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1089: Mastering New Skills and Information Overload through Lean Learning with Pat Flynn

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Pat Flynn shares his strategies on how to escape the trap of endless information—and learn the right way.

You’ll Learn

  1. Why learning less can help you achieve more
  2. How pressure helps you learn better
  3. How to teach others in order to learn faster

About Pat

Pat Flynn is a father, husband, and lifelong learner from San Diego who has built a reputation as one of the most influential voices in digital entrepreneurship.  Through his diverse portfolio of businesses, award-winning podcasts, newsletters, YouTube channels, and thriving online communities, Pat reaches and inspires millions of people each month.  

He is the founder of SPI, an online community for digital entrepreneurs, co-inventor of the SwitchPod, and host of the Deep Pocket Monster YouTube channel as well as founder of Card Party, a large-scale live event for the community of Pokémon collectors. 

Pat also serves as an advisor to dozens of companies and is a sought-after keynote speaker.  In his free time, he enjoys fishing, collecting Pokémon cards, and rewatching the Back to the Future trilogy.

Resources Mentioned

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Pat Flynn Transcript

Pete Mockaitis
Pat, welcome back!

Pat Flynn

Thanks for having me. Excited to be here.

Pete Mockaitis
Well, I’m super excited to dig into the wisdom you’ve got for us in your latest book, Lean Learning: How to Achieve More by Learning Less, which is almost blasphemy here on How to be Awesome at Your Job – learning less. Pat, explain.

Pat Flynn
Yes. Well, it’s about learning the right things, not everything. And here’s what I mean by that. We all grew up, or at least I did, thinking that the more information you knew, the better. Because with more information, you were more powerful, you were more useful, you had more utility, right? And that was the case for such a long time until now, because now we have access to all the information that we could ever need and beyond.

However, we are still fine-tuned to absorb information as if it were scarce, right, as if it were a scarce food source. We see it, we’re like, “Ooh, let’s get that. And get more food and more food,” because it’s a survival sort of mechanism, right?

But now we’re at this buffet line of information. And not only are we stuffing our plates full of everything and everything that we may or may not need, we’re also getting force-fed stuff into our throats from algorithms and other things that believe they know more than we do what we need, and that we’re all seeing that and experiencing that on all these platforms.

So, lean learning is really about learning from the right resources at the right time for the right things, trading just-in-case learning for just-in-time learning, as I like to call it. And it’s how I’ve been able to accomplish a lot of different things across many different fields in such a short period of time.

And I believe that this is where we need to go when it comes to figuring things out, not by trying to figure out literally everything there is to know about something before taking action, but choosing action over information and using that action to actually give us the right direction to move forward.

Pete Mockaitis

Boy, there’s so much there. Thank you, Pat. it’s so funny. Well, when it comes to just-in-time learning, this phrase I’ve been familiar with for some time, and it’s kind of meta, actually, because here you are Pat Flynn on me, Pete Mockaitis’ podcast, talking about lean learning and just-in-time learning.

And, in fact, the most just-in-time learning experience of my life was going to your Pat Flynn podcast tutorial, YouTube playlist, watching a video and then doing exactly what you said. And then watching the next video and doing exactly what you said, it’s like, “Okay, on RSS feed. All right. Let’s see. So, Pat says this. Okay. Let me fiddle. Oh, hey, I got an RSS feed. Okay. Cool.”

And so, literally, step by step, I was learning seconds before doing the thing that I needed to do to achieve the thing I was trying to achieve.

Pat Flynn
Right. Case in point, exactly. And this is the thing about lean learning. It’s figuring out what your next step is, learning about that, trying to fight the urge to learn everything and feeling like a fear of missing out, right? The FOMO really plays a role here with trying to learn everything, because everybody’s talking about all these new things and dah, dah, dah, you don’t want to get left behind.

But, really, it’s about trusting the process and understanding that, when it comes to step two or step five or step 10 down the road, that there will be resources for them when you need them. You don’t need them now, though. And that’s really hard to say no. Saying no is really the strategy for a lot of this stuff.

It’s similar to Elle from “Legally Blonde,” who was played by Reese Witherspoon, who chose and had the discipline to say no to going to the fraternity parties so she could study for the bar exam, so that she could go to Harvard and see her ex-boyfriend there. If you’ve ever seen “Legally Blonde,” you know what that means. If not, you probably have no idea what I’m talking about.

But, anyway, discipline is a part of this as well, honoring what you put on your calendar, honoring the idea that there are resources out there that they’re going to be there for you when you need them, but you don’t need them all right now.

Pete Mockaitis
And it’s really interesting to note that we do have this compulsion toward more information. And I think I noticed this the most during COVID because it’s, like, we all wanted information. It’s, like, there was some uncertainty, which is true whenever you’re doing something new, but there’s uncertainty there, it was high stakes, and we didn’t know what the heck was going on.

But CNN and others were all too happy to continue providing you with whatever they had, any expert from any place, they’ll be there, they’ll be talking. And I think we saw that in terms of, like, the viewership of news was way up during that time. And yet, science will also suggest that hearing about spooky, unpleasant things continuously for hour upon hour upon hour is not great for our productivity or our mental health.

Pat Flynn

No, no, this is why I don’t watch the news. It is meant to hold your attention. It’s a lot of negativity that just kind of like makes you feel like, “Well, okay, the world’s going downhill, so I might as well go along with it,” versus, I try to surround myself, when it comes to inspiration around people and items that are positive.

However, even though that can be great, it can also work against you, too. Yes, there is such a thing called over inspiration, not just an overwhelm of information, but an overwhelm of inspiration. And this is why I, when I sit in the car, this might sound weird, but when I tell you why I do it, it might not sound as weird anymore.

But when I’m in the car, I don’t have anything playing. I don’t have the radio playing. I don’t have any music. I don’t have a podcast playing like I had for years. I always thought that if I had a spare moment in time, I had to insert something new that I had to learn that I may or, again, may not need at that time just so that I was feeling productive. If I wasn’t doing that, I wasn’t setting myself up for success. Automobile university as they call it.

Now I keep it silent because it gives me what I like to reference as shower time. If you know shower time and you have shower thoughts, you know that those are some of the moments in your day where you have the best ideas, you’re able to think, and because there’s nothing else to do in there, you’re taking a shower, so there’s literally nothing else to do.

So, I like to have “shower thoughts” in my car, and it gives me time to decompress. It gives me time to go deeper into thought about things that I’m already thinking about versus getting over-inspired by this new, fancy, shiny thing that everybody else is talking about. We don’t have that time anymore because everything is being filled in with extra small more endorphin-related things.

So, that has been a key as well to allow yourself to go deeper by saying no to these other things even though they are not necessarily all negative.

Pete Mockaitis

Understood. So, it’s kind of like the trade-off or opportunity cost is present there such that we may well be better served in some minutes, having some silence, some processing, some synthesizing, some creative, “Aha! Eureka!” moments, as opposed to more information because we may very well have plenty already.

Pat Flynn
Correct. Yes, exactly.

Pete Mockaitis
And I was going to ask, you almost already answered that. I think sometimes we’re learning not necessarily for the purpose of taking action or implementing, but we’re learning because learning is, in and of itself, fun, interesting, enjoyable.

Pat Flynn
It feels good. It feels like you’re making progress, too. If you’re reading a book and the book is about a topic you’re interested in, oftentimes, it feels like you’re already making progress even though you’re just absorbing information.

But what often happens after you finish that book? You forget most of it and you maybe not ever take any action on it. Versus, what if you read a book like this? You read a chapter on taking the next step and then you just put the book down and took the next step, right? And then what?

Pete Mockaitis
Well, yeah, and I think what you’ve already done here is we’ve accomplished a real good, a thing to be aware of, it’s like, “Wait a second. Am I…? What am I doing here?” I think just, like, triggering that awareness, that mindfulness, that presence of, “What am I doing here?” is very powerful.

Pat Flynn
Yeah, one of the chapters in the book is called “Un-automate Everything.” We’ve automated too much. I mean, similar to, like, if you automate all the subscriptions that you have from Netflix to whatever, you’re going to realize that you’re spending $400 a month on stuff you don’t even use anymore.

Same thing happens with where we put our time. We’re automating, “Oh, yeah, sure. I’ll just listen to a podcast because I’m in the car now. Just because that’s what I always do.” But you’re not realizing the “cost” of that, if you will. We are automating a lot of things that we should be thinking about.

So, what I like to do is just kind of declare bankruptcy on where our time goes and start over, and then start only placing things into your life that you want to learn about, that are only related to the things that are right there in front of you, that you want to learn about.

Knowing, again, that you can always go later, creating compartments of time to focus and learn and go deeper into those things, realizing that, okay, you’re going to reach that endpoint to then be able to make a decision whether or not you want to continue or not. I mean, probably the first example of this in my entrepreneurial career was how I wrote my first study guide for my architecture website.

I didn’t know everything about writing and publishing a study guide. In fact, in doing the research on figuring it out, all that stuff, I got overwhelmed. And that’s what most people do. It’s, “Yes, I want to start a business. Let me think of all the things I need to do now from incorporation to marketing, to content creation, to social media. Oh, my gosh, I’m overwhelmed. I’m not going to do anything.”

So, when I wrote my book, I knew that I’d, at least, have to have something written. So, besides the design of it, the formatting of it, the marketing of it, the how I was going to even technically sell it, I put that all aside for what I knew the first step was, which was to just get everything onto paper or, at least, in that sense, Microsoft Word is where I wrote that.

And then 77 pages later, a couple weeks later, I had something, something that I didn’t have before. And then I was more motivated than ever to keep going because I was making progress. I needed to know now how to take this thing that was just a long essay-looking thing into a format that was usable with blank spaces to write in and workbooks and all this kind of stuff. Great.

I found a YouTube video at the time that showed me how to format a Word document to have it be horizontal and some more landscape, if you will, and look nice. So that’s what I did. It took a day and that’s it. So now I had the final product, the PDF file. I was like, “Okay, cool. Now I need to sell this.” I’ve never sold anything online before. I had a website, but I never sold anything. I didn’t know how to do this.

A question that is a guiding question in the book that I always ask myself, and I recommend people to ask when trying something new is, “If this were easy, what would it look like?” That question comes from Tim Ferriss and it’s guided me so much and it guided me back then. And I found, from a person who had already sold stuff before online, the answer.

It was a tool called E-Junkie, which doesn’t exist anymore, but there’s a lot of tools that are similar now where you can upload a product, get a button in exchange and put it on your website so that when a person clicks on that button, they pay and that thing gets sent to them automatically. I set that up in half a day. I was much further ahead by taking it piece by piece and learning as I was going.

And, finally, then I was like, “Okay, now I need to learn how to write a sales page because I need to convince people who are on my website to click that button and buy my study guide about this architecture exam I was selling.”

I’d never written for copy before. I never figured out how to try to convince somebody to buy something based on words I was saying. There were entire schools dedicated to copywriting. My first inclination was to go to one of those, but $18,000, no, I don’t have the time and/or money to do that.

It’s funny how we often think that, in order to do a business, for example, you have to go to business school and you have to do all these big things that cost a lot of money. But again, if this were easy, what would it look like? I was recommended a book by a friend of mine called Moonlighting on the Internet by a guy named Yanik Silver.

And he said, “Pat, you don’t even need to read the book.” And I said, “Then, why am I buying it?” “Well, there is an appendix in the back of the book. It’s a Mad Libs-style sales page. You can just put your product in there. You can put your benefits and the features of your product, and you’d have it.”

That was the sales page I used, from that book, literally Mad Libs-style, that I used for seven years that helped me earn over a million dollars off of that e-book. And, again, not from learning everything and outthinking myself, but by taking it one step at a time and learning from the right resources at the right time from the right people.

Pete Mockaitis
Yeah, now that’s really cool. So that question, “If this were easy, what would it look like?” is a useful question because it shifts your brain from wherever you were, “Let’s go to copywriting school,” into imagining the easy things. And, sure enough, “Oh, I guess, when you go down that road, you discover, oh, there is a resource, there is a tool, there is a person, there is a something, that has already done a lot of the hard work for me, and I can just piggyback off that goodness.”

Pat Flynn
Yeah, they’ve already made the mistakes that I would have made if I had just gone down this path myself. They have mentorship opportunities to help me get it right. They have podcast episodes, whatever it might be, right? You can find those resources when you need them, because they are there. They’re everywhere.

Pete Mockaitis
And I want to clear up a little bit. I think if, tell me what’s your take on this one, Pat. If we know full well, “I am learning something for the purpose of my own entertainment. And I know that this is not productive and this is an alternative to playing, playing a game of Pokemon, or this is an alternative to watching a Netflix TV series. What I’m doing is…”

Let’s see, I just discovered a new YouTube channel, Kurzgesagt, in German. So, the word is German, it just means, like, “in short.” And it’s just like, it’s been over a thousand hours making these animations, explaining stuff. I was like, “Wow, where has this been on my life? This is so fascinating.”

And so, if you know, “I am learning as a form of entertainment, and that’s what I’m doing. I’m not entertaining any delusion that this is a productive means of driving forward achievement of some objective or goal is,” is your take is, like, “Yeah, that’s cool. As long as you know what you’re doing”? Or, is your take, “Oh, no, no, that’s still working against us”?

Pat Flynn
I say have fun with it. Have fun with it. Enjoy it. In fact, there’s an exercise in the book that helps you understand which parts of your life you are putting your time into, whether it be something vocational or something hobby-like or maybe a waste of time. It’s called the inspiration matrix to see where, in fact, you’re putting your time in.

For most entrepreneurs at least, who I speak to, they have zero things in the hobby box. They are not putting any time into things outside of their work because they’re so entrepreneurial and career- focused, where it’s very important to have other things and hobbies. For example, for me, it’s fishing.

And for me, fishing is an escape. It’s to get back in nature. It’s a way to remove myself from all the entrepreneurial stuff and the emails and all the things I need to do, and the meetings. And it just gives me breath. It gives me space so that I can go back into it even better. And I love that. And I’m learning about that. I’m obsessed with learning about fishing.

But it’s far enough removed from my entrepreneurial stuff that it’s not going to get in the way of, “Oh, I should do this over here instead,” and kind of derail the plans that I initially had or the tiny experiments that I’m working on right now, right?

However, that being said, I still use lean learning in my fishing. In fact, I want to be efficient in my fishing because I only get to go maybe three or four times a month, and I want to make sure that I’m maximizing my opportunities when I cast that bait. In fact, I use a strategy that I talk about in the book called force function to recently learn something in fishing.

So, there is a particular fishing lure called a jig. It’s a large hook with some like skirt-like material on it and you kind of move it up and down. And it’s a very hard bait to fish because it often, just, it’s hard to utilize and you can go hours without getting a bite. But when you do, typically, you can catch bigger fish and it’s just much more fun when you do, when you get a strike because you kind of like really, really set the hook, but it’s difficult.

So, I remember for the longest time, I always wanted to catch a fish with a jig, and I would cast a jig on and cast it out there and get nothing for like 20 minutes, and I go, “Yep, see? I’m not good at this. So, I’m going to put it away and go back to my old reliable drop shot rig, which I’m way more confident in,” and I’ll get fish. And I’ll say to myself, “Yep, I’m not a jig fisherman. I’m never going to be good at it.”

But one day, because I, again, really wanted to learn how to do it, I went out on the boat and I brought nothing except jigs. There was literally nothing, no other kind of fishing that I could do other than jig fishing. So, started the day, went 20 minutes like I normally do, and started to question the whole thing, “Oh, my gosh, I’m terrible at this. I’m never going to get a bite on a jig. I’m going to go cast something else. Oh, wait, I can’t cast something else.”

“I’m forced to just fish with this. What am I going to do, go home? No, I’m out fishing, like a good day of fishing. Even if I don’t catch anything, it’s still a good day of fishing.” Hours go by, I get nothing. And then, finally, in the afternoon around 3:00 p.m., I finally get a bite. I didn’t land it, but I felt something on the other end, and I knew it was a fish.

And by the end of the day, I ended up getting two fish, and now that’s my go-to bait because I forced myself to do it. And that’s a lean learning strategy because we often will walk away from those things that are a lot harder, things that we’ve never done before, just to go back to our comfort zone. But sometimes you need to get forced to do those things and add a little bit more pressure to get the results you want.

Pete Mockaitis

Well, Pat, let’s dig into some of these, the top tools and strategies that folks are finding most transformational inside your lean learning philosophy. Lay them on us, what do you think has been the most powerful for folks?

Pat Flynn
Yeah, so force function is definitely a big one. We’ll just kind of continue that conversation. Now, if you’re not fishing, maybe you want to, for example, learn a language. That reminds me of an episode of a show that Tim Ferriss did back in the day. It was on Apple TV, but it’s no longer in existence.

He did a show where he was trying to quick-learn certain things. And in order for him to learn how to speak Tagalog, which is the Filipino language, or the main Filipino language, there’s many dialects, but he ended up booking an interview with a Filipino news channel that was going to be conducted in Tagalog.

And he had a certain amount of time to just learn how to get it done because that date was coming, right? And that’s a great force function. Having a publisher tell you that, “You have a due date for your manuscript” is a great force function to have you get up and start writing.

Having a presentation at a certain date in front of a crowd at a conference is a great force function to help you learn how to become a better public speaker because you’re going to, there’s only a limited amount of time to tell yourself, “No, I can do it later. I can do it later.” No, you can’t. You have to do it now, right? So, that worked really well.

Another method of speed-running skill acquisition that I love is called micro mastery. It’s taking this big thing that you have that you’re doing and finding small little components of it that you can get better at that you can then stack on top of new things that you focus on for limited periods of time.

Going back to public speaking, a great way that I learned to become a public speaker was not just getting booked on a stage, but it was actually micro mastery, where I’d go into different presentations really hyper-focusing on one thing that I wanted to do better than anybody else and better than I’ve ever done before.

There’s a million things to do with public speaking to get good as a professional speaker from how you open, how you project your voice, where you stand on stage, what do you do with your hands, what do you put on the slides, how do you end, how do you pause, like all those things. There are so many.

But by focusing on, for example, just, “How do you start? What are the first words that come out of your mouth?” Let’s watch a hundred different TED Talks, but let’s just watch the first 30 seconds of each of them to see which ones have the best opening and how I can kind of learn from that.

Let me get training from other public speakers on how to open a show or open a presentation like that. And you can micro master that and, therefore, every future presentation you do, you’re going to have that skill. I got to the point where I was micro mastering what I do with my hands.

