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1098: How to Achieve Your Biggest Goals through Self-Persuasion with Jay Heinrichs

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Jay Heinrich reveals how to unlock your best self using the ancient techniques of rhetoric.

You’ll Learn

  1. Aristotle’s lure and ramp method for making progress
  2. Why to make your affirmations as silly as possible
  3. Powerful reframes for failure and impostor syndrome

About Jay

Jay Heinrichs is the New York Times bestselling author of Thank You for Arguing. He spent twenty-six years as a writer, editor, and magazine publishing executive before becoming a full-time advocate for the lost art of rhetoric. He now lectures widely on the subject, to audiences ranging from Ivy League students and NASA scientists to Southwest Airlines executives, and runs the language blog figarospeech. He lives with his wife in New Hampshire.

Resources Mentioned

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Jay Heinrichs Transcript

Pete Mockaitis
Jay, welcome!

Jay Heinrichs
Thanks, Pete.

Pete Mockaitis
Well, I should say welcome back. It’s been nine years, and I’m still podcasting. You’re still talking about persuasion. So here we are.

Jay Heinrichs

Yet you don’t look a day older.

Pete Mockaitis
Oh, you’re too kind. I’m sure that’s not true. Three kids and more have materialized in the intervening period. But I’m excited to chat about your latest work, Aristotle’s Guide to Self-Persuasion. And, yeah, I think that really resonates because, I think, many of us find ourselves wishing we were more persuasive with ourselves to get to the gym or any number of things.

Could you share with us, perhaps, one of the most surprising discoveries you’ve made about us humans and self-persuasion over your years of researching this stuff?

Jay Heinrichs
Yeah, you know, I was really stuck with this because rhetoric, which is my beat, as you know, the art of persuasion, has to do with manipulating other people without their knowing it, essentially. It’s a dark art. And what do you do when the audience, as we say in rhetoric, is you, is your own lame, not gym-going self?

So, I was kind of stuck in life for some years ago when my wife said, “Why don’t you apply all those cool tools of persuasion on yourself?” She was thinking, maybe this would put me in a better mood and get me in better shape and all that good stuff. And I said, “Well, you can’t. You can’t do that with yourself.” But my wife is really smart, I do everything she says.

So, I went back and did a deep dive in Aristotle, who wrote the original book on rhetoric, as you know, and discovered a book I hadn’t read by him, crazily called On the Soul. And I say that’s crazy because his idea of the soul is nothing like what we hear about in church or temple. It has to do with, like, your most noble self, the person you wished you saw in the mirror. And Aristotle actually thought that might even be an organ in your body.

A later philosopher said he found it, he said, “Your soul is located within your pituitary gland,” so now you know. But so, the fact that that soul, if I could really understand what that meant and then convert that soul into the audience, the person I was trying to convince, that I was better than it seemed to be, then maybe that was a way I could persuade myself. And it led to a really, really interesting year, in particular, where I experimented on myself.

Pete Mockaitis
Well, that’s very intriguing, indeed. Okay. Well, we just can’t let it lie. How’s the soul in the pituitary gland now?

Jay Heinrichs
Well, I think it has to do with things that sort of trigger your motivation. But I am no biologist and the guy who said that was Rene Descartes, who lived a long time ago, so I’m not sure he knew either.

Pete Mockaitis
Okay, got you. Well, but, in a way, I think there’s some wisdom to that, in that which we naturally intrinsically find delightful or dreadful has a tremendous steering force into the shape of our destiny.

Jay Heinrichs
No question about it. The other thing is what we feel ashamed of, and that long-term shame we call guilt, that stops us from things. Also, our sense of identity, like who we are. It’s funny, because I brag about how good I am at napping all the time. I’m a champion napper. And when I tell people that, after they get past that big napping ego of mine, they, invariably, say, “I’m not a napper,” or, “I don’t nap.”

Pete Mockaitis

That’s who I am.

Jay Heinrichs
And that’s a way of saying, “My soul doesn’t nap. I am not the kind of person who naps.” That’s an identity thing. And so, by getting in touch with the part of you that’s not screwing up daily, but actually is someone who would be meeting your goals, your best self, you actually can, by trying to convince your soul, that you actually are a napper, you become a better a napper. Your identity actually can change a little bit.

So, yeah, you’re right. It’s what we feel good about, what we feel bad about. But more than that, it’s sort of what satisfies us the most, what’s most important to us. Now, not to drone on too much about this, but this is what we’re talking about. One of the ways to detect who that soul is, who you really are deep down, is to plan your next vacation, which is super fun.

And if your vacation, like your dream vacation, is the kind of place people already go, I mean, I talk in the book about the Mona Lisa. You go into the Louvre and, you know, it’s in a room and everybody is jumping up and down, holding their phones up so they could record the moment. What are they doing? It’s actually kind of a small picture. You can’t really see it all that well. It’s better to go online, you know, and see it.

Why are people doing that? It’s because that’s what’s expected of them, what they think a good educational vacation must be. That’s hearing from other people and not from your truest self. So, if you think about the things that you would really love to do that other people don’t, that’s not prestigious, you know, that doesn’t make a good Instagram photo, that’s what your soul is telling you. And that’s one of the ways you can detect what that soul is, according to Aristotle.

Pete Mockaitis
Yeah, that’s a good one. Or, I’m thinking about, when people sort of self-deprecatingly refer to themselves as a total nerd or dork for such and such a thing, I think that’s actually profoundly insightful in terms of, “Yes, you recognize that this thing that does not delight the vast majority of humans, intensely delights you. Go for it,” if it’s your nerd or dork, for productivity, or for the gym, or for process optimization, or for air flight, airline baggage processing. I know someone like that. I mean, that’s awesome. Like, lean into that.

Jay Heinrichs
I wish I had written that in my book. That is a great way to put it.

Pete Mockaitis
Oh, shucks.

Jay Heinrichs
This idea, where if somebody is saying, “I’m such a…” unless they’re saying, “I’m such a loser.” You are connecting yourself with your soul when you even think that way.

Pete Mockaitis
Yeah. Well, could you tell us maybe a fun story of either yourself and/or others – let’s do both, please – in which people, in fact, did some Aristotle-style self-persuasion and were able to see some cool transformations from it?

Jay Heinrichs
Well, let’s talk about me.

Pete Mockaitis
Oh, certainly.

Jay Heinrichs
And the reason why is, I actually was skeptical about this very idea that I could use these tools of rhetoric for myself? Now, my background is as a journalist, so naturally I’m skeptical of everything, and I’m not just going to jump into stuff without really getting the facts right. Well, how do I do that when I’m talking Aristotle?

Well, what I did was I decided I would have a year-long experiment, where I would try to convince myself to do something stupid and pointless, and really, really hard, and make myself believe that it was the most awesome thing I had ever done. I mean, that’s a way to persuade myself.

And then, in order to accomplish that goal, I had to completely change my habits, my diet, my whole workout strategy, and all the rest.

Pete Mockaitis
Stupid, pointless, and hard.

Jay Heinrichs
Stupid, pointless, there’s a book title for you. So what I did, and talk about my being a nerd in the truest Aristotelian sense, when I’m stuck on anything, my secret delight, well, not so secret now, is to go to the Oxford English Dictionary and just look words up.

And I thought, “I wonder if hyperbole is a trope?” Now, why was I doing that? It was because I’m really interested in tropes, which change people’s idea of reality. If somebody says, “This is shovel-ready,” a project is shovel-ready, that changes people’s opinion of what that project might be. When we’re going to invade a country, we talk about having boots on the ground. We’re not throwing boots out of helicopters. Boots are involved, but not that directly.

Pete Mockaitis
It’s very visceral. You imagine, “Yeah, there’s a shovel going into there,” or, “There’s people marching. Okay, I’m right with…” or, “We’re wheels up.” It’s like, “Okay, I got what you’re saying. Not just, we’re kind of ready to go. It’s like, straight up, the wheels are up.”

Jay Heinrichs
You get it, yeah. So, it simplifies things but, at the same time, it changes your idea of what that even is, and it creates a kind of a vision in your head. So, I was wondering, “Isn’t hyperbole that?” in the sense that, when someone exaggerates something, they start seeing something different, they start thinking bigger, in a way, even while they’re being skeptical about whether this thing is just exaggeration.

So, anyway, I look it up in the Oxford English Dictionary, and I knew that hyper comes from the Greek. It means above or beyond. What does bole mean? Well, it turns out, it’s where we get the word ball from. Now, talk about being a geek, I’m doing that right now. And it also means to throw. And I thought, “Hyperbole means to throw beyond.” And the Greeks were so good at this in coming up with things.

Like, this is the trope that throws beyond things, goes farther. And I thought, I had this instant image in my head of being like a dog who can throw its own ball. I was going to throw this ball into the distance and chase after it, and see if I could catch it. And I thought, right away, something I’ve always wanted to be able to do is to run my age up a particular mountain.

There’s a mountain in New Hampshire where Olympians test their oxygenation, their VO2, and their lactate removal and all that stuff.

Pete Mockaitis
Okay.

Jay Heinrichs
Only a dozen people had ever run their age up this mountain, which is running to the top of this 2,800-foot elevation gain, 3,800-foot mountain in 3.6 miles in fewer minutes than they’re old in years. In other words, if you can go from the trailhead to the top of this mountain and you are 30 years old and you do it in 29 minutes, you have run your age, if that makes sense.

Pete Mockaitis
Yeah, you better start soon.

Jay Heinrichs
Exactly. And I’m way too old for it. Now, the good news is, the older you get, the more minutes you have to run this mountain. But no one had ever done it over age 50. And two physiologists had said, they thought it was probably impossible. That your body can’t remove the heat, the lactate, your oxygenation is going to be, your VO2 is going to go lower from year to year, plus, the power you need goes down pretty dramatically after age 30.

They were telling me all this stuff about why it’s impossible, and I thought, “That’s perfect.” You know, all I need to do is to convince myself, in a way, that makes me put in the effort. And if I don’t achieve it, well, I have a great story. I’ll still write a book about it. Well, so I spent the next year losing 28 pounds, and I was already fairly skinny, so I had less to hoist up the mountain.

I was working out four hours a day. Our income went down dramatically, along the way. And the whole time, I was coming up with all these rhetorical strategies, these tools to convince myself that this is awesome, that I’m the kind of person who can do this. I actually reset my time zone so that I would start getting up at 4:00 in the morning in order to have the time to do this. And I’m still in that time zone. I call it Jay-light saving.

So, the only problem with that is no one else is on that time zone except for my wife. So, it makes me very boring at night. It’s like, “That’s not my time zone. I’m not going to that party.” But as a result, I ended up achieving more than I ever thought I could, in part, because I was using all these very particular tools. So maybe we can talk about some of them. But I won’t tell you whether I actually accomplished that goal. You have to read the book.

Pete Mockaitis
Oh, look at you now, Master Rhetorician. What do we call that, the withholding of something to stoke intense curiosity? There’s got to be a word for that, Jay.

Jay Heinrichs
Well, in Greek it’s called the tease. No, that’s English.

Pete Mockaitis
Okay. That’s very straightforward. Jay-light savings time. Well, it’s so funny, boy, you say that challenge, I was like, “This feels like this was made for Peter Attia to work on.” If you know that guy.

Jay Heinrichs
Yeah.

Pete Mockaitis
So, understood. Stupid, pointless, and hard. First, I got to double-check that. When you first conceived of this, did a part of you light up, like, “Oh, that’d be so awesome”?

Jay Heinrichs
I have to admit, yes, I did. In part, because I had, in my youth up until mid-40s, been an avid trail runner. I mean, I loved the outdoors, and I wasn’t great at it. I was an enthusiast. And every year, I had been the last person to run up Moosilauke on the annual time trial up the mountain. I was terrible.

In fact, to show you what kind of an athlete I was, no one ever thought of me as an athlete until, one day, on that very mountain, the night before, I had had a book come out, and friends held a book party for me to celebrate the publication. And late in the evening, a really good friend showed up with a bottle of Scotch. I’d already had quite a bit of champagne.

We killed that bottle of Scotch at about 3:00 o’clock in the morning. And at 11:00 o’clock, I was running up, or trying, to run up this mountain. I actually made it to the top where I was violently ill. And the coach who was timing the finishers at the top, who knew me, came over and asked if I needed an evacuation. And I said, “I’ve been evacuating all the way up the mountain. You don’t want to go down that trail.”

Pete Mockaitis
Hotdog.

Jay Heinrichs
And so, all these amazing ex-Olympians, afterward, down at the base when I staggered back down, holding my stomach, they had heard what I had done and they couldn’t believe that I had done that much drinking almost all night and still got to the top of that mountain. They didn’t care what my time was.

From then on, they started inviting me to run with them, and I was like part of them. All of a sudden, I was an athlete and it was because all I had accomplished was struggling up to the top. Now, I thought, when I was reading the Oxford English Dictionary, and thinking about hyperbole, I thought, “What if I actually could do something truly athletic, like be the first geezer, old guy, you know, to run his age up to that summit?” And that became a different kind of goal.

Now, why is this important in an Aristotelian sense? It’s because my soul, my truest sense of self, is an enthusiastic outdoorsman and the athlete I never was. And one of the things that Aristotle talks about is in order to be happy, you need to be able to separate your daily self from your truest self, your soul. In other words, all your bad habits aren’t your truest self. Your good habits are. And what are they and how do you get there? Well, that’s how you have this, you know, dialogue with your soul.

And so, I really was thinking about this immediately with that term hyperbole, to throw myself beyond, “Well, who’s myself? And how am I throwing it?” Well, my truest, deepest self is way better an athlete than I had ever proven myself to be with my daily habits. And that led to new daily habits that I continue to this day.

Pete Mockaitis
Well, before hours of training a day and substantial income sacrifice, I, first, got to ask, what did the wife think about this process?

Jay Heinrichs
My wife makes benefits. That helps a lot.

Pete Mockaitis
But she was encouraging you along the way?

Jay Heinrichs
She was. She said the scariest four words I’ve ever heard when I told her what I wanted to do. She said, “I believe in you.”

Pete Mockaitis

Oh, wow.

Jay Heinrichs
And it was like, “Oh, my God, now I really have to do it. And I have to do it well,” you know? So never mind my soul, it’s my wife, for crying out, my soul mate.

Pete Mockaitis
Yeah. So, let’s hear some of this rhetoric. I imagine there are days when you didn’t feel like doing the training. What does one say to themselves in such situations?

Jay Heinrichs

Well, so one of the biggest things, Aristotle was the original and still the best, I think, philosopher of habit, and he kind of talked about how to do that. And one way to do that was he created what I call the lure and the ramp. The lure is something you really want, an outcome you would love to achieve or get. The ramp is this idea that you don’t launch yourself into doing awesome pushups right away or working out for four hours for that matter.

So, the first thing I thought was, “Okay, I need time. I need to carve out a particular amount of time, and this would be time for me, starting with two hours.” And so, I waited actually until the time zone changed to Standard Time from Daylight Saving, where the US government grants you and me with an extra hour every day before they take it away with Daylight Saving in the spring.

So, already, all I had to do was set my watch back or keep it the way it was, essentially, to get up the same time I had been getting up, regardless of what the time zone told me. And that already saved an hour. And then I ratcheted it up again another hour after a while. Now, I didn’t start working out. I didn’t start doing anything for meeting my goal of running up a mountain except for reading.

