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Showing posts with label Assertiveness. Show all posts
Showing posts with label Assertiveness. Show all posts

Friday, March 28, 2014

Busy Women's Retreat: Building Stress Resilience & Passion Power



Busy Women's Retreat:

Building Stress Resilience & Passion Power


A One-Day Stress Doc ™ Retreat in Columbia MD (between DC & Baltimore)

 
Date &Time:  Saturday May 3rd from 9:00am to 4:30pm

Where:           Sheraton Columbia Town Center Hotel (more hotel info below)

                            10207 Wincopin Circle, Columbia, MD 21044  [Near I-95; off of MD 32 and 175]

Cost:              $125 for Sat; lunch on your own; morning and afternoon snacks provided)

 
More Info:      301-875-2567; stressdoc@aol.com; www.stressdoc.com

Want to come for a Fri half-day – afternoon or evening – workshop? $50 cost; overnight stay option at Sheraton; if we have the numbers, one can attend Fri and not attend Sat or vice versa.
 
In response to several recent requests, the Busy Women's Retreat (BWR) lives again.  This day-long FIT event – FUN-Interactive-Thought-provoking – will be led and facilitated by Mark Gorkin, the Stress Doc™, MSW, LICSW, acclaimed, speaker, writer, therapist, critical incident consultant, work-life coach, and retreat leader.  The Doc's website – www.stressdoc.com – has been called a "Workplace Resource" by National Public Radio.  [See testimonials below.]
 
Hotel Overview:  The newly renovated Sheraton Hotel overlooks the lovely Lake Kittamaquandi.  The Sheraton is in walking distance of an array of quality restaurants and the Columbia Town Center Mall:  Macy's, Nordstrom’s, and many other stores.  [More info below]
 
Busy Women’s Retreat:  Key Content Areas & Objectives
 
In a TNT/3-D -- Time-Numbers-Technology/Driven-Distracted-Disruptive – World taking time for “R & R” – Reflect & Recharge – is vital.  There's no better way to do this than by:
 
1) partnering with the uncommon experience and skillful, compassionate, and creative guidance of the Stress Doc, and
 
2) with the Doc as gifted facilitator, joining forces with kindred spirits to generate new and powerful healing and harmonizing perspective, especially the possibility and power of hope.

In this interactive, "Helmet's Off" and "How To" program, you’ll gain skills, tools, and techniques for strengthening stress resilience, appreciating healing humor and the capacity to both laugh at and embrace one's flaws and foibles; learn to grieve productively and let go, be more resiliently risk-taking, and bring more healing, playful, and passionate energy along with creative focus to your personal-professional-family-relational goals, challenges, and dreams.

1.  Stress Resilience.  Quickly Identify Stress Smoke Signals and the Popular "Four Stages of Burnout"; learn Strategic Steps for Preventing/Rebuilding from Burnout; discover Research-based Psychological Hardiness, especially vital during Transitional Times; learn the Stress Doc’s Stress Resiliency, Brain Agility, and Emotional Integrity Formula – Natural SPEED

2.  Good Grief.  Recognize and Embrace "Grief Ghosts; differentiate among Loss, Grief, and Depression; learn how to Release Guilt/Shame and more deeply "Grieve, Let Go and Grow with the Flow"; gain guidance and support on the ever-increasing Challenge of Family Care-Taking

3.  Disarming and Defusing Communication Skills.  Learn to Defuse Self-Defeating Power Struggles by Asking Courageous and Trust-building "Good Questions"; distinguish Healthy from Dysfunctional Conflict; practice Meta-Communication and "I"-Message Tools and Techniques for Disarming Critical Aggressors

4.  Risk-Taking and Passion Power.  Discover the Model for Creative Risk-Taking and the Doc's Four "P"s of Passion Power – being Purposeful-Provocative-Passionate-Playful (see SHRM testimonial below); learn to Challenge Your Intimate FOE – Fear of Exposure

5.  Healing Humor and Team Building.  Engage in the Doc's acclaimed “Intimate FOE Small Group Exercise”; experience the power of Self-Affirming Storytelling, Group Art Therapy, and sharing Healing Humor.

And most important, we will learn from one another, understanding each of our vulnerabilities and drawing on each participant’s personal-cultural strengths.  As was noted by the coordinator of the first Busy Women's Retreat:

Transforming Stress, Conflict and Change into Passion Power" was itself a very powerful theme, and you were able to so skillfully present and guide the group! This subject brought a lot of heavy emotions from the women to the surface. Your ability to help the women work through their issues, and even more importantly, your ability to give them tools with which to transform their stress was truly amazing. The participants in the retreat told me personally that they were very impressed with the way that you managed the group and that they took away many things that they can use in their everyday life. Your presentation helped them to evaluate their stressors differently, to see the positive in every stress, conflict and/or change. Moreover, you helped them to realize they are not alone, and you were so skilled at allowing and encouraging others to give feedback within the group!

Other Testimonials

1) From a member of the original Busy Women's Retreat; Ann-Marie became a phone coaching client

Oct 12, 2013

I am so glad you are offering your services to many. You are an insightful man who helped me to have clarity and find my strength in chaos. I honestly believe that "God" put you in my path. I am still unsure of my future but I do know that I made the right choice. Without your understanding, patience and knowledge, I would not have been able to make that move. I may have slip-ups but I hear your voice and your words in my head and you continue to guide me.

