I think. I don’t know if faculty have performance programs.

Kristin: …not like that, not like staff do.

Kendra: Yes, exactly. Staff have sometimes very prescriptive performance programs that literally layout, area by area, theme by theme, what all of the duties and expectations are going to be. And then of course, there’s the other duties as assigned. So it can be very difficult for a staff member to say no, and it can also be very confusing, I think, in some cases for staff to understand “What are the things that I can potentially say ‘no’ to? What are the things I’m given latitude on to exercise autonomy and say, ‘No, I’m not interested in this,’ versus what are the things that are more imperative.’” When working with staff, what I try to do is be very clear with the folks I work with, with my colleagues, about what are the expectations and the needs versus the options and opportunities. So I tried to be really collaborative with colleagues and say, “Hey, there’s an opportunity that’s coming up,” or “there’s a need that needs to be filled, you have expertise you have, whatever the reason, I see you as a great fit for this.” Now, the conversation can then go one of two ways. One way, which is what I try to always have it be is, “Please let me know what you think. What are your thoughts about this opportunity? Are you interested? Is this something that you would want to do?” And that gives the staff member agency to think about what’s on the table and to make a decision about whether or not they want to be involved. The other option is to say, “This is something that needs to be done. you’re the person strategically for the job, so I really need your help in completing this.” And that’s less of an option, but at least it gives folks and understanding of like, okay, this is not necessarily optional. This is something that I need to do to be a strategic and fully collaborative member of this team. So sometimes it can be a little tricky. But I typically find that if I’m really transparent with my colleagues, and let them know, “Hey, here’s what I’m thinking about. Here’s why this makes sense. And this is either something that I’m offering to you that you have agency to say yes or no about, or this is something that is part of our strategic plan that I really need you to be responsible for. And here’s what you being responsible for it looks like.” Folks seem to deal with that really well. I think it’s much harder for staff when there aren’t clear expectations and when they’re also not given any input in decision making, when you’re just “voluntold.” …not even really voluntoldl, like literally just, “this is what you’re going to be doing.” It’s always better to include folks in the decisions that you’re making, and to provide as many opportunities for options as possible.

Kristin: Absolutely, you can see the differences in other ways too, like if a faculty member is asked to serve, usually no one is asked except the faculty member, the department chair isn’t asked, the dean isn’t asked, unless it’s someone like, “Can you think of anybody?” and then you suggest them, but usually it’s straight to the faculty member and it’s up to them to figure out whether or not they want to say no. Oftentimes, when staff are asked to serve in different roles, their supervisor is asked first, could you release them for this? Would it be okay with you if they do this? And sometimes faculty who move into administrative roles will start to experience that difference in culture in subtle ways and may not understand, like, what is happening around them? How come when I’m in this committee meeting, only the faculty say no to something. the staff say yes, or how come when I approached this person for help, I got a little cranky email from their supervisor. So it’s good to know that there’s a difference and also to respect that the two kind of different cultures, that both have a role and their pros and cons, and to know what you’re stepping into when you’re asking people to do things.

Rebecca: I think this highlights a little bit of what you were mentioning before, Kristin, about knowing what your role is or what your position is. Because sometimes staff would also have the opportunity to ask a clarifying question like, “How does this fit into my performance plan?” or “How does this help us meet the goals or initiatives that my division or my group is meant to be achieving?”

Kristin: Absolutely.

Rebecca: Because if there’s not alignment there, then that’s a pretty easy “no.”

Kristin: Absolutely. Do either of you two have strategies that have worked for you?

John: I have never been very good at these decisions. Rebecca?

John: I say no, sometimes.

Kristin: How do you do it?

Rebecca: I’ve worked really hard to make sure, and it took a long time to do this, but to align my scholarship and research and creative practice with service and my institutional responsibilities. And there’s pretty good alignment with those things at this time. And when something seems like it’s not in alignment, that’s when I have a pretty clear “no.” When it does seem aligned, that’s when I have a harder time saying “no.”

Kristin: And you don’t want to.

Rebecca: Yeah.

Kristin: That’s a great strategy. And the people I have known and worked with that say no the best, they have developed over time clear guidelines, very much like that. I worked with someone who was really good. This is something I could never do. I could never say no to a student who wanted to work with me in research. I don’t think I’ve ever said no to a student who wanted to work with me in research. I have occasionally matched them to someone who’s a better match. That’s different. But he was very good at saying no to students who wanted to work with him in research, which was like my Achilles heel, but he just had very clear guidelines: “I only work with students who are at this point, X, Y and Z,” and they were not unreasonable things. And then he would say yes to those students. And it opened up time for him to really mentor them. And I’ve been lucky to work with people like you and him. You have a way that you approach your career that you have thought about. This is where my limit is, so I can say yes to these students who want to work with me and really work with them. But I can say yes to this giant time commitment, because I know it contributes to my research and to my service,

Rebecca: I think that it can help to also just have colleagues around you who say “no.”

Kristin: Yes.

Rebecca: …and seek out that camaraderie. [LAUGHTER]

Kendra: I think that’s a great point. And it goes back to something Kristin said about when you’re that faculty member, you don’t understand the faculty staff. dynamic and you reach out to a staff member to ask for help and get a cranky letter or cranky email back from their supervisor. That does happen. But the reality is, I think we need to, again, be more supportive, particularly of newer colleagues. I’m thinking of new staff very specifically, and I’m thinking about this from the perspective of a supervisor. I think it’s really important when we’re mentoring new staff, and helping them develop professionally and think about what the next steps are for them, we also need to provide some additional support to them in helping them to say no, helping them to really prioritize and think about what serves them and what doesn’t. And one of the things that I’ve said to folks that I’ve worked with in the past is they’ll come to me and say, “Well, Kendra, someone’s asking me to do this, or this or that, and I’m not really sure that I want to do it, or I just don’t know.” So like, okay, let’s talk about how this fits into your professional trajectory. Does it makes sense for you, does it make sense in the work that you’re doing? And if the conclusion that we come to is really no, this doesn’t serve you, then by all means, feel free, if you don’t feel comfortable saying to this person, for whatever reason, no, if you’re too new to feel comfortable doing that, then by all means, I’ll be happy to reply as your supervisor and say, “This is not going to work, this doesn’t fit into whatever,” I’ll just say no for you. Or you can always feel free to say, I spoke with my supervisor, she doesn’t think it’s a great time for this, I don’t have the bandwidth. Feel free to throw me under the bus. Because I do think that part of what I have to help folks learn is, of course, how to advocate for themselves and how to be full adult professionals, but it’s also to be supportive, and to help them to kind of get their legs under them. And sometimes part of that is helping them say no.

Kristin: Awesome,

John: We always end with the question: “What’s next?”

Rebecca: Please tell us how you’re going to redo higher ed [LAUGHTER] and make this better?

Kristin: That would be awesome. And you know, the funny thing about that question is that it’s always a problem that we don’t keep track of service better. But the other side of me is like, “Oh my gosh, what a pain that would be, a huge amount of work for very little payoff.” Is there a better way to do it? So I don’t have an answer on what’s next for supporting service, except to be more proactive in my request to say this is what the commitment is, let’s talk about your current commitments and how we can shape what you’re doing to support both what you want to get done and what I’d really like to ask you to do, [LAUGHTER] not just the single ask, yeah, not just like, here’s the one thing, but instead to ask in a more comprehensive way.

Kendra: And I also don’t have any solutions for fixing higher ed, unfortunately, at this time. [LAUGHTER] But I do think that we can also make sure to just model the behaviors that we’re talking about, again, just being mindful of our own personal practices and making sure that we’re not just talking about saying no, but that we’re actually doing it for ourselves and so that the folks that we work with and work for can see what this looks like and be mindful for themselves too, about how they need to think and work through this space. I think that’s one small thing we can do.

Rebecca: Well, thank you for joining us.

Kristin: Thank you. It’s always a pleasure.

Kendra: It’s been fabulous. Thank you so much for having me.

Kristin: It’s great talking to both of you.

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John: If you’ve enjoyed this podcast, please subscribe and leave a review on iTunes or your favorite podcast service. To continue the conversation, join us on our Tea for Teaching Facebook page.

Rebecca: You can find show notes, transcripts and other materials on teaforteaching.com. Music by Michael Gary Brewer.

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208. Efficient Mentoring and Communication

Most successful academics have been influenced by mentors who provided support, encouragement, and guidance. Maintaining effective mentoring relationships can be difficult, though, for academics facing increasing demands on their time. In this episode, Adaira Landry and Resa Lewiss join us to examine strategies that we can adopt to use our time more efficiently when mentoring students and colleagues. We also discuss strategies that we can use to help foster a more compassionate email culture in our workplaces.