I read inspiring books about running and the outdoors and trail running and that sort of thing. And then I segued to harder books on physiology to see what I could do. Not working out. Then gradually, I got so bored with the physiology books that, actually, an indoor workout started sounding pretty good. And then after a while, I really wanted to go outside. So, I started running outside with a headlamp in the early dark.

And so, just little by little, over a course of about nine months, I finally built up to the full, brutal four-hour a day schedule. That’s the ramp. So that was one thing. Too many people make this mistake when it comes to any kind of habit during the day, I think. One is they set their goals too low.

When you hear about exercise from your doctor, the doctor is so used to patients just not doing anything they’re supposed to do, they’ll say, “You know, walk 20 minutes a day. It won’t do a lot of good, but it’s better than nothing. And that’s all you might be able to do if I can get you to do that.” Or, other people will set unrealistic goals and then launch into them immediately and realize how hard it is. And every time they reach a setback, they decide they’re incapable of it.

And that’s where the ramp really can come in. So, one of the things I encourage people, for any new habit that’s going to take time, carve out the time. And one way to do that is to think, “What’s the most wasted time of the day?” And for me, it was watching videos at night, like total waste of my time. Plus, you know, the streaming services now kind of suck. The content has gotten worse.

Pete Mockaitis
You’ve already seen all the good shows.

Jay Heinrichs
Exactly. After COVID, they stopped making a lot of it. So, anyway. So, carve out that time by simply going to bed earlier and getting up earlier. And I decided to glamorize the whole thing by calling it Jay-light saving, my very own time zone. That’s one thing, you know, the time and then just gradually building up.

Now you mentioned what happens if you’re kind of stuck and you just can’t motivate yourself. I was almost ashamed to write about this because I was reading also a lot of neurology books, talking to experts, brain and mind experts, and reading a lot of journals to see where rhetoric intersects with science, which I’ve been doing for many years.

And you know about affirmations, that things you tell yourself, actually they work. And here, I wanted to come up with this innovative new stuff. One of the best things to do was I deliberately came up with stupid expressions that I knew would make me embarrassed to say them aloud, and I would say them aloud. Again, this is a way to kind of talk myself into believing things.

Pete Mockaitis
Is it more helpful if they’re stupid?

Jay Heinrichs
I mean, yes, in one sense. There’s this concept that Aristotle wrote about called receptivity, and modern behaviorists call it cognitive ease. And if you’re smiling, you’re more persuadable. If you could get people, see, I’m persuading you right now, you’re smiling. So, saying something stupid can make you smile, even if it’s an embarrassed smile, and that actually kind of changes the brain and makes you more receptive to new information or new ideas.

Now, here’s the other thing I discovered though, which is, the ancients had this expression that’s very rhythmic called the paean, which now means, you know, song of praise or a speech that praises somebody. But what it originally was, was a god of healing, or a god that protected all the other gods on Olympus, or wherever.

And soldiers, as they were running into battle, with their spears and shields and everything, would pray to the god Paeon to protect them. And at the time, they believed that if you did it with a kind of rhythm, the way a lot of our prayers and hymns are now in, say, church, it would work better. Like, the god would listen if we did it with a rhythm.

Later, Cicero, the Roman rhetorician and orator, said what that rhythm was, and it was like this combination of short and long syllables. I know this is getting in the weeds, but it really worked for me because, if I could do things that maybe rhymed or had a particular rhythm, it would work better. And if you look at Madison Avenue of slogans, and by the way, those paean war cries became known as slogans, which was the war chant was originally a slogan.

If you look at corporate slogans today, “Bet you can’t eat just one,” that is a perfect paean. That has the same rhythm as what, apparently, ancient Greeks were running in a battle to murder each other saying aloud. Same kind of rhythm. Now I did that saying to myself, “I’m strong and light and taking flight,” and a bunch of other things I did.

And what I did was I repeated them over and over and over and over again, and, “My legs love rocks. I flow up rocks.” And I would do that, and the repetition itself strengthens the ventromedial prefrontal cortex, the part of your brain that interprets reality. In other words, you can literally change the reality in your head through repetition.

Pete Mockaitis
Well, yeah, so, “Bet you can’t eat just one.” Give us a few more examples so we can feel that rhythmic groove as we’re crafting our own.

Jay Heinrichs
New York Times, “All the news that’s fit to print.” Bounty, “The quicker picker-upper.” So, it’s a combination of short and long syllables, and you don’t have to get too precise to do it. I mean, what Cicero said was it should be a combination of short and long syllables. I see no evidence in science, not that it’s been tested that much.

But, yeah, I mean, the idea is to come up with something that sounds rhythmic, and rhyming can help as well, that gets you out of a daily pattern of speech. I think that’s what it’s really about. It’s got to sound kind of different and weird, in a way, and that makes it stickier.

Pete Mockaitis
Yeah, boy, this is reminding me of so many random little tidbits. And I’m thinking about Cal Newport, a guest of the show, Deep Work. He says something kind of silly at the end of his work day, as he’s sort of like wrapping up, finishing the last emails, shutting down the computer. And he says something like, I think even robotic, like, “Shut down sequence complete.”

And so, you know, it’s goofy, but sure enough, I mean, it has cemented that habitual work groove of, “Yeah, and I don’t check my devices after work. I’m with my family, I’m doing things, and it’s working fantastically for me.”

Jay Heinrichs
That is a paean, “Shut down system complete.” So, the nerdiest basketball fans are in the Ivy League. If you watch an Ivy League basketball game, you’ll hear people yell the perfect paean, “Repel them. Repel them. Make them relinquish the ball.”

Pete Mockaitis
Relinquish, a lot of syllables there.

Jay Heinrichs
And that is really like, “Shut down system complete.” It’s the same kind of thing. And I bet it does him wonders when he does that. It makes him feel as if he has truly accomplished something during the day.

Pete Mockaitis
I’m also thinking about how we had Dr. Steven C. Hayes, who’s famous for promulgating ACT, acceptance and commitment therapy, talks about these words, phrases. Defusion, he calls the practice. If you say a word over and over again or put it to music, it sort of changes your emotional relationship to that, or if you replace it with something.

And he also mentions about perfectionism. Often when we do something, and if you struggle with perfectionism, it’s like you hear the critique of someone else’s voice about how you’re doing it wrong or not up to their standards. And this is recent, and talking about the silly things we do, before, I used to get in this mental habit loop, which is not at all productive, where I’d hear some other voice criticizing me for something.

And then I would get defensive, it’s like, “Well, no, it’s necessary because of this and this and this. I’m not concerned with that right now. And right now, the focus is that…” whatever. And so, then you are kind of worked up, it’s like you’re having an argument with nobody. And so, now I’ve recently decided, just to be silly with it, I sing.

And if I hear that critical voice, I respond with the song, “The Reason” by Hoobastank, because I thought it was just sort of, you know, cheesy lyrics, “I’m not a perfect person, there’s many things I wish I didn’t do.” And so, it just makes me chuckle like, “Ha, ha, ha, that’s silly.” And then I can just move on much faster.

So, you’re really connecting some dots in terms of, if we make it silly and repetitive, we really do have a different internal emotional response, which flows into downstream results.

Jay Heinrichs
And not only that, but it slightly shifts your whole idea of reality and your own identity when you do that. And there’s lots of science that backs this up. So, that idea that you’re singing something really silly, I mean, to me, the pointless and stupid part of the goal was partly responsible for my believing that I could achieve it.

Because it wasn’t just like, “It’s impossible. It’s physically impossible. Who am I? I’m no physiologist.” Physiologists tell me I can’t do this. And yet, you know, when I smiled, thinking about it, it made all the difference.

The other thing is, you mentioned perfectionism, and one of the things I was deliberately trying to do was to factor in failure. So, the question was, “Is this goal so awesome that I can fail up?” I was 58 years old when I attempted this run up the mountain, and I did it on a single day, which happened to be my birthday where I gained an extra minute to run up this mountain overnight. I had an extra minute.

And I thought, “Well, if I run it in, like, 59 or 60 minutes, does that make me a bad person? That is a really good time to run up that mountain.” And I thought, “Yes, it would be a failure. I would not have achieved my goal of running my age. I couldn’t brag about being the 13th person in history ever to do it. On the other hand, it’s pretty awesome.” And I think that that’s something when you create.

I actually talk about a capital H, hyperbole, like, “What’s your Hyperbole? What do you want to do?” And it could be, it doesn’t have to do with athletics or anything. It could be learning a musical instrument and then heading to Paris and busking on the streets, you know. Or, you know, learning how to cook for the very first time and serving this amazing meal to a crowd of people you don’t know, you know, something that just sounds ridiculous and impossible.

But the whole idea of what your Hyperbole is ought to build to, “All right, if the dish fails, if you can’t get on the streets, if nobody throws money into your hat, or whatever, on the streets when you’re singing, is that a failure?” Yeah, it is. You have to recognize that. But it also gives you a very different opinion of what failure is. You’re so much better than you were before.

Pete Mockaitis
Yes, I like that a lot. And it’s, as opposed to some failures, it’s like, “Well, now I’m in a tight spot because I risked all my money on that venture. Whoopsies.”

Jay Heinrichs
Yeah. Well, and there is a matter of framing. That’s another rhetorical tool that I found to be hugely important, which is, “All right, what is that tight spot, really? And what is there to be gained from that spot?” Such as, “This is not a failed company. It’s an education. And I would have spent that much on college.” I mean, that would be one way to reframe it.

In my case early on, one of the problems I had, when I planned to run my age up this mountain was, I was having trouble walking. I had this terrible ailment called snapping hip syndrome, an extreme version of it, where your iliotibial band, the tendon that runs up your leg into your hip, was catching on the hip bone on both sides. And when it did that, I’d literally fall to the ground.

The first time it ever happened, I was actually in a meeting back when I had a legitimate job as a manager. I was chairing this meeting. I got up at the end of it, and I literally fell to the floor, and I had to go to do a presentation. My staff ran out and bought me a cane. How embarrassing is this? The cab driver, this is pre-Uber, helped me into the cab. And then I sort of limped, like on one foot, into this client’s meeting where I had to do this presentation in severe pain.

So, nothing worked, by the way, to get me past this. And my doctor said, “I know a guy who might do something with you.” And this doctor had only performed this experimental procedure once, and he said, “Hey, you got nothing else. You want to try it?” “Sure,” I said. And it had to do with several hundred shots of dextrose sugar water in my hips and buttocks.

A hundred-fifty shots the first time to sort of flood the zone of the nerves so that what was happening is, and this is common with a lot of hip problems, the pain causes your muscles to tighten up, and when they tighten up, that pulls the tendon even tighter. So, in order to get me to be less tight, he had to cause severe pain over and over again. It actually worked.

But as I’m lying there, I started thinking, “This isn’t just painful. It’s not PT. This is part of my training. This is the first part of my training. This is what’s going to get me up the mountain.”

I also thought, I went back to what I’d learned from the ancients who said that suffering is a skill. Suffering is not something that you feel sorry for yourself for. It’s something you can feel proud of because you can get through it. You can overcome it. And the more pain and setbacks in your life, the more that proves what your soul really is.

And I was thinking, “I can get through this. I’m pretty good at pain,” you know, even while I’m brightly crying. I’m saying to myself, “You know, I’m really good at withstanding pain.” And running up a mountain is a very painful thing to do. This is preparing me for it. All this is reframing, changing the definition of what the issue is.

Pete Mockaitis
Thank you. Well, I’d also be curious, if we’re having some internal dialogue that sounds sort of like imposter-y sort of vibes, imposter syndrome, like, “Who are you to think that you can possibly blah, blah, blah, blah?” What would be the self-persuasion approach to tackle those?

Jay Heinrichs
Aristotle would say to think analogously, which is to compare one thing that you can do with something that you don’t think you can, and find that there’s a connection there. So, for example, the first time I ever took on a really big management job, where I was responsible for a total of 300 people, and I am an off-the-charts introvert. I actually don’t like managing people, so this seemed not me in any way.

And I thought, “Well, what is managing people? What does that start with?” It really starts with a kind of organization and getting people to understand what that organization is, how all the parts fit together as a kind of system. If people buy into that, they can feel part of something larger than themselves. That’s not, I will never write a business book about this, but that was the way I was thinking at the time.

And I thought, “The problem is I’m not that systematic a guy, and I have no idea where to start with this job.” But then I thought, “Other than napping, my greatest skill is loading dishwashers. I am really proud of it. Ridiculous as it is, I’m proud of it.” And I thought, “That’s organization. I know how things move together with different shapes.”

And I thought, “This is what management is. It’s dealing with people with different personalities and skillsets. And sometimes people are in the wrong place. Sometimes they need to be moved around a bit, or maybe their purpose has to change or whatever. And that’s just dishes in a dishwasher.”

Now, it’s not, but the fact that I started thinking that way, that made me, helped me overcome my imposter syndrome, because I was thinking, “You don’t suck at organization. You’re really good at it.” And just keep repeating that to yourself, “Think dishwasher and you’re good to go.” That’s my belief.

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

Jay Heinrichs
Let’s just talk about my favorite things.

Pete Mockaitis
Okay. Can you share a favorite quote, something you find inspiring?

Jay Heinrichs
“Audi Alteram Partem,” which means, “Hear the other side.”

Pete Mockaitis
And a favorite book?

Jay Heinrichs
I listen to nonfiction audiobooks. And the one I’m totally in love with, I had never gotten around, is The Boys in the Boat about this rowing team in the Berlin Olympics in 1938, of these ne’er-do-wells who won the gold medal.

And it is a book about not just teamwork, but goal-setting and motivation. I think anybody who works for a living should read this book, especially if they want to become a manager. It’s absolutely, and it’s a page-turner, though it’s an audiobook.

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

Jay Heinrichs
The biggest go-to I hear from my readers is the idea of paying attention to whatever tense you’re in, especially in a difficult conversation. So, you want to be able to switch, to pivot the tense to the future, because the past has to do with blame and mistakes that were made, or that never worked.

The present has to do with good and bad and who’s good and who’s bad. And it’s where you get a lot of name-calling going on and tribes forming. If you can say, you know, “Let’s switch to the future. Let’s talk about how we’re going to solve this problem,” good things happen.

Pete Mockaitis
And a favorite habit?

Jay Heinrichs
Jay-light saving, man. Just become very unpopular in the evening, but accomplish goals in the morning.

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

Jay Heinrichs
I’m on Substack, like so many people, but I do a weekly email about motivation and persuasion, that sort of thing. I have a website, JayHeinrichs.com. And then you’ll find me in all the fine social media places.

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

Jay Heinrichs
I would encourage that idea of time zones. Create your own, I’m serious about this. It’s the single thing that changed my life the most. And I think I would have been better back when I had legitimate jobs if I had done that.

Pete Mockaitis
All right. Jay, thank you.

Jay Heinrichs
Pete, it’s such a pleasure. I love talking with you. Let’s wait less than nine years.

Pete Mockaitis
I’m in, yes.

1024: Crafting your Own Ideal Time Management System with Anna Dearmon Kornick

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Anna Dearmon Kornick shares essential tools and tricks for managing your time and energy well.

You’ll Learn

  1. What most forget when planning out their day
  2. How to keep little tasks from distracting you 
  3. How to arrange your week to maximize energy 

About Anna 

Anna Dearmon Kornick is a highly sought after time management coach and keynote speaker, top 1% globally ranked podcast host of It’s About Time, and founder of the It’s About Time Academy. A true Louisiana firecracker who has become known for making time management fun, Anna helps busy professionals and business owners struggling with overwhelm manage their time using her personality-driven HEART Method.

