Building a Personal Board of Directors

personal board of directors

Do you have a personal board of directors?

Just like a company often turns to a board for input on strategy, key priorities, and big decisions, we have an opportunity to create a board of directors in our own lives. This is a small, highly curated group of people who can provide us with expertise, input, advice, deep listening, support, guidance, and outside perspective.

Here is a list of people you might consider for your board.

A Financial Adviser

I started working with a financial advisor in 2008. My only regret is that I didn’t start working with her several years earlier, when I first started working in the corporate world. I have met with her regularly since 2008, and she has helped me not only make smart decisions with my money, but also hold the vision for the life I most want to create.

When I put in my notice at my job, she was the second phone call I made, after calling my family.

A good financial adviser will help you to uncover your priorities and make smart financial decisions accordingly.

I hear many people complain about the fees that financial advisors charge. My perspective is that I pay professionals for most important things in my life; I pay a dentist to clean my teeth, I pay technicians to service my car; I pay lawyers for their legal expertise, and I pay my financial adviser for her expertise and guidance. That said, for those who are uncomfortable with the traditional financial advising payment structure, there are also fee-only advisors who are paid only for their advice and do not earn commissions.

I also hear people say that they need to first prepare on their own or have more savings to be ready to talk to a financial advisor. I lovingly disagree. A good financial advisor can help with this preparation by recommending small, tangible actions to take now, in service of where you want to be in the future.

Not quite ready to talk to a financial advisor, but want to take a baby step? The So Money podcast is a great place to start.

A Coach and/or Therapist

Do you have someone in your life who is helping you work through the most important challenges, opportunities, and decisions before you? Someone who listens attentively, provides a neutral third party perspective, and who lovingly pushes you in toward your highest purpose in the world?

I believe that almost anyone can benefit greatly from working with a coach and/or therapist. One of my earliest coaches once said to me, “you can do things alone - but it will be much harder and take way longer.” I very much agree with this sentiment.

While there are some similarities and also a number of differences between coaching and therapy, here are a few:

What’s Similar:

  • Both a good coach and a good therapist will listen deeply and will be able to hear not only what you say - but also what you don’t say.

  • A good coach and a good therapist will ask you powerful questions that will lead to greater awareness, insight, and often personal transformation.

  • A good coach and a good therapist will hold you, the client, at the center of the process and will honor your goals throughout.

  • Many coaches and therapists have specializations - for example, types of people they specialize in working with, or topics of deep expertise. If either a potential coach or a potential therapist says they work with everyone/anyone, I would personally consider this to be a red flag.

What’s Different:

  • Generally speaking, coaching is more forward-focused (where do you want to go, and how can we work together to get there?) while therapy is oftentimes more past-focused (looking at patterns that have developed over time, family of origin, and events in our past).

  • Therapy may involve a diagnosis or referral from a medical provider. Coaching does not involve any sort of diagnosis or medical treatment plan.

  • Coaching is often a bit more active - with homework, reflection exercises, and/or concrete take-aways and things to try or implement between sessions.

  • Many coaches I know (I’m in this category as well) offer to share their notes with clients after sessions; this is not a practice I’ve seen in the world of therapy.

  • Many companies will cover coaching as part of professional development. Several of my clients use their professional development funds to cover all or part of their 1:1 coaching investment.

  • Some therapy is covered by some insurance providers. Coaching is not.

Of course, these are generalizations, and the specifics will depend on the individual coach or the individual therapist. The important thing is to do your research and find someone you connect with, that you respect, and that feels like a good fit. Referrals from trusted friends or colleagues can be incredibly helpful, because there are lots of coaches and lots of therapists out there - and not all of them are good.

A Mastermind-Type Group

This might be an official mastermind, or it might look like a group of colleagues getting together regularly for a cup of coffee or to discuss a book. The difference between a mastermind-type group and simply meeting up for coffee is that there’s often a specific goal, intention, or topic for the meeting beyond just “getting together” or “catching up.”

I’ve found that some of my favorite mastermind-type groups have a shared purpose and intention, but have some diversity in the backgrounds and perspectives of the members (versus masterminds that, for example, are made up of all people from within my own industry).

Friends and Family

Of course, these people get to play a role on our personal board of directors if we want them to! Our friends and family can provide support, encouragement, and input. While our friends and family members often play an incredibly important role in our board of directors, it can be helpful to remember that their perspective is often not necessarily neutral, since we know each other well!

This is why, in addition to these dear ones in our lives, it can be helpful to round out our board with some of the above individuals.

