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554: How Doing Less Results in Achieving More with Celeste Headlee

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Award-winning journalist and speaker Celeste Headlee shares how doing nothing can help you accomplish everything.

You’ll Learn:

  1. Why idleness isn’t laziness
  2. What’s causing you burnout
  3. The productivity benefits of shorter work hours

About Celeste:

Celeste Headlee is an award-winning journalist, professional speaker and author of Heard Mentality and We Need To Talk: How To Have Conversations That Matter. In her 20-year career in public radio, she has been the Executive Producer of On Second Thought at Georgia Public Radio and anchored programs including Tell Me More, Talk of the Nation, All Things Considered, and Weekend Edition. She also served as co-host of the national morning news show, The Takeaway, from PRI and WNYC, and anchored presidential coverage in 2012 for PBS World Channel. Celeste’s TEDx Talk 10 ways to have a better conversation has over 19 million total views to date.

Items Mentioned in the Show

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Celeste Headlee Interview Transcript

Pete Mockaitis
Celeste, thanks for joining us here on the How to be Awesome at Your Job podcast.

Celeste Headlee
My pleasure. Thanks for having me.

Pete Mockaitis
Well, I’m excited to chat again. And, first, I was very curious, as you filled out the form, you mentioned that your dog has a best friend whom your dog texts. Please explain.

Celeste Headlee
Well, I mean, obviously, I text on behalf of my dog.

Pete Mockaitis
Oh, okay.

Celeste Headlee
But they have a very close relationship, and my dog has a very expressive face, so I read the facial expressions and then I text it. My neighbor across the street has a dog named Choco, a lab mix, and they took her away for three months. They went on a road trip, and so Sam has missed Choco horribly, so the dogs would text back and forth to each other for the three months while Choco was away. Their reunion was lovely.

Pete Mockaitis
Well, that is lovely. Well, that explains a lot. I mean, I was very intrigued, like, “How is this working in terms of texting? And is the best friend another dog or is it a…?” Now, that’s all good and clear. I’m curious how they got to be so tight to begin with. What forges a bond between the dogs?

Celeste Headlee
I really don’t know. My dog is pretty particular about which dogs she likes and which she just tolerates. The vast majority of canine kind belongs in the second category, she’s fine with them but she just tolerates them. But something about Choco, the very first day they met, she just fell in love. That was her puppy, and they have been bonded. They’ve been a bonded pair ever since.

Pete Mockaitis
Well, so talking about pair bonding, the last time we discussed, we had a great conversation and listening and such, and that was a fun one. So, listeners, that is over at Episode 221 if you’d like to resurface that one. But now you’re onto some new territory, or maybe, I imagine, there’s some interrelationships there. You’re talking about doing nothing, well, your book title I love, “Do Nothing: How to Break Away from Overworking, Overdoing, and Underliving.” Captivating and I think resonant for many. So, boy, there’s lots to say here, but maybe I’ll just put you on the spot. What’s maybe the most fascinating and surprising thing you discovered when you were researching and putting this book together?

Celeste Headlee
I think that number one is how long this has been going on, right? Because this sort of modern hustle culture that is making so many of us unhappy, I think we tend to associate it with technology and social media and some very recent developments. But when I started researching it, it dates back to 19th century Scotland.

Pete Mockaitis
Oh, that’s where hustling began?

Celeste Headlee
Yes, exactly.

Pete Mockaitis
The Scottish hustlers.

Celeste Headlee
The Scottish engineer. Funnily enough, one of the things I talk about is how we’re always trying to have the best, the ultimate, which is, in moderation, that’s a wonderful impulse, but that Scottish engineer, he wasn’t inventing the steam engine, he had a steam engine, he thought it was terrible so he was just trying to improve it. And that’s how the Industrial Revolution began. So, that was the biggest surprise for me that this has been going on for well over 250 years.

Pete Mockaitis
And so, you’re saying that the start of hustle culture coincided with the start of the Industrial Revolution in that I guess there’s an optimizing mindset. Or are you also saying that individual workers are like, “Oh, wow, okay. I do more, I get more”?

Celeste Headlee
Okay. So, human beings did things and lived a certain way for most of our 300,000 years on the planet. I’m talking about homo sapiens. And when the Industrial Revolution came along, it literally changed everything, and that’s another surprising thing for me, because when you’re in history class, AP US History or whatever, and you’re learning about the Industrial Revolution, I don’t think you really understand how much changed, and how not only our work changed but like almost every aspect of our lives and our personal relationships. But the biggest thing is that time became money.

Time did not equal money before the Industrial Revolution. In other words, your task, that what you made was what was worth something. It didn’t matter how long it took you.
another thing that shifted during the Industrial Revolution is, before that time, first of all, we didn’t work very much. Medieval serfs worked less than half a year. And it was because of this idea that, number one, most people were at some level entrepreneurs. Even serfs had a certain amount of land that they farm for themselves. They got done putting their two hours in for their lord, or whatever, and then they went home, and they took care of their stuff. You had all these women who had knitting businesses and quilting businesses, and they made textiles and all these other things. The Industrial Revolution just decimated the female business owner population.

[06:38]

But, also, it sort of disempowered a lot of workers. So, whereas, you would’ve had all these different workers with their own set of tools, when they moved into a factory, they no longer owned the tools, they no longer owned the product left. It became this very centralized industrial culture, and people, for the first time in like the early 20th century, more people lived in cities than they did in rural areas. Just like literally everything changed. And it happened so rapidly that people weren’t quite ready for how dramatic that change was.

Pete Mockaitis
Okay. So, that’s kind of where it began. So, it wasn’t the internet, it wasn’t the iPhone, it wasn’t Instagram. It was the Industrial Revolution. So, that’s handy to orient kind of what’s going on there. And so then, if your advice is…the title is “Do Nothing.” Is that what you suggest is the answer to our overwork, overdoing, underliving world? What do you mean by that and how is that an optimal answer kind of relative to our alternatives?

Celeste Headlee
Well, the point being that idleness is not laziness. In other words, a fisherman is busy while he’s idle. Same with most security guards, right? They’re working while they’re idle. Whereas, if you’re bike-riding, you’re actually quite active when you’re at leisure. Our ideas of these concepts of leisure, laziness, and idleness are really kind of screwed up, and partly because we have this sort of work addiction so we don’t really understand that idleness is required by the human body and the human mind.

The human mind just doesn’t persist. That’s not how it works. It pulses. It needs regular breaks, it needs rests, and in order to do its absolute best work, it needs short bursts of focused attention. And at this point, very few workers really get focused time when there’s no distractions. You walk through an office and you’ll see everybody with like 50 tabs open on their browser, and their email open, and their smartphone there, and their Fitbit, and their Slack going.

People don’t work without distraction, and yet that is the most fertile ground for the brain in terms of creative problem-solving and productivity. So, number one, we’re not as productive as we think we are. That’s a delusion. And, number two, you need downtime. That’s how you keep your brain working at its best.

Pete Mockaitis
Okay. So, I think I buy that in terms of that’s what would make for some great outcomes during the course of doing your work. And so then, when we talk about doing nothing, what does that look, sound, feel like in practice?

Celeste Headlee
First of all, I’d say try out boredom. Try to feel bored again. And in order to do that, you need to put away your smartphone. I am not the person that’s going to tell you to get rid of your technology. I think technology is fine. But I do think you have to put limits on how much you use it. So, every once in a while, put your smartphone away, go take a walk without your phone. Sit down on the couch and just sit there for a little while and see what comes to mind.

Every once in a while, I say, “Oh, my God, I have a porch,” or I remember my porch. Maybe I’ll go sit on it for a little while, and I just force myself to sit. And if you do that, frankly, you can’t do it for a really long period of time. Your brain just doesn’t like to be bored, and so things will come to you. You’ll start thinking about stuff. You’ll maybe remember that kit you bought to make your own, I don’t know, apple hard cider or whatever, “Oh, yeah, maybe I want to do that. Maybe I want to do work on playing the guitar,” or whatever it may be. But things will come to you, and you’ll remember things, and there’ll be new thoughts.

All the time that you’re idle or bored, your brain is still working. It’s working almost exactly as hard as it does when you’re trying to make it do productive work, right? So, when it’s idle though and not focused and directed, what it’s doing is like sifting through memory, sifting through information that you’ve taken in, thinking of things that you haven’t thought in quite some time, and it’s making new connections. It’s making surprising connections.

And so, you’re going to have, perhaps, thoughts you’ve never had before. That won’t happen if you’re always directing your mind to do something and produce something. You need to let it sort of sit back and kind of browse through the shelves.

Pete Mockaitis
Okay, understood. So, you’re saying it’s key that we have some time for this idle stuff as opposed to being go, go, go, go, go sort of constantly, and that’s counterproductive to our ends. Could you share some of the most striking, I guess, studies or data points or numbers that reinforce this for the workaholics who need a little bit more encouragement?

Celeste Headlee
Well, we have a lot of different case studies that prove this point, and one of the ones that I revisit a couple times in the book is Sahlgrenska Hospital. And one of the reasons I think it’s so striking is because we think of the medical profession as just requiring punishing hours. They have cots in their break rooms for a reason. And so, Sahlgrenska Hospital was having a huge productivity problem. Their staff was working incredibly hard, and yet the wait to get a surgery done was months long, and they were just completely overwhelmed, and they decided to experiment with cutting hours.

So, in this one orthopedic unit, they cut everybody’s hours down so they never worked longer than six hours at a time. Six hours at a time. I mean, think about that in a hospital. And they had all these funds set aside prepared to hire on a bunch more people to cover the gaps. But what they found was they didn’t have to hire anybody. In fact, productivity went up, the wait for surgery went down to just a few weeks. You could get in within two or three weeks. And they actually found they were not only getting more done in less time but the morale went straight through the roof. Why? Because they were actually getting rest.

Surprisingly enough, when the brain is rested and the body is rested, you make way fewer errors. And errors is wasted time, right?

Pete Mockaitis
I see, yeah.

Celeste Headlee
You’ve done work that has to be corrected.

Pete Mockaitis
Well, I guess that’s kind of a spooky thing if all the surgeons were making errors previously.

Celeste Headlee
I’m not trying to give you nightmares.

Pete Mockaitis
The United States error situation. Well, I buy that in terms of you make the errors which require fixing. Or even if it’s not an explicit, “Ooh, you did A when you should’ve done B,” I think about it sometimes like you just didn’t have the idea that would’ve been five times as fast as what you did instead. It’s like, “Oh, I could’ve done that.”

Celeste Headlee
Think about it this way, the way that we’re working right now where we’re either in burnout or on the edge of burnout. What’s happening neurologically is that you’re so stressed and overwhelmed that you’re in fight or flight. That means the part of your brain that is ruling your brain in making decisions is your amygdala. Now, your amygdala is the oldest evolutionary part of your brain. It is your monkey brain. And that is the one that you want if you’re being chased by a tiger. You want absolute pure instinct to take over. Like, you need that one to take the wheel when you’re in crisis, and then hand the wheel back because that is the toddler in the room.

Then you want the rest of your brain, especially your prefrontal cortex, which is right behind your forehead, that’s what you want generally making your decisions. That’s the part that thinks twice. That’s the part that considers. It’s mature. It’s your executive thinking capacity. But when you’re in burnout, it’s your amygdala all the time. You’re in fight or flight all the time, which, number one, means you’re stressed. Your cortisol levels are quite high. Your heart rate is usually elevated. And, again, you are making decisions based on fear. You’re not making decisions that are carefully considered. You’re making decisions instinctually, gut instinct, which means you’re making bad decisions.

You’re not just making bad decisions about what to do at any moment at a time, you’re making bad decisions about your priorities, you’re making bad decisions about what to eat, how much sleep you need. All the things that you need to do, you’re making bad decisions. And so, of course, it’s wasting your time, of course it’s not leading you to the kind of creativity and innovation most of us want. If we could just relax a little bit and create an environment in which your body and brain can do their best work, you will not lose productivity. In fact, you might find, just like the hospital did, your productivity will go up.

Pete Mockaitis
Well, you know, recently, we had Michael Hyatt on the show who told a similar story about free to focus and his executives, and they grew revenue, and they worked less, like 11 hours a week less. So, I mean, that’s a message that I love hearing because I would like to work less and achieve more, so it sounds very appealing. Do you have a sense for what is the sweet spot either on a weekly work-hour basis or a daily kind of on/off rest cycle basis? Like, what’s your hunch for productivity maximization? What’s the ballpark range of how much is too much versus not enough versus just about right?

Celeste Headlee
So, we do have a lot of these records. Some of the most productive people in history worked maybe four or five hours a day. They ran a study at the University of Illinois in which they followed…

Pete Mockaitis
I.L.L. That’s right.

Celeste Headlee
That’s right. Is it your alma mater?

Pete Mockaitis
It sure is.

Celeste Headlee
They followed, and this is a while ago, I want to say it was the 1970s. It could’ve been the ‘50s. In any case, they followed a whole bunch of scientists around for quite a length of time, and they found the least productive among them were the ones who worked more than 50 hours a week. The most productive were those who worked between 12 and 20 hours a week. Charles Darwin worked four hours a day. Charles Dickens worked four hours a day. Prionka Ray worked four hours a day. We happen to know, just based on anecdotal evidence, that the average person has maybe four hours of focused work in them on any given day.

Now, that said, obviously that’s an average. I had to figure it out for myself. And, anybody, I explain how to do that in the book, but you’re going to have to find out for yourself what is the amount of time that you can work before it starts becoming counterproductive. But if you think that it’s eight hours or, God forbid, 10 or 12, that’s wrong.

Pete Mockaitis
And that’s intriguing. I guess with the examples that you gave us, I think that makes a ton of sense in terms of like scientists. Like, those who need a breakthrough, or a great idea, or an innovation, then that totally adds up, “Hey, you need more idle time so your brain can do all those things you were describing that can lead you there.” And then, as opposed to when you’re in an Industrial Revolution type mode, it’s sort of like you don’t need to get a great idea, but you do need to, I don’t know, tighten a bolt or kind of whatever, stick this thing in that thing. Although, those jobs are fewer and fewer, and not ones that mostly is less some tasks.

Celeste Headlee
Fewer and fewer but also, remember this, Henry Ford didn’t shorten his work hours for his workers to eight hours because he wanted to be generous. He shortened those work hours because he found that if they started working more than that, they started making errors and screwing things up to the point where productivity went down. We have known, even going back to the 19th century, we have records of businesses that when they shortened work hours, actually saw productivity go up, and that’s partly because of accuracy, it’s partly because the brain and body just worked better and they’re more fluid, and they’re just better fit to get things done when they’re well-rested and they’ve had breaks. So, it’s not just the knowledge worker. It’s pretty much any worker, you need rest.

Pete Mockaitis
Cool. And so, with those four hours, are there some themes or patterns in that they are more so in the morning, recently after sleep, or are they kind of like all over the place based on people’s unique cycles and ways of working?

Celeste Headlee
Interesting enough, again, we’re talking about averages here. So, the average person is actually better first thing in the morning if it requires any kind of real thought, and that’s especially true of people who are not morning people. So, the more tired and groggy you are, actually the more innovative you are first thing in the morning, oddly enough. Again, these are averages. You have to figure this stuff out for yourself, which means you can’t read some article on the web that says, “Oh, successful people wake up at 4:30 a.m. and immediately do hot yoga,” or whatever it may be. You need to figure out for yourself what works best for you. On average, mornings are good.

But there’s wide variance in the end. Maybe you have the kind of home situation where your mornings are noisy and chaotic. That used to be my life, in which case mornings were very difficult for me, and I would do some of my best work in the afternoon. That’s not true anymore, and now I’m back to doing my best work in the mornings.

Pete Mockaitis
You know, it’s funny, when you mentioned chaotic mornings, I don’t know if you can hear the toddlers screaming.

Celeste Headlee
I can.

Pete Mockaitis
Oh, ahh, that’s good feedback about the microphone selection.

Celeste Headlee
I remember.

Pete Mockaitis
The door blocks a lot but not everything. Anyway, okay, so that’s handy there. And so then, I want to get your take, when it comes to sort of the rest, the rejuvenation, you mentioned, hey, just being bored and trying that on for size is good and cool and helpful. What are some of the other perspectives or best practices in terms of really making the most of your rest time?

Celeste Headlee
So, I think the first thing is that you need to stop multitasking because the human brain can’t multitask. You need to stop trying to multitask. You need to start learning, and it is a learning process, learning to do one thing at a time. That is the way the brain works best. And when I say one thing at a time, let me be totally clear. That having your email inbox open all the time is distracting to your brain. Your brain sees that as you try to multitask, because even if you’re not actively looking at the email inbox, your brain is preparing for a notification to come in, it is devoting energy to that.

The same is true as if your smartphone is visible. Your brain is then trying to multitask, preparing for an alert to come in. It does not make a distinction between a notification coming on your phone and somebody knocking at the door. Same thing for your brain, so you have to put it out of sight. And if you really want to make the best use of what you have, your big, meaty, homo sapiens brain, give it its best environment, meaning that let it do one thing at a time. You will be shocked when you do that, how much you can get done. Close out your extra tabs and focus. Say, “Right now, this is what I’m working on,” and work on that.

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

Celeste Headlee
The last thing I would mention is that you may not actually have a great handle on how you’re spending your time. Time perception is generally low. Time perception is the accuracy with which you know how your time is spent and it’s, in general, fairly low. So, the first thing I had to do was track my time. I had to like spend a couple weeks, every couple of hours I would go back and say, “Okay, here’s what I did for a couple hours.” And I realized I was spending time on stuff that I really didn’t want to spend that much time on it. So, when you feel overwhelmed and overworked, it may just be that you’re not fully aware of where your time is going.

