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1021: How to Push Past Fear and Build Audacity with Anne Marie Anderson

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Anne Marie Anderson shares expert tips for overcoming fear to achieve your most audacious goals.

You’ll Learn

  1. The four reasons people get stuck
  2. Two ways to tame your inner critic
  3. How to break free from urgency

About Anne Marie 

Anne Marie Anderson is a three-time Emmy Award-winning broadcaster for ESPN, keynote speaker and author. Anne Marie Anderson’s book, Cultivating Audacity – Dismantle Doubt and Let Yourself Win, releases in January 2025. She is also a mother of three, and enjoys playing beach volleyball, golf, hiking, swimming… and any game where you keep score!

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Anne Marie Anderson Interview Transcript

Pete Mockaitis
Anne Marie, welcome!

Anne Marie Anderson
Thank you, Pete. Excited to be talking with you.

Pete Mockaitis
I’m excited to be cultivating some audacity.

Anne Marie Anderson
Darn right. It’s time, isn’t it?

Pete Mockaitis
Let us, yeah. Well, so you have won three Emmys for broadcasting. That’s pretty impressive. Kudos.

Anne Marie Anderson
Thank you.

Pete Mockaitis
I imagine you had to pick up some audacity along the way. So, why don’t we kick it off by you sharing your own story of how you cultivated that?

Anne Marie Anderson
Well, so audacity is the willingness to take bold risks. That’s the actual definition of it. And I don’t think I was a particularly audacious child. I was pretty skittish, introverted, and such. But certainly, when you decide to work in television, you know there’s going to be a lot of rejection. When you decide to work in sports television, you know there’s going to be a lot of questions about whether or not you really should be there.

So, I kind of started to take a note of when somebody thought I couldn’t do something and started to cultivate it. And I think it’s really important, Pete. Like, it came out of watching. I’ll be really honest, my trip for audacity began when one of my good friends, who was very young and just starting his dream job and newly married and very fit, passed away suddenly.

And I thought, “Okay, if you can be 37 and newly married and starting your dream job to have it ripped away, I’m never going to wait for anything again.” And, honestly, that’s the introduction, by the way, to the book is about that. So, people know like, I wasn’t born this way. It is something that people can absolutely cultivate and grow.

Pete Mockaitis
Okay. Beautiful. So, then tell us, any key surprising discoveries you’ve made as you’re researching this and putting together your book? We know that it can be built. Don’t have to be born that way. That’s great. Tell us, any other surprises along the way?

Anne Marie Anderson
I think most people want to be able to do the thing, right? We’ve all got the thing that we wanted to do, whether it is professionally, personally in your relationship, moving in one direction or the other. If you’re in a poor relationship, you can leave, if you want to cultivate your job. But I think we get stuck because wanting to do it and knowing how to do it is really different.

And so, I learned that there’s three components. There’s that mindset. That’s really, Pete, just based on optimism. Like, the belief that it’s going to work out, maybe not the way you wanted, but it’ll work out. Like, you’re down by 12 at the half in a basketball game and you come out the second half because maybe, if you get your offense together, you’ll win. So, there’s that mindset component.

And I think a lot of people have that, the optimism that, “Hey, this could be good. This could really work out,” but they get stuck in the second component, which is the behavior to take action, because you can sit on your mom’s couch and be optimistic all day long and nothing is going to happen until you take an action. Or, maybe, I learned in talking to people, they’ll take one action, they’ll take an action, and then say, “Oh, it didn’t work,” because they didn’t get their desired outcome.

So, what I learned with cultivating audacity, it is the consistency of the mindset and the behavior that leads to the identity. And so, you have to keep doing it over and over. And I think people can be a little bit impatient and they say, “Well, it didn’t work out.” Well, it didn’t work out the way that you wanted, but you got information from that to go again. And that’s the thing I’ve learned. That’s where people get stuck.

Pete Mockaitis
Yeah, I think that’s really handy in terms of working out can be very broad in terms of somehow it was a positive endeavor as opposed to you got the precise, narrow, exact outcome that you had hoped for and imagined. And I think that’s a really cool thing to bear in mind right there in terms of, I think about entrepreneurship in terms of things have rarely worked out, maybe never, exactly the way I hoped, planned, predicted.

And yet, that was one of reasons I love this podcast as a concept in terms of there are so many ways this can work out well. And, sure enough, things evolved differently than I expected, but it was differently and well. And when you were talking about the learning, being one of those pieces, is super handy or, you know, not to be cliche, but it’s like the real treasure that we hunted for were the friendships that we made along the way. I mean, that’s kind of corny and cheesy, but something that’s really true, it’s like, “No, you did a thing. You met some people and that was amazing. Those are transformational relationships forever.”

Anne Marie Anderson
Exactly. I think people need to recalibrate their relationship with rejection because they think rejection, fear, like it’s over as if it’s some kind of endpoint when, you know, and it took some work for me, but I really now see it all as just data. The data that drives me forward. And to your point, okay, it didn’t end the way that I hoped it would, but I did make this relationship with this person that I learned something from that I can then go in a different direction or a new tact. So, it all just became data and none of it’s the end of a sentence.

Pete Mockaitis
Well, that sounds like a pretty transformational place to get to in terms of, “Ah, rejection is no longer this horrifying sensation that is profoundly emotionally difficult,” but rather just, “Huh, how about that? Some data, some information.” How do we get there?

Anne Marie Anderson
When I’ve interviewed people, there’s four things that stand between them and the thing that they want to do. So, it’s fear, fear of embarrassment, rejection, failure, judgment, whatever it is. Time, money, and your inner critic. And I believe you have to deal with that first part, the fear, originally.

So, here’s what I tell people. Go fail. Like, legit, go fail. Because if you’re so afraid to fail, go do something and fail at it, and then see how you survived, and then go again and again. I tell people to seek out, if you have a real sensitivity to rejection, seek it out. I got to a point in my career where I would apply for jobs that there was no chance that I was going to get because I wanted to desensitize myself to rejection.

And every time that I was rejected for it, I would then say, “Yeah, that doesn’t hurt me personally anymore.” I’d ask some information and maybe I’d get a few nuggets out of it. It takes practice. It’s the consistency of getting yourself to realize that rejection, and people say, you want to talk about cliches, rejection is just redirection. It is. It really is. When you get rejected by something, you look for the next step as a branch off of that.

Pete Mockaitis
Okay. Seeking out rejections. Yes, I remember I’ve had the experience when I wrote my first book. This is old school and I didn’t really know what I was doing, but I heard you should send a one-page query letter to these publishing houses. So, I did just that. I sent over 100 of these. And it was a very steady situation, going to the mailbox, old school, getting pieces of paper day after day after day after day that said, “No, no, no, no, no.”

I found it actually very helpful for this very notion because, one, it wasn’t super high stakes because I thought, “Okay, I’ll just self-publish, so I’ve got options, you know, whatever. But it’d be kind of cool if I had a legit publisher behind me.” And, two, just to have it kind of appearing in my mailbox such that I could open them when I was ready on any given day.

It’s like, “You know what? Not today. I’m going to read these rejection letters tomorrow.” And then it’s like, “Okay. And I have a nice little pile. How much dosage do I want? You know what? I can handle all seven of these. Let’s open all seven.”

Anne Marie Anderson
That’s awesome, I love that.

Pete Mockaitis
Yeah. So, it’s pretty handy. So, now, if we’re not sending letters to a bunch of people, what are your top tips for us to do some seeking out of the rejections?

Anne Marie Anderson
Well, I love that you said not particularly high stakes. I’m not asking anybody, I’m not encouraging anybody, by any means, to go quit your job and see how it goes. I’m asking for risks that are worth it versus reckless. So, as you’re starting to figure out rejections, you need to get comfortable with saying no, seeing how things turn out from there, because no is a complete sentence, right?

Like, “Can you come help with the yearbook for your kid’s school?” “No,” and then you don’t have to finish that sentence. So, I think there’s this sitting in uncomfortable no first, because we tend to over explain. And then realizing that that goes both ways. And that if you’re asking a question for somebody, asking a favor, asking if they will publish your book, asking anything, and they say no, you need to then start to get curious about it and not insulted by it.

I started to poke around in how I felt, like physically in my body, what I was thinking, what my inner critic was saying to me when I would get a rejection. Curiosity helps you so much take the emotion out of things. Some things, like if you’re sending letters to a hundred publishers, as you’re talking about, you don’t need to explore the no any further. I then congratulate you for asking and asking and asking because that’s a perfect way to desensitize yourself.

But it starts with a little action at first, maybe it’s you saying no to somebody else, seeing how that feels, and then when you get rejected, get curious. Okay, do you feel that in your heart? Do you feel that in your head? Does it mean that you’re less than? What’s your inner critic telling you about that rejection? There’s lots of ways that you can kind of dive in instead of pushing it away.

Pete Mockaitis
I love that curious piece. And we had Dr. Judson Brewer on the show, and his book Unwinding Anxiety, he had a great tip to get curious. Actually, say out loud, “Hmm.” And that kind of in your body, just kind of make some things happen with regard to shifting into a curious zone. And then I like what you’re saying there with regard to specific bodily sensations and specific inputs. So, let’s just go super deep on this.

Anne Marie Anderson
Sure.

Pete Mockaitis
If, let’s say you’re noticing something, I am noticing, maybe, in my body, I’m feeling, “Oh, boy, my heart starts thumping. It’s kind of faster and heavier. I feel a heat rising and it’s particularly on my neck.” And I’m thinking things like, “Ugh, I’m such an idiot. That was so stupid. This is never going to work.” So, let’s just say, okay, we got curious, we identified some things, now what?

Anne Marie Anderson
First of all, the question I would always ask, and it’s so basic, but, like, would you tell somebody else, “That’s so stupid. It’s not going to work”? Of course, you wouldn’t. You wouldn’t just say to your friend, “I’m so stupid. It was never going to work.” So, I recommend separating that voice from yourself. Because if that’s not the way you talk, then that’s not you talking to yourself that way.

The way you separate it from yourself is you give it a name. And it’s so basic, I realized, Pete, but I even learned this with my 12-year-old daughter, because I picked her up from school and I said, “How’s it going?” And she said, “I’m stupid. I can’t do math. And, oh, by the way, I’m fat.” And I was like, “Yo, that’s a lot to take in from a 12-year-old all at once.”