Building on more than a decade of experience in the fast-moving, high-stakes world of political and crisis communications, it’s no surprise that Anna thrives on creating order out of chaos. Early in her career, she wrangled media for a Lt. Governor and managed the hectic schedule of a U.S. Congressman. Her rapid response background and relentless approach to problem-solving position her as the go-to expert for purpose-driven time management for busy professionals.

Resources Mentioned

Thank You, Sponsors!

Anna Dearmon Kornick Interview Transcript

Pete Mockaitis
Anna, welcome!

Anna Dearmon Kornick
Hey, Pete, how you doing?

Pete Mockaitis
I’m lovely. How are you doing?

Anna Dearmon Kornick
I’m doing great. Thanks.

Pete Mockaitis
Well, I’m excited to hear some of your time management wisdom. You have had some cool experiences from wrangling some hectic schedules in your professional world, so, I’d love to hear any really surprising insights about time management that you know and we don’t, but we should know?

Anna Dearmon Kornick
Well, I’ll tell you an insight that I learned very early in my, I guess you could call it time management career. My first job straight out of college was as a scheduler to a United States Congressman.

And my very first week on the job, I was so excited to dive in and create the most perfect schedule anyone had ever seen. And on day one, mid-morning on Monday, our chief of staff Clayton walks up to me, and he says, “Anna, we have a problem.” And my heart absolutely sank, I had no idea what I could have done wrong. And he points out that I’d forgotten something very important, and it’s something that a lot of us actually tend to forget.

And he shared with me that the boss was not a robot, and that he needed bathroom breaks built into his schedule. And I was absolutely mortified. And it was such an important reminder very early in my career that we are all human, and that taking breaks is just as important as making sure that there’s time allotted to get things done.

Pete Mockaitis
Yes, we are all human, and time needs to be allotted. As we’re having this conversation, this is the day that, well, President Jimmy Carter’s funeral is occurring in the Washington Cathedral. And I caught some of the news showing that live broadcast. And it was sort of a unique moment watching all these presidents.

Just sitting and waiting. Just like the rest of us, like there are times, it was like, “No, a funeral is about to start. We are sitting and we are waiting for things to occur because even though we are super powerful, wealthy, important, that’s just kind of a reality. Like, they, too, need bathroom breaks and need to eat and sleep and do all the things, though that’s not put on the news stations.” So I think that’s a great point right there, is that whether or not you’ve scheduled it, these things must happen.

Anna Dearmon Kornick
Yeah, exactly.

Pete Mockaitis
And when you’re in a highly scheduled environment, it sounds like that was your duty to literally put a line item in the calendar, which says, “Restroom.” Or, how is that operationally executed, if I may ask, Anna?

Anna Dearmon Kornick
You know, that’s a great question. It really looked like making sure that there was 15 minutes of buffer. Between every two meetings, there needed to be 15 minutes of buffer just in case, so often, when we think about time management, we tend to think about getting as much accomplished as possible and squeezing in as many things as possible into our day. But if that is the only lens through which we look at time management, we’re setting ourselves up for failure because the perfect day, maybe on paper, where you maximize every single minute of your day, it just doesn’t work in real life.

Pete Mockaitis
Well, it’s so funny, I’m so fascinated by the notion of scheduling every minute of another person’s life and what that experience is like for you when you’re fresh into your first kind of professional role there.

Anna Dearmon Kornick
I know it’s a crazy concept to think about that.

Pete Mockaitis
Yeah, so I guess help me out, literally, in that calendar, you’re having sleeping, waking up, and showering. Like, you have this written in there for every piece?

Anna Dearmon Kornick
Yes, that was all completely time blocked. So, I know your audience is no stranger to time blocking. It’s creating a block in your calendar that represents how you’ll spend that time, and we essentially knew that in order. So, as a congressman, as anyone in a high-powered, high-responsibility position, you have to divide your time in a lot of different ways. 

And so, without having a minute-by-minute itinerary for the day, it’s nearly impossible to divide your time between all of these different pieces that have to be tended to.

And, of course, it took a really important upfront conversation of, “What do you want your day to look like? What type of breaks do you need?”

But it really had to look at, “Okay, so you want to work out, in the mornings. How long do you need to work out? What does that transition time look like from the gym back to the office? How much time do I need to block out?” I got really acquainted with using Google Maps and traffic projections in order to understand transition time from point A to point B because that was so key in making sure that buffer time was included.

Really, every single thing had to be thought of and accounted for to ensure that the day went smoothly and that we were able to have him show up everywhere that he needed to be.

Pete Mockaitis
Yeah, what I find intriguing about this notion is, I guess maybe I’m just sort of like a creative, free thinking, I like to get into my flow. Like, that’s my favorite is like, “Oh, there’s nothing this afternoon. Let’s just dream up some things.”

Anna Dearmon Kornick
Well, you should not be a congressman then. I would not recommend that path for you.

Pete Mockaitis
Yeah. Well, I think for several reasons, but I guess what’s funny though is if you are proactively taking into account every minute and the travel time, then it doesn’t necessarily follow that having a schedule that looks visually jam packed actually feels emotionally stressed, rushed, hurried, exhausting. It’s like, “What’s on my calendar? Oh, 45 minutes for strolling to the gym, exercising, and strolling back. All right then, I’ll just enjoy doing that now. Cool.”

Anna Dearmon Kornick
Yeah, I mean, what’s so interesting is that. A lot of my work as a time management coach now incorporates your personality and the way that you think, the way you make decisions, the way you approach structure, closure, open-endedness, all of those things, it deeply impacts the way that you spend your time and manage your time.

And for many people, a minute-by-minute planned-out schedule feels freeing because everything has been accounted for, and they’re not having to make minute-by-minute decisions as their day goes on because everything’s been planned. All they have to do is adapt as they need to. But for other people, having a minute-by-minute planned-out schedule is just an opportunity to rebel and do the opposite of what is on the schedule.

Like, “No, nobody is going to tell me what to do, not even me and my calendar.” And so, it’s really important to understand. I mean, you mentioned, “Hey, if I’m a creative type, I want to have time to think.” Having that minute-by-minute schedule probably wouldn’t be the best route for you to take. I would recommend something else for you. But if you have that type of personality where the structure feels like freedom, then time-blocking the heck out of your day or your week is going to feel right for you.

Pete Mockaitis
That’s handy. Well, I’d love it you could perhaps share with us a cool story of someone who saw a transformation with regard to their relationship to time management, where they were, what they did, and where they landed.

Anna Dearmon Kornick
So, it really makes me think back to a client that I worked with a few years ago. I’m going to call her Amanda. And when Amanda and I started working together, she was completely overwhelmed to the point where she felt hopeless. She was working in a job that honestly had her working 24/7. She was never putting her laptop away. She was missing out on spending time with her family and friends. She felt like life was completely passing her by and that she was completely just drowning in work, and she didn’t know what to do about it.

She reached out, and she said, “I feel like this is my last hope. Let’s work together, let’s figure this out.” And so, working with Amanda, we started, step by step, sorting out what it is she actually wanted her life to look like. And the thing is that, for so long, she had just been kind of swept up in this wave of everyone else’s expectations, of what her parents wanted for her, of what she thought that she was supposed to be doing.

And she realized that she wasn’t really doing anything that she truly wanted to do. And so, for the first time in her life, she actually started to create a vision for her life and what she wanted. And she started getting really clear about what she wanted for her future. And a lot of times you might think, “Wait, what does this even have to do with time management?” But without a vision for your future, you have no direction, you have no decision points about how to spend your time.

And so, I encouraged Amanda to write a letter to herself from a future version of herself. So, we worked together in 2020, and she wrote a letter to herself from 2025 Amanda. And in this letter, she poured into all of the things that she was currently doing, that she owned a home, that she was in a job that she loved, that she worked in an office with exposed brick and huge windows, that she had time to spend with her family and friends, and that, more than anything, she was happy and proud of herself.

Now, staying in touch with Amanda over the last five years, because it’s 2025 now, I’ve had the opportunity to watch her set boundaries in how much time she spends working. I’ve had the opportunity to watch her take care of herself by leaving work in order to actually go to the gym and work out. I’ve watched her invest in her health. I’ve even seen her, she called me the day that she bought a new car, the car that she had always wanted.

And it was such a huge step for her because she was finally doing something for herself that she wanted. And she reached out to me a couple months ago, and she said, “I’m about to step into 2025 Amanda, and almost every single thing that I wrote in my letter five years ago has come true. And it’s come true because of the vision that I created and the way that I shaped my time to match that vision.”

Pete Mockaitis
Very cool. All right. Well, I think we’d all love a little more of that going on in our lives. That’s delightful. So, tell us, I think we’ve all heard some tips or tricks, some listicles, maybe we’ve got an app or some tools that we dig, can you share with us perhaps, fundamentally.

Anna Dearmon Kornick
So, a lot of times when we want to make a change to the way that we’re spending our time, we want to go straight to our calendars or our to-do lists and start rearranging things. We want to download an app or try a habit tracker. But the thing is that, whenever you go straight to trying to rearrange things or add a new hack or an app, you’re starting in the wrong place. The biggest mistake that most of us make when it comes to improving our time management is that we skip the most important first step.

And it’s exactly what I shared about Amanda. It’s creating that vision for your future. And the thing is that, when you have that vision, you have a direction to move in. You know where you’re going because every single decision you make about how you spend your time either gets you closer to or further away from that vision. But let’s say you have that vision, you know what it is that you want, then what? How do you actually make that happen?

So, that’s where I like to share basically my time management Swiss army knife. I really think that there are three core tools that really serve as the foundation for time management once you have that vision in place. And that’s time blocking, task batching, and theme days. Time blocking, task batching and theme days. When you are able to pull one of these tools from that time management Swiss army knife, you’re able to do a couple things.

So, there are two productivity pitfalls that all of us are constantly fighting, whether we realize it or not. One of those is Parkinson’s Law. So, Parkinson’s law tells us that work expands to fill the time available. And you might be like, “No, Anna, I would stop working at some point. Work’s not going to expand all over the place.” But the thing is that it does.

When we don’t have a clear understanding of what done or complete or enough or success looks like, there’s always something else that we can tweak or adjust or edit in order to get ever so much closer to impossible to reach perfection. And so, we just kind of keep going without a limit. But when you use time blocking, you’re able to beat Parkinson’s law because a time block gives you a set start time and a set end time. And it helps you contain that work within a specific timeframe.

Anybody who has ever said, “I am so good at working under pressure. You give me a last-minute deadline and I can crank it out.” That’s Parkinson’s law making that happen. Because when you have that set deadline, you find a way to make it work.

Pete Mockaitis
Well, if I may, when it comes to the time blocking, I totally hear you that the work will expand to fill the time allotted for it. Although, I don’t think that the reverse quite works, in the sense of, if I say, “I’m going to accomplish this thing in 12 minutes,” but, like, it’s actually impossible. How do you think about setting an appropriate amount of time for a thing?

Because I’ve heard studies show that we humans are not the best at estimating how long something actually takes. But at the same time, I see there is value in having a number there that keeps us from spinning our wheels and going to unnecessary layers of iteration that are really not that helpful. So, I think you can assign too much time, you can assign too little time, and we’re not that good at it. How do you go about blocking an appropriate amount of time?

Anna Dearmon Kornick
Okay, I love that because you actually stepped right into the next productivity pitfall, which is the planning fallacy. So, that thing, that study show, it has a name. The planning fallacy states that humans are terrible at estimating how much time things take. And when you know that that exists, then you can do something about it, right? Because it’s kind of like the first step is acknowledging that there’s a problem. Our first step to getting better at estimating how long things take is acknowledging that we’re all naturally pretty terrible at it.

So, I really encourage my clients to kind of create their own formula. My rule of thumb is if you think something is going to take an hour, add an additional 30 minutes. If you think something is going to take 12 minutes, give yourself an additional 12 to 30 minutes, just in case. Because most of the time we are going to underestimate. So, anytime you think, “Hey, I think it’s to take me about this long,” add more time. You’re probably going to need it.

And if you want to take it even a step further, so let’s say that it’s something that you do on a regular basis, maybe it’s submitting invoices, or doing some type of report, or just something that you’re doing on a regular basis, time yourself. Next time you do it, time yourself. See how long it takes because that’s going to give you a much better example to refer to in the future is when you have some actual data to work with.

Me, personally, I am not a huge fan of time tracking for the sake of time tracking. But sometimes one of the most valuable exercises that we can do is a time study where you spend time tracking how you are spending your time for the course of a week in 15-minute increments because it is so telling and it exposes all of those places where we waste time, that we don’t even realize that we’re doing things that we don’t even realize that we’re doing.

Pete Mockaitis
Okay, that is handy, yes. And I also like the notion of when you put more time than you estimate is necessary, I think that creates just really nice psychological feedback things going on because sometimes I get frustrated with like, “Ugh, this thing is taking way longer than it ‘should.’” And that makes it more aggravating as opposed to, “Oh, wow, I allocated an hour and a half for this thing. And by good fortune, it only took 52 minutes.” Well, then, one, I feel like a winner, like, yay me. And, two, it feels like there’s a little bit of a present, like, “Ah, well, here we have this extra time right here.”

Anna Dearmon Kornick
Bonus time.

Pete Mockaitis
Yes, “What shall I do with this surplus?”

Anna Dearmon Kornick
I love that. I love that. You know, that actually reminds me of something that I shared with a client yesterday called the shiny things list. So, we can have the most pristine organized environment to work in, we can turn off all of our notifications, put our phone in airplane mode, but we still have ourselves and we can sometimes be the most distracting thing in the room. We’ll start working on something, like you said, “I gave myself an hour and a half to work on this and it only took 52 minutes.”

And in that 52 minutes, we remember that we need to order toilet paper and have it shipped, and that we need to get a birthday card for our mom, and that we need to follow up with Tony about the Jones report. And so, what we tend to do naturally is we stop what we’re working on to order the toilet paper to have it shipped from Amazon, and we stop what we’re working on to order a birthday card, or to make a note, or to stop what we’re doing and we check in with Tony about that report.

And we end up ping-ponging around to all of these different things, which ends up slowing us down, causing us to make more mistakes on the thing that we’re trying to focus on and just making it take a lot longer. And so, what I encourage people to do is to have a notepad right next to your desk so that, as you are working, let’s say that you have an hour and a half to get something done, so at the top of our notepad, we’re going to write down, “One o’clock to 2:30 because, boom, that’s the time that I’m committing to work.”

And then below that, we’re going to make a list of the three things we’re going to accomplish in that timeframe. Now, you might only set out to do one thing, but what if you finish it in 52 minutes? Then you have this bonus time. And what do most of us do with bonus time, Pete?

Pete Mockaitis
Social media. News.

Anna Dearmon Kornick
You got it. We just kind of flop into default mode when we could transition that focus time into something else useful. So, I love to recommend, “Okay, what are the one, two or three things that you’re going to accomplish during that focus time so that you’re able to go straight into the next thing without having that waffly decision mode?” And then once you have those three things decided, you draw a line underneath it, that’s your line in the sand, and then you write, “Shiny things.” The more scribbly you can write shiny things, the better because it really emphasizes, like, the frivolity of them. And then you get to work.

And every time something pops into your head, instead of acting on it immediately, you write it on your shiny things list. You contain your shiny things instead of chasing them. And so, after you finish this work block, and you have this list of shiny things, now you have some decisions to make. You can decide, “Do I need to do these now? Do I want to defer them to later? Do I want to delegate them to someone or delete them altogether?” But the point is that you didn’t go off on a million different rabbit holes. You stayed focused because you didn’t chase your shiny things.