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

Celeste Headlee
I think it really relates in terms of becoming very focused on any one thing, and it’s a quote from Nietzsche, which says, I want to make sure I get this correct, “Beware that, when fighting monsters, you yourself do not become a monster. For when you gaze long into the abyss, the abyss gazes also into you.” So, I like that because sometimes we become so obsessed and focused on something, we sort of think the ends justify the means, and you can become a monster.

Pete Mockaitis
Okay. Thank you. And how about a favorite study or experiment or bit of research?

Celeste Headlee
So, I’ll tell you about one of my favorites which is this one in which they were testing stress responses. And they got this group of young girls together and they’d made them do a very stressful thing. They made them solve math problems in front of an audience. And, not surprisingly, the cortisol levels of all these girls went through the roof. They were very stressed out. Cortisol is your stress hormone. And they divided them into four groups.

One of the groups had no contact from their mother after this was over. One of the groups, their mother was waiting for them backstage. Another of the groups got a phone call from their mother, and the last group got a text from their mom, right? So, not surprisingly, the group that had no contact whatsoever, their cortisol level stayed completely elevated, there was almost no change. They were very stressed out. The girls whose moms were waiting backstage, they saw massive drop in their stress, they started to relax. Both of those were unsurprising, right?

But here’s the thing. The girls who got a phone call from their moms, saw their cortisol levels, their stress dropped at almost the same amount as those who had their mother waiting backstage. The girls who got a text, no change. That text did nothing to their stress levels. So, when we’re saving time and we think that we’re checking off the box by sending the text to someone, as far as your brain and your emotions are concerned, it doesn’t do it. We don’t recognize that as authentic social contact.

Pete Mockaitis
Well, you know, it’s so…man, this is really hitting home because, just yesterday, it was my buddy Brent’s birthday, he listens to the show. Hey, Brent.

Celeste Headlee
Happy Birthday, Brent.

Pete Mockaitis
And I thought, “Oh, I should give him a call. But I’m hearing a thing, hearing a thing, hearing a thing, I don’t know.” And so, I texted him and didn’t call him, and I’m like, “I really should’ve called him.”

Celeste Headlee
Yeah, you should’ve called him. Sorry, Brent.

Pete Mockaitis
Well, Brent, know I was thinking about you, but it did nothing for your biochemistry when I sent you that text message, okay.

Celeste Headlee
Exactly. Correct.

Pete Mockaitis
All right. Thank you.

Celeste Headlee
Fascinating, right?

Pete Mockaitis
Humbled and corrected and learning. All right. How about a favorite book?

Celeste Headlee
A book I just finished reading not too long ago is called “The Paris Library,” and it’s a novel but it’s based on the true story of these librarians at the American library in Paris during the German occupation who hid away a lot of the books and made sure they were sending out books to all the soldiers. It’s just kind of like, I think the tagline is something like “Sometimes heroism comes from the quietest of places.” And it’s a war book in which there’s no violence, but there’s no lack of heroism because of that. I just really loved it.

Pete Mockaitis
Oh, cool. Thanks. And how about a favorite tool, something that helps you be awesome at your job?

Celeste Headlee
My favorite tool is my little GPS collar for my dog because when we’re walking in the woods and she’s not coming when I call her, I know exactly where she is, and I don’t have to worry.

Pete Mockaitis
Well, it is handy. Thank you.

Celeste Headlee
It is.

Pete Mockaitis
And how about a favorite habit, something that helps you stay awesome at your job?

Celeste Headlee
I make sure that I meditate every day. And I know it’s kind of like the gym, if you don’t go to the gym, you kind of feel icky. It’s the same thing for me for meditation, is that if I don’t do it, I can tell the difference, so I make sure that I do it usually in the morning.

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

Celeste Headlee
So, one of the things I’m always talking about is how human beings are a hive mind, and I write about this in this new book, that we do our best work in groups, not alone. And there’s tons of evidence that even the uneducated or ill-prepared group will outperform the most educated and experienced expert. So, one of the ways I explain this is I say, “There’s only two species that can take down a bison.” Have you ever seen a bison actually in person?

Pete Mockaitis
I think from a distance, like I’m in a train, so not up close.

Celeste Headlee
Yeah. So, a bison is a freaking impressive animal, right? These are like 2200 pounds of solid muscle. They can run more than 40 miles an hour. With their horns, they can pick up a truck. Like, this is an amazing beast, and not stupid. There’s only two species that can really take them down. They are, of course, wolves and humans. And what do wolves and humans have in common? They’re pack animals.

And this is just sort of a way of explaining how human beings have been so successful. It’s because we have to take down this incredible beast so we sit there and we have these communication skills that allow us to find out who’s the best on horseback, who has the best aim with a spear, who thinks geometrically and can peel one of them off of the herd, who’s the best at butchering an animal, who’s the strongest and is going to be able to get this thing onto the sled to get it back to the village. That’s what we’re able to accomplish with our advanced communication skills. And no expert is going to help you with some of these tasks that have helped us survived.

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

Celeste Headlee
Go to CelesteHeadlee.com, it’s where I gather all the info in one convenient place.

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

Celeste Headlee
Yes. Find at least 20 minutes a day when you don’t have your smartphone with you. Twenty minutes. You can do it. You can survive. As of 2007, before 2007, there was no iPhone. Like, it’s been very recent that we were able to survive without them. So, find 15 or 20 minutes, and you walk away and leave your smartphone.

Pete Mockaitis
All right. Celeste, thanks for this, and good luck in all your adventures.

Celeste Headlee
Thank you very much. I appreciate it.

532: Achieving More through Smart Energy Management with Molly Fletcher

By | Podcasts | No Comments

 

 

Molly Fletcher explains how to expertly manage your energy to accomplish your best work.

You’ll Learn:

  1. The key to better energy management
  2. Smart ways to beat burn out
  3. Why self-care shouldn’t make you feel guilty

About Molly:

Molly Fletcher is a trailblazer in every sense of the word—now a CEO, she shares unconventional techniques that made her one of the first female sports agents in the high stakes world of sports.

Too many leaders, teams, and organizations are stuck. Instead of achieving greatness, they remain stagnant, failing to reach their potential. That’s where Molly Fletcher comes in.

Items mentioned in the show

Thank you, Sponsor!

  • Freshbooks Cloud Accounting Software gets you paid twice as fast. Free trial (no credit card required) at freshbooks.com/awesome.

Molly Fletcher Interview Transcript

Pete Mockaitis
Molly, thanks so much for joining us here on the How to be Awesome at Your Job podcast.

Molly Fletcher
Well, it’s a pleasure. Thanks for having me, Pete.

Pete Mockaitis
Well, I’m excited to dig into so much of your wisdom associated with energy. But maybe, first, if we could go back in time, could you give us an exciting story from your adventures as one of the first female sports agents?

Molly Fletcher
Well, gosh, how much time do you have, man, because there are a ton?

Pete Mockaitis
I want a one-minute anecdote that will amuse and delight.

Molly Fletcher
Well, knowing your audience, I think probably some of them are moments when I found myself often as the only woman in the room, and whether it was the room being my office which was often the range at PGA Tour events or behind the plate at big league baseball games during batting practice, there were so many moments like that, that I found myself in walking practice rounds and I’d be mistaken as the wife, right?

I remember once, somebody looked at Matt Kuchar and said, “Are you kidding? I thought Sybi, his wife, I thought she had brown hair. Where’s Sybi?” thinking I was the wife, not the agent. So, there was lots of moments like that and I always try to tell people those were moments that I always try to reframe as gifts that were positive because I was different and I was being sort of noticed, if you will, as somebody that was a resource to my athletes in that way. And being different can be wonderful and it can be a gift, and so it was reframing those moments and also having great relationships.

My guys were often, probably 85% of my athletes were men, and I always try to ensure that my relationships with them were so strong that they always had my back. And I remember once being at a minor league ballpark, and about three or four of my athletes had run over during batting practice and we were talking about business stuff and all kinds of different things, and all of a sudden the manager started yelling at one of the guys, “What are you guys doing? Let’s go, man. Let’s quit hitting on that lady behind the plate, right?”

Pete Mockaitis
“Quit hitting on that lady.”

Molly Fletcher
Yeah, actually, I think the guys said, “That chick.” And my guys always had my back and I’m super grateful for that, they said, “Look, no, man, that’s my agent. We’re talking about stuff.” But there’s a ton of stories, Pete. I’d probably bore your listeners with them.

Pete Mockaitis
Well, no, I think that’s just enough to set the stage, so thank you. And we’re going to dig into some insights associated with energy management, which I think is so, so important. I feel it every day. But maybe to kick us off, could you share with us a story that really shows why this stuff matters and can make a world of difference?

Molly Fletcher
Well, I wrote a book called The Energy Clock, which you’re referring to, and it’s just released January 1, 2020, and I wrote it because when I was an agent for almost 20 years, I watched athletes and coaches, the best of the best, do what they did. And what the best did was they were really intentional about the way they managed their energy because their level of sort of energy, their level of energy was integral to their ability to perform, and those two things went hand-in-hand, and the best athletes recognize that. They recognize that those two were tightly knit together.

And I remember I had a minor league ballplayer who was a first-round pick, he came out a complete stud, and early in his career he comes out and there’s a lot of opportunities for appearances, autograph signings, endorsements, commercials, all kinds of stuff. And I remember that he was young, and he was sort of beyond his years, in my opinion, and he looked at me, and he said, “I know this, right? If I go out and do what I know I can do as an athlete this season, everything else will work out. Everything else will work out. Like, if I go out and hit and do what I need to do in the field, and I stay healthy physically and mentally, and I’m rested, then everything else, all these opportunities will exist and maybe tenfold in a couple of years, so I’m going to lock in on doing what I need to do to perform at my best.” And he did.

And I think when I got into the business world, more specifically now, we run negotiation trainings, and I speak and write and we consult with businesses, what I saw was there’s such a connection between the way that I saw the best athletes and coaches perform and the way in which they managed their energy, and the way we, as business people, can be equally as intentional about the way we manage our energy so we, too, can perform in the work that we do at the highest level for us as individuals.

And so, that’s the premise of the book and the reason that I think it’s incredibly important for all of us so that we can show up and lead, we can serve our customers and our clients better, we can solve problems better, but we can’t do any of those things if we’re fried.

Pete Mockaitis
Well, completely agree, and I love that story because it shows right there and there, “Hey, I’ve made a decision, there’s a lot of opportunities,” and you might call them distractions, “a lot of places I could put my attention. But if I put the attention toward the thing that truly matters, being energized, alive, uninjured, performing well on the field, then that sort of unlocks everything.” So, I’m big into the 80/20 principle here, and definitely energy management falls neatly into the vital few vastly important 20% of things.

So, let’s dig into it. You’ve got your own experience working with athletes and folks. Can you tell us, as you’re doing your research and putting this material together, did you make any surprising or striking discoveries along the path?

Molly Fletcher
Well, I think the biggest one would be we see people that wake up every day and they’re busy, they’re going and going and going, but it’s like, a friend of mine told me the other day, velocity without a target means nothing, right? And so, I have seen, over and over again, people get to maybe the end of their lives where they have maybe chased the wrong stuff, and they’ve been busy, and they’ve been doing what they do but maybe they’re not fulfilled. And, to me, there’s a really big difference between achievement and fulfillment. And what I hope this book does is it helps people find fulfillment, which to me is what many of us are really after. We’re not really after external things.

And so, the intent of the book is to try to help people get really clear on the things that give them energy, and then how to be intentional about being systematic and intentional about walking those things and the way that you live your life every day so that you can show up and perform as your best because there’s nothing that breaks my heart more than folks that wake up and they’re not delivering the kind of value to the people that matter most in their lives. And part of it bubbled up in lots of conversations with friends and after keynotes from the stage or businesses that we work with.

And I remember distinctly, I was with a client and we were up at her, I guess, sort of her cottage, and we were sitting there. We were out on a boat and we’re having a great time, and she sort of started to share, and a little bit break down, that she was just exhausted, she said, “Look, my relationship with my daughter isn’t where it needs to be. My husband, we’re not as connected as we typically have been.” And she’s like, “And this new boss I have is just difficult, and I’m working all the time, and I’m travelling too much,” and she’s just venting, right?

And I’m listening, and I said, “Well, gosh, man, tell me this, what are you chasing?” And she looks at me and goes, “What are you talking about?” And I go, like, “What is this all for? Like, what are you chasing?” She goes, “What do you mean?” And I go, “Is it a promotion? Is it money? Is it another opportunity? Like, is it a car? I mean, what is this all for?” And she kind of got tears in her eyes, and she said, “I have no idea. I don’t know. I’m just going.”

And that was when I said, “Gosh.” And so, I sort of invented this energy audit thing that’s in the book, and it helps people get really clear on, “What are the things that give you energy? What are the things that are neutral? What are the things that drain your energy? And then, how can you be intentional about ensuring that the things that give you energy are a part of your daily life?” Because I believe if we aren’t intentional about giving ourselves the opportunity to live in a space that allows us to do the things that lift us up, then we can’t really serve the people that we lead and our customers, etc.

So, there’s lots of moments like that that caused me to want to take this thinking and what I saw worked with great athletes and coaches, and bottle it up in a way that connected to business people.

Pete Mockaitis
Well, that is powerful and I’m just going. I mean, that’s, whew, that is a powerful sentiment, and I think I caught myself in there certainly from time to time.

Molly Fletcher
We all have. We sure all have, yeah.

Pete Mockaitis
And that’s really great to say. And velocity without the direction is just you’re just going, as opposed to hitting a particular target. So, that seems like that’s one huge takeaway right there, is to have some clarity there on what are you, in fact, chasing and why does that matter to you.

Molly Fletcher
Absolutely. To me, having a really clear purpose that you filter things through is important, and there was a lot of moments in my life. Part of it for me is my parents really were my energy clock. They always helped me keep it set, and for that I’m so grateful, and my husband too. And so, what I hope this book helps people do is set their clock in a way that is sustainable, that it drives performance for them, whatever that might look like for them. It’s different for everybody, and that’s okay. I’m certainly not suggesting that I know how people can show up as their best selves.

But when we can create a system that’s sustainable, we hopefully get to our 90th birthday party, and we turn around in the room and everybody is there that we’ve nurtured in our lives. What always breaks my heart is people that go hard and they’re not quite clear on what they’re chasing, and then they get to the end of the days even, or the weeks, and they don’t have the energy for the people that matter most in their lives, and then potentially those sort of things unravel. And that’s that gap between achievement and fulfillment that I think is important to delineate that I think this book helps people solve for.

Pete Mockaitis
And so, let’s talk about when you say clock. Is there sort of an overarching metaphor or framework you’d like to orient us to here?

Molly Fletcher
Well, there’s things in all of our lives that give us energy. They are the things that when we’re doing them, time sort of stands still, or that after we feel better about who we are and how we feel, how we show up. And whatever those things are for people is different, but what I think is incredibly important is to be intentional about protecting that time. And that’s the correlation. I think there’s a really tight correlation between energy and time, but time is finite, right?

We have so many hours and minutes in a day, and I think if we’re not intentional, and what I’ve seen so much about protecting the things that give us energy, then we find ourselves, we don’t do them. And, over time, that leads to burnout, it leads to chasing the wrong stuff, it leads to disheveled, you know, folks that maybe aren’t their best selves. And so, what the book helps people do is get intentional and clear about the things that lift them up, and then protect that time in their calendars, and they color code those in green.

And then the things that are neutral in your life, and we take people through, it’s called the audit, and then the things that are neutral in their life, they’re not the things that necessarily lift you up but they don’t necessarily drain you either, right? But they’re a necessary part of the way that we show up and live our lives. And so, those things that are neutral, those are orange.

And then there’s the things that drain us, that are really exhausting, and those things are red. And I believe leaders, great leaders, will find that most, 80% of their calendar, we want to make sure is green. And leaders often have a little bit more control of their calendar and so they can be a little bit more intentional about protecting that time traditionally, because if we don’t protect it, if we don’t identify where we want to put our time, trust me, somebody else will.

It’s a little bit of what Nick Saban and Bill Belichick, and some of the best coaches the book talks about, which is control the controllables, right? Control what you can control. And controlling our energy, to me, is something that we, if we’re intentional and disciplined about, we can control it, and it helps us show up as our best.

Pete Mockaitis
So, there you have it in terms of thinking about the activities in your calendar. Is it filling you with energy? Green. Is it neutral? Orange. Is it a drain? Red. And shooting for 80% plus, green. So, now, let’s zero in on you mentioned something that fills you with energy. You said that time stands still and there’s an audit. I guess, so what are sort of the key guiding questions or indicators you look to in categorizing these things? Because I imagine that for some people it’s just obvious, like, “Oh, my gosh, when I go for a morning run with the dog, it just fills me with energy and it’s a delight.” But I think that there are also probably some surprises, like, “You know what, that meeting really sucks every time.” So, how do you kind of raise this more into your consciousness and get the clarity on the categorization there?

Molly Fletcher
Well, I would tell people, like, if you’re sort of listening to this, and you’re thinking, “I wonder how this applies to me,” I guess I would tell people, who maybe their energy clock isn’t set, to me, they don’t  have the time for the things that matter most in their lives. So, that would be a question I would ask them, “Do you have the time for the things that matter most?” And that’s obviously incredibly important because this thing called life is not a dress rehearsal, right?