Ann-Marie
(Phone Coaching Client)
~~~~~~~~~~~~~~

2)  Developing Stress Resiliency, Humor, and Passion Power:  The Gift of Interactive Engagement; for Human Resources Palm Beach County, FL (HRPBC; SHRM affiliate); Kickoff Speaker; 100 attendees; 1.25 hrs

Feb 27, 2014


Hello Mark,

HR Palm Beach County had the wonderful pleasure of having Mark Gorkin "The Stress Doc" present at one of our monthly dinner meetings. Mark's presentation was both insightful and engaging. He has a way of captivating the audience and make them want to hear more. We enjoyed his insights on the factors that cause stress and how to overcome them. We hope to hear more from "The Stress Doc". It was definitely time well spent. We especially enjoyed his perspective of Passion and Power. Mark Gorkin is a must hear!

Tanya Vaughn-Patterso
HRPBC Program Chair

Diversity & Inclusion Consultant
NEXTERA ENERGY
~~~~~~~~~~~~~~~

Sheraton Columbia Town Center Hotel
MD/Columbia/Sheraton_Columbia_Town_Center_Hotel [Average overnight room rate is @$100.]
10207 Wincopin Circle, Columbia, MD 21044
Click here: Columbia (for more hotel info)
or
http://www.orbitz.com/shop/hotelsearch?type=hotel&hotel.chain=SI&hotel.keyword.key=Columbia%2CMD%20&hotel.rooms%5b0%5d.adlts=1&hotel.type=keyword&hsv.sortOrder=NET_PLUS_MARKUP&hotel.chkin=03/22/14&hotel.chkout=03/23/14&search=Search&WT.mc_ev=click&gcid=AOLST5&lpid=plhot&hsv.showDetails=true&hotel.hid=15659&hotel.hkey=15659_null_null_null_A1:0

Come experience a whole new feel at Sheraton Columbia Town Center Hotel. Our $12 million renovation project encompassed a fresh new lobby as well as 290 transformed guest rooms, offering calm, stylish décor and Sheraton Sweet Sleeper™ Beds plus sleek new bathrooms. We've remodeled our sleek Lobby Lounge, ideal for enjoying light bites or cocktails, and renewed the fine, award-winning Waterside Restaurant, where carefully prepared and delicious local cuisine is served amidst crystal, fresh flowers and views of the lake. Connect with guests, work, or family at the new Link@Sheraton experienced with Microsoft, located on our lobby level. Centrally located between Baltimore's Inner Harbor and Washington D.C., the Sheraton Columbia Town Center Hotel has everything you need for work and for play. Stroll around our 12 wooded acres in Columbia, Maryland, overlooking the serene Lake Kittamaquandi. Shopping, sporting events and more are all nearby. Complimentary garage and outdoor parking is available. When you return from a full day of meetings or sightseeing, you'll feel brand new after experiencing our refreshing outdoor pool and 24-hour state of the art fitness facility.

Friday, February 15, 2013

The Final Five "N & N" Tools and Techniques for Saying "No” (and Meaning It) -- Part III

Part I of this three-part essay, “Why Is It Hard to ‘Just Say No’?:  Ten Barriers to Asserting Your Individuality, Intentionality, and Integrity,” focused on ten psychosocial barriers to affirming priorities, setting boundaries, and saying "No!"  (Email stressdoc@aol.com if you missed Part I.) 

Part II presented the first five "N and N" Tools and Techniques for Saying "No” (and Meaning It):

1.  Clean Up Your Static to Give a Clear Message
2.  Be Empathic yet Firm
3.  Use Relevant Facts and Place Issue in Context
4.  Use Assertive "I"s Not Blaming "You"s
5.  Don't Belabor an Apology

And Part III will close out the “N and N" Top Ten and provide some “lagniappe” (a little extra as we’d say in N’Awlins) – tips for even setting some limits on the “Big Honcho.”  Until then…Practice Safe Stress!

Avoiding the “Drop Everything, It’s an Emergency” Trap

Before launching onto the “Final Five,” let’s lead with the “lagniappe.”  How do you say no to the “Big Boss” or anyone in a significantly higher authority role?  My recommendation of saying, “With what I have on my plate, I can’t help you with “abc” right now, but I may be able to help you with “def” or call back in two days regarding “abc,” likely won’t fly when in a subordinate position.  (See “N and N” – Part I as well as process tips below for negotiating with colleagues and subordinates.)

Let’s start with some background.  When grappling with an important problem how does the “Big Boss” often approach underlings especially in times of uncertainty and transition?  I’ll venture to say I’m not the only one who’s been on the receiving end of this (melo)dramatic message”  “It’s an emergency; drop everything!”

And if you simply do as instructed this is a prescription for high stress; and if common practice, a formula for burnout.  Remember, burnout is less a sign of failure and more that you gave yourself away.  Actually, in all likelihood the fundamental issue is the boss’ exaggerated declaration – the situation is an “emergency.”  In my book, emergencies are basically “life and death”; everything else can be prioritized.  Whether the boss is in a harried state or has a Type A predisposition to always be “in control,” s/he is likely overreacting and trying to hijack you for a “crisis-driven rollercoaster ride.”

So the first survival step means not buying this “emergency” problem description.  In other words, don’t let someone’s false sense of urgency become your anxiety!  Here are my suggested “Defusing the Crisis and Regaining Some Control” Responses:

a.  Reframe and Acknowledge Its Serious Nature.  The first step is to describe the issue as a “serious or troubling situation,” moving it subtly from the “emergency” or “urgent,” the sky is falling down lexicon.  Such language not only allows for more options and rational thought (you don’t have to immediately jump off the problem-solving cliff), it helps you feel some measure of control of the problem-solving process.  And in these circumstances, anything that allows an individual some semblance of control or influence helps reduce personal anxiety or stress.

b.  Ask for Prioritizing Guidance.  Another big problem is the boss’ lack of knowledge of all the other tasks and projects you likely have on your plate.  Or even if aware of your workload and schedule, she’s only focused on the alleged “meteorite” heading for his business.  Now, replace the recommended emergency action mode with a strong suggestion to the boss:  “Let’s take five minutes to help me reprioritize what I’m currently working on, so I can give this serious situation the time, energy, and attention it deserves.”  (Hey, you can call this, at least in your own mind, a five minute “TEA” break.)

c.  Facilitate Rational Control.  In my experience, most bosses like or need to be in control of significant situations affecting them personally or organizationally.  By asking for priority guidance, you are allowing the boss to transform his or her helter-skelter state into a more purposeful and focused mindset.  You might even reinforce this process saying in so many words, “I want to make sure we do some strategic planning and priority readjustment before launching from our problem-solving cliff; not to do so, down the road, might invite misunderstanding and mistakes.”

d.  Set the Stage For the Feeling of Importance.  Finally, by asking for assistance, you also will be appealing to his “expertise” or “experience” (whether wholly valid or not) and certainly his ego, if not vanity.  And remember sociologist philosopher, Ernest Becker’s powerful insight from his Pulitzer Prize-winning book, The Denial of Death:  The most important human urge is the desire to feel important!