Adaira is an assistant professor at Harvard Medical School, Harvard Medical School student advisor, and an emergency physician, and co-chair of the Diversity Inclusion Committee within the Brigham and Women’s Hospital. Resa is a professor of emergency medicine and radiology at Thomas Jefferson University Hospital. She is also the creator and host of the Visible Voices podcast which covers topics on healthcare equity and a variety of interesting topics.

Shownotes

Transcript

John: Most successful academics have been influenced by mentors who provided support, encouragement, and guidance. Maintaining effective mentoring relationships can be difficult, though, for academics facing increasing demands on their time. In this episode, we examine strategies that we can adopt to use our time more efficiently when mentoring and communicating with students and colleagues.

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John: Thanks for joining us for Tea for Teaching, an informal discussion of innovative and effective practices in teaching and learning.

Rebecca: This podcast series is hosted by John Kane, an economist…

John: …and Rebecca Mushtare, a graphic designer…

Rebecca: …and features guests doing important research and advocacy work to make higher education more inclusive and supportive of all learners.

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Rebecca: Our guests today are Adaira Landry and Resa Lewiss. Adaira is an assistant professor at Harvard Medical School, Harvard Medical School student advisor, and an emergency physician, and co-chair of the Diversity Inclusion Committee within the Brigham and Women’s Hospital. Resa is a professor of emergency medicine and radiology at Thomas Jefferson University Hospital. She is also the creator and host of the Visible Voices podcast which covers topics on healthcare equity and a variety of interesting topics. Welcome Adaira and Resa.

Adaira: Thank you!

Resa: So great to be here.

John: Our teas today are…

Adaira: Black cherry by Jenwey Tea.

Rebecca: That sounds good.

Adaira: It’s really good.

Resa: I’m drinking herbal black licorice by Stash.

Rebecca: Wow, we got fancy-time teas today.

Adaira: These are fancy teas. [LAUGHTER]

Resa: We’re very serious people, including regarding our tea.

Rebecca: That’s very important. So you are in welcome company here. I have a HarSha, which is a black blend from a local privately owned Tea Company in the Finger Lakes in New
York.

John: And I’m drinking a commercial blend of ginger peach black tea from the Republic of Tea.

Rebecca: A favorite.

John: It is one of my favorites.

Adaira: Yeah, I like their teas. I just bought their white peach, actually, and it’s really good.

John: The white ginger peach?

Adaira: White ginger peach. Yeah, I just bought the white one, it’s so good. Those are some really good teas.

John: We’ve invited you here to discuss what you referred to as “fuel-efficient mentoring” in an article you co-authored in the Harvard Business Review last year. Pretty much all faculty members can look back and think about mentors who are really influential on their path to higher ed. And we all play important roles as mentors to our students and to our colleagues. But that role can be challenging given all the other pressures we face, especially during the pandemic, which has been going on for a while now. So could you tell us a little bit about the origin of fuel-efficient mentoring?

Adaira: So fuel-efficient mentoring, that article came about probably during the height of the pandemic when Resa and I, we’re emergency medicine physicians, we’re busy, we’re in academia, so we have students and residents we’re training, we’re educators, so we’re teaching all the time, and we felt that we had to pick and choose our priorities in a different way than we were used to. We’re putting forward the shifts, we’re putting forward the protection of our health, and probably de-prioritizing the way we used to support and train others. And we came together to discuss, basically, this concept of: How do we efficiently mentor and support people during this pandemic? Because we felt that it was being pushed to the backseat. And I will say I was a little bit inspired by something that I was doing via Twitter, which was bringing together students who were asking me to mentor them individually and putting them all together onto one Zoom. Just because I was stretched thin, and I was stressed out from the pandemic, I thought, well, wouldn’t it be more efficient to mentor eight or nine students within one hour, than each of them as one-hour meetings separately? And that was probably the start of it. Resa branded the idea as fuel efficient, that’s one of her many talents, because, really, the idea is to preserve ourselves. I think all of us love to educate, all of us love to mentor. But we only have so much time in the day, and we only have so much energy. And so, by being protective of ourselves, we’re able to really mentor people and spread our knowledge in a much more efficient way.

Rebecca: It also seems like then you’re also modeling good ways of finding balance and protecting yourself and things to your mentees as well.

Adaira: Yeah, I mean, I think what I would say about mentorship is that it’s historically been undervalued, under-recognized, but something that is really, really expected of a lot of educators to do. And we wanted to write about it, we wanted to make this a scholarly mission for ourselves to help normalize like, hey, this is something that we can be strategic with, this is something that we can be recognized for, this is something that we can scale. And really bring it up to the standards of, let’s say, someone who does research or gets large grants. Mentorship is a really important part of career development but we have found, personally, that it’s not necessarily recognized in the same way as others.

Resa: And I’ll add that I think people think mentoring is almost binary, this or that. Whereas one of the aspects of mentoring that we worked on is redefining and broadening the definition. Mentoring can take all different shapes and forms, all different styles, all different ages and stages. I think one of the biggest mistakes regarding mentoring is that you’re trying to mentor people like you or look for someone as a mentor who’s like yourself. And, I mean, we think that that’s very limiting, and it may not work out well for you or the mentee. And in fact, those people who seek to do that are usually looking for solely self-fulfilling prophecy. And I’ll say that’s what I saw. When I was finishing my residency training, I had attendings, teachers, pull me aside, and their advice to me was very much self-fulfilling prophecies: follow their path, do what I’ve done. And it almost seemed more to serve them than it did to serve me. And Adaira and I, when we start riffing on mentoring, she knows I really love the concept of peer mentoring. And some of my first peer mentors were my college classmates. They’re not physicians, they’re not in academics, but, wow, can they provide me some of the most useful pearls and pieces of guidance. And one of the highlights of the mentoring process that Adaira just described is those students, those mentees, get to know each other. And so, a psychological safety is created, they get comfortable asking questions in front of each other. And then when Adaira leaves the Zoom room, they have now developed a relationship with each other, and can take some of their own skills, their own questions, their own processes, and their own paths, they can walk on those together.

Rebecca: Such a great point. I know from my own experience that some of my best mentors have been people who are incredibly different from me, and are even in different fields that I am. [LAUGHTER]

Resa: Yep, 100%.

Adaira: Totally, mm-hmm. Yeah, it’s really important to think about who can offer you a different perspective that you hadn’t yet considered. And so I definitely think stretching yourself beyond the field you practice and beyond the institution in which you work is a great start.

John: On our campus we have a formal mentoring program for faculty where everyone is assigned a mentor. And often that will evolve and people will develop their own mentoring networks. But during the pandemic, a lot of those mentoring relationships were perhaps a little bit less strong than they might normally have been, and there was a lack of those hallway conversations in the drop-in to chat about problems. So we put together a group mentoring process where we had a mix of relatively recent younger faculty and some older faculty who met with all the new faculty in a group. And that peer mentoring component of that worked really well because people are going through the same experience and sharing their experiences among themselves can be really helpful. And doing that with students as well strikes me as being a really good idea that, probably, is underused.

Resa: If I could dovetail off of what you just shared, the concept of the structured mentoring programs. I think sometimes those work, and sometimes they don’t work, and we’ve all had those experiences. And when people ask us, “How do you create these relationships and what works, what doesn’t work?” What we found is a few things. So, number one, you try it out, if it’s not working, you don’t have to stay in that mentor-mentee relationship, it’s okay. And in fact, by clearing out a relationship that isn’t really organically growing and going, you’re opening yourself to other new relationships. Adaira has a really good recipe and formula. It’s not 100% foolproof, but it’s a really good recipe for a mentor- mentee relationship to work.

Adaira: Yes, I like it when a pairing has three different things that synergize nicely. And the first is that there are similar energies between the two people, meaning their personalities are complementary of each other. And there’s a similarity, there’s a familiarity that allows people to feel comfortable, naturally, around that other person. The second is when their schedules align, meaning if someone is very, very busy, and the other person is super open and wide, and expects their mentor, for instance, to be just as available, that can sometimes cause a collision. The third is that there’s an overlap or a nice complement to the knowledge gap that one person has and the knowledge that the other person can provide. And so, to me, I think a successful relationship can align along the energies between the parties, the schedule, and the knowledge. And it’s nice when you have all three there. I don’t think it’s absolutely critical, but that’s the ideal.

John: And you also suggest when there’s a formal mentoring relationship, that you share a document in which you talk about the expectations. Could you talk a little bit about that, and why that might be important?