And people who maybe don’t have their energy clock set, they feel distracted maybe, they’re disconnected, they’re probably exhausted, they find themselves maybe reacting and blaming and behaving defensively. So, I would say that, at a high level, if somebody that’s listening feels that way, what setting your energy clock allows you to do is to have the energy for the things that matter most, to feel energized and fulfilled and focused and connected, to anticipate more, to be curious, and to be comfortable being accountable in your own life.

So, I would say to anybody that’s listening that says, “Hi, I want to feel more like…” what I just said, then you ask yourself, “What are the things that give you energy? What are the things that lift you up?” And so, we could do it, Pete, with you right now. So, what are the things that give you energy? What are the things that lift you up in your life?

Pete Mockaitis
Oh, sure thing.

Molly Fletcher
Are you open to that? I don’t want to put you on the spot.

Pete Mockaitis
Oh, yeah, that’s good. That’s good. Well, family time, good connecting with my wife and kids, prayer, spiritual time is swell. I’d say discovering stuff. I think that will often get really lit up in work in terms of it’s like I’ve discovered an opportunity, and I am excited about the implications of it, I’ve got several creative ideas for how to make it happen, and I’m just exploring and running after it. And I find that’s just…it gets me fired up. I’ve got some friends who tease me, like when I’m explaining one of these things to them, my hands are…

Molly Fletcher
Going?

Pete Mockaitis
…jumping, and they say, “I’ve got some things up here and I’m going to put them down here,” is what my hands are doing. Yeah, those are some of things.

Molly Fletcher
Okay, cool. And so, like family time, get me inside of that. What does that look like?

Pete Mockaitis
Oh, sure thing. Well, so we’ve got a two-year old, and almost a one-year old, their current ages.

Molly Fletcher
Wow, you’re busy.

Pete Mockaitis
Oh, sure, yeah. It can be really anything. I mean, reading stories is fun. I think it’s fun when all four of us are kind of on the same bed at the same time.

Molly Fletcher
Yeah, totally. Sure.

Pete Mockaitis
It’s nice. I don’t have to move too much, to sort of chase, “No, no, don’t put that in your mouth.” You’re more relaxed.

Molly Fletcher
Right, sure. What about discovering new stuff, like curiosity? So, that means you’ve got to make the space to have time to read and to have the head space to do that. That takes time.

Pete Mockaitis
It’s true. And as we talk about it, I really do. I think if I look at my day and I see it’s full of meetings, and I guess I would not count a podcast interview. In a podcast interview we’re discovering things so that kind of fits the difference. It’s meetings in terms of kind of administrative matters. It’s like, “We’re going to cover this, we’re going to ensure we’re all…the status of that.” I’d say when I look at a calendar and it’s full of that, I go, “Aargh, where do I get to play and explore and discover? I don’t see that time on this day.”

Molly Fletcher
Right. So, prayer, family time, discovering new stuff. And then what are the things that are kind of neutral for you, right? They don’t necessarily get you excited but they don’t really drain you either. I mean, they’re just sort of there, they just exist.

Pete Mockaitis
The first thing that comes to mind is sort of tidying my desk and email. They don’t fire me up but it really does feel good when they’re done. It’s like, “Oh, I’ve got a clear space. Oh, I’ve got a clear inbox.” I don’t have to worry that I’m leaving someone hanging somewhere.

Molly Fletcher
Sure. Sure.

Pete Mockaitis
So, I guess those are neutral.

Molly Fletcher
Got it. And what about what are the things that really drain you, that are just exhausting? Like, you just talked about, just to clear stuff on your calendar, it sounds like that might be something that’s in the red, that’s a drainer for you.

Pete Mockaitis
Yeah. Well, I think that when it comes to things that resemble, I don’t know, this whole world of, like, this resemble accounting, bookkeeping, compliance, regulatory, insurance, those things. I understand these are necessary for the law and for taxes and for fairness.

Molly Fletcher
Sure. Sure.

Pete Mockaitis
But, boy, just sometimes it feels like the opposite of the new, creative, discovery, innovation. It’s just like making sure you’re not breaking any laws.

Molly Fletcher
Right. Right. And so, accounting book, operational kind of things is what I’m hearing you say, right? Some of those ops tight things that you have to do when you run a business.

Pete Mockaitis
Yeah, but at the same time I really do get a kick out of sort of identifying a great process and clearly documenting and explaining and training and disseminating that in terms of, it’s like, “Okay, now this is handled by somebody else forever.” That feels great. And, “Oh, that feels good that I have gotten to the bottom of this kind of puzzle.” So, when it comes to operations in like a process formulation and training sense, I kind of can get into it, but in terms of the, “Oh, let’s read the ins and outs of the exclusions on this insurance policy to make sure this is the right thing that I’m buying,” I go, “Ugh.”

Molly Fletcher
Yeah. And what you just said is awesome, and that’s what’s important is to say, “How can I maybe create a system to make this more efficient, these drainers? How can I create a process? Or, maybe, is there a way maybe in which I could delegate that to someone else, that that’s something that gets them excited, that that’s a gift for them? And that’s maybe something that I can hand to them.”

And so, inside of that audit, we identify, “How do we make sure that for Pete, that every day he’s got some prayer in his life, that every day he’s ensured that he’s got enough family time that fills him up, or every week?” Some days, I’m sure, you travel and you’re out, and there may be days when you’re not getting that time with the one- and two-year old, right? But how do you get that back so that maybe by the end of the week you feel whole that you got those things that lift you up in your life? And then what are those things, that discovering stuff, that curiosity, that lifts you up?

And so, what I think is important is to say, “How do you ensure that you take the prayer and the family time and the discovering stuff, and you’re intentional about blocking those off on your calendar in green, and you really protect that time so that it doesn’t get taken with an advent scheduling, a podcast interview with somebody over maybe a moment in which you needed some time to discover stuff?” Or there’s always time that you find yourself works well after the kids wake up from a nap if you can have that little 15 minutes of those things that lift you up with the kids.

So, it’s saying, “Well, how can you be intentional about putting those in your calendar in green, the desk and the email?” You know, one of the things that we know is that we can go from things that are neutral to things that lift us up, and we can go right to things that drain us. This is a fluid system in our lives. We can go right from a red, things that drain us, to a green immediately. We can shift right from one to another. So, what I try to encourage people to do is, “If we know that we’ve got things in our lives that we need to do that are in the red zone, how can we bake a green in front of it so that when we do drain ourselves a smidge when we’re sitting inside of that red zone, that we haven’t taken ourselves to an E where we’re empty, or maybe just half-full because we’ve given ourselves, we’ve lifted ourselves up a little bit in advance of those moments?”

Pete Mockaitis
That’s interesting. When you talk about empty and filling, it kind of is crystallizing it a bit more for me in my brain in that it’s a little bit more than just, “Hey, try to have more things that fill you up and fewer things that drain you.” But, also, kind of strategically considering the timing, the sequencing, the balancing over a day and a week. And so, do you have any pointers there with regard to, I think that was a nice one, in terms of, “Don’t go red, red, red, red, red or you will enter E”? You got me going now, Molly. Just paint a picture, what is E look, sound, feel like for people when you hit empty just so we can trigger some recognition, like, “Oh, yeah, that’s probably what’s going on here.”

Molly Fletcher
You know, I think you’re feeling really drained, you’re maybe really scattered, you’re disconnected, and just, generally, you’re frustrated. Those are the feelings that often go with when we find ourselves in that red space. And in the book, I have a sample calendar, and what I recommend people do is they literally, part of this comes down into anticipating the controllables in your life, and saying, “How can I go out…?” If you look at my calendar, I go way out, 30 days out, and I protect those things that give me energy. So, I would protect, if I was you, that prayer time, that family time, that discovering stuff time, I would actually block that out so that nobody can grab that from me.

And then I’m going to look really hard at the reds, and say, “Can I give these away to somebody else? Or can I be more efficient with them?” And then I’m going to look at the oranges too, and say, “How can I potentially be more efficient in this, in these areas of my life so that I can move through them more efficiently, more quickly, to get myself to a green?” But it’s about being intentional, and it’s about anticipating, and then looking back at the end of a month or the end of a week, and say, “How did I do?” Really evaluating, “How did I do? How do I feel at the end of the week? And how well did I execute against showing up with more green in my life?”

And I think there’s things that are inevitable. Like, if I’ve got to fly home. So, for example, one of the examples I actually used in the book is that my daughter was in a play early in the morning one morning and I really wanted to be there. To me, I want to be that parent that when my child looks out, I’m there. That’s really important to us. And so, I had to take a red-eye home from Vegas to get to the 8:30 a.m. play.

So, I’m in a red to get to a green to be able to be there in a moment that I wanted to be connected to my daughter. But that was a very intentional decision to say, “I’m going to wear it. I’m in a little red here but I’m going to be really intentional about when I’m in Vegas I’m going to get a massage, I’m going to get my workout, I’m going to minimize the number of calls that my team schedules for me during that window so that I can fill myself up so when I land, I’m not an E for this play, that I’m maybe at half-full but, still, I’m there, I’m present, I’m locked in, and I’m excited certainly, and feeling fulfilled to be able to show up in that way.”

So, it’s all about the way we prepare for these red moments so that when we shift, and maybe we’re at that play, we’re not on E but we’re still in a green zone, and we’re half-full, not on E. Does that make sense?

Pete Mockaitis
I hear you, yes. And, Molly, as you sort of kind of let us into your mental process, it’s very helpful. Thank you. I’m wondering if you catch some resistance from folks as you’re teaching this in terms of, “Oh, well, you know, you got to sacrifice and it can’t all just be about me and what feels good.” I’m curious, like if you catch some resistance, what does it sound like, and how do you respond?

Molly Fletcher
Yeah. And it’s interesting that you say that, Pete, because I actually felt that myself. I always felt like, “You know what, to fill your cup, your own cup up, is super selfish, and that isn’t right. It’s not right for me to go take an hour and get a workout in even though that takes me, and is a green for me.” But what I found is that if I can take that time, and I think we’ve all got to be respectful and careful and intentional about…I’m certainly not suggesting that a green is seven days a week, 24/7, if you want to have friends and family.

But what I realized is that if you don’t give yourself the things that give you energy, you can’t give it to anybody else in your life that matters most. So, I’ll give you a real example. I speak about 60 days a year on performance, and I had gone, I had like eight keynotes or something. It was a lot inside of a short window of time. I can’t remember the number, but let’s say it was like eight keynotes inside of like 13 days, which is sort of a lot. And it was Philly to Vegas to California, back to Miami, to Detroit. I mean, it was just a mess of kind of all over the country.

And I’d flown my mom in because our girls, we have three girls, and they were young at the time, and so I had flown her in to kind of help my husband with the girls. And I was sort of like five or six end of the eight, and I was exhausted. I mean, I was just exhausted. And I miss the girls, and I miss my husband, and I felt disconnected, and I felt drained and scattered and disconnected and frustrated and all those things that I referenced. I was in the red. But, yet, I’m paid to show up and be green because that’s my thing.

Pete Mockaitis
No one wants a tired keynoter.

Molly Fletcher
Right. So, I remember so vividly calling my mom, and I looked at my calendar, and I realized, “You know what, there could be a way that I could get home and I could get a little bit of family time and still honor every obligation that I had. If I had a board meeting, and if I left that board meeting just 12 hours or something earlier, I could get home, I could have a little bit of time with my girls. I could feel reconnected a little bit, get back on the plane and go do what I needed to do.

And it was a little bit of fire drill to make that adjustment but I thought, “I need to do this. I need to do this because I need to feel connected to my family in order for me to keep going.” But it was a window, when I came back, so I did. I came home and I pulled my kids out of school and we went and got a picnic, and we got ice cream, we had lunch. I showed up at their lunchroom and they looked at me, and they’re like, “Mommy, what are you doing here?” And I said, “Hey, I talked to your teachers. We’re good to go. We’re going to take the afternoon.” And they were in like third or fourth grade so I could do that, right? They weren’t going to fall significantly behind.

And we did, and then I got on the plane, and I went to the next keynote, crushed the next three, came home, and that’s when I looked at my mom, and I said, “I’ve got to create a system so that that doesn’t happen again.” And so, that was the beginning of a lot of this stuff, and I literally took my keynote calendar and we took weeks, we blocked them out, and we put red lines on the weeks with my team, and now I typically do two, at most three, inside of a five-day window. I’m really careful if I have a week with three that the next week, I only have one. And so, part of that is having the discipline to say no, which is really hard.

Pete Mockaitis
Yeah, money that does not enter your bank because of your discipline. It is hard.

Molly Fletcher
Right, but the messaging, I think, is when I’m saying no to something, I’m saying yes to the things that matter most. And so, with the clarity around the things that lift you up, it gives you the confidence, the courage, and the discipline, at the end of the day, in order to have the courage to say no to something because you know, “I’ve gotten really clear on this at a time when I wasn’t feeling pressure to make a decision. I’ve gotten clear on what matters most. Now I’m going to have the discipline and the courage to say no inside of these moments.”

And this showed up for me a little bit when I was a sports agent. I had a team of nine agents, I had 300 athletes and coaches, and my strategy then was to try to fill their cups up so much when I could so that between 6:00 and 9:00, when I was home, and my girls were needing me, whether it was homework, or prepping for bed, or a tough conversation that they wanted to have, or stuff going on with their friends, or you name it, I could let those calls go to voicemail because athletes will call you 24/7. But I had gotten clear on, “I’m going to fill their cups up so much when I can so that when I need to honor my kids and my husband, I can do that and I can do it with confidence because I’ve filled them up so much in the other moments that they respect that window of time that I’m honoring my family.”

Pete Mockaitis
Well, this is super handy. And so, I’d love to hear, as you’ve taught this to many folks and they implement it, can you share some of the recurring discoveries in terms of, “Wow, I overlooked this,” or, “It turns out this little thing makes a world of difference for energizing me”?

Molly Fletcher
Yeah. And that’s why I do this work, right? It’s the emails, it’s the notes from LinkedIn, it’s the stuff that people send on Instagram and Twitter, I mean, that is why I do this. It’s so fulfilling. I had somebody the other day that said, “I just did this energy audit with my husband. Both of our calendars are color-coded now. I am so excited to lean in 2020 sort of in this new way.”

And what I think people find is the clarity in itself is incredibly powerful. Even just when we did this with you, the clarity around, “Here’s the things that really, really lift me up. And if I had all those things in my life, one to two, maybe all three of them every day, imagine, would I be a better husband, would I be a better father, would I be a better leader, would I be a better community?” All those things, what we hear from people is, “Yes, here’s the things that…”

I take a gentleman that I’ve renamed in the book, his name is Frank in the book, but it was a real person. But when we took Frank through this, it was incredibly powerful because now he’s clear on the things that lifts him up, he’s been disciplined and intentional about protecting it on his calendar, and now the byproduct of that, inside of usually 20, 21, 30 days, is a person who’s showing up better at work, showing up fulfilled at home, showing up more connected to the people that matter most, more energized for the clients that they serve, the customers, for the team members that they work with. So, those are the stories that we hear.

And what’s really powerful is when people get really clear on the things that drain them, the things that, for you, the ops kind of stuff that you don’t love, my hope and dream and prayer and wish is that you hang up from this podcast, and you go back and you go, “You know what, I’m going to try to find a way to either delegate this or create some better systems so that this shows up a little bit less in my life.” And maybe there’s still a role for it in your life as a business owner, right, we need to be aware of those things, “But how can I maybe dial that back a little bit and then obviously my week looks a little bit better?”

So, I think this is something that works for the whole person not just a business person, and certainly it can work for somebody that works out of the home, as a caregiver in the home. I mean, this is a powerful thing too. And I think it’s incredibly important for men and women that are at home caring for their family are super intentional about that or resentment kicks in in a big way.

Pete Mockaitis
Yeah, I hear you. Well, so then I’d love to get your notion. So, we talked about some doing the audit and getting particular about your own unique things. Can we hear about a couple common discoveries in terms of, hey, a lot of people seem to have discovered that, I don’t know, it’s a nap, or meditation, or eating apples with peanut butter. Is there any little something that makes a big impact that shows up for a lot of people?

Molly Fletcher
Yeah, that’s an awesome question. One is to create an opportunity with somebody that you trust and that wants nothing from you but for you to be your best self, for them to hold you accountable, for them to have access to your calendar, to have access to being able to connect with you about how this is going. So, somebody that you’re willing, we hear from people that they have shared this with, told them that this is something that’s important to them, that they’re leaning into and that they’re trying to do, and that every 30 days, “Would you ask me how am I doing as it relates to setting my energy clock and keeping my clock set? How am I doing?”

And we have, by the way, if you go to the EnergyClock.com, there’s all kinds of resources for folks when they buy the book both as individuals, as teams, and as leaders, that they can access, that helps them sustain their energy clock, so accountability. And then having monthly check-ins with their accountability partner at least every month where they can check in and assess how they’re tracking on keeping their clocks set, because that’s the most important thing, right? It’s not they read a book and they feel great for a week. We want to change behavior over the long haul. And so, we find that when people have accountability and then a system with that accountability partner that works best for them, that the sustainability is just better.

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

Molly Fletcher
No, it’s just I’m super passionate about this. It’s fun to talk about, so most importantly I hope this conversation helps people.

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

Molly Fletcher
One that comes up for me right now because I just saw it on the wall of an office for a company that I’m speaking to, is, “Treat every customer like they’re your only customer,” is I think kind of a cool quote. That one comes to mind.