In addition, I suspect you won’t be accused of being too dependent on others in an “emergency.”  Rather, you will likely be viewed as a cool-headed problem-solver who knows how to strategically marshal resources at critical times.  You might say you are developing your “leading from behind” skills; much better than always running from or with those “seat of the pants on fire.”

"N and N" Tools and Techniques for Saying "No” (and Meaning It)

Having outlined and hopefully savored our “leadership lagniappe” (or “baker’s dozen”), we are now ready for “The Final Five”:

6.  Repeat Yourself Exactly.  For some people, hearing a "No" can be as difficult as it is for others to take a contrary stance.  First, some just won’t believe you; you’ve always been so “accommodating.”  (We won’t mention that you’ve too often felt like a door mat.)  Others will quickly decide that your "No" is a sign of disloyalty or defiance.  These recipients of your "negativity," especially individuals who see themselves as being so accommodating and self-sacrificing, who have done so much for you, may feel deprived or betrayed.  They are entitled to your siding with them, if not rewarding them, for their goodness.  While claiming their motives are devoid of self-interest, ironically, you have violated their "just world" hypothesis – self-righteous attitudes and actions yield the right and deserved results.  Alas, these people are trapped in their own "fairness fallacy," and want to drag you into their "holier than thou" (or “holy hell”) belief system.

What this means is that your "No" may well be a shock to a demanding or delicate or a delicately demanding and dysfunctional person.  And typically, in a state of shock, our sensory apparatus begins to glaze over.  Or, once the shock has passed, the receiver of your "No" feels threatened or attacked and now may generate a new and narrow focus – to guilt-trip or browbeat until they get their way.  In such a scenario, your "message sent is not message (objectively) received."

Affirmation and Direction through Repetition

Clearly, if it's important to get your message across, then persistence is necessary for restoring some order and borders to the transaction.  In other words, repeat your message – word for word.  If your initial message was objectively clear and straightforward, don't modify the content out of anxiety or false hopes.  Beyond acknowledging that you would have liked being more helpful, don’t dilute or soft-sell your “No.”  Remember, the message sent was missed or dismissed not simply due to a misunderstanding of the facts or your perceived faulty logic.  Your “No,” along with its control and status implications, challenges the receiver’s self-centered expectations and misguided sense of fairness or entitlement.  Remember, you have a track record of being pliable.

Based on the preceding argument, you should not be surprised by the receiver fumbling or dropping your "No" message.  Second, don't take it personally if the other person doesn't "get it" at first.  Again, calmly repeat your position.  If not careful your surprise, disappointment, or frustration with the other party’s “negative’ reaction will contaminate your second, poised and reaffirming delivery.  At best, a reactive message will have an exasperated or impatient air; at worst, your repetition may reek of a self-righteous or condescending tone.

7.  Be Concise and Congruent.  If your intention is to affirm your position, then saying "No" and your subsequent explanatory message should be clear and to the point.  To borrow from the Bard, Brevity is (not just) the soul of wit.  Being concise sounds confident; you appear in control if not in command.  Adding excess verbiage (often reflecting psychic baggage) dilutes or obscures the crux of your message, i.e., one “can’t hear the verbiage from the garbage!”  In addition, over talking can also undermine your status and erode the perceived strength of your position and person.  Suddenly you are defensively justifying your beliefs or behavior.

Just as unnecessary words and explanations can obfuscate a clear "No" message, nonverbal dynamics can also powerfully impact "message sent is message received."  If a "No" is delivered tentatively or meekly, with eyes diverted and shoulders slumping, then words and body language are incongruent.  You'll be lucky to be only accused of sending mixed messages.  Invariably, a passive or ambivalent nonverbal presentation trumps the spoken word.  Conversely, squared shoulders, direct eye contact along with a clear and firm tone heighten the credibility and potency of your "No."

The Bully Boss

Here's an example.  I recall a paralegal being unfairly criticized, if not ridiculed, by a senior partner attorney to whom she was assigned.  Alas, he seemed to enjoy tormenting subordinates.  Most people would not stand up to him.  The paralegal was becoming sick trying to get on the abuser's "good side."  On the verge of quitting, she finally spoke with a more senior colleague.  The latter's direct and concise advice:  "Get tough or leave."  (The other senior partners were not ready to take on this Rambo rainmaker.)

The young paralegal decided to become steely; she was not going to let this jerk drive her off.  While it took practice, she began giving brief, no nonsense answers to this bully.  She carefully modulated her emotional expressiveness; firm, detached, and business-like was her mantra.  In other words, despite the status disparity between these antagonists, she was no longer being so deferential to the authority.

And big surprise.  No longer able to make the paralegal squirm (at least outwardly), the attorney lost interest in "the game."  This woman eventually left the firm, but on her terms.  Clearly, being concise verbally and in control emotionally can foster inner resolve and be a source of personal integrity and interpersonal strength.

Take home lesson.  Of course, on the "burnout battlefield," having to employ this survival coping strategy for extended periods of time may not be healthy for your mind or body.  But this strategic “No-nonsense” position may help you win the short-term encounter.  And you'll be setting limits and boundaries that may enable you, over time, to win the war, at least symbolically.  Finally, you'll have a greater chance to leave the battlefield under your own powers.

8.  Now Ask for Feedback and Discuss Options.  Once you have clearly and concisely affirmed your starting (or non-starting) position, you have a solid base for soliciting input.  Two feedback or negotiation possibilities immediately come to mind:  a) discovering and acknowledging the other's thoughts and feelings about your "No" and/or b) having a discussion about problem-solving options.

a) Ask for input.  Soliciting or accepting the other's input, especially a counterargument to your "No," may preempt an open or ongoing power struggle.  Counterattitudinal research indicates that allowing people to argue with you often narrows a content and relational gap between antagonists.  Remember, we rarely just argue facts or figures; frequently the intensity of an exchange involves elements of self-esteem and status, and who has discretionary power or resources. 