I was watching TED Talks and just watching people, “What do they do with their hands?” And they make these big grandiose gestures in moments that have big points to be made. And sometimes they go really small and kind of bring their hands closer to their body when they’re being more vulnerable. These are things that I learned only by absorbing and learning in a hyper-focused fashion, maybe two weeks at a time.

It reminds me of my buddy who is an ultra marathon runner. I called him up one day and I was like, “Hey, what are you doing?” And he’s like, “Well, I got a camera crew over at my house.” The ultra marathons are crazy. He runs like 15 miles a day just for fun. I think he’s crazy. But these marathons that he runs are like 50 miles or more.

And he had a camera crew at his house who had one of those super-duper slow-motion cameras who was filming the contact of his heel to the ground. He wanted a slow-motion footage of what his foot was doing to grab the angle of attack and all these other words he was throwing at me to, like, just get incrementally better at how he hits his heel on the ground when he’s running.

But when you think about it, it’s like, “Okay, well, that’s just like one moment in time,” but across 50,000 steps, I mean, that adds up to huge differences over time because he’s, again, a high performer and a high-caliber runner. He wants every little advantage that he could get. And so, he spent about two weeks focusing with, like, physics people. Again, it was way beyond what my understanding of all this stuff.

But he found the right angle of attack and the right way to run so that he could save a little bit more breath and time, and dah, dah, dah, so that he could just get seconds back over the course of many, many miles.

And that’s just a cool demonstration of just, like, what happens when you take a small moment in time, focus on something, a little micro thing inside of the thing that you’re doing that’s much bigger, and that then becomes a part of you so that you can kind of become a master at it over time by continually stacking those skills.

To finish up, we can go the opposite direction. I like that, instead of thinking about the micro, we can think about going bigger. And a lot of times, going bigger is very scary, but you can go bigger just for a small period of time to get really, really big results that will last a lot longer. And this takes me back to when I used to row. I used to row at Cal where I went to school and I was on the lightweight rowing team on crew.

And one thing that you do when you’re in a race to get ahead of the other boats is, yeah, you could just kind of run your race and kind of just pull fast as you can. But in order to kind of sprint ahead of a boat next to you, you implement what’s called a power 10. And that means the coxswain will offer the command, the coxswain sort of the small person on the boat that kind of commands the rowers.

And he’ll say, “Okay, power 10 in three strokes, two strokes, one stroke. Go!” And for 10 strokes, and just 10 strokes alone, the rowers on the boat will give it their all. Just 10 strokes. Somehow you find extra energy to offer. For just 10 strokes, it’s not forever. If you were to go hardcore all out for the rest of the race, you’d pass out, right? It’s too much.

But if you kind of just coasted and just kind of merrily went along, you would be beaten. So, in order to get ahead, you, every once in a while, offer a power 10. And in your life and in your learning, whatever it is you’re doing, you can do a power 10 of sorts.

If you’re podcaster, for example, like you and I are, Pete, a power 10 metaphor, or example, would be like, “Okay, well, I publish a podcast every single week. However, this one week in September, I’m going to call it marketing week. We’re going to have a podcast every single day of that week. And we’re going to promote it. We’re going to hype it out. It’s going to take a lot of extra work.”

“It’s going to be a lot of extra energy, but just for a period of time to get better results because we’re going to have more people listening, more people downloading. We’re going to create a whole event around it. We’re going to have a special guest. They’re going to promote it. All this stuff happens. And now we can see bigger results because we’ve inserted additional effort and pressure for a limited amount of time.”

Think about a hackathon. When coders go into a hackathon, again, it’s like, “Okay, 24 hours, you’re going to code something new that you’ve never coded before. Great. Go, get the Red Bulls, the Monster drinks, the pizza. You’re up for 24 hours.”

And that’s how a lot of the coolest, different pieces of software have been built because they focused on it for a short period of time, additional pressure, additional focus for a period of time. And then you go to sleep for two days to make up for it. But this is how you can get ahead much faster.

Pete Mockaitis

Oh, so much good stuff there. And I’m thinking that the force function can even feel sort of low stakes. It’s, like, you’ve got a gym buddy, like they’re going to be at the gym, and so it’s not the end of the world if you don’t show up but there’s a human being, you know, a friend is like, “Dude, so I’m here and you’re not. What the heck?”

Or, just sort of any kind of accountability, a regular meeting with another human factor, there’s some forcing goodness there. And I love that example of the of the feet hitting the ground for the runner because, as you’re trying to think about, “Well, huh? Well, if I’m being lean with my learning, what’s really, really worth learning? Oh, maybe it is things that are done thousands of times over.”

We’ve had guests talk about how transformative improving your typing speed is for the professional because you do a lot of typing, and so that’s the case. Or, talk about the coders, sometimes they’ll go deep into creating a tool which will save them, “Oh, this will save me, like, three minutes a day, times hundreds of days, oh, that’s worth a few hours making that tool. That’s going to pay off rather handsomely.”

Pat Flynn
Yeah. We tend to think of getting better as just like doing the thing over and over again. And, yeah, you can get a little better by doing it over and over again, but think about the way that a band conductor makes their song better in the band. They don’t just play the same song a hundred thousand times to get better. They stop when something goes wrong, and they go, “Okay, trombones, that run that you just did there sound a little mushy. Okay, trombones, just the trombones, play those eight measures. Go.”

They hear it, and go, “Okay, we need to do this one at a time.” Again, breaking it down, “Okay, Jimmy, you play a run until you get it right. Okay, good. Now, Max. Now, Janine. And then now let’s all do it together. And now we can move past that because we micro mastered that. We can move past it now and work on the next part that might need help or the next part that might need to improve.”

Such a perfect way to start improving and it’s not by just doing it over and over and over again. It’s finding the one little thing that needs help, mastering that and, over time, those things can add up.

Pete Mockaitis
There’s also a forcing function built in there because if all the band members are aware that this could happen to them, they’re going to want to bring their A-game so that they’re not zeroed in on and embarrassed in front of everybody.

Pat Flynn
Yes. Additional pressure is required. Yet, most of us want to live in this little comfort zone where nothing ever happens. So, finding additional pressure works. You were talking about physical fitness and having a gym partner. I have a trainer. His name is Jeff. He lives in Columbus, Ohio. I live in San Diego. He’s going to call me on FaceTime at 7:30 p.m. this evening. Whether I’m in my garage or not, I’m to be ready for it because that call is coming.

And that alone is enough for me to go, “Okay, I’ll put my shoes on. Let’s go.” And then I do it. And then when I’m in it, I’m fine. But I just need that encouragement and knowing he’s going to show up there for me, which is what I pay him to do, is great.

Pete Mockaitis
And I’d love to hear your take, as folks who are jazzed about your lean learning approach and start going down this pathway, are there any mistakes or watchouts or pro tips you’d offer to folks?

Pat Flynn
Yeah, I mean, probably the biggest pro tip is you can’t do this alone. We were just talking about the importance of other people, but even finding other colleagues who are going through it with you, not necessarily a mentor or even accountability partner, but just other people who are doing it with you so that you can kind of inspire and feed off of each other’s energy. Those things are important. You speak the same language, right?

And then, of course, if you can, finding a mentor or a person who can take you under their wing or, at least, show you the ropes. Whether you have to pay for that or not, it is definitely worth it because they’ve gone down those paths before.

Another big mistake is this, again, this idea of, because we’re so socially connected, it’s very easy to see a lot of things in front of you that may be interesting, desirable, you know, bright, shiny objects, right? The draw is, well, we want to see that because everybody else is talking about it. It’s just human nature, so we can’t feel bad about that but we have to learn how to deal with it, the FOMO, the fear of missing out.

For a while, there was a tactic called JOMO, to battle this joy of missing out, which I think is just false. You kind of just kid yourself when you say, “Yeah, I’m happy that everybody’s talking about that and looking at that, but I’m not.” That’s just not real. The answer, however, is close to JOMO. It’s J-O-O-O, which is joy of opting out.

It is you saying to yourself, “I see that, I acknowledge it, and I choose not to spend time there because I’m going to recommit to the things I’ve already said yes to.” The joy of opting out. That is a proud recommitment that you’re making. The sort of plus one here is that you’re still going to go, “Yeah, that’s there, and I may need it.”

So, here’s the trick. You can put it away for later. Find a Notion folder or an Evernote folder or just a For Later folder of sorts and put it in there. And I guarantee you, 99% of the time, you’re never going to go back to those things. It’s just a mechanism for you to move forward from it. And what’s funny is, by the time you probably, if you do need those things, there’ll be another better, more relevant, and more recent resource for it.

Pete Mockaitis
Yeah, that reminds me of when you’re decluttering, you know, getting rid of stuff, like, “Oh, but I’ve got fond memories of this thing. And then maybe someday it could be useful.” I think my wife taught me this trick, it’s like, “Well, if you have good memories of it, you can take a picture of it on your phone and then you can look at the picture of it and enjoy those memories, and then get it out of the house.”

Pat Flynn
Yeah, the same memories. Yeah, I mean, that one’s a hard one for me as a collector at heart, a collector of Pokemon cards, it’s hard. It’s like, “Well, I kind of like this card. I’m going to keep it even though I should probably sell it, whatever.” But, yeah, if this sparks a joy, right, that’s the other sort of filter. And those filters are great. I think filters are really important. And again, the whole point is just be conscious about where you’re putting your time and effort, not just go through life in automation mode.

The other thing I’ll say is teaching. Teaching is a great way to learn. I had a friend of mine who lived in Hawaii, and he was wanting to learn how to play the ukulele. And, of course, Hawaii is the place to learn how to play the ukulele, right? So, we hired this really like grandmaster ukulele player who, after first few lessons, you know, he taught him a few chords to get started with.

And then the teacher told him, “Okay, now you teach it to your son.” His son was like 10 years old. And my friend was like, “Wait, no, I’m not qualified to teach. I just know like three chords. First of all, you’re the teacher, you’re supposed to teach me. You want me to teach my son?” And he’s like, “Yeah, because when you teach your son, you’re going to have to figure out a way to explain it that you will never forget.”

And he was like, “Oh, okay.” So, he taught his son and he learned these chords and was showing him how to play these chords and was explaining it in a way that a 10th grader or a 10-year-old could understand. And then, therefore, it was absorbed into his mind and he would never forget those chords, and he could move on to the next lesson from there.

You learn so much by teaching. It’s kind of meta because, even writing the book Lean Learning forced me to distill the way that I learn and approach things in a way that was more easily digestible for people who could pick up the book and read it and/or listen to it.

So, I actually learned even more about creating vocabulary around this, about finding the frameworks that would be memorable, which made it even easier for me to begin to understand them, which made it easier for me to now, again, talk about them in a podcast like this one. So, you don’t have to be the expert to teach.

In fact, many people would rather learn from somebody who’s just gone through a process versus the person who’s spent 40 years removed from the front lines of that thing and they’re now at a podium at some university speaking through many people versus being in it themselves. So teaching is a great, great way to learn.

Pete Mockaitis
Beautiful. All right. Well, now let’s hear about some of your favorite things super quick. Can you give us a favorite quote, Pat?

Pat Flynn
There’s a few quotes that come to mind, “You can have everything in life you want, so long as you help other people get what they want.” It’s a Zig Ziglar quote. My son rolls his eyes because I say it so often when he hears me say that, but he knows it, and he sees it come true. So that’s one.

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

Pat Flynn
There was some research out of, I believe it was Ohio State University, I wrote about this in my book. There’s a lot of controversy around the idea of sharing your goals. And there was a study done a long time ago about the idea that, “Well, you know, if you share your goals publicly, you’re actually less likely to achieve them.”

And I think Derek Sivers from CD Baby was the first one to talk about this really publicly in a TED Talk a while back. He said, “If you speak your goals out loud in a social setting, like on social media, you are less likely to accomplish them.”

And the reason is because you are already getting those feelings as if you did accomplish them. People are saying, “Yeah, you got this. Good job. You can do it. I know you can do it.” You start to already feel good about it before you even take the first action. However, I think, in 2014, there was a secondary follow-up to this study that said, “No, that’s actually not true. It just depends on who you share your goals with.”

Yes, if you share your goals publicly to people who you don’t even really know or care about, you care about your audience, but you don’t really care about them from heart to heart, well, then, yeah, that’s true. You’re not going to achieve your goals because you’re getting those feelings.

However, if you were to share your goal to a mentor, to somebody who is a teacher, or who is going to be keeping an eye on you, accountability partner, but especially a mentor, you are many, many more times likely to do it because you don’t want to that person down.

There’s a loss aversion that happens. You don’t want to let your mentor down who you said you were going to do something for. And that study was really interesting because it kind of is the right sort of happy medium between sharing your stuff publicly but also not sharing it at all. Sharing it with a mentor or trusted person who you care deeply about.

Pete Mockaitis
All right. And a favorite book?

Pat Flynn
Favorite book, as of late, would be Buy Back Your Time, Dan Martell. And there’s another good book that’s not out at the time of this recording, but maybe by the time this is published, maybe not. September 2nd is the release date. My good friend Chris Ducker is about to publish a book called The Long-Haul Leader.

And it does speak to this idea of, you know, instead of optimizing for scale and for rapid growth and all these things that we kind of grew up kind of trying to be, especially an entrepreneur with the hustle culture and faster and sacrifice everything for all these things, it’s more about the idea of optimizing for peace, for longevity, for both mental and physical health.

Pete Mockaitis
All right. And a favorite tool?

Pat Flynn
Favorite tool, Poppy AI. I do use AI as a tool to help me get to the point of service to my audience faster. I never copy and paste from AI or just tell it to do something for me. However, I do use it to help me with my research.

If I have a lot of inputs and I need to understand these inputs much faster, I can go through Poppy AI to bring YouTube videos, social posts, other comment sections into one place and then start to analyze them in a more visual way. Other tools can do and accomplish those same things, but Poppy AI has been out of this world and has saved me so many hours of time.

Pete Mockaitis
All right. And a favorite habit?

Pat Flynn
Favorite habit is, before I buy something, I ask myself, “How would I feel if I bought this tomorrow?” That’s been fun. It helps. I’ve probably saved a lot of money, but also felt better about the purchases I make as a result of that filter.

Pete Mockaitis
Yeah, it’s like, “Will I be disappointed if I didn’t have it yet?” versus, “Probably fine. Maybe let’s just find out.”

Pat Flynn
Yeah.

Pete Mockaitis
And is there a key nugget you’re known for, a Pat Flynn original quote?

Pat Flynn
“I would much rather live a life full of ‘Oh, wells’ than a life full of ‘What ifs.’”

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

Pat Flynn
SmartPassiveIncome.com or, of course, my book Lean Learning, available wherever books are sold – Amazon, Barnes & Noble, etc. And I’m at @PatFlynn on social media.

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

Pat Flynn
What’s the one thing you could say no to right now that would help you get better at your job?

Pete Mockaitis
All right. Pat, thank you.

Pat Flynn
Thank you so much for this.

1037: A Better Approach to Chasing Goals: Tiny Experiments with Anne-Laure Le Cunff

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Anne-Laure Le Cunff explains the problem with how we approach goals—and why experimenting is key to fulfillment.

You’ll Learn

  1. The two approaches to setting goals
  2. The fallacy that leads to regret
  3. How to handle frustrations and disappointments

About Anne-Laure 

Anne-Laure Le Cunff is a former Googler who decided to go back to university to pursue a PhD in neuroscience. As the founder of Ness Labs and the author of its widely read newsletter, she is the foremost expert on mindful productivity and systematic curiosity. She writes about evidence-based ways for people to navigate uncertainty and make the most of their minds. She lives in London, where she continues to research and teach people how to apply scientific insights to real-world challenges.

Resources Mentioned

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Anne-Laure Le Cunff Interview Transcript

Pete Mockaitis
Anne-Laure, welcome.

Anne-Laure Le Cunff
Thanks for having me.

Pete Mockaitis
Well, I’m excited to dig into your wisdom associated with Tiny Experiments. You do a lot of research and put together these tools in a practical, applicable way, which is kind of what we’re into. Can you tell us any super surprising and fascinating discoveries you made as you were doing the research and putting this stuff together?

Anne-Laure Le Cunff
To me, the most surprising thing was how many of the decisions we make at work or in life, in general, are actually following automated scripts that we kind of copy-paste from other people, and a lot of them are useful. You don’t want to overthink every single decision, and sometimes someone has done the thing you want to do in a way that makes sense for you to just copy, right? But a lot of these copy-pasting that are happening are happening subconsciously. So, that was interesting to me to just notice the number of decisions we make that are not truly our own decisions.

Pete Mockaitis
Okay. So, they just come from whatever is around us, huh?

Anne-Laure Le Cunff
Exactly. We’re social creatures and we learn from observing others, which, again, is not necessarily a bad thing, but it is actually worth it taking sometimes a second, especially for big decisions, asking yourself, “Where is this choice coming from? And am I making this choice based on what I actually want to do and explore and achieve with this particular project or area of my life? Or, am I just automatically copy-pasting what someone else has been doing?”

Pete Mockaitis
Okay, good to know. And can you tell us, in terms of the folks you’ve worked with doing these tiny experiments, any really cool or especially inspiring stories that leap to mind of folks who did the stuff and saw cool results?

Anne-Laure Le Cunff
Yes, a lot of people I worked with start experimenting in their jobs, and, for me, the most amazing thing is when they manage to get other people around them, their colleagues, to experiment with them. And so, I’ve seen people now who literally run tiny experiments together as a team, and every month they have a one-hour meeting where they catch up and they say, “Okay, what is the thing you’ve been trying this month? What did you learn? What can we learn as a team?”

And because of that, it’s also created this psychological safety, where it’s completely okay to start something new and say, “I’m just running an experiment. I don’t know where this is going. I’ll report back in one month and we’ll see what happens.”

Pete Mockaitis
Cool. Okay. So, then the subtitle of the book, Tiny Experiments: How to Live Freely in a Goal-Obsessed World. So, could you paint that contrast or distinction for us, the experiments versus goal obsession? And what’s kind of like the vibe or the feel of these two different worlds?

Anne-Laure Le Cunff
Yes, I think visualizing it is helpful to understand the difference between kind of the status quo in terms of how we approach our ambitions and the alternative that I describe in the book. So, the mental model we tend to use when you talk about success at work and in life in general is the mental model of a ladder, in the sense that you have a series of steps you’re supposed to go through in a specific order, and when you’re done with a specific level, you can go on to the next level.

It’s a little bit like this very linear video game where you just collect all of the points and the artifacts and then you’re allowed to go on to the next level. And this kind of assumes that you already know where you want to go, that you have this very specific outcome, this very binary definition of success, whether you get there, yes, success, or you don’t get there and that’s failure.