Questions to Ask

As you consider who to include on your board, you might ask yourself the following questions.

  • who are the people who inspire me?

  • who are the people who help me be my best self?

  • who are the people who help me to feel big and expansive?

  • who are the best listeners I know?

  • who are my role models?

  • who are people I'd like to see more of in my life?

  • who are the people who help me think bigger/see what's possible?

  • who are the people who have my back?

You want people on your board who help you to be your best. This doesn’t meant that they can’t push you or challenge you - but this criticism and pushing needs to be rooted in a place of having your best interest in mind.

In Conclusion

A personal board of directors can be a powerful source of support, advice, encouragement, and expertise and can help us move toward our most important goals.

Do you have a personal board of directors in your life? If not, what’s one small step you could take to begin to create one?

How to Create a Functional Resume

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Back in the day, most of us were taught to create resumes in a very specific way: list out all of our accomplishments, education, and work history in reverse chronological order.

While this format works great for recent college grads and those with very linear and/or traditional work history, it is not the best format for everyone. For many people, a functional or combination resume might be better. With this format, the skills/qualities/traits are summarized first, with the specific experiences and roles listed toward the end of the resume.

Across my clients and colleagues, I find that a functional or combination resume often works best for those who:

  • Have varied and/or non-linear experience.

  • Spent a period of time working from the home.

  • Want to highlight skills and qualities versus specific roles.

If you’re thinking of a resume refresh and considering a functional or combination format, here are a few tips for getting started.

  • Think about the top 3-5 skills/qualities that you’d like to highlight. Write them down. Once you finalize your list, these will become your themes for your functional resume.

  • Then, for each, think about the experiences you’ve had that demonstrate these skills and qualities. When thinking about these experiences, focus on the specific impact you had - what positive change did you create? How did your specific skills and qualities help to move the needle?

  • After you’ve worked on the specifics above, write out a brief summary that captures who you are, what you’re looking for, and why you’re unique. This can be used as a header on your resume (and can also become part of your LinkedIn profile). Note: I strongly believe that we, as humans, are much more than a list of skills or a list of experiences. The header is a way to add a bit more humanity to our resumes; it can serve as an introduction and a way of saying - hello, this is who I am as a whole person, and below you can find more information about who I am as a professional.

  • Plan to include a chronological summary at the bottom of your resume, in which you list your work history, experience, and dates.

  • Solicit input from trusted colleagues/mentors. What would they identify as your top skills and qualities? Are their lists aligned with yours? Note: solicit feedback from only trusted colleagues and/or mentors who have actually worked with you, and/or trusted colleagues in the HR/recruiting/coaching/career transition space, in order to avoid getting unhelpful suggestions from the peanut gallery.

  • Consider enlisting a professional. Often, in an hour-long session with my clients, we can bust out a solid draft of a complete resume refresh, along with a set of next steps and action items for LinkedIn. Writing our own resume in isolation is one of the hardest things we can do, I find, and often bringing in a bit of outside help can be a game changer. Warning: there are many resume experts and companies out there who charge $8,000-$10,000 to re-do your resume, guaranteeing that this investment will lead to the resume being picked up in all of the keyword searches that you desire. Do not pay this much. Even for the highest level executive or CXO level roles, I have not found these services to demonstrate the amount of ROI that they promise for my clients and colleagues.

I hope that these tips are helpful as you work on your own functional resume. Need a bit of help, or want to book a power hour to bust out these updates together? Feel free to reach out.

Expanding Our Definition of Self-Care

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The best definition of self-care I've heard goes something like "creating a life that you don't need to escape from."


So yes. Buy yourself flowers. Book a spa day if you can. Sink deeply into the bath tub (you'll find me there most nights during the winter) and light all of the candles. Eat the chocolate. Jump on the bandwagon for Treat Yourself Tuesday.


And also - be courageous enough to look at the things that you might be trying to escape from.

Get quiet.

Tune in.

Go for a walk in the woods, alone with your thoughts - free of podcasts and music and photo sessions for Instagram.

Bust out your journal (any old notebook will do) and a favorite pen.

Write down whatever comes up.

Hire a coach (I know some people).

Find a good therapist (it can be hard but they exist).

Have the tough conversation with your co-founder or mom or sister or friend.

Dare to take a good, hard look at the big stuff, the messy stuff, the things that it can feel easier to try to escape from.

This - doing the hard work, having the tough conversation, looking deep within, and being willing to face what we uncover - is perhaps the most loving and impactful act of self care that we can do.