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

Molly Fletcher
I just interviewed Shawn Achor on my podcast, and he anchors a lot of the work that he does, and he wrote The Happiness Advantage with a lot of research. And I love that conversation because he talks about gratitude and joy. And the research that he’s done over 55 countries on it, which is incredibly powerful, and how I thought this was staggering, Shawn said, “Molly, in the 55 countries and all the work that I’ve done, I found that if people do at least one of these three or four things, the gratitude journal, identifying the things that bring them joy…” if people do one of the three or four things that he mentions, they find themselves happier, and he measures that.

So, I’m super intrigued with the work he does. I’m a big fan of all of the research that Brene Brown does, Adam Grant. I read all of their stuff, everything that they do, and I’m grateful to call them friends. So, they are probably a whole lot smarter than me, right? They’re working inside of a lot of institutions. I’m not a researcher at all so I lean on other people for that, so I’m grateful for their work that I can lean on.

Pete Mockaitis
And how about a favorite book?

Molly Fletcher
The Alchemist is one of my favorite books. I just think it is so cool the way that it’s just a powerful read. I’ve read it several times. That book is one of my favorites. Greg McKeown’s book Essentialism I’m a huge fan of, The Power of Full Engagement by Jim Loehr, I love. Those are a couple that come to mind. And, of course, all the work from whether it’s Adam Grant to Shawn Achor to Susan Cain. I’m a big fan of anything they put out, I grab and read.

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

Molly Fletcher
Just because it’s on my mind, obviously some of the stuff that we’ve talked about really helps me show up in the work, that I do better when my clock is set. I feel like I’m a better leader. So, that is a tool that I certainly do use myself personally, that my team uses, that we all use it, that I think helps us certainly. I’m grabbing my phone right now. I would say, probably, another one would be Slack. My team and I use Slack, and that’s a tool that we use, and I find it drives some efficiency which is powerful.

Pete Mockaitis
And how about a favorite habit?

Molly Fletcher
A favorite habit would be the gratitude journal or the five-minute journal. I do that whether if I’m travelling, I use my app. If I’m home, I try to write into my book. I like writing it better. But that, to me, is a pretty powerful tool. I love the five-minute journal.

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

Molly Fletcher
One would be, “When you ask for the business, you get advice. And when you ask for advice, you get the business.” That one is a big one. People love that one. And I also reframe it for young people that are listening, “When you ask for a job, you get advice. When you ask for advice, you get a job.” That one is powerful too. That would be one that people really connect with. When you ask for the business, you get advice. When you ask for advice, you get the business.

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

Molly Fletcher
MollyFletcher.com, there’s all kinds of stuff that leads into the book stuff. Of course, our workshop business, our negotiation training programs, all of that comes out of MollyFletcher.com.

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

Molly Fletcher
I would challenge them to set their clock, to get really energy clock, to get really clear on the things that lift them up, the neutrals, how to be more efficient, and the drainers, or delegate those, and set it. Find somebody to help hold them accountable every 30 days. And my hope and my prayer, and what we’re seeing with the people that we work with now is somebody that shows up more fulfilled and more connected to the things that matter most. So, that would be my challenge.

Pete Mockaitis
All right. Well, Molly, this has been lots of fun. I wish you much energy in the weeks ahead.

Molly Fletcher
All right. You, too, Pete. Thanks for having me on and thanks for the work that you do.

530: How to Organize Your Time and Your Life with Julie Morgenstern

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Julie Morgenstern says: "You get organized to achieve a greater goal."

Organizing guru Julie Morgenstern discusses how to manage your time for greater productivity.

You’ll Learn:

  1. A foolproof approach to managing your time
  2. Two powerful questions to get a grip on your time
  3. How to keep your inbox from taking over your day

About Julie:

Julie is a New York Times best-selling author, and everyone’s favorite organizing guru. USA Today recently called Julie “The Queen of Putting Life in Order.” She’s been featured in publications such as ForbesHarvard Business Reviewthe New York TimesWall Street JournalTimeO, The Oprah Magazine, and Redbook, and makes frequent appearances on national television and radio programs, including the Today Show, Rachel Ray, and NPR’s Fresh Air.

Her company Julie Morgenstern Enterprises provides corporate speaking, training, coaching and books to help individuals, and companies, to tame the chaos so they can make their unique contribution. Julie’s non-judgmental, inside-out approach to problems offers smart, practical and insightful solutions that transform the way people and companies function.

Resources mentioned in the show:

Julie Morgenstern Interview Transcript

Pete Mockaitis
Julie, thanks for joining us here on the How to be Awesome at Your Job podcast.

Julie Morgenstern
I’m so happy to be here.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom. But, first, I want to hear, so if you’ve got over 30 years of experience as a professional organizer, for folks who’ve got some clutter in their lives, do you have any pro tips or tricks that you use over and over and over again that the rest of us lay people should know?

Julie Morgenstern
Yeah, I think when it comes to organizing, maybe, I was going to say physical organizing any space, any information, anything physical, I model every single physical organizing system on the model of a kindergarten classroom without exception.

Pete Mockaitis
No kidding?

Julie Morgenstern
Yup. So, you just picture a kindergarten classroom, it is the perfect model of organization. The room, imagine it, this is a room where you can have like 25 five-year-olds that the within the first two weeks of school, no matter how messy that room gets, at the ring of a bell everything is back in its home by five-year-olds, right?

Pete Mockaitis
Yeah.

Julie Morgenstern
So, how is that room organized? It is organized into activity zones. There’s a reading area, a dress-up area, a building blocks area, a music zone, and everything is stored at its point of use. So, if you’re in the music zone, everything that is related to music is in there. There’s nothing on the other side of the room. If you’re in the arts and craft zone, and you’re painting a picture, and you want to add glitter and glue, it’s right there in the arts and craft zone. Even if there’s an empty shelf in the reading corner, no teacher would ever put arts and crafts in the reading zone.

So, it’s storing items at their point of use as related to an activity, and then everything stored in a container that is perfect for what you’re storing, right? So, like puzzles are in those little slotted trays and they’re very organized. The building blocks area, there’s one cubby for the columns and another one for the rectangles and another one for the arches, and everything has a home that’s a perfect fit for what you’re putting away.

And the whole room becomes kind of a visual menu of everything that’s important to the people who use that space. So, like a kindergarten can just come in and look around, and say, “What is there to do? Oh, I’m going to go over and build something,” and run over to that area. And that’s really how our homes, and our offices, and our filing systems, digital or in paper, should reflect who we are and what we want and where we’re going. They should reflect our activities and reflect our life back to us. It’s a very visual and very powerful and very effective way of organizing everything.

Pete Mockaitis
Well, thank you for that metaphor. That’s already kind of sparking some things for me over here. And so, I want to dig primarily into the organizing of time and tasks things. But, first, maybe could we sort of paint the why for us. Kind of what difference does it make having great organization? Some might say, “Are we just shuffling papers, and to-dos, and calendar appointments from one spot to the other?” Can you make the case, what’s the benefit to be gained from this effort?

Julie Morgenstern
So, being organized, that’s a great question because why bother getting organized. You get organized to achieve a greater goal. Never get organized just for organizing sake. Never get organized just to make things look good or appear good to other people. Organizing systems are really vehicles to get you to your bigger goals. So, you shouldn’t organize anything without saying, “Why?”

And the very common reasons to people, when they hire us to organize them, or lead an organizing, or time management book, or get coaching, people don’t invest that kind of time or money to design a system for their lives unless there is something they are trying to achieve. Very commonly, people want to organize their time and their schedules to create space for quality time with their families and quality time for themselves. That is a very common goal.

If your schedule is more organized, if your space is more organized, you would free up time to be present with your friends, with your family, with your kids, with your spouse, and with yourself. That’s probably one of the most common motivations.

Another, in our work lives, is so that we can, “I want to get organized, manage my time so that I can achieve my greatest, fulfill my greatest potential.” If you’re bogged down with procrastination or you’re always late, and then you feel really guilty so you’re not really confident, which means you don’t really show up and really throw in at meetings or with clients, but you kind of hold back because you feel incompetent, or you feel embarrassed, or you feel like behind the eight ball, then you’re missing opportunities. So, it’s usually to really seize the maximum opportunities at work. Whether you work for yourself or you work for a small company, or a nonprofit, or government, or a big company, it’s really to maximize your opportunities.

Pete Mockaitis
Okay. I’m sold. And so, let’s talk about you’ve got a particular approach called the inside out, I guess, method, or approach, or style, or flavor. So, can you walk us through what is that and how do we do that?

Julie Morgenstern
Yeah. So, organizing from the inside out is really about designing systems that reflect your unique personality style and goals so that it’s very natural and easy to maintain. And too often we try to organize from the outside in. What does that look like? You just ask somebody else, I go, “Which app do you use for your to-dos or your calendar?” Or, “How many to-dos do you put in your list for the day?” Or, “How do you organize your closet?”

Well, we buy containers and we buy tools, and we think those tools are going to organize us. They don’t. You have to design your system the unique way you think and your natural habits so that you don’t have to change who you are to be organized, but it actually enhances and unleashes your full potential, and it works and it lasts, right?

Pete Mockaitis
Well, that sounds awesome.

Julie Morgenstern
Yeah.

Pete Mockaitis
Well, can you give us an example maybe of, “Hey, given your context or your style or approach, you might want to choose A over B”?

Julie Morgenstern
Yeah. Okay, so I’ll give you one or two examples. So, one is people are like, “Where do I keep track of my to-dos?” It’s one of the universal questions of today’s era because there are so many options, and our to-dos come at us from so many different directions. And if you don’t have your to-dos all in one place, you lose a lot of time to transferring information or working on something but you’re kind of worried that, “What am I missing?” so you’re not really focused on what you’re doing because you don’t know what you’re missing. It’s a big problem.

So, people are, like, digital or paper. That’s the big first cut. So, usually, I will ask people to sort of identify, “Are you a visual tactile person or are you kind of a digital linear person?” And a visual tactile person will remember where on a page they wrote something, they’re like, “Oh, that was like three pages back in the upper-right corner in green ink.” Like, they have a visual tactile memory of where information is.

And if you relate to that then you are probably best on a paper to-do system because the act of writing pen to paper emblazons it on your memory, helps you process and group similar kinds of tasks, and just writing it helps you process what you’re doing. And if you try to do it digitally, it’s not sticky. So, that’s like one cut. And then if it’s paper, then you just have to sort of search through the various products that are out there. That’s one example.

Pete Mockaitis
Okay. So, that’s intriguing and very descriptive. I think some people will say, “Yes, that’s me.” It’ll kind of resonate right away. And so, what would be the “Yes, that’s me” equivalent for those who are in the digital linear zone?

Julie Morgenstern
Yeah, I think people who are sort of digital linear thinkers, very often they’re kind of chronologic in their thinking. Like, you could throw out a date, like September 13, and they’ll be, “Oh, that was a Thursday this year. It’s between my sister’s birthday and when I had that proposal due.” Like, they think numerically, chronologically. They’re just great at interfacing with thinking straight into a keyboard or straight into a type pad and they can find things. They can figure out, like, they can setup a database or a contact manager. They think that way. They think digitally.

They rely heavily on search and are never afraid losing anything because all they have to do is have a trigger word and they’re like, “Oh, yeah, I could find that.” So, they’re very comfortable and agile and think in a sort of interconnected words and associations kind of thing, rely on the search function. They really adapt quickly to technology, super quickly. They get it.

And they love, because they’re so good at it, they love traveling light, they don’t feel like any attachment to paper. They’re like, “I can find that in the cloud.” They can travel anywhere and find that information and they engage with it. They don’t find it overwhelming, right? They don’t glaze over in front of a screen. They’re using it as a tool. They get it.

Pete Mockaitis
Okay. Understood. Thank you. So, very handy there in terms of all the options out there. There’s a quick way to get to the heart of which half of the options are more suited to your brain, so very cool. And then, so you mentioned there’s three steps for organizing anything, the analyze, the strategize, the attack. So, could you kind of walk us through how we might approach that in organizing time or task things for professionals?

Julie Morgenstern
Yeah. So, I just was coaching somebody yesterday who is a very overwhelmed executive, incredibly accomplished man, in a very senior position in a big mid-sized company, very well-established, and he’s working like 15 hours a day, seven days a week, he’s getting everything done, but the cost is so high. He’s exhausted. He can’t get to the proactive stuff. He’s just doing the reactive stuff, and he’s not really present for his family or himself. He’s spread so thin that it’s sort of catching up with him.

And so, he’s like, “How do I fix this?” So, I can’t just come in and say, “Hey, let’s get you a to-do list as a starter.” That’d be an outside-in approach, right? That’s sort of an attack-first-ask-questions-later approach. So, analyze, strategize, attack is a three-step process to finding the system that will work for that person.

Analyze is you, first, have to ask a series of questions to really zero in on what needs to be fixed and what doesn’t. So, I always ask questions like, “Tell me what is working. What’s working about your system right now? What are the things that always get done? What are the things that…?” In his case, I could try to come up with his examples but, in his case, everything was getting done. That was working. What wasn’t working was the number of hours that it was taking. So, that starts to lead to narrowing in on the problem to be solved.

And, “What is it that you’re trying to juggle your time between?” That’s part of the analyze, which is, “What do you need to fit in time for to be truly balanced?” And all of us have to decide that when it comes to our time, “What am I really trying to balance my time between? What are the core, like, the big buckets?” It could be, like, I don’t know, in your field, you do a podcast, it’s researching guests, it could be writing, there’s research, there’s writing, there’s production, and then there’s administrative follow-up. That would be like the four buckets maybe.

So, we all have that. And analyzing is to really understand, “What is it that I need to balance my time between? And then where is my time currently going?” And I always do that and encourage people, like, “You have to think of your time. It’s like a closet. It’s a limited amount of time that’s only going to fit so much. So, how much do we have to work with? Are you working 10 hours a day, 8 hours a day, 12 hours a day? What’s the size of the container for your work? And then what has to fit inside? And how are you organizing it right now? What order do you tackle things in? How do you handle your mornings? When do you do your administrative stuff? Is there any order at all or is every day different?” So, that’s the analyze, “Where are we right now?”

Then, strategize is, “Where are we trying to get to?” so, what would your schedule look like if it was in that shape, size container and it fit everything you really needed to do? We kind of really do a graph to figure it out, “Here’s your ideal schedule.” And then attack is, “How do we get you from where you are to that ideal schedule?” And that’s all the time management skills, “What do you add to your schedule? What do you take out of your schedule? What, in your schedule, needs to be done more efficiently?” And then you just tool it. And so, you get the person into that ideal state. It’s very concrete and, actually, very practical and doable.

Pete Mockaitis
Well, so I’d love it if you could perhaps share, is there a power question or two that you find tends to yield loads of insight as you are moving through these three steps?

Julie Morgenstern
Well, I would say, especially for listeners, there’s really two questions if you want to start to get a grip on your time. And you just ask yourself, “What am I spending too much time on? And what am I not spending enough time on?” And then you’d go about making adjustments to get those things in the right order.

So, if I’m spending too much time on email, on writing, on administrivia, “What am I spending too much time on?” Then you look at that and you say, “How do I eliminate that? How do I streamline that?” I have this thing called the 4Ds which is, “Can I delete it? Can I just get rid of doing this thing altogether? Like, it’s really not enough value for the time invested. Can I delay it? Which is at this month, this quarter, or this part of the year, this period of the business, I’m going to just put this off because right now we’re in, I don’t know, end-of-year financial wrap-up so I can’t also do that strategic marketing plan, whatever. That’s a delay. Can I diminish it? Which is, is there a shorter, quicker, more efficient way to do this?” And there very often it, right?

Like, we just need to find an efficiency and operationalize a repeat task so that it takes a quarter of the time it does because it’s more efficient. Or, “Can I delegate it? Can I give this to somebody else to do because that’s no longer the highest and best use of my time but it’s still really essential for the company, for the business, for living?”

Pete Mockaitis
Oh, that’s great. So, there’s a number of tactics for when you’re spending too much time on something.

Julie Morgenstern
That’s right.

Pete Mockaitis
And how about the equivalent for when you’re not spending enough time on something?

Julie Morgenstern
Yeah. So, you identify, “What am I not spending enough time on?” And, like, the classic, universal, frequent answers are, “I’m not spending enough time on the strategic planning,” or the creative work, the innovative work, that’s in our workday, or developing people. Like, “Not really thinking through my team and how to develop them.”

Pete Mockaitis
That makes sense. These things are important but not urgent. Like, it’s got to happen but it’s not on fire.

Julie Morgenstern
Right. But if you don’t make the time for them, you stay in that hamster wheel of always putting out fires because you haven’t spent time developing your people, you haven’t looked ahead down the road to figure out setting up things to prevent these fires. So, it’s so critical and, also, it’s really where we make our unique contribution.

We do not make our unique contribution in constantly fighting fires and all the little stuff. It’s in the big thinking where each of us make our unique contribution, and everybody knows that whether they articulate it in their brains or not. It’s like, “This is where the meaningful work is. This is where I can solve problems and make a contribution but I need time to think.” So, that’s a common one. Not enough time to do those things.

So, “What are you not spending enough time on?” And then you just ask yourself. The goal is now to create the time for it. And you ask yourself, “What is the ideal block of time to work on this?” which I highly recommend you think about as a daily, not like once a month, but what’s a daily strategic planning, daily thinking time, daily research time, quiet time. And what’s the unit of time? “Do I need an hour at a time? Do I need two hours at a time? What’s the unit of time? And what is the optimal time of the day for me to do that?” And then you claim it. You just claim it.

