Home / The Leadership Library / Leadership Principles / Judgment

When to Trust Your Instinct, and When It Is Lying

Something arrives before the reasoning does. You are three minutes into the meeting and you already know the deal is wrong, or the candidate is the one, or the number on the second page is not real. No argument has been assembled. The conclusion is simply present, and it is not weak.

The advice available at this moment is unhelpful in both directions. Trust your gut. Do not go with your gut. Neither instruction contains any method for telling which situation you are in.

The feeling has no confidence indicator

This is the fact that makes the problem hard, and most people have never had it stated plainly.

The intensity of a hunch tells you nothing whatsoever about its accuracy. A wildland fire crew boss reading a slope, drawing on eleven seasons and several hundred hours on ground exactly like this, experiences a certainty of a particular strength. The same person, sitting on a hospital district board eighteen months later, forms an immediate impression of a chief financial officer candidate and experiences a certainty of roughly the same strength. One of those signals is built from hundreds of verified instances. The other is built from a handful of encounters with people who reminded him of someone.

They feel identical from the inside. There is no internal marker distinguishing a well-founded pattern match from a poorly founded one, which means introspection cannot answer the question and the answer has to come from outside the feeling.

Four tests you can run in the moment

Count the repetitions, and count only the ones that closed. How many times have you faced this specific situation and subsequently found out whether you were right? Not how many years in the field. How many closed instances of this particular judgment. A person can have twenty years in commercial real estate and six closed instances of a decision like this one, and six is not enough to have built anything.

Try to name the cue. Ask yourself what specifically triggered the feeling. Genuine expertise can usually surface something concrete when pressed, even if it was not conscious at the time: the way the wind changed direction in the drainage, the fact that the revenue line is smooth in a business that cannot possibly be smooth. Where nothing surfaces at all, and the feeling remains a general sense about the person or the deal, you are looking at something considerably less reliable.

Check whether you have swapped the question. Difficult questions get quietly replaced by easy ones. The mind is asked whether this person will perform in the role, which is genuinely hard, and answers a different question it can handle quickly: whether it likes them, whether they are fluent, whether they resemble someone who succeeded before. Kahneman described this substitution as one of the most reliable features of fast thinking, and its distinguishing feature is that the swap is invisible to the person making it. The check is to state the actual question out loud and notice whether your evidence bears on it.

Ask who the feeling favours. If the instinct happens to endorse the option that is less work, or the one you preferred last week, or the one that avoids a conversation you have been dreading, treat that as disqualifying until proven otherwise. Not because it is necessarily wrong, but because motivated reasoning is efficient and arrives dressed as intuition. The suspicious hunch is the convenient one.

The alarm is better than the diagnosis

Here is the most practically useful distinction in this subject, and it survives even when the four tests come back badly.

Instinct is substantially better at detecting that something is wrong than at identifying what is wrong. The sense that a set of accounts is off is worth acting on. The accompanying explanation of why is frequently invented on the spot and often mistaken. People routinely discard the whole signal because the explanation attached to it did not survive scrutiny, which is the wrong lesson to draw.

Treat the feeling as an instruction to look, not as a finding. It has earned you a delay and an investigation. It has not earned you a decision. In practice this means saying that you want another week and a closer look at one specific thing, rather than either overriding the room on a hunch or suppressing the hunch because you cannot defend it.

Where deliberation makes things worse

The opposite error is less common in senior roles and worth naming because the correction can overshoot.

In domains where you genuinely have the repetitions, forcing the decision into explicit analysis degrades it. The crew boss who stops to build a written case for why the slope is wrong is slower and no more accurate, and in his situation slower is the whole problem. Expertise in a valid domain operates faster and better than the deliberate reasoning that would replace it, and a person who has been taught to distrust all intuition ends up hesitating in exactly the situations where their instinct was the most reliable instrument in the building.

The distinction is not between fast thinking and careful thinking. It is between domains where your fast thinking has been trained against reality and domains where it has not, and most leaders operate in both on the same day without noticing the boundary.

The habit worth forming

Know, in advance, which of your domains are which. Not in the moment, when the feeling is present and arguing its own case, but beforehand and in writing if necessary.

Most people can produce this list in twenty minutes and have never been asked to. Two or three areas where you have hundreds of closed repetitions and the feedback was clean. A much longer list of areas where you have opinions, standing, and perhaps a reputation, and fewer than a dozen instances that ever actually closed. Certainty in the first list is information. Certainty in the second is a sensation, and the fact that it is indistinguishable from the first is precisely why the list has to be made while you are calm.

Edited by Patrick J. Wolf, PhD

Continue

More from Leadership Principles

Idaho Leaders publishes standing instruction and signed argument for people who carry responsibility in this state.

Browse the index