And so, when we unpacked that a little bit, and said, “You wouldn’t say that to somebody else. Give it a name.” I said, “What name do you want to pick?” And she said, “Jerry.” And so, I said, “Okay.” So, every time I hear her go, “Ugh, I can’t do this,” you know, I said to her, “What do you want? What would you say to Jerry if Jerry was an outside person saying it?” She goes, “I’d say, ‘Shut up, Jerry.’

And so, when I hear her get so frustrated, I’ll yell from my office or wherever, “Shut up, Jerry,” and she’ll be like, “Ugh, frustrating,” but it takes the awareness out of it that you’re being super unkind to yourself. So, that’s part one in terms of the actual inner voice. That’s not the truth. That’s not facts. That’s just a thought. And you have control of your thoughts. So, you can tell your Jerry to back off and shut up.

And then you sit with the feelings and you explore those with, “Okay, is it like when I get red or something, when I feel that flush here?” that might be embarrassment or fear of being exposed for not being really good at whatever it is I’m trying to do. Or, it might be fear of judgment because I’m worried what somebody else is going to think.

And that’s a great one to dive into because somebody else thinking it, “Are they doing what you want to do? Or are they just judging you? Or are you perceiving that they’re going to judge you?” So, kind of separating the thought first and then trying to pinpoint the emotion and where it fits specifically into what your heart rate is telling you.

Pete Mockaitis
All right. Well, let’s walk it all the way through then, and say, “Yes, that is the thing. I am concerned that someone else is going to think I’m dumb. I’m not good. I’m bad at this. I’m an imposter.” What’d I do with that?

Anne Marie Anderson
So, if someone thinks that of you, then what happens? Like, okay, so they think that of you, what’s the next thing? I walk through this sometimes with my coaching clients where I had one that was going on television, and she was absolutely terrified. And I kept saying to her, “Okay, and then what? And then what?” as she’s about to go on the air, we’re talking. She said, “Oh, I think I might pass out.”

And I said, “Okay, so you’re laying on the ground, a microphone in your hand, you’ve passed out, and then what happens?” And she’s like, “Well, obviously, that’s not going to happen.” I’m like, “Okay, so we’ve reached the point of where we’ve gotten to massive catastrophization where it’s not reasonable that that’s going to happen.” So, in your case, okay, they think I’m bad. I’m exposed as not being good at my job in their eyes. Okay, and then what?

Pete Mockaitis
Yeah, you know what’s so funny is I’ve done this with myself with regard to, I think I was entering into a negotiation and I had to be more assertive than normal. Because, usually, I’m super friendly, collaborative. But at this time, I was like, “You know, if push really came to shove, I’m okay completely torching this relationship to get what I want.”

And that’s almost never true of me. And I’m not going to be like evil, right? But if I have to choose between the two, it’s like, “I 100 % want the outcome over the relationship here,” which is so out of character for me. I was challenging myself, it’s like, “So, what if this guy thinks that I’m a total jerk, that he hates doing business with me, and doesn’t want to do business?”

And I thought, “I guess the worst-case scenario would be anytime he hears my name in any context, he screams at the top of his lungs, ‘I hate that F-er.’” And I was like, “You know what? I’m still okay with that.”

Anne Marie Anderson
“I can live with that.”

Pete Mockaitis
“I’m still okay with the trade here, given the stakes versus the relationship.” But because it was so new, and I am a bit of a people pleaser, it was challenging for me, and it worked out fine. We have a fine relationship and the negotiated outcome is okay.

Anne Marie Anderson
But that leads right to what we talked about, Pete, right, is that it wasn’t the outcome you wanted and you survived, originally. So, the more people get used to doing that, to saying, “Okay, this person may think I’m exposed,” and you keep going anyway, the less sensitive you become and the less vulnerable to peeling back yourself in order to please other people.

My friend, Laura Gassner-Otting, always says, “Why give a vote to anybody who shouldn’t even have a voice?” If they’re not going where you’re going, or if they haven’t been there, right, they may not get a vote. If you’re asking them for a job, sure, they can get a vote, but they’re not necessarily going to be able to have that voice in your head afterwards. They can say no, but you don’t have to believe if they say you’re horrible and you’re never going to work in this business again. That’s choice.

Pete Mockaitis
Yeah. Well, and I think the “and then what” is so handy because it unmasks the, I guess, like The Wizard of Oz or The Emperor Has No Clothes. It’s like, “Okay, so you’ve imagined this horrifying scenario, it feels really bad, but the objective reality is not so heinous.” It’s like, okay, some of your opportunities might be limited because of that person’s sphere of influence. Okay, that’s kind of inconvenient, but like you’re not dead, hospitalized, bankrupt. You’re still in pretty great shape.

Anne Marie Anderson
No, catastrophization is an incredible tool. I’ll tell you this, I’m a sports broadcaster, as you mentioned, I’ve worked for ESPN and other networks for 35 years. So, my first time on live television, because I was a producer first, was in 78 million homes. It wasn’t supposed to be that way. My very first time, I was supposed to be on a little network, things got shuffled around, I was a pretty accomplished producer. So, I was petrified outside the stadium, college football opening weekend, on ESPN too.

And my then husband said, “What’s the worst that can happen?” And I was like, “Buddy, if you want to know what the worst that can happen is, let me tell you.” I was like, “I could be so bad at this job that not only will I never get asked to be on air again, but I’ll never be asked to produce again because the people I produce for will know I can’t do their job. And I could lose my entire career over this for being so bad on air.”

“And if I lose my entire television career, I will be so miserable and you will have no choice but to leave me because I won’t be able to be a good mother to our children who aren’t even born yet and I could die destitute and alone.” And he was like, “Wow.”

Pete Mockaitis
Well, Anne Marie, you’re a champion at this.

Anne Marie Anderson
Yeah. I say take it all the way to destitute and alone because obviously that’s not going to happen. And anything short of that becomes a success. So, catastrophize, it’s a great tool because you’ll see how just ridiculous your mind, ridiculous places your mind can take you.

Pete Mockaitis
Yeah. Okay. So, thank you. All right. So, we went through the whole arc there associated with we got some fear, we sought out some rejection, we felt some rejection, we explored it and then we got to the other side. Cool. Any other pro tips, do’s or don’ts in that department?

Anne Marie Anderson
Do the thing that scares you the most first. So, go for the biggest job first, the biggest change. Now understand, Pete, I do want to be clear about this because sometimes the change you’re looking for, let’s say you’re in an unhealthy relationship and you need to change that, and you’ve got some fear around leaving that person. I’m not asking you to, Devil’s care, just throw it out.

There are some systems where you can build… an important part of this as your front row, the people who are going to cheer you on and challenge you and lift you up. I think it’s really important when you’re going through this facing fear that you have carefully curated what I call the front row. And that front row may not be your best friend. It may not be your mom because they want you to keep you safe.

The front row will be people that will challenge you, help you. If it’s leaving a relationship, it may be somebody who’s helping you in terms of an attorney or somebody more skilled or somebody who’s been through it. So, your front row isn’t just your buddies. It’s people who know where you’re going or have already been where you’re going.

Pete Mockaitis
Okay, certainly. So, having support makes all the difference, and to be thoughtful about not just friends and family, but those who have expertise, they know the way and care about your flourishing as opposed to just your safety. But you’ve great point about parents. Sometimes that’s how that goes.

Anne Marie Anderson
Right. And tell them, tell them they’re in your front row. We use that phrase. And it’s basically where you’ll be, “Here’s a thing I want to do. And I’m a little bit scared of it. And I’m worried that I don’t have whatever, the qualifications, the funds, the time, whatever it is. And I’m wondering if you would take a seat in my front row to help me get from here to there.”

And sometimes that’s a shoulder to cry on. It can be anything, but when you make people aware that you have selected them to be in your front row, they then play a more active role in your search for the next big thing.

Pete Mockaitis
And I like the visual as well because it’s fun and it’s not a super high level of commitment in terms of forever or, it’s like, “Will you be my mentors?” Like, “Okay, what are we talking about here? This sounds maybe big.” But front row is like, “Okay, you’re a person who’s providing some level of support over the course of this particular mission, quest, journey, transition. And then that’s fun.

I mean, in terms of you get to bask in the glory as a front row attendee, even if all you did was make an introduction. And then it’s like, “Hey, I got to be part of that. And by being invited into the front row, I feel like I had even more of a role. It’s like it’s elevated what I did beyond the 20 minutes of effort that I did it, you know?”

Anne Marie Anderson
Yep, yep. And it’s a witness too. It’s a witness. If things don’t work out the way that you want, here’s your friend in your front row, your colleague, somebody who’s, maybe you don’t even know them personally, maybe it’s an author and you’re trying to write a book and this person is helping you out, but you’ve got somebody to help you with perspective. And I think that’s a critical component of the front row. And it’s an honorary place.

And by the way, don’t be afraid to pull somebody out of your front row if you discover that they have a jealousy, competition, those kinds of things. I love that you said, like, it’s not a lifetime appointment, the front row. It can be ever changing and you can use it. I have a fitness front row and if I don’t show up at the gym, my phone starts blowing up, “Hey, where are you?” I’ve got a television front row, a personal relationship front row. There’s some overlap, but there’s some people that are just in one category.

Pete Mockaitis
That’s super. And you recommend just actually using that language and telling them what you mean by it?

Anne Marie Anderson
I do. I do because it creates an awareness and an intention, and kind of what you were alluding to. It’s a place of pride for them that they might take it a little more seriously their role in supporting you because they’ve been offered a job. How are they supposed to know otherwise? So, when you tell them, “Hey, I’m going to do this. I’m worried about it. So, I need your support and that would mean a lot to me.” Great things happen in those kinds of groups.

Pete Mockaitis
Okay. Well, we talked about four things getting in the way: fear, time, money, inner critic. And it sounds like fear and inner critic have a lot of overlap. Is there any distinction you would suggest or anything special we should do about the inner critic that’s different than what we’re doing for fear?

Anne Marie Anderson
Well, naming it really is the big thing, as we talked about, and that connects with your fear. And then some people will talk to your inner critic and they’ll say, like, “I get it. You’re always going to be there.” You know, I think it was Glennon Doyle who wrote in her book, like it’s “A passenger in the car, but you’re absolutely not allowed to drive. You’re not allowed to play with the radio, but it’s fine. I acknowledge that you’re going to come along.”