What Part of This is Also True For Me?

“What part of this is also true for me?”

communication, truth, alignment

I appreciated this question, posed in a workshop that I recently attended.

Rather than jump to ‘do I agree or disagree?’ Or ‘is this right or wrong?,’ an invitation to ponder instead what part - even if a tiny one - in what’s being said, shared, or expressed, might also be true for me?

We can use this in work contexts, in relationships, in meetings, and in heated (or not so heated) conversations to step out of a place of judgment and into a place of curiosity and exploration. It fascinates me to imagine what might be possible if some of our current leaders tried this question on for size, as well.

 

A few questions you might experiment with include:

  • What part of this is also true for me?

  • Even if I disagree, what is the truth that I might be able to see in this?

  • What is the small part of this that resonantes for me?

  • How can I step out of my own perspective in order to really see and hear what’s being said?

  • If I step out of my own position, where are the areas where we’re actually aligned?

Tips for Making Tough Decisions

making tough decisions

Confession: I am not always good at making big decisions.

Many of the answers to the biggest questions I’ve ever asked myself have come to me intuitively, which meant that I really didn’t need to decide, because I just knew.

When I adopted my first pup, I wasn’t looking for a dog. In fact, I’d just said to a coworker the week before, “It’s amazing to me that single people get dogs, because I imagine that they really inhibit your freedom!” I was single. And precisely one week after saying this, I had a dog.

I had been picking up two friends’ dog from doggie daycare when I saw his face on a crumpled up flyer, taped to the front counter. As if the words had come to me from somewhere outside myself, I asked if I could meet him. When I met him, I knew on an intuitive level, long before I knew on a conscious level, that he was my dog. There was no decision - just a deep sense of knowing. When my friends arrived to pick up their dog, there were two dogs, instead of one. My friend just looked at me with a knowing smile.

The same thing happened the day I put in my notice at my job. While I was sitting inside of an office, there was a moment in which I swear I saw the clouds part and a big ray of light shine through, at which point I said, “my last day will be May 1st.” Once again, there was no decision -  just a deep sense of knowing, and the words came out of my mouth from what felt like a source greater than myself.

All of this clouds parting, light shining through, voices from above type of clarity is great, but it means that decisions can be incredibly challenging for me when this isn’t present. In the rhythm of normal work and life, it’s not always possible to wait around for this moment of instant clarity to strike. There are timelines and deadlines and normal life constraints that aren’t always conducive to waiting for an answer to appear.

In these situations, I often use a variety of tools and systems to explore the different possibilities at hand, to help lead me to the best decision based on the information I have at the time. Here are a few of my favorites.

Try on the different options.

Imagine yourself in the different scenarios at hand. For example, if you’re considering whether or not to leave your current job, you might imagine yourself staying in your current job, and leaving your current job. What does each option feel like? What do you see in each of these scenarios? What is happening, and how do you feel? And then, after exploring options A and B, push yourself to think about a third path. Is there another option C that could exist that you might not have thought of before? For example, pursuing your passion as a side hustle while staying in your current job? Or, exploring a role change within your current company? Try each of these on as well and notice what emerges. Pay extra attention to how you feel as you sit with each one.

Write to yourself.

Write out the question you’re currently considering, and write out whatever answers come to you, without filtering or judging the responses.

For example, you might write: “what do I really want?” and then allow yourself to write down whatever comes to you as an answer. Write down whatever comes up, without thinking about it or filtering it or wondering whether it’s real or not - just write it down.

Then, when you’re finished writing, you can go back and revisit what you wrote. What do you notice? What are you surprised to see on paper?

Often we know more than we think we do, if we get quiet and tune in.

Check In with your Future Self.

This is the version of us who is 5, 10, 20, or maybe even 30 years older. This process involves consulting our older self and asking about the questions that are are pondering today. What path did she pick? What advice might she give us knowing what she knows now? What decisions led her to where she is today?

Write out Three Different Life Plans.

Write out three possible paths for your life, in 5-10 year chunks.

  • Path 1: the path you’re on right now.

  • Path 2: a slightly modified version of the path you’re on right now.

  • Path 3: an entirely different option - or the “if anything were possible option.”

Check in with each of these three paths. Which one feels most alive? Which one feels most aligned with your values and goals? Which one gets you most excited?

And, what is one small step that you could take toward the path that speaks to you most?

Decide on a First Small Step.