Pete Mockaitis
Certainly. And it’s a good feeling, too, because there’s a little bit, again, psychologically, when I have the idea, it’s like, “Ooh, there’s a thing that I should do,” and it comes into mind, we do tend to do them right away, because there’s a little bit of a tension. It’s like, “Oh, I don’t want to forget. This is in my mind, and that’s the way to relieve that pressure of it being in my mind.” But you could also just write it down, and then it’s like, “Oh, and here they are all captured here. How handy.” Super. Okay, so we got time blocking, task blocking. And then theme days?

Anna Dearmon Kornick
Theme days, yes. So, I love theme days, and theme days are especially a good fit for people who want flexible structure. So, if you’re the kind of person who, having a minute-by-minute time blocked schedule, makes you feel itchy, then a theme day is probably going to be the best bet for you. So, it’s basically choosing a different theme for each day of your week.

So, let’s say you’re in a marketing role. And maybe Mondays, you want to make that social media Mondays. And that’s the day that you focus on creating social media content. It doesn’t matter if you write captions in the morning or in the afternoon, as long as it gets done on social media Monday. Maybe on Tuesdays, you call it, “Tell them all about it Tuesdays.” And that’s the day that you put together PR pitches and do media outreach and write your newsletter. Again, it doesn’t matter when it happens during the day, as long as it happens.

Go a step further. Wednesday could be website Wednesday. You can come up with a different theme for each day of the week. And what this does is that it creates some mental consistency for you. It puts you in a consistent mindset all throughout the day so that, even though you’re working on a collection of tasks that are related, you’re not jumping from one moment writing a social media post, to then sending an invoice, to then updating a website. Those are all three very different mental processes and ways of thinking.

And so, it enables you to really streamline your energy, your creativity, and your focus and to basically shape your day around each of these themes. It’s also really cool because it helps you create consistency and set expectations for yourself about when you can accomplish certain things. And it helps you set expectations with your team if you’re collaborating with others. Because if your team knows that, “Hey, every Wednesday is Anna’s website Wednesday,” they know that they’ve got to get any updates to you by Tuesday afternoon so that you can incorporate them on Wednesday, you know?

And so, theme days can be a really great way to introduce some flexible structure that helps you be more efficient with your time, your creativity, and, plus, it’s just fun to use alliteration and come up with fun names for theme days. I mean, to me, that’s like half the fun.

Pete Mockaitis
I was asking if alliteration was required.

Anna Dearmon Kornick
I mean, personally, I think it should be, but you do whatever you want.

Pete Mockaitis
And what’s nifty about themes is the organizing principle of the theme can be any number of things. Like, when you say website Wednesday, it’s sort of like, “Okay, on website Wednesday, there are a number of,” let’s say, “environmental context things in play.”

Like, “Okay, I’m going to be in an office at a computer with some quiet. I’m going to have a few pages or tools open and at my disposal.” And so, in so doing, there’s time savings that just shows up because I’m not logging into a new thing, and they got the two-factor authentication, you know, blah blah blah blah. It’s like, “I’m doing that once, and then, all right, and then I’m in the thing, and then away we go. Cool.” And, likewise, you are well equipped. It’s like you’ve got all your stuff for doing the thing at hand.

Anna Dearmon Kornick
Your mise en place.

Pete Mockaitis
Yes, and you’re in the mental groove, and you have like a bit of expectation and understanding of, like, in a way, you’re almost warmed up. So, I see a lot of value in the themes. And in my experience, sometimes you can even just have like a theme half day in terms of, “Well, hey, before lunch is this theme, and after lunch is that theme.”

Anna Dearmon Kornick
One hundred percent.

Pete Mockaitis
And in the startup communities, they talk a lot about the maker schedule versus the manager schedule, which I think is fantastic because those feel wildly different. Like, “I’m creating some stuff thinking deeply and I’m not available to anyone, go away,” versus, “I am super responsive. I am your most accessible, friendly, quick manager and collaborator you could dream of because I’ve got the slack. I’ve got the email. I got all the text, window. I got all the things to message and communicate up a storm quickly,” and they do feel totally different.

So, I would love some of your pro tips from your clients in terms of like themes, categories, contexts, mind states. What are some buckets that you find pretty handy for holding a variety of things together in a theme?

Anna Dearmon Kornick
Oh, I love this. I love this question so much. And if you have not had a chance to read the book, Mind Management Over Time Management, I think is the name of it. It’s by Dan Kadavy.

Pete Mockaitis
Oh, David Kadavy. That sounds like David Kadavy.

Anna Dearmon Kornick
David, yeah.

Pete Mockaitis
Yeah, he’s been on the show a couple times. He’s a buddy.

Anna Dearmon Kornick
Yeah, I thought so. I loved that book so much, and I’ve actually taken a lot of what he shared and incorporated that into some of the way that I teach theme days because it’s just so good. But when we think about different ways to approach theme days, we have to think about the way that our mind works. And that Monday morning time block is when we are freshest, typically when we are most energized.

And so, any opportunity that you have to give yourself heads down work on Monday morning is going to be huge. So, that could look like thinking about what is your most important project right now, what is the most important thing that you need to do in order to move your goals forward, and stick that Monday morning, if that’s when you’re going to be at your best.

I’ve had people make that their book writing time. So, Monday is for content. Monday is for marketing. Monday is for really just that heads-down thought work because that’s when we’re at our freshest. And we decline during the course of the day. Our energy gradually drops. We have a little bit of a second wind in the early evening, but, typically, we start fresh. And so, like you mentioned, using the half day theme concept.

It’s also great to think about your day in terms of two parts, “What is your before-lunch theme? What is your after-lunch theme?” I have some clients who arrange their days based on the different industries that they support. So, I have a handful of consultants or PR advertising agency folks, and rather than, in one day working on an industrial client and a health care client and a food and beverage client, instead, they align their days with, “Okay, Monday is my healthcare day. Tuesday is my hospitality and hotel day. Wednesday is my education and nonprofit day.”

And this, again, allows them to align their thinking in a streamlined way. They get into that groove, that flow state, even though they’re performing different tasks, it’s all under that same umbrella. I have different clients who have created research theme days, if part of their work involves research or academic writing so that they’re able to identify when during their week are they at their best for that type of work, and they arrange their theme days accordingly.

I’ll say that the most consistent theme day on Friday is admin and, like, financial catchup because a lot of the time, by the time we reach the end of the week, we’re kind of spent. We need to kind of take it easy. And so, a lot of times my clients choose to make Fridays either a no-meeting day or a light meeting day, and they use it to catch up on tracking metrics or completing reports or updating databases because it’s a light lift before they do an afternoon planning session heading into the weekend.

Pete Mockaitis
That’s cool. And I also like the notion of when it is, is that groove. Like, sometimes I enjoy, I don’t know what I would call it. I call it in my brain, like, task slaying in that there are many little things.

Anna Dearmon Kornick
Pebbles.

Pete Mockaitis
Oh, there you go. Pebbles. That’s fun. And, I’m just going to obliterate them. And it feels so good because a lot of them, it’s sort of like they’ve been lingering for a while. It’s like, “Oh, yeah, I’ve got some laundry there. I should probably handle that.” So, it’s sort of like, it’s surfaced in my consciousness numerous times. And there are things like tidying, replenishing supplies, email. I like the OmniFocus Task Manager. There’s some time management dork-ness for you.

Anna Dearmon Kornick
Love it.

Pete Mockaitis
Like, old voicemail clutter. It’s like there’s lots of little things and they’re kind of weighing on me a little bit, and have been weighing on me a little bit repeatedly, and to decide, “This is the afternoon in which I’m going to annihilate many of these things in quick succession,” feels just phenomenal.

Anna Dearmon Kornick
Oh, yes, it does. Pete, you would love a pebble power hour.

Pete Mockaitis
Oh, there you go.

Anna Dearmon Kornick
You would love them. So, when I’m working with my clients, we like to break down the things on their to-do list, the things in their life as boulders, big rocks, and pebbles. Boulders being those things that are important and not urgent that help you show up as your best self. Big rocks being your project-oriented tasks, the things that really move the needle in your life and work. But then there are pebbles, and pebbles are everything else. Those are those little tasks and to-dos that weigh on you.

My favorite example of a pebble is filling out a reimbursement form because I can think of a few things that are less mundane than filling out a reimbursement form, and like tidying up your email, and all of those things. And so, I really encourage people, over the course of the week, to put all of those little tiny tasks in a different place. Don’t let them swim alongside your most important tasks.

We want to separate out your pebbles because, let’s say Friday afternoon, you schedule a pebble power hour for yourself. You’ve got just set a timer for an hour and knock out as many of those little bitty insignificant tasks as you can. You’re going to feel amazing heading into the weekend because you’ve just done this total dopamine burst of accomplishing so many little things.

And you’re clearing your plate and you’re lightening your load because individually each one of those tasks is small, but they add up to weigh on you, and they pull you down and they hold you back from really giving your all to what’s most important. So, hey, maybe you need a Pete’s pebble power hour on Friday afternoon to knock out all those little things.

Pete Mockaitis
Oh, yeah, even more alliteration. Okay. And Anna, I’d love your take on what is some common advice that is just wrong or bad or ill-advised and you recommend we disavow entirely?

Anna Dearmon Kornick
I’d say that the worst advice that’s out there, really, can be applied to any, so any time management system, okay? If you do not follow it 100 % and correctly and by the book, the way that it is written, then you are failing. And let me make sure that I’m super clear about that. There are so many different ideas and books and thoughts and methods around time management and organization. And what is so disheartening to me is to talk with someone who has tried to follow a system, but it doesn’t work for them. And they think that they are the problem.

But what’s really happening here is that the system as written is not a match for the way that they think. It’s not a match for their lifestyle. It’s not a match for who they are. And I hate to see people think that there’s something wrong or broken about them because a system that worked perfectly for someone else didn’t work for them. And so, the flip side of that advice is, adapt. Take what’s out there and use what works for you.

If you find an amazing book on time management and you try some things, but maybe part of it doesn’t work for you, it’s not a you-problem. It doesn’t mean that there’s something wrong with you. Just adapt it, treat it like an experiment, keep trying. The more self-awareness that you have and the better you’re able to understand yourself and how you think.

I mean, this is exactly why I have my clients take the Myers-Briggs as soon as we start working together because it’s so incredibly revealing, and it’s such a boost to their self-awareness, which helps them take what they need and leave what they don’t to create a system that works for them instead of trying to copy and paste something else that’s out there.

Pete Mockaitis
Anna, I love that a lot. It reminds me, we had a conversation with BJ Fogg from Stanford, who’s fantastic, and he wrote the book Tiny Habits, in terms of he likes to think about it as, I believe he calls it behavior design, which is just fun because design conjures images of whiteboards and Post-it notes and Sharpies. And it’s, like, we’re trying to design something that works. And if what we have done hasn’t worked, it doesn’t mean it’s a moral failure, “Oh, I’m lazy. I’m insufficiently committed. I have an addiction to social media,” or whatever, and, hey, maybe we do.

But it’s not like, “Through my fault, my own grievous fault, I’m bad and evil.” It’s just that, “No, this design isn’t quite fitting. It’s not quite working.” And I like to think about it sort of like when you’re organizing a space, if an item does not fit on a shelf, it’s not because the item is bad or the shelf is bad. It’s just that these shapes and sizes of these things are not compatible with each other. There’s no value judgment. It just means that shelf is not the ideal place for this item and we have to figure out where is a better fitting place.

And, likewise, with some of this tiny habit stuff or these systems, I likewise feel that satisfaction just as it is, at least I find it, and I’m not that organized of a person, it is delightful when you have an item that fits perfectly into a place. 

So, too, I think about that when you’ve got a real great lock for an activity and a schedule. It’s, like, “Oh, this matches my groove and my mode and my flow and my energy and the time available. Like, this activity matches this space in my calendar, oh, so just right and it feels delightful.” But the flip side, I’m thinking also about David Allen, Getting Things Done, and he’s been on the show, and I think he’s phenomenal.

But he will mention, and I think it’s kind of a tough reality that the mind-like-water mental clarity amazing space is primarily achieved when, in fact, you have completely absolved your brain from the task of remembering things. And so, if you do not have a system that you sufficiently trust and have sufficiently downloaded all of the stuff from your brain into that system, then you will not experience the peace and freedom that comes from exercising the Getting Things Done, GTD system.

So, it’s a little bit tricky because it’s almost like, “If you’re not doing it perfectly, you’re not reaping the benefits.” And yet, I think it’s semi-true that there are tremendous diminishing returns from being able to completely trust your system and having all contents downloaded out of your brain than being able to 92% trust your system and have 92% of the contents downloaded out of your brain.

But at the same time, it’s not like a shame-on-me value judgment thing. The answer is more of a, “Okay, how could I tweak my system to get that lingering 8% out of there and experience all the wonders that can be enjoyed?” What’s your hot take on all this distinguishing, Anna?

Anna Dearmon Kornick
Well, I’ll never forget, I was listening to an episode of Beyond the To-Do List podcast. Love that one. And David Allen himself said that he does not follow GTD 100% all the time. And hearing him say that felt like such a wave of relief washed over me because, to that point, I was struggling because I’d implemented a lot of what was in GTD, and it was before I’d become fully confident in taking what worked and leaving what didn’t.

And it almost felt like permission to customize it to the way that it worked for my life. And I’ve had so many clients come to me feeling like failures because they were unable to use another system 100% copy and pasted. And so, I aim, instead of for, “Hey, let’s go all in on whatever this is.” Let’s not focus on all or nothing behavior, or all or nothing implementation. Let’s look at all or something. What’s the good, better, best?

You know, like you said, the 92%. What if I trusted 92%, and I have 92% of my things downloaded? Sure, there’s still that 8% there, but, like, is it even worth it to struggle and push to get that remaining 8% out of your head when 92% is really freaking good? That’s nice. That’s awesome. And so, like, let’s celebrate getting really far, and let’s celebrate the progress, and let’s be really happy with how far we’ve come instead of how we’re not doing it perfectly.

Pete Mockaitis
All right, sounds good. Well, Anna, let’s hear about some of your favorite things. Could you share a favorite quote, something you find inspiring?

Anna Dearmon Kornick
Oh, my favorite quote of all time is “Imagination is more important than knowledge,” by Albert Einstein.

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

Anna Dearmon Kornick
So, actually, I think that instead of jumping straight to something that a scientist has done, I just want to give a shout out to Laura Vanderkam and the work that she has done with collecting time studies and what she has learned about the way that women, professionals, people actually spend their time during the course of a week.

Pete Mockaitis
Okay. And a favorite book?

Anna Dearmon Kornick
The One Thing.

Pete Mockaitis
Oh, yeah. And a favorite tool?

Anna Dearmon Kornick
I can’t live without Asana.

Pete Mockaitis
Okay. And a favorite habit?

Anna Dearmon Kornick
Every Sunday evening, I like to refill all of my supplements while doing a face mask. And I like to pair those, like do some habit stacking, habit pairing, and it’s such a really nice way to take care of myself heading into the week. You should try it.

Pete Mockaitis
That’s good. And a key nugget you share that really connects and resonates with folks; they quote it back to you often?

Anna Dearmon Kornick
It’s that time management doesn’t start on the pages of our planners. It starts by getting to the heart of what matters most.