The implied message of a counterattiudinal challenger might be:  "You better realize that I have the freedom or the control to disagree (actively or passively) with you and your "No."  Or, "Don't think you are better or smarter than me."  For example, a subordinate expressing his or her difference with an authority (or vice versa) often takes the steam out of issue defiance or domination.  Ironically, by not fighting another's need for control you may help the other loosen the control reins.  And allowing an antagonist to disagree with you may, over time, help this person come around to your factual or attitudinal viewpoint.  As I like to say:

If we can allow a person who says, 'Yes, but,' to rebut
Even if they may be a pain in the…
(But you know what I mean)
We can often get them to say, 'But…yes!'

b) Discuss and Validate Perspectives.  Remember, in the long run, handling another's criticism or frustration with openness, calm, and conviction often builds trust.  Also, within the framework of a self-reaffirming and trust-building "No" and post-"No" exchange, the stage is often set for productive negotiation:  Mutual concession and "letting go" of "the one right way" frees the mind to discover overlooked options or design novel approaches.  As Nobel prize-winning author, Albert Camus, observed:  Once we have accepted the fact of loss [including the feeling of loss of control or face when confronted with a “No”] we understand that the loved one [or loved position] obstructed a whole corner of the possible pure now as a sky washed by rain.

If at all possible, work hard to have both parties experience participatory involvement and input, along with some sense of status or relief, if not positive outcome.  Or, at least, during this negotiation, the contentious parties must believe that there points have been truly considered and the concessions or loss of status and goals are not disproportionately one-sided.  My favorite definition of consensus:  each contending party gives up a little for the benefit of the common goal or greater good.

9.  Time Out Option.  In the heat of interpersonal conflict, if not outright battle, it's easy to lose your cool.  Maintaining rational thought or expression (including managing facial scowling, voice tone and volume, finger pointing, etc.) is challenging when excited or highly emotional, and certainly when feeling under attack.  Remember, you have the option to say, "Right now my position is 'No'" or even, "I'm not sure.  I need to think about this further.  I'll get back with you first thing tomorrow."

Taking a "time out" is not necessarily retreating in the negative sense, that is, you are not fleeing with your tail between your legs.  Choosing to retreat can be a meditated option allowing you to reflect on your position and the nature of the conflict, as well as on any past, resurrected critical voices, grief ghosts, or simple previous hurts or embarrassments.  And, if necessary, it also buys time for planning a more effective immediate counter and subsequent strategy.

Also, don't kick yourself for not mustering the perfect comeback to an arrogant or pompous aggressor.  Know that you can recover from this momentary lapse.  Have a good night's rest, formulate your riposte, and you'll nail the jerk in the morning.  (Just kidding.)

Again, taking a time out means you are clearly setting a boundary, whether you have or have not articulated a definite "No."  And hitting the pause button means you are less likely to be pressured into an impulsive reaction or decision.  You are exerting some control, yet leaving open some room for negotiation.  You present yourself as neither rigid nor righteous, that is, a know it all.  You are not throwing fuel, i.e., "hot air" on the interpersonal fire.  While your antagonist may still be smoldering, he also has time to ponder his reaction and your position along with his needs and expectations.  A time out can be a "cooling off" period.

Laundry Wars:  Defusing a Hot Cycle

Let me share the de-escalation value of a time out, whether mutually or purposefully derived or not.  Anybody ever live in an apartment building?  If so, what was the biggest potential battle zone?  How about the laundry room?  Sure enough, one day I’ve brought down my clothes to be washed and all the machines are cycling or spinning except one.  This machine’s cycle has ended, but the clothes are still inside.  So I wait five minutes, and nobody shows.  (As an ex-New Yorka, I believe there is a ten-minute “laundry room” grace period.)  Well ten minutes is rapidly approaching…and I decide to take action.

Naturally, as I’m removing the clothes, who should walk into the room?  It’s their owner, and he’s not happy.  Alas, this guy, perhaps ten years younger, has me by about four inches and forty pounds, and begins yelling, “Why are you being so aggressive?  Why are you being so aggressive?”

Initially I try to explain, mentioning the ten-minute wait, but to no avail.  He’s not listening; he’s just enraged, verbally blasting me and physically getting closer.  Finally, I’ve had enough, and using my best “command voice,” declare, “Aggressive?  I’m not the one that’s yelling!”  (And believe me, I was tempted to add, “you bozo” or “like a madman,” but somehow either a higher power or maybe an awareness of our discrepancy in size helped frame my “I”-message counterpunch.)  In other words, I did not turn “You”-message provocation into a laundry room conflagration.  There are times when discretion is the better part of valor.

Well this finally slows Mr. Rhino in his tracks.  He starts grumbling, gets his clothes, puts them in a drier, and slams the door on his way out.

While shaking a bit, I start my wash and leave.  I recall sharing my experience with a retired neighbor.  She empathized, adding that she too has found some of the younger people in the building inconsiderate when it comes to laundry room etiquette.

Anyway, thirty minutes later, I’m taking out my wash, transferring it into an empty drier when who should walk through the door.  And suddenly I’m thinking:  “Oh, oh…Round II.”  But no, during our half-hour retreat to neutral corners my antagonist has had a change of head if not heart.  He now says, “You were right.  How were you supposed to know when I was coming down?”  Not quite an admission of regret or an apology, but at least a cessation of hostilities.  I thanked him and we went our separate ways.

Closing Moral of the Story.  Clearly, that thirty minute separation had a “cooling off” effect.  Actually, there are times in the heat of battle when a person has to blow off steam, yet still be contained before becoming truly combustible, if cooler heads are to prevail.  So how ever it arises, don’t forget the power of a necessary “time out.”

10.  Summarize Agreements and Confirm Expectations, Including the Monitoring Process.  As we tackle the final tip, first let's acknowledge that the preceding steps comprise a rational problem definition, personal control/affirmation, and mutual negotiation (or at least needed anxiety reduction or separation) process.  Now, after you have put on the table and expressed your initial "No" along with alternate proposals and beliefs, expectations and emotions, it is wise to recapitulate your take on the agreement.

Also, ask the other party to put into words his or her understanding of what you won't do and what you will do.  In turn, summarize the other's position and agreement.  Paraphrasing is a powerful tool for closing any remaining gaps between "message sent and message received."  Don't be surprised if you still require some final feedback volleys to reach consensus.  And this "end game" exchange is critical for getting both parties on the same page regarding expectations:  Do both parties have the same working conception of negotiated action plans and problem-solving steps?