The alternative to this linear model is a more circular model, a loop, cycles of experimentation. And so, that’s why I contrast the linear goal-setting approach to the experimental goal-setting approach. And in that case, instead of focusing on this very specific outcome that you want to achieve, you think like a scientist. You start from more of a hypothesis, a research question, and you ask yourself, “What might happen if I tried this thing, this particular action, this particular way of approaching a challenge?” You collect data, and based on that data you make decisions.

And what’s great is that in a world that keeps on changing, that’s fairly uncertain, you’re not clinging to that illusion that you know what the world is going to look like in three, four, or five years. You can just trust yourself that if you keep on iterating, collecting data, and experimenting, you’re going to grow, you’re going to learn, and you’re going to evolve with the world.

Pete Mockaitis
Okay. Well, could you give us an example of a specific domain in which we may often tend to approach in a goal ladder way? And then what that looks like in practice in the alternative tiny experiment way?

Anne-Laure Le Cunff
I’ll take social media. I think this is something we’re all using, and whether you’re using it at a personal level or at work, maybe. This is something we’re all familiar with. So, the linear approach to growing an audience on social media would be, “I’m going to get to 10,000 followers by the end of the year.” That’s the linear approach. You have a specific end goal and you’re going to work really hard to get there.

The experimental approach is to say, “I’m going to post twice a day until the end of the year, and then I’m going to see where we’re at, at the end of the year. I’m going to look at where we’re at, what worked and what didn’t, and based on that, for my next cycle of experimentation, I’m going to tweak, I’m going to iterate and improve my process.”

And, again, you might not necessarily hit those 10,000 followers by the end of the year, but that’s the same as with the linear goal, actually. So, that hasn’t changed, but it’s your approach, your mindset that has completely changed. One of them is a lot more experimental and not focused on the outcome, but more focused on the process.

Pete Mockaitis
Okay, understood. And so then, could you share with us a cool story of this in action, in terms of someone really did see some amazingness unfold when they did it this way?

Anne-Laure Le Cunff
I think one of my favorite examples is someone in the Ness Labs community that decided to, they wanted to grow their professional network, and that’s something that can feel quite fuzzy, right? How do you grow your professional network? And a lot of people might end up attending. We’ve all been at those work events or conferences where we’re not quite sure what we’re doing here.

And so, what he did is that he designed an experiment where he said that, “For the next three months, every Monday, I’m going to reach out to someone on LinkedIn, someone whose work I admire, someone I heard on a podcast, or maybe I read their newsletter, or I saw something interesting they were working on, and I’ll just say, ‘Hello, and can we grab a virtual coffee?’ and that’s it.’”

And so, the great thing again is that you’re not trying to get to a specific outcome. The only kind of like measure of success is, “Are you doing the thing or not?” And so, every Monday, he sent that cold message on LinkedIn and he had a little tracker for it, tracking yes or no, and he ended up connecting with a lot of people. Some of them became collaborators, working on projects. And so, that was a project, a tiny experiment that happened in the past six months.

And so, long term, I don’t necessarily know what’s going to happen with that particular experiment, but I can already imagine that this is going to lead to a lot of interesting work. And it will also create a bit of a safety net for this person where, even if things end up not really working out with their current job, they’ll have now a stronger, better professional network they can reach out to you in case they want to actually start and do something else.

Pete Mockaitis
That’s cool. And I like that as I’m imagining just sort of the mental, emotional, I don’t know, groove, vibe feeling of approaching the tiny experiment mindset. It’s a lot more pleasant in terms of, if it were a linear metric, gold, obsessed kind of a situation, like, “Ugh, I’m not getting enough meetings on the calendar. Aargh, what’s wrong?” you know?

As opposed to, if it’s a tiny experiment, it makes it more like a game, it’s just, “Oh, this is kind of fun. Oh, let’s see what happened. Oh, it’s time to check in on my LinkedIn account. Did it have any cool responses?” And then just that whole energy is more pleasant. And along the way, I imagine, in my own experience, that results in more creative, flexible, smart ideas along the way, as opposed to when you’re just like mad and frustrated it’s not working the way it’s supposed to.

Anne-Laure Le Cunff
Yes, absolutely. Because when you’re experimenting in this way, also whenever you see that, I don’t know, maybe it’s been two weeks in a row, and you didn’t get a lot of replies, what a scientist does when they’re faced with unexpected results, they don’t say, “Shame, I’m such a bad scientist. I’m terrible. I’m a failure,” right? They just look at the results and they ask themselves, “Huh, that’s interesting. What’s going on here? And what might we want to try or explore or experiment with?”

And so, just using again that experiment of reaching out to people, whether on LinkedIn or other social media platforms, you could say, “You know what, this week, actually I’m going to tweak the language a little bit, or maybe I’ll add a little like photo of something that I think is fun or interesting, and I’ll be a little bit more creative with the way I design these outreach messages.” Because again, as you said, you’re not just really trying to get to that specific outcome. You’re just experimenting.

Pete Mockaitis
Okay. Well, you’ve mentioned that we have some harmful beliefs about success. Can you unpack some of those? Like, what are some of the most harmful, why are they harmful, what should we have instead, and how do we just reinstall our belief systems?

Anne-Laure Le Cunff
I think, to me, the most harmful one is thinking that we know where we’re going and what we will want in a few years. And also associated with this, with linear goals also, is the idea that if we get to a specific place, if we achieve a particular milestone, whether it’s a promotion or anything like that, then we’ll be happy. It’s this “if, then” feeling of, “If I achieve this, then I’ll be happy.”

This is called the arrival fallacy, and a lot of people experience this, where you do get to that place of success where, defined in a traditional sense, and you realize that, “I’m still the same person. My problems are still here, and I’m not necessarily much happier because I’ve achieved this goal.” What a lot of people end up doing when they find themselves in this situation is that, instead of questioning the approach to goals and success, they just figure that, “Oh, it probably wasn’t the right goal,” or, “I’m just going to find another one. I’m going to try and climb to the next rung of the ladder.”

And that’s very harmful because you find yourself on this kind of like treadmill, trying to find what is the next success you’re going to chase in order to finally be happy. And again, and there are studies asking older people about their regrets. A lot of them actually regret having a lot of this, you know, really focusing on this linear path of success in their career instead of exploring it a little bit more.

And so, connected to the first one that I mentioned, this idea that you think you know what you want, whenever you take a step in a direction and you start having more experience, acquiring more skills, connecting with new people, you become a different person. And so, your goals and the direction you want to go in and your ambitions are going to evolve, and that’s a feature, that’s not a bug. So, I think embracing this is actually a lot less harmful than trying to resist it and trying to stick to a fixed plan.

Pete Mockaitis
The arrival fallacy. I don’t think I’ve heard the phrase but I know of the concept and I think it’s so powerful and dangerous in terms of, “If I just,” fill in the blank, you know, “…get the promotion,” “…get married,” “…have a child,” “…earn X dollars, then I’ll be happy. Everything will be fine, and all my problems are solved,” and it’s not true.

It’s funny how we have our doubts. I think it was John Green, who wrote The Fault in Our Stars and some other novels, was on The Hilarious World of Depression podcast, and I thought it was so perfect. He said that he was talking to a wealthy person, and he said, “Boy, if I just owned a whole plane instead of this fractional lease situation.” It’s like, “Oh, man, you’re still in it. You haven’t figured it out yet. That’s not how it works.”

And so, tell us, if folks have their doubts, like, “Okay, easy for you to say. Easy for you to say, Anne-Laure, but I don’t know,” anything that you can share to disabuse folks of their arrival fallacy?

Anne-Laure Le Cunff
Yeah, I still experience it, so I want to clarify that it is really not about completely getting rid of it because it is such a deeply ingrained psychological mechanism that you’re always going to fit. And what’s interesting is that the more you are dissatisfied with your current situation, the more likely you are to cling to that arrival fallacy that if only you had this one thing, everything would be better.

So, what I really recommend is not that you’re trying to get rid of it, but just catching yourself when that happens, noticing that you’re doing that, that you’re really hoping, and that you’re going to be happy only if you achieve that one thing, and then trying to bring yourself back to a more, this is what I call having a more experimental mindset rather than this linear mindset, where we feel like, “If only I can climb and I can get to that next level, I’ll be happy.”

Bringing yourself back to that experimental mindset, reminding yourself that this is just a giant playground for you to try new things. You have no idea what’s going to happen. You actually have no idea what’s going to make you happy. A lot of people discover sources of happiness in their life, not because they had a perfect vision of what that would look like, but because they put themselves in lots of different situations, talked to a lot of people, discovered new perspectives, got outside of their comfort zone and tried these new things, and then they experienced that happiness.

And it’s almost like a surprise, you know, it’s like, “Oh, wow, I love this. I don’t know, I love water skiing,” or, “I love hosting workshops,” or, “I love mentoring,” or, “I love all of these different things.” And there’s no way for you to know if you don’t try different things.

Pete Mockaitis
Yeah, it’s fascinating how what we think we will enjoy or not enjoy is often wildly wrong.

Anne-Laure Le Cunff
Yes.

Pete Mockaitis
I remember one of my all-time favorite consulting projects was working to help out call centers for an insurance company, and I was like, “Wow, that sounds boring. Call centers and insurance. Eugh!” And yet, it was the coolest thing because it’s sort of like, “Oh, wait. The work we’re doing is improving the call center employees’ experience, which is improving the attrition and retention rates, which is improving customer satisfaction, which is improving profitability.”

And it was just like, “Everybody is winning here, and it feels really good. I like this kind of people transformational type stuff more so than what seemed more fun, interesting, and sexy on the front end.”

Anne-Laure Le Cunff
Yes, exactly. And so, I think this is really why, whenever you’re faced with something like this, same as you. If I saw this on paper, I would think that this is the most boring job. And I think that’s why it’s important to really approach those opportunities and saying, like, “I’m not necessarily going to…” If there is a little bit of curiosity, and this is really the compass that I use, right?

If there’s at least a little bit of curiosity, it might be worth saying, “Okay, let me just give it a try. Let me treat that as a time-bound experiment and let’s see what happens.” And again, you kind of start from a hypothesis. And, in that case, your hypothesis might be, “This is going to be so boring. I’m going to hate it.” But this is a hypothesis, “I don’t have certainty. It’s a hypothesis. So, now let’s test the hypothesis.”

And it might be that you were correct, that was really boring, and good. Now you know. Now you have confirmed your hypothesis after running the experiment. Or you might be wrong, and that’s the beautiful thing about having this experimental mindset, is that a scientist, when they’re wrong, they’re actually really happy about it because they learned something new, they feel like, “Oh, I stand corrected. I had this hypothesis, but the data is showing something else, and that’s amazing. I just discovered something new.”

In the case of those personal experiments, that means you discovered something new about yourself, about your work, about the world, and that’s actually pretty cool.

Pete Mockaitis
That reminds me, I think it was an Adam Grant’s book, Think Again, he was talking about interviewing, might have been Daniel Kahneman, or some illustrious, you know, thinker, researcher, who said that he loves it when he’s wrong, which is kind of surprising because most of us think, “Oh, no, I feel embarrassed. You know, oh, I was wrong. I feel dumb and stupid. I should have known better.” And he said, “I love it when I’m wrong. That’s the way I know that I’ve really learned something.” And I think that’s a beautiful reframe right there.

And so, speaking of reframes and good feels, good vibes, you’ve got a section about holistic self-regulation, which sounds handy. So, let’s say we’re in, Anne-Laure, we’re like, “Okay. All right, we’re going to do some experiments. We’re going to see what happens,” and we’re in the midst of them, and yet things aren’t going the way we would like, or prefer, or we’re experiencing some frustrations, disappointments, messes, disasters, whatever, how do we engage in holistic self-regulation?

Anne-Laure Le Cunff
I like to describe it as a little dance. So, the issue a lot of people are kind of like facing, and especially if they’re doers, high-agency people who just want to fix the problem, is that they might just bypass looking at the actual emotion and the response, and just try to find a solution and fix the problem and the source of the disruption.

And what I really recommend doing is just not doing that, not rushing, taking a moment to go through the first step of that little dance, which is to engage with the emotion, to understand the subjective experience. And I recommend a tool that psychologists call “affective labeling.” It’s just a fancy word to really say “naming your emotions.” It just means naming your emotions.

There’s a lot of research showing that, by just taking the time to name your emotion, you’re going to be able to process it much better. So, what’s the emotion? So, as you said, things are not going as planned, right? Is it worry about whatever other consequences there are going to be because this thing is not working? Is it maybe fear of being judged by your peers or your manager, who might be looking and feeling like, “Oh, wow, she didn’t do that very well, or she made a mistake”?

Is it anxiety because you know that you’re supposed to present the result or something like that tomorrow and obviously the data is not what you thought it would be? So, what is the emotion? Affective labeling, naming the emotion, and that’s already going to help you process it. Only once you’ve done this, you can go on to the second step of the little dance, which is dealing with the actual consequences.

And so, basically, you dealt with the emotion at this emotional level, and now you can go at a more like mental cognitive level where you’re dealing with the actual problem. And, again, there’s research showing that you’re going to be able to do that much more effectively if you process the emotions before. So, those are the two steps. The first one is really processing the subjective experience and then dealing with the objective consequences.

Pete Mockaitis
Okay. So, I hear that those are very different processes and thoughts that you’re having, and I could see how you may…well, you tell me, what kind of trouble do we get ourselves into if we kind of do both at the same time or skip to the second part and don’t do any labeling?

Anne-Laure Le Cunff
So, the problem if you just jumped into solving the problem is that you’re not going to realize how your current emotional state is probably going to impact your judgment, and so you’re probably going to make decisions that are driven by those emotions, whether that’s the fear, the anxiety, the worry, and you might, for example, cancel tomorrow’s presentation because you feel like it’s not ready because that’s driven by the fear of being judged or the anxiety or whatever. Or you might make any kind of like rushed choice that you think is rational but is actually driven by the emotion. So, that’s the big risk.

And then the other one is just that, you know, your podcast is called How to Be Awesome at Your Job. If you stay stuck in just processing the emotions, and you don’t deal with the consequences, you’re probably not going to do a great job. So, at some point, you do need to move on to dealing with the actual consequences.

But, in general, the challenge I’ve seen for most people is not the dealing with the objective consequences, it’s that they skip the emotional processing, they don’t do the affective labeling, and they try to solve the problem straight away when they’re still in that state of fear or anxiety or just that stress state.

Pete Mockaitis
Well, it’s funny, you said “affective labeling” and at first, I heard you say “effective labeling” like, “Oh, I do a really good job of labeling it.” So, I’m curious, there are different typologies, I guess, in terms of how many emotions we humans experience, and I guess there’s the “Inside Out” movie, or others, that might say we have seven emotions. But lay it on us, how do we know if our affective labeling is effective labeling? Is it just like, “I’m feeling angry. That’s that”?

Or, I’m thinking about Marshall Rosenberg’s Nonviolent Communication. They’ll say things like, “Oh, I’m feeling angry because my need for respect, I don’t feel, is being met here,” which I found pretty handy. It’s like, “Okay, if there’s like an emotion and then perhaps a perception of a cause or need being unmet,” is pretty handy. When do you consider the affective label feeling done? Is it when I am chilled out a little bit about it, I’m not as worked up? Or it’s when I’ve said one word, “Angry”? Or, when am I ready to move on?

Anne-Laure Le Cunff
Yeah, so this is really the emotional regulation part where it’s really about paying attention to how you feel in the moment, and sometimes actually just saying, “Oh, I’m so angry. I don’t know.” Maybe a contractor didn’t deliver something on time or whatever, “I’m just, I’m so angry or I’m disappointed.” Like, already, like, just in those few minutes of conversation, I think we’ve mentioned six or seven different ones. So, actually, angry is good if that’s what it describes, right? But if, after saying this, you still feel like, “Oh, there’s something else,” you can still go and dig a little deeper, and, “Okay, I’m angry but why? What is the underlying emotion underneath this? Okay, oh, it’s that.” And you will, by doing this, like those different layers of affective labeling, you will progressively feel calmer, and being able to re-engage at a cognitive level because you have dealt with the emotions. So, that’s one part.

The other part is that, sometimes while dealing with the actual objective consequences, you might have emotions that pop up again depending on what you discover, what you’re trying to solve. Let’s say that you’re trying to solve a problem and you discover that the only reason why this entire thing is happening is because one of your colleagues forgot to do something you told them to do. And so, again, like you might have an emotion that comes up. You go back to the first step of the little dance, process that, and then deal with the consequence.

So, there’s a term in psychology also called metacognition, which is the ability to observe your own thoughts, your inner landscape, and this is something that you can practice. And at the beginning, it might feel a little bit like, “Oh, what am I doing? I am angry,” those words. But after a while, when you’ve done it for a while, it will become very natural to go through those steps of the dance and going back and forth between the two.

Pete Mockaitis
Okay. And when you mentioned the underlying stuff, in a way, this is dangerous for me because I am very curious and could examine something for long, long stretches. But let’s say, “Okay, I’m angry about the contractor not doing the thing right,” okay. And you say, what would be the step associated with getting out the underlying stuff?

Anne-Laure Le Cunff
So, again, it’s only in that specific context, it’s only doing as much affective labeling as is needed for you to be able to then move on and deal with the objective consequences in the moment. If, and that can happen, you realize that there’s something actually quite juicy or interesting in terms of your own cognitive or emotional patterns while you’re doing this, or maybe after a while you notice that every time a certain type of challenge arises at work, you have the same type of emotional reaction, it might be worth digging deeper, but this should happen in a different kind of modality.

So, for some people, it’s journaling, for some people it’s talking therapy, you know, whatever it is, where you have more space to explore this. Affective labeling is more of an in-the-moment tool to do just enough emotional processing that you’re able to think clearly again, that you can then deal with whatever problem you’re facing right now.

Pete Mockaitis
Okay, I hear you. So, with the contractor situation, we might say, “Okay, I’m angry because he did the thing wrong, and this seems like a pattern, and that folks think they could just take advantage of me because I’m so nice,” or whatever. And so then, the goal is not to dig into, you know, “Why am I broken?” or, “What’s wrong with people in the world today?”

But rather say, “Oh, maybe there’s a pattern there associated with perhaps I need to be more assertive or establish boundaries or expectations more candidly, assertively, proactively in my interactions with folks. But we could just sort of note that and park that for my journaling time or therapy time or whenever I’m having a nice long walk, and that would be interesting to dig into.” As opposed to, “Stop everything. Emergency inspection must happen now before I, you know, ask for a partial refund or whatever it is I need to do.”