Adaira: I think it’s important to just be clear and direct upfront. And the document doesn’t have to be a formal document that gets notarized, we’re not sort of saying those sorts of things. [LAUGHTER] But we’re saying to write it out, to say it, to make it concrete, as far as what are your expectations. And when I talked a little bit earlier about the three things that are there—energy, scheduling, and knowledge—honestly, the scheduling part, the time, is probably one of the biggest reasons why a relationship could fall apart. Is that someone’s expecting, perhaps, to extract more time from the other or less, or there could be some sort of a malalignment there. And so it’s really important to express upfront, “These are things I can help you with, so I can help you with finance, but only about maybe a few hours over the course of the year, I’m happy to contribute that.” And it seems uncomfortable to express that, but we’re used to, sort of, doing this in other relationships in the world. Let’s say I’m working with a real estate agent. I know offhand how much time he’s willing to devote to that relationship because he’s expressed that from the beginning. And I think in the world of mentorship we feel uncomfortable making it feel like a transaction or giving it that formal nature. But I will tell you, it feels good to just set that expectation up because it feels really bad saying no to someone, it feels really bad saying no. And so if you tell someone, “I’m happy to meet with you once a quarter,” and you say that from the beginning, then it’s out there, it’s out there. And they know that that’s the rules of the relationship. But it’s really tough when you’re expecting that once-a-quarter meeting, and then they start emailing you every month, or every other week, and now you have to say no, now you have to add them into your calendar. And now you start to resent, maybe not the person, but you might resent signing up for the relationship or signing up for the opportunity, or resent the fact that you didn’t say something earlier. You just start to have these negative feelings, and I think that’s not great. So, to me, expressing things upfront: How you’re going to meet, how often you’re going to meet, what are you meeting about? Who’s setting up the emails? All these sorts of things, I think it’s really important to say that upfront.

Rebecca: Are there other strategies or other key pieces of information that we should make sure are in documents or agreements in these relationships to help make sure that they’re nice and healthy?

Resa: One of the points that we emphasize, that I think is an “aha” for mentees, is that they have to play a role in this relationship. It’s not one sided, it’s a back and forth. And, in general, once you state roles, responsibilities, and expectations, people can either deliver and rise or they don’t. What I’ve seen when people have spoken with Adaira, spoken with myself, and read this article, they’re like, “Oh!” like there’s a light bulb that goes off on the mentee side that, “I have a role in this.” And I’ve been surprised, gladly so, that I have mentees say, “You know, I know I’m responsible for reaching out to you, I will follow up with you, I will offer dates.” I’ve recently been reading a book about habits of highly successful people, the classic, and proactivity is rule number one. And so this proactivity, that people need to be the ones to play the role, to outreach to the mentor, it’s been nice to see and it works.

Adaira: And the other thing is really normalizing that not every meeting has to be an hour long or even 30 minutes long. Some meetings can be 20, 10 minutes, 40 minutes long, I mean, you can change it and you can sort of titrate to their needs and what the topic is. But this idea of just because you’re going to meet with the person, you have to block off an hour of your calendar, I think can cause people who are already very, very, very busy to say, “I don’t have time, I don’t have time to do this.” And so what helps us to figure out the purpose of the meeting, the content that will be discussed, and think about: What are the venues? Or what are the media that I can use to meet with this person? And what is the necessary timeframe for us to meet? Every once in a while someone will send me a calendar invite, and that’s speaking to what Resa said earlier, the mentee, I have them send me the calendar invite with the Zoom link or the location in which we’re going to meet. And they’ll put it for an hour and I’ll say, “I don’t think we actually need an hour to discuss your schedule for the next two weeks and how to prioritize your schedule for two weeks. We can do that much faster.” And so, it might require you to sort of train them to be efficient with how they present themselves for a meeting and come up with an agenda. But the goal is to really try to titrate the length of the meetings so that it’s appropriate for the content to be discussed.

Rebecca: Seems like a good rule in many contexts, not just mentorship. [LAUGHTER]

Adaira: Correct, that’s true.

John: Does all the mentoring have to take place in meetings, either in person or remotely?

Resa: Absolutely not, and I really am glad you posed that question. I was thinking as Adaira was sharing, that we have fallen into this virtual Zoom world. A lot can get accomplished back and forth via email, and what I was thinking as you’re setting up the meeting and saying, “Hey, we probably can meet in 20 minutes rather than 60 minutes,” there are a few items that you can actually clarify. And I have a meeting upcoming today and it’s with four people, we’re talking about authoring a paper. And the goal of the meeting is for it to be a working meeting on the document, but we were able to clarify ahead of time, by email, authorship and sort of goal publication location. So there’s certain things that you can do quick, the quick back and forth, or the quick items that you can accomplish in one email, then allows you to clear it off, so when you actually have the meeting, you can focus on what you need to focus on. And one of the things that we like a lot is walking meetings, like, everybody reads about walking meetings, but not a lot of people actually do them. And the beauty of a walking meeting is you’re walking side by side, and there’s a comfort and a psychological safety that develops. And what I found after having a walking meeting is there’s almost a connection with a colleague, a connection with a mentee that wasn’t there before. Because you’re in nature, you’re walking, you’re breathing, and you’re sort of bringing in good energy and allowing yourself and your mind to open in creative ways.

Adaira: Even if you’re not side by side, like, sometimes I just have my meetings while I’m walking by myself outside. And it’s just good to be out there breathing clean air and outside of the computer region of my life and just separating myself. I will do that even if I’m meeting with someone over the phone.

John: You also suggest in that article that it may be useful sometimes to invite the people you’re mentoring to professional development activities or professional activities that you would have been attending anyway so that you can use the time a little bit more efficiently for the purpose of mentoring, as well as for whatever purposes you were using that time for anyway.

Resa: I really like that one. So it’s so much fun, as we’re slowly returning to in-person or other professional events, and even virtual professional events, to invite someone in. Number one, yes, you’re accomplishing the mentor-mentee meeting. Number two, you’re modeling, you’re modeling conversations, you’re modeling behaviors, you’re also networking and helping your mentee network and meet other potential mentors, sponsors, coaches. So it’s very efficient, very effective, and I think I’ve been on the receiving end of such invitations when I’m the mentee. It opens up your world, and it allows you to sort of watch how someone else is doing it, someone who you admire and respect. And you can pick up a lot of information in those ways.

John: And one other thing you discussed in that article is using email when possible, which actually ties into another article you wrote in March 2021, on what a compassionate email culture looks like. Could you tell us a little bit about how a compassionate email culture works and how it can play a useful role in mentoring?

Resa: So the concept of compassionate email, I think, is really important now. Bob Walker, who’s the Chair of Internal Medicine at UCSF, has been placing messages on Twitter about burnout and physician burnout, and actually how much email and the email culture is contributing to that. So we all know we’ve been home, we’ve been virtual, and people are much more in front of their computers or laptops. So you could argue that the inbox has exploded. And Adaira is the one that came up with this idea of writing an article about compassionate email. And the concept is, we don’t have to email as often and as much as we have been, and in fact, we can be pretty efficient about it. And the emphasis in the articles we read were always about protecting yourself, protecting your own inbox. And in this article, we flipped the switch. We said, “No, we want to protect other people’s inboxes.” And I’ll let Adaira start elaborating a bit.

Adaira: You know, I think it comes from our perspective as physicians. So physicians love to care for patients, that’s what we do for a living, but we’re really bad at caring for ourselves. And so, I think for many of us, that’s where we fail when it comes to our in-basket, our inbox, is that it’s hard for us to protect our own inbox, because we would write things and get all sorts of newsletters and emails that just come in, you just feel so overwhelmed. We thought, well, maybe we should think about how we can protect other people. So that was sort of the impetus for that article, was thinking more about creating a culture and being responsible for creating a culture or helping to create that culture, where email isn’t something that you just do whenever you want, you’re thinking about the other person. And so there are different ways in which you can do that, we discuss many of those in the article. I will say one thing that I think is really the secret sauce, is considering the BCC. The BCC has a bad rap, it’s a “blind carbon copy,” it has a bad rap of being something that can be used maliciously, and if you read a lot of articles about it, you will see that. But the BCC is actually a really nice strategy, especially when you’re sending out an email to 100 people, or 200 people, or even, honestly, anything greater than, like, 15, 10 people, you can BCC them. And, in your subject line you write, “Attention: teachers,” “Attention: principals,” whoever it is that you’re addressing, you make it very clear in that subject line who’s all included into that email. But everyone’s BCC’d so that you can avoid that reply all and I’m sure you’ve all been on those threads where everyone’s replying to the potluck, “Oh, I’m bringing macaroni and cheese. Oh, I’m bringing…” Not everyone needs to know that. And so, it’s important to sort of minimize the back and forth, and by having a BCC, if someone needs to reply, they reply directly to you. If you need to send out a summary statement, you can send out a summary statement of all of the replies you got. And that’s it, now you have two emails that were sent out to the large group, the initial one, and maybe the follow up, but that’s it. And so, that’s a small step of considering someone. The other thing is the time of the email. I would say even a year ago, I wasn’t great at this. This is something I’m working on myself where I would reply to someone at, like, midnight, because I was awake, I would send an email at midnight, I would send an email on Saturday that would have a task for that person to do, such as, “Oh, I’m sending you this. Do you mind just when you get a chance editing this?” And someone will say, “Oh, I have a chance. I mean, I can do it now instead of spending time with my kids, I’ll just quickly do this.” And so, by protecting other people by being conscientious of the time of the day, the time of the week, you can, again, just sort of respect the fact that everyone deserves to distance themselves from work. And if we think about how every time we send an email, we bring them back into work, we bring them back into the workplace and all the tasks that they have to do. Then again, we can start to move more towards being compassionate and respecting others’ time. And the goal of that article is really to try to encourage a better culture. And obviously this needs to be a conversation that occurs between some of the key stakeholders, but to really try to understand that we can all contribute to the problem by sending out a ton of emails, by emailing people at any hour, but it’s important to think about ways to mitigate someone else’s burden.