I think so much of what we do is try to push it away, and I say, “Well, what if you let that in? What if you let your inner critic really talk to you so that you can become aware of it, and be like, ‘Yeah, no, that’s not helpful’?” Some people have a mantra. One of my friends, who is a keynote speaker, is still very nervous.

And so, she created, she always looks at the joint between the ceiling and the wall, the back wall of the room, and she will repeat to herself a mantra to push her inner critic out by saying “Where the floor hits the ceiling is a wonderful feeling.” That’s my friend, Missy West, uses that. Creating something to shake you out of spiraling with your inner critic, whether it’s a name, a mantra, because you can only have one thought in your mind at a time. So, that’s helpful to push your inner critic out of your head at that moment.

Pete Mockaitis
And does the inner critic have some value? Like, I think of the inner critic sometimes as like the part of you that wants to keep you stuck but in a of a safe sort of a way. Is it just the utter destructiveness that needs to be abolished? Or is there a means of engaging in conversation with the inner critic to surface the goodness while leaving out the badness?

Anne Marie Anderson
Perfection, Pete. Like, you totally get it. Think of it like this. Your ego or your id comes up with this crazy idea, like, “We should do this. That would be amazing.” And your super ego, in this case, I’d call that the inner critic, saying, “That’s too dangerous. That’s too scary. That’s too risky,” whatever it is, and your ego is trying to find a way to get you there safely. So, that’s why I say the curiosity about what the inner critic is saying because maybe there’s a nugget of truth in there.

Maybe it’s raising some questions about safety, not about “You suck,” but about safety and things where you can go back and examine it. Okay, your inner critic is saying, “You don’t have the money to be able to do this crazy thing.” Okay, that’s when you have that conversation with your inner critic, “Tell me more about that. I don’t have the money there. Okay, well, how can I get to a place where I have the money? Well, do I really need that much money to take step one?”

Maybe you do, but that’s where I think your inner critic can help you, but your inner critic is never the one that makes the decision. Never. They can raise questions for you, but they are never the one who’s going to say, or you should allow to say, “You suck. This is not for you. Don’t do it.” They’re just somebody to raise questions.

Pete Mockaitis
Understood. They provide input. They’re advisor, not the decider. Lovely. Thank you. Well, can you tell us a cool story about someone who internalized some of these principles, concepts, and then cultivated tremendous audacity, where before they had little, and great things happened?

Anne Marie Anderson
What comes to my mind first was a friend of mine who wanted to get his real estate license. He was working in a store and not doing very well and not happy and he has two kids. So, he wanted to create more income, wanted his real estate license, but wasn’t taking the test. And I finally said, like, “What’s the issue?” And he said, “I can’t find enough time to study for the test, and so I’m afraid I’m going to fail it.”

And I said, “Okay, a test is $60. There’s no limit on how many times you can take it.” So, I told him to go take the test and fail it. And he’s like, “On purpose?” And I said, “Well, not on purpose, but you’ve told me you’re not going to pass. So, let’s get the fear of failing the test out of the way.” Spent $60, he went, he failed the test.

“Okay, next thing, let’s talk about time.” We have a tendency to prioritize things that are urgent over what’s important, because your whole day is urgent, constantly, every email, every text, every phone call, you got to take care of the kids and make food and do all the other things, and carving out time that’s important. So, with my help, he and his wife sat down and said, “Where can I get an hour a day without leaving you hanging with the young kids?” He has two young kids.

And so, they decided a half hour in the morning, she was going to handle breakfast and all that. And then a half hour in the evening, he would help get the kids to the bath, and then he would lock himself away for a half hour. She’d take on the bath and he would be out for book and bed. And once they had that rhythm where they worked to the problem, there’s the two problems, right, fear that you’re going to fail, so he did that. Okay, survived.

Then no time to study, did that, took the test again, failed again, but that time it didn’t crush him because he had a system and was like, “Okay, I just need to keep going with our plan and studying.” He ended up absolutely passing that, quit the other job and is doing extremely well financially now because he took the leap, he had his front row set, his wife was in his front row saying, “I got you during this. I can create some space for you.” And he faced his fear and addressed his time concerns.

Pete Mockaitis
But my favorite part of this story is that, as you’re crafting this plan, it’s like, “Okay, so step one, step two, step three. Step one, go fail.”

Anne Marie Anderson
Yeah. Right? But do!

Pete Mockaitis
Like, that’s in the design of the blueprint that you’re using. And I think that is a liberating idea that could be great for many plans we might make for ourselves, “All right, step one, go fail at it. All right, now that’s over, what’s step two?”

Anne Marie Anderson
Yeah, you’ve survived it. Because I think a lot of people see failure as like the end, like a period at the end of the sentence. It’s a comma, I promise you. Rejection, it’s a comma and it moves you on. So, if that’s what’s paralyzing you, go fail first, survive it and then get to work.

Pete Mockaitis
All right. Well, tell me, Anne Marie, anything else you want to make sure to really mention or cover any top do’s or don’ts before we hear about some of your favorite things?

Anne Marie Anderson
I would encourage people to look at the urgency fallacy. That’s one other component that I think a lot of people get stuck we hide between, and I’m guilty of this too. If I have something big to do that I don’t want to do or even like expense reports that I don’t want to do, I’ll have the cleanest house in the world because I don’t want to do that thing, and so I will do anything else to avoid it.

And so, the urgency fallacy is when you take a break on what’s urgent, because anything urgent can wait 15 minutes, I promise you. Not an emergency, your kid’s not bleeding on the floor, but something that people think are urgent, returning an email, and work towards what’s important. And if that’s you starting a business, that’s you sending some notes right at that moment. If that is you looking at your finances and deciding where you can make some trims, that’s that moment.

I encourage people four times a day, carve out 15-minute blocks, unless you’ve got an hour a day, but most people don’t have one straight hour a day where everything goes off. And, you know, I tell you what, my kids, Pete, when they said like, “I’m hungry,” I would go, “Same.” I got teenagers, they can make their own food. They get really frustrated when they hear me say, “Yeah, same buddy, I’m hungry. Anyway, I’m going in to do what’s important now for 15 minutes.”

So, I think that’s a really important component. Stop putting everything and everyone else first if going to do the thing, whatever audacious, is going to make your life better, your family’s life better, prioritize important.

Pete Mockaitis
Oh, Anne Marie, I love that so much. Because we’ve heard Eisenhower matrix, Stephen Covey, you know, urgent-importance, two-by-two matrix, yada, yada. But what you’re bringing to this, which I find very intriguing is, one, urgency kind of has a grip on us. And what you’re suggesting is to proactively break its command by doing these 15-minute bits, which is great because, one, we may have some resistance, especially with important things, because important things can feel hard. They often are.

Anne Marie Anderson
Yeah, absolutely.

Pete Mockaitis
And that’s why they’re not already done is because they’re hard, but have high value. And so, it could feel like you don’t have the mental space. It’s like, “I want to really make sure I tackle that when I have a whole afternoon available.” And you say, “No, no, no, that may never happen. And you’re going to remain in the grips of urgency if you play that game.” So, to make it a habit of “I’m taking these 15 minutes.”

And, in a way, it’s so defiant in terms of, like, the inner personal power that that’s generating for you with regard to, “Yes, I see that urgency. I’m feeling the tug of it. And I’m now conscientiously turning away from it to do this other thing. And my children will whine about being hungry for 15 minutes, and they’re okay. And I am better off, well, actually we’re all better off for having put that 15 minutes in there.”

Anne Marie Anderson
Yeah, the big difference is in people identifying what’s really urgent and what’s important. Things that are urgent have an impending deadline. They can usually be accomplished pretty quickly and without a lot of deep thought. If you’re answering an email really quickly or a text or making dinner, whatever it is, that qualifies as urgent in my book. Things that are important don’t necessarily have an impending deadline, exactly as you said, like, “When I have a whole afternoon, then I’ll do it.”

But there are consequences if you don’t get it done, meaning you won’t move closer to your values and vision and who you want to be. So, they do take more effort, more thought, but they move you closer to where you want to be. And the 15 minutes, people can do it however they want.

I’ve had some people who like to do 20-minute blocks. The real estate agent I told you about, he did two half-hour blocks, but they’re intentional blocks. And I think intentional is exactly the right word that separates just living your life and living it with this prioritization.

Pete Mockaitis
Beautiful. Well, now could you share a favorite quote, something you found inspiring?

Anne Marie Anderson
My mother has always said, “This, too, shall pass,” and it made me nuts in my entire life. But what I realized is not just the discomfort will pass or the failure or the bad situation, but the good times too. They’ll pass, the great calm. And then there’ll be another storm that comes up.

And so, when I’m in a really good space, I remind myself, “Just enjoy this. Don’t be thinking so far ahead. We don’t know what that looks like.” And eventually there’ll be more problems that come up. So, enjoy the space you’re in. If you’re in an uncomfortable space, know that it will pass again. I live near the ocean. I just think of the waves coming.

Pete Mockaitis
And could you share a favorite study or experiment or bit of research?

Anne Marie Anderson
I like the studies about men traditionally applying for jobs when they have less credentials than a woman will apply. Women liking to wait until they’ve got all the credentials. And people think, “Oh, it’s women breaking the glass ceiling.” It’s really about a sticky floor. And as women, we need to jump earlier and risk earlier.

If a man applies for a job at 50 % and doesn’t get it, he’s got some information and some data. If he goes back at 65 and doesn’t get it again, now he’s been in front of that person hiring twice. And if he goes back at 85% and the female goes at 85%, well, he’s got a leg up because they’ve watched him add to his skillset and grow. And so, I like those studies because I think we can reverse those numbers with a little bit of audacity.

Pete Mockaitis
All right. And a favorite book?

Anne Marie Anderson
Right now, I’m going to say Good Awkward by Henna Pryor.

Pete Mockaitis
Okay. And a favorite tool, something you use to be awesome at your job?

Anne Marie Anderson
I have a large, it’s not on my desk right now, a large one-hour time. What do we call that thing? It’s escaping me.

Pete Mockaitis
Hourglass?