Anne-Laure Le Cunff
Yes, exactly. And this is what’s really nice, is that in that way, you can actually just note these things and make sure that they don’t remain unexamined, and so you still will do that work outside of the current situation, like professional situation you’re in, but you’re also helping yourself make better decisions in the moment. So, it’s helpful as a tool to self-regulate in the moment, and as a tool also to notice patterns that you might want to explore deeper at a later moment.

Pete Mockaitis
Okay. Well, tell me, Anne-Laure, anything else you want to make sure to mention before we hear about some of your favorite things?

Anne-Laure Le Cunff
Honestly, your questions were amazing, so I’m good.

Pete Mockaitis
Oh, shucks. Thank you. How about a favorite quote, something you find inspiring?

Anne-Laure Le Cunff
It’s been attributed to Viktor Frankl, but it’s actually much older than this, and it’s, “In between stimulus and response, there is a space. And in that space lies our freedom.”

Pete Mockaitis
Well, Anne-Laure, I got to say, you’ve piqued my interest here because, fun fact, that is the most cited favorite quote amongst How to Be Awesome at Your Job guests, but you brought an extra wrinkle to it, it’s like, “Oh, it has history pre-Victor Frankl.” Do you know the tale? Can you tell us?

Anne-Laure Le Cunff
Well, I went in that rabbit hole, but there, basically, we don’t know who said that first, but there are lots of different versions of it. They’re very, very close in much older books, and Victor Frankl is the one who made this version famous, and the one I quoted is his version. But it’s very, very old actually. And so, that’s interesting, is that this idea that we have this little space of freedom is quite old. I have an entire footnote about this in my book.

Pete Mockaitis
Oh, cool. And a favorite study or experiment or bit of research?

Anne-Laure Le Cunff
There’s a recent study that shows that the systems that are activated in the brain are the same for impulsivity and curiosity. And I find it fascinating because that has a lot of implications for how we navigate the world and distraction and creativity and all of that. So, that’s one of my favorite studies at the moment.

Pete Mockaitis
Oh, I can relate to that. It’s like, “I need to know everything about this now.”

Anne-Laure Le Cunff
Yes.

Pete Mockaitis
It’s really dangerous for me. I have to keep lists and guardrails and rules for myself. And a favorite book?

Anne-Laure Le Cunff
That would be How We Learn by Stanislas Dehaene, who is also a French neuroscientist, and it’s a very short book, but it teaches you how your brain learns anything in childhood and adulthood, and it’s very helpful to understand how we navigate the world.

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

Anne-Laure Le Cunff
I use a note-taking tool called Roam Research, and it’s a bit of a weird, non-linear thinking type of tool where you can connect all of your ideas in little bullet points. And most people who look at my notes think that it’s a complete mess, but it’s helped me write a book and complete a PhD. So, I’m so grateful for this tool.

Pete Mockaitis
All right. And a favorite habit?

Anne-Laure Le Cunff
Going for daily walks.

Pete Mockaitis
Okay. And a key nugget you share that really seems to connect and resonate with folks?

Anne-Laure Le Cunff
Become the scientist of your own life.

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

Anne-Laure Le Cunff
Go to NessLabs.com to subscribe to my newsletter, and look up Tiny Experiments anywhere books are sold, or go support your local bookshop by ordering it there.

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

Anne-Laure Le Cunff
I want to ask them, “What will be your first tiny experiment?”

Pete Mockaitis
All right. Anne-Laure, thank you. This is fun.

Anne-Laure Le Cunff
Thanks for having me.

1030: Building a Career that Lights You Up with Mary Olson-Menzel

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Mary Olson-Menzel reveals her strategies for aligning your strengths with career opportunities that excite you.

You’ll Learn

  1. How
 to discover what truly lights you up
  2. Effective LinkedIn outreach approaches
  3. The key thing that grows careers

About Mary 

Mary Olson-Menzel, bestselling author of What Lights You Up?, is a career expert and executive coach with 30+ years of leadership experience. As CEO of MVP Executive Development, she helps individuals and organizations unlock their potential through her compassionate, results-driven approach to “Humane Leadership.” A member of the Marshall Goldsmith 100 Coaches Community, Mary is dedicated to guiding leaders toward greater success and fulfillment.

Resources Mentioned

Thank You, Sponsors!

Mary Olson-Menzel Interview Transcript

Pete Mockaitis
Mary, welcome!

Mary Olson-Menzel
Thank you, Pete. Great to be here.

Pete Mockaitis
Well, I’m excited to hear about what lights us up and how to think about that for career and more. So, I have to open up, Mary, with what lights you up?

Mary Olson-Menzel
Writing the book lit me up, for sure. But really, really helping people find what they love to do, find what lights them up, helping them elevate their leadership in the world, is what lights me up, along with my family.

Pete Mockaitis
Okay. Well, so you’ve worked with a lot of folks, executive coaching and looking at career matters, any big surprises or counterintuitive discoveries you’ve made about us humans when it comes to this sort of thing? What do you know that we don’t and should?

Mary Olson-Menzel
One of the big things, Pete, is that people think that your pedigree is the only thing that matters, right? My degree, my work experience, everything else. The truth is who you are as a human being and what you bring to the table, the energy that you bring to the table, matters even more than your resume and your pedigree and all the degrees in the world.

Pete Mockaitis
Okay. I think that really resonates and makes a lot of sense And I just love that the book title, the question, “What Lights You Up?” So, pedigree doesn’t matter so much, and what we bring to the table matters a whole lot. Could you share with us, why the title “What Lights You Up?” What makes that a super central and important question to address, as opposed to a nice to have somewhere in the mix?

Mary Olson-Menzel
What lights you up is so meaningful because it’s really truly about what drives you every day. What gets your head off the pillow? What are you passionate about? Where are you finding purpose in your life? And, to me, that all encapsulates your inner light and really what it is that makes you happy on a day-to-day basis in your work.

Pete Mockaitis
And so, it’s almost like, in some ways, your play, your fun, can speak to your destiny, for good or for ill, and I thought, “Oh, that’s maybe a little heavy-handed.” But I’m going to lay it on you, Mary, who wrote the book What Lights You Up? what do you think of that?

Mary Olson-Menzel
I love it. I mean, because what lights people up is different, right? And so, what we really need to think about is, “Where is our sweet spot? What is it?”

There’s a term, Pete, that I love called Ikigai, and it is the Japanese word for the intersection of this, it’s basically a Venn diagram of “What’s your passion? What’s your purpose? What are you good at? And what does the world need?”

Pete Mockaitis
You know, we had the CEO of Korn Ferry, Gary Burnison, on, and he was speaking to a similar thing with regard to, if you really know what your strengths are, what your purpose is, what makes you happy, then if you’re happy, you’re probably motivated. And if you’re motivated, you’re going to outperform.

And I was like, “Okay, well, here’s a guy who’s got a vantage point on careers and talent and progression,” and that seems to resonate and synchronize with these very same concepts. It’s like when you’re into the thing, you pour yourself into that, and then you get good at it, and then you’re distinctive, and you can really kind of build a career, a brand, a reputation, a legacy from that.

Mary Olson-Menzel
Absolutely, and it’s so true. When you’re into what that thing is, you start to feel like you’re in the flow. You know, those moments when you feel like you lose track of time, you lose track of everything because you’re so into what you’re doing, and you’re so excited about it. So, that is what we want more of for everyone. Because what we want is for people to be able to amplify and elevate their own natural gifts in order to make the workplace a more enjoyable place to be.

Pete Mockaitis
That’s good. And could you share with us a story of someone who, maybe they were in a career that was not lighting them up, they did some introspective research to discover some things, and then rejiggered their activities and the job role they were in to see cool results?

Mary Olson-Menzel
Absolutely, there are so many. Part of why I wrote What Lights You Up? is because I developed a 10-step pivot program to help people do exactly that. And so, the myriads of stories are so much fun, but I really like this one. There was a media executive in New York City who was at a crossroads in her career. And she kept looking at all the usual places, right, other media outlets, everywhere else.

And I said to her, “I challenge people to tap into ‘What is it that they’re passionate about? What are their side hustles? What are their hobbies? What are they doing outside of work that’s getting them excited and lit up?’” Well, she was really into horses. And so, we went down this whole path where she said, “Gosh, you know, I mean, if I really didn’t need money, I would just work with horses.”

And I said, “Hold on. Listen to yourself. Maybe there’s a way that you can work with horses and make money and use your existing skillset to do it.” And so, she ended up pivoting into a role up in Saratoga Race Course, where she was the head of marketing and media relations for Saratoga Race Course. She did all kinds of really cool programs with the horses.

Pete Mockaitis
That is really cool. And I love that notion that, in terms of the flow, you’re getting yourself lost in it.

Okay. Well, can you walk us through the process, the steps by which we determine this?

Mary Olson-Menzel
Yes. Well, first, you have to take a good look in the mirror, really, really get very, very clear on who you are and what stage of life you’re in, and what you need from that stage of life. We’re all in different spots. We could be just starting our careers and we need to make money, and we just want to make enough money to travel and go out and have a couple drinks on a weekend, but then your stage changes.

There are other stages where you get married, you start a family, and your needs in your career change. So, it’s about getting very, very clear into where you are at this moment in time, what it is that’s making you happy currently, and then starting to think about, “Wait, am I where I want to be in life?”

And if you can answer “Yes,” well, that’s great. Then let’s just look for ways to keep growing and keep going down a path that you already have started that is really great for you. But what if your answer is no? If your answer is no, then it’s really about thinking, “Okay, what’s working in my life? What’s not? And how do I change that? How do I create a roadmap for what could be next?”

Pete Mockaitis
Okay. Very good. And so then, any other key questions that you find super helpful at this stage of the game to elicit insights?

Mary Olson-Menzel
Absolutely. There’s so much that you can start to think about at this stage of the game. You really tap into, “Where are the moments in my day when I’m at my best?” From there, you really think about, “Okay, where are the moments in my day that are draining my energy?” We all have them. Even those of us that love what we do, there’s moments or there’s tasks in our day that drain our energy.

And so, really starting to think about, “Okay, where can I go from here? How can I get more of what it is that I like, what it is that I enjoy, and also what I’m good at? Where can I make the biggest difference, not only in my career and how I feel about it, but in the world?”

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

Mary Olson-Menzel
The next step is to dust off that resume and start getting really very serious about updating the resume, updating your LinkedIn profile, thinking about who you’re going to reach out to in your network, because you cannot do it alone. You have to tap into your network and the people around you. And in the book, I say, “If your inner light is your superpower, your network is the super-highway that’s going to get you your next job.”

Pete Mockaitis
All right. Well, in the course of resume and LinkedIn tweaks, any top tips or tricks, do’s or don’ts, things that you see again and again and again that we should all just be doing or not doing?

Mary Olson-Menzel
Yes. Stop stressing about the resume, number one. The resume is kind of now what I would say your calling card. It’s that little thing that’s going to get you in the door so it has to tell a story, yes, the story of your career. It has to be clear, concise, but it doesn’t have to be that complicated. And so many people get so stressed about their resume that they lose sight of the fact that this is only one piece of a job search.

So, take the pressure off yourself on the resume. Make sure that it’s clear, concise, easy to read. The average recruiter spends six to ten seconds looking at your resume, so it just has to be eye-catching, clear, so that it catches their eye, because then the next thing they’re going to do is go to your LinkedIn profile. And your LinkedIn profile, these days, as of 2025, is exactly where it’s at.

This is where people are networking, this is where people are finding jobs, and this is where hiring managers and recruiters take a deeper dive into who you are as a human being and what your professional profile looks like.

Pete Mockaitis
Tell us more. LinkedIn profile, content, conveying who I am as a human being, how does that work?

Mary Olson-Menzel
Okay. Well, you have all of the information from your resume on LinkedIn, so you’re transferring all that data to your LinkedIn profile. But what LinkedIn does is it takes it up a big step further. You’ve got your profile picture, you’ve got your connections, you’ve got what people are saying about you, you’ve got all kinds of different things that you can put on your LinkedIn profile to make it very robust, to kind of give a fuller picture of who you are as a professional, who you are as a human being. And then, even more importantly, once you’ve gotten that all set, the next thing is to engage on LinkedIn. And so, that is really a very, very important part, starting to put your thoughts out there, professionally, not politically, hopefully, not in other ways, but, really, professional thoughts, like, “Oh, I saw that Google is doing this, blah, blah, blah, blah, blah.”

Then engaging with other people. So, Pete, if you put something really interesting out on LinkedIn, I’m going to like it, I might share it, and I might even repost it with my thoughts. So, this is where you’re starting to create some momentum, positive momentum, with the algorithms of LinkedIn so that more and more people are noticing you on there.

Pete Mockaitis
And so, you said don’t do the politics. When you said who I am or who you are, and LinkedIn is sharing this, I guess I’d love some more of your perspective on that with regard to what belongs there and what doesn’t. Because I think who I am, I think is much broader than the career business-y facet of Pete Mockaitis. But, in your view, is LinkedIn then for more than just the job career business-y part of a professional?

Mary Olson-Menzel
It has become a little bit more than, which is actually kind of nice, in my opinion, because when you’re looking for a job, when you’re living out there in the world, you are not just what you do. You are a whole human being, and so I think that’s the really important part. I mean, I have shared things about my kids on LinkedIn.

My mom passed away last year. I shared a whole post about her and how she inspired me in my life.

So, it has become a little bit more personal, which is, I think, really great, because I think it just shows the kind of person that you are with the things that you’re sharing. You do run the risk, though, of unconscious bias from a hiring manager if you start sharing things that are too personal.

Pete Mockaitis
Could you give us an example of what’s too personal?

Mary Olson-Menzel
I tell most people to stay away from politics and religion on LinkedIn. That is much more for your own private conversations or other kinds of conversations. I think that when you’re sharing things on LinkedIn, it’s really about amplifying and elevating who you are as an executive, who you are as a professional, but also who you are as a person.

So, if you can keep it with a more productive and positive spin, what you’re sharing, or from a learning, “I went through this really hard thing, and this is what I learned from it. I want to share this with the rest of you so that you all can learn from this, so that you don’t have to go through this hard thing.”

Pete Mockaitis
Understood. All right. So, we got our introspection, we got our resume in LinkedIn, looking fabulous. What’s next?

Mary Olson-Menzel
Next is reaching out to that network to start having conversations. And the one mistake, there’s many mistakes, but one of the top mistakes that a lot of job seekers make is that they just look for the openings. So, I’m going to use Google as an example again. Pete, you want to go get a job at Google? You’re going to look for, what does Google have open? What are they hiring for?

And in my book, I basically say flip your job search inside out. Don’t just look for the openings. Don’t just scroll on Indeed or scroll on LinkedIn. Start to create a target list of companies that you’re inspired by, a target list of companies that feel like companies that you might want to work for. And I put those companies into three categories that I call the three Ps.

One is your usual prospects. Like, our friend from New York City in media, she was looking at usual prospects just in other media and entertainment companies. The next category is your pivots. She could have taken those media tools and skills that she has into environment where she could have done something really interesting but then she really was focused on her passions, and that’s the most fun area to focus on. That whole area is like, “Hey, if I can make money doing something I’m passionate about then I’m winning.”

Pete Mockaitis
Yeah, cool. All right. And so, any pro tips when we’re doing this reach out? What do we say? What do we not say?

Mary Olson-Menzel
Yes. So, you’ve got the target list of companies, that’s the place that you start. And so then, you go on to LinkedIn and into your network, and you say, “All right, who do I know that works at Google? Who do I know that…?” For Google, I’m just using them as an example today, but, “Who do I know that works at Korn Ferry? Who do I know that works at 3M?”

Whatever is on your target list, starting to look into your network, and say, “Okay, who can I talk to that’s working there or that knows somebody who’s working there?” And then that’s when the very warm connections start.

Keep it short because people’s attention spans are not very long these days. Stay really, really focused on, “Hi, Pete, I’m very interested in talking to you. I’m in transition and I’d love to hear what the opportunities are at XX company.” Simple. And if you have mutual connections, “Hey, Pete, I’m connected to you by Joe. Joe says great things about you and thinks we should talk.”

Keep it so simple. Because, immediately, they’re going to look at your LinkedIn profile and check out who you are anyway, so you don’t have to give a lot of words into who you are and what you’re looking for. Just, “I’m looking for my next career adventure, and I’d love to talk.”

Pete Mockaitis
All right. And what’s our next step?

Mary Olson-Menzel
The next step is having the conversation. You can do it, obviously, in the good old-fashioned way of a phone call. You could do it on Zoom. You can do it on Teams. You could meet for coffee. But just remember that people are busier than ever these days, so ask for 15 to 20 minutes of their time. And if it goes longer, that’s just a bonus. It means you guys are clicking.

But 15-20 minutes just to connect, and then talk to them about what they’re doing. Just be curious, I mean, curious about human beings, curious about what they’re doing, curious about what it’s like to work at that company. And then when you’re wrapping up the conversation, number one thing to never forget is to ask, “How can I help you in return?”

Pete Mockaitis
Okay. Beautiful. And then, while we’re asking them questions, are there any key pieces of insight or questions that are super powerful that you recommend to try to include within that conversation?

Mary Olson-Menzel
Definitely delve into what the culture is like. You want to make sure that that culture, of whatever organization that you’re targeting, is a good fit for you and for what you want out of the workplace. But also try to ask them to introduce you to people, “Are there three people that you could introduce me to or three names of people that I should be reaching out to, to get some help?” And then, of course, always ask, “What are the next steps?”

Pete Mockaitis
Okay. So, after you’ve had these conversations, what’s next?

Mary Olson-Menzel
Well, then you hope that Joe, our friend Joe, who connected us, will say, “Well, great. You know what, Mary? I’d love for you to come in and talk to the hiring manager. I know that we’ve got open positions in this, this, and this.” And then if you’re lucky, sometimes it’s a much longer game than this quick and this what’s next.

But if you’re lucky, you get in, do an interview, and then you tell your story, and that’s where the magic happens. The resume just tells me who you are, but the way that you would tell your story is what’s going to draw me in and want to hire you.

Pete Mockaitis
All right. And how do we do that well?

Mary Olson-Menzel
Well, we start at the beginning. People, just remember this. Literally, don’t start from where you are currently. Start at the beginning because the brain is wired to listen to a story that’s in chronological order, “I started at undergrad here. I did this.” Talk about the transitions to, for example, I worked at Tribune Company in Chicago for almost 10 years.