Returning to our opening scenario involving the employee putting in more weekend overtime than his or her colleagues (“N and N” – Part I), here are some monitoring markers:

a) has the manager placed the issue on the table in a timely manner at a team meeting?

b) does the team believe that the current project justifies extra-ordinary weekend work or do people feel they are being compelled to work unnecessary overtime because of a manager's or team member's inefficiency? and

c) if there is consensus on the need for this overtime, and a system and structure has been devised that has group "buy-in," does the negotiated plan, once put into action, achieve a more equitable distribution in the weekend workload?  Surely, this is the bottom line!  (P.S.  Who will be the plan monitor and person responsible for providing the degree of plan effectiveness feedback to the group?  If you are seeking increased group commitment and empowerment, it doesn’t only have to be the manager)

Closing Summary

Part I of this three-part series outlined a variety of barriers to saying "No."  Obstacles to setting limits and boundaries ranged from the psychological and interpersonal to the systemic and cultural.  “N and N” – Parts II and III outlined and illustrated ten tips and techniques to help you say "No and to Negotiate."  The "N and N" Top Ten":

1.  Clean Up Your Static to Give a Clear Message
2.  Be Empathic yet Firm
3.  Use Relevant Facts; Place Issue in Context
4.  Use Assertive "I"s Not Blaming "You"s
5.  Don't Apologize
6.  Repeat Yourself Exactly
7.  Be Brief and Congruent
8.  Now Ask for Input
9.  Time Out Option
10. Summarize Agreements and Confirm Expectations, Including the Monitoring Process

These ten guilt busting, boundary setting and bridge building commandments are not just guides for saying "No," disarming power struggles, and achieving productive consensus.  Our "N & N" top ten yield strategic ideas for strengthening bran-body fitness and for generating uncommon “synergy” – when individual parts are transformed into integral partners.   And these tools and techniques definitely help one and all…Practice Safe Stress!


Mark Gorkin, MSW, LICSW, "The Stress Doc" ™, a Licensed Clinical Social Worker, is an acclaimed keynote, kickoff and webinar speaker as well as "Motivational Humorist & Team Communication Catalyst" known for his interactive, inspiring, and FUN programs for both government agencies and major corporations.  In addition, the "Doc" is a Team Building and Organizational Development Consultant as well as a Critical Incident/Grief Intervention Expert for Business Health Services, a National EAP/Wellness/OD Company.  He is providing "Stress and Communication,” as well as “Managing Change, Leadership and Team Building" programs for a variety of units at Ft. Hood, Texas and for Army Community Services and Family Advocacy Programs at Ft. Meade, MD and Ft. Belvoir, VA as well as Andrews Air Force Base/Behavioral Medicine Services.

A former Stress and Violence Prevention Consultant for the US Postal Service, the Doc is the author of Practice Safe Stress and of The Four Faces of Anger.  The Stress Doc blog appears in such platforms as HR.com, WorkforceWeek.com, and MentalHelpNet.  His award-winning, USA Today Online "HotSite" – www.stressdoc.com – was called a "workplace resource" by National Public Radio (NPR).  For more info on the Doc's "Practice Safe Stress" programs or to receive his free e-newsletter, email stressdoc@aol.com or call 301-875-2567.

Saturday, February 9, 2013

"N & N" Tools and Techniques for Saying "No": Establishing Priorities, Setting Limits, and Solving Problems – Part II

Here’s a follow-up to Part I:  “Why Is It Hard to ‘Just Say No’?”  Part II provides the first five of ten “Tools and Techniques for Saying "No."  There were numerous positive responses to the “Ten Barriers to Saying “No” – Part I.”  In fact, a colleague and friend at the FBI Training Center asked if I could modify the essay for her workforce:  “Helping Leaders Productively Say ‘No’ with Employees, Colleagues, and Superiors.”

I hope this piece is also on target.  And Part III will complete the strategic “Top Ten,” including some specific tips for disarming the overly dramatic or controlling “boss” in the habit of declaring, “It’s an emergency; the sky is falling down.”  Enjoy!

"N and N" Tools and Techniques for Saying "No":
Establishing Priorities, Setting Limits, and Solving Problems – Part II 

Part I of this three-part essay, “Why Is It Hard to ‘Just Say No’?:  Ten Barriers to Asserting Your Individuality, Intentionality, and Integrity,” focused on ten psychosocial barriers to affirming priorities, setting boundaries, and saying "No!"  (Email stressdoc@aol.com if you missed Part I.)  The ten basic barriers and challenges to saying "No":

1.  Societal Norms
2.  Family Values, Sibling Order and Attitudes
3.  Fear of One's Own Aggression
4.  Fear of Retribution and Rejection
5.  Fear of Justification
6.  Fear of Being Labeled
7.  The Boundary Issue
8.  The Inability to Know or Trust One's Gut
9.  Fear of Being Alone or Abandoned
10. Fear of Standing Out

Clearly, these can be powerful deterrents to recognizing and experiencing your individuality and integrity, that is, your genuine needs, wants, joys, fears, passions, and beliefs, also establishing your credibility…as well as affirming your separate and genuine self or true spirit.  Learning to say "No" is vital for surviving and thriving in today's ever demanding, work-life boundary busting world.

"N and N" – “No & Negotiate” – Tools and Techniques for Saying "No"

While "Just Say 'No'" has become a pat phrase (not unlike "Have a Good Day") putting this affirmative concept into action frequently becomes a thorny if not daunting challenge.  The Stress Doc provides ten strategies for turning popular and too often simplistic expression into applied and substantive reality.

Here is the First Five of "The 'N and N' Top Ten":

1.  Clean Up Your Static to Give a Clear Message.  Saying "No" is not easy, especially if you believe the other party will be disappointed, feel rejected, or become angry and vindictive.  There's a tendency to either delay or dilute the limit-setting message.  And for a person who consistently accepts a deadline while knowingly withholding reservations about its achievability and then, at the eleventh hour, apologetically admits to not being able to make good on his promise, there's a label:  passive-aggressive "stress carrier."  Ouch!  (And you know the definition of a stress carrier:  a person who doesn't get ulcers…just gives them!)