A lot of people it’s the first thing in the morning, right, that that’s when their head is clearest, and they can protect it the most because they have the rest of the day to catch up to any of the urgencies of the day. You grab and block off the first hour of your workday every day or the first 90 minutes of every workday. Or, if the first hour is not going to work, maybe it’s between 12:00 and 2:00 every day when people feel permission to, like, disconnect because they might be at a business lunch, so know that they’ve got a two-hour block with their deep-thinking time.

So, you claim that time and you make it a regular daily appointment in your schedule. And then you let all the other stuff work around that. And there you go. You’ve reduced the thing that’s monopolizing your time and you have created the space for the most important thing you’re neglecting right now. And life changes very quickly. Your sense of control and meaning and impact changes just on those two questions.

Pete Mockaitis
Oh, I love it. Thank you. And when it comes to think about the time of day for things, you’ve been so bold as to write a whole book called Never Check Email in the Morning. Can you tell us, why don’t we do that and when should we do it?

Julie Morgenstern
Yeah, I mean, email is a delivery mechanism for messages, requests, and reminders, and junk mail, and solicitations, and all kinds of things, but all in all it’s a reactive device, right? Everybody wakes up in the morning and has something they really want to get done that day personally, professionally. If before you get to what you know you want to do, your proactive tasks or activity, you check email first, you are starting your day out, you postpone the proactive and you probably never get to it, then you’re off to the races. You’re going down rabbit holes, you’re getting aggravated, you’re pulled in and you cannot get out.

And I think if you postpone checking email, that reactive device, by anywhere from the first hour, your first waking hour, I actually think it should be your first, all the way through your first working hour, should not be on email. And you start your day proactive, getting your biggest task done before you roll your shades up for business. You’ll get so much more done in much less time, and you start out you in control of technology, not it in control of you. And if you can start your day in control of technology, any other time of the day that you want to put your device away, you’ll be able to. But if you can’t do it for the first hour, there is not another hour in the day you’re going to be able to put it down.

Pete Mockaitis
And I’d love to get your take on this. I buy that and I try to practice that. And then, sometimes, that really important thing that I’m doing, I need to get something out of the email to do that. And then as I open it up, I see all the other stuff, and it’s like, “Man, how do I do this?” I’ve even tried to like put a piece of paper up to hide some parts of the screen. What do you do?

Julie Morgenstern
I know it’s really tough. So, I actually think, for your most important thing in the morning that you’re going to work on, if you pull everything you need by the end of the day before, then you will sort of avoid that situation at least eight out of ten times. You’re going to reduce the need to go in because you pulled it the day before, you’re like, “I’m going to work on that proposal. I’m going to work on that document. I’m going to pull the research.” You pull everything together so you are set by the end of the day before for your mornings’ task. You don’t come in and get setup. You set it up the day before. That’s one thing.

If your first to-do requires you to be on your computer, it requires a lot of discipline and hacks to stay focused. One thing could be that before you go in, you set your alarm on your cellphone to say, “All I have to do is go in, find that email with the attachment and download it, and then shut down my email. That’s all I need to do.” You know where it’s going to be, you know what to look up by search, that is a five-minute task. You set your alarm for five minutes, you go in, you get the thing before that alarm goes off, and then shut it down.

It’s, like, think about going into a supermarket, right? Like, how often do you go in a supermarket without a list? You thought, you went in for three things, you come out with six bags of groceries. But if you go in with a list and a short time limit, it can help keep you focused. But it takes a lot of consciousness to do that, which is what we have to do in our screen-dominated lives. We have to stay conscious.

Pete Mockaitis
Well, that’s helpful. And I like it when you say pull it in advanced. I mean, there’s all sorts of ways we could pull it. You could print it. You could save it. I’m thinking about just making in Gmail just like a super query in terms of, “I only want to see messages from these five people.”

Julie Morgenstern
Exactly.

Pete Mockaitis
And then that’s sort of what’s there waiting for me on the email screen, and it’s like, “All right. Well, that’s what I have and I’m not going to kind of delete that search query. I’m just going to keep that filter up,” so I dig that. Julie, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Julie Morgenstern
Just that when it comes to organizing your time, I think to recognize that you can stay as practical as possible. Try to only solve one or two problems at a time. Don’t feel that you have to overhaul everything at the same time. It’s impossible. Just focus on make a short punch list of things that need to be tooled or retooled, and do them one at a time. And you will see that any aspect of your time management that you address, and you adjust, and you tame or conquer, will pay off in all of your other 168 hours of the day, a week, I mean.

We have this 168-hours of a week to work with. You make a change in any one area and it’s all interconnected, and everything else lifts. So, don’t try to do everything at once. Just solve one problem at a time and you’ll see big impact.

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

Julie Morgenstern
One of my favorites is a Winston Churchill quote, which says, “When going through hell, keep going.”

Pete Mockaitis
Love it. Thank you. And a favorite study, or experiment, or bit of research?

Julie Morgenstern
There was a study done by the University of British Columbia sometime in the last five years that studied the impact of batch-processing email versus continuously processing email. And it was a very extensive, very well-conducted study.

And they found that, and they tested two test groups, and each one, one week they had people just check email all day long continuously, and then the following week, they had them batch-process their email, which means designate specific times you’re going to go into your email, give it your undivided attention for 20, 30, or 40 minutes, whatever it takes to clean it out, then shut it down, and come back at the next designated moment, which might be two hours later.

And they found, to a person, that when people batch-process email rather than continuously-process, they got through the same number of emails in less time. So, we, a lot of times, do it because we think that’s a way to stay on top of things is to keep checking. Actually, you’ll get through as many, you’ll get through all your emails if you batch-process and it’ll take you less time, less real time, which means you’re going to get time back in your pocket by doing that.

Pete Mockaitis
Perfect. And how about a favorite book?

Julie Morgenstern
My most recent book is a book on time management for the parenting years, which are the most time-stretched years of a human’s life. And I did research for this book on what kids need, how much time and attention do kids need to feel loved and secure, because I couldn’t advise parents on how to divide their time until I’ve got the answer to that question, and I did about eight years of research.

But my favorite from that is a book called What Children Need by a woman named Jane Waldfogel and it was brilliant, and it is really like the essence of the answers in that book. And any parent who’s wondering, “How do I divvy up my time here, and fuel my career, and my marriage, and still be there for my kids?” What Children Need is the best resource I found.

Pete Mockaitis
Well, I’m totally going to read this. Thank you. We got two under two right now. And, roughly, what is that amount of time?

Julie Morgenstern
Okay. So, I put all this together in my book Time to Parent. So, basically, what children thrive on is short bursts of truly undivided attention delivered consistently rather than big blocks of time delivered occasionally. And when I say short bursts, we are talking about 5 to 15 minutes, 20 minutes tops, at a time.

Children have short attention spans, that’s the key. And many experts say they calculate about a minute for each age of life of attention span, give or take, of course there are some variation. But you think like a five-year old has about a five-minute attention span before they dash off to the next activity, and a 15-year old, a 15-minute conversation and they are like, “Okay, I’ve had enough,” or a game.

And consistency is the key. And that’s what you’ll read a lot about in Jane’s book, which is kids need to be able to rely on when they first wake up in the morning that mom or dad is like, “Hey, how did you sleep?” It might only take three minutes but it’s like first connections, they can count on that. When you get home at the end of the day, don’t walk through the door still on your phone, doing one last email, or one last call, or one last thing. Make a mindful transition before you cross that threshold, and, “What is my intention on the other side of that door? I want to let that kid know, my wife know, my husband know, I am so excited to see them and I want to hear about their day.”

And if you do these short bursts, you build them into the fabric and the rhythm of the basic transitions of the day, that is what makes kids feel loved and secure. And if you can occasionally do these big blocks of time, quality time outings to the park or museum, or whatever, those are great, they’re fine, they can make memories, but what they really thrive on is those short bursts delivered reliably. It’s very frame.

Pete Mockaitis
Thank you.

Julie Morgenstern
You’re welcome.

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

Julie Morgenstern
I would say come to my website JulieMorgenstern.com and you can poke around there, you can read about the books, you can read about Time to Parent, the Never Check Email in the Morning, my other books, we have a couple newsletters you could sign up for, we have a Contact Julie tab where I welcome comments, questions, queries, and we will absolutely get back to you. And you can find me online, Instagram, just Julie Morgenstern everywhere, Twitter, Instagram, LinkedIn and Facebook.

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

Julie Morgenstern
Yeah, I would say the call to action is to define, so clearly, what is your unique contribution. What is it that you bring to the table that you know your company hired you for? And you should start 2020 by claiming time for making that unique contribution. Tie it to your schedule, reliable time, every single day. You do that and you will start to really feel not only a great sense of satisfaction but a great sense of control and contribution, and you will start to see real results for it in every other aspect of your life.

Pete Mockaitis
Perfect. Julie, this has been lots of fun. I wish you all the best in your organizing adventures.

Julie Morgenstern
Thank you so much. Great to talk to you, Pete.

522: How to Defeat Distraction with Joe McCormack

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Joe McCormack says: "If I don't manage noise, it's going to manage me."

Joe McCormack provides noise survival tips for clear thinking.

You’ll Learn:

  1. Top 3 tactics for noise survival
  2. The problem with multitasking and what to do instead
  3. How to train yourself to say no

About Joe:

Joe McCormack founded and serves as managing director and president of The Sheffield Company, an award-winning boutique agency. A passionate leader, he started The BRIEF Lab, a subsidiary of Sheffield, in 2013 after years dedicated to developing and delivering a unique curriculum on strategic narratives for U.S. Army Special Operations Command. He speaks at diverse industry and client forums on the topics of messaging, storytelling, change, leadership, and focus.

Resources mentioned in the show:

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Joe McCormack Interview Transcript

Pete Mockaitis
Joe, thanks so much for joining us here again on the How to be Awesome at Your Job podcast.

Joe McCormack
It’s great to talk to you again.

Pete Mockaitis
Well, I’m excited to dig into some of your wisdom about noise. But, maybe, I’ll put you on the spot and say what’s perhaps the most fascinating and surprising discovery you’ve made about this stuff since we spoke last?

Joe McCormack
For me, the most fascinating thing is that this is an issue that affects a lot of people, so just talking to people about the project, it elicits almost an immediate response of something that .

Pete Mockaitis
Yeah, absolutely. I think that’s certainly resonant. And so then, I’d love to get your take then, sort of how do we get here and what do we do about it?

Joe McCormack
Well, my journey is I wrote a book called “Brief” and it was all about the value of concise communication and being clear, and it was really targeted towards a professional audience, so people that communicate for a living. And the reason for that book was because

So, as I was really promoting that book, and teaching courses and workshops and webinars, it became really readily apparent that there’s this issue that people were still struggling with, which is, “How do you manage the noise of the information overload?” Obviously,

So, if you’re in a meeting and people strategies to handle this as a day-to-day reality, one that is not getting better, it’s just getting worse?”

Pete Mockaitis
Yes. And so then, I’d love to get your take then in terms of do you have some research or data that paints the picture for just how severe this environment is now as compared to before?

Joe McCormack
Well, if you look at it, it’s basically

So, that wasn’t like that, people bought alarm clocks. And that sort of need to be with technology all the time and information and constantly consuming it is becoming, I think, one of the big struggles and people don’t know it because it’s very subtle, maybe incremental, it’s just happening over the last decade. And a lot of people are talking about this and people feel helpless, like, “I don’t know why I’m on edge all the time.” And they feel like they’re always on alert, they’re always on call because they’re tethered to it and they can’t get rid of it seemingly, and that makes people feel helpless and they don’t know why.

Obviously, if you get up and the first thing you do is check your phone, and you find that you have an email from your boss and it’s not good, well, you haven’t had a cup of coffee and you’ve already ruined your day. And then they’re taking the phone, so

Pete Mockaitis
Yeah, certainly. Well, that’ll do it. And so then, I’m curious, what is the beginning of the solution?

Joe McCormack
It turns out that raising an awareness of, “Hey, your brain is not an infinite device where you could just…it’s like a battery that just goes on forever. It depletes,” so people need to protect it.

Attention is your most valuable resource.

The second thing that’s related to it is I call this an old-school solution to a new-world problem, and a lot of those answers require discipline, and being intentional, and starting to manage it like you manage anything that’s an issue. You don’t let it manage you. You manage it and you take the upper hand. And I think that’s the big point of the book, is there are things that we can do to start managing these realities and get control back of our lives.

Pete Mockaitis
And you got fun little abbreviations here,

Joe McCormack
Yes. So, if you think about the old-school radio, you’ve got AM and FM, they’re frequencies, and there’s a whole metaphor in the book about dialing in and what you tune into and what you tune out of, and you set the channels. So, AM is awareness management, this is how I manage my own awareness, my own attention. It’s my personal responsibility to do this. And focus management is, once I start to do that, I can help the people around me help manage their focus.

So, if AM first stars with me, and FM means I can be the force at helping other people improve their focus. And those are sort of the two frequencies in the book that we focus on – start with yourself and then help other people.

Pete Mockaitis
Okay. Certainly. So, then you listed out some particular tactics in a noise-survival guide, ten of them. I’d love to hear a couple of those that you think offer sort of the best bang for your buck, they make a world of difference when you do them.

Joe McCormack
I think, for people, when you think about this issue and you think about how it affects people, you’re consuming information which, at the end of the day, doesn’t really make that much of a difference. If you shut it off for a day, your life isn’t going to be that much worse. So, how do you fix it?

Well, one is you have to taking aim. And it starts with a real simple sentence, which is, “In my role,” everybody’s got different roles – parent, brother, coworker, boss, leader, visionary, whatever your role is. People have three to five key roles in their lives, maybe more. “In my role as blank, the most important thing for me today is blank.” And I think people need to write that sentence every day.

“In my role as father, the most important thing for me today is to call my son.” Nothing should get in between me and that. Nothing. Nothing is more important than that. That’s the most important thing. Always do the most important thing. But you have to define it because if you don’t define it, something else is going to compete for it, your attention, so you have to take aim at that. That’s the first thing. And I do that every day and it’s an interesting exercise.

The second thing, is critical, is what people do is, they’re like, “Well, when it’s quiet, I’ll enjoy it.” And it never comes. So, it’s like the play “Waiting for Godot.” Well, during the ending, he doesn’t come, right? So, quiet never comes. It only comes if you will schedule it. And I look at this as scheduled like non-negotiable.

Every day in the morning and in the afternoon, I schedule quiet time. It’s a set amount of time and I do it no matter what. Like, I take a shower and I eat. I never say I’m so busy that I can’t take a shower and I can’t eat. In our lives nowadays, we have to schedule quiet time. That’s the second thing. In that quiet time, I answer the question, “In my role as blank, the most important thing for me is blank.”

And then the third thing is, “For example, an alert or notification comes on my phone. It’s amazing how immediate my response is, “Well, I’ll just check it.” No, no, no, I’m not going to check it right now because I’m doing something else right now. If I do it, the research tells me that it’s going to take me a significant amount of time to go back and regain that focus, so I have to start getting really comfortable with the word no. And that starts with myself.

I’m not telling people to say no to everybody else, though that might be part of it. When a person interrupts you, and they’re like, “You got a minute?” You can say, “Not right now, but I will in 15.” So, you . And when those interruptions do come, we have to recognize them as something that is going to really weaken us, really, really weaken us. So, those are three things, taking aim at the most important thing, scheduling quiet, and then really just saying no when things come.

I think that empowers people. I can do something to improve in this area. I can be a force in managing this, and that’s why I call it attention management or awareness management, is I manage it. It’s my job.

Pete Mockaitis
Understood. I like that notion. And so, you said a significant amount of time, and I’m a sucker for the numbers. I read a Microsoft study that suggested it could be 24 minutes when folks just check their email real quick for something, and then try to return to what they’re doing. What’s that from you see?

Joe McCormack
They’re all over the place. They could  But the issue is that it’s not…we think that it takes just a nanosecond to regain attention, and the research is it’s like resetting, you’ve got rebuild your mind, so it takes way longer than people think.

Pete Mockaitis
So, at least a couple of minutes and maybe nearly an hour. Got it.

Joe McCormack
Yeah. And if you think about the things that people are doing moment to moment and multitasking, and the research indicates that when you’re trying to do two things, you’re depleting your attention. Now you’re doing three. It’s, like, we’re not acrobats in a circus where we’re spinning plates. That’s a skill for the rare person that can do five things at once. Most of us mere mortals struggle to do one thing well at once. So, why are you trying to do two or three? So, I think that we have to start saying no to some of those things because

Pete Mockaitis
Yeah, understood. And so, in that quiet time, I’d love to get your take with the scheduling. What do you find, in your experience and in others who are utilizing this, are some of the most sensible appropriate times to really schedule that in, make it work well for the day?

Joe McCormack
I liken it to like taking a shower. If you like taking a shower at night or in the morning, that’s really up to the person. The issue is

So, the people listening to it right now are like, “Well, all right, that sounds great. I want to do it.” So, when you sit down for 5 minutes and it’s quiet, it’s really noisy because you’re not prepared for it. So,

So, what I’ve devised are just some suggestions of things to prepare so when it comes, you’re ready for it. So, if you think about it, how would you  It’s like listening to a podcast. In a moment I want to listen to a podcast, you curate the podcast. People set your podcast, they subscribe to it, they’re ready for it, they come to listen, they’re ready to go. You don’t just drive your car while looking for a podcast, you’ll crash so you have to prepare before you get in the car.