Often big decisions feel overwhelming. If we are considering whether to leave our job, for example, a number of fears and saboteurs often kick in - What if we don’t find anything better? What about the benefits? What if we realize we made a mistake?

The first decision might not actually be to leave your job. It might simply be to update your resume. What if you start there and take some of the pressure off? Usually the first small step can be done without a lot of disruption and under the umbrella of security and safety of our current context, and is much easier than we think.

These are a few of my favorite strategies to use when instant, intuitive clarity isn’t present. Here are a few additional resources that may come in handy along the way, as well:

Good luck as you ponder the big decisions you may be facing right now. Want some help along the way? Please feel free to reach out to explore how we might work together throughout the process.

“Once you make a decision, the universe conspires to make it happen.” Ralph Waldo Emerson

Following Your Passion When You're Not Quite Sure What Your Passion Is

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“Follow Your Passion!”

“Live Your Purpose!”

We’ve all, I’m sure, heard this advice way too many times to count.

While inspiring in some cases, it can feel like slightly unhelpful advice when we’re not sure what our purpose is, or where our passions actually lie.

Discovering these things is not, of course, an overnight process. For some of my clients, the desire to get more clarity in the above two areas is the reason they hire me as a coach. They’ve usually been wildly successful doing something other than their passion or what feels like their purpose, and together we work to discover what a new path forward might look like.

Hiring a coach is a great way to gain some powerful traction on the above questions. That said, there are some small things we can do on our own, as well, to kick start the process. Here are a few of my favorites.

Pay Attention to Curiosities.

“Instructions for living a life. Pay attention. Be astonished. Tell about it.” - Mary Oliver

I see many people put pressure on themselves to figure out the answers to these enormous questions about purpose and passion in one massive epiphany that comes with a bolt of lightening at 2 in the morning. While sometimes the answers come to us this way, often the answers are the result of paying better attention over a period of time.

The first thing we can begin to pay attention to is curiosities.

  • What are you curious about?

  • What are you interested in?

  • What do you find yourself reading about in your free time?

  • What types of books are you drawn to?

  • What do you find yourself researching online, just because you want to know more?

  • What are the themes of conversations you’re having with friends?

  • Who are the people you find yourself following or drawn to - through blogs, articles, or social media?

Pay attention. Write these things down. Make a list and continually add to it. Allow yourself to simply add to it over the course of several weeks. And then, look back to see what you notice.

Track Your Energy.

What are the things, throughout your days, that give you energy? What are the things that deplete your energy?

Pay attention. Write them down. I recommend making a good old fashioned T-Chart with a list of “+” and “-” and adding to this list throughout your days.

Do this exercise at work.

  • When do you feel engaged and energized?

  • What are the projects you feel excited to work on?

  • Which types of conversations energize you?

  • And, on the flip side, when do you feel that you’re drained or depleted?

  • Which projects or tasks do you dread tackling?

Write them all down on your list.

Do this exercise at home.

  • What are you doing when you feel totally energized at home or around the house? Are you working in the garage or tackling a craft project or cooking?

  • What are you doing when you feel depleted or drained at home?

Put all of these things on the list.

Do this process for a week or two and notice, without judging, what emerges. Are there any trends or patterns? Or perhaps any surprises?

This process is not only helpful for informing your passions and purpose, but also for making small tweaks that make everyday life more easeful and joyful. I’ve made several small but game changing tweaks to my everyday workflows and rhythms as a result of my findings from this process.

Go Back In Time.

Think back to when you were young.

  • What did you love to do when you were little?

  • What types of games did you play?

  • What were your favorite types of toys to play with?

  • What did you want to be when you grew up?

Think back to high school and college.

  • When were you happiest?

  • What activities were you part of?

  • When were you having the most fun?

  • When did you feel most engaged in what you were doing?

  • When did you feel the most fulfilled?

Make a list of everything that comes to mind. Dig up some old photos and notice what you were doing.

For most of us, there is at least some thread that relates to our passion and purpose. In my case, for example, I played school almost every day. I had an entire school set-up in my basement: blackboard, overhead projector (the old school kind with the plastic sheets and the wipe-off markers - yes, I was that into playing school), chairs, and supplies. All through high school and college I taught water aerobics to adults and swimming lessons and Spanish for kids. I absolutely loved the process of teaching and learning.

While for a long time I thought all of this meant that I wanted to be a teacher within our school systems, I realized in my adult life that I wanted to create spaces of learning and self discovery and transformation and personal growth - for adults - which is exactly what I’m doing today. Putting these pieces together was not an overnight realization - it came after much reflection, lots of additional education, and plenty of time in the corporate world doing something entirely different.