John: And you also suggest that if you’re going to send out those emails, you could use either features of your email program or some type of a plug-in in email, so that you schedule it to arrive during work hours. Could you just suggest some tools that might work for that?

Resa: Thanks so much for that highlight. That’s one of my faves, is the schedule option. Sometimes you don’t even know where these plug-ins and where these preferences are in your email software, but they’re there. And our hospital uses Outlook. And I found in Microsoft Outlook, that I can send my email, I can schedule them to be sent. So we’re not arguing that you need to put off things so that then it’s going to weigh on you and you’re like, “Oh my gosh, I need to add that to my to-do list”, you can write the response or you can write the content of the email. However, you don’t have to press send, and in fact, you can schedule that send. And one of the things I also have been working on is my send days and times. Many messages can wait till after the weekend or they can certainly wait until eight o’clock the next morning. And it not only is thoughtful and intentional for the receivers, it also actually has helped me structure when I’m doing my emails, and when I even seek to receive emails. And there are formulas, and there are ways of decreasing your email inbox. As section leader for my group, what I’ve seen is, as I’ve decreased the quantity and increased the quality of my emails, I think it’s been brought back to me. In other words, I’m not receiving any quick, superfluous emails, what I’m receiving is much more intentional and much more quality and much more necessary. Because we’re not saying don’t communicate, in fact, we’re all about communication. Moreover, in the article we talk about speaking with your group, speaking with your sections, speaking with your team, how do they want to structure communication surrounding email? Because, actually, not everybody wants this type of communication. So it’s important to get your group to agree upon the kind of culture they want surrounding email.

Rebecca: Really appreciate that a lot of the work that both of you have been doing is really about protecting self and others through communication, relationships, etc. And I know that you have another article that came out too, about requesting compensation when you’ve been asked to speak. So I was wondering if you could give us a little glimpse of that article as well? I know that often people in academia are asked to give talks, but often just as a favor. [LAUGHTER] So can you provide some tips on how to protect yourself in that space as well?

Resa: I want to start by just saying that, Rebecca, you totally called us out. Adaira and I have felt that there is a playbook. There’s a playbook about how to navigate the workplace. And no one gave us a copy of that book to read. So one of our intentions, one of our missions, is to write articles and to share information that is going to help people. Help people take care of themselves, take care of their team, take care of their work, and take care of their overall culture. So Adaira and I talk about a lot of things in academic medicine. And a lot of what we talk about is not pure academics, and certainly not pure medicine, which is why we found an audience at Harvard Business Review. And the concept of moving from speaking for free, to speaking for a fee, which of course is very catchy, it’s a coming of age, and it’s a rite of passage. And part of how we came to this, what to do, when to do it, is by having a lot of conversations, actually, with mentors and with sponsors. And quite honestly, going back to the playbook and the sports reference, sometimes men seem to get some of the tips and tricks that we didn’t get. So, a lot of my mentors and a lot of people with whom I speak are men. Men friends, men colleagues, men that can tell me how they did it, or how they do it. So in terms of if there are 10 specific things that we recommend, when you’re in a situation that you’re asked to speak and there’s no monetary compensation, there’s no honorarium. And Adaira, do you want to start with some of them?

Adaira: Yeah, and it gets more comfortable asking over time. In the beginning you feel like you might be putting yourself at risk by asking, like, maybe they’ll take back the opportunity or maybe you’ll be judged. But to just be clear, many other people are doing this in various arenas of the professional world. It’s commonplace to get compensated for your time, it’s common to get compensated for your expertise. So as a teacher, or as an educator, or a mentor who’s speaking about your perspective, about your area of expertise, why wouldn’t that apply to you? And so you do have to gain that confidence. And in the beginning, it can be a little bit uncomfortable, so asking upfront is very key. So you wouldn’t want to ask for any sort of compensation at the end of your presentation or after it’s done. This is something, like the terms and conditions, that you’d ask upfront. And it can be very polite, like, “Is there any way that you would be able to provide a professional photograph of me as I’m speaking, that can go onto my website, that can go into a flyer for my next talk?” But that’s a form of compensation, because a nice high-quality photo or a headshot can be used by you later. Or even reduced or completely covered membership fees if you’re speaking for large national organizations, and they can’t offer you money, but perhaps they can reduce your membership fee for the next year, or give you a free trial, right? You can negotiate with them, and this is all in the practice of negotiation and developing comfort with negotiation. So in the article, we go through all 10 of these topics, and some of them, I feel like, I have used very, very, very successfully and now they’re just sort of standard practice. And some of them have taken some time to get used to. And it’s just a personal choice that you would make, but I don’t think you should feel obligated to walk away from any talk without any form of compensation.

Resa: I can add a few more. So a good one is a letter, a letter to your boss, a letter to your supervisor, a letter to your CEO, where the intention is that you get a positive letter, but either with, perhaps, quotes from audience members about how your talk was received, what it did for the group. Another is, say it’s an invitation to speak at a local group, you can ask that if it’s a positive reception, and it’s well received, and they liked you and the content you provided, could they recommend you for a national conference or an international conference? It could be the stepping stone for something that’s larger, that’s more impactful. A final one I’ll share, and this one I thought was obvious, but I think it only becomes obvious once you’ve done a lot of these, is sometimes there’s just no money and they cannot pay you an honorarium. However, they can pay your travel, your airline flight, your hotel, meals, and transfers. And, if it’s a place you’ve never visited, if it happens to be where your college best friend lives, like, why not? There are many ways to think about this, and it should not be an absolute yes-no.

Rebecca: Lots of great tips today. All kinds of ways to be better communicators, advocate for ourselves, and advocate for others. We always wrap up by asking, what’s next?

Adaira: For me, as we write, we start to realize what else we can learn about the craft. And so, for me, I’m going to be taking more writing classes, reading more writing books, trying to just learn how to become a better communicator on paper. And that will be my goal for the next six months to a year. I mean, it’s a lifelong goal, but, like, I really want to dive into it.

Resa: And for me, I would characterize it as working on my storytelling. Writing and a lot of what we write comes from personal and professional stories. So working on storytelling through the podcast. I launched the podcast during COVID for the reasons of sharing and amplifying people that are doing things that are subject matter experts, perhaps they’re not being heard, perhaps they’re not being seen. So working on the creativity and the growth of the podcast.

Rebecca: Sounds like some really exciting adventures.

John: We really appreciate you sharing your time with us and we’re very much looking forward to sharing this with our listeners. Thank you.

Adaira: Thank you for having us.

Resa: Thank you so much.

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John: If you’ve enjoyed this podcast, please subscribe and leave a review on iTunes or your favorite podcast service. To continue the conversation, join us on our Tea for Teaching Facebook page.

Rebecca: You can find show notes, transcripts and other materials on teaforteaching.com. Music by Michael Gary Brewer.

John: Editing assistance provided by Anna Croyle.

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117. The Productive Online and Offline Professor

Faculty find it difficult to balance increasing demands on their time. In this episode, Bonni Stachowiak joins us to explore a variety of tools and strategies that can be used to productively manage our time and professional responsibilities. Bonni is the host of the superb Teaching in Higher Ed podcast, and is the Dean of Teaching and Learning at Vanguard University. She is also the author of The Productive Online and Offline Professor: a Practical Guide, which is scheduled for release in late January 2020.

Show Notes

Transcript

Rebecca: Faculty find it difficult to balance increasing demands on their time. In this episode, we explore a variety of tools and strategies that can be used to productively manage our time and professional responsibilities.

[MUSIC]

John: Thanks for joining us for Tea for Teaching, an informal discussion of innovative and effective practices in teaching and learning.

Rebecca: This podcast series is hosted by John Kane, an economist…

John: …and Rebecca Mushtare, a graphic designer.

Rebecca: Together, we run the Center for Excellence in Learning and Teaching at the State University of New York at Oswego.