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

Anna Dearmon Kornick
Yeah, so I would love for you to head over to check out my podcast. It’s called It’s About Time. It’s a podcast about work, life, and balance, with new episodes that go live every single Monday. You can find it in your favorite podcast app. So, that’s where I would love to keep in touch with you.

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

Anna Dearmon Kornick
Yeah. So, if you’re looking to be awesome at your job, my challenge to you is to think about what do you want your life to look like five years from now? What’s that vision that you have for your life, and not just at the job description level? What do you want your house to look like, your relationships, your family, your fitness, your wellbeing, what’s going on inside of your head? All of that is what adds up to create your vision. And when you’re clear on your vision, every single decision you make about how to manage your time becomes so much easier.

Pete Mockaitis
All right. Anna, thank you. This is fun. I wish you many beautiful days.

Anna Dearmon Kornick
Thank you, Pete. This has been a lot of fun. I appreciate you having me.

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

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

You’ll Learn

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

About Shanna 

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

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

Resources Mentioned

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Shanna Hocking Interview Transcript

Pete Mockaitis
Shanna, welcome.

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

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

Shanna Hocking
Great. Let’s do it.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Shanna Hocking
“Luck is when preparation meets opportunity.”

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

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

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

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

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

Pete Mockaitis
All right. And a favorite book?

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

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

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

Pete Mockaitis
And a favorite habit?

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

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

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

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

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

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

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

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

Shanna Hocking
Thank you, and back to you.

867: How to Stop Being Busy and Start Being Strategic with Richard Medcalf

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Richard Medcalf says: "The most important project is the one that no one else is asking for."

Richard Medcalf reveals how to free up time for the strategic activities that will advance your career.

You’ll Learn:

  1. Why productivity won’t solve busy-ness
  2. The crucial question that makes you more strategic
  3. The powerful reframe that slashes busywork

About Richard

Richard Medcalf describes himself as “what you get if you were to put a McKinsey consultant, a slightly unorthodox pastor and an entrepreneur into a blender”.

He is the founder of Xquadrant, which helps elite leaders reinvent their ‘success formula’ and multiply their impact. His personal clients include CEOs of billion-dollar corporations, successful serial entrepreneurs, and the founders of tech ‘unicorns’.

Richard has advised the C-Suite for over 25 years. After a Masters at Oxford University, where he came top in his year, he joined a premier strategy consultancy and later became the youngest-ever Partner. He then spent 11 years at tech giant Cisco in an elite team reporting to the CEO.

Richard is bi-national English/French, lives near Paris, and is happily married and the proud father of two. He has an insatiable love for spicy food and the electric guitar.

Resources Mentioned

Richard Medcalf Interview Transcript

Pete Mockaitis
Richard, welcome back to How to be Awesome at Your Job.

Richard Medcalf
Pete, it’s a pleasure to be back. Thank you for inviting me on the show again.

Pete Mockaitis
Well, I’m excited to get into your wisdom and your book Making TIME for Strategy: How to be less busy and more successful. I’d love to hear your take. It’s been three years, and what a three-years it’s been since we last spoke, any particular discoveries that have really struck you in this time?

Richard Medcalf
Yeah, actually, one thing that’s really struck me is this whole shift of virtual work, which, obviously, blah, blah, blah, everyone’s talked about time and time again, too much now perhaps, but it has exacerbated the problem that I saw everybody was having before, which is being overloaded and being overwhelmed because the barriers have really gone down for so many people.

They’re at home, they’re at work, or they’re everywhere, and there’s more and more stuff coming, and more and more pressures at any one time. It’s the Zoom call phenomenon. You’re on a call one minute, your baby is crying the next minute, everything else. So, I think people have felt a lot of pressure to deliver a lot of things.

Pete Mockaitis
Absolutely. And so, in your book Making TIME for Strategy, I’d love to hear any novel insights you’ve picked up along the way as you’re researching and assembling this?

Richard Medcalf
Yeah. So, one of the studies that I talk about there, this sense, especially over the last two, three years, there’s just so much coming at us all the time from every direction. I realized this is something which almost every leader and every individual contributor, frankly, is feeling these days because the boundaries aren’t there. I call it the infinity trap because we have an infinity of things, Pete, now.

You want to chat with somebody? You’ve got infinite social media opportunities to go and speak to somebody. You want to consume content? You’ve got an infinite amount of videos, podcasts, books to read, blogs to consume, you name it, movies to stream. You’ve got an infinite number of messages coming into your inbox, tasks from your manager, from your colleagues, from clients, or from anybody who wants to get an email into your inbox or message into your Slack or Microsoft Teams, so, it never stops.

We think we can just kind of plow through it but you can’t beat infinity, and I think that’s what people have been suffering from, and why I see everybody around me is crazy busy these days.

Pete Mockaitis
Infinity trap. Well-said. I think it was Matthew Kelly, in one of his books or talks, said, long and ago and it hit me, he’s like, “You’ll never…” and he’s Australian so he’s got a charming accent, and he’s like, “There’ll never be a moment in your life…” and he’s like, “All right, I’m all caught up now. All the things that are on my list are now off of it. Like, that just will never happen, and it’s good to just see…”

Richard Medcalf
But we say this, though.

Pete Mockaitis
Yeah, hear it, say it.

Richard Medcalf
Yeah, we say this all the time. We don’t say it quite like that. We say, “It’ll be quieter next quarter.” A number of people say that, “Oh, Richard, I’m really crazy busy right now, so busy. Yeah, it’s a bit difficult time but next quarter, I’ve got some time opening up in my diary.” I’m like, “Of course, you’ve got time. It’s 12 weeks away. Of course, it’s not full up yet,” and we just keep telling ourselves that, somehow, it’s just a bit busy right now, and it’s going to get better. And does it ever get better, really?

Pete Mockaitis
Yeah, that’s a really good reality check right there in terms of “Is now really especially busy?” And I guess, I think sometimes that feels true in terms of cyclical industries like, I’m thinking, accountants in the US near April. All right. Fair enough. It really is a particularly crazy busy time. And you know it, and you’ll feel it. But in more of a typical workflow world, it’s sort of just always true that many stakeholders are requesting many things from you, and that’s just every day of the year.

Richard Medcalf
And when you least expect it, you get, even your accountants or your finance team that you’re talking about, they get past the yearend, and then, “Oh, no, there’s an M&A going on. Now there’s an order.” Who knows? So, I agree there’s a cyclical part to business but, actually, when we’re on the down cycle, there’s always other projects that come in. So, yeah, I think we have this.

And I talk about the perfect day. We often say, “It’s not the perfect day right now to get started on whatever. So, you know what, I’ve got more important things I need to get to. I know that but today is not a great day because I’ve got my year end, because I’ve got this project going on, because COVID has just hit, because there’s a macroeconomic shakedown happening somewhere in the world.”

So, we kind of keep waiting often, we say, “Well, I’m really busy right now but I can’t quite sort out that busyness. It’s just happening to me, but give me next week, it will be better, or next month, it will be better, or next quarter, it will be better, and then we’ll get there.” But that’s like me, I’m going on a diet. I struggle to do these things, take on new habits sometimes because I’m waiting for the perfect day, like, “Well, now is not a good day to lose a few pounds because there’s a massive chocolate cake in front of me.”

“Now is not a good day because it’s the weekend,” “Now is not a good day because I’m in a restaurant,” “Now is not a good day because it’s your birthday,” or it’s my birthday, or the weather is nice, or whatever. We keep creating excuses sometimes for not dealing with some of the issues in our life, and it’s a myth. It’s a mirage that we put up. So, when it comes to this subject of busyness, I think we often put off dealing with it because we’re so busy we haven’t got the bandwidth.

Pete Mockaitis
Yeah, that’s just true. And it’s really kind of potentially vicious cycle there in terms of to do wise prioritization, for me at least, it feels like, emotionally, I need some, I guess I’d call it space, in terms of my brain. Like, there’s the mental-emotional state of being besieged by lots of stuff, it’s kind of like a stress, a narrowing, a tightening vibe. And then there’s the opposite, which is like, “Oh, hey, we’re on a retreat, and we’ve got wide open views and whiteboards or something.”

It’s like, “Ahh, here I can dream and think big, and zero in on what really matters.” And it’s tricky because when you need it most is when you have too much stuff to do, and yet that’s when it’s hardest to execute that kind of thinking.

Richard Medcalf
Yeah, I think that’s right. I talk about war time and peace time. We often think, “Yeah, I’ll do all that stuff in peace time when I haven’t got all this stuff,” just as you said, “when I’m on a desert island and I can just kick back and muse.” The reality is most of our lives is lived in that high stress, high pressure busy environment and we have to make it work there. I think that’s really important.

Pete Mockaitis
Okay. So, in your book Making TIME for Strategy, first of all, how are we defining strategy or strategic time here?

Richard Medcalf
Yeah. So, strategy doesn’t have to be corporate strategy, so this is something that we can apply at any level in the organization. We might be the CEO, and I worked with some of the most incredible CEOs on the planet, and it does apply for them doing corporate strategy, but it also applies to the individual contributor and anywhere in between.

And the reason is I’m talking about this strategic, “So, what’s going to move the needle for you?” Let me give you an example. Most of our days, we spend basically doing the same old thing, we do the same thing every week, or every month, or every time we get a new client or a new project.

And so, we get caught into the operational, keeping the lights on, turning the machine. And the strategic is going to be what breaks you out of that pattern, build a new capability, creates a new relationship, basically changes the game for you so that things become easier in the future.

I like to say that this idea of strategic time, it’s actually your number one KPI for your future success. It’s your key performance indicator. If you want to know how successful you will be in the next three years, or one year, three years, five years, then you need to look at how much time you’re investing in your future success, and that has to be looked at week on week, “This week, how much time did I spend, did I invest in making the future better? Or, did I just use all my time on all the day-to-day stuff?” I think that’s the big shift that we need to focus on.

Pete Mockaitis
I love that so much, investing to make the future better or make things easier. And this brings me back to one of my all-time favorite books that we had one of the authors on the show, Jay Papasan, The ONE Thing, that magical question, “What’s the one thing I can do, such that by doing it, everything else becomes easier or unnecessary?”

And so, here though, you’re really making me think of, I don’t know, compound interests, finance, planting acorns, getting huge trees kinds of things. So, another way to conceptualize it, so that’s really cool.

Richard Medcalf
Yeah, that’s right. I like to say, imagine that you’re a business, and, basically, you’re making zero profit, you’re bumbling along month by month, and you’re spending everything that you make, and you don’t have any money left, any margin, to invest in the future. Well, that business is a very precarious business. It can’t really respond to shocks. It’s not really going to get much better because it can’t invest in growth. Growth takes capital.

And so, a business that has no profit isn’t going to be a very successful business. It’s going to keep going very incrementally. Now, compare it with a business that can generate enough extra margin that it can invest in its future, build out new factories, do marketing, do customer acquisition, create new technology platforms, whatever you want. That business is going to go places.

And it’s like, individually, we’re that business. Often, we have no spare margin of time in a week, so how can we invest making the future better? We can’t. Which is why, in the book, I say, you’ve got to start small but you’ve got to start to find a little bit of time that you can reinvest in the future.

Pete Mockaitis
Okay. Could you share with us a particularly inspiring story of a professional who found themselves enmeshed in any number of infinity traps, too busy, and then made some changes, invested, put some time into strategy and saw some cool results?

Richard Medcalf
Well, I’ll give you an example, actually, from my own career, at the very start of my career. I started my career as an analyst in a strategy consulting company, and we were working long hours, like, building basically Excel financial models for our clients, and this is how we got successful, which was bill all sorts of hours to clients, made the company money, and deliver some good piece of analysis.

What I realized after a few months, “You know what, every time we get a new client, we build one of these models, and they’re always different but they’re always kind of similar, and yet we’re building them from scratch each time. They take a long time, there’s lots of potential errors or bugs.”

Pete Mockaitis
I made those errors before, Richard. Flashbacks for review.

Richard Medcalf
Yeah, this thing can happen. It also takes a lot of time building out a model from scratch.

So, what I realized is I needed to actually invest in building myself a framework, a template that allowed me to build these models quicker than before. So, when my colleagues were doing all their billed hours, I took some time off customer billing to work late at night sometimes on building my own template. My colleagues thought I was geeking out, that I was just have lost the plot, “Richard, what are you doing? That’s not how you’re going to be successful in our company. You’ve got to bill to clients.” Well, fast-forward two weeks, I’d built a model which would suddenly allow me to do in a morning what they were taking a week to do.

Pete Mockaitis
No kidding?

Richard Medcalf
And it was more beautiful, it was less error-prone, it had all the charts built in, it’s more flexible, we could do analyses and scenarios, all the rest of it at the fracture of the time. With that time that I’d freed up, I was then able to invest it in project management, learning how to do business development, sell projects, generally use this time on the next level of activity because I’d already got the base level nailed and systematized.

Now, it wasn’t just because of this, but I ended up becoming the youngest ever partner in that strategy consulting company. I had a great trajectory because I’d figured out, “This is stuff which I shouldn’t be spending my whole life doing. It’s not going to get me to the next level. No one ever gets made partner because they’re spending all their time building the basic Excel models.” And so, it’s that kind of shift, I invested a bit of time, a couple of weeks, and then it freed me up forever after then.

I had another client I was working with on one of my programs recently in finance. He was a finance manager, kind of mid-level, and when he came to me, he said, “I’m just overloaded. I can’t do anything. I’m completely overwhelmed.” And then when we started to get into it and we looked at his time, we found 30% of his time was doing all the finance processes every month – payroll, and sales commissions, and these things, and it was incredibly complicated in his business.

He’d become successful because he had nailed those, he’d mastered it, he’d actually figured out the whole mess, and was able to process it and do it all well. So, he’d become successful because of that but it was now holding him back. So, I said to him, “You’re not going to be made CFO because of your ability to do the monthly payroll.” And he realized this was a gamechanger for him, and he had to shift, otherwise, he was going to get stuck.

So, 30% of his time, where that’s, I think, almost two days a week, a day and a half a week was being stuck on all this stuff. So, we figured out a plan, he didn’t think it was going to be possible to start with, he didn’t think his had what it took, everything else. But within about two months, two or three months, he was able to go to his manager, and say, “Hey, what else shall I take on? I’ve a bit of a spare end here. I’ve got some time.” And he took on extra responsibility in the commercial part of the organization. He got this promotion.

He couldn’t believe at how much he managed to free himself up. It’s because he thought it was just a question of a few tactics that he had to sort, but it wasn’t just a question of tactics. He had to address his mindset, he had to address his influence with his team. These are the deeper-level issues that keep us held back.

So, after we think we can’t do anything else, because we’d looked at the productivity, we’ve applied our Gmail filters, we’ve got a good to-do list, and we think we’re doing all we can, but there’s a whole level of other things that we need to be working on if we’re going to actually free ourselves up.

Pete Mockaitis
That’s really cool. Thank you. And I would like to see this miracle model template, as the former consultant dork in me would just like to see what that looks like in practice. So, that’s cool. Well, yeah, let’s hear about some of these deeper mindset belief stuff before we get into some tactics associated with shortcut keys or email filters. What’s going on internally that we should really address?

Richard Medcalf
Yeah. So, when you’re really busy, you haven’t got much time, by definition, so you have to work on the number one limiting factor holding you back right now. And that’s really how I structured the book, because the first part of the book actually talks about “What do you actually want to put your time on?” Most people, they don’t actually know what they want to do if they had a free hour, or a free morning, or a free week. They’re not really clear.