Anne Marie Anderson
Yes, an hourglass. Thank you. Not a hard word, but, anyway. And I put, sorry, it’s 30 minutes. And I turn that over on my desk to remind myself. I like to work, just in general, in 30-minute blocks and then I’ll get up for five minutes, move around, do something in the kitchen and then sit down and turn it back over again. It helps me feel like it’s not going to be endless, an endless day for me if I know that every 30 minutes I get to get up for five.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often.

Anne Marie Anderson
Yeah, the front row. People really attach to that front row concept and it works. It works. And I had somebody who heard me at a talk and she approached me afterwards, and said, “You know, I want to be…” it was an educational keynote. And she said, “I really want to be an assistant principal. I have been a teacher for 28 years.” And then she casually mentioned her principal was there. And I said, “Well, did you tell him what you want?” She said, “No, but I will.” And I was like, “Yeah, today’s the day. Unfortunately, you have me right here. So, today’s the day.”

And after much cajoling, she went up to him and said, “Here’s something I’d like to do. Will you be in my front row?” And he had heard my talk, so he knew the verbiage. And six weeks later, I got a note from her, I swear to you, and she said, “I start my new job tomorrow as assistant principal at this school. Thanks so much.” And so, the front row works.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Anne Marie Anderson
To my website, AnneMarieAnderson.com. And, of course, I’m on social as well. You can find me at CultivatingAudacity.com, or Anne Marie Anderson TV.

Pete Mockaitis
Beautiful. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Anne Marie Anderson
If you want to be awesome at your job, ask yourself what you can do that nobody is asking you to do. How can you be a better teammate to your co-workers and not shining the light on yourself? Teams make the world go around. So, you want to be awesome at your job? Elevate your co-workers, help them shine, take something off their plate.

Pete Mockaitis
Perfect. Anne Marie, this is fun. Thank you. I wish you much audacity.

Anne Marie Anderson
Thank you very much. I wish you a lot of audacity too, Pete. Thanks for having me on.

1019: Achieving More with One Bold Move per Day with Shanna Hocking

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Shanna Hocking shares transformative mindsets to help you advance your career and achieve your goals.

You’ll Learn

  1. How daily bold moves increase confidence
  2. Powerful mantras to keep self-doubt at bay
  3. How to stop dreading difficult conversations

About Shanna 

Shanna A. Hocking is a leadership consultant and coach, fundraising strategist, speaker, and writer. Shanna spent 20 years in fundraising leadership at the Wharton School of the University of Pennsylvania, Children’s Hospital of Philadelphia, University of Alabama, and Duke University.

She is the author of One Bold Move a Day: Meaningful Actions Women Can Take to Fulfill Their Leadership and Career Potential. Shanna’s expertise has been featured in Harvard Business Review, Fast Company, Fortune, Wall Street Journal, The Muse, and Harper’s Bazaar UK. Shanna was named a LinkedIn Top Voice in 2024.

Resources Mentioned

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Shanna Hocking Interview Transcript

Pete Mockaitis
Shanna, welcome.

Shanna Hocking
Pete, I’m so glad to be here together with you.

Pete Mockaitis
I am so glad to be here as well. I think you’ve got so much really cool wisdom associated with career advancement and strategy and wise goodness, and I’m excited to dig in.

Shanna Hocking
Great. Let’s do it.

Pete Mockaitis
Well, could you kick us off with a particularly surprising or counterintuitive insight you’ve come to about us professionals trying to advance? What’s something you know that most of us don’t?

Shanna Hocking
Well, I’d like to believe that my job is to bring out things that people already know about themselves and maybe just need that encouragement. So, I think people need a reminder that they belong exactly where they are. We get to the table, the role, the seat, whatever it is, and then we start to think that maybe we didn’t belong there in the first place because it’s new and it’s challenging us. So, I think the reminder I want to give is that you belong exactly where you are and you’re meant to be there right now and your voice is important.

Pete Mockaitis
That’s very encouraging and hopeful. And I’m curious to hear, what happens if we don’t have that message in our hearts and minds, and we think something’s amiss? What are the implications for us in terms of how we show up and advance or fail to advance in career?

Shanna Hocking
Well, I think, first, it’s very important to say that most everyone feels this feeling when they’re in that role. It’s very normal. And so, if that’s something that you’re experiencing, you’re okay, you’re still in the right place. I think what happens if we don’t hear that voice of encouragement or that peer mentor or mentor to support us, we start to let that voice become much bigger than our expertise and our initiative. And we miss a chance to shine, to share ideas, to add value, and then, really, we are missing out, but so is our workplace.

Pete Mockaitis
Okay. And can you share us, you’ve got a book called One Bold Move a Day, which is fun. I like bold moves.

Shanna Hocking
One Bold Move a Day is a message to you that you can achieve all of your personal and professional goals through a single intentional and meaningful action that you choose for yourself each day.

Pete Mockaitis
I like it. You’ve done this before, Shanna.

Shanna Hocking
I have done this before, and I really love telling this story about bold moves because people hear those words, bold and move, and they make a decision about what that means. And a bold move, as I define it, is a meaningful action that helps you move forward, learn, and grow. And with that mindset, you can see how this is attainable for you and worth trying.

Pete Mockaitis
I like it. And it also feels manageable and yet also meaningful and potentially transformative when strung together over many days in consecutive sequence. Could you share with us a cool story so we can get a taste for what exactly is the transformation that might be in store for us if we do one bold move a day?

Shanna Hocking
Sure. Well, I was delivering a workshop at a university this week, and I had been on campus with this team before, and at the break someone came over to me and she said, “Shanna, I had been waiting to tell you that I made my bold move.” And for her, there had been something she had been reluctant to do. I mean, every one of us has that thing on our to-do list that we need to do or want to do, but we feel hesitant for whatever reason.

Maybe we’re anticipating a negative outcome, or maybe we’re unsure if we have the capacity to do it, or we just really put it aside because it’s not our favorite thing to do. And so, she used this framework as the motivation to do the thing that had been on her to-do list for a very long time. And after she learned it, she felt compelled to make that bold move the next day.

And it was really meaningful for me to hear that story in real time from her because I think it’s important for us to realize that a bold move can be the big billboard moment in our career and in our life, or it could be just that thing on your to-do list that you need to move forward.

Pete Mockaitis
Okay. Well, can you tell us what was that thing and what happened as a result of doing it?

Shanna Hocking
Sure. So, for her, she needed to reach out to someone to have a conversation, and I think we often think about these as difficult conversations, and so when we put that kind of language on the anticipatory feelings about the conversation, we create these self-doubts and worry in our mind that it might not go well.

And the bold move framework reminds us that it’s an opportunity to grow and learn from it, and so I like to redefine this as an important conversation to have. And when she was able to do that, she was able to move forward a project that had been stuck because she put herself out there and followed through. And even if it hadn’t gone the way that she wanted, she would have learned something from that experience.

Pete Mockaitis
I love that example so much in terms of reaching out to someone to have a conversation that you’ve put off. And I’m thinking there have been times in my life I could think of, there were two key emails, and I thought, “Oh, you know what? If I could set up a partnership with this person, that could just be so huge.” And I thought, “Oh, but he’s such a big deal. I don’t know. Like, why would he pay attention to little me?” and, “Well, hey, it can’t hurt.”

And so, I put it off. I put it off, and then I did. And that led to, literally, a partnership with thousands of hours of coaching and then hundreds of thousands of dollars in revenue.

And I almost didn’t do it because I got scared, or thinking to myself, “Oh, no, it’s not going to go anywhere. Why bother?” or, getting too perfectionistic with it. It’s like, “Okay, this could be huge, so I really got to make sure this message is the most amazing thing ever,” but then, “Oh, but now it’s too long. No one wants to look at that wall of text.” And so, so back and forth, and yet, that was massive.

And then another time, I read an article about someone who had a cool business in the Wall Street Journal, and I was like, “Huh, you know, we could help you guys with that.” And so, I thought, “Oh, I don’t know, this guy is, you know, a founder/CEO of a billion-dollar company. He’s probably going to ignore his messages.” The same thing! You think I would have learned my lesson, but over a decade later, I guess I forgot. It’s like, “You know what, let’s just go ahead and do this thing.” And then, like, 14 minutes later, he’s like, “Yeah, we should talk to our VP of whatever.”

And so, we got the meeting and, hopefully, that works out. But, yeah, I like what you’re saying there. It’s, like, one bold move a day, that is attainable, writing a tricky email or reaching out to someone that you kind of been a little skittish about or procrastinating, can really be transformative in terms of the doors that it opens up.

Shanna Hocking
Yes, and I love both of those examples. Do you happen to remember, Pete, what motivated you to do that most recent bold move that you told us about?

Pete Mockaitis
Well, it’s funny. It’s really silly and idiosyncratic, but I’ll share it with you anyway. I was fascinated by Kalshi.com, in which they gained regulatory approval to enable people to, essentially, bet on the election. And I was like, “Wow, this website is so fascinating. There’s all these things that you can bet on. Everyone, be very careful. Don’t get carried away.”

And so, I was getting carried away in terms of, like, you could bet on the weather, and I was like, “Oh, well, how could I get an informational edge about the weather? Where are some personal weather stations I could access that other people don’t know about?” And so, I was kind of getting obsessive about this, and I came to realize, “You know, Pete, even if you, like, clean up on betting on the weather, you’ll be so much better off just spending that time obsessing about and figuring out stuff to make your businesses work better.”

So, I was having a conversation with one of the executives, and I said, “Hey, so you knowing me and my strengths, like what should I be obsessing on that can improve our business and that’s not the weather because this is not really healthy or valuable?” And he’s like, “Well, how about partnerships?” And I was like, “You know, I read something about partnerships, and I had this idea. Let’s go ahead and do that.” So, it was sort of sharing that with someone else.

And I guess maybe there’s a little bit of vulnerability there too, it’s like, “I realize I’ve been wasting my time and life. You tell me how I might spend it better,” and then that kind of brought the idea right back up to the surface.

Shanna Hocking
Well, I think what’s so interesting about the way that you did this is that sometimes we go down a path, we don’t even know we’re going down this path maybe too far or wherever we are, and the power of having someone in community with us to offer reflection or insight about either a different path we need to go down or a different way to look at that path. And I think that that’s really true of bold moves. People may never know the bold moves that we make unless we share them, and there’s a lot of power in doing this together with others that you care about and care about you.