The transition of why I left Tribune Company was because we had a job opportunity in New York. So, make sure that you’re not only talking about your accomplishments, but also the ways and the reasons that you left one particular job to go to another one.

Pete Mockaitis
Okay. And then, let’s say that conversation went smashingly well, and we have an offer. What now?

Mary Olson-Menzel
What now? This is fast forward career coaching. I love it. So, what now? You’ve got an offer on the table and you really have to think about, “Okay, is this offer…?” Yes, it’s amazing, you’ve gotten this far, “But is it an offer that’s going to work for me and my stage of life right now?”

So, you really want to weigh out all of your options with the offer. Is it compensation-wise what I want? Is the quality of life that I want going to be there? Is the culture that I want going to be there? going to be there? Where are the growth opportunities? Where are those? How can I make sure that I have forward momentum once I get into this job?”

And then, benefits package. All of it falls into a whole package for the whole person. And, once again, you are a whole person who’s negotiating a whole package for your life.

Pete Mockaitis
Alrighty. And so, when it comes to the negotiation, do you recommend we go ahead and do that?

Mary Olson-Menzel
That’s a tricky one. There are ways to negotiate, but you don’t want to push so hard that you turn them off and potentially rescind the offer.

Pete Mockaitis
Okay.

Mary Olson-Menzel
Yeah, I know. This is it. The stakes are really high. You’re at this point, and so you have to know exactly where you can negotiate. There are a lot of hiring managers who will tell you, “I mean, you’re at the top of my salary band, and this is as high as I can go.” All right, well, then you’re not going to negotiate on the salary, but you can potentially negotiate on the softer things, like maybe more paid time off, maybe a little extra vacation time, maybe a sign-on bonus, maybe they’ll pay for you to go get your graduate degree or pay for some professional training. Those are all negotiables that will help you get to a better place where you feel really good about the offer package.

Pete Mockaitis
All right. And then, in terms of the actual dance or conversation, are there any things you recommend, magical words or phrases that we do say or we don’t say?

Mary Olson-Menzel
Well, I think the number one thing to think about is gratitude. Gratitude is everything when it comes to a negotiation, but also, when it comes to life. I mean, truly. I think that if you come to it from a place of appreciation, “Thank you so much for this offer. I am really excited to start at this company. I just have a few questions. Is there any room to move on the salary? Is there any room to negotiate something else?” So, coming from that place of appreciation and gratitude and really helping them understand that this is a place you want to work and you want to make it work for both of you.

Pete Mockaitis
Understood. Okay. So, you’re just asking about the flexibility. And that’s sort of an interesting question in that, I suppose, it’s in the employer’s interest if they really want you to be honest. Because, I mean, if you just wanted some savings, you’d be like, “Nope, nope, nope, nope, nope, nope, nope. No flexibility whatsoever,” you know? Rigid as a bar of iron.

Mary Olson-Menzel
Right.

Pete Mockaitis
However, hopefully, you’ve got them really, really fired up for you, in particular. And I guess it also varies a great deal in terms of, it might not even be very emotional at all in terms of, “Well, actually, no. This compensation package is standardized across all of North America, and so that’s kind of what it is.” So, “Okay, glad I asked. Now we know,” and you can sort of make the thumbs up, thumbs down decision on those terms.

As opposed to, I’ve heard other people say that they just have carte blanche authority to give a 10% salary increase to anybody who bothers to ask without approval from anyone higher up. It’s like, “Oh, wow. Well, that sure sounds like if that’s a semi-common policy…” you tell us if it is, Mary, “…then I should probably make sure to ask.”

Mary Olson-Menzel
You know, Pete, you brought up the most important thing – honesty from day one. Truly. So, when you start going through the interview process, a recruiter or a hiring manager is going to ask you, “What are your compensation expectations? What do you want to make? What do you need in this job?” And, hopefully, both sides are being very, very honest and upfront so that there are no surprises by the time you get to that point.

And, by the way, I can’t remember who said this recently, but they were saying, basically, it was an actor who said, “I’ve got this magic word is, ‘Thank you so much. By any chance, can you do this? By any chance, can you do this?’” So, you’re not saying, “I demand,” “I want.” You’re saying, “Hmm, is there a little wiggle room here? Is there a chance that this can go up 10%?”

And if they can, hopefully, they’ll be honest with you, and say, “Yes, absolutely,” and then they just made your day and you made 10% more that year. But if they can’t, they’re going to be honest with you, too, about that. And then you’ll start to be able to see where the negotiation space is.

Pete Mockaitis
Understood. Okay. Well, let’s say, “Hooray! A deal is made. A job offer made. A job offer accepted,“ any pro tips for the first weeks and months?

Mary Olson-Menzel
Yes, lots. So, the first 30, 60, 90 days of your tenure at this company are so important. You really, really want to become a sponge, you want to become a student of that organization, and you want to work side-by-side with your boss, with HR, to make sure that you’re meeting all the key clients, key stakeholders, and making sure that you’re having one-on-one meetings with these people so that you’re getting to know all of the people that are going to be surrounding you on a day-to-day basis.

And in What Lights You Up? I have a whole sheet of talking points to have those meetings, like, “Tell me about a typical day. What’s a day in the life for you? What keeps you up at night, Pete? How can I help with that by coming into this role?” All of those things, “How can we best work across departments?” You shouldn’t just be meeting with people in your department. You should be meeting with other departments, too, so that you can see where there’s room for cross-departmental collaboration.

Pete Mockaitis
Okay. And, tell me, we sort of walked through a process timeline. Are there some things you recommend that we just do always outside of when we’re specifically thinking about maybe a new opportunity or a transition, but just a regular wise thing to do to keep our careers and trajectories sharpened in a great spot?

Mary Olson-Menzel
Well, always remember that your career growth is in your hands, so don’t always rely upon your boss or the people in the organization to be constantly looking for opportunities for you. You’ve got to be open to those opportunities and be looking for them, and have it be a conversation with your boss too. So, one, never stop growing once you’re in that role, but also even if you’re so happy in this role, make sure that you’re keeping your network strong. Make sure that you’re having a friend at another company every once in a while.

Make sure that you’re watching what’s going on with other companies so that you’re not only growing within your own organization, but you’re creating a presence around you that can support you if, all of a sudden, the worst thing happens and you get laid off the next day. You want to have that network strong all the time.

Pete Mockaitis
Okay. Well, Mary, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Mary Olson-Menzel
Yeah, I would just reiterate that. Be open to the opportunities that are around you. Be open to conversations around you. Become a student of not only the industry that you’re in, but a student of life. Be curious about what’s going on around you, and just remember that you can focus on what lights you up. You can focus on what makes you happy. And I’ve seen thousands of my clients do it, so just don’t lose hope.

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

Mary Olson-Menzel
One of my favorite quotes is “The whole secret of a successful life is to find out what one’s destiny is, and then to do it,” and that is by Henry Ford.

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

Mary Olson-Menzel
I mean, I’m really kind of loving Mel Robbins right now. She’s just written this book called Let Them. It’s “The Let Them Theory.” And it’s all about how other people are going to do things that maybe you don’t like but you don’t have control over that. All you can control is what you react and how you react and what your mindset is. So, in life right now, somebody’s doing something you don’t like? Let them. But you can control how you react to it.

Pete Mockaitis
Okay. And a favorite book?

Mary Olson-Menzel
One of my very favorite books is a book called Leading with Gratitude by two of my fellow Marshall Goldsmith “100 Coaches” colleagues, Chester Elton and Adrian Gostick. Just a great, great book, all about bringing gratitude into your day-to-day life and how it just changes everything.

Pete Mockaitis
All right. And a favorite tool?

Mary Olson-Menzel
My favorite tool that anyone can have access to is one called StrengthsFinder. And you can get it on Amazon, you can take the test, you can get your top five strengths. But what I love about it most, Pete, is that it throws away the notion that we were talking about earlier that, actually, that your CEO of Korn Ferry was talking about.

When you’re leaning into your natural gifts, you can amplify everything you’re doing. When, in America, companies many, many years ago would be like, “Well, Pete is a really great interviewer, but how good is he at finance? Maybe we should send Pete to some finance classes.” No, Tom Rath just blows this out of the water, and says, “No, let’s just continue to amplify our own strengths so that we can continue to get better and better at what we do and what we’re good at, and looking at our own natural gifts and bringing those to the workplace.”

Pete Mockaitis
Okay. And a favorite habit?

Mary Olson-Menzel
My favorite habit, which has become a must-do most days, is, as soon as I get the kids off to school, I do a quick meditation, and then I get into a Peloton workout. And that, before I’ve started my day, work can go off in different directions, and you can be fighting fires or doing whatever you have to do all day, but I already know that I’ve gotten my kids off to school safely, I’ve grounded myself with a meditation, and I’ve taken care of my body so that I have more energy for the rest of the day with my clients.

Pete Mockaitis
All right. And is there a key nugget you share that really seems to connect and resonate with clients and readers and audience members?

Mary Olson-Menzel
I really think that my favorite quote from the book, is it’s imperative to work, to keep the lights on in your house, but it’s even more important to keep the lights on in your heart and do what you love. Because when you’re doing what you love, you’ll get hired faster, you’ll get promoted faster, you’ll make more money, whatever money is to you, whether that’s time or cash or whatever, and the byproduct of being happier.

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

Mary Olson-Menzel
They can connect with me on LinkedIn, as I said. It’s the best place to connect. Mary Olson-Menzel at my LinkedIn profile. You can also go to MaryOlsonMenzel, all one word, dot com, for anything you need to know about the book. And then for any work that we do is MVPExec.com.

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

Mary Olson-Menzel
There’s no better time than today to start doing it.

Pete Mockaitis
All right. Mary, thank you. I appreciate this and wish you the best.

Mary Olson-Menzel
Thank you, Pete. It’s been fun.

1012: Triple Your Learning through Productive Failure with Dr. Manu Kapur

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Dr. Manu Kapur reveals how to maximize learning by intentionally designing for failure.

You’ll Learn

  1. Why to avoid explanations and experts (at first) 
  2. How to achieve the sweet spot of deep learning 
  3. Four ways to hack your motivation 

About Manu 

Dr. Manu Kapur is a world-renowned expert on learning and currently heads the Future Learning Initiative at ETH University Zurich. He divides his research time between ETH Zurich and the Singapore-ETH Center in Singapore. Dr. Kapur earned his doctorate in Education from Columbia University.

Dr. Kapur is known for his pioneering research on intentionally designing for and learning from failure, demonstrating how this approach can lead to more effective learning compared to traditional methods. He frequently speaks at corporate and educational events and is often interviewed on learning-related subjects, including several appearances on NPR and two successful TEDX talks: Productive Failure and How Failure Drives Learning.

Resources Mentioned

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Manu Kapur Interview Transcript

Pete Mockaitis
Manu, welcome.

Manu Kapur
Thank you, Pete. It’s a pleasure to be here.

Pete Mockaitis
I’m so excited to talk about learning and failure, and you are a master of failure. I mean that in the best possible way. And so, I’d love it if you could kick us off with you sharing a tale of one of your personal, or professional, most productive failures.

Manu Kapur
You know, looking back, I think it started very early on in my teenage years when I wanted to be a professional soccer player, and it’s a story I tell. It only makes sense looking back, as I said. My coach used to have a philosophy of training, strengths training, where he’ll say, “You’ve got to push your body, you’ve got to do your push-ups and your pull-ups and your sprints and everything to failure, until you really buckle, until you really can’t, and then you push a little bit more, as long as it was safe.”

And his idea was, you know, good things happen on the other side of failure. You really have to push it to know what it feels like to be there. And it’s only after that, when you give the body a chance to recover, and the nutrition and rest, it comes out stronger on the other side. And that, at the time.

We used to really hate that training, but as a metaphor for, not just a metaphor, now a science for just learning and growth, whether it’s strengths training or learning, it’s something that has inspired me for many years.

Pete Mockaitis
Absolutely. And science, indeed. I’ve dug into those papers that powerlifters and bodybuilders look at. And, yes, progressive overload is absolutely the name of the game in strength training.

Manu Kapur
Super compensation, yeah.

Pete Mockaitis
And you’re saying this same principle is applicable in many domains of learning growth improvement.

Manu Kapur
Exactly. It’s the idea of bringing the system to rupture, to failure in a safe way, and then allowing it the chance and the support and the feedback and the resources to adapt and grow so that it comes out stronger from where it started. Yeah, we see this in a number of systems. In fact, it was the subject of one of my TED Talks recently as well, “How failure drives learning” in many different scenarios, in many different contexts.

Pete Mockaitis
Well, please share with us some other examples because I think some might say, “Well, yes, of course, that is just how the interesting biology of muscle fibers happen to work.” How is that working in other domains?

Manu Kapur
You know, if you just look at language itself, if I ask you to think about happy words or positive words, you may be able to start rattling off a few words. Now, if I ask you to think about negative words, negative emotion words, not only would you be able to rattle off faster, which also means that you will rattle off a lot more. And language itself has preserved this idea that negative emotions, things that are not happy or fun, they’re more salient because they convey more information for survival that we need to learn.

Because if you went out and you survive and you came back and you’re happy and fun, it’s really good, but it doesn’t help you learn or grow in any way. It’s only when you fail at something, you learn something and you develop a vocabulary for it. And conveying that vocabulary for how you felt, how you failed, and how you came out of that, that becomes very critical. So, it’s captured in a language as well but also, like I said, in biology and strength training.

In memory, for example, we see the similar effect. It’s when you introduce people at a party, for example, we often say, “Hi, I’m Manu. And you are?” and you would say, “Pete.” I often tell people you should not do that at all. You should say, “Hi, would you like to guess my name?” And you guess my name, a random name, right? You can say, “Oh, are you Mark?” I’d say, “No, I’m Manu.” And then when I say, “May I guess your name?” I’ll say, “Are you John?” And you’ll say, “No, no, I’m Pete.” You see, even a random failure of just guessing your name will help me remember your name more. I’m more likely to remember your name than if you were to just tell me your name.

Pete Mockaitis
Now that’s fascinating right there, it’s this completely contrived situation. And so, I’m curious, in terms of scientific literature, like, just how pronounced is this effect? Do I get, like, a little bit of a bump, like “Oh, I’m 3% more likely to remember a name?” Or is it like night and day?

Manu Kapur
It is a significant bump. I mean, I have to go back to the literature to look at the effect sizes, right? But it is a significantly strong effect that if you practice this method, it’s called retrieval practice, or a failed generation effect. If you’ve practice this, you are likely to strengthen what you’re trying remember over time.

In fact, the idea is you should allow, and here it gets even more interesting, is if you want to strengthen the memory of something, you should allow some forgetting because forgetting increases the chance that when you try to remember it, you will fail to remember it fully, and that failure to retrieve it fully actually gives you a better encoding when you learn to correct-think.

Pete Mockaitis
Well, you know what is so amazing about what you’re saying is that this just happened to me last night. And this is the most small-scale example, but my wife asked me to open up the Waterpik, the water-flossing oral hygiene device. It has a reservoir of water on it, and it’s kind of tricky to remove it, and so I kept trying to remove it, and I was like, “Ah, shoot, I don’t know. I don’t know what’s going on.”

And then she reminded me, she was like, “Oh, well, last time you did this, you said you were surprised. You thought you had to pull it one way, but you actually had to pull it the other way.” And I was like, “Wow, I have no memory of that,” but then I did it, and I was like, “Well, sure enough, that’s exactly right. I had to pull it down instead of out, or to the right.”

And then that experience just felt so novel and resonant to me, in terms of, like, “Wow, she remembered how I failed last time and I didn’t, and it’s just, like, this experience of being reminded in this way makes me…” I just have a feeling, we’ll see what happens in the years to come, but I am pretty sure this is locked in my brain now, the second time, how I’m going to open up this Waterpik.

Manu Kapur
That’s a really great demonstration from your life where you forgot how you did it, because you could do it at one point in time, you could remember it, you forgot how you did it, and then you failed to do it the second time around, but when somebody told you that “This is how you did it,” now the charge, now the encoding is even stronger. So, again, this idea that failure to retrieve something actually increases the strength of your memory, provided you get the correct thing, is really powerful.

Pete Mockaitis
Well, can you share with us some other surprising discoveries here?

Manu Kapur
Then we go into the idea of, if memory can be improved by a failed retrieval effort, then can we go beyond memory? So, we’ve looked at, or researchers have looked at in tutoring situations, for example, people tutoring, tutor-tutee sort of interactions.

And they found that tutors tend to give a lot of explanations about how to solve the problems, and so on and so forth. But they found that the same explanation would have an effect on learning only if it comes at a point in time where the tutee is stuck in their efforts. So, if you’re a tutee and you are proceeding, you’re not stuck in your problem-solving efforts at all, and I give you an explanation of the correct explanation of the concepts required, you’re not likely to learn that at all.

It’s only when you get to a point of impasse, of getting stuck, that’s when you, if the explanation is timed at that point in time, that’s what leads to learning. So, it almost seems like that we need to be in the state, a cognitive state, or even an affective state, where we are stuck or we have failed to remember something or to do something, and if at that time somebody reminds us or somebody gives us the correct explanation, that’s when we learn really powerfully.

And in productive failure, we’ve taken that to the next level, where if you’re learning anything new from the get-go, how do you design for failure intentionally in this early learning process so that you can then bootstrap that failure for learning from an expert later on?

Pete Mockaitis
Wow, that is really cool. And it resonates in terms of when you’re stuck for a while, and then you hear the information, it seems like an epiphany, a revelation, an “Aha!” so much more high stakes, as opposed to someone just laying out the whole pathway, like, “Well, this is the basics of physics,” or whatever subject it is.

Manu Kapur
Exactly. And the reason that doesn’t work is, to understand something deeply, you need to be able to see “What is the underlying structure? What is so critical here?” So, imagine if you’re watching a movie, right? Say, it’s a very entertaining, very engaging movie. Now, if the person sitting you is an expert director, unless, I don’t know whether you make movies or not, how expert you are, but, say, you’re a novice at making movies.

Now, you come out of the movies and I ask you, “Did you see the same movie as the director?” Chances are, no, you did not. The director sees things that are right in front of you, right? It’s not that you were not engaged, you were not entertained, your attention was all there, the stimulus was right in front of you, yet the expert sees very different things from a novice. The expert sees the deep structure that the novice is just not able to see, because seeing is a function of what you know, not just a perceptual exercise, right?