[MUSIC]

John: Our guest today is Bonni Stachowiak. Bonni is the host of the superb Teaching in Higher Ed podcast, and is the Dean of Teaching and Learning at Vanguard University. Welcome, Bonni.

Bonni: Thank you so much for having me. I’m excited to have our conversation today.

Rebecca: Today’s teas are:

Bonni: Iced tea. Teva, I believe, is the brand.

John: And I am drinking Bing Cherry black tea.

Rebecca: And I am drinking some Oolong today.

John: We’ve invited you here to talk about your forthcoming book, The Productive Online and Offline Professor: a Practical Guide. Could you tell us a little bit about that and what prompted your interest in productivity?

Bonni: I used to apologize almost for sharing a little bit that I didn’t start out in academia. And I just finished reading the book called Range. I don’t know if either of you has read that one yet.

John: I have not.

Rebecca: Not yet.

Bonni: Oh, it’s delightful. So, I would highly suggest putting that down on your read list. But, one of the many, many things that he talks about is how so many of us got started via non-linear paths. And so I didn’t start in academia, I started with corporate training in a franchise organization. And so we’d help people open up businesses all over the world… and talk about getting a serious degree without paying for it necessarily. I learned a lot, and part of that was this idea around productivity. So, I remember watching Stephen Covey, who has since passed away… but just a wonderful leadership author… and he used to do all these big seminars… and he’d get a big giant glass jar, and he’d fill it with sand and then talk about: “How do we take these big rocks and squish it in there? And of course, if you can envision this, you can’t squish rocks into a jar once there’s already sand in it. And he had this analogy of “What if you put the big rocks in?” Yes, there’s room for some gravel then, there’s room for some sand, and even some water… but, just really this idea of how precious our time is… and how this is a title of one of his books… if we put First Things First, we get those big rocks in there first. We’re really going to have a lot more of a sense of meaning and purpose in our life and get the things that are most important to us done. And then later on, many decades later, came the book Getting Things Done by David Allen. And one of the big takeaways for me, that just echoes almost on a daily basis, is this quote that he says, “Your mind is for having ideas, not holding them.” And if you think about what our brains are designed to do… Well, we have these amazing creative brains, but then we try to have them hold on to grocery lists and the things we’re supposed to take care of. And it really creates a lot of unnecessary clutter. I’m not using a very technical analogy here, but our mind could be freed up to pursue the ideas around our research, our disciplines, our teaching… not keeping the grocery list. So, those are really the things that influenced me. When I got into academia, one of the things that continued to influence me was the Prof Hacker blog. And that used to be a part of the Chronicle of Higher Education. And I haven’t seen any posts up there since 2018.

Rebecca: I know, it’s so sad.

John: Yeah. I miss that.

Bonni: I do too. I cite them a ton in the book. So, if anyone wants to reminisce, you could go read the book.

John: It often feels like we’re just putting out fires every day. We’re recording this at the end of the fall semester, and there are a lot of fires to put out. So, that notion of focusing on the big things and then filling the smaller things in around that makes a lot of sense.

Rebecca: I know that productivity, and the time squish in general, is a very popular topic amongst faculty here in just trying to find balance. I know that you’ll have a big readership for a productivity book related to higher ed because it’s desperately needed.

John: One of the things we do is we run workshops series here, and we asked faculty what they’ve liked to see workshops on and one of the things they always ask about is time management. And we have trouble finding people to do that. And maybe your book would help serve that purpose. Because, most of the people who are really good at time management just say, “No, I don’t have time to give a workshop.”

Bonni: Saying “no” is a big part of time management. I talked about the big rocks, what big rocks are we going to put in? But so much of it is what are we not going to put in? What are we going to say no to? And this is an incredibly hard thing. We can talk about issues around gender. A lot of times women have been socialized to be helpful and say “Yes,” and I’m sure you’ve probably seen that research about service loads, there’s a disproportionate amount of service that is going to women in academia. And then women of color is where it really becomes stark. And a lot of times those things are not rewarded in our promotion and tenure processes. So it’s something that I do think we have to get pretty real on. And we can just add to that the social norms that say you’re supposed to go to every children’s birthday party that you’re invited to. And I don’t always follow those social norms, I’m afraid to say.

John: Actually, the economist Gary Becker, in some of his later writings talked quite a bit about that, that one of the reasons why women were having trouble moving forward in their careers is they were spending so many more hours in total working than men were. So, it’s a general problem. What are some of the types of productivity approaches you recommend?

Bonni: When I think about productivity, I tend to think of four broad types. There’s one that even the editors weren’t sure… does this belong in a book about productivity and I was like, “Clearly this hasn’t happened to you before.” But I call this type, the “avoiding crashing and burning” type of productivity approach. So, if we’re not backing up our computers, for example, our hard drives… I had a colleague who had worked at my institution for 15 years…. gone, all of it gone, due to a theft and the computer that was stolen wasn’t backed up anywhere. So, those are some recommendations that I have that are essential to get right. But, once you have it right aren’t that hard to maintain. Then there’s the time-saving types, and this can be hard for some people because I don’t want productivity to seem like this is all some kind of a hack. I’m very sensitive to the plight of contingent faculty and we know there’s so much work to be done around making our workplaces equitable. And so I don’t want to seem like that we’re just playing a game. Yet, at the same time, when I am able to have these approaches that save me a little bit of time, but add up over the long haul, then I get to spend that much more time being fully present for my teaching and also being fully present for other people. So, this might be things like creating templates for letters of recommendation and a process for how to spend the time writing the rich feedback, but not spend the time looking up the address… and who should this be sent to and when is it due… that kind of thing. And then there’s also the kind of productivity is where we really need to get real with ourselves. And one of the things I studied in my dissertation was around something called locus of control. And locus of control is a construct that says, “How do we explain what happens to us?” People who have an external locus of control say “I was late because I got caught in traffic…” “I didn’t turn it in because I had this other conflict come up.” And people with a paradigm of an internal locus of control tend to describe what happens to them based on something that they did. So, getting real with ourselves to me says we all have the same amount of time, and so carving out the time to reflect on our goals… on our priorities. And like I stated earlier, what are we not going to do? Because we can’t do it all. So, being really conscious and intentional about where we’re going to spend our time. And those are really difficult decisions that can only happen through effective reflection. And then the last one goes back to that David Allen quote that I mentioned, “Our mind is for having ideas not holding them.” So, this last type of productivity approach is having a trusted system. So, when things getting ready, and you mentioned, we’re recording this at the end of the semester, and I also just recently took on a new role at my institution. Yes, things are overwhelming right now. But, I have a list. If anything’s going to fall through the cracks… and almost on a daily basis, I can’t get everything done that I want to… but I know what needs to be done. I know what I’ve committed to do. I have it all in a list and I can defer parts of those lists so it’s not in my face all the time. But, I have a trusted system, I’m not relying on my brain to be good at remembering those commitments, remembering those priorities. Instead, I have a trusted system that helps me do that well.

Rebecca: How do we get started with a trusted system?

Bonni: Well, getting started to me is having two basic tools. One would be having a calendar that you use for what calendars are meant for. So, calendars are meant for appointments that have a start time and an end time. I need to be somewhere, or at least I’m committed to that time. We can block out time on our calendars. I do this all the time, where I’m going to spend this amount of time grading on Tuesday, and then I’m going to follow it up on Friday with some more grading. But, what happens is people try to make a calendar act like a task list, and also make their email act like a task list and never actually have a list of projects and tasks. So, if I were going to say get started, use a calendar and use a task list and have that task list be what drives your time and attention in terms of those commitments around projects and such. Don’t try to do that via email. And don’t try to do it via the calendar. By the way, the specific reason why I say don’t use your calendar as a task list, once that day goes by, the task is on yesterday’s task and it’s hard to keep pushing these things through that we never ended up getting finished with. So, blocking time, I think is an effective method, as long as we have it on our task list as where it’s actually being tracked, whether it’s made it through to completion or not,

John: Is there any specific task list manager that you use or that you’d recommend?

Bonni: The one that I use is not the one I recommend. [LAUGHTER] And that’s because, first of all, it’s only on a Mac. So, if you sit around and you also use a Mac, and you’re like, “Wow, if I could just really enjoy tweaking things to getting this system to work exactly like it is, it’s great.” It’s one of the more advanced task managers; it’s called OmniFocus. So many of them have this where you’ve got OmniFocus on your Mac, you’ve got it on your iOS devices, and they are all syncing back and forth. It does have some automation. So,when I book a new podcast guest, for example, I have a template of a project that says: “What’s the episode number? When’s it being recorded?” When’s it published? …and all the due dates… everything flows out there. If this excites you, as I described it, you might be a good person for one of the more advanced task managers, but I would tell people that Todoist is probably a good starting point if you want a digital task list, and that’s one that works out of a browser, but also can show up on your mobile devices as well. Todoist is one that is recommended… it depends what day you catch him, but Robert Talbert is another big voice in the area of productivity, and he has used it. I laugh because I have to pause because he likes to tinker too. So, he’ll switch around to different tools, as well. But I think that’s a good place for people to get started on a task list.