Same thing for quiet. Think, “What am I going to do in this time of quiet?” And I came up with categories. You can come up with an infinite number of them. One is nothing. there’s a lot of books and research that say it’s good and healthy to let your mind wander and not focus on anything.

Another one is, it might sound funny but  Or plan, or read, or be thankful. Thanksgiving is a big day, right, for a lot of people. Write a list of things, if you have a tough life, that you’re thankful for. I’m thankful for shoes, electricity, my job. I’m thankful for the car. Whatever you’re thankful for, just write a list for 5 minutes, 10. And just come up with an activity and then do that for a set amount of time. And don’t try to be good at it. Just do it. This isn’t a contest. This is like you plug in your device to recharge it. This is the recharging of your brain.

And connected to that is  Don’t go to bed when you’re done and wake up when you feel like it. It’s all part of quiet. It’s like your brain needs to restore itself. It’s under attack all day long. You need seven to eight hours of sleep. And the research tells that high schoolers and college students, they don’t get nearly enough sleep, and they’re on their phones all day long. This is a bad combination. Really bad.

Pete Mockaitis
Certainly. Well, so you’ve laid that out there well. And I’m curious, in terms of you schedule the quiet time, you’ve got a plan, it’s curated for what goes down. And one of the biggest things is you establish your “In my role as blank, the most important thing is blank.” Maybe I could put you on the spot, for today, what did you come up with in terms of these critical sentences?

Joe McCormack
Funny you asked. You’re not putting me on the spot because I do this every day. There’s three big things that I did. One is I prepared for this podcast, all right? That was the first thing because it’s an important thing. I’ve written a book and I need to explain it so I need to prepare. The second thing that I did was I texted my kids. I’ve got kids in college and they’re always moving around and I travel as well so I’d like to stay connected to them. I’d let them know that I’m thinking about them.

A very close family member overseas, my brother-in law’s mom passed away so I prayed for her because I just found out she passed away. And I had a meeting with a startup, which was I got some guys in special operations that have retired and started a new business, and we were talking about their company and their vision and I was helping them with that. So, those were categories. And I do that every day.

And sometime it’s hard to come up with what’s the most important thing and not have it be just a to-do list. But, really, the reason I do it is because it orients my day. It gives my day an orientation so these are things that are like…do you ever go through a day that’s just a blur?

Pete Mockaitis

Yeah.

Joe McCormack
These make the days less of a blur because it makes the days more purposeful and more intentional and less like, “Oh, it’s 10:00 o’clock at night and I don’t know what I did. I can’t remember. And it’s not just today. It’s like I go back for a week, a month, and I can’t remember anything. My day is just a…” The whole thing is just a complete, like, “I’m in my life but I don’t remember any of it.” And that helps orient the day towards those things. And I think, for me, it’s been extremely helpful to do that and I’d like to suggest to other people to do the same.

Pete Mockaitis
Absolutely. And just to be able to feel like a winner in terms of, “Okay, I had, I don’t know, hundreds of potential to-do items land in my world, and I did 40 of them. Is that good? I don’t know.” As opposed to, when you’ve established, “All right. In my role as this, the most important thing is that,” and you do those things. You say, “All right, that feels good.” You can feel victorious with the day and ready to take on the next one.

Joe McCormack
You’re absolutely right. There is a book, actually a speech that was given by Admiral McRaven. As you may recall, he was the head of joint-special operations command, and then he gave a speech at the University of Texas. And the point of the speech was, “The first thing you need to do every day is to make your bed.” So, he wrote a book about this.

And what struck a lot of people was when he said that, his point was start your day with a success, and even if your day is a complete failure, when you come home at night, and this is brilliant, and you see that you did the first thing well, your day would not have been a total disaster. And it’s funny, when I was a kid, my dad would always tell us, “When you wake up, get up. And when you get up, make your bed.”

And McRaven, he wrote a whole book about making your bed, and I think the most important thing, do the most important thing. Do that and you’ll feel like you’re making progress in your life because you’re doing the most important thing and not forgetting that.

Pete Mockaitis
Yeah, I think that’s dead-on. And so, let’s talk about roles for a second. I mean, I imagine we could generate potentially dozens of roles and names for them. What are some of the biggies that come up again and again for you and clients?

Joe McCormack
Yeah, you have your role as leader, subordinate. I mean, everybody has got a boss. You can go to different characteristics like visionary, helper. You can go to partner. You can go to friend. You can go to brother or sister, parent, neighbor. I mean, there’s just things of

So, you think about your role, like during the day, it’s not like the great schizophrenia, that’s not the point. who am I today and what am I doing and what are the expectations? What’s important?” And once those get defined, it brings a lot of clarity. Next it brings a lot of the noise down because I’m clear in this moment right now, I’m not trying to be a father. I’m trying to be an author of a book and you’re the host. You’re not the host and an investment banker, even though that might be something you would do.

So, it gives people clarity about trying not to do ten things at once.

Pete Mockaitis
Yeah. You have a fun turn of a phrase weapons of mass distraction. Can you give us some examples of those and what do we do about them?

Joe McCormack
I think if you just look at your life, there are…a

If you look at it as almost a threat and a reward, but it’s both, it can be helpful but it can also be very, very damaging at the same time. And it has to be managed as such, that it’s not…like, if you look at people bring their phone to bed. It doesn’t belong in bed. It belongs on a table in another room. Put it in another room. Buy an alarm clock.

I’ll tell you a funny story about that. I used to use it as an alarm clock. Well, what happens was I used it as an alarm clock, but then I want to check something, and the next thing you know I’m online, and two hours later I don’t know what I’m doing. So, I put it in another room and I bought an old-school alarm clock. So, the clock just changed a few weeks ago. I don’t have my phone to automatically update. I need to remember to change the clock. This was pretty old-school, right? So, I‘ve got an alarm clock, it sits six feet from me, and I didn’t change the time. So, I get up, set the alarm, wake up, it’s on a Sunday, I go to church, I go there, there’s nobody there.

Pete Mockaitis
Oh, wow.

Joe McCormack
You know what’s so funny? There’s an old lady sitting there, and then there’s a guy sitting in the back, and it was kind of cold, so I’m like, “I don’t know, maybe people didn’t want to come because it was kind of cold.” I mean, I just said this in my head. So, I sit there, and then this old lady, she comes up to me, and she’s like, “Where is everybody?” And I’m like, “I don’t know. Maybe it’s cold.” And I’m sitting there, and I’m like, “Oh, the clock’s changed. I’m using an alarm clock. My iPhone didn’t tell me. Oh, I guess that’s not the worst thing in the world.” I sat there for an extra hour.

Pete Mockaitis
Oh, yeah, there you go.

Joe McCormack
I had built in quiet time. I had another hour but I didn’t go anywhere. My kids were like, “What did you do?” And I’m like, “I just sat there. I mean, why not? There’s worse places to be, right?”

Pete Mockaitis
Oh, certainly. Nifty. Well, understood. So, the phone is one of them. And what else?

Joe McCormack
elusive 600. And, basically, the research tells us our brains are great processors, so they process, let’s say, at a rate of about 750 words per minute. This is conscious and subconscious thinking, how fast you can think. People can speak about 125 to 150 words a minute.

So, if you take 750 words per minute processing minus 150 words per minute speaking, you have about 600 extra words. That’s what the brain is thinking while you’re talking, and thinking while you’re listening. And we gave it a name, it was given by a friend of mine, Sharon Ellison, and it’s called the elusive 600. So, in that, those are the thoughts that go through our mind all day long.

Now, if you think about this, so when you’re listening to somebody, or you’re talking to somebody, or you’re just talking to yourself, you’re just walking from thing to thing, what are we saying to ourselves while we’re doing that? And you look at conversations that go bad. So, one of the things we talk about in the book is listening, and I call it you have to be in the moment and give listening as a gift. So, I have no agenda, I’m just listening, like you’re listening.

So, in the moment, thoughts can pop into my head. And if you’re a bad listener, I can’t listen to that thought right now. I just have to ignore it. I have to stay focused. So, random thoughts, negative thoughts, useless thoughts, thoughts that are just not timely thoughts, like, “Oh, I’d love to check this sport, this score in the game.” Well, I’m right in the middle of writing somebody’s evaluation. That’s not a good time to go check the sports score. Like, the quality of that evaluation is going to be in great part how much concentration and focus I gave it. But if a thought pops into my head, it doesn’t have to be prompted by technology,

In the example I used, it’s like if you’re in an office, walk from one side of an office to another to do something and see what people do along the way. They’ll be like going to the copy machine to get a copy, and then they stop to do this, and it’s all random thoughts. Stay focused. Are you getting a copy? I just did this today. I’m getting a copy then I go and get a cup of coffee. It’s like, “No, get the

Pete Mockaitis
Yeah. Well, let’s talk about the shutdown, say no. What is the answer to untimely thoughts? Maybe that’s a big question many meditation teachers have wrestled with for millennia.

Joe McCormack
I just think Just keep on saying no. Like, there’s a power to the word no. Say no to things that are irresistible. No. Because there’s a power to it.

When you hear a person say it, it’s powerful. “Would you like to go to the game tonight?” “No, I can’t. I have something else to do.” I’m not encouraging people to walk around and tell their workmates and their colleagues no all the time because that would be anarchy.

powerful one at that. And people who are successful do this all the time so there’s nothing new about this. This is an old-school answer to a new-world problem. But this new-world problem presents itself as an irresistible problem. Like, “I can’t say no.” Well, we have to learn to or relearn to say no.

And this is why I call it attention management. I’m managing my attention.

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

Joe McCormack
I think for people, I think a lot of people struggle with this. It’s certainly a big work thing where there are so many things competing for our attentions but it’s really, this competes in all facets of your life. So, it might be discouraging or difficult for people, and I just want to tell people that

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

Joe McCormack
My father was a huge impact in my life and one of his quotes was, “Do something even if it’s wrong,” and he would always qualify it, not morally wrong or legally wrong, but just his impetus was just do something. Just don’t stand around waiting and thinking. Just keep on moving, keep on doing something, which is one of my favorite quotes from him.

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

Joe McCormack
The elusive 600 that I mentioned before we shared, I don’t know exactly where the original research came from, but it came from a woman, a consultant. And what I love the most about it is it gives a word or a name to a reality that people live with, and now they have a name for it. Like, “Oh, that’s my elusive 600.” And I’ve taught our courses at the Brief Lab for now over seven years, and that term has got a stickiness to it, and I owe a lot to that consultant who shared that with me.

Pete Mockaitis
And how about a favorite book?

Joe McCormack
One of my favorite books, the book is called “Isaac’s Storm” and it’s a book about a hurricane that hit Galveston in 1900. It’s a tragic part of history but it was a storm that nobody knew was coming. And we look at today like everybody knows in advance what bad things are going to happen, it’s like predicting the future. And this was a story about the technology and the science was advancing but it wasn’t quite there yet, and nobody knew. It’s a tragic story but it’s one about like our world is imperfect, and no matter how much technology we think we have, we’re always a little bit behind.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with listeners and clients; they repeat it back to you?

Joe McCormack
Well, in the work that we teach at the Brief Lab, one of the big ones we do in the world of being clear and intentional as communicators, “it gives people a sense of clarity and purpose when they talk, that I just did this day. I just love when people get that concept and use it because it makes them so much easier to understand.

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

Joe McCormack
Go to TheBriefLab.com and we have resources there. You can download two free chapters of the book “Noise.” We have tools that people can use. There’s a treasure trove of resources. We teach elite military organizations and corporate leaders and teams not only how to be concise communicators but now with noise, how to be clear thinkers.

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

Joe McCormack
Yes.

Pete Mockaitis
All right. Well, Joe, this has been a lot of fun. I wish you lots of luck in managing the noise and enjoying all the fun that comes with having that handled.

Joe McCormack
Thank you so much for having me.

520: How to Start Finishing Projects with Charlie Gilkey

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Charlie Gilkey says: "If it's worth doing well, it's worth doing badly in the beginning."

Charlie Gilkey discusses how to deal with the obstacles that derail your important projects

You’ll Learn:

  1. The magic number for projects
  2. Signs that a project truly matters to you
  3. When and how to say no to your family, friends, and bosses

About Charlie

Charlie Gilkey is an author, entrepreneur, philosopher, Army veteran, and renowned productivity expert. Founder of Productive Flourishing, Gilkey helps professional creatives, leaders, and changemakers take meaningful action on work that matters. His new book is Start Finishing: How to Go from Idea to Done.

Resources mentioned in the show:

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Charlie Gilkey Interview Transcript

Pete Mockaitis
Charlie, thanks for joining us here on the How to be Awesome at Your Job podcast.

Charlie Gilkey
Pete, thanks so much for having me. I’m pumped to be here.

Pete Mockaitis
Oh, well, I’m excited to talk about starting and finishing and getting to done. Let’s start with starting, actually. I understand you don’t choose to start your year in January. How does that work and what’s the backstory here?

Charlie Gilkey
Well, there are several things going on. And thanks for that question. That’s a deep cut. Two things going on. One is the business cycle for the business that I’m in or the year cycle starts actually in August for the back-to-school, you know, back-to-work sort of thing. That’s when everyone comes back online, it’s like, “Hey, we got to get after it.” And so, that’s a really important point for my business.

And I’ve also learned that actually doing your yearly planning, if you’re going to do it on the personal side in February, is a way better time to do it because it kind of lets you shake off the high of New Year’s resolutions and all the things that go along there, and I think we’re way too optimistic during that period of the year. And then if you pay too close attention to the goals you set in, it can be a really good way to feel bad about yourself. But if you kind of wait until February, kind of around Groundhog’s Day and give yourself a redo, what I’ve learned is that we end up making way better sort of annual goals and resolutions during that period.

So, I have kind of two periods in which I do annual planning, but that’s kind of par for the course for me, and then I’m always recalibrating plans and working in it

Pete Mockaitis
That’s clever. Groundhog Day, redo, and I’m thinking Bill Murray right now. Part of that was shot near me in Woodstock, Illinois. Fun fact. So, yeah, that’s a good way to think about it in terms of like the day and where you’re going to choose to start and why. So, thank you for that. Let’s talk about the book Start Finishing. What’s the big idea here?

Charlie Gilkey
The big idea is that finished projects bridge the gap between your current reality and that life you want to live and that work you want to do. And so, a lot of us have, you know, we have really big dreams and visions for ourselves. We have that idea of our best work or our best life, and a lot of times we could feel stuck and we don’t quite know what to do. And it turns out that, again, it’s those finished projects that bridge the gap.

And I think it provides a bit of a different take on productivity, and getting things done, and sort of personal development, which either can be far too granular and focused on tasks, or it can be far too lofty and focused on sort of vision and sort of the big view of your life. And the mess of life and the beauty of life is in this middle world of projects.

Pete Mockaitis
Yes, okay. Indeed, the finished projects bridge the gap. And one thing I think I’m coming to learn is that almost finished projects don’t. And I’m thinking about all these instances in which it’s like the vast majority of the hard work is done but it’s not all the way finished and, thus, it doesn’t turn into something.

So, I remember once, we’ve got a multifamily home here and we were trying to rent out one of the units and things were almost completely renovated, cleaned, whatever but there’s like a bunch of cardboard boxes in the corner. And I think that prospective tenants can know that those won’t be there when they move in but, nonetheless, I couldn’t help but notice that every showing we did where the boxes were there did not result in an application, and those that we did with the boxes absent, totally cleaned up, did.

And so, it’s sort of like almost done doesn’t pull it off for you. But it’s kind of encouraging in that it means that there’s very little left to get to finished project status. So, those are my own musings on the finished project piece. Give me your take on that.

Charlie Gilkey
Well, I love that. You know, I talk a lot in the book about displacement which is the idea that anything you do displaces a practical infinity of things you could do, or you can’t do one thing, or you can’t do multiple things at the same time, right? Barring simple things like doing the laundry while listening to a podcast. But when it comes to this significant work that we need to do, what I call best work and what I call those things that really light us up and are part of the matrix of meaning-making that we’re in, we tend to only be able to do one thing at a time.

And the frustrating thing about those half-finished projects is that they suck up all of the time that could’ve been going to something else, but they’re not bridging that gap. They’re not doing the work that they’re supposed to do to power your life. And it would be like investing a hundred bucks a month, for however long you want to do it. Let’s just say it’s 12 months, and you don’t get the return on it until the 13th month, and then you decide on the 12th month to just stop, and then everything disappeared, right? It’s like you’ve already sunk in all of that money, you’ve already sunk in all of that time but you don’t get the reward for it just because you decided to jump to something else. So, absolutely.

And one of the things that I really stress in the book is that we should really be focusing on throughput and not load. And by that, I mean I think we commit too quickly to ideas and end up carrying too many projects around with us and too many things that we’re not going to be able to finish. And so, if you make that commitment to where this week you’re going to, like, “I’m going to do these 17 projects,” and you only do three, well, you’ve carried the additional 14. And I think, unfortunately, what we do is we’ll say, “Well, this week, I overestimated this week so I’m going to do 12,” and then we do three projects.

Well, it turns out that if we just focus on the three that matter most and we get through them faster, not only is it just about efficiency but it’s about that momentum that you can build with these finished projects. And so, depending on where you want to take this, Pete, a lot of times when I tell people I like to focus on three to five projects, the first thing that they’ll do is, like, “I can’t. I got all the things.” But let’s do a reality check here, are you actually finishing those things or is it just a continual state of juggling and a continual state of sort of commenting about the status of a project but not actually moving that project forward? Or is that continual story that you’re going to get to but you don’t?