Pete Mockaitis
Well, so could you help us think a little bit more about these bold moves? It seems like one category might be reach out to somebody or do the thing you’ve been procrastinating. Can you share with us any other guiding lights or shortcuts which might suggest, “Here’s a likely valuable bold move for you”?

Shanna Hocking
I would say that it could be sharing your idea in a meeting, or giving difficult feedback to your boss or another senior leader when you have a different perspective that’s important to share. Connecting and meeting with your mentor is a bold move, whether that’s a peer mentor or an aspirational leader that you’d like to be more about.

Learning is a bold move. Saying, “I have something that I can contribute to the world, but I have greater capacity to learn about it,” that’s a bold move too. And so, this reframe is, “Oh, not only am I able to do this today, but I’m going to give myself credit and celebrate the progress that I’ve made once I’ve done it.”

Pete Mockaitis
I like that. And so then, how do you think about the time? If one bold move a day, is there a place on your calendar where it’s like, “Okay, 10:30 a.m. It’s bold move time,” or how does that go down?

Shanna Hocking
Well, I’m not quite as formal as that because I really think that once you adopt this practice, there is the idea that you have to open up those doors to make them happen, and if that works for you to say, “At 10:30 a.m. I’m going to do this,” that’s great. Over time, you’re going to see doors open, and the question is, “Are you going to walk through it?”

And so, what I mean by this is you’re in a networking conversation with somebody at a conference or a work gathering, and they say something that you think, “Should I add this comment? Should I ask more about this?” And that momentary decision that you are considering and the choice that you make accompanied with it is potentially your bold move of the day.

So, you can’t plan that that’s going to happen at 10:30, but you can say, “When I walk into this networking gathering at this conference, I’m going to walk up to someone and talk to them,” first bold move, “and maybe I’m going to ask them a question about something that interests me that they might want to share more about,” and there’s the second bold move of the day.

Pete Mockaitis
That’s really cool. And one of the top things our listeners say they want to improve on is confidence, and confidence is tricky, because that could mean one of several very specific things. But if we were to generalize a bit, it would seem that continually doing these bold moves is probably one of the top practices for growing a general sense of confidence, self-belief, self-efficacy, “Hey, I can do some things here.”

Shanna Hocking
So well said. People often say to me, “Shanna, I don’t feel confident enough to make this bold move.” And just like you’ve said, I remind them that confidence comes from taking action to move you closer to your potential. And so, in making that bold move, no matter what the outcome is, you’re building your confidence.

Pete Mockaitis
Okay. And share with us, in the moment when we have those fear or impostor-types of feelings and emotions, how do you recommend we power through?

Shanna Hocking
I find it really helpful to have a mantra to power through, particularly if you’re going to walk into a situation or be faced with a situation that you anticipate will either cause you to shrink back or not speak up, and there’s a whole host of mantras that might work for you. “One bold move a day” is a great one. I really like to say, “I will achieve more than I ever thought possible.” And that kind of reminder in the moment of, “Can I possibly do this?” helps me to move forward and make my bold move too.

Pete Mockaitis
Yeah. Can I hear some other mantras that are really helpful and resonant for folks?

Shanna Hocking
Sure. Well, I’ll tell you a story about a mantra that could be applicable, depending on where you are in your career. If you’ve just stepped into a new role and you’re feeling those feelings we’ve talked about already, Pete, about, “Do I belong here? Can I do this?” you were hired for a reason. And so, there have been points in time in my career where I made this level-up moment. I’m into my first managerial role, for example, and I thought, “I can’t possibly do what is being asked of me in this moment right now.”

And so, I looked in the mirror and I reminded myself of my title and my role, and that alone gave me the confidence to say, “Oh, yeah, no, I am a big deal and I can do this.” So, that’s another potential mantra that might work for you in the moment to remind yourself someone chose you for the role that you’re in.

I really like to think about mantras that motivate you. So, if you’re motivated by gratitude, if you’re motivated by celebrating progress, then you can say, “I will learn something from this and I will celebrate afterward no matter the outcome.” Or you can say, “I’m so grateful for all I’ve been able to accomplish, and I know that I can achieve more.”

Pete Mockaitis
Yeah, that’s good. I imagine this could take so many fun flavors in terms of as many unique people and messages that we find resonant, you know, there could be plenty. And I’m wondering if you have a system or process by which you recommend people go about unearthing an effective mantra for themselves?

Shanna Hocking
I find that mantras are often things that come to us. There are things that we hear from other people or we read in a book and it’s the kind of thing you write into the margin or you write down on a Post-it note or in your phone, and you’re like, “That works for me.” What version of that worked for you? What motivated you? What did it make you want to do? And then, can you apply that directly or adapt it to create the mantra that will be the one that you can most rely on?

Pete Mockaitis
Oh, I like that. You could catch it from any number of unlikely sources. I’m thinking, once I was watching this goofy reality TV program, and some guy was trying to psych himself up to ask for a date, and he said something like, “You’re alive for 14,000 more days, and this will not be the one that you look back on and are disappointed,” or something like that. Like, it was intense, like, “Whoa, this is life or death, there’s a limited number of days,” and that’s true, we do have a limited number of days.

And so, he brought that, and, sure enough, he asked for the date, and it worked out, so great job, reality TV guy. So, yeah, just sort of maybe keeping our antennas up for where those bits of inspiration can come from, or maybe where they’ve come from in years past, but maybe we’ve forgotten, from a favorite book or movie or whatever.

Shanna Hocking
Love that. I think that there’s lots of inspiration that we can take in everything around us if we’re looking and listening.

Pete Mockaitis
Okay. And you recommend folks adopt a few key mindsets. Can you expand upon these?

Shanna Hocking
Yes. So, the bold move mindset is the foundation for making your bold moves each day, and the bold move mindset is made up of four individual and complementary components. The gratitude mindset, being grateful for all you have and all you are. The happiness mindset, reminding yourself that happiness does not come when you reach success. Every day, you are working towards something that’s important to you, and that’s what’s defining your happiness.

The progress mindset, celebrating every step of this journey and honoring what you’ve learned along the way. And the “and” mindset, the recognition that you can experience two different things at the same time, such as joy and challenge, and embracing that you are more than one thing at any given time.

Pete Mockaitis
Wow, those are powerful and grand. Do you have any pro tips on how we might cultivate these effectively?

Shanna Hocking
I think the gratitude mindset is a very approachable way to start. Lots of people talk about gratitude, Pete, and the very first time that I read about this and heard about this, I was reluctant to try it. I’m way too practical and way too actionable to think that a gratitude journal was going to change my life. And the idea of writing down three things each day that I was grateful for gave me the pause to think about what I’d already been through and what I’d already learned, and accept that and accept myself.

And I have found that that is a great place to start, and starting to figure out how the bold move framework can apply to you, and whether you do this in the morning or the evening, it doesn’t matter. It is the idea of saying, “I’m grateful for what I have in this day,” not the biggest things that we’re grateful for every day, but, “Today, what am I grateful for?” And that comes with accepting yourself and giving yourself credit too.

Pete Mockaitis
And, Shanna, I’d love to get your perspective when it comes to gratitude journals. I’ve done this exercise off and on at times, and what’s interesting is sometimes it feels very perfunctory, like I’m checking the box, “I’m grateful for this. I’m grateful for this. I’m grateful for this. And so, yep, those, in fact, I objectively, logically understand, these are blessings, and it is good to have them. That is special and rare, and, thusly, gratitude is an appropriate response.” It’s almost sort of like robotic.

And other times when I’m doing the gratefulness practice, boy, I’m really feeling it, in terms of like, “Wow, this is just, wow, a tremendous blessing.” And my heart is open and expanded and I could see how this leads to all sorts of benefits and sort of health outcomes and goodness that they say happens when you do a gratitude journal.

So, do you have any perspective on that? When doing the gratitude thing, sometimes I’m really feeling it, and sometimes I’m not, I prefer to be feeling it more. How do you think about that?

Shanna Hocking
Well, I think it’s a really good point because, again, I was the reluctant person when I started this too. And what I’ll say is, at the very beginning, it might feel like a to-do list item that you have to check off, and there was a transformation for me that happened when I realized that it was okay to be grateful for getting to visit my favorite coffee shop. There was nothing silly or mundane about that. It was a recognition of something special that happened during the day.

And like any practice, if we only do it when we’re feeling like the top of our game, then it’s not going to become a habit that will outlast the difficult moments and the difficult days. If we only write when we’re in flow, then we’re not going to be able to be a great writer. We have to be able to do it even when it’s not coming as easily because it’s the practice of the work that we’re putting in.

So, with gratitude, if it’s feeling like, “Today’s not my day for me to recognize these three things for myself,” then practice sending it to someone else, “Pete, I really value that you invited me to be on your podcast. And I especially value your vulnerability in our conversation today. I just wanted to tell you that I thought it was great.” Then I’m expressing gratitude to someone else and I’m still getting the power of that feeling for myself, and I’m sharing the joy with someone else.

Pete Mockaitis
Okay. That’s nice. And how about the progress mindset?

Shanna Hocking
So, the progress mindset for me formed because I was so busy going on to the next thing, the next goal, the next close, the next outcome, the next job title. And every time I got to that milestone, I would high-five myself, but then I’d be like, “Okay, what’s next?” And when you’re constantly waiting to get to this next thing, you’re not being present in the moment, and that’s what I experienced for myself. And I was really hard on myself, and I still am, I have to work through this.

So, what can I do to celebrate the progress that I’ve made? I haven’t finished the project. We don’t have to wait till the end for a celebration. You need to celebrate the progress along the way in order to be motivated to keep going. This is particularly true if you’re a people leader. How are you celebrating progress for your team members so that they can navigate the challenges and keep working through them, and see what the outcomes will be even if it’s not the way that they hoped or planned?

Pete Mockaitis
That’s nice. And tell us, when it comes to team leading, one bold move I’ve discovered is the bold move of letting go of some things, and asking another colleague to take it on. And delegation can be challenging in terms of, “Oh, no one can do it as well as I can do it,” or you have some fears, concerns. Can you share with us any of your top tips when it comes to delegating, letting go, empowering others?