And so, this is one of the reasons why experts just telling what they know, even in a very entertaining, very structured manner, is still not sufficient because what an expert sees in their presentation is not what a novice is seeing. And, therefore, the first job of learning something new is actually not to be told what the correct thing is. The first job is to preparing yourself to be in a state where you can then learn from.

The same explanation is very important, but getting into a state where you can process that information, see what is critical, and then code it properly and more deeply, that is even more important. And that’s what failure does, and that’s the whole system that we’ve designed.

Pete Mockaitis
Now, when you say preparing yourself to get into a state, I mean, it sounds like we just have to enter that state, is I guess we have many words in our vocabulary for it. It’s sort of like frustration, aggravated, stuck, like, “This doesn’t make any sense. Aargh!” I mean, it sounds like, well, you tell me. Is there a sweet spot in terms of, I guess, you don’t want to get utterly enraged that you quit and stomp out of the room? Help me out there.

Manu Kapur
So, let me take you through a thought experiment. Suppose I give you a task and you’re able to do it successfully, are you learning anything new other than knowing that, yeah, you’ve mastered this, you’ve done something successfully? So, I give you an even harder task, say, you’re able to do that too. You’re still not learning anything new. You’re just applying what you know.

I have to give you a task that is so hard, or just hard enough that you’re not able to do, and that’s when I know that you’ve entered the learning zone because failure gives you a signal that, “Here is something I cannot do. With all the capabilities that I have, I’m entering the failure zone. And in this zone, I’m bound to struggle, I’m bound to get anxious at times, but I can also try different things, different ideas, different solutions, and so on and so forth. And all of this is actually what prepares me for learning from the expert or a common resource later.”

So, getting in this state is really important, and knowing that these emotions, and normalizing the struggle in this state, is the norm, basically, it’s the expectation that helps you persist in that learning zone, so to speak. But you’re also right, it cannot be so hard that you just give up. So, there is like that Goldilocks zone where it is hard that you can’t do it by yourself, but it’s not so hard that you just give up, and you have to be in that zone.

Pete Mockaitis
Okay. Well, then tell us, how do we intentionally enter into experiences, or design it to be that way? So, it sounds like the wrong way, or old way, or non-Manu enlightened way is to just have the expert pontificate, and say, “Hey, here’s all the steps.” Or you can read the instruction booklet, and say, “Okay, this is the guide. I do A, then B, then C.” But then the superior way for retention and really learning growth is “I get in there, I feel stuck and frustrated, and then I absorb some brilliance.”

So, I’m wondering, so let’s say I want to learn how to make my first app. I want to figure out what’s up with these programming languages. So, maybe I, rather than just reading the book or watching the YouTube video, like, “Hey, here’s how to program Python,” or whatever, I would want to just kind of, following these principles, just give get up in there, and then get stuck, and then try to get the specific answer to what I’m stuck with?

Manu Kapur
Yeah, so it’s basically trying multiple ways of approaching that problem. So, try to design, maybe the app is too big sort of a construct. Maybe some aspect or a feature that you maybe you scope it down, maybe an email capture, or a visit capture feature, or you want to build an AI algorithm into it, whatever that thing is.

The important part is you try to design not one but different ways of putting that feature in place and then try to see whether there is a canonical way or there are more expert ways to sort of design those features. But, again, here I must say that if the goal is for you to be able to deeply understand how to do those things and why they work the way they do, then you need to do productive failure.

But if your goal is just achieving that it happens without necessarily understanding it so, then you do not need productive failure. Because the effect of productive failure is on deep learning and transfer and creativity. We are not always in situations where we need that. So, this is a personal thing that everybody has to ask, or a teacher or a trainer has to ask, “Is this something that people really need to deeply understand? Or is this something that is so procedural that we just need to get it done?”

Pete Mockaitis
Yes, I think that’s very helpful for organizations as well, and just your whole life, in terms of, “Is my goal to become excellent at assembling IKEA furniture? Is that a thing that’s important to me?” So, in the domain of IKEA furniture or anything, maybe that sparks a bigger question of, “Is this even something we should be doing?”

And if it is something, so in a way, that’s almost kind of one key consideration is, “Well, if it’s something we want to be doing, it may make sense for us to learn a ton and be utter masters and have a deep, excellent competence in this thing. Or it might be something that we just want to be okay at and we’ll do it in-house fine. Or it might be something we don’t care at all about having that knowledge. Let’s totally outsource it.”

Manu Kapur
Exactly. Exactly. And that’s the distinction I mean between you want just high performance without understanding, just get the job done. So, there are many things at work and life we can just do, and do it to a certain level that we are happy with, and that’s it. But there are other things that we have a learning goal attached to it, the things we deeply want to master and understand and so on and so forth. And it’s only for those things that you may want to enter the failure zone and struggle and persist and then learn from an expert later on.

Pete Mockaitis
Okay. So, then give us some more perspective on how we design such a situation up front.

Manu Kapur
So, for example, in, say, in schooling situations, whether you’re designing a course for somebody or something to learn, as we already established, if this is something they want to deeply understand, you don’t want to tell the person exactly what the thing is, and so quantificating doesn’t work. So, the first thing you want to design is, you want to design a task or a challenging activity that is beyond the learner’s skillsets and abilities.

You need to have a sense of where the learners are in terms of their knowledge and skillsets, and you want to design this problem-solving activity or a task that you want to give them that’s beyond that, right? But you also want to design them in a way that’s very intuitive. It should be intuitively accessible so that learners or people can try multiple approaches.

So, think at work, maybe you’re given a challenging project where you’ve never managed such a project before, and then you work with your team to strategize or design different approaches to getting this project done. But because this project is beyond your skillsets and abilities and beyond your team skillsets and abilities, chances are all the approaches or solutions or strategies that you develop are going to be either not going to lead to success or they will just be suboptimal in that way.

But giving people a chance to be in that space, and design that space and be in that space where they can explore different strategies, even if they don’t work, I think that is key. Also what this key is to tell people that it’s okay not to be able to get to the correct solution, because the goal of this learning task is the preparation, not the solution. And the more people explore different ideas and strategies and solutions, the more they are prepared to then learn from the experts.

So, it’s designing the space in that way that helps you then learn from the expert. And you can do this as a teacher, as a parent, as a trainer, as a manager, and so on.

Pete Mockaitis
Well, I’d love it if you could really paint a picture for just the sheer efficacy of this stuff. I want to hear about this meta-analysis of I the 50+ studies that showed students who were taught productive failure methods saw some really cool academic gains. Can you share with us what was that study’s findings? And paint a picture of sort of a beautiful scenario of these principles all used in practice and being amazing.

Manu Kapur
So, the context of the meta-analysis in learning experiments, in mathematics, and science and so on and so forth, so the context is an education context, so let me concretize. Suppose you’re trying to learn math. I don’t know how you learned math in your school but my teacher would come in and say, “Today, the new concept we’re learning is blah. Let me tell you what this concept is. Here’s the explanation. Here’s the formulation. Here are some examples, and we work through examples. Now it’s your turn to apply those examples and solve problems.” And that’s how you learn.

And this is a method that’s called direct instruction. You don’t know something, I tell you exactly what it is, and I explain it to you very clearly what it is, and I give you problems to solve. And this is the dominant way that even current educational practice actually runs. Now, in productive failure, we went into classrooms and say, “Well, before you teach somebody something, let’s design problem-solving activities based on productive failure principles where students are given a chance to explore solutions to a problem.”

And we know that the solutions they will generate will not be the correct one. We even tell students that “It’s okay not to be able to get to the correct one, that’s not even the point, but try different ideas, just try different approaches, and then we will teach you.” So, it’s like instead of going straight into the instruction, they first do generative problem solving, and then the teacher comes in and teaches.

So, we can put these methods side by side and say, “Okay, if you learn from one method or the other, and you conduct an experiment study where you equalize the time, the same teachers teaching for the same time using the same materials, and so on and so forth, so you create a nice experiment where you can compare and then people learn through these two methods. And in the end, you test them on different kinds of knowledge.”

So, we particularly tested them on three types. One is the basic knowledge, which is, “Do you understand the concept? Can you remember it? Can you apply it to solve problems that you’ve seen in the class?” And then, also on conceptual understanding and transfer, your ability to take what you have and apply it to novel contexts, which is really the holy grail of learning, is to take what you know and apply it to novel contexts. And then we compare these two groups of students in terms of how they do.

And we find that even though both methods are very good at developing basic knowledge, foundational knowledge, students who learn through productive failure actually develop deeper understanding of the concepts that they are trying to learn, that they learned, and their ability to creatively or adapt the knowledge that they have to solve new problems in novel contexts, that actually is significantly better.

Now, imagine, this is just one study that shows this, and how scientists proceed is they say, “Oh, this is one study. Let me try to replicate it.” And the logic of replication is that “I’m going to prove you’re wrong.” So, now they try to replicate it, and say the attempt to replication failed. They find the same effects that, roughly, as I found. So, now there are two studies.

Say, another person comes in, a new lab tries to replicate it, and again the attempt to fail fails. And over time, you get a series of studies, each trying to you know fail the basic hypothesis and they fail to do so. So, over time, you have many studies who have failed to fail the basic hypothesis. And that’s when scientists start to say, “Ah, because of this vast magnitude of studies in different contexts, in different countries, trying to explore the same experiment or similar experimental effect, that there’s something there now.”

What we call truth is really an attempt to fail has failed. And that’s what a meta-analysis does. It aggregates findings from all the studies that have tried to compare over the years, and those are the 50 study, 160-odd experimental effects, and we aggregate it and analyze that, and said, “What is the average effect across these multiple studies in the world for productive failure over this other method, the dominant method, direct instruction, and how strong is that effect?”

So, we found a positive effect in favor of productive failure. As I said, they understand better and they transfer better, they’re more creative. But how strong it is? Now, we found that if you learn with a good teacher for a year, and say the unit gain in your knowledge is, say, X, then if you learn using productive failure, on average your knowledge gain is 2X.

Pete Mockaitis
Twice? Okay. Double.

Manu Kapur
But if productive failure is carried out really well, because it’s a method, right, some teachers carry it out much better than others, if it’s carried out really well, then you can go up to 3X. And that’s a very, very strong effect in education, in learning situations, that you can do, that you can have this kind of an effect on learning. And so, that’s the evidence-based, that’s the research, the empirical-based, for example, for this body of research, and we know that it works.

Pete Mockaitis
Beautiful. Well, triple your learning feels like a headline, Manu. All right, we’re getting somewhere. So, could you really paint a picture for a specific classroom educator approach situation in which we see, “Wow, here’s this, all these productive failure principles and philosophies put into action masterfully”? What’s that really look like?

Manu Kapur
Well, that design itself is called productive failure. So it has certain features. So, A, it has to be beyond our current skillsets and knowledge. You should not be able to solve the problem using what you know. That’s one very simple feature that it has to have. B, the problem should admit multiple representations, multiple solutions, multiple strategies. It should not have a single answer or single way of approaching it. So, it has to have that multiplicity.

It has to have contrasting sort of cases. So, don’t just give people one example, one case to work with. Give them contrasting cases. An example in this situation and in that situation, data about this, say, football player compared to data about another football player, the performance of this company versus performance…so always work with contrasts in these cases. Again, design these contrasts in ways that some things are the same, other things are different, so that you can direct attention to what you want people to attend to.

Keep the computational load very low so that you know people are really working with the conceptual basis, not trying to compute things all the time. And, yeah, so, again, this is not a like a prescriptive set of features, it is still a design activity. So, even with this set of features, people can generate many different kinds of tasks. And so, the more you get trained in using these features to design tasks, the closer you get to the kind of a productive failure task that really works.

Now once, say, you have a task ready or it’s working really well, you need to design interaction around those tasks. So, if I give you the task to solve, you may say, “Oh, I think this is my solution. This is one solution I have.” “How do I facilitate your exploration in that task?” So, there’s a very simple two-step exploration scheme, or facilitation scheme. So, I will, in the first instance, I’ll come to you and say, “Oh, this is your solution? Can you please explain it to me?”

Just the idea, just asking you to explain your solution to me is likely to trigger thoughts in you for other ways of doing it. We’ve seen this in our research. So, because the goal is multiple solutions and strategies, just asking somebody to explain often triggers them to explore something else as well. Second, sometimes people are really sure that this is their method, or this is the solution, and they’re quite convinced that it might work, even though from an expert standpoint it doesn’t.

That’s when you need to sort of get them into a habit of hacking their own thinking. What do I mean by that? It’s like when somebody says, “This is what my solution looks like.” After I ask them to explain it, I say, “Can you think of a situation where your own solution is not going to work?”

Pete Mockaitis
I like that.

Manu Kapur
So, it’s creating the counterfactual, and developing a habit to hack your own solution and say, “This is when it does not work.” Because it’s easy to say, “Oh, I developed it, it works.” It’s much harder to develop the habit of finding a situation or a context where it does not work. And just between these two, if you do this facilitation really well, you really help people either generate more solutions or understand the limits of their own solutions, even if they don’t work, most likely.

And all of this is then carried out in what I call an envelope, a social surround, within which people have to be told certain expectations, norms. Those are part of the design as well. And here’s the idea that the expectation is that you will not be able to solve the problem. The goal is not for you to be able to solve the problem correctly. The goal is really, “Can you generate multiple approaches, solutions, ideas, strategies for solving the problem? And don’t worry about getting it right.” Very explicit messaging.

Because if people think that they have to solve the problem correctly, they give up. The sweet spot is very, very narrow. But if people are told, “Look, we don’t even expect you to solve it because you don’t have the knowledge. But the idea here is, generate different ideas based on what you know,” then I think people can go a little bit more, so that sweet spot becomes a little bit wider. People can persist a little bit longer. They can deal with their anxiety and frustration a little bit longer, because, “You know, yeah, I’m not expected to solve it anyway, but let me give it a few shots. Let me give it a few tries.”

But these norms and expectations have to be set and persisted with over time so that people can do this. And when people have, you know, they’ve done the exploration, people have generated multiple ideas, and then they are now ready to receive instruction or receive expert knowledge, and that’s how it all comes together. That initial failed exploration becomes productive because an expert comes and assembles it all together.

Pete Mockaitis
Okay. And could you share a story of, perhaps, one of the most brilliant, beautiful implementations of this that you’ve witnessed?

Manu Kapur
I think, sometimes, I’ve seen it in the classrooms, for example, when teachers do it really well, and you often see it in what the kinds of ideas the students produce. So, I remember a math classroom where, when we tried this and the teacher was really good, and she was also a very experienced teacher who had been working with us for a while, and after the problem-solving phase of productive failure where students are generating the solutions, I went up to a student, and said, “So how do you feel?” and the student said, “Oh, I feel like a mathematician today.”

And it’s astonishing because, he could not solve the problem correctly, and still the remark was that, “Oh, I feel like a mathematician today.” And this is so true because one of my colleagues is a mathematician, and he’s one of the top mathematicians in the world, and he told me, “You know, 95% of my efforts at solving problems are failures.” Ninety-five percent.

And he says, “But if I don’t have them, I’m not able to get to the correct solutions. I’m not able to get to the correct answers. 95% of the things just don’t work out, but they are the backdrop, the launchpad for me to then think about the things that can actually work.” And so, there’s something in how we just get to the really breakthrough ideas, real creativity, real innovation, and the path through that is failure, otherwise, we won’t get to it. And we’ve applied the similar dynamic, and sometimes it works out beautifully in the classrooms as well.

Pete Mockaitis
Boy, I like that a lot, “I feel like a mathematician today,” seems to really convey a sense of, “Oh, I am really wrestling with the kinds of issues and concepts and considerations that a real professional grapples with, and I’ve gained an understanding of that.” And I feel like I had that moment recently after the election. I learned all about these predictive prediction marketplaces, like PredictIt and Polymarket and Kalshi.

Manu Kapur
Prediction markets, yeah.

Pete Mockaitis
And I was like, “Whoa, this is wild!” So, I went into that rabbit hole, and so I’m thinking about, like, risks and probabilities, and bid-ask spreads, and I’m learning all these things. And then I had that thought, like, “I feel like a trader today because,” and though I’m not, I’m just some amateur schmo, but it’s like, “Those are the kinds of things they’re thinking about every day in terms of, ‘Oh, how much risk am I taking on? Is this appropriate? Da-da-da-da-da.’”

Manu Kapur
Exactly. Exactly. And this is the part of mathematics we don’t expose our students to. They learn a mathematics where a teacher just comes and pontificates and tells them, as though math is, people who do mathematics always know the solutions to all their problems, and it is far from the case. In fact, how people do mathematics is exactly how we can learn mathematics, provided we can design these failure-driven sort of problem-solving activities for students, and then teach them the concept.

Pete Mockaitis
Okay. Well, you’ve got a great turn of a phrase, “motivational hacking.” How do we do that?

Manu Kapur
So, being in this zone where you’re trying things is not easy, right? And there are a few motivational hacks that help you persist in this problem-solving mode where you’re trying different things and things are not working out. First is the sunk cost fallacy. And that is the idea that if you’ve invested time and effort into something, you tend to stick to it even if it’s not working.

Now in general parlance, it’s not a good thing because then we continue to stay in losing strategies longer than we should, we continue to stay in bad relationships longer than we should, and so on and so forth. So, in those situations, it’s not good.

But in a learning situation, where if you’ve given a problem, if you’ve tried multiple strategies, you’ve put in the effort, that’s a good sunk cost, and that actually has motivational benefits. That’s the first. Just putting in the effort to solve something keeps you in the game because then you want to know how to solve it correctly. So, the sunk cost is a very good motivation from a learning standpoint and productive failure designs for that.

But before that even, like, how do you get started even, right? And that is the idea that if you want to learn, or basically if you want to solve a problem that may seem very, very daunting, the idea is to take the first step. And suppose I do, for my exercise, I do swimming. On some certain days, I’m just not motivated to enter the pool. It’s just too much. I’m too tired, I just don’t feel like it. But I know I must, I want, I must go.

So, I tell myself on those days, “I’m going to enter the pool and I’m just going to do one lap, and that’s it. If I can just manage one lap today, that’s my goal. It’s a success. Normally, I do 20, but today I’m just going to do one.” And guess what happens after the first lap? Do I just come out? No. “I’m in it? Okay, let’s do more, right?”

So, again, I just hacked my motivation by convincing myself that if I just get out, after taking the first step, I’ll be totally fine. When, in fact, once you’re in it, you’re in it, you continue. So that’s the second. Take the first step or find a way to make just the first step your goal. Then there is the goal gradient effect. You find that the more you do, the more laps you do, the more you want to do it, the more you want to reach the goal.