So confront your anxiety about hurting the other or of being hurt.  Don't engage in overprotection or infantilization; the other person is responsible for handling his or her own emotions.  And beware of projecting your own fear of rejection in a conflict situation; that is, you may be the one struggling with rejection, not your antagonist.  Even more basic, if experiencing

a) emotional defensiveness – making excuses, denying a real problematic issue, etc.,

b) static – generalized stress induced worry, obsession, etc., or comparing yourself negatively to the other, and/or

c) flooding – feeling overwhelmed, ashamed, or personally “injured” by critical comments

during the interpersonal encounter try to defuse any impulsive or reactive energy and behavior.  Try using self-dialogue to acknowledge feeling hurt, scared, or angry, and then talk yourself down.  If necessary, declare a “time out” for reflection and regaining emotional equilibrium.

a. Consider the “Reflective and Responsive” Mantra:  Count to Ten and Check Within.  The standard advice when you’ve “had it up to here” with someone and want to verbally explode or simply lash out is, of course, “Count to ten.”  And while I see some merit, for me the cautionary counsel falls a bit short.  In the heat of battle, if thrown off guard, I can just imagine myself methodically counting, “1-2-3-4,” then suddenly shifting gears, flying through 5 through 9, and at “10” blurting out, “You bozo!”  (Even the Stress Doc is susceptible to that “You”-ruption every once in a while; though the words of French novelist Andre Gide from his book, The Immoralist, often helps me silently, if not serenely, place people and positions in perspective:  One must allow others to be right; it consoles them for not being anything else!)

So how can you trump a knee-jerk “reaction?”  Actually, to be less reactive, all you need is some of those well-developed multi-tasking skills to transform the old saw into a new aphorism.  (As an aside, while the younger generation is particularly adept at multi-tasking (and also frequently misguided when it comes to being “mindful” trumping multi-tasking), I suspect folks of any age who primarily hyper-speed through life may have some initial difficulty being personally reflective and psychosocially attentive.)  Anyway…my poetic mantra:  Count to ten and check within.  That is, while you are counting (and centering yourself or trying to calm) down, ask one or more of these questions, which may also slow the countdown:  “What am I feeling right now?”  Am I attributing all my hurt or anger to “the other”; am I about to vent with a blaming “You”?  Is it possible that some of my outrage reveals that my own “hot button” or emotional baggage issues have been pushed, triggered, or stirred?  Am I confronting my “Intimate FOE:  Fear of Exposure?”

Ø  Personal Interpersonal Example.  Consider this self-inventory process, though, admittedly, one several years in the making.  A heated exchange followed by quiet discussion enabled my partner to finally realize that my behavior was not equivalent to the immature actions of her ex; my actions were not really firing up her emotional cauldron.  It was her own low boiling point – worn down by an erosive and divisive marriage – helping to trigger her impatience and anger with her present partner.  (Though, of course, I certainly bring some of my own stuff to our intimate interaction.)  The real “hot button” was her self-regret, shame, and rage for not being strong enough to leave sooner a mostly dysfunctional “thirty year” marriage.  Clearly, “separation anxiety/being on my own” fear constricted her options; there were some irreparable consequences for the children, the adults, and the family as a whole.  However, having the courage to face your sadness and remorse softens the anger and rage that otherwise turns inward and/or gets acted out onto others.  And this deeper awareness should help a dyad’s interaction be less defensive and reactive.

When to Check Within and Without

After completing this rapid internal audit, if still confused or frustrated while in the heat of battle, then build upon the mantra:  Count to ten and check within…when in doubt, check without!  Alas, my poetic addition may be a tad ambiguous.  So let’s clarify some possible interpretations of check without:

a) check outside yourself; ask the other to clarify his or her message, e.g., “I’m not clear about what I’m hearing”;

b) check or set limits on a hostile communicator, e.g., “I don’t mind feedback, even critical feedback, but hostility and condescension are not acceptable!  Let’s try again”;

c) check in with an open mind, that is, without bias, making every effort to consciously suspend your assumptions and prejudgments; e.g., “I must admit I’m not neutral in this matter, but I will attempt to listen with an open and objective mind.”

Ø  The Paradoxical Power of “Time Out” or Retreat.  If issues remain troubling upon “checking within and without,” remember, you may momentarily retreat yet still be palpably real and paradoxically present.  You may check out to check in:  “I’m way angry right now, and don’t want to put my foot in my mouth (or your butt).  I’m not running out; I’m taking a time out.  I want to think about this, and I will get back to you first thing in the morning.  From my perspective, we are not finished.”  And remember, especially in the workplace, if a time out does not lead to a pass in the impasse, and you can envision further interpersonal head-butting, you may want to put your cards on the table; share your intention of seeking formal or informal third-party assistance or mediation.

Clearly, strategic-reflective retreating is not giving up but stepping back in order to cool down, lick wounds, reevaluate, perhaps talk with a “stress buddy,” integrate head and heart, gain new perspective and strategy, and then responsibly reengage.  (Of course, there are times, for example, in the instance of child abuse, when an aggressor-predator-enabler has clearly earned “You”-focused confrontation, condemnation, formal reporting, and legal intervention.)

The key to delivering a clean "No" message in a timely, if not immediate, manner is being clear and upfront in your own mind.  In addition, there is a “tactfully assertive” art and method of boundary setting that will help you establish limits while gradually encouraging a mutual discussion and problem-solving process.  Read on!

2.  Be Empathic yet Firm.  In the face of another's request or demand, saying "No" and slamming the door while walking out of the office or room is immature.  (Of course, a blow up may also indicate that you feel trapped in a no-win or abusive situation.  Maybe it's time to rethink your position, or to leave without slamming or being slammed.)  Storming out can also be self-defeating.  The recipient of such hostility will likely find ways to get even – overtly or covertly.  The preferred approach:  if possible, before delivering your "No" try to acknowledge the request without being defensive:  "I know this project is important to you."  If you are able, itemize the reasons for its importance, e.g., an upcoming deadline, achieving a specific goal, or the negative consequences for missing a deadline or compromising an objective. 

Ø  How to Say “No.”  Now, clearly and decisively say "No” while concisely explaining why you can't meet the request as presented, e.g., the number of items on your plate.  Then strategically balance your own "No" with, "However, here's what I can do"; for example, “While I can’t help you with ‘abc’ right now, I might be able to help you with ‘def.’  Try calling me back in two days about ‘abc’.”  Remember, you are allowed to place some responsibility on the party asking a favor.  (Part III will also provide tips when an “’abc’ to ‘def’” offering is likely not possible – dealing with a “big boss.”)