Shanna Hocking
Well, I will say that no matter where you are in your career, whether you are working together with an intern or a colleague, or you are a chief executive, delegating is a learned skill and it requires practice. I think that the very first tip in understanding how to approach delegating is changing the mindset from, “I can’t do it all,” or, “I’m not good enough, and therefore I have to do this,” to, “What opportunities can I create for other people around me to learn and maybe get to the place where I am? And how can doing this allow me to focus on my best and highest use of time, which allows me to contribute more to the world?”

That mindset shift is so important. I often hear people trying to hang on to doing it all because they think they’re supposed to. And then from there, it’s really understanding what is important to other people to achieve, and, “How can I help them do this? And how can I help create opportunities for learning? And then how can I communicate clearly about what is expected so I can set someone up for success in this process?”

Pete Mockaitis
Well, these things make great sense in terms of a great mindset to have going into it as well as some principles to follow, to have that be more likely to be successful. Can you share with us any nitty-gritty do’s and don’ts within this?

Shanna Hocking
Absolutely. The first thing to know is that if you’re going to delegate something to someone, you cannot micromanage them throughout the whole process if you want this to be successful for you or for them. So, in the beginning, it might take an extra 10 minutes or 15 minutes to say, “Here’s where the outcome is that we’re working toward. Here’s how frequently we’re going to talk about progress. Here’s how you can reach me when you have questions. And we’ll look forward to seeing how this goes along the way.”

But if you say, “Here’s the project. I want you to work on it,” and then every couple of days you’re like, “How’s it going with this? What’s happening with this? Where are we with this?” What you’re saying to someone is, unintentionally, “I don’t trust you. I don’t believe that you have the capacity to do this on your own.” So, having that conversation up front gives clarity to all roles of people who are involved.

The other thing is, it doesn’t mean you’re letting go of everything entirely. Especially if you’re a people leader or if you’re delegating a project to an intern, you are responsible for that outcome, too. And so, that clear communication just creates more clarity for everybody who’s involved in the process, and then you can experience a different kind of pride, too, in seeing someone that you’re working with being able to achieve something and feel good about it for themselves. I think that’s really where growth comes as a leader.

Pete Mockaitis
Okay. Well, zooming out, tell me, Shanna, any other key things that make all the difference when it comes to career advancement and wisely navigating things?

Shanna Hocking
Something I often encourage people to consider is how to lead from where you are. I, fundamentally, believe that everyone is a leader. Your leadership is not about your title or your authority, it’s the energy and purpose by which you lead yourself and serve others each day. So, no matter where you are on the org chart, you have both an opportunity and a responsibility to lead in the workplace.

Pete Mockaitis
Okay. Well, any final things you want to make sure to mention before we hear about some of your favorite things?

Shanna Hocking
As you are starting on this bold move journey, as I call it, a bold move can be quiet. When you’re talking to two people like us, Pete, right? You and I make a living by being out in public and doing a lot of things to encourage others, and it might seem like, “Well, that’s great for Shanna and Pete.” So, a bold move is defined by you, and it might be quiet, right? You do not have to be extroverted in order to achieve this. You have to be committed to your own success. And I hope that that’s the encouragement to get started on this journey.

Pete Mockaitis
Oh, thank you. Well, now could you share a favorite quote, something you find inspiring?

Shanna Hocking
“Luck is when preparation meets opportunity.”

Pete Mockaitis
And a favorite study or experiment or bit of research?

Shanna Hocking
So, I will share with you that the research study I’m talking about most frequently recently is about your team’s collective strengths. So, the study came out last year, and what it’s showing is that when you identify individual strengths and talk about how to leverage those strengths collectively and trust each other’s strengths in the workplace, you can create a high-performing team.

Pete Mockaitis
Okay. Do we know how to do that or how to not do that?

Shanna Hocking
Well, I lead a workshop on how to do that, so we definitely know how to do it. It is a self-discovery conversation and also a team collective about, “What do we do well? And how do we do it well together? And then how do we apply that?” You can think about this in terms of a project. There’s probably something that you can contribute to a project right now that is going unnoticed in your workplace because maybe it’s not something you talk about frequently or it’s not related to your job title.

But if you can say to your manager, like, “Here’s a strength, a way I would like to add value to this project,” you might be able to unlock some piece of this project that’s been stuck and also your own potential.

Pete Mockaitis
All right. And a favorite book?

Shanna Hocking
My very favorite book to recommend is, What Works for Women at Work by Professor Joan C. Williams. That book changed my life, and I have given it as a gift to many women that I mentor.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Shanna Hocking
I just got trained in the Hogan Assessment in order to be able to help leaders understand themselves and their teams better. So, I’m looking forward to using that tool in order to do my work.

Pete Mockaitis
And a favorite habit?

Shanna Hocking
I’d say probably gratitude, right? I think it is the most approachable way for any of us to be able to celebrate who we are and where we are.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Shanna Hocking
When it comes to one bold move a day, people often feel inspired by the idea that you get to choose what your bold move is every day and nobody else gets to judge it.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Shanna Hocking
I’d love to connect with you on LinkedIn where I share a lot of leadership insights and, also, I send out a weekly newsletter, which you can find on my website, ShannaAHocking.com.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Shanna Hocking
Well, Pete, I think we’re going to challenge people to make their one bold move a day because it will make the world a better place, and it will help them to be the best version of themselves.

Pete Mockaitis
All right. Shanna, thank you for this. And I wish you many lovely bold moves.

Shanna Hocking
Thank you, and back to you.

1018: The Step-by-Step Guide to Building the Life You Want with Ximena Vengoechea

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Ximena Vengoechea shares her viral three-phase life audit exercise for surfacing and achieving your most important goals.

You’ll Learn

  1. How to transform your life with just Post-Its and a marker
  2. How to turn fanciful wishes into actionable goals
  3. How to stay motivated while pursuing hard goals

About Ximena 

Ximena Vengoechea is a user experience researcher, writer, and illustrator whose work on personal and professional development has been published in Inc., the Washington Post, Newsweek, and Insider, among others. She is the author of Rest Easy and Listen Like You Mean It, and she writes a newsletter about personal growth and human behavior. She lives in New York.

Resources Mentioned

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Ximena Vengoechea Interview Transcript

Pete Mockaitis
Ximena, welcome back.

Ximena Vengoechea
Thank you so much for having me back. It’s great to be here.

Pete Mockaitis
Oh, I’m excited to chat through your latest goodies. You wrote a post that really resonated with folks and you’ve now made it into a book. Tell us about this so-called life audit.

Ximena Vengoechea
So, this is a post that I wrote about a decade ago that is now a book, and basically The Life Audit is this exercise, this kind of checkpoint for you to see, “What is it that I want to of this one true beautiful life? Am I heading in that direction? What are maybe some of the deep-seated desires, wishes, goals that I am not in touch with that maybe I need to kind of resurface? What are my core values? And how do I navigate that in this lovely thing called life?”

Pete Mockaitis
Well, that sounds like, generally, a kind of a prudent practice. I mean, just to confirm, clarify, will Federal agents swoop in if I conduct a life audit?

Ximena Vengoechea
They will not be making you an appearance.

Pete Mockaitis
Okay.

Ximena Vengoechea
Yeah, this is just for you. This is really, you know, I’m sure we’ll get into this but my background is in user research, and a lot of what that role is doing is about understanding other people, and really kind of understanding the psychology of people. What are their needs? What are their motivations? What are their perceptions, usually, with regard to understanding how to design a better product that actually fits those real human needs?

And in this case, we’re taking these same practices, but we’re turning them in on ourselves. So, this is something that is really just for you. It’s a tool to help you reconnect with yourself to uncover some of this inner wisdom and intuition, and then it is practical also to kind of help you take steps in that direction. Yeah, you are welcome to share it if you’d like, but, if not, you don’t have to share your paper with anybody.

Pete Mockaitis
Well, so reconnecting with yourself and uncovering wisdom, generally, sounds like something kind of cool, kind of handy. But could you perhaps make an even stronger case for the why behind this?

If folks are thinking, “Oh, maybe, but there’s maybe a dozen journaling kinds of things I probably ‘should’ be doing, along with some mindfulness practices and gratitude, and so on and so on,” could you share perhaps your own story or the story of some of your biggest life audit fans on what kind of impact this can make?

Ximena Vengoechea
Yes. I certainly never want this to feel like a chore. So, this is something that you should pursue when the moment feels right. Usually, for most people, that’s at some kind of crossroads or life milestone. So, in my case, I had moved from the East Coast to the West Coast. I was in this phase of just great excitement, of starting this new career, meeting lots of people, had lots of hobbies, interests, things that I could be pursuing, but also felt overwhelmed by the possibility. What a beautiful place to be in but also a little bit scary.

And I remember just thinking like, “Oh, my God, like, I don’t know where to start. And is this career even right? Like, was this move even right?” Just having a lot of doubts about what came next. And for me, it was really an opportunity to kind of step back, assess, not just this moment, but, on a longer term, what it was that I wanted out of my life.

This is something that we usually don’t allow ourselves to do. So, a lot of times when we’re getting those resolutions in for the New Year or setting goals, we’re usually doing it on a much smaller timeframe, or maybe we’re not even thinking about the timeframe, and we just think, “This is a thing that I want to do.” The Life Audit is really unique in that we are looking at a much longer time frame.

So, in my case, I was starting to do user research. I had a bunch of hobbies that I sort of didn’t know what to do with them, you know, design, illustration, writing. These were things I was excited about, but I didn’t really know what to do with them. And 10 years later, “The Life Audit,” that post that I wrote after conducting my own, where I sort of learned these things about myself, went viral. That post was then picked up by Fast Company.

Fast Company then invited me to be a contributor. A literary agent saw my work in Fast Company. I am now a published author working with that agent. This is my third book and, yeah, I had some wishes around writing, writing books, like figuring out how to make a career out of that. And I think that had I not sat down and really taken the time and space to uncover that, but also just kind of sit with it and really internalize that about myself, I don’t know what would have happened.

I mean, maybe life is long, maybe you meander in that direction. But it, certainly, for me, gave me a lot of clarity and purpose and conviction around the things that I wanted to pursue. And I hear that a lot from people who have conducted their own life audits, that it’s really about crystallizing things, things that maybe you’ve buried or maybe you haven’t made space to uncover before, and providing that clarity is really just so key.