So, there’s like a gradient effect. It’s just not linear. So, effort actually pays off. And when you’re really near, and that’s the fourth one, when you’re really near, the last lap, we actually derive, we somehow seem to find this extra motivation to just get to the completion. So, we want to complete, and you will notice that. You find this second wind, extra energy. The last leg is always people want to complete. And that’s called the completion effect.

And so, these are the four sort of kind of motivation, how motivational hacks that people can do, to take the first step, to go on the goal gradient, to get to near the completion, and then the sunk cost comes in because then you want to really know, “Why didn’t my work, why didn’t my methods did not work? What is the correct method?”

Pete Mockaitis
Lovely. Well, Manu, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Manu Kapur
Did we talk about the mechanisms, the activation, awareness, affect, and assembly, the four A’s?

Pete Mockaitis
Let’s do it. Let’s cover it.

Manu Kapur
So, I call them, like, the underlying mechanisms of productive failure, and there are four umbrella mechanisms. There are sub mechanisms as well, but the four umbrella mechanisms, and they are the four A’s: activation, awareness, affect, and assembly. So, activation is the idea that if you want to learn something new, you need to activate your own knowledge so that you can process this new information.

If I start speaking in, say, Mandarin, and you have no knowledge about Mandarin, you can’t understand anything. So, new knowledge always requires prior knowledge to connect with and make sense. So, the more I can activate relevant knowledge in a learner, when you’re learning something new, the better they are prepared to learn that thing. And failure does a very good job at activation because it makes you try different things, different strategies, and that activates all the relevant knowledge. That’s the first A.

The second is what activation does. It shows you the limits of your own knowledge. You’ve tried multiple things, and they did not work or did not work optimally. You know the limits, “Here’s what I can do.” So, there is an awareness of a gap between what you know and the expert. That awareness itself is a very important mechanism. Having that awareness is a really important mechanism for learning because what that does is it creates an affect.

And by affect, I mean your motivation to find out what the expert knows, your interest in the solution, your orientation towards when the expert explains. You’re really oriented to understand why mine did not work, not just to see what the expert is saying, but really understand why mine did not work.

And also, the affect has emotions involved, and we talked about struggling and anxiety. And we found in our studies that sometimes negative emotions can have positive effects on learning, and other times not all positive emotions are positively associated with learning. So, it’s good to experience in a small dose, in a safe way some of these emotions around struggling and anxiety in a safe way because they can have positive effects on learning.

And affect encapsulates all of these sorts of constructs of interest, engagement, motivation, persistence, and emotions. So, you get into this affective state. So, your knowledge is activated, you’re aware of a gap, and you are in an affective state which is ready to learn. If at that point, an expert comes and assembles it, just shares with you, “Okay, what did you do? Let’s see why it did not work. Let me compare it with this other thing. Why that worked, why that did not work. Let me compare it with the expert strategy,” and slowly build up the canonical knowledge, the correct way or the correct ways of approaching those tasks or problems.

Assembly, that’s the fourth A. That’s what makes the whole thing click. So, activation, awareness, affect, and then assembly. That’s the science behind why intentionally designing for failure and then harnessing it for assembly works, makes failure productive.

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

Manu Kapur
Well, one of my favorite quotes is from my dad, actually, and it only makes sense looking back. He used to say, “Your ambition should always exceed your talent.”

Pete Mockaitis
Okay. And do you have a favorite study or experiment or bit of research?

Manu Kapur
Oh, those I have several, and one of the ones that I’d like to give examples are of children playing with toys. And here, and I also talk about that in the book, is people have studied how children play with toys in experiments where, suppose you’re a group of children and they’re given a new toy, and says, “Here’s a new toy. Would you like to play with it? And just play as you like.” So, they just see how children play with those toys.

And to other groups of children, they give the same toy, and they say, “It’s a new toy. You have not seen it or played with it. Let me show you how to play with it.” So, they learn from an adult how to play with the toy, and then they’re given the toy and then they play with it as they like. And then people experiment, scientists examine, “What are the differences between these two groups. Who’s more engaged with the toy? Who’s more inventive in playing with the toy? Who creates strategies to discover how the toy works?”

And, invariably, people find that it’s the first group, which was not shown how to play with the toy, who’s actually more interested, more engaged, more curious, inventive, and finds strategies to play with that toy. And this is the part that I really love because it means that our ability to explore and tinker and fail is built into us from the get-go. And that’s one of the reasons why… you may think of play with tangible toys as one thing, but knowledge is conceptual play. So, a big part of productive failure is “How do you bring conceptual play to start with, followed by instruction?”

Pete Mockaitis
All right. And a favorite book?

Manu Kapur
I would say one of my favorite ones is Shantaram.

Pete Mockaitis
And a favorite habit?

Manu Kapur
Oh, making my bed.

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

Manu Kapur
Well, my online presence, so ManuKapur.com. If you want to learn about the book, it’s ProductiveFailure.com, or search on Amazon. I’m on LinkedIn as well, mainly, and also on Twitter or X, and Instagram. Or watch my two TED Talks.

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

Manu Kapur
Change mindsets. I think that’s the biggest thing that I want people to think about or take away in terms of our conversation today. That if you change your mindset, that if you don’t learn to fail, you will fail to learn and grow.

Pete Mockaiti
All right. Manu, thank you for this. I wish you many productive failures.

Manu Kapur
And you. Thank you so much, Pete.

1008: The Nine Steps for Making Career Progress with Ethan Bernstein

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Ethan Bernstein reveals the process for finding and seizing career opportunities you won’t regret.

You’ll Learn

  1. The four quests driving every career transition 
  2. The exercise that keeps you relevant 
  3. The problem with job descriptions—and what to focus on instead 

About Ethan 

Ethan Bernstein is the Edward W. Conard Associate Professor of Business Administration in the Organizational Behavior unit at the Harvard Business School, where he teaches the Developing Yourself as a Leader and Managing Human Capital courses. He spent five years at The Boston Consulting Group and two years in executive positions at the Consumer Financial Protection Bureau, including Chief Strategy Officer and Deputy Assistant Director of Mortgage Markets. Bernstein earned his doctorate in management at Harvard, where he also received a JD/MBA.

Resources Mentioned

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Ethan Bernstein Interview Transcript

Pete Mockaitis
Ethan, welcome.

Ethan Bernstein
Thank you, Pete. It’s great to be here.

Pete Mockaitis
Well, I’m so excited to hear some of your wisdom. And I’d love to know, you are teaching and researching organizational behavior, and that was a field of study that I did and I love it so much. Can you share with us a particularly surprising or fascinating discovery you’ve made about us humans and organizations that has really struck you and stuck with you?

Ethan Bernstein
So, I spend my days and sometimes nights studying workplaces, particularly trends in workplaces, like increased transparency, increased connectivity in workplaces today, the way that affects employee behaviors, and the way those behaviors affect performance. And one of the things that’s captured my attention, I suppose you call it a surprise, is that we’ve been two-plus decades in the field of organizational behavior telling people to chart their own path, find their own way, create their own journey, and people still don’t really know how to do it, and it shouldn’t be a surprise because we really haven’t told them how.

And so, that’s what led to this interesting bit of research that we’ve been doing around how people hire jobs for the job they want to do in their career as opposed to just being hired by organizations.

Pete Mockaitis
How people hire jobs. That’s a fun turn of a phrase right there.

Ethan Bernstein
Well, Clay Christensen, who was one of my dissertation advisors, created a theory called Jobs to be Done Theory, which Clay used to solve one of the key frustrations he had. He saw great organizations, great people, creating new products that didn’t sell, and for him, that was frustrating because it just seemed like a waste. All these great people, all the material and time and everything else that went into it and then ultimately didn’t work.

And the Jobs to Be Done Theory suggested that the reason for that was that people don’t just buy a product, they hire a product for a job to be done in their life. And so, if you sell a product based on attributes, like an apartment has granite countertops and an open kitchen, that’s not actually why people buy it. People buy it because they can imagine themselves cooking in that kitchen, talking to people.

That the experiences, not the features, are what matter, and that if you really understood the experiences people were looking for, the struggling moment that led them to hire that product for a job to be done, then you could create other products to solve that job to be done better. And if you think about why people move jobs, that’s oftentimes why they move jobs. They realize that they’re struggling, they want to make a certain kind of progress, that progress isn’t being delivered by the organization or the role they’re in, and so they seek a different role that could do that.

And that was the surprising moment, I suppose, for me in 2009 when I saw Bob Moesta, who worked with Clay on the protocols behind Jobs to Be Done, do one of his investigative journalistic interviews of a consumer who bought a product to understand the causation behind why that person had bought that product, what job they’d hired that product to do.

And I sat there thinking, “I gave some advice to somebody on their career this morning. I should have done this because then I would have been able to provide better advice.” And 15 years later, that’s what we’ve done over and over again, over a thousand times to collect the data for this book.

Pete Mockaitis
That’s cool. That’s cool. And when you say, with regard to the data in the book, any really striking themes, patterns, insights that just pop off the page for you?

Ethan Bernstein
So, as an academic, I expect there’d be huge variation in the causation. People, it seems, choose different jobs for a whole variety of reasons. When we actually took all these interviews, these 60-plus-minute interviews, coded them, all the rigorous research that keeps me fully employed, we actually found that the things that push people away from a particular role and pull them towards a particular role, that there’s actually a lot of commonalities.

We clustered it all down to 30 pushes and pulls, which is a remarkably small number if you think about it. Now, I will say, to me that’s a small number. To the outside world, 30 was too many. So as publishers said, “Wait, wait, 30, that’s too many for us to remember,” we then went back and looked at patterns across and found even more so that if you look at the patterns across those pushes and pulls, people are largely just on one of four quests.

And what stage of your career you’re in, what stage of your life you’re in, can have impact, but people will filter through each of those four quests over the course of probably their career. But understanding what quest you’re on then provides a person with the ability to make them more awesome at their job because that’s when the advice matters. You can give great advice to a person on a different quest and it can be bad advice because they’re on the wrong quest for that advice.

Pete Mockaitis
Yeah, that’s really resonating, and I’m chewing on this. Could you perhaps bring this to life for us with a particular person and a transformation that they saw as they were thinking through this stuff and coming up with fresh insights by thinking about it this way?

Ethan Bernstein
So, let me explain the four quests a little bit, and then I’ll do what Michael Horn, my co-author, made me do in the book, which is I put myself in the book, and I’ll write myself into the framework as well in a prior role, not in my current one, just in case the dean of Harvard Business School is listening to this podcast.

So, the four quests. One is, get out. These are people who genuinely find their energy drained by the role they’re in and find that the capabilities they want the organization to be drawing on aren’t the capabilities that is actually being asked for. So, they are both not happy with how their work is going and the what of their work. And for them, they’re just looking to reset both those dimensions, they’re trying to get out.

Think of the opposite dimension. If you’re trying to build on both things, you’re actually quite happy with the work environment and you’re happy with the capabilities you’re asked to deliver, you just want to take the next step. So, for some reason you’re ready for that next step and you want to take it, and the organizations of the world and the world in general is pretty much designed for the take-the-next steppers. That’s so-called progression in most organizations.

The off dimensions are more interesting. So, if I love what I’m asked to do, the what, and some of us are out there right now thinking, “I love being what I am, like, what I’m asked to do. I’m respected for the work I do, and so forth, but I hate the how. I don’t want to commute anymore because it wastes my time. I’m working too hard because I have a new family. I’m not working hard enough because I’m an empty nester.”

“The manager that’s now managing me because that person switched doesn’t respect me for the way I’m doing my work, and so they’re asking me to do work differently for their purposes, whatever the case might be. The work drains my energy more than drives it. And so, I want to reset the how, I want to regain control.”

The people who, on the other hand, love the work environment they’re in, everything about it, or most things about it, but they’re being asked to do things, that the reputation they’ve got, the work they’re actually being asked to deliver, is not drawing on the capabilities they either thought that they have or want to have, those people are trying to regain alignment. And so, once upon a time, Pete, I was a consultant.

Pete Mockaitis
Me too.

Ethan Bernstein
I thought we might have that in common. And I had been asked, at a firm I loved, I really actually, I loved the job, and I had been asked to step in for somebody who’d left a project midstream, and it was a restructuring project. And I stepped in, we delivered the product to the client, we delivered the project, all was good, and then another such project came along, and because they needed someone with that expertise in the local office, they asked me if I would do it, and I said, “Okay.” I mean, I was still at the stage of my career where I was like, “Sure, of course, I’m happy to help where I can.”

So, now I had two projects in restructuring under my belt, and we all know that restructuring projects oftentimes involve certain amounts of layoffs, and so that was something I was, apparently, getting good at. So, when the third time around, right, a client came to ask for this and wanted the same team that had done the previous projects, I got called and brought into the conversation with the client even before the project began, and was introduced as the expert on that.

And that was the moment I knew I needed to regain alignment because that had never been my intention. And this happens to a lot of people on project-based work and other work. You just develop a reputation and expertise that wasn’t what you wanted to do, and you love the how, but the what? And that’s how I ended up at the Harvard Business School doing a doctoral program.

Pete Mockaitis
That’s good. Well, I can’t help but chuckle, here we are, former consultants, and we find ourselves discussing yet another 2×2 matrix. We can’t help ourselves.

Ethan Bernstein
If it weren’t an actual 2×2, it would have to be a 2×2 in the sky that we would be seeing in our own imaginations. But yes, and I will be clear though, this is not categorical as a 2×2 typically is.

So, get out, take the next step, regain control, regain alignment. These are like poles on a map – north, south, east, and west. There’s a lot of space between the North Pole and the South Pole. There’s a lot of space between regain alignment and regain control, and people are in that space. So, these are just likelihoods.

In fact, we offer an assessment based on the pushes and pulls so people can try to figure out where they might be on the quests using an assessment at JobMoves.com. It’s available for free. But the assessment will just give you likelihoods and then you ultimately have to pick based on those likelihoods.

This is not about telling you what you are. This is about helping you be more aware of where the pushes and pulls are so you can understand if those forces are aligning enough that they overcome the habits of the present and the anxieties, the new solution that might keep us in our role feeling stuck, maybe silently quitting, I don’t know quiet quitting, I don’t know, but it’s understanding the alignment that might be drawing us to something new.

Pete Mockaitis
Okay, that’s handy. So, we can think about things in terms of “Do we have a fit on the what side and on the how side?” You’ve got a juicy teaser, I can’t resist, there’s a mindset shift that helps us love instead of regret a new job. Is this it or is there another one you want to unpack for us?

Ethan Bernstein
So, that’s the broad one. So, if Clay’s frustration was around new products that didn’t get sold, my frustration is around people who disrupt their lives, sometimes their family, certainly their career trajectories, in order to take a new role only to find, six to twelve months later, they’re unhappy with it, which, if you just asked a room, “What’s the fastest you’ve ever gone from taking a new job to knowing it wasn’t right for you,” over three-quarters typically say between a month and a year.

That’s my frustration. And that’s not leading anybody into a good place. It is causing us a huge amount of disruption and it’s an indication, I think, of a process that’s broken. And so, my goal here is to try and help people do that better.

Pete Mockaitis
Certainly. Well, I’m curious then, on the outside looking in, it could be a little bit tricky to know, “What’s my experience going to feel like in that month to year in which I go, ‘Uh-oh, oopsies.’” Do you have any pro tips in terms of, like, top research methodologies or questions to ask or steps to take to prevent this regret?

Ethan Bernstein
So, let me offer you a few a few thoughts from the book and from our research and from my course “Developing Yourself as a Leader,”

So first, I think having the pushes and pulls is helpful. That list, you ask somebody, “How do you do it? How are you feeling about this job?” they have no idea how to answer. You give people a list of 30 items and ask which ones are operational for them, it’s much easier. It does prime them, but given the data, suggests that most of those are going to be covering what people are feeling, it’s just an easier place to start with a menu as opposed to start with a blank slate.

Then, once you’ve got a sense of your quest, you know which dimension you’re on and where that likely is, then you start asking yourself the question, “Okay, so what drives my energy and what drains it?” And this is, again, not about attributes. It’s not about the granite countertop and the open kitchen. These are experiences. In the job world, those are titles.

Titles have a huge return to ego, and you’ve got to get a better one. Those return, that return does not last long. What you really want, actually, is to think about what you’re going to do, not what you’re going to be. That has a much longer life cycle in terms of its return to you.

On the capability side, similarly, we talk about strengths and weaknesses. I’m sure, Pete, when I talk about strengths and weaknesses to you, you have a sense actually, those are sort of ingrained in you, what we’d say their trait instead of state. Instead, think of something like a balance sheet that describes you in the current moment in time. Just like a company, you have assets, things that are acquired by you at material cost, that you are hoping will deliver future value in your career, acquired, by the way, and funded by liabilities, usually the expenditure of time, effort, and potentially money.

Those assets depreciate over time. If they depreciate without you replenishing them, thinking about the next role, you’re not staying relevant. So, you can think about a much more deliberate approach to building and keeping, maintaining, your capabilities, given the change of the world around you, than strengths and weaknesses really gives you permission for.

And all of that begins to then shape up what it is you’re hoping to achieve. Once you’ve done that, I have another set of five steps after that. So, we’ve gone through steps one through four, five steps of advice for how you actually get what you’re looking for.

Pete Mockaitis
Could you give us a few examples of assets to help shake off static strengths, weaknesses kind of a framing we might be operating with?

Ethan Bernstein
When I do this with my students, a couple typically show up routinely. There are skills out there, hard skills, technical skills. If you’re a software engineer, then your degree of knowledge about a particular platform of engineering, that’s an asset. These platforms, these languages change. That’s something you need to reinvest in if you want to stay relevant. And there are many other kinds of technical. For market analysts, your knowledge of the market, any one of these pieces of technical knowledge, that’s certainly an asset.

Pete Mockaitis
I’m thinking about marketing too. It’s sort of, like, things are constantly changing in terms of, like, just the rules for Google ads or Facebook ads. And then it’s like, “Oh, yeah. Well, that strategy worked three years ago, but, oh, you’re doing that now? Oh, wow, that’s really out of date.” And it’s funny, these, it seems like some skills have a short shelf life and some almost seem eternal.

Ethan Bernstein
There are some evergreen skills, but there aren’t very many. We want there to be more than there actually are, I think. And so, most technical skills today depreciate much faster than they used to. So Boris Groysberg, who once upon a time, he’s a faculty member here on the Business School’s faculty. Boris explained to me this exercise, and his favorite example is mechanics, an auto mechanic.

