The Four Tendencies

Summary Written by Jill Donahue
“The fact is, if we want to communicate, we must speak the right language-not the message that would work most effectively with us but the message that will persuade the listener.”

- The Four Tendencies, page 16

The Big Idea

Which are you?

"The simple, decisive question was: ‘How do you respond to expectations?"- The Four Tendencies, page 5

We all face two kinds of expectations. Outer expectations that others place on us and inner expectations we place on ourselves. Gretchen’s crucial insight is that depending on a person’s response to outer and inner expectations, that person falls into one of four distinct types.

I bet I know what you’re thinking? “Am I in the best Tendency?” Contrary to what Upholders might think, there is no best or worst Tendency. The happiest, healthiest, most productive people are not those from a particular Tendency. Rather, they are those who have figured out how to harness the strengths of their Tendency, counteract the weaknesses and build lives that work for them.

Upholders: 19% of people—respond readily to both outer and inner expectations

Questioners: 24% of people—question all expectations; they meet an expectation only if they believe it’s justified, so in effect respond only to inner expectations

Obligers: 41% of people—respond readily to outer but struggle to meet inner expectations

Rebels: 17% of people—resist all expectations, outer and inner alike

Insight #1

Identifying Tendencies

"With wisdom, experience, and self-knowledge from the Four Tendencies, we can use our time more productively, make better decisions, suffer less stress, get healthier and engage more effectively with other people."- The Four Tendencies, page 13

What is the tendency of your spouse? Your colleague? Your customer? Yourself? Join over a million people who have taken the quiz to find out at www.happiercast.com/quiz.

Wouldn’t it be lovely if everyone in our lives would just take the quiz and report the result to us? In the absence of this, you are left to listen and observe. There is one key question that opens the door to explosive knowledge. Acting on this knowledge can transform your outcomes.

“How does this person respond to expectations?”

Think about someone you need to influence. How does that person respond to expectations (inner and outer)? In short, Upholders want to know what should be done. Questioners want justifications. Obligers need accountability. Rebels want freedom to do something their own way.

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Insight #2

Applying your Knowledge

"One of the big daily challenges of life is: ‘How do I get people - including myself – to do what I want?’ The Four Tendencies makes this task much, much easier."- The Four Tendencies, page 18

For me, learning about these tendencies brought incredible new insights. Why do certain influential strategies work for some people and not for others? Now I see it! We need to first identify the person’s Tendency, then make subtle shifts in vocabulary such that our requests are more engaging.

Let’s apply that thinking to why people might exercise. An Upholder does it because it’s on the to-do list, a Questioner rattles off the health benefits, an Obliger has an exercise partner waiting for him, and the Rebel does it because she feels like it.

I teach pharma professionals how to better engage Health Care Professionals to create better patient outcomes. Often, pharma professionals think, if I just share this incredible evidence, in a sufficiently logical way, then the doctor will change her habits and create better patient outcomes! Rubin suggests we reach them through their Tendency, not ours.

Take the example of influencing doctors to ask patients if they smoke (which is proven to result in more people quitting). If I want a doctor to do this, I should first consider what tendency she has and then alter my style. For example:

Upholders – remember, they will do what’s right.

Eg. “Evidence now shows that the right, best thing to do for every patient is to ask them if they smoke. This results in X percent increase in quit rates. Do you ask each patient?”

Questioners – remember they love efficiency and customizing, credentials, proof and data are key, but they don’t like to be questioned.

Eg. “I have some evidence that might help you be more efficient. In the space of one minute, asking one question can significantly increase the likelihood of patients quitting smoking. Of course, you know your patients best, whether you want to do it at the beginning or end of their visit will be up to you and your flow.”

Obligers – remember they respond to outer accountability.

Eg. “One of the best ways you can serve your patient is by asking this one simple question. When you show you care and you are watching them, they will respond. If you don’t ask this question, you are losing a very simple, easy opportunity to make a huge difference in your patient and in the lives of their family members. If this is important to you, how could I help remind you?”

Rebels – remember that they want to be on the forefront, doing their own thing. Share information, consequences, and choices—but do not tell them what to do.

Eg. “I know you love to be on the forefront. We’ve seen some really interesting research. What it shows is that doctors who ask patients if they smoke, see ‘this outcome’, doctors who don’t, get ‘these outcomes’. I can leave the study with you – it’s totally up to you.

In closing, how would you influence each Tendency to change a lightbulb?

Read the book

Get The Four Tendencies on Amazon.

Gretchen Rubin

Gretchen Rubin’s is the author of the #1 New York Times and international bestseller “The Happiness Project”—an account of the year she spent test-driving the wisdom of the ages, the current scientific studies, and the lessons from popular culture about how to be happier. On her popular blog, The Happiness Project, she reports on her daily adventures in the pursuit of happiness.

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