Rebecca: Now, about avoiding the crashing and burning… what are some ways to get started in a system for that?

Bonni: Well, that to me is about a mindset that says I’m not going to spend the vast majority of my life in the chaos in reacting. I’m going to spend some of my time being proactive. So, we are going to need to think about what kinds of risks do we have in terms of crashing and burning. It shows up in health sometimes, so it’s not always just technology. Although you can tell I tend to enjoy talking about that. But recently, I’ve got an Apple Watch… speaking of technology… and so I’ve been really good about exercising. They have rings on an Apple Watch that track your exercise. And it makes a difference. Talk about stressful times of the semester, when you’re taking that time out, 30 minutes a day, to go for that walk or in my case, sit in the garage and do this elliptical machine that I’ve got going on. That helps me maintain the stress levels, and also to keep perspective. But other kinds of crashing and burning that I talk about in the book are primarily around technology like having your computers backed up. And then having a password manager that is going to enable you to have secure passwords and whenever possible, the… now I’m forgetting what it’s called… the second authentication. There’s a technical word for that…

John: Two-factor authentication.

Bonni: Yes, there we go. That two-factor… something besides just the password that’s going to verify that you say you are who you say you are. So yeah, those are some of the things I avoid in terms of that crashing and burning.

John: And you also use TextExpander, I believe, too, to help automate some of your work, right? I think you’ve mentioned that.

Bonni: Yes, in fact, they’ve been a sponsor on my podcast, but I only have sponsors that I actually use their stuff first. And then they’re like, “Hey, I noticed you wrote this blog about this, would you like to be a sponsor? That’s generally how these things work. But, they’re so essential to my work on a computer, in terms of… I have different roles that I play. So, I’m a podcaster, I’m a Dean, I’m a Professor, and so I have different signatures, and I can just type a few keystrokes and it automatically spits out whatever signature is appropriate for that time. I mentioned I do my show notes for the podcast using TextExpander. I do letters of recommendation. It’s just something essential. And it lets you type in a little snippet of text and then that text expands to something longer and you can even feed it in variables such as dates, or the name of the guest, or the name of the episode. It’s really a smart tool. I like it because it’s easy to get started with… just “Oh, what’s the shortcut? Okay, these are the characters I’m going to type in, and then this is what it’s going to expand to.” but then you can also get fancier with it as you work with the tool more.

John: And I know a lot of people also use it when grading. If there’s comments that they often provide over and over again, they can just expand the text and get richer feedback to students without taking as much time reproducing their work.

Bonni: Yes, I’m what I like about that is you can have the standard text that you would type but then an opportunity to type something in personal as well, which is the best of all worlds.

Rebecca: So speaking of grading, that’s a topic that comes up a lot with faculty about getting your time eaten away and wanting to spend more time or wanting to give richer feedback. Do you have some strategies about being a little more productive or being a little more efficient in grading or providing that feedback.

Bonni: Absolutely. This is a huge area. I want to start with just mentioning what all of my reading all of my research has said we should not do, and that is to correct every single mistake in a paper. I wish I could remember the researcher’s name who’s prominent in this area. But just, that’s not how you’re going to get students to learn to write with better grammar, etc. Like you’re really wasting your time, and in fact, could have a detrimental effect on the student you’re trying to help. Because it’s just too overwhelming. They don’t see every single little fix that you made, what they see is: “I’m a horrible writer, I’ll never be able to do this thing that you’re asking me to do.” So, what we don’t want to do is spend inordinate amount of time making lots of tiny, tiny, tiny corrections and thinking that’s how you help teach someone to do better the next time. To make it worse, by the way, what I see more than 90% of the time is we don’t have iterative assignments. So, the students are never even asked to go back and look at your feedback and then make those changes and have any hope of learning from them. So, that’s a big time waster. And then on the other extreme of things I wanted to mention there are people who have just given up grading completely. And there’s a whole movement, which you’ll see in various social media such as Twitter, under the hashtag #ungrading. And in their case, they’re like, “Forget the grades.” And one example of it might be a specifications kind of grading where you either made it or you didn’t. You met this set of criteria or you didn’t. And if you didn’t, I’m going to give you feedback and allow you to grow and improve the work until you meet the standards for the course. So, I think we can learn a lot about the detrimental parts of grading that aren’t a good use of time and also aren’t good teaching. Having said that, I still, in most of my classes, do what looks to most people like grading. [LAUGHTER] So I tend to try to emphasize really the feedback, but the kind of feedback that will be helpful feedback, rich feedback, for students to take action on. A few ideas for people would be, first, to think about screencasting your feedback. There is some literature that would suggest that when they can see your face, hear your voice, that they’re going to be able to take that feedback in, because they can hear the tone of voice that you’re really wanting to be helpful. You’re here to support them. And of course, there are things around what if they require captions. But at the beginning of the semester, you could ask, you know, what would be your preference? Would you like to have screencasted or audio feedback? Or would you prefer to have the typed out feedback, and then you can negate any of those potential downsides. The other thing would be around having focused feedback. I mentioned don’t go with that red pen approach where you fix every single error. It doesn’t work. It can be really discouraging to the students. And we know that how they feel about themselves as learners, their own sense of self-efficacy, really makes a difference in their academic achievement. And then lastly, I do think that, just like Stephen Covey and the big rocks, grading should be some of our big rocks that rather than going on social media to vent about how horrible our lives are, that we have to look at the work that supports the evidence of our students learning, we might try to find some joy in it. I don’t mean, necessarily, happiness, I get that we get busy, it’s really hard to do. But, thinking of it as a possible way to celebrate the learning that’s gone on. Part of why we can’t do that is because we’re so overwhelmed. So, blocking out time where we’re not doing it for too long, where we’re really not helpful because we’ve passed our point of really being able to provide effective feedback. So, blocking out a few times in a calendar each week, depending on how many courses you’re teaching, and having that as a priority. And those are the big rocks, and we’re going to prioritize that important time for giving that feedback.

Rebecca: You have a lot of things on your plate. You mentioned these different roles and ways of being in the world. And we all have those different roles that we play. What are your strategies for managing those different lives or different paths so that all the big rocks and all of those pathways get taken care of, even though they’re competing for your attention?

Rebecca: A practice that I really enjoy using at the start of every semester is put forth by a man named Michael Hyatt. He used to be in the publishing industry, and now is a leadership expert… that’s the best I could use to describe him. But, he suggests that we put together an ideal week and when I have my students do this, it’s an interesting conversation about what the word “ideal” means. Ideally, I would never have to like put laundry away [LAUGHTER] or ideally, like that’s not quite what he means by ideal. What he really means, Rebecca, is what you just shared of where we have these different roles. We have these different priorities in our life, how might we arrange them to best show up in our lives? he doesn’t use that expression. I’m sort of mixing Brene Brown with Michael Hyatt at the same time, but to think through those things in advance. Sometimes, what this helps us do is get to what we are going to need to say “No” to. Especially when we had younger children, what I didn’t prioritize in my life was going out a lot to movies with friends that weren’t kid movies. Like, I think movies are great. I think friends are great. But, the luxury of having time to spend away from my children, when both my husband and I are working professionals. It just wasn’t a luxury that made it up to my priority list. Now it might make it up to yours. But, at that season in our life, it just didn’t make sense to say “Yes” to invitations I would have said “Yes” to before kids. So, by starting out that semester by going, “Okay, well, here’s the fixed things. Every other week, we have this meeting that shows up so I got to block this time out for meetings in general. And then I gotta block this time out for teaching. And then I’m going to block out time for grading.” So, I’m going to be doing that the vast majority of the weeks. And so, being able to look at it and say, “Okay, well, where’s exercise going to go? Where is time with friends/our kids/ can we have a weekly date night in this ideal week?” …and being able to make those tough choices around those things before we’re in the thick of it. Because when we’re in the thick of it that we might be respond to stress to just whatever’s coming at us. Or, we might not have the confidence to say “No” to invitations that really don’t fit in with those big rocks. So, one way that I manage these different roles is by using that Michael Hyatt ideal week template. And if you just Google “Michael Hyatt ideal week template,” you’ll find it and it’s a wonderful resource.

John: And we can share a link to that in the show notes.

Rebecca: Can we circle back to the social pressures or the ways that women or particular groups of people tend to be asked to do more service, and in the ways of prioritizing that. And I think there’s often a balance of trying to figure out what’s going to help you with tenure and promotion. And sometimes it feels like that service might need to happen. But, then also these other things aren’t happening as a result.