An auto mechanic of the 1960s, you learned a car, you leverage that for 20 years. You learn a car in 2020, 2024, how long does that really last? Things are changing much faster, especially the degree to which it’s about coding and not about the actual mechanical skills. It’s different. It’s changing. And part of the reason people are so so desperate for progress, on a daily or weekly or monthly basis, is because they’re just trying to remain relevant. So that’s one, technical skills.

Another one that comes up frequently? Relationships. Networks. Network might seem evergreen. My friends will always be my friends. My contacts will always be my contacts. Weak ties will remain weak ties. That’s, oftentimes, the way we find information. Not by the strong ties, not the people that we’re closest to, but the friends of friends, if you will.

And yet, really think about it. If you don’t invest in those relationships, how long do they actually last? Maybe a couple years? Maybe you can go back to someone five years, ten years down the line and say, “Hey, remember those great times we had? By the way, I’m looking for a job. Do you know any interesting openings?” But a network depreciates, too. Most things depreciate.

Pete Mockaitis
Yeah, that’s heavy, and you’re right. We wish more stuff lasted longer, because just the way we wish our roof lasted longer. We didn’t have to spend the money to replace it as often. So, I would like your thought then, what does really, really last?

Ethan Bernstein
Well, my own view is actually what lasts is the constant effort we put into refreshing our assets. So, remaining relevant is a deliberate act, and the more deliberate you are, the better off you are on that capabilities dimension. Now, if you’re in a build, not a reset mode, you’re just trying to refresh what’s on there.

The good news for most of us, though, who are oftentimes finding ourselves on the reset capabilities front, where we’re trying to, for example, regain alignment, if all assets do depreciate over some amount of time, there’s actually quite a bit of flexibility as long as you anticipate it. And so, our advice, our core advice, is not to go for the evergreen product, but instead to think about where you want to be in five years’ time.

Worry a little bit less about your income statement, if you will, today, and a little bit more about your balance sheet tomorrow, because that’s what’s likely to be able to influence what you’re going to be considered for on the next job.

Pete Mockaitis
Okay. And do you have a general approach by which we attempt to deduce, “Okay, what assets do I need in the future? And how shall I prioritize the cultivation of them?”

Ethan Bernstein
So, we find that most people enter a move, either because of pushes or because of pulls, either they’re being pushed away from something, or they’re being pulled towards something. It’s an opportunity that looks too good not to consider, or, “I’m frustrated with my current situation.” Whichever one you enter in, the next step is to think about the other side of it. What are you leaving behind? What might draw you in?

We have not written a book about finding your dream job because we don’t believe in dream jobs, we believe in good tradeoffs. So, we encourage people to not answer the question, “What do you want to do next?” We, instead, ask people to answer the question, “What are three to five prototypes of what you might want to do next, given the quest you’re on?” It’s a much easier question for people to answer. And the more contrast you create across those prototypes, the more contrast creates meaning for you and you understand the relative nature of these things.

And that conversation then, combined with your energy drivers and drains of past jobs and the capabilities you have and the balance sheet you might have or might not have and want to build, help you begin to think about how to prioritize certain tradeoffs over others for your next move. So, it is about choosing, not about designing from scratch.

This is not just a two-by-two or pie in the sky, but it is about choosing wisely based on your particular progress, the kind of progress you want to make. Because what we saw in The Great Resignation, when people want to make a certain kind of progress and the world offers them progression that doesn’t match, what do they do? They leave.

Pete Mockaitis
Okay. Now, when you say three to five prototypes, could you articulate, like, “Here’s what I mean by a prototype, like how someone might articulate that sketch?”

Ethan Bernstein
It’s three to five versions of a job you might want to have. Just like if you’re a new product developer, it’s three to five versions of the product you think that people might want to buy. I’m not going to ask you, Pete, what you’re looking to do next, but…

Pete Mockaitis
I might do this until I die. We’ll see.

Ethan Bernstein
But maybe there’s a version of this. Maybe there’s another podcast around the corner. What does that look like? How is it that you would change this or change that? Would it be within an organization? Would it be outside an organization? A side gig? Is it a set of side gigs? Is it a part of my portfolio? What dimensions could I change? Could I change geography? Could I change role like a functional role? Could I change any one of a number of aspects of this?

If I took the core central quest that I’m on, let’s say it is regain alignment, and wanted to change some of the capabilities I’m being asked to do, okay, what are the three to five versions of that role I could imagine that would allow me to do that, that would still take into account the fact that I like the way my energy is driven currently by the job?

Those pushes and pulls don’t exist for me. And also took into account the capabilities I might want to keep, I might want to build on, so that I’m just focused on changing the dimensions that would allow me to achieve what I’m trying to achieve in the next round.

Pete Mockaitis
Okay, I think I hear the conceptual idea of what you mean by a prototype. Could you now say, for yourself or someone, students that you’ve encountered recently, how they would articulate all of that in a conversation?

Ethan Bernstein
So, here’s an example. One story in the book is of somebody who believed the next job she wanted to have involved working with scientists and travel. So, a travel coordinator at a top scientific magazine sounded great, until she discovered that actually a travel coordinator neither works with a scientist nor travels. But the job description sounded fantastic. The party material was great, but what she was going to do wasn’t what she ultimately wanted to do.

But that’s where the prototypes come in, so that would be one potential prototype. And you can go out there and find these roles, if you need to, but most of us have the ability, especially if we have one or two or three jobs in the world, to get a sense for, “Okay, so based on what I’ve done, which are the pieces I keep, which are the pieces I don’t?” But that’s an example of it.

Pete Mockaitis
Oh, I like that. I like that a lot. And I think, so often folks get the wrong idea about a job from the outside. And I’m thinking about sort of early career or picking majors, and our folks will say, “I’m going to go to law school because I like arguing, and in the courtroom, I could do that.” And so, hopefully, they’ll learn pretty early in the research process that, “Well, hey, most of the work of a lawyer is not that most of the time, and you’re mostly researching stuff and writing stuff and talking about why this paragraph or clause needs to go or be adjusted in such a fashion. So, you want to know that earlier rather than later.”

Ethan Bernstein
And once you’ve specified five prototypes, you would do what any new product developer would do. You’d go ask people about them. So, you can actually learn before switching if you have the material to go have those conversations, and we’re not talking about just people talk about informational interviews. That is part of this.

But you’re not actually looking for a person’s job, or a job like theirs. You’re actually looking to truly understand that lawyer, “What does she do on a daily basis? Does it match this prototype or not?” Because if it doesn’t, then you’ve been sold a bill of goods by the world that doesn’t actually exist, and it’s good to know now before you switch than after you switch and discover that you’re one of those people who, one month to 12 months in, took a role that you didn’t want to take.

Pete Mockaitis
Understood. Thank you. Okay. Well, you say we got nine steps, and you say we’ve covered some steps and there’s more to be covered. Just so we get it on the record, could you enumerate, “Step one is this. Step two is that”?

Ethan Bernstein
So, nine steps, and you’ll notice in the book, it looks like a little bit of a Chutes and Ladders view. But step one, we’ve talked about, understanding the pushes and pulls. Once you’ve understood the pushes and pulls, we’re going to try to start putting those on the dimensions. So, step two is understanding the energy drain and drivers of prior jobs, and then the capabilities, doing a balance sheet exercise, a career balance sheet exercise, step three.

Step four, then, identify your quest. It doesn’t have to be exactly right, but at least getting an initial sense of what your quest might be. You can always go back and revisit these later. Step five, then you develop those prototypes, those three to five prototypes, because it’s a much easier answer than what do you want to do, to say what are the three to five things you might consider doing.

Step six, to pick the prototype. Here’s where we look at those priorities that you’ve made, the decisions you’ve made in the past, what you prioritize in your energy drivers and drains, what capabilities you might want to focus on and see if that can inform us to go towards at least one prototype, maybe two. Then check those prototypes against real jobs out there to ensure that these prototypes are not just dream jobs, they’re trade-offs, they’re ways of deciding on things that actually exist and matching them to those real opportunities.

So, now you’ve been through seven steps. At some point, someone is going to ask you to describe those seven steps so that they can have a compelling reason to hire you, and that’s step eight, to create your story spine. We’re not talking about an elevator pitch. Part of what we’re trying to do is encourage people not to sell themselves into a job that’s trying to sell them something about the organization, but instead go for match, go for fit.

So, instead of an elevator pitch, which is typically a sales pitch, we’re asking people to use the Pixar Story Spine to come up with the progression, the narrative, of how you ended up deciding that this is what you needed to do next and be able to do that quickly in short order. And only then, step nine, is to apply for jobs.

You only actually apply for those jobs once you have all those pieces because, especially in a talent environment like today, if you’re one of a hundred, you might have trouble finding the job. If you’re one of three, and you’re really compelling about the reasons why you’re one of three, and it’s a great fit, you’re much more likely to be successful in making that move.

And if we are, indeed, in a world, which we seem to be in, in which people will move jobs, that could be internal or external, once every four years on average, more frequently for certain generations, people make progress by moving. And if you’re going to do that, you want to make as much progress as you can within a single move.

Pete Mockaitis
And can you   a picture for what a one in a hundred candidate sounds like versus a one in three candidate?

Ethan Bernstein
So, I am the person around here who spends a lot of time thinking about HR. So, here you get to hear my pet peeve first.

Pete Mockaitis
All right.

Ethan Bernstein
Job descriptions. Job descriptions these days have everything packed into them, and there’s a good reason for that. You mentioned lawyers earlier, Pete. Lawyers want us to be able to hire anyone so they put everything they can into the job description. And what it ends up sounding like, you’ve seen some of these, right, “Entry-level job. Five years of working experience required.” It’s just, no one can fit into a job description these days because it looks like they’re asking for unicorns.

So, what do we do as individuals in the workplace who want that job? We take our resume, we put it all in there, we pack everything we can into it so that we can be the superheroes who will fill that role. So, we’ve got a matching process between superheroes and job descriptions. It’s not doing anyone any good to find fit. It’s just two people trying to sell each other on a fit. Sales is not fit.

So, that’s what the one in a hundred looks like. You’re trying to convince somebody that you’re better than the other 99 on the dimensions you’ve read about in the job description using the lines of your resume. The one in the three? That’s the person who doesn’t just have the resume with all the stuff in the words, but actually can explain the spaces in between the roles, can talk about the trajectory.

It doesn’t have to be a line. It can be a zigzag. Most of us zigzag all the time. That’s how we make progress. If it looked like a straight line, then it’s just progression, which is fine, but most of us don’t look like that, and we haven’t written a book for people who are on a progression because they know where they’re going next. That’s the one in three, though.

The one in three is the person who actually has an explanation, a story spine that makes sense for the zig and the zag, that makes the person who you’re talking to convinced that actually this is the right role for you because you will grow in the role and the role will grow with you, and the organization and the individual will both benefit.

Pete Mockaitis
Understood. So, we’ve got the story, the context, the whole picture, it fits together, and there seems to be a real deep congruence or rightness about it. That’s cool. I want to follow up on what you said about the lawyers. The lawyers want the job descriptions to sound like anyone could do them. Could you expand on that? What’s this behind the scenes for us that we should be aware of?

Ethan Bernstein
Oh, so for years, organizations have structured job descriptions to allow the hiring manager as much flexibility as she or he wants to hire the person they ultimately find for the role.

Pete Mockaitis
In order to protect them in the event of a liability situation, lawsuit.

Ethan Bernstein
Right. Exactly. Well, I don’t know if it’s just to protect them, to ensure that they can say “This person fits within the job description that we ultimately found.” I’m not an employment lawyer so I’m not going as far as pretending to be one. My law degree did not take me that far. But there is a degree to which it permits them flexibility as a hiring manager, because there’s just enough in there that anyone could fit the job description.

That’s kind of the problem, isn’t it? Anyone can fit the job description. We actually suggest shadow job descriptions that the manager can share so that people understand what the role actually does require as opposed to what could potentially be the shape and form of the job.

Pete Mockaitis
Understood. Well, it’s funny, this actually never occurred to me that the job descriptions are formulated with an intention other than clearly describing the job and who might flourish within it. Call me naive, Ethan.

Ethan Bernstein
Well, I’ll tell you, I, oftentimes, when I’m talking with people about this, will ask a poll question about how much jobs descriptions describe the work that people are ultimately doing in their roles. Some people come out in the 80 to 100 percent, but it’s a small number. Most of the time, most of what we’re actually doing, we don’t remember being in our job description, or we don’t think our job description really prepared us for.

And that’s because, if you track the history of job descriptions, where they came from and how they’ve developed, they really weren’t necessarily designed to do that over time. They’re designed to do something else. They’re designed to provide the hiring manager with the flexibility she needs in order to hire the people that she wants to hire.

Pete Mockaitis
Okay, inside scoop, behind the scenes. Thank you. Well, let’s say that we’ve gone through a lot of these steps and it’s like, “Okay, wow. This is really clear. I need to make a change, and this is sort of what it looks like, and, boy, we’ve got an opportunity that looks appealing, and maybe we’re going to apply,” but there’s some just emotional stuff in terms of there’s some fears, some anxieties, there’s the devil you know. How do you advise folks when their head says, “Yeah, we got to get out of here and go in a direction like this,” but internally they’re feeling fear, anxiety, and really not sure about taking the steps, making the leap?

Ethan Bernstein
Development is a social process, we know that. So, therefore, is moving. If you’re not actively talking to people about your development goals, ideally people at work, then you’re going to end up in a situation just like you described, “I’ve gotten eight steps in and now I’m feeling very anxious because what I have in my mind and what the world around me thinks of me, we’re on two different wavelengths at this point.”

So, every step, of that nine steps, for us, is social. The pushes and pulls, we actually have a chapter in the book for mentors to be able to train up on how to do that job, that interview. What Bob Moesta, our co-author, developed with Clay in terms of the protocols for conducting an interview on Jobs to be Done, and then they do it together.

Each step, actually, involves other people. That should have a huge impact on reducing the fear and anxiety you’re talking about before it becomes overwhelming, before it becomes such a block that people simply don’t move forward. It is counterintuitive because most of the time, we don’t want to, don’t feel comfortable talking about this at work, but maybe that’s because we haven’t had a common language, we haven’t had a common framework, we haven’t had, Pete, the two-by-two.

But, more importantly, we haven’t had a process that we could bring to the table, that individuals could bring to the table, to make use of the assets, the people around them, because my field has been saying for decades. “Lead your self-development, this is great. It gives you all the flexibility in the world.” We were talking about this, to create your own journey, and we just haven’t given people the advice and the means for doing it. If we do, maybe they’d be more comfortable making this a social process.

Pete Mockaitis
Okay. Well, Ethan, tell me, anything else you want to make sure to mention, top do’s and/or don’ts, before we hear about some of your favorite things?

Ethan Bernstein
Don’t talk about what you’re going to be. Talk about what you’re going to do. Don’t focus on strengths and weaknesses. Think about your assets and liabilities instead. Don’t do this alone. Be social in the process. I know it sounds very counterintuitive, doesn’t it, based on how people typically do this.

But I guess I would conclude with don’t keep expecting more from each other. So, this is a conversation, ultimately, in most organizations between the individual, the manager, and HR. Each of those parties has had a bit of a history for pointing the finger somewhere else. HR says, “Managers don’t have time.” Managers say, “I don’t know what the employee wants.” Employee says, “No one wants to listen to me.” This has to be a joint endeavor.

And so, top do? Don’t keep this a secret. People are very open, typically, to understanding what you’re trying to achieve. And the less you say as an individual, the more people think that what you’re needing in terms of progress is big rather than small. Whereas most people, when you really dive down, are just looking for little bits of progress over periods of time.

As a manager, don’t ignore the fact that we’ve given you 30 pushes and pulls. We’ve given you the reasons why employees quit. Many employees quit. So why not use those to have a conversation about which might be operating or not operating with the people that you’re working with, and see if you can’t start a conversation which people leaders are aware of how their individuals are feeling on those dimensions that matter for making them potentially move?

And then HR? Track it all. Because quests do change over time, but they don’t change over days. So, if you have a sense for what people are trying to achieve, you’re much more likely to both make them productive, as opposed to quiet quitters, and you’re much more likely to retain them than using the tools that we’ve been using forever, which include things like, frankly, money. Money’s great. Everybody would like more money. Everybody would like a better work life.

Everyone would like all these things, except when you give it to people, we, it affects us for a little while, and not so much after that, because in the end, we each have our own definition of progress. And if you’re not aware of what that is, either as the individual, the manager, or the HR person, you’re not actually customizing the employee experience to the person who you’re trying to keep.

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

Ethan Bernstein
I’m going to go to a Mark Twain quote, given where I am in the world. “The two most important days in your life are the day you were born and the day you find out why.” And every time I hear that quote, I’d love to ask him a question, “What on earth am I supposed to do in between?” The answer is, make progress. And, hopefully, some of this advice helps everyone out there not just be awesome at their job but make progress in it as well.

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

Ethan Bernstein
Chalk. Believe it or not, at the Harvard Business School, we still have chalkboards. You know why?

Pete Mockaitis
Tell me.

Ethan Bernstein
As opposed to whiteboards, this is at least my understanding of it, at least as opposed to whiteboards, when you write with chalk on the board, people hear it. You’re actually working with the students to make progress together in the classroom. And that’s why I love chalk because the sound, and the work together, putting their comments on the board, because I’m not writing my own thoughts, I’m writing theirs, goes from blank slate at minute zero to full board at minute 80, structured in a way that we actually understand how we’ve all contributed actively to the conversation and the progress we’ve made together.

Pete Mockaitis
Beautiful. That’s poetic. Yeah. And a favorite habit?

Ethan Bernstein
I have a six-year-old and a 12-year-old. My favorite habit is reading to them every night.

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

Ethan Bernstein
Maybe I can answer that question and anticipate your question about my favorite book at the same time. I, oftentimes, will end my course with a children’s book that I then rewrite for the lessons of the course. It does turn out, though, you don’t need to rewrite that much. Yes, pull out the red pen, cross out some lines here and there, make it more focus to the course, but you can learn a lot from a book like Pooh’s Instruction Book.

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

Ethan Bernstein
I’m at e@hbs.edu, just the letter E.

Pete Mockaitis

That’s really cool. That’s one of the shortest email addresses I’ve ever encountered. Beautiful.

Ethan Bernstein

Seven characters without the period and the @ sign, yep.

Pete Mockaitis

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

Ethan Bernstein

Think about the next one now.

Pete Mockaitis

All right. Ethan, this is fun. I wish you much lovely progress.

Ethan Bernstein

Thank you, Pete. This has been fun. I really appreciate the questions.