And so, when faced with a vague, ambiguous idea of being more strategic versus concrete, specific, and rewarding actions like getting an email off your list, or taking some low-level easy activity done, we’re going to gravitate to the latter. So, the first thing is to really get clear on what is your strategic agenda, what are the questions you want to be asking yourself, the projects you want to do if only you had time.

So, once we figure out what we want to actually focus on, then we have to figure out what’s stopping us from focusing on them, and naturally we tend to go to tactics. We tend to say, “I need to get a better workflow,” and there’s a lot there that we should do but we can never beat infinity with increased productivity. We can’t. It doesn’t work. As I said, infinity is the realm of the gods, and productivity is a mortal’s weapon, a sort. You can’t defeat it, and so we need a different strategy.

And so, actually, in the book, I focus on these four areas, and I was very impressed with myself, I must say, when I realized that they spelt the work TIME. So, there you go, four easy strategies to focus on. The first is tactics, and so there are things we need to focus on there. And perhaps some leaders do it very well, other people, you know what, they do need to kind of get a bit sharpen up on how they deal with meetings, how they deal with incoming tasks, how they deal with incoming messages, what their workflows are.

And, also, whatever you are, if you are over-busy, you do need a tactical plan to extract yourself from all of this in a very short space of time. It’s, like, if your business is losing money, you can’t wait too long. You have to make big changes now so that you become profitable and you can start to grow again. So, the first is tactic.

The second is influence, because if you want to go on a diet, the people that are going to stop you tend to be your family by waving the chocolate cake under your nose, or offering you the alcohol, or whatever it is you’re trying to stop, because the people around us have a certain stake in how we operate. So, at home, if you want to eat differently, well, your family, well, their share their meals with you so it affects them, or they feel guilty if you’re not eating something that they want to eat, if you’re not opening the bottle of wine if they want to a drink or whatever it is.

And so, in the work situation, it’s the same. We have all these stakeholders and no matter what our plan is for being more strategic, we have to face the reality that all around us, we have our boss, our peers in the organization, perhaps our team, who require and expect things from us and have a certain way of relating to us, so we need to better influence and renegotiate their expectations. We need to say, “You know what, you’ve been getting this from me but, actually, it’s not my highest use of my time. To have a bigger impact in the organization, I need to do something differently, so let’s talk about that and figure out a way forward.” So, influence is a big issue.

And then there’s mindset, which is what we believe and think. I can give you a story about mindset, but perhaps one from the framework first. Mindset is clearly important because, often, we just don’t believe we can, or we believe we’re optimum in some ways. Mindset is basically so important because what we believe is necessarily possible or desirable is what governs our behavior. So, if we think that what we’re doing is basically necessarily, basically the only thing we’ve got, the only choice we have, and it’s also kind of desirable in some way, we won’t actually change our behavior.

And then the final part is environment, because if we have a team, then we owe it to ourselves not just to work ourselves but to free our team up so that if we want to delegate, they can actually receive our delegation, or if they’re getting pulled left to right by busy work in the organization that they get to free themselves up and work on their high-value activities. So, environment is all about shaping a culture across the broader organization and being a force of change in the wider business.

So, you have these four areas – tactics, influence, mindset, and environment – and the point I made before is really important. You have to focus on the right one to start with, otherwise you just get frustrated because nothing is changing. If you’ve got the wrong mindset, then all your tactics aren’t going to really make a big difference because you can be locked into the wrong way of working. Or, we haven’t got enough influence, then you might have the best plan possible but you fail to implement the plan because you get pushback from people around you.

Pete Mockaitis
And so, when you talk about the number one limiting factor, it seems like that rule applies here as well in terms of, “Okay, is it the tactics, the influence, or the mindset, or the environment, that is the number one limiting factor at the moment?” and then you can dig in.

Richard Medcalf
You’re right, really figuring out what the number one limiting factor is really important. So, I’ve actually built a little assessment, I’ll probably link to it later on as we think about it. But what we actually have is about 20 questions, you give a sense of your score on the journey, and you actually can then choose, you’ll actually find out, which score you have into these four areas, and then you can go, “Oh, look, it’s actually mindset. I need to start on mindset.”

And so, the book is actually written to be nonlinear. Now, if you want t o jump straight into mindset, go there if that’s what’s going to be more important. Or, it’s actually, you’ve got the tactics sorted out but influence is holding you back, then perhaps open the book at that chapter and jump in there. So, I think I felt it’s really important because I don’t want to give people another big book to read when they’re very busy. I wanted people to be able to jump in and get pretty quick results.

Pete Mockaitis
Well, I guess this sort of feels like mindset, and it kind of feels like tactics, but I’m thinking of a scenario in which, sure, we’re overwhelmed by requests and firefighting and all of that, and yet, at the same time, I think, often, speaking at least for myself, there’s a thing going on where it’s like maybe it’s kind of energy levels are maybe on the mid to low side, motivation levels or focus levels also on the lower side. It’s like, “You know, I could do that thing but I kind of don’t want to, and there’s something else that’s more interesting at the moment,” even though that thing may well be the most strategically valuable. So, how do you think about this challenge here?

Because I think, in a way, most of us, if we’re really honest with ourselves, we could probably say, “All right, with a little bit of hustle, or staying a little later, or pushing back wisely and diplomatically on a couple of things, we could find that hour to do the thing that’s high, that’s leveraged.” But then it’s hard to actually do it, it’s like, “Ooh, I found an hour, I just want to sleep or relax.”

Maybe this is me talking with three young kids at home. So, how do we think about that vibe in the world of mindset, motivation, energy, focus, just the ability to summon our personal power to go forth and crush it?

Richard Medcalf
Well, probably, if you leave it to the end of your day, it’s probably not going to be a good point because you’re going to go, “Oh, I’m tired.” So, I think you do need to know when you’re energized and make your success early. So, if you figure out what’s that high-leveraged activity, get it in your diary before all the operational tactics come, all the operational issues come.

If you can say, “I’m just going to not even be on the radar, not even be on communications activities for the first hour of my day,” imagine what you could do if you did an hour a day, that’d be five hours a week, on this activity that’s going to move the needle. So, I think respecting energy, I think that’s one place because then, actually, the things which fall off the, “Ahh, I need to go home now,” or, “I’m too tired,” they’ll happen later on in the day, and, hopefully, those will then be the lower-value activities that you end up pushing back or procrastinating on.

But I think, Pete, to your point, the first thing I would ask in that situation isn’t so much when in the day you’re doing it, though I think it is important for the reasons I mentioned, it’s more, “Are you really sold on the value of doing it? Are you really sold on the value?” because the first sale is always to our self. One of the things I say in the book is the most important project is the one that no one else is asking for.

No one asked me to build that financial model in my consulting company. Nobody was asking that finance manager I mentioned to actually delegate the payroll activities and the sales commissions activities. He was doing them fine, but that was his pathway to more impact as it was mine. And so, if we’re going to do that, we really have to sell ourselves because no one is going to make us do it. That’s almost the definition of the strategic, is no one is asking us to do it. We are taking the initiative.

So, we really have to go, “Is this really important? And what’s the picture of success? If I don’t do this, what’s my trajectory going to be like? If do do this, what becomes possible?” We need to really understand the stakes. And if it doesn’t inspire us, it probably is the wrong project in some ways.

So, I always start by inspiring ourselves.

Pete Mockaitis
Yes, that notion, the most important project is the one no one is asking for, that’s heavy. It seems often true. I guess, occasionally, the most important project might be something someone happens to be asking for. That’s my intuition. You can challenge me on that, Richard, if you like. But for the most part, yeah, that really seems to track.

Richard Medcalf
Yeah, I’m sure there are examples you could come up with, of course, but I think, often, it’s we’re being asked for one thing but, often, what we need to think about is, “How am I getting better at getting better? How am I getting more of this in the future? Or, how am I going to do this without burning out, or whatever?” So, there’s normally something that isn’t being asked in the direct request to us very often.

Pete Mockaitis
Yeah, that’s good. And so then, when it comes to mindset, any other kind of critical beliefs that you think we need to face head on and readjust?

Richard Medcalf
Well, there’s so many, there’s a bunch of them, and I talk about different ones in the book. It’s personal. Some of us, the people-pleasers, if we’re people-pleasers, we find it hard to say no, but, actually, that’s because we got a tunnel vision. We’re just looking at the person in front of us and what they’re looking for, and we don’t realize that every time we say yes to them, we’re saying no to somebody else.

If I have an idea of serving stakeholders and not pleasing people, pleasing people means I’m just going to say whatever makes you feel good in the moment, or helps the person opposite. So, I think stakeholders means thinking about the bigger picture, “What’s the highest contribution that I can bring?” I’m a big fan of this, contribution rather than fear, rather than anything else, really. If we figure out how we maximize our contribution, make an impact, I think everything else flows from that.

But when we get stuck into perfectionism, people-pleasing, over-responsiveness, sometimes people get over-responsive, they feel they need to be responding to anything that comes their way, but I’d like to say, “Well, you’re an important person, and if I was reaching out to some other important person, like the president or the CEO, well, I wouldn’t even expect them to drop everything and respond within seconds.” In fact, you’d be worried if they did that. You wouldn’t respect them more; you’d respect them less. And so, why do we think that people will respect us more if we respond immediately to everything?

Actually, we should be focused. Strategic leaders working on big projects, making big things happen, they’re not just waiting around for people to be sending us messages. Now, again, this requires influence. Even with your boss, you can change this but you have to perhaps go, and say, “Look, I’m working on some big projects that we’ve agreed are key for our success. To do that, I need some focused time. And to do that, I need to ask your permission to not reply to all your messages that you’re sending me on Slack on a Monday morning between 9:00 and 11:00. Is that okay?”

And either they’ll say, “Yeah, fine. I’m glad you’re really focusing. That’s great,” or they’ll say, “No, no, no, I can’t live without you.” If they say that, then you might say, “Okay. Well, what else could work so that I can differentiate the urgent from the not quite so urgent?” because you perhaps agreed, like, “Pick up the phone and call me on a Monday morning if you need me, and I’ll leave you on my VIP list. But if you send me a message, I’ll get back to you at 11:00 o’clock.”

So, you can start to create agreements with the people around you in order to address these things. But, for me, the focus is always on contribution. If you put contribution first, then that provides a lens through which to evaluate all the different activities we’re doing. So, mindset, it does really, yeah, some of us we’re addicted to the thrill of action and doing things, some us are people-pleasers, perfectionist, all these different things. But I think we need to really be honest with ourselves about what are the stories that we’re telling ourselves.

I’ll give you an example. One of my clients got pledges from the C-suite of his company, very big role, and we’re working together on some transformational projects that he wanted to roll out. I was helping him onboard, really, onto the C-suite and be a more strategic transformational leader. A few weeks into our engagement, he said, “Richard, you’ve been coaching me for a while now, and this has been great. I’ve got a problem. I’m stuck in my email too much.”

And I said, “Well, okay, how do you want me to help?” “Richard, just give me some tips.” And I said, “Well, you’re paying me too much money as a coach to give you some tips but you can Google those. But tell me what you really need?” And so, he decided to talk, and I said, “Okay, so why are you feeling the need to deal with all these emails coming in your way and so quickly and they’re taking so much of your time?” And he says, “Well, I want to be trustworthy, reliable, and a team player.”

I said, “Well, that makes sense, so I can’t help you.” “What do you mean you can’t help me?” “Well, you just said you want to be reliable, a team player, and you want to be trustworthy. If I tell you not to do your emails so often and not answer them all, then you’re going to be unreliable, not trustworthy, not a team player, right? That’s your value, that’s your mindset, I can’t help you.”

He said, “Well, we’re stuck then?” I said, “Well, just answer me this. If your CEO was in the room, what would he be asking you for?” “Oh, he wants those transformational projects.” “If your investors were in the room, what would they be saying?” “Oh, yeah, they’d be the one that brought in my benefits. It’s going to be big.” “What about if the team were in the room?” “Oh, the employees, they’re so desperate for more modern workforce experience.” “Okay, and what about customers?” “Well, our customers won’t really know. It’s an internal transformation but it will free up the team to spend more time with customers. That’s the whole objective, so I guess the customers will be for that as well.”

So, I said, “Okay, so what you’re telling me is if you’ve been paid the big bucks as a C-level executive to roll out these transformational projects, and everyone wants you to do those, so I’m going to predict to you that you’re going to be untrustworthy, unreliable, and not a team player when you’re in your inbox doing the emails.” And in that moment, he got it, he had the aha moment, his mindset shifted, “Oh, yeah, I’ve a different role here. Being trustworthy and reliable is about me doing the big stuff and not all this little stuff.”

And so, when you get a mindset shift, it’s like that, then your possibilities open up. You see what’s desirable, necessary, impossible has just changed for him in that moment. He didn’t need a tip on how to filter his emails, more of the important thing.

Pete Mockaitis
That’s right. That’s good. And I think that’s super helpful when you get deep down into the core values of a thing and see, well, really, which pattern of activity best serves those. And it could conceivably be possible that, in the certain seasons of the work life cycle, yeah, those emails are going to be critical to ensuring these transformational projects unfold.

I found out, it’s like, “Hey, we’re launching a thing, there’s a lot of people with a lot of questions. Oops, something broke and we got to get it fixed really quick.” And in so doing, that is what enables this transformational project to happen. But most days, I find that the emails are mostly not all that transformational, in my experience.

Richard Medcalf
Yeah, so it’s back to “What you’re trying to achieve? Do you really know what this breakthrough success is going to look like, or what’s this breakthrough project?” And we know that it’s quite easy to maintain things in an incremental fashion and get a bit better, and a bit better, and a bit better, to live a week in, week out, and culture in and culture out. There’s always new stuff that’s going on. There are always things to address.

So, for me, as I help people, I really help people in two areas. One is from going from being an operational leader to being a strategic leader, which I find happens at the kind of mid to senior levels of an organization where people want to make that shift. And then, actually, with some of my top clients, they want to move from being more of a strategic leader to being an impact-centric leader, which is actually having a systemic impact beyond the company.

But if we look at these shifts, then I think it does start with an understanding that we have to play a different game as a leader. So, when you’re really good at operations, it’s putting many people are, then they know that they’re in a safe pair of hands, that they’re an expert, that they are reliable, that they basically don’t mess it up. That’s why they got where they are.

And, actually, when we become strategic, we have to start focusing on building the new, building new capabilities, forging relationships wider across the organization where we don’t have direct control. And that starts to become a bit more risky for people because it’s like, “Oh, this is a new game I’m playing. I might not be able to win it the same way.” And so, that’s like a big shift for people, and the mindset shift they have to really go, “Okay, to be strategic, I’m going to have to be a different sort of leader,” and that’s a big shift for people.

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

Richard Medcalf
Well, I’ll just say that if people are interested in this topic, the place I would start is by understanding which of the four pillars you need to focus on first – tactics, influence, mindset, and environment. To do this the best way would be to go to my website, you can take the test there, it’s about 20 questions, and it will give you a score in those four areas. And the best way to get there is to go to XQuadrant.com/awesomeatyourjob, and that will give you all the resources for this.

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

Richard Medcalf
Yeah. What inspires me is this quote, “You don’t get what you want. You get who you are.” It reminds me that work is always on ourselves, who we are being in any moment and not what are we doing.