Pete Mockaitis
I love that so much. Clarity is something many of us want, crave, and in practice, it seems it’s relatively rare for us to pause from the interesting, the urgent, the impulse to check something, whether it’s the news or social media or email or whatever, but really to go deep and to go internal. So, I think that’s one huge piece right there is to just remember, “Hey, if clarity appears to be missing, perhaps what is also missing is some form of quiet introspection, reflection, be it a life audit process or there’s something different.”

Ximena Vengoechea
Yes, we don’t often make space to ask ourselves these big questions, and there are many reasons for that. Part of it are the distractions that you were talking about. Part of it is also, I think, emotional. It takes a certain amount of courage for many people to sit down with themselves, just with themselves, not with anybody else, not with their manager or a partner or a roommate, giving them advice or telling them what they should pursue.

I think we all have, by virtue of living in this society, we have societal messages, expectations that are put upon us. There’s a difference between, and I think we sometimes kind of lose this distinction, but there is a difference between pursuing things that you think you should pursue versus things that you genuinely want to pursue. And for many of us, those external messages crowd out the internal side.

And I think that’s when we can kind of, suddenly, maybe you’re in this career and you’re at the top of your field and you step back and go, “Wait, but is this it?” you know, or, “Am I happy? Do I like this? My LinkedIn resume is amazing, but is this it?” And so, I think that’s one of the main things that we’re doing, is we’re really trying to set some of that aside. It’s not to say that those voices can completely be erased, but we’re trying to recognize and acknowledge when it’s somebody else’s desire versus our own.

Pete Mockaitis
Okay, that’s really handy. And so, in terms of when to do it, it sounds like often it comes with life transitions, a move, turning a milestone age of 30 or 40, new job, new partner, breakups, transitions. These sorts of things are fine prompts, and maybe the New Year or just any reason at all, like, “I just think now would be great to have some extra clarity.” So, that’s cool.

And if we don’t do something along this, we may very well find ourselves swept along into a pathway of, “Oops! Is this really what I want? Uh-oh. Where did life go? Uh-oh.” So, walk us through it then. If we’re thinking, “All right, life audit sounds great,” how do we proceed?

Ximena Vengoechea
Yes. So, it’s a very simple process. It’s deliberately lightweight. So, what I mean by that is I’m not going to ask you to get any specific equipment. You don’t have to download anything. Your tools really are quite simple. And we’re starting with sticky notes, so Post-it notes, which maybe you have at home, and Sharpies, permanent marker, which hopefully you also have at home, and if not, that’s at the office, quick Staples run, whatever. But that’s it. It’s very minimal, and that’s deliberate.

And so, what we are doing, there are sort of three phases. The first phase is really generative, and this is when we are brainstorming, essentially, and pulling up wishes. So, I usually recommend that people dedicate an hour and they aim for 100 wishes. So, you’re writing one wish per sticky note. You’re keeping it simple. So, that is why we use a Sharpie. We’re not writing long essays. We’re not writing anything that involves a comma. No, it’s usually just one or two words, a handful of words, and you’re just going to keep going until you hit that hour mark.

The hour is a guideline, just as 100 is a guideline. Some people are going to blow past that and some people won’t hit that number. That’s totally fine. This is just to get the wheels turning, but essentially like this first phase, you know, in user research, we talk about brainstorms, and whenever we talk about brainstorms, we say we’re encouraging wild and crazy ideas. There are no bad ideas. This is blue skies so you don’t want to self-edit during this stage.

And that’s another reason for using sticky notes is they are intentionally disposable. If you decide later that was a dumb idea, you don’t want it, you can just crumple it up and get rid of it. So, we’re really trying to make this less heavy because it can feel a little intense of, “Oh, my God, what am I doing with my life?” No, we want it to feel lightweight, playful. We’re just dreaming during this stage. So, that’s the generative stage.

Pete Mockaitis
Okay, so we got the Post-its, we got the Sharpies, we’re dreaming and we’re putting a dream or wish on one per sticky. Could you just give us some examples? The dreams can be big or small. Like, give us a few nuggets.

Ximena Vengoechea
Sure.

Pete Mockaitis
It’s like, “I want to get good at making barbecue,” all the way to, “I want to live in Hawaii.” Like, anything there?

Ximena Vengoechea
Yeah, exactly. It could be anything from, “I want to launch a podcast someday. I don’t know when, but I want to do it,” to, “I want to write a book someday,” to, “I want to make six figures in my career,” to, “I want to be more patient.” So, it can be a little bit more abstract too. So, there’s a whole variety. And, usually, what happens when you step back and you get to the analysis phase, which we’ll talk about next, usually what happens is you do start to see that your wishes kind of fall into three buckets of, “This is something I can carry with me every day.” I think of these as core values.

So, for example, a desire to be patient, a desire to be generous, to tell your loved ones that you love them on a regular basis, like things that you just want to kind of carry with you, I would put those in the category of core values. And then you tend to also have wishes that are really about things you want to achieve or see through in the near term, let’s say, in the next 6 to 12 months.

And then you’ve got another category which is really kind of someday wishes, like, “I want to do this someday. I want to launch a podcast someday. I don’t know when, but at some point, that seems like something that I would enjoy, that I could be good at.” So that’s a whole other category of wishes.

Pete Mockaitis
Okay. So, we’ve generated many wishes and we find they fall into some categories. And I guess if they’re Post-its, are you imagining like rearranging them on a big old wall or a giant desk or piece of furniture? Or, kind of visually how does that unfold?

Ximena Vengoechea
Yeah. So this is something else that I really like about using Post-its is you can manipulate them, and you can move them around and look for patterns. So, this is our second phase where we’re really looking to, essentially, analyze our data. So, this is something that as a user researcher you would do. You have a bunch of data about a study and then you have to make sense of it, and you need to turn the data into insights. So, it’s not just numbers or information, it’s actually telling you something useful.

So, I usually recommend that you just start by doing a simple cluster analysis, which is essentially we’re looking for wishes that are in some way related to each other, and we’re just going to group them. So, it sounds fancier than it is, but we are just looking for things that are related. So, for example, common themes that might come up, you might have a bunch of wishes around family, you might have a bunch of wishes around career, money, volunteering, travel, creative pursuits, spirituality, mental health, physical health. There’s a lot of things that could come up.

But we’re essentially going to go, “Okay, I’ve got my hundred wishes. Now I’m going to start to physically move them and put them in groups so that I get a bigger picture of what’s really happening.” Because, essentially, what we’re looking at here is a reflection of our true desires, is a reflection of today, “Who I am today, these are the things that I want.” These things can change, we evolve as people. But today, this is a snapshot, it’s sort of a self-portrait.

And so, you get to look back and go, just really quickly, see visually too, “Oh, wow, I have a ton of wishes around family. I have a lot of wishes around finance. I don’t have that many wishes around my career. Why might that be?” So, you’re kind of observing and asking yourself questions of, “How do I feel about how this is mapping out? Why might this be mapping out in this way?”

I think one of the interesting things to consider when you have your life audit is that areas that are, let’s say you have a smaller number of wishes, sometimes we think, “Wait a minute, am I not as invested, for example, in my career as I thought I was?” Maybe. But another thing could be that you are investing so much already in that area of your life that you don’t need it as a wish. It’s kind of already taken care of, right? It’s something that you are regularly doing, supporting, pursuing.

So, I always tell people, you know, the life audit, especially at this stage, it’s not a progress report. It doesn’t tell you, like check mark, like, “Here’s what I’ve done. Here’s what I haven’t done.” It’s really trying to reveal, like, “Right now, what are the things that I’m most interested in pursuing,” and to teach you something about that.

Whether it’s that there are areas that are not coming up because you are really actively embracing them already, or whether there are things that you kind of step back and go, “Wait a minute, that’s actually weird that I have so many things in this column around physical fitness because I hate exercising. Like, where did that come from?” And that’s when you kind of can ask yourself, “Is this a true wish? Is this a should wish? Like, somebody thinks I should do this. Is this really mine?” So, this is a really fun phase too because it’s all about self-discovery and learning something about yourself.

Pete Mockaitis
That is really fun. And, you’re right, when you ask those questions you might say, “Oh, no, it’s just because I was listening to some health podcasts yesterday, and that’s very top of mind.” Or, maybe you don’t have much in careers, like, “Oh, do I not care about career? Well, maybe it’s already taken care of.” Or, maybe, “Well, I’ve got two in career, and they’re hugely important to me!” So, all right, it doesn’t matter so much the quantity of pieces of paper. And when I’m looking for clusters and connections, do I need yarn, like an FBI investigation board? Or do I just let them hang?

Ximena Vengoechea
No, you do not need yarn.

Pete Mockaitis
All right.

Ximena Vengoechea
If that feels good to you, that would be your own unique modification. I will not stop you. But, no, usually, I suggest doing this either on a wall, a foam core board if you have one, but if not, a wall is great, or the floor is also fine, and you’re just moving things around. So, we’re keeping things flexible. We don’t need to attach anything else to it. We’re just kind of seeing where things land.

Pete Mockaitis
Okay. And then what’s our next step?

Ximena Vengoechea
So, from here, we’re going to start thinking about some other factors to help us understand what’s happening. So, we’re going to look at, okay, let’s say we’ve got however many wishes, we’ve grouped them into themes, we can start to prioritize. Usually, I suggest that people commit to three to five wishes a year, and that’s a guideline.

As you mentioned earlier, you might have two wishes in career, they might be huge. We need to be aware of that. You don’t want to commit to five huge wishes, but you do want to find a little bit of a balance, and that’s where knowing, “Is this a core value that I’m going to live through every day? Is this something I want to do in the next 6 to 12 months? Is this something that I need to work toward eventually, someday?” That’s where having that in mind really helps so that you’re not tackling all, let’s say, someday wishes, like huge wishes. You find a balance, but you’re really going to start to prioritize.

And prioritization can come on multiple axes. So, you might be a really rational thinker and look and say, “Okay, what do I know is achievable, either because I have the right skillset in place, I have the right resources, I have the time and money available to me, I have mentorship?” Maybe it’s geographically feasible, right? But if you’re a really logical thinker that might be a really useful way for you to prioritize.