And I get to say, you know, over the decade I’ve been doing this work with people. There’s momentum, there’s more pride, there’s more joy, and there’s more results just from coming from focusing on fewer things, getting them done, and moving to the next thing.

Pete Mockaitis
Yeah, boy, that’s well-said with regard to load because you could feel that, and the word itself, it’s like, “I am shouldering a burden, a load, like a camel or an ox. Like, there’s a lot of things on my plate, on my back here.” And so, you identify these are the things that we’re actually going to sail right through here, we’re good to go.

And it’s intriguing that when you mentioned three to five, you’re getting pushback because, I guess I’m thinking about Jay Papasan who we had on the show with the One Thing, it’s like, “Oh, man, you’re being lenient. You’re giving them three to five instead of just one.” So, let’s talk about that for a moment. Why do you think that’s perhaps the magic number there, three to five projects?

Charlie Gilkey
It’s partially because enough studies both with my own clients and work, and external study showed that that’s about the limit of which we can do. Now, I want to pause here. I love Jay’s work and I find that most people can’t just commit to one thing because when you commit to one thing, I think you often forget. Well, there’s different ways of understanding his book and the message, so that’s one thing to talk about.

I want to make room for projects that are not just economic projects. So, for me, anything that takes time, energy, and attention is a project. And so, finding a place for those cardboard boxes you’ve mentioned, that very well could be a project, right?

Pete Mockaitis
Yeah, that’s why it wasn’t done.

Charlie Gilkey
That’s why it wasn’t done.

Pete Mockaitis
It took multiple steps. There’s too many to just shove in the alley so I had to take another…do something else there.

Charlie Gilkey
Yeah, you got to find out where they are, and you got to sort, and you got to figure out which other closet you’re going to put them in, and then you open that closet and realized, “Oh, crap, there’s something in there. This got to go somewhere else.” It’s kind of like a shell game and stuff sometimes, right? But, also, getting married, getting divorced, having kids, moving across the United States, getting a new job, like all of those things are projects.

And, unfortunately, we tend to prioritize economic projects, or creative projects, or work projects, or however you want to say that, and we try to squeeze the work over our lives and the leftover, the time leftover from the economic projects, and we’re just not getting to it. And so, again, not to go overly critical of the One Thing, but it’s like we are not just work-related people. Like, our thing in life, our thing at work is one of the many things that we might want to attend to. We might also need to attend to our aging parents that we need to help transition into elder care, right?

Pete Mockaitis
Oh, yeah, absolutely. And I think that in the conversation, Jay mentioned, “Hey, what’s the one thing within like a context or a domain?” “The one thing in my marriage, the one thing in my business, etc.”

Charlie Gilkey
Etcetera. And so, I think people misunderstand his message in that way, and so I just wanted to say, like, we’re actually super aligned in that way, but that’s where we start saying the five projects, or three to five projects. Yeah, you have to look across the domains of your life and not just pick the one thing, and not just pick like one domain, and say, “I’m going to go all in on that.”

And so, for instance, right now, I’m in the middle of launching this book and doing the PR too for this book, and it’s a major project. I’m also in the middle of reintegrating back into my business after working on the book for so long, so that’s another project. And I’m also getting back into the gym and working with a personal trainer. That’s a project, so that gets me through it.

But, anyway, you asked why three to five. I think that many lets you invest in the buckets of your life that matter without spreading yourself too thin. Two, I think it’s when we look at sort of the cognitive load that we humans can bear, we sort of heard the five plus or minus two, I think, is now four plus or minus two, like, the things we can remember. Well, when you have a fewer number of projects and you can always rattle off what you’re working on, it turns out you don’t need a super complicated productivity system or an app to help you with that. You can always just sort of have those things front of mind.

And the last thing is every one of the projects, another way of thinking through this, every one of the projects that you carry, they need fuel. And I talk in the book about focused blocks which are 90 to 120 blocks of time where you can sit down and make substantial progress on things. So, if it’s a creative project, it might be that time where, let’s say it’s writing, where you actually are able to sit down and get some good words in, lean into the project, get out of the project rut. But it doesn’t have to be creative work, it can be, again, going back to that garage.

A lot of times we don’t end up cleaning the garage because we look at it, it’s like, “Oh, I think I can just move it around,” but you know that it’s going to take you three to four focused blocks because you got to figure out where everything goes and do the organizing. And because we don’t schedule that time, we know we won’t be able to make any meaningful progress, so we don’t actually start.

And so, when we look at the sort of the three to five projects, it’s like, how many of these focused blocks do you have in your life, and in a week, that you can allocate towards these things?” And no focused blocks equals no momentum.

Pete Mockaitis
Okay. Well, yeah, I’m seeing how the pieces are coming together. So, I’ve got my three to five projects, I’ve got focused blocks for 90 to 120-ish minutes, and then I’m allocating particular focused blocks towards particular projects in order to get momentum. So, I understand you’ve got a full-blown nine-step method, so I think we’re already getting into a couple of them. How about we sort of get the full view here?

Charlie Gilkey
Yes. So, the full nine-step method would be, well, there are different ways we can say this. But where people often will fall down is that they go immediately from idea to working on it, and that’s really not a great way to do it because we don’t do ideas, we do projects, and so we have to do some work to convert that idea. But before we can get there, in chapter two, well, one of the steps is really getting clear about the obstacles that are in the way from you doing this life-changing work that we’re talking about. And if you don’t start with looking at that, the first thing that you’ll do is choose an idea, start working with it, and then see, all of a sudden, that you’re upside down with it and you can’t go forward with it and sort working backwards. So, it’s a root-cause approach.

So, the first step is getting in touch with some of those root causes that keep that gap between our current reality and the life we want to live. So, second sort of step is to pick an idea that really matters to you. And that seems like obvious except for what matters to us is oftentimes not the first things that we’ll pick because of fear, because of the seeming difficulty, and we end up choosing low-hanging fruits, or we end up choosing other people’s priorities.

And then when we get into the messy middle, or towards the end of the project, we don’t get anywhere. And that’s largely because, at the end of the day, that idea did not matter enough to us, it didn’t supply the amount of meaning and sort of commitment juice that we needed it to, and so there’s just a certain point in sort of imagine this lever of, like, at past a certain point of difficulty and grit, if you don’t have the amount of internal emotional buy-in and sort of spirit in that project, the difficulty of it is going to win, right?

Pete Mockaitis
Understood.

Charlie Gilkey
And so, you have to pick an idea that matters enough for you to invest a life force that is going to take to push through it.

Pete Mockaitis
Okay, certainly. And I think that’s well-said with regard to just because you’re doing it doesn’t mean that it matters to you. You very well could’ve chosen it because you passed up the bigger things out of fear, or, “Ooh, that just sounds hard.”

Charlie Gilkey
Yeah, it just sounds hard. And I want to pause here because, over the last few decades, I think we’ve lost a lot of grit and we just sort of baked into some sort of talent myth, like if it’s hard it’s not for you because if we look at all the prodigies and the people that seemed to do things super easily, it’s like, “Oh, they got that talent. And the people that have the talent, they should go do those things. And if you don’t have that talent, maybe you go find something else that’s easier for you to do.” Right?

And what that ends up doing for a lot of us is that when we start something and it gets difficult, we sort of encode that maybe that’s a sign that we’re doing the wrong thing, maybe it’s a sign that there’s something else that I should be doing because it shouldn’t be this hard. And my whole point is, first off, if it’s worth doing well, it’s worth doing badly in the beginning. Bottom line, if it’s worth doing well, it’s worth doing badly in the beginning.

And, second off, in almost all these cases, these effortless talent displays that we see, it’s a lot of hard work and cultivation of those people behind the scenes, so they have a certain amount of budding seed time that we don’t have. And so, I want people to orient themselves so that when they see something that’s difficult, or when they see…well, let me say it this way.

I talk in the book about thrashing. And thrashing is sort of the meta work and emotional flailing and “research” that you’ll do to push an idea forward but it doesn’t actually push an idea forward, right? It’s just thrashing and flailing. And the thing about it is we don’t thrash about things that don’t matter to us. Like, no one has a mini-existential crisis about doing the laundry or taking the trash out. There’s no “Why am I the right person to do it? Is now the right time? What if I’m not good enough?” It’s like you do it or you don’t do it, right?

But when it comes to time to some of these best-work projects, which is what I call these life-changing projects that really only you can do and that change the world in really phenomenal ways, those are the ones where we’ll have all those sort of mini crises, and those are the ones where we’ll start wondering if we got what it takes, and so on and so forth.

And so, it turns out that the more it matters to you, the more you’ll thrash. And so, it’s a really good sign when you’re feeling that feeling of, like, “Wow, this is…” not just that it’s daunting, because you can take on a project that doesn’t matter and could be daunting, but you’re thinking like, “Wow, I don’t know if I’ve got what it takes. I don’t know if I’m ready for this,” those are actually really good signs that the project matters to you, because if it didn’t, you wouldn’t be feeling that way.

Pete Mockaitis
Oh, yeah, that is one worth sitting with it and remembering because you want it to come to mind when that feeling occurs again. Indeed, wow, yeah, so many implications when you’re experiencing, “Oh, my gosh, I don’t know if I have what it takes.” It’s indicative of that’s something you care about a lot or that thought would not have occurred to you at all, the, “I don’t know if I’ve got what it takes to…” And it’s not just about how challenging it is, because you might say, “But I don’t know if I have what it takes to take out the trash every day.” The take-out-the-trash challenge, you know. It’s, like, that’s probably not go do it. It just sort of says, “That’s dumb. I don’t feel like bothering.” So, yeah.

And I’ve often had this thought. I’ve said to my wife numerous times, like, when I’m feeling frustrated by something, I think, “Well, you know what, it’d be a lot easier if I didn’t care so much.” It’s like, “If I didn’t care, if my clients were getting great results in ROI from our trainings, then I’d just be like whatever.” But I do and, thusly, I get a little bit worked up associated with if folks are doing the exercises and understanding and connecting with the stuff.

Charlie Gilkey
Absolutely. It’s kind of like envy as a compass. And by that, I mean we’re not envious of other people when they don’t have something that we want. We’re only envious when someone has something that we actually care about. And, unfortunately, we try to wash out the envy, we try to wash it out, but, for me, I’m like, “Oh, maybe let’s pause a little bit and say, ‘What is it in this moment, in that sort of feeling that you have that’s telling you that something matters? And what are you going to do about it?’” as opposed to just pretending like you shouldn’t feel it.

Like, you like what you like, and you value what you value, and that’s one of those learning to center those fundamental truths and that it’s perfectly fine to like what you like and to value what you value, and you have permission to do that, then let you say, “You know what, that man with the shoes on over there, those shoes are really kicking, man. I love those shoes. I wish I had them.” So, what is it about that and what do you want to do to address that?

Maybe you decide later on, “No, maybe I was just being materialistic,” or maybe, just maybe, you like the shoes, and that’s enough for you to say, “You know what, I’m going to do something about that, meaning I’m either going to buy it, or if I can’t afford it, it’s worth it to me to do the work that I need to do to exchange my labor for money I need to get those things.” And that is a choice that I don’t think we allow ourselves to really sink into a lot of times unless they are socially-approved values and likes, in which case it’s kind of a given that we get those.

Like, many people, I know this is kind of straying in the personal finance land, but many people don’t question the value of owning a home because it’s one of those given, it’s like that’s just what you do. You go to school, you get a job, you get a partner, you buy a house, right? And so, deciding not to buy a house and deciding to be a renter for the rest of your life because you realize that 3% to 5% of you the cost of your home is going to be spent in maintenance, and those type of things in general. Like, that becomes important but a lot of people don’t give themselves permission to say, “You know what, this whole home-buying thing, not something I care so much about. I care more about freedom. I care more about that.”

And, again, I’m not trying to make a strong case for that particular economic choice. I’m just trying to say there’s a lot of decisions like that, that we default to the socially-approved cues and, unfortunately, end up living our lives doing work that we would rather not do to get stuff that we really don’t want, and then miss out on this one precious life that we have in front of us and that way we could have lived it.

Pete Mockaitis
Yeah, that’s adding up and resonating there in each of those components in terms of this is just what you do versus you’ve given some real thought to it. And when it comes to envy, I think it’s also intriguing to look and see if there are some finer distinctions because you got my wheels turning in terms of I saw this Netflix documentary about Bill Gates and I had some envy, but I don’t at all have envy for Elon Musk, right? And so, here are these two super rich people who are innovating but there’s a distinction and that is sort of rich fodder for potential insight. So, it’s like, where do you have envy and where is there a similar situation where you don’t? And then we’re really homing in on something.

Charlie Gilkey
Yeah. So, what does that envy tell you about your values? That would be the question, right? And where is the lack of envy in other places, not do the same things? So, again, these are really good tools. And the thing about it is, especially productivity but I’ll say the broader sort of personal development, we approach it from a headspace in like a thinking space. But when it comes down to actually doing the work that changes lives, changes our lives, changes other people’s lives, and having the courage and being able to set up the boundaries, it’s always going to come back to your heart space. It’s always going to come back to stuff that really matters.

And so, I encourage people to actually steer with that as opposed to getting caught into all the things sort of in that headspace of what you should do. And, just while I’m on that, just about any time you’re telling yourself you should do something, pause. Because, usually, what you’re telling yourself is that there’s some external standard that is a guideline for what you ought to be doing. And where I want you to pause is say, “But is that really true for me? Is it really true that that’s the right thing for me to do?”

And sometimes when you should, in the case of given who I am and what I care about, this is the thing that I need to do, but I’ve learned so oftentimes, so many times we only use the word should when it’s an external rule, an external guide. And when it’s our own sort of compass, we say, “I get to…” or, “This matters to me,” or, “I want to…” or, “This is meaningful.” Like, we use all sorts of words that are different than the should word. Does it make sense, Pete?

Pete Mockaitis
Oh, absolutely. Yeah, I have been thinking about should a lot lately in terms of, I guess, when I see or hear should, I get very curious as well in terms of “What do you really mean by that?” And I find, often, that should, all that really means is, “If one were to invest additional time, energy, money, resource in this domain, there would be some kind of a benefit.” But, like you said with regard to opportunity cost, well, is that really worthwhile?

And I’m really intrigued when I hear it with regard to people talking about TV or Netflix, like, “Oh, have you seen the latest season of this?” And I say, “Oh, no, I should really watch that.” And I’m thinking, “Man, really, should you? I think you got the right idea and I’m the one who should watch less Netflix.”

Charlie Gilkey
Yeah, stop shooting on yourself is a long way of saying it.

Pete Mockaitis
Certainly.

Charlie Gilkey
Like, if you wanted to do it, you would have watched the show already. If it really mattered to you, it just turns out that, I talk a lot about cage matches, whether it’s a priority cage match or a project cage match, and that’s just a homage to my upbringing in the ‘80s of professional wrestling, where the basic idea, if you’ve never seen this, it’s like a bunch of competitors get into the ring, and the strongest one, some way or the other, ends up throwing everybody else out or beating them into submission. So, I know, terrible metaphor for this particular context.

But there are certain priorities and certain things that they’re always going to win that cage match. If you are a parent and something comes up about your kids, you’re going to displace almost everything else to make sure that their needs are attended to. And so, what I want more of us to do is to look at all the OPP, the other people’s priorities, not the Naughty by Nature O.P.P. song, but that’s also a great song, right? I want to look at everyone else’s priorities and say, “You know what, why and how are those more important than my own?” Because you could be that person that runs around trying to fill everybody else’s priorities and end up exhausted and depleted and frustrated, and still not be able to appease everyone and fill their buckets.

Or, you can say, “You know what, I can’t be everything for everyone. I’m choosing for the smaller set of priorities to be who I am and to live in the way, live and work and allocate my time in a way that really accentuates those values.” And that does mean that there are a lot of people who might be mad at you, there might be a lot of people who decide not to be friends with you, or there might be a lot of other, like there might be some social fallout for that. But, again, look forward into a decade, would you rather have done the things that really are going to power the type of life you want to live or just continue to maintain other people’s projects and priorities?

Pete Mockaitis
That’s great. And while we’re here, as I’m rolling with it, what are your pro tips on saying no?

Charlie Gilkey
Pro tips on saying no. It depends on where it’s coming from, so I got to start with that. Obviously, if your boss walks into the door, walks into the office, and is like, “Hey, I’ve got a new project and priority for you,” be careful about saying no to that because you may not get to say yes to the job tomorrow, right? And so, there’s a context there. And even with bosses, and I’ve had to do this in the military, back when I was in the Army, where it’s like you get handed this project, or you get handed this mission, you’re like, “Okay. Well, I can do this but it may displace some of these other priorities that you have for me and that we’ve already talked about. So, do you want me to do this instead of that? Or like what’s the priority conversation here?”

And that I think always returning to, especially the work environment, to priorities is a good way to talk about it, because you’re not saying, “Screw you. I don’t care.” You’re saying, “I’m here to do a certain job, or I’m here to make sure that I’m providing the best value to this team that I can. We’ve already discussed these other ways in which I could provide that value. Now, there’s this new thing. Is this better than that?” And that’s a good conversation that a lot of teams can have even that a lot of people can have with their boss.