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

Richard Medcalf
I think my favorite piece of research is the one that Marshall Goldsmith did many years ago where he asked, I think it was 80,000 professionals where they rank themselves in terms of competency. And, basically, it was like 90% of professionals rated themselves in the top 50%, and 50% of professionals rated themselves in the top 10% in terms of competency levels and performance levels. So, we have to realize that we have a huge capacity for self-delusion and to think we’re doing better than we are, which, for me, is always a great reminder to try and get data points in how we’re doing.

Pete Mockaitis
Okay. And a favorite book?

Richard Medcalf
Yeah, recently, one of the books I’ve really enjoyed, actually, is a book called Unreasonable Hospitality. It tells a story of a Madison Square place in New York and how they went above and beyond normal restaurant levels of service, becoming going from basically a three-star mediocre restaurant to the number one restaurant in the world by obsessing on customer experience, by doing absolutely crazy things, very unique one-off based on individual guests coming in.

They’d Google their guests before they arrive. They would listen in. They’d try to find things that would surprise and delight. It’s something which I try to integrate into my business. It’s an ongoing journey but I find that’s very inspiring, a very inspiring story.

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

Richard Medcalf
Yeah, I run pretty much most of my business these days on ClickUp, which I have found to have taken out a lot of the complexity and chaos in my business, so I must admit that’s a tool which I use all the time.

Pete Mockaitis
Okay. And a favorite habit, something you do that helps you be awesome at your job?

Richard Medcalf
I guess my favorite habit is probably meditation at this point. I’ve struggled with that for years on and off. I’ve found just getting the Headspace app and just doing 10 to 15 minutes a day at the start of my day has really helped me become calmer and more focused as I head into each day.

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

Richard Medcalf
Yeah. Well, I actually have a little snail on my desk, a little pewter snail because my favorite quote is “You got to slow down to speed up,” or as the racing car world would say, “You got to go slow to go smooth, and smooth to go fast.” And what that means for me is when we slow down our thinking to think about what’s really important in this moment, then we put our focus on more important things than when we’re rushing along just to get through our to-do list.

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

Richard Medcalf
So, find me on LinkedIn. I try to write a daily post there, a value-added post around impact leadership and being strategic. My website is XQuadrant.com, and, as I said, if you go to XQuadrant.com/awesomeatyourjob, you’ll find a link to the book “Making TIME for Strategy” and all the details of that, you’ll find a link to the assessment I mentioned before as one of the few other goodies there.

Pete Mockaitis
All right. Richard, it’s been a treat. I wish you much luck and time for strategy.

Richard Medcalf
Thanks, Pete.

796: How to Make Progress on Your Most Audacious Goals, Every Day with Grace Lordan

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Grace Lordan offers actionable solutions and tips to help bring you closer to your goals, one step at a time.

You’ll Learn:

  1. How to free yourself from the fear of making mistakes 
  2. How to break free from impostor syndrome
  3. How to stop stress from hijacking your day 

About Grace

Dr Grace Lordan is the Founding Director of The Inclusion Initiative and an Associate Professor at the London School of Economics and Political Science.   

Grace is an economist and her research is focused on quantifying the benefits of inclusion within and across firms, as well as designing interventions that level the playing field for under-represented talent within firms.  Grace served as an expert advisor to the UK government sitting on their skills and productivity board, is currently a member of the UK government’s BEIS social mobility taskforce and is currently on the Women in Finance Charter’s advisory board. 

Her academic writings have been published in top international journals and she has written for the Financial Times and Harvard Business Review. Grace is a regular speaker and advisor to blue chip finance and technology firms. Think Big, Take Small Steps and Build the Future You Want is her first book. 

Resources Mentioned

Thank you, sponsors!

Grace Lordan Interview Transcript

Pete Mockaitis
Grace, welcome to How to be Awesome at Your Job.

Grace Lordan
Hi, Pete. I’m delighted to be here, and I hope that I am awesome at my job.

Pete Mockaitis
Oh, well, we’ll see.

Grace Lordan
We’ll find out.

Pete Mockaitis
Just kidding. Just kidding. No pressure. I’m excited to hear about your book Think Big: Take Small Steps and Build the Future You Want. But, first, I want to hear about your dog-kissing practices.

Grace Lordan
My dog-kissing practices, yes, I mean, that continues. And for my partner, it’s the most embarrassing thing, I think, ever because it’s not even just in private. It’s also in public. She will give me now kisses when she wants a treat. She gives me a kiss before she goes to bed at night. And, actually, when I want to laugh, I do say to her, “Casey, can I have a kiss?” and she does give me a kiss. So, for people who don’t like dog-kissing, it’s probably a really bad start to this podcast.

Pete Mockaitis
Oh, no, I think that’s adorable. My kids, lately, have been asking it at bedtime, “I want 10 kisses,” and I just love it, so. So, dog kisses, yeah, I’ll take those, too, if we had a dog. As long as the dog, I think if it’s a dog you know, that’s cool. I might be a little uncomfortable if it’s like a total stranger dog that looks kind of, you know, ill. I don’t know if I want him kissing me. But if it’s your dog, it’s all good.

Grace Lordan
I think cuteness is a factor as well. You’ve chosen your dog, so you obviously think it’s really cute, but I think some dogs do look quite intimidating. So, yeah, I think stick to kissing your own dog, for anybody listening.

Pete Mockaitis
All right. We’re already getting actionable wisdom. Thank you, Grace. Well, let’s hear a little bit about inside your book. Were there any particularly surprising and fascinating discoveries you’ve made while you’re putting together Think Big?

Grace Lordan
There were lots simply because, when I was writing it, I treated myself as an experiment. So, if you read the book, there’s lots of tips that come from scientific research, and I actually tried them out. Some worked for me, and some didn’t work for me, which I think really kind of shows that you should, when you take advice, really figure out if it’s actually working for you.

I think some of the more interesting ones were thinking, for example, about the spotlight effect, how, for me, I have a tendency towards perfectionism, which it sounds wonderful, but actually it isn’t. It’s quite crippling. And learning about the spotlight effect, that people who are paying attention to you in the moment probably aren’t paying attention to you to the degree that you actually think has been quite freeing for me, and I’ve managed to verify that as true.

So, you can take that as depressing or not, Pete, but most of the things that I do, whether I do them well or do them badly, it feels like nobody’s watching, which is very freeing for me, but it could be quite depressing if you thought about it in another way.

Pete Mockaitis
All right. Well, so I’m intrigued. How did you confirm? Did you say, “Hey, you, were you watching me earlier when I was doing this?” Or, how did you put that to the test that you were not really being spotlighted?

Grace Lordan
I think you wait for the legacy. So, if you do things like public speaking, or if you are the person who convenes round tables, sometimes you will have blunders and you won’t say things exactly the way that you wanted to say them. For example, you might not be as clear as you would want. And I used to ruminate on that, and I would ask you, if you were my colleague, who is in the round table, and procrastinate over, “What did you think?” because I’m drawing your attention, so you would probably have a few comments.

But I found out that, actually, not necessarily drawing people’s attention to it, verified for me the people weren’t paying attention to it to begin with. Then, actually, even just leaving a lag to get feedback of one week meant that people have kind of forgotten my blunders and really saw the performance as an average rather than these very small minute things that I was picking up.

Pete Mockaitis
All right. Thank you. Well, zooming out a bit, can you share what’s sort of the big idea or main thesis behind the book Think Big?

Grace Lordan
So, I wanted to write a book that was for people who weren’t able to just upheave their lives to create huge change, because I think, here in the UK, and also in the US, we hear these stories of people who have great success, and it feels like they do it overnight. So, I wanted to write a really, really realistic book but I still wanted to write something where people ended up achieving really, really big things.

So, the starting point is getting people to think big, which really is getting somebody to imagine what their life would be in the medium term, so think years rather than months, if everything worked out and you had no constraints. So, Pete, you mentioned that you have two young kids, you would basically not say, “Okay, I have two kids I have to really factor in their care in this think big.” Instead, you would just imagine, “What if it all worked out?”

And then the second step in that is saying, “Okay, now that I have this vision of myself, what does that person actually do on a day-to-day basis?” So, I think one of the places where we fall down when we’re thinking about our future is that we visualize ourselves doing these kinds of huge big things, so declaring that we have huge earnings in our company if we’re entrepreneurs; imagining ourselves giving a statement if we were a CEO; imagining ourselves doing something else as equally impressive if we’ve gone into another kind of career aspect. But we don’t think about the tasks that actually get you there and the grit on the day-to-day basis.

So, I get people to visualize those, and, assuming that they’re happy with the tasks that they visualize, I ask them to put small steps in place that gets them doing those tasks now. Or, if they’re not able to do those tasks because of a skill deficit, to put steps in place to get those skills. If they visualize those tasks, and say, “Actually, this sounds really horrible. I like the idea of running my own company, but the day-to-day sounds terrible,” then they reiterate the process again. And, fundamentally, it’s about figuring out what you love doing, but also figuring out what you love doing that leads you to something probably bigger than you’re imagining at the moment.

Pete Mockaitis
Okay. Cool. Well, so that sounds pretty quick and zippy, Grace. Is that the case? Or, how long are we talking till we land upon a vision and a plan that feels awesome for people?

Grace Lordan
So, I think it is zippy. I have exercises in the book to get people thinking about the activities they like doing on a day-to-day basis if they don’t know what they want to do so they can map back to a big dream. I have kind of guidance on the type of skills that you need to do particular careers. So, I think the think big part is actually quite…it happens really, really quick. I love the word zippy, by the way. It is actually quite zippy.

But I think the hard part is putting the small steps in place and sticking to those small steps. So, once you get over chapter two and you have this kind of big vision in mind, the rest of the book is devoted to thinking about, “How can you stick to your small steps? How can you find time to do the small steps? How can you overcome your own biases? How can you overcome the biases of others?” And that part of the journey does take time.

And I think most of us as human beings are really…find really easy dreaming of something that we might never achieve, and those small steps are the bridge to actually making it a reality.

Pete Mockaitis
All right. And in the book, you’ve got six key areas: time, goal-planning, self-narratives, other people, environment, and resilience. Can you share with us a couple of your favorite tips inside each of these areas that can help us to think big and realize those big thoughts?

Grace Lordan
So, I’ve said this so many times since the book has been written, so it feels like a cliché, but it is something that’s fundamentally true, is that time is the one thing that we can’t get back. It is our most precious resource. And one of the things that I love doing, when I feel that I’m not making progress, is time audits, and I’d encourage anyone listening to do one as well, and really divide…so, firstly, auditing what they’ve on a day-to-day basis, ideally, in 15-minute increments. And then going back and asking yourself, “Which bucket do those increments fall into?”

So, firstly, “Are these things that actually allows me to be happy in the moment or allow somebody else to be happy in the moment, or give some value?” The second are the things that, actually, are investing in your future self. So, this idea of me plus, or the person who you visualize when you think big. And the last are what I call time sinkers, and these are things that absolutely waste your time.

And when I wrote the book, my biggest time sinker is sitting in meetings. I work in the university and the meetings tend to be very, very long. I don’t know about the US, but in the UK, they tend to be very, very long, very, very boring, and no decision ever gets made. A lot of small-stake stuff gets debated. So, for me, that was my time sinker to really focus in on, “Do I need to be at these meetings if nobody is actually making a decision, nobody is listening to me?”

Another time sinker for me was spending too much time on email. For other people, it could be social media, it could be online shopping, but really figuring out what those time sinkers are and re-allocating that time to invest in your future long-term self.

Pete Mockaitis
Oh, if I may, Grace, I’m curious, if you determine these emails are taking too much time, these meetings are taking too much time, in practice, how does one just ditch them, it’s like, “You know what, not doing anymore. Hey, Dean, or whomever, not going to those meetings anymore”? How do you pull that off?

Grace Lordan
It’s a really great question. So, I think, for me, it’s going to be easier than for a lot of people because one of the benefits of working in the university is they have this thing called tenure, where it’s kind of hard to fire you. So, if no one is listening to you in a meeting, it’s quite valid for you to say to the chair, “No one’s paying attention to me so I’m just not going to show up for this.” And if they don’t change the meeting, I think that’s okay.

I think it’s harder if you have a job where you do have to show up, but, nonetheless, I think it’s possible. So, for people who I know who work in finance and technology companies in extraordinary competitive environments, one of the solutions that they have for the emails is to check emails at particular times during the day.

So, they’re not firefighters and they’re not heart surgeons, so if it takes them 90 minutes to respond to something, it’s not going to be the end of the world. And that batching has been extraordinarily effective for them. On meetings, and we might get into this in a while, in a lot of companies where I’ve kind of been working and kind of doing work about redesigning how leadership should look, is fundamentally is about redesigning meetings to give time back to your team.

So, again, moving away from these forums where we over-deliberate on small-stake stuff to an environment where we have trust, and bringing people together when the big things are at stake, or when you’re creating and when you’re innovating. And in the book, I talk a bit about how you can redesign meetings if you’re in charge of them, but also if you’re somebody who’s low-power, how you can nudge the person in charge to get you there.

Pete Mockaitis
Yeah, that’s a great turn of a phrase, deliberating on low-stake stuff. And I guess one would need to think through, “Are the low stakes just for me? Is there a low-stake for the company, for the team, or for everybody?” And I think, often, the answer is there’s little stakes for everybody. Maybe someone just doesn’t feel confident enough to make a decision on their own without gathering input. Or, they’re extroverted, they just like to chitchat.

So, I guess there’s any number of reasons why meetings appear that ought not to have appeared, but I think that’s a really great check-in question to work through there in terms of, “Is this, in fact, small stakes for everybody? And are we just talking because here we are and we’re intellectual creatures who have different ideas so we’re going to talk about them because that’s the topic placed in front of us?”

Grace Lordan
I think it comes from a really good place, so I think, as organizations grew, it was hard to build trust in organizations. Because, if we think back a hundred years as things were actually getting bigger, usually, you were just battling a growth cycle, so the idea of putting structure around meetings probably wasn’t something that dawned on anyone, particularly when people were working nine to five and time wasn’t as scarce as it is today.

I think, now, we fundamentally have an oversupply of meetings to discuss small-stakes stuff because we want to be transparent, so it comes from a really good place. So, if, for example, I’m interested in how many bike racks that I should put outside buildings, it’s nice for me to ask you, Pete, because I feel that I should be an inclusive person but, for you, that’s taking your time.

So, I think the battle for leaders and for companies now is to, firstly, figure out, “What are the things that are low stakes and what’s high stakes?” and put transparency around the low-stake stuff for the one person or the two people who might really want to see how that decision is made. They should be able to go online and look that up.

But I think for the rest of the people who are actually happy to trust and give autonomy to their teammates, then they should get on with it. And I think part of it is that leaders themselves shouldn’t be involved in the low-stakes decision-making. So, for example, if I’m in your team, Pete, and you’re the leader, you, like everyone else in the team, should accept me making decisions without you being there, and the mode of transparency that’s open to the team.

And I think I see in teams now, particularly in finance and tech where I do a lot of work, where people are moving towards that mode, and they’re getting just a lot of time back. And people are ending up being happier, safe in the knowledge that when the big decisions are being made, they’ll be called into the room.

Pete Mockaitis
Certainly. And I like the bike rack example a lot because you can very politely say, “You know, I trust you and whatever you decide with regard to how many bike racks is fine.” And then that might be a good little test for yourself internally, like, “Do you have any input here?” It’s like, “Actually, I guess I wouldn’t want you to add hundreds of bike racks, such that the closets are…or the hallways are really crowded, but other than that, I mean, really, you could have five, you could have 50, and it’s just fine with me.”