Ø  How Has Your “No” Been Received?  Ask for feedback, especially if the other party is perturbed by your initial position.  (See Part II #8.)  If your "No" and your tactfully assertive counter make an initial connection with the "Four Problem-Solving 'P's" – the other person's Pain and Passion, Purpose and Power – you will be laying the groundwork for "N & N":  No and Negotiation.  (And connecting to a “power” issue may both involve recognizing the other's strengths and/or understanding his vulnerability or feeling of futility.)

3.  Use Relevant Facts and Place Issue in Context.  For example, if a manager asks you to work on the weekend, responding in the following manner is less than a desirable strategy: "You always ask me to work on the weekend.  You're not being fair.  I'm not doing it!"  One problem with the response is that it's too global:  "You always ask me."  The second sentence is a “blaming barb.”  And out of frustration, by impulsively declaring, "I'm not doing it," you come across somewhere between being petulant and defiant.  You are also slamming the door on potential clarification, negotiation, and consensus building. 

Ø  A Smarter Strategy.  A cooler and wiser approach is being objective, not objectionable.  For example, try saying:  "I'm frustrated.  I'm not sure you realize that it's the third time this month that I've come in on the weekend.  I know this project is out of the ordinary; and I do want to be a team player.  However, maybe we need a better department-wide system for enlisting weekend workers.  By waiting till Thursday afternoon for recruiting whoever's available, the weekend workload is not falling equally on department personnel.  I'd like to bring this up on Monday in a department meeting."

You may decide to work the weekend in hopes of having the boss "owe you."  Obviously, being "on call" is built into some job descriptions.  If being available 24/7 doesn't apply, then, even without specific weekend plans, you have the right to protect your home-life and work-life boundaries.  Alas, if you have a boss who, on a consistent basis, won't respect such boundaries and there is no recourse for appealing to a higher authority (besides praying fervently) then it may be time to reassess the viability of your job situation.

4.  Use Assertive "I"s Not Blaming "You"s.  There is an art to expressing frustration and anger.  Blurting out blaming "You" messages, e.g., "You're not fair," “It’s your fault,” or as previously mentioned, the global, "You always," not only highlights gaps in your communication capacity.  In addition, this approach only throws fuel on the feedback fire.  The other party will likely become defensive-aggressive or passive-aggressive, perhaps getting even at a later time.  As noted, you can be assertive and tactful when making an objective point:  "I'm not sure you realize I have worked three weekends this month."  Using tentative phrasing – "I'm not sure" – is often a sign of strength; you don’t come across as superior or condescending.  (Of course, there are times when its use reflects questionable motives.  After a workshop, I recall a judge sharing that he liked my tactful yet tactical "I'm not so sure" counter in the heat of a potentially "right vs. wrong" power struggle.  He thought he might try it out with some of those provocatively aggressive attorneys with whom he battles daily:  "I'm not so sure…you a-hole!"   Umm, judge…you don't have to credit me for your new approach to engagement.)

a. Be Specific and Objective or Tactfully Subjective.  Obviously, be careful about using provocative language that seems to label, blame, or critically judge someone as "unfair" or a “fabricator” (let alone a body part).  Focus your comments and concern on the specific problematic behavior.  Of course, when there has been a pattern of problematic behavior or decision-making, emotional subjectivity may need to be addressed before objectivity can be achieved.  Consider an opening that drops the exasperated, blaming "You"s:  "I have to say I'm confused and frustrated" (rather than “You’re driving me nuts”).  “Here are the facts, and why I believe there’s a problem.”  This allows you to blow off some steam without being overly reactive.  You are acknowledging and taking responsibility for your emotions and for clarifying the situation.  (Btw, what I really want to say to someone who’s accusing me of driving him or her crazy:  “Gee, I think you’re giving me way too much credit.” ;-). 

By purposefully channeling your aggression you are better able to calmly and effectively assert "the facts."  You also can affirm your beliefs and boundary without being defensive, that is, without blurting out “You’re not being fair; I'm not doing it."  Now your "No" seems less negative.  Instead of shutting a door you are opening a problem-solving window that frames the issue in a more useful and inviting manner.

b. Differentiate Blaming “You” vs. Responsible “I” Messages.  “You’re always late,” “What’s your problem?” or “You made us look bad.”  “You” messages not only assign blame or are judgmental and often global (e.g., “You never”), but they deny any responsibility on the part of the person making those “acc-you-sations.”  (And, naturally, a “chronic acc-you-ser” risks becoming a blameaholic!)  Actually, even worse, these accusing “You”s often facilitate a transfusion of power:  the “acc-you-ser” is increasingly becoming a puppet and is enabling the so-called antagonist to pull all his or her strings.

So, instead of “You’re making me mad” or “It’s your fault,” how about, “I don’t like what’s going on between us.  Here’s what I don’t appreciate (or) this is what has me frustrated, concerned, uncomfortable, etc.”  Then specifically, clearly, and concisely state your “I”-message concern, e.g., “I prefer being asked or questioned about my reasons for doing XYZ rather than being confronted by global or indirect assumptions.  I need for us to talk about what’s going on and clear up our different expectations!”

Ø  Breaking Away from Blaming.  The shift from blaming or judging involves:

a) asserting one’s own beliefs and perspective and, when necessary, firmly yet respectfully setting limits on the use of “You”-message fault-finding,

b) setting boundaries on a party not respecting one’s physical or psychological space,

c) evolving a perspective that is less focused on the other person’s “faults” (that is, an intrapersonal position) and more concerned with developing an interpersonal, “How are we together generating this situation and what can we do about it?” problem-solving approach, and

d) acknowledging and taking responsibility for one’s actions and feelings by using “I”-messages, including acknowledging one’s own strengths and vulnerabilities, likes and dislikes, as well as concerns and irritations.