I think when it’s with your friends and family, first off, my observation is that we spend too little time talking to friends and family about what actually matters to us, and so we end up negotiating a bunch of trivial things. We get invited to go to the club, or you get invited to go to watch the football game on Saturday, or you get invited to all these sorts of things, or you get expected to, like, “Hey, can you watch my kid today?” or, “Can you come over?” and there’s never been that talk of, like, “Actually, Saturday is the day that I spend in community service, and that’s why I’m down to soup kitchen every Saturday because that’s super important to me.” We haven’t established our priorities first and so we’re always negotiating what matters on the backside of things.

So, step one is to have more intentional conversations with your friends and family about things that matter to you, the projects you’re working on and how they fit into this life that you want to live, in that way when you do get asked to do something or requested to do something, there’s a preexisting conversation about some things that matter. It changes it, it changes the conversations because the people around you understand that it’s not like you’re sitting at home on that Saturday evening just looking for something to do, right? You have these other plans for yourself and other things that truly matter, so it does help with that conversation.

The second way that I would look in on this one would be to, where it’s a resonant request, meaning it’s from someone who can legitimately make that request, and it’s something that, in general, like you’re open to doing it but perhaps can’t do it right now, is always provide that alternative. It’s like, “You know, I’m sorry that I can’t do that that day because I have some preexisting commitments. Is there a way that I can do that Wednesday or Friday or this other period of time? Because what you’re requesting from me, I actually do care about and I care about the relationship that we’re in here. That particular time is not the best time.”

And the last thing that I would say is, and this goes back to talking about things that matter and being honest with your friends and family, is if there are certain things that you’re being requested to do and they don’t resonate, and they aren’t something you’re ever going to do, don’t BS people and be like, “Oh, yeah, I’ll get to it,” or, “Yeah, it sounds great,” or, “We’ll have coffee in three months.” If you know that you don’t want to have coffee in three months, avoid that. Avoid setting that sort of precedent. And I know that seems perhaps obvious, and maybe it seems hard, but I think too many people are not honest with the people around them for fear of rejection, or for fear of becoming a social pariah, or whatever that is, and we end up negotiating a lot of things that, if we were just being forthright with folks, we wouldn’t have to be negotiating.

Pete Mockaitis
Charlie, I have no interest in drinking coffee with you.

Charlie Gilkey
Hey, I got it. Cool.

Pete Mockaitis
That’s not true, Charlie. I think it’d be a lot of fun.

Charlie Gilkey
Yeah.

Pete Mockaitis
So, how does one say that?

Charlie Gilkey
How does one say, “I’m not interested in having coffee”?

Pete Mockaitis
Yeah. Ever.

Charlie Gilkey
Ever.

Pete Mockaitis
Because I think that’s kind of what you’re saying. They’re saying, “Hey, in a few months when things quiet down,” it’s like that’s kind of what you mean is that’s just fundamentally is not worth doing to you.

Charlie Gilkey
Yeah, that’s a tricky one, right? Well, here’s what I’ll say. Very rarely do I have someone out of the blue who doesn’t know just ask me to go for coffee, right? So, typically, it’s in the context where they know I got a lot of stuff going on, and so I can say, “Ooh, I’m going to have a hard time.” Or, what I will normally say is, “Hey,” especially if I don’t know them and I really don’t want to have coffee, like, “What’s your thought there? What are you thinking?” And this may just be peculiar to my line of work because I am a coach and things like that.

If it comes up with doing all these things, like, “I’d love to have coffee because I want to pick your brain about something,” then I can say, “Hey, Pete, I’d love to have that conversation. I am a professional coach, and the best way for us to have that conversation would be under this sort of structure. Are you open for that conversation?” And, basically, what that’s saying in some way, without being a butthole about it, is, one…

Pete Mockaitis
It ain’t free.

Charlie Gilkey
It ain’t free. And, two, if it matters to you, like if it matters for you enough to do it, then let’s have that conversation. But, for me to show up and do that for free, like, again, that’s displaced other people who pay me to do this, right?

Pete Mockaitis
Certainly, yeah.

Charlie Gilkey
And, on that note, I have a certain amount of time that I just think of as service to the world and community service and things like that. And so, there are some people who are like, “You know what, that’d totally be something that I would pay…” like someone would pay me to do. But, in this circumstance, I just feel called that this is a conversation that I want to be in and so I’ll do it.

Pete Mockaitis
Right.

Charlie Gilkey
But, again, I don’t get a lot of that. I know women actually get a lot more requests for coffee, and it’s kind of one of those things. Are they requesting you to coffee to pick your brain? Which is basically that conversation we were just having, Pete. Or are they wanting to establish a friendship? And so, I think, largely speaking, the best way to say no sometimes is to say, “Let’s determine what we’re actually trying to do.”

If you want to avoid that tendency to say yes too quickly, and this does seem to contradict what I was saying a little bit earlier, your go-to is always, “Let me check my schedule and see what projects I have, and see how I can make that work.” And then say, “Let me get back to you in a day or so.” And then that at least gives you enough time to not overcommit yourself, but also think about how you’re going to disengage from that.

Pete Mockaitis
Understood. Thank you. Well, Charlie, we got a lot of good stuff here. I had a big list going in. You’ve distinguished three different ways projects get stuck, and I think that’s worth mentioning. So, can you give us, what are these three categories and how do we deal with those?

Charlie Gilkey
Yeah, can I get a three and a half here?

Pete Mockaitis
Oh, 3.5, yeah.

Charlie Gilkey
Three-point-five because I kind of want to talk about the red zone on this one.

Pete Mockaitis
Okay.

Charlie Gilkey
Because the red zone is a metaphor, I’m appealing to American football, where as you get in that last 20 yards of the drive, a lot of teams will fumble it, or a lot of teams will screw up in that last 20 yards, and then end up in a field goal situation, or a turnover situation. And the reason you end up in a red zone is because they’re such tight space that everything working against you doesn’t have to spread itself so thin.

And so, projects can get stuck in that red zone where you’re in that last sort of 3% that seems to take as long as the full 97% before, and a lot of that is just about, again, that’s when your perfectionism is going to come up, that’s when your procrastination is going to come up, that’s when all of the implications of the scope and goal will creep, start coming up. And so, just understand that that’s a normal part of the process.

And in the book, I do give some ways to work through the red zone, but part of it is doubling down at the end and not thinking that you’re just going to be able to slide it home. I’m being super quick there because I’m conscious of time.

The other three sort of ways projects get stuck, so there are cascades, there are logjams, and there are tar pits. Cascades are when you have a series of projects that you got to do step A before you do step B before you do step C, and step A gets behind, so step B gets behind, so step C gets behind, and you might have a whole cascade of those. And at a certain point, I think we’ve all been in that where you start spending more time trying to keep your projects up to date and communicating with people about those projects than just getting those projects done in the first place, and it just keeps slipping on you.

And so, the trick of solving the cascade is you actually have to clip both ends of the cascade. You have to stop new projects coming in and, in a lot of times, you have to look at those projects that are backed up and start deferring them, start dropping them, and start focusing on getting the ones that you can through so that you get it going again. So, you can’t just focus on the new projects.

So, there are times, Pete, where people will come to me and they’ll tell me what they’re doing, it’s like, “All right. So, first thing is we’re on a new project diet, right? You don’t get to take on any new projects until we get these ones done because we don’t have any space to add anything anyways. It’s just going to be a frustrating conversation for both of us three weeks later because you’re going to tell me, ‘I didn’t make any progress on anything.’ And I’ll ask you why, because you didn’t have time, so on and so forth, so let’s not do that.” New project diet.

So, you got to sort of clip both ends. Once you get enough of those projects going, then maybe start accepting new projects back into the pipeline. And how that might work in a work context is, again, talking to your boss and being like, “Look, here’s what’s happening. I’m not able to get any of these projects done because of the rate this is coming. I need two weeks or I need a week where I can just focus on getting these things caught up. Here’s my plan for that. Is that all right with you?”

And a lot of times, when faced between you not getting something done, and you getting something done, bosses and teammates would much rather you get something done. And so, it’s not as hard of a conversation as people make it. You just have to admit that the amount of inputs that are coming in exceed your ability to put them in the output mode. And that’s a hard conversation for a lot of us to have, but having that conversation after four months of struggling, doesn’t do you any favors. If you see that, you might as well get ahead of it.

You know, a lot of what we’ve been talking about today is about taking the hard parts or maybe the pain parts of getting stuff done and putting them on the frontside of things, because the idea is that at some point, if you’re going to be falling behind and overcommitting and your projects are going to be stacking up on you, there’s a certain amount of pain that that’s going to cause. We know that. And so, it’s not necessarily avoiding the pain. It’s, can you put some of the pain at the beginning of it so that you don’t have to face so much of it later on? So, cascade, that’s how you handle cascades.

Logjams are when you have too many projects competing for the same amount of time. This is the classic case where you have five deadlines on Friday, and you start looking at all the work it would take to do those deadlines. There’s just no way you can do them all at the same time. So, it’s different than the cascade, because cascade, you can kind of think of like projects stacked back to back. A logjam is like projects stacked on top of each other, and there’s just a certain amount that’s kind of like trying to push the golf ball through the garden hose. It doesn’t work, right?

So, with the logjam, some of it is similar in the sense of like a no-new-project diet will help but you really have to get real about, like, “Which of those projects that are trying to compete for the same amount of time have to be done?” Like, if you don’t do them, you’ll get fired, or it will cause a lot of pain, and which ones are nice to do? And those nice to do ones, or would be good to get done, or the ones that get deprioritized so you can focus on getting those ones that will get you in hot water done, and then you can sort of reestablish the flow of your projects again.

And the last one is a tarpit. And I’ve learned this for a lot of creative projects, but a tarpit is when that project is like you sort of touch it a little bit, and then the second you let it go, it starts sinking in a tarpit, in like one of those Jurassic tarpits, it gets stickier and deeper and deeper. And not only do you have to work to pick it up, you have to work to pull it out of it all over again. So, if you’re ever stuck with one of those projects and the mental or spiritual or literal closet, you know what I’m talking about. It’s so hard to resurrect those things. And then once you do, the second you let it go, it starts sinking back in there.

And so, the thing about tarpits is a lot of times it’s some layer of fear that keeps that thing hiding in the background, or there are some deep sort of emotion around it, and you’ve got to get clear about what that is before you get back into that project, because if you don’t address it, the same pattern of it sinking deeper and deeper is going to keep happening.

And then the other thing about tarpits, projects in a tarpit, is you want to make sure to give it enough time, enough of those focused blocks that I’ve talked about, that you can go ahead and clear all of the muck and get some significant progress on it, because, I’ll tell you what, there are a few things better than seeing one of those tarpit projects and figuring out, it actually does still matter to you, you’ve just been daunted or overwhelmed or steered by it, and then it’s knuckling down for two weeks, three weeks, four weeks, getting it done. It’d be like, “You know what, it’s done. It’s out of my soul. It’s out my emotions, out of my brain, and I can move onto the next thing, feeling so much more buoyant, and not just weighed down by that project that’s just sort of haunting me from the closet.”

Pete Mockaitis
And can you give us some examples of projects that often fall into the tarpit category?

Charlie Gilkey
Yeah. So, creative projects and creative, broadly speaking, so if you want to write a book, yeah, that can be a tarpit project. If you’re a musician, you’ve been meaning to write an album, those fall into the tarpit pretty quickly because it can be challenging to bare your soul in the ways that it takes to do that type of creative work.

A common tarpit project that I’ve seen from people, I haven’t had this problem yet because of the age of my parents, but it’s when you end up with heirlooms and sentimental items that you inherit from your parents when they pass. They end up in garages and closets where you just can’t get in there, and you can’t figure out what to do with your mom’s baby shoes that she gifted to you for some reason.

And so, those types of projects, and anything around clearing out the material belongings or material items that exists from relationships, so it could be that you have that box. I know of a few of my female friends that have boxes of letters and cards from boyfriends they had in high school, right? And I’m like, “Well, okay. So, what’s that about?” But just getting in there and figuring out what to do with it and things like that can be a total tarpit.

For a lot folks, financial stuff, getting your taxes in order, figuring out where all your money has gone, is going, might go, anything around money can be one of those tarpit projects which is like, “You know, I want to get in it, I get in there, I poke around a little bit, but I don’t actually make the investment. I don’t actually buy the insurance. I don’t actually do the thing that I need to do.” Those tend to be classic sources of tarpits.

And what else? I think those are three pretty good cases of that.

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

Charlie Gilkey
I know we’re wrapping things up, but I wanted to talk briefly about success packs because it’s a game-changer for people. And success packs are just a group of people that you put around yourself and your project that really help you figure out how to go. I would normally talk a little bit more about this, but the thing about success packs is they help you convert “how” problems into “who” solutions.

And when you use them, it takes a lot of that overload that we can feel, that overwhelm that we can feel about having to have it all figure out ourselves, and all the work that we might do, and feeling alone, and just realizing that we have a team of people that we can reach out to for different reasons. And so, whenever you’re wanting to do work that matters for you, before you start making heavy plans, before you start jumping headlong in there, think about the group of people that you would want to put around you that will be your advisors, that will be your helpers, that will be the people who benefit from the projects, and that will be your guides so that, again, you’re not stuck doing this type of work alone.

Pete Mockaitis
Understood. Thank you. So, now, tell me about a favorite quote, something you find inspiring.

Charlie Gilkey
This one is from Lao Tzu from the Tao Te Ching and it goes, I’ll give this version of it, “Because the master is aware of her faults, she is faultless.” And the idea there goes that because she’s honest about her limitations and constraints and who she is, those limitations, constraints and character quirks don’t end up tripping her up and making her life harder than it needs to be.

Pete Mockaitis
Understood.

Charlie Gilkey
And so, I love that because I think a lot of times we don’t want to talk about those constraints and limitations and challenges. It’s kind of like when people are like, “Well, we don’t want to talk about the hard things because it makes them real.” But if you arm is broken, like you talking about your arm being broken doesn’t break it. It’s already broken. So, what are you going to do about it? And so, I love that one because whenever I’m, one, it allows a lot of room for humility but it also allows a lot of room for hope at the same time.

Pete Mockaitis
Yes, thank you. And how about a favorite study, or experiment, or bit of research?

Charlie Gilkey
I’ve been really geeking out on the marshmallow test, and especially that they got it wrong.

It turns out that that was largely, when they did the research on the data and they tried to run it again, what they found out was actually a determination of someone’s social status was actually what was determining their ability to hold out or not. And the reason I’m super pumped about that finding is, one, having grown up as a poor kid, and just seeing how different realities manifest because of just where you grew up on the opportunity divide, gave me a lot of hope there. But it also reminds me that we need to be super careful about the judgments we make on people, and that we need to dig deeper when we’re starting to see some of these types of trends.

And so, again, it’s one of those big things that’s largely grit determined what you would be able to do in life, and it turns out that where you start in life determined how much grit you may have. And that means, in some ways, grit is a muscle that we can all work on, and our future is not necessarily predicated by where we grew up, even though that has a super strong influence on it.

Pete Mockaitis
Thank you. And how about a favorite book?

Charlie Gilkey
Well, since I got the quote from that, I probably should say the Tao Te Ching by Lao Tzu.

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

Charlie Gilkey
The tool that’s popping up to me is the AlphaSmart Neo2 which is a late ‘90s word processor. It’s, basically, a keyboard with an LCD screen on it. And it’s really helpful for writing when you’ve been super distracted, or when you got a lot going on. It’s actually what I wrote about 95% of Start Finishing on. And when it comes to quality words and volume of words, I have yet to find a better solution than the AlphaSmart Neo.

Pete Mockaitis
Fascinating. Thank you. And how about a favorite habit?

Charlie Gilkey
That would have to be my morning routine. And so, I drink tea and meditate for at least 25 minutes in the morning, and that 25 minutes setup the rest of the day. And there’s a marked difference when I don’t have that 25 minutes than when I do, or when I don’t prioritize it. So, that is the habit that keeps all the other habits going.

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

Charlie Gilkey
I don’t have a really good one but what resonates is a quote but something that a lot of readers have said about this book, is really commenting that the part about them not being uniquely defective really stands out. So, I can say it in a quote form. So, in the book, I talk about, in chapter one, I just remind people that we’re not uniquely defective. We’re not fated to being able to get our stuff together. And we’re not fated to always be in struggles with that. And I think that’s such an important point because a lot of times we approach really important stuff from a frame of like there’s something uniquely defective about us that’s going to keep us from being successful.

And when you let go of that belief, when you let go of that way of orienting yourself to the world, and you see that, to quote Marie Forleo of like everything is figure-outable, and you are fundamentally able to change if you will yourself to do it, it opens up the world of possibilities. And so, yeah, that’s the one I would put down as you’re not uniquely defective.

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

Charlie Gilkey
So, if you’re interested in the book, go to StartFinishingBook.com, that’s all one word. If you’re interested in the broader body of work that I’ve got, you can find it at ProductiveFlourishing.com.

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

Charlie Gilkey
Yeah. In the next full week that you have, reach into that closet of your soul where you put one of those projects that really matter, one of those ideas that really matter, that will make your work better, that will make your colleagues work better, that will make your workplace better, and start thinking about, “How can I spend at least two hours this week bringing that idea to life and turning it into a project?” Start with that two hours and if that’s all you’ve got is two hours a week, better to work on that and make work awesome than to leave it in there waiting for a better time.

Pete Mockaitis
All right. Charlie, this has been so much. Thank you and good luck in all of your finishing projects.

Charlie Gilkey
Thanks so much for having me, Pete.