Bonni: Oh, yeah. And I will say I did earn promotion and tenure. [LAUGHTER] And I have had a lot of service. Candidly, some of that comes into that “Do I keep a traditional five day workweek with really tight boundaries around that?” No, I don’t. Do I occasionally work on weekends? Yes, I do. My husband’s chuckling at the use of the “occasional.” But, what I treasure about the way that my life is, is that first of all, I have joy in the work that I do. But, also I have a lot of flexibility. So, next week, my daughter will be a reader for their holiday program at their school. That’s right in the middle of the day, and I’m going to be able to be there front and center. I’ll be as close to the front as I possibly can for that. So, I do think that we can’t always compare ourselves in terms of what a normal job looks like, because I don’t think most of us have normal jobs. [LAUGHTER] So, I think, in terms of service, one thing that I have found helpful is to just say it without apologizing, but also that “I’m not going to be able to participate on that committee because I’m participating this other one…” just as a gentle reminder that I am serving already. So I’m not just a “No” person, but I’m a “No, because I am providing this other service and I wouldn’t want to let them down.” And then also having a suggestion of who might be able to serve. Another good practice that I’ll say I’m terrible at, but I think would theoretically be helpful if I would remember to do it as much as I wish, is to ask people to give me a day or two to think about it. Because sometimes we will feel that in the moment like, “Oh my gosh,” and we lose perspective like that there’s not someone else who could step in and provide the same if not better service than we could. So, that’s a practice I wish I did more. But, I will say I’m pretty darn good at saying no to stuff. I got asked, for example, to be on the Diversity Committee at our institution. If you’ve ever listened to my podcast, you know that is just central core to who I am and my values, but that committee’s work, and what was on their agenda for that year, wasn’t going to be an expression of my values in that space in the way I would have necessarily wanted it to be. That was a hard “No” to say, but looking back, I’m really glad that I did because there are other ways in which I’ve been able to express that value that didn’t require that same amount of time with a agenda that just didn’t match, if I’m expressing that well.

John: in your book, you talk about personal knowledge mastery and how it relates to productivity. Could you talk to us about that a little bit?

Bonni: I was first introduced to personal knowledge mastery by one of the experts. And that’s Harold Jarche. And he has three phases, not even necessarily phases, but three ways in which we can use personal knowledge mastery in our lives. The first is, and you’ll probably recognize that you do this all the time, we seek out information. So, I know that both of you are on Twitter, at least I think both of you are.

Rebecca: Yup.

John: Yes.

Bonni: I feel like I’ve seen you up there. So, Twitter for some of us is a way in which we seek out information. I’m recording this just a few hours into my morning, and I’ve already had a few resources I’ve been able to glean from Twitter and the days just getting started. I don’t, by the way, spend hours and hours but it’s a nice place to check in and be able to seek out information from people I trust. And then many of us also use what are called RSS feeds. That’s a Real Simple Syndication. It’s a way of making a custom newspaper. When I used to subscribe to a physical newspaper, I used to take the sports section, and just set it aside and get to the parts I was interested in. [LAUGHTER] I don’t have to do that anymore. RSS lets me customize and say I want this blog, this blog, this news source, etc. And so that seeking work… I feel like there’s never been such a time in my life as the richness of ways in which we can seek. There’s too much there, as we know, so these tools let us filter. We can make lists on Twitter for just the exact kind of information we might want to dip our toe into or an RSS we can set a filter that says “Yes, I want this blog, but not if it talks about this topic.” I was about to insert a topic there. I’d really get myself into trouble. [LAUGHTER] The controversies that are on Twitter right now that I’m just like, “Okay, I read enough. I don’t need to hear any more about that today.” [LAUGHTER] The second part of it is sense making. So, we seek and we sense. It’s not just about all this flying at us. But, it’s information that we translate into knowledge that then we save and we think about and we begin to wrestle with these ideas. We start to have more of a knowledge map in our heads of how these things fit together. And then the last thing we do is to share, and sharing might be as simple as tweeting about it. It could be as simple as emailing it to a colleague, which I did, by the way, a couple of those Twitter articles because they were about STEM teaching, snd I have a colleague who’s written a number of grants: “Oh, I think this might be a good one for the next grant that you write, it’s a wonderful report.” So, sharing can happen one-on-one and also can happen more broadly. If you’ve got a blog or you want to do micro blogging like Twitter allows. So, in terms of personal knowledge mastery, I would say that the biggest way that I’ve been able to leverage this comes out of using a social bookmarking tool. In my case, it’s called Pinboard, the one that I use, but there’s lots of them out there. pinboard.in. Another big one is Diigo, D-I-I-G-O. Diigo is known because you can highlight on the pages themselves, and those highlights save with your bookmarks as well as any annotations. And some people really like that. I just like the ease with which I can click on my button, tag it, and then I’ve got tags so I can say “Next time I teach this class, what’s a video that conveys this concept around this particular topic?” It’s really, really powerful. So, if we’re ever having conversations about topics that are near and dear to my life, I’ve got at least 100 bookmarks or more on a topic and that really has been a rich learning experience and also enables me to share with other people really richly.

John: And they also come with plugins for most browsers, so you can easily just save them directly while browsing the web.

Bonni: Yeah.

Rebecca: I used to use Diigo quite a bit, and then I found it overwhelming. I just had too much. So I use Pocket now. But the same kind of idea. I put things in my Pocket for later.

BONNIE: Yeah, I have a similar thing happened to me. On Twitter, I have it set up if i star something… I guess it’s not a star anymore, is it a heart? Whatever it is I do [LAUGHTER], it automatically saves on to Pinboard. I used to go in and tag every single one of those. And you can imagine… I mean, it’s not that hard to imagine that you might star or heart 20 things in the reading of Twitter. That just got overwhelming. Pinboard and other bookmark tools…They are searchable, just the raw text themselves. I wasn’t getting that much payoff off of tagging them. Now I just feel so free. If I’m reading the article, I tag it. If it’s important enough to me to have read it, tag it right then. But if you didn’t tag it right, then forget it. [LAUGHTER]

Rebecca: Yep.

Bonni: Let it go in there, and if you miss a couple along the way, it’s not going to be the end of the world.

John: And some of those things can be automated with if this then that [IFTT] and Zapier. We use that to automatically send out tweets about workshops that we’re doing on our feed and it saves a lot of time and things that we might forget otherwise,

Bonni: Yeah.

Rebecca: I do it to post things on my class blog related to the class as well. And it’s automated.

Bonni: And those are talked about in the book as well, automation… the topic of automation. If this then that is a big one. I live here in Southern California. It’s been raining lately, and you know, we get a lot of rain, [LAUGHTER] so we got to be reminded to bring our umbrellas of the forecast calls for rain. And so if this then that will remind me to bring that umbrella the next day. [LAUGHTER]

John: We don’t have as much of an issue with rain this time of the year.

Rebecca: …or snow.

John: Although it was raining today, actually, the temperature went above freezing, so we got a coat of water on top of the ice.

Rebecca: I think one of the things that sometimes impacts productivity is the fear of sharing, not the like one-on-one shares of resources and things but maybe spending too much time trying to overachieve on something or polish it too much and then you spend so much time trying to perfect something or clarifying what it means to you that you don’t share it out. And that sometimes can eat up a lot of time.

Bonni: Oh, yeah. And it doesn’t help that we see examples of people really having their tweets or their blogs really pulled apart in some hyper-critical ways, but it doesn’t necessarily help me. More than a year ago, I started a column with EdSurge. And I hadn’t really thought about it at the time, but I’m so grateful now that they don’t have comments, because I look at the Chronicle. And I just think, oh, that would just be awful to just expose yourself that way. And that’s probably just my own insecurity about writing, etc. But, sometimes feedback can be so powerful, but to give anyone on the internet that has any feeling at all whatsoever about what just got written, I don’t think it’s the most helpful way for us to grow our writing skills and our other communication skills. So, that makes it even harder, I think, but yet I see the kind of value that I’ve had by what John Stepper refers to as “working out loud,” but I just changed it to “teaching out loud” because that’s what I feel like I do. It’s really hard work to be that transparent. I think Brene Brown has some wonderful things to say around that vulnerability. But when I listened to her words of wisdom… by the way, her Netflix special if people haven’t seen it is just a wonderful illustration of the kind of vulnerability that she’s talking about… I wouldn’t have it any other way. I have not exposed myself to a lot of vitriol, because I don’t tend to write about controversial topics or speak about it on the podcast. Although, I say that and I laugh because you can just talk about lecturing versus active learning… before you know it, you’re like, “What just happened?” [LAUGHTER] So, I suppose in some ways, I’ve probably been lucky. And in some ways, it’s the style with which I deliver things because I feel like there’s so many ways you could look at issues I don’t tend to just take a really hard definitive line on things. It’s not my style to like try to create that. That’s an important part of discourse. It’s just not what I do well. I like to ask beginner’s mind questions. That’s how I contribute to these conversations. And I’m glad for the people that try to push us a little bit. We need that, too.