Grace Lordan
And most people will make a really sensible decision in that domain. And there are these experiments that are fantastic in behavioral science, where they give people things to deliberate in meetings, and they look to see how much time they spend on items, like the bike rack, as composed to items like project choice, capital structure decisions, pensions, and people tend to spend more time talking about the bike racks because, fundamentally, in meetings, most people can give an opinion on a bike rack because it’s a very easy thing for us to conceptualize.

When the material gets hard, you get much fewer questions. And, actually, for the meetings to work, we need it to be the other way around. We need it to be people like me who don’t necessarily and fully understand the question on pensions, for example, to be asking the questions so that everyone in the room gets to understand that really big decision, and we should leave the bike racks to somebody else to decide.

Pete Mockaitis
That’s a really good perspective, and I’m amused by podcasters. I’ve been in some podcast forums where folks have a question about, I don’t know, cover art, which kind of matters. It’s not the number one thing but it sort of matters. But that’s very easy for anyone to opine on, like, “I like the yellow one. I like the one with the bigger face,” a piece of art or design anyone can comment upon but, really, what’s most critical is, “Okay, do I have a show that serves a real audience and a real need that’s somewhat distinctive and/or superior from the alternatives available?”

But that’s a lot harder to…like, you’d actually have to do some research to be able to tell you, to opine on that as opposed to, “I like the yellow one.” And yet, yeah, that’s great. So, in a way, the primary driver of deliberation time is not so much importance or value but just, I guess, ease of folks having opinions on, opine-ability. I don’t know what we’d call that.

Grace Lordan
So, in behavioral science, there’s a whole area of research that talks about shared information versus hidden information. So, the shared information are the things that we have in common this evening when we’re talking. And for a podcast, it probably makes sense for us to focus on things that are shared, otherwise it would sound really weird for the audience.

But if we’re working together, the value of us as colleagues is actually in our hidden information, so you’ll have insights that I don’t have, and we should take time to learn those for the big stuff. But we should hire somebody who we can delegate the small stuff to so we actually have that time. So, some of the kind of work that I do is really getting people to, firstly, understand what we’re talking about to be true, but, secondly, to get comfortable talking about that hidden information.

Because one of the first things we do when we have new colleagues in companies is that we kind of condition them, if they’re going to stay with us, to conform to the type of information that we like sharing in meetings, which really gets rid of the comparative advantage we get when that person comes through the door. And it all comes down to our ego.

As humans, we just like to be comfortable in conversations where we fully understand what’s going on. But, obviously, to learn something new, there has to be lots of moments in our life where we’re sitting in rooms where we fundamentally don’t understand something. We grapple with that so we get on the same page as somebody who has a different perspective or unique information compared to us.

Pete Mockaitis
All right. Thank you. Well, so we had some thoughts on time. How about self-narratives?

Grace Lordan
Yeah. So, one of the interesting things for me, because my background is in computer science, so one of the biggest learning curves for me has been that people prefer storytelling over data. One of the most interesting things to me in the psychology literature is that the biggest storytellers we are, are the stories that we essentially tell ourselves.

So, if I’m ever going to do something new, what actually goes on in my mind just before I do that particular thing is going to govern how well I actually do it in the moment, how I feel coming out of it, and whether or not I’ll engage in it again. And in Think Big, I kind of explore the idea of self-narratives that might be holding people back, like, “I’m not good enough,” “This doesn’t necessarily suit me,” “I don’t have time for this,” and really getting people to challenge those narratives so that they get to move forward in a way that feels much freer.

And I think, again, kind of in writing this and in talking to different people on their perspectives, what are the things that really stood out for me is, fundamentally, people often don’t see that. It’s themselves that are the majority of what’s holding them back as compared to other people. We usually see it really clearly if somebody else puts an obstacle in our way, but those obstacles that we have through the image we have of ourselves, which is probably not true, by the way, is something fundamentally that, I think, people need to address in order to achieve and, given the topic of this podcast, be awesome at their job.

Pete Mockaitis
Okay. Very good. And so, if we’re exploring the stories that we’re telling to ourselves or about ourselves, do you have any pro tips on identifying what stories may not be serving us so well, and how to reframe them?

Grace Lordan
Absolutely. So, I think that there’s kind of two different ways in which you can go about this. So, the first is that you can start listening to yourself, essentially. So, when you have these big moments, recognizing whether or not you’re going into imposter syndrome; recognizing whether or not your self-chatter is saying that you don’t necessarily have enough time, which is my one, by the way; recognizing what that actual narrative is; and challenging that narrative in the moment by giving disconfirming evidence.

And I think that there’s some good evidence in psychology that this can work for people, I’m quite skeptical because I can’t imagine myself being in a situation where I’m about to do an action that’s making me nervous, and I find myself having the strength to have that argument with myself internally. So, I prefer the other approach, which is really to, once you’ve identified that narrative, to think about actions that disconfirm that particular narrative and engage in those regularly.

So, really, for example, if you think about somebody whose self-narrative says that they’re a smoker, so they now start saying, “Actually, I’m not a smoker. I’m somebody who does something different.” So, every time that they might think of a cigarette, instead of going and smoking, they bring that narrative to the fore so that they’re swapping out one behavior for another behavior in themselves.

Pete Mockaitis
Okay. Cool. And then when it comes to resilience, how do we get a boost there?

Grace Lordan
So, the chapter on resilience, I actually wrote before COVID, and I think it’s been the most popular chapter in the book because, during the COVID pandemic, a lot of people really wanted to figure out how they could become more resilient when they’re at home. Again, in the same flavor as the book, I really lean on what are small things that you can do on a day-to-day basis that will preserve your resilience reserves or also enhance them.

So, I’ll give you two, which are two of my favorites. So, the first is to really reflect what you do when something negative happens to you. So, whether or not it’s a colleague insulting you, not getting a promotion, to something even bigger than that. What are the typical types of reactions that you have? So, really kind of engage in that self-awareness.

And for behavioral scientists, we call that period affect. So, basically, you’re reacting with emotion and you’re in this hot stage which probably isn’t the best for you to make decisions about your way forward, figuring out what you’re actually going to do in that period. So, for me, in the book, I give the readers a list of things that I do that range from a walk around the block when it’s something small, to taking bigger timeouts to have to spend some time with friends and get the healthy jolts of confirmation bias when things are a bit worse.

And then the second stage is dealing with the problem. And I ask people to do this ahead of time, so really think about, “When negative things happen, what are you actually going to reach with?” so that they’re not reacting with their emotions. And this is particularly useful, I think, for people who do become very emotional when things don’t actually go their way.

Within companies, you can also do this within teams so if you’re trying to build psychological safety, you could think about saying to your team, “Look, there’s going to be moments where things don’t go our way. And when things don’t go our way, we’re going to take a timeout, and this is what the timeouts can actually look like.” And that does something for the team in giving them certainty about what would happen in an uncertain situation. And with respect to the individual, you’re essentially giving yourself certainty about what you’re going to do when things don’t necessarily go wrong. So, it seems to be very effective.

The second then is to really go into a battle with loss aversion. So, if you can imagine yourself, Pete, and you’re walking down the street today, this won’t happen in London, by the way, because the weather is extraordinarily hot today, but if you’re walking down the street and it’s a rainy day, and somebody splashes you with a puddle, so they go through, you’re soak from head to toe, and you’re meant to go somewhere important. How would you react in that situation?

Pete Mockaitis
I would probably say, “Aargh!”

Grace Lordan
Would you shake a fist? Would you be annoyed at the driver?

Pete Mockaitis
Oh, sure. I’d be annoyed, angry, confused, startled, yeah.

Grace Lordan
Would you tell the story later to other people?

Pete Mockaitis
It really could go either way. I suppose if I was entering a room and everyone says, “Whoa, why are you covered in mud?” I would absolutely tell them.

Grace Lordan
You might do it.

Pete Mockaitis
I’d probably tell my wife but, yeah, I’d probably lead with that.

Grace Lordan
But it would stick with you even for that moment where you have that angry burst, you have a negative reaction. That seems to be what most people would have, then some people would carry it with them for their day, and then some people would just find it really hard to get over. So, you have these kinds of three types of people, if you like.

You get the same when you have somebody who insults you. So, if you can imagine yourself being in the workplace and somebody says, “Pete, you’ve done an extraordinarily bad job today. I don’t know why you came to work,” usually people inside will feel quite negatively towards that person. They might tell their spouse or they might tell a friend, but it really weighs on their mind.

Or, if a colleague ignores them, the same thing. So, if a colleague ignores them, they do feel negatively towards the person, “What’s going on? Why is Jim ignoring me today? I don’t necessarily know what’s going on.” And on the other side, we don’t celebrate when we don’t get splashed by a puddle. We don’t celebrate when people are incredibly kind to us and give us compliments in work. We’re very unlikely to celebrate when somebody kind of gives us that greeting in the hall with a big smile on their face.

And it’s actually been shown kind of time and time again that people who focus on those moments, the driver who slowed down without actually splashing them and ruining their day, the person who is incredibly kind to them, the person who gives the good greeting, if you concentrate on those at a certain point in the day, which is known as gratitude in the literature, or celebrating small wins, if you’re a behavioral scientist, it really allows you to not just kind of preserve your resilience stores because it moves the focus away from bad things that have happened to positive, but also allows you to become more resilient because you recognize that you have these good things going on in your life.

And that is something that I really kind of encourage people to try and see if it works for them. For me, I’m not a great journaler so I usually do this at the end of my day, like 7:00, it would be later tonight, and I write down that I’m really grateful for a good conversation with Pete. And having those moments where I actually kind of look at my day, and say, “Yes, everything didn’t go my way but there were these things that actually stand out that life is going in the right direction,” is extraordinarily resilience-preserving and incredibly easy to do.

Pete Mockaitis
Well, Grace, you’re also an authority on issues associated with bias. Can you speak to some of the takeaways there that can help us be more awesome at our jobs?

Grace Lordan
Yes. So, I wrote a whole chapter on bias in the book and one of the things that I ask people to recognize in the beginning is to think about what is the proportion of their journey that belongs to them, and what is the proportion of the journey where they rely on other people.

And then we go deep-diving into the biases that traditionally hold people back. And one of my favorites is confirmation bias. So, it’s my favorite because confirmation bias is both a good thing and a bad thing. So, when you’re having a really crummy day and things haven’t gone your way, you absolutely want somebody who’s going to take your side, who’s going to tell you that you’re right, and who isn’t going to put up a fight against you when you say to them it was all somebody else’s fault. You absolutely want that.

However, if we bring confirmation bias into the workplace on our regular days when we’re trying to do our job, when we’re trying to get critical feedback, it really, really will hold us back. And confirmation bias is a tendency for me to hold a belief and then go looking for evidence that actually confirms that belief.

So, for example, if I’m somebody who believes that we should go with a particular project at work, or, to use our example, that there should be ten bike racks outside the building, I will look for evidence that confirms that particular belief. But, of course, there’s lots of other perspectives that I should be taking into account when I’m making big decisions, like, the project to actually take on, a colleague to hire, or who to actually promote.

And, fundamentally, I think some of the battles that we have at the moment is getting within teams and individuals to really look outside themselves, for perspectives that aren’t their own, and to battle their own self-beliefs. And if you think about whether or not you’re growing as a person, it can be really helpful to ask yourself when was the last time that you changed your mind on something that was a fundamental belief to you.

So, you come into this world, we were brought up in a certain way, we go about our journey, and we kind of create particular beliefs. When did you actually change your mind? And in the absence of being able to identify when you changed your mind, being honest with yourself, and saying, “When did I sit down with somebody who held a different belief to me and had a conversation with them?”

And, for me, most of my work is in companies when it comes to investment choices, colleagues to hire, colleagues to promote, but you can also link this to what’s kind of going on in society and different perspectives with respect to governments and ideologies, and people just aren’t talking to each other. And what it really comes down to is, as human beings, again, our ego lends us to hanging around with people who have the same viewpoints of us and always wanting to be right.

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

Grace Lordan
No, I’m good.

Pete Mockaitis
Okay. Well, could you share with us a favorite quote, something you find inspiring?

Grace Lordan
I think I’m going to go with Madeleine Albright, who has passed away very recently, who said, “There is a special place in hell for women who don’t help other women.”

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

Grace Lordan
So, I have a number of them, but one that I refer to a lot is one that was done in the ‘60s on the Pygmalion Effect that really demonstrated that when researchers went into schools and they picked out the kids that had the highest ability, and then when they went away, and they came back and they looked at the kids’ test scores, well, they actually were kids who had done incredibly well.

But what was really unique about this study was that the kids had been randomly selected on the first day. So, they weren’t the highest ability at all, and it really demonstrated two things. So, firstly, self-belief of the kids mattered because they have been given the label that they were high ability but also the belief in the teachers towards these students.

So, if you are somebody who is struggling or who isn’t doing incredibly well at work, it might just be that you don’t have a manager who’s giving you opportunities to thrive. And why I picked that one this evening is it has been replicated many times in companies to demonstrate that somebody who isn’t doing particularly well in one team under a particular manager, when they move and the manager actually believes in them and inputs into them and gives them opportunities, they do tend to grow.

Pete Mockaitis
All right. And now could you share a favorite book?

Grace Lordan
I love a lot by Ryan Holiday. So, at the moment I’m reading Courage is Calling, which is an absolutely amazing book, and I’m really looking forward to the second part, which is coming out in September on discipline. I think the work he does that really links to stoicism and some other concepts that have been long forgotten, and bringing them into the modern day is just so unique. I would really recommend people reading him.

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

Grace Lordan
iPad. So, my iPad is used to check my emails. So, on every other device, I don’t have my emails come in and ping and distract me. I use my iPad as the accessory where I check my emails, and it’s been the one thing that has really allowed me to increase my productivity in the last decade.

Pete Mockaitis
So, you don’t view or reply to any emails on your computer?

Grace Lordan
No, or phone. And, at the moment, it’s in a different room, so the cost of me checking it is actually really high. So, if you said, “I want to go and just make a coffee, I’ll be back in two minutes,” previously I would be checking on my phone, answering some emails, getting distracted, and not being in the moment. Now, I have to physically walk out, get it. Sometimes I do do it on autopilot, I won’t lie, but the majority of time, it has become conscious. So, it’s not the tool itself, but it’s what it enables me to do.

Pete Mockaitis
Okay. And a favorite habit?

Grace Lordan
Favorite habit is I was going to say the email checker, but I’m going to pick something different. It’s walking my dog. So, I walk her morning, afternoon, and evening, very short in the afternoon, and it’s really just a chance to get mindful.

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

Grace Lordan
So, I say a lot that time is your most precious resource, and people do, on Instagram, let me know what they’re using their precious resource for. And so, we can’t get it back. So, really bringing people’s focus to time.

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

Grace Lordan
www.GraceLordan.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?

Grace Lordan
Yes, I’d like people to make a pledge to have one small change in their life that will make them be awesome at their jobs. If they’re not sure what to do, it can be doing a time audit. So, figuring out what they did in the last week, breaking that time into 15-minute chunks, and dividing it into things that are time sinkers, things that give you happiness in the moment, and things that are going to make you move more towards your future self.

Pete Mockaitis
All right. Grace, thank you. This has been a treat. I wish you much luck as you think big.

Grace Lordan
Thank you, Pete. You’re absolutely awesome.