Such an emotional-communicational shift means being authentically “self”-centered in contrast to being narcissistically ego-driven.  Remember, a healthy “I”-communicator strives for real and respectful, responsible and responsive give and take between the parties.  (Email stressdoc@aol.com for my article “The Four “R”s of PRO Relating.”)  The narcissist invariably sees life through a “perfect or pathetic,” “black or white” or a “right or wrong” lens, though these may even have rose-colored tinting.  This personality inevitably needs to be “one-up” or “in control,” whether through intimidation, withdrawal, or guilt-tripping.  And when the surprisingly sensitive narcissist feels his or her hurt is triggered by an alleged provocateur, or by someone who doesn’t appreciate all of his or her sacrifices, then launching the old blamethrower is excusable, if not perfectly justified.

Quickly Bringing the Impact of “You” vs “I” to Life

Of course, a “blameholic” can consciously or not try to disguise weakness or immaturity with a Mr. Bluster mask and manner, if not “smoking hot mirrors.”  Still, the difference between affirming “I” responses and offensively defensive “You” reactions is fairly transparent.  For example, imagine you are in an argument, perhaps over politics or whether a movie was worth seeing, and the other party suddenly tires of the logical back and forth.  Consider the impact of each of these two-word declarations.  Can you hear and feel the difference between “You’re wrong” (said with a judgmental tone) as compared to “I disagree” (declared with energy and conviction; or perhaps with a tad more tact, “I see it differently”)?

And when an audience member helps me act out this contrasting two-word scenario, the consistent group facial grimaces (and occasional gasps) reveal the verbal and emotional impact.  And quick analysis is illuminating:  “You’re wrong” no longer is dealing with the specific issue but is actually dismissive of the other individual.  In contrast, “I disagree” is predicated on the other’s position or points of argument, that is, the “I”-response is respectfully problem-focused while a “You”-reaction is often judgmental, “one-up,” and ego-driven.

Ø  All or None vs. “Head and Heart.”  Finally, I believe reactive “You” messages tend to be one-sided, driven by “right or wrong” and “all or none” presumptions:  “all head” (e.g., a coldly intellectual remark or a rejoinder dripping with scarcasm, e.g., “I’m just sure you could not have done anything else?”) or “all heart” (e.g., a wounded or weepy, “feel sorry for me,” outburst or lament).  In contrast, a “responsive” “I”-message combines both “head and heart.”  An “I” perspective typically attempts to perceive, understand, and integrate multiple perspectives, that is, tries to construct a meaningful assessment of one’s own along with the other’s deeds (and misdeeds), needs, and intentions.  Again, “I” messages don’t add fuel to the ire; they tend to be “respectful, real, responsible, and responsive.”

5.  Don't Belabor an Apology or Justification.  If you pride yourself on being understanding and accommodating, if you downplay the importance of "giving of yourself and giving to yourself," then saying "No" can be a challenge to your sense of identity and self-worth.  As was illustrated in Part I, numbers of people grew up in families that strictly enforced loyalty to authority:  Difference and disagreement were perceived as disapproval and disloyalty.  Non-conformity, displays of individuality, along with expressions of anger are often met with guilt-laced tongue-lashings, if not physical beatings.  My "Law of the Loyalty Loop and Lock" may have prevailed:  Those who never want you to answer back always want you to back their answer!

So to deliver that clean and clear "NO"…you must believe you have the right to say "No."  (As previously noted:  A firm “No” a day keeps the ulcers way, and the hostilities, too!)  And this right exists even if you can't deliver an airtight defense of your position.  You are allowed to declare, “As much as I would like, I can’t help you with ABC right now.”  You do not have to be like a character in a Franz Kafka novel, living a bureaucratic nightmare, forever on trial and carrying around a vague sense of guilt.  (If this plot sounds too familiar, it may be psychotherapy time; much better than Miller Time.)

Ø  The Right to Disappoint.  As revolutionary as it may sound, you are allowed to disappoint others without having to justify yourself:  "Right now, this is how I feel" or "Right now, this is what I intend to do (or not do)."  When it comes to defending your integrity, you’re even allowed to be somewhat hesitant or unsure:  “I’m not sure what it is, but something does not seem right.”  So don't apologize for your "No."  Remember, it's often easier to ask for forgiveness than to ask for permission.  Boldly embrace the "Basic Law of Safe Stress":  Do know your limits and don't limit your "No"s!

Closing Summary

Learning to say "No" is vital for surviving and thriving in today's always on, ever demanding, work-life boundary busting world.  While "Just Say 'No'" has become a pat phrase (not unlike "Have a Good Day") putting this affirmative concept into action frequently becomes a thorny if not daunting challenge.  Here is the first five "N & N" Tools and Techniques for Saying "No” (and Meaning It):

1.  Clean Up Your Static to Give a Clear Message

2.  Be Empathic yet Firm

3.  Use Relevant Facts and Place Issue in Context

4.  Use Assertive "I"s Not Blaming "You"s

5.  Don't Belabor an Apology

Part III will close out the “N & N Top Ten” and provide some “lagniappe” (a little extra as we’d say in N’Awlins) – tips for even setting some limits on the “Big Honcho.”  Until then…Practice Safe Stress!

Mark Gorkin, MSW, LICSW, "The Stress Doc" ™, a Licensed Clinical Social Worker, is an acclaimed keynote, kickoff and webinar speaker as well as "Motivational Humorist & Team Communication Catalyst" known for his interactive, inspiring, and FUN programs for both government agencies and major corporations.  In addition, the "Doc" is a Team Building and Organizational Development Consultant as well as a Critical Incident/Grief Intervention Expert for Business Health Services, a National EAP/Wellness/OD Company.  He is providing "Stress and Communication,” as well as “Managing Change, Leadership and Team Building" programs for a variety of units at Ft. Hood, Texas and for Army Community Services and Family Advocacy Programs at Ft. Meade, MD and Ft. Belvoir, VA as well as Andrews Air Force Base/Behavioral Medicine Services.

A former Stress and Violence Prevention Consultant for the US Postal Service, the Doc is the author of Practice Safe Stress and of The Four Faces of Anger.  The Stress Doc blog appears in such platforms as HR.com, WorkforceWeek.com, and MentalHelpNet.  His award-winning, USA Today Online "HotSite" – www.stressdoc.com – was called a "workplace resource" by National Public Radio (NPR).  For more info on the Doc's "Practice Safe Stress" programs or to receive his free e-newsletter, email stressdoc@aol.com or call 301-875-2567.