John: So in terms of productivity, how have you been able to maintain such a high quality podcast while implementing so many things in your classes and in your new role?

Bonni: Well, specifically, when it comes to the podcast, I want to go back to what Rebecca just asked about, because one of the reasons I’ve been able to do it is because I told myself from the very beginning, it doesn’t have to be perfect every time. And that seems like a relatively small, safe commitment to make to oneself. It’s incredibly hard. And so I will be here today to say there are episodes that just gripped me from the very inside that I feel like are wonderful intimate moments between two people talking about a topic that is so near and dear to me. And there’s others that are, as my husband said the other day, “Eh, not everyone has to be perfect, and especially because it could be perfect for one person who is listening that really needed to hear that information, but maybe not for the masses.” And if I tried to aim for perfection I’ll never get a single episode out. So, part of this to me is doing what Katie Linder refers to often as playfully experimenting, if I think of it as not the best podcast that has ever been created, and every episode will, you know, completely blow you away, I’m playfully experimenting. That’s one of the ways I enjoy sense making like we talked about with personal knowledge mastery and sharing. If I think of it more in terms of that, that also, by the way, helps with the teaching aspect of it. If I try something new, and a lot of times I hear from really large schools, I teach at a place where total student count is less than 3000. We’re a small school. I remember interviewing Thia Wolf from Chico State, and she’s talking about their program that they do. It’s a part of public sphere pedagogy and how they bring together government and business and the students and politics and all this into this wonderful week of events, and I thought like, “Oh my goodness gracious.” Like, “That’s just not gonna happen, at least not on year one.” By the way, small schools can do incredible things. But we can’t do all the incredible things, like we can’t match a huge R1 one-for-one on the innovative things we might try out. So that first year, it was just about, “Oh, well, let’s think about if you had the end-of-the-semester project, if you opened the fourth wall, if you will, to use the theater analogy, if you invited people in to that experience and to give your students feedback.” That’s how I took this huge idea and made it small enough that I could playfully experiment with it that first year. And then the last thing that I really try to remember is that I remember when I first went to an open education conference and Ken Bauer was there and he’s so gracious and introducing me to a lot of people. And he’s about to introduce me to Robin DeRosa, who if you’re not familiar with who she is, listeners, she’s just a wonderful voice in open education and public education. And I just felt like she was just a celebrity I was not ready to meet. So I’m like, “No, please don’t. I’m not ready.” And it turned out, she actually listened to the podcast regularly… already knew who I was… and as surprising as this was to me… I still can’t process it now… was actually apprehensive about meeting me. And I’m like, “What on earth is this world that we’ve come into? And I’m not even telling that story for like the main points because it wasn’t until maybe three months after that, I hear her being interviewed on a podcast. And she’s talking about how she had just gotten started in this movement, going to a digital pedagogy lab, like a year and a half before that.

Rebecca: Yeah.

Bonni: And I thought, “Oh my gosh…” like I thought she had been at this for at least 10 to 20 years. There’s no way she was just emerging in this field. And so I think we’re all starting things. And like, there’s just so many different arenas. If we wait until we feel like we’re ready, you’re never going to start. And so I like to remember Robin, she’s such an inspiration to me. But yet she also in many ways… part of why she can be that inspiration for us is because she sees herself as just getting started.

Rebecca: It’s a really good reminder, I think.

Bonni: Mm hmm.

Rebecca: And I think that it’s okay to just be starting. And it’s okay to share when you’re just starting.

Bonni: Yup… really hard to do, but I think really important. And part of that too, back to my making those huge things down to smaller digestible pieces. My example of doing that with Thea Wolf’s project of just like, “Oh, who am I going to invite to this last little presentation of our projects?” …perhaps that help someone else get started too, because sometimes you just can’t translate it. So, we’re all getting started in our own ways, and hopefully, we’re never done. Because I don’t want to keep doing this if we’re done, right? [LAUGHTER] We’re always learning and always growing.

Rebecca: Yeah, such good reminders. [I’m] finding many of the things that you’re talking about very good reminders before I start my sabbatical, so it’ll be very productive. [REBECCA]

Bonni: Wow, exciting. What will you be doing?

Rebecca: I’m doing some research on accessibility. But, your reminders about getting started on things might push me to do some things that I wouldn’t have done otherwise,

Bonni: …or just for a while and do nothing. That’s always an option.[LAUGHTER]

Rebecca: I might do that too.

John: Robin DeRosa visited here and she had a major impact on a lot of faculty. And I think also a lot of us were surprised to hear her talk about how she hadn’t been doing this all that long. Because it doesn’t seem that way. When you hear her talk and present on this material.

Rebecca: You can be new to something and still be really passionate about it… and committed to it.

Bonni: Yeah, and very good at it as well.

Rebecca: Yeah.

John: When will your book be coming out?

Bonni: The book comes out in January of 2020.

John: So it should be coming out shortly after this podcast is released.

Rebecca: Bonni, we always wrap up by asking: what’s next?

Bonni: Well, since the book is just being released out into the wild, I do plan on sitting and doing absolutely nothing for a while. But, in addition to that, one of the milestones I’m looking forward to on the podcast side is that episode 300 is coming up in March. So, I’m starting to think about how to mark that time as a milestone and think through some of the ways in which I have just been transformed and invite others to do the same. So I’m looking forward. I haven’t quite figured out what that looks like yet, but I am looking forward with anticipation to that opportunity to step back and reflect

Rebecca: It’s a really exciting moment for sure.

John: Your podcast was one of the very first ones I started listening to. Actually, Michelle Miller was here about five years ago, and she mentioned it. She gave it a plug during one of her presentations. So, I started listening and quite a few people I think did then on our campus,

Bonni: And your podcast, how long after that, did it start?

John: A while. We just started that in 2017 in November,

Bonni: I think I must have started listening relatively soon from the beginning, I mean, because I feel like I’ve been listening for a long while and I just enjoy the conversation. It’s like once a week is about all I could do. So, it’s fun to have you know, another regular conversation about teaching. I just love it. And especially because it’s tea, and I don’t drink coffee so Im really looking forward to a tea oriented podcast. [LAUGHTER] Not that I don’t also love that coffee-oriented one, but you know, it’s just fun to have tea get a voice in the matter.

John: TOPCAST actually just released an episode in early December where they were drinking tea. I think it’s the only time I’ve heard them talk about tea.

Bonni: They’re encroaching on your territory, you better watch out.

John: They mentioned that and I saw one of the presenters down at OLC and I got a picture of him drinking tea there.

Bonni: My daughter this morning said “What podcast are you on?” I said “Tea for Teaching.” She was so excited because I said “They always ask what we’re drinking.” She said “Tell them ice tea, Mommy.” “Okay.” [LAUGHTER] I’m actually laughing because I during this conversation, I’m looking aside I had brought my iced tea in ‘cause I hadn’t made it to Starbucks this morning… and look what appeared… the actual Starbucks iced tea. My husband has come into the room while we’ve been talking and left some iced tea, lest you think I’m not a committed iced tea drinker. There’s a second bit here to go. [LAUGHTER]

Rebecca: Awesome. I also really appreciate the idea that one of the big rocks can be sitting and doing nothing.

Bonni: Yeah, yeah.

Rebecca: I just wanted to emphasize that.

Bonni: But I will say, as someone who’s not great at that, but enjoys the practice of attempting it, it’s hard.

Rebecca: I agree.

Bonni: Cause we become accustomed to the constancy of the movement and the thinking that our purpose is to do instead of to be, and so that’s really hard work to do. and can be troubling and unexpectedly emotional. You have to dose up on the ways with which you’ll process what might come out when you actually stop.

John: That’s something I’m not very good at.

Rebecca: No, definitely not.

John: Well, thank you. This has been really fun talking to you and we’ll keep listening to your podcast and we recommend it all the time.

Bonni: I know it’s so fun to talk to our podcasts that we like to listen to.

Bonni: Well, I feel like we’re sister and brother broadcast because I so enjoy listening to tea for teaching and I’m so honored that you would want to have me on the show. So thank you so much.

John: Thank you.

Rebecca: Well, thank you.

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John: If you’ve enjoyed this podcast, please subscribe and leave a review on iTunes or your favorite podcast service. To continue the conversation, join us on our Tea for Teaching Facebook page.

Rebecca: You can find show notes, transcripts and other materials on teaforteaching.com. Music by Michael Gary Brewer.

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