Some people hear that, and they think, “Oh, my God, that sounds so boring. That sounds like homework.” And they might be more drawn to just intuition of, like, where is their natural heat? Like, “What am I naturally drawn to? I’m going to just follow that instinct.” Other people might also think about this more emotionally of, “What am I afraid of? Like, maybe that’s actually the entry point I want to take in. The things that are scariest to me might also be most exciting to me.”

So, there’s a lot of that you can go into it, but you want to choose whatever feels right for you. Usually, it’s a combination of those things that you might want to ask yourself some questions around before you kind of come up with that short list.

Pete Mockaitis
Okay. So, we’ve got our short list, then what?

Ximena Vengoechea
So, at this point, you also want to start thinking about what’s feasible. So, I usually recommend that folks do a little bit of an audit of their time, “So, knowing that these are the things that I want to spend my time on, how am I spending my time today?” And I usually recommend that folks just look at an average day and make a quick list of “Here’s how I usually spend my time.”

You can think of it as like a pie chart, give yourself little percentages, maybe work takes up 50% of the time, child care or pet care or life admin, just start to chart it out, and see what is the delta between where you want to be and where you are. I think, similarly, doing a little bit of a relationship audit. So, thinking about who are the people in your life who you spend the most time with. That doesn’t necessarily mean physically, like you’re in the same room, but like these are the people you’re connecting with the most on an average day.

Usually, these people are somewhat convenient. So, maybe there’s someone you work with, or maybe they live in your building, or you have some reason that you’re seeing them a lot, versus they’re actually someone who can help me see these wishes through, who can help me see these goals through, and I don’t mean that in a transactional sense. I don’t mean, “So-and-so works in the recording industry. Like, I can talk to them about getting a foot in the door for whatever goal.” That’s not what I mean.

I mean people who are really inspiring to you, are motivating, the friend who you have a coffee catch up with and you walk away and you’re like, “Yes, like life is good. I can do anything.” Like, the people who boost you up or genuinely invested in you as a person. person, that’s what I’m talking about. I call them gems.

So, what we’re doing here is we’re kind of taking a look at, “Okay, there are some stuff that I want to do, that I want to pursue. What does my life look like now? Who is kind of supporting me? Who could support me? Where are the gaps?” because that is also going to give us information about where some tweaks might need to be made in order to support our pursuit of these goals and wishes and desires.

Pete Mockaitis
Very good. Okay, then what?

Ximena Vengoechea
At that point, you’ve got a lot of information about changes that you might want to make. That can feel both galvanizing, energizing, exciting, and daunting. Like, you might look at your lists and go, “Oh, my God, I’m not talking to anybody who I actually want to talk to,” or, like, “My schedule is not really in my control. Like, how can I shift even a little bit?”

And this is usually, I think of this as like a phase where, for example, if you’re setting a New Year’s resolution, we’re often not doing this depth of self-analysis. We’re kind of making the wish or setting the goal and forgetting about the rest, but we’re going so much deeper that now we can see some of the gaps in our own schedule, in our own lives, in our own network, however you want to put it. So, now this phase is about making sure that we don’t get dissuaded or discouraged by what we’re seeing because it’s normal to have some gaps.

If you didn’t have any gaps, you probably would have pursued those goals and wishes earlier. So, it’s normal, it is expected. And now at this point, we want to see, like, “Okay, how do I begin to chart a path forward?” And so, the third part is really all about goal-setting, and how to make these goals more manageable for yourself.

Pete Mockaitis
Okay. And how do we?

Ximena Vengoechea
So, I usually tell people, you know, like taking a look at those, let’s say, three to five areas. Like, how do we break those goals down into really achievable goals? So, for example, let’s say you have a wish that’s just to read more. You used to read as a kid, you don’t really read now, like you want to return to your love of reading.

Rather than go to the bookstore and buy 20 books that look awesome and put them on your bedside and go, “Okay, I’m starting tonight,” what if you got one book? And what if you committed to a paragraph a night? And then you work your way up to a chapter a night, right? Like, starting really small, so whatever that goal is, essentially how can you break it down into something really manageable? So manageable that you are virtually guaranteed to succeed because, especially in the beginning, it is important to get that momentum.

Psychologically, when you’re pursuing something new, it’s important to get these quick wins so that you go, “Okay, I can do this,” and then you can continue to make progress against that. So that’s one thing that I suggest.

Pete Mockaitis
I love that a lot. And we had B.J. Fogg on the show talking about Tiny Habits, and that really resonates in terms of in my own life and the results that he’s seeing, in general, it feels good to win and to be able to celebrate something. And it is worth celebrating something new, even if it’s super tiny. And he uses the example of when a child takes his or her first steps, no one says, “Okay, yeah, whatever, you only made it like six inches, dude.” It’s like, no, no, it’s beautiful and wondrous and worthy of celebration.

And so too is it if, “Hey, if we want to read more,” we’ve kind of had that as a hidden desire for years, and then we finally buy book and read a paragraph, that is worth celebrating. That’s something. Go from zero to one there.

Ximena Vengoechea
Absolutely, yeah. We’re making progress. It can feel really small, but that’s what we’re doing, is we’re making progress. The other thing that I recommend is to think about having some kind of accountability partner because it is totally natural, when you are pursuing something new, that things will get hard. Your schedule will be difficult, someone will get sick, like, things will get thrown off, you’ll forget. There are just a number of things that get in our way, as anyone who’s either tried to start a new habit or to stop a bad habit from forming. Lots of uncontrollable factors.

One thing you can do, though, is to have an accountability partner. So, let’s say you have something like, you know, there’s that yoga studio in your neighborhood that you pass by all the time, kind of wistfully looking at, like, “That could be me. Like, maybe someday,” and you’ve decided, “No, I’m actually going to get serious about exercise, and that is where I’m going to start.” Maybe, you find a friend who will go with you to this yoga class. Maybe you guys sign up to do this on a weekly basis. It is much easier to cancel on ourselves than it is to cancel on someone else.

So, when we have somebody else who is waiting for us, excited to see us, there’s just more accountability built in, and we are less likely to bail even if it’s really freezing out and we’d rather not put on our heavy down jacket and head out into the cold to the studio. Having somebody there on the other side really helps encourage us to keep going.

Pete Mockaitis
I dig it. Having been through this and seen other people go through it, have you observed any patterns in terms of ideal mindsets and not-so-ideal mindsets, in terms of the headspace or approach that we take while working these steps? Any do’s or don’ts come to mind there?

Ximena Vengoechea
Yes. I would say that you’ll have more success if you come into this with an open mind and self-compassion, the ability to give yourself some grace for when things are difficult. If you come into it with this mindset of “Everything should be perfect. Why am I already failing? Why haven’t I done all these things in my life audit? I’ve wasted my life. Like, now I’m behind and I have to really like catch up,” that’s a lot of pressure. That’s a lot of, like, emotional pressure to put on yourself. And that means that anytime there’s any kind of setback, with that mindset it’s going to be a lot harder to overcome those setbacks.

So, really, if you can do the opposite, if you can bring a spirit of openness, of curiosity, of, “Why haven’t I pursued that? Oh, that’s interesting. What might have been in the way at the time? Okay, what has changed in my life that maybe now is the right time to pursue this? Why is this getting harder? Maybe I need somebody else in my life supporting me, or maybe there’s a set of skills that I realize I don’t have in order to pursue this.”

But, really, coming in with openness, with curiosity, and a spirit of adventure, of like, “Okay, we’re going to try this, and we’re going to learn some things along the way, and not everything is going to work out, and that’s okay, because we’re trying, and we are still making progress toward living a life that is more aligned with our values,” I think that can be so much more productive and fruitful, and, frankly, more fun. And when things are more fun, we tend to stick with them.

Pete Mockaitis
That’s great. Well, Ximena, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Ximena Vengoechea
I think just thinking about this as really an opportunity to get to know yourself and to carve out some time for yourself, again, I think we don’t really have many nudges to do this, so if you’ve been on the fence about, you know, or feeling a little bit off, then I would say just like consider this your nudge to dive deep and go for some self-discovery.

Pete Mockaitis
All right. Now, could you share a favorite study, or experiment, or bit of research?

Ximena Vengoechea
I’m always interested having my career in user research. One of the things that always comes up is how often participants have a desire to please you as a researcher, right? It’s like you show them study, you show them something, a prototype, a concept, and there’s such a strong…

Pete Mockaitis
“Oh, it’s really good.”

Ximena Vengoechea
Yeah, and you’re like, “No, this is broken. Like, I know it’s broken. It’s broken in all these ways. It is deeply flawed.” So, that always interests me, like this idea that even with a perfect stranger, there’s a pressure to perform. There’s a pressure to please in some way.

Pete Mockaitis
Yeah. And a favorite book?

Ximena Vengoechea
I just read this book by Natalie Sue, I Hope This Finds You Well, and it is a very funny office workplace novel. It perfectly captures office politics at its finest. It’s very funny. If you work in any kind of corporate setting, in particular, I think you will find it funny and a great main character.

Pete Mockaitis
All right. And a favorite tool?

Ximena Vengoechea
Sharpies, Post-its, and I love a good notebook, like a Moleskine notebook.

Pete Mockaitis
Is Moleskine your preferred brand?

Ximena Vengoechea
I like them, and then there’s also a German brand which I don’t know how to pronounce. I think it’s Leuchtturm. I’m sure that is not the correct pronunciation. But, yeah, both of those brands, I like.

Pete Mockaitis
And a favorite habit?

Ximena Vengoechea
Breaking things down into smaller chunks, but, really, I didn’t mention earlier the fresh start effect. Like, I love that for habits when you start on the first day of the year, or the first day of a new season, or having moved. That’s all, there’s a lot of research around how you can use a fresh start to make habit-building more effective.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Ximena Vengoechea
People really seem to connect with the idea of the life audit as a kind of spring cleaning for the soul, is the phrase that I use, and that’s something that comes up in a lot of conversations of, like, “Yes, that is exactly what this is.”

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Ximena Vengoechea
Yeah, so a great place to start is my website, which is XimenaVengoechea.com, and that is kind of a hub for all ways to connect with me, whether that’s social media or my newsletter, and beyond.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Ximena Vengoechea
I think just checking in with that little voice, you know? I think just making space for it and not ignoring it. I think that’s really the main one.

Pete Mockaitis
Ximena, thanks. This was a lot of fun.

Ximena Vengoechea
Thank you so much. This is great.