Do Stuff.

Perhaps most importantly, to discover our passion, we need to do stuff that we are passionate about. To uncover our purpose, we need to take purposeful action.

Generally speaking, we will not discover our purpose solely by sitting at home reading books about purpose. We will not uncover our passion solely by reading inspirational quotes about passion, even if they are written in perfect calligraphy (you know the ones I’m talking about).

Rather, we will discover our purpose and our passion by taking action, with purpose and with passion.

Sign up for a class. Take the workshop. Reach out to that person you worked with 10 years ago who is now doing something super interesting and reconnect. Subscribe to the industry magazine. Volunteer with an organization that sparks your interest.

Try stuff. Dabble. Tinker. Allow yourself to be curious, and unattached to the outcome.

Do stuff just for fun.

In Summary.

To discover our purpose, we need to take purposeful action. Purposeful action does not need to mean quitting your job on a whim and moving into a Westfalia van for the next 3 years (though it certainly could if you feel called to do so) or going on a year-long spirit quest in Bali (though it certainly could if you feel called to do so). Purposeful action can mean making a list; starting your day with intention; paying attention to your curiosities; doing things that bring you joy; and noticing what you discover along the way.

The Pareto Principle

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I ordered my green smoothie, minus the chia seeds.

“Just so you know,” he said, “after Friday we’ll no longer be serving smoothies. They generate the smallest amount of our revenue and cause all of our headaches.”

“Have you heard of the Pareto Principle?”

“Yes, I love the Pareto Principle!”

We proceeded to geek out on the Pareto Principle for the next 10 or so minutes, after which I walked out with one of the last remaining green smoothies on the menu.

The Pareto Principle, or the 80/20 rule, states that for many events, 80% of the effects come from 20% of the causes. It is credited to Vilfredo Federico Damaso Pareto, who was born in Italy in 1848. In his case, he noticed that 80% of his pea plants generated 80% of the healthy pea pods, and then went on to discover that 80% of the land in Italy was owned by 20% of the population.

In the case of the restaurant I visited, 80% of their stress, irritation, and time investment tied back to 20% of their menu items (in this case, smoothies and smoothie bowls). And this 80% stress, irritation, and time investment produced under 20% of their revenue.

We can apply this same principle to nearly any type of business, to how we structure our work day, to the way we prioritize our work, and even how we approach our health and fitness.

Like Essentialism, this is one of those things that (for me) feels like common sense, yet takes constant attention and intentionality to apply in everyday life.

Here are a few ways that I like to practice the Pareto Principle.

  • Looking across all the projects I’m currently involved with, which fall in the 20% that create 80% of the positive impact and also feel the most joyful?

  • On the flip side, which projects fall in the 20% that create 80% of the stress and headaches?

  • Looking at the flow of my workday, where can I invest 20% of my time and effort for 80% of the returns? (For me, when doing independent work, the answer always falls in the early hours of the morning.)

  • Looking across my life at the things that aren’t working as well as they could be, where are the 20% of small irritations that are causing 80% of the lack of daily ease? (often, for me, this ties back to some sort of misalignment with my calendar.)

  • Which 20% of clothing items do I wear 80% of the time? (I’ve been working on continuously donating that other 80%, as for me there is a very clear 20%. I tend to wear the exact same few outfits on rotation.)

  • In which 20% of our house do we spend 80% of our time, and how can we maximize that 20% for the way we live?

  • Looking at my list of monthly, weekly, and daily to-dos, which 20% will yield 80% of the results?

The Pareto Principle, or the 80/20 Rule, can help us to focus our time and energy on the things that yield the highest results.

Do you use the Pareto Principle? If so, in what ways has it been helpful for you?

Escaping the Endless Cycle of Yes

Escaping the Endless Cycle of Yes

Saying yes too much. Difficulty saying no. Overcommitting. Prioritizing other people’s priorities over your own. Becoming stretched too thin. Taking on the project because other people dropped the ball. Over-serving the committee because none of the other volunteers follow through. Expressing interest in something and then suddenly finding yourself in charge of it. Saying yes to an opportunity because it’s amazing, but then wondering when the heck you’re going to fit it in.

Anyone else struggle with one or more of these things?

If you do, I hear you. I see you. I get you. My natural tendency is to do these things too. I quickly see possibility and potential in any given situation, which means that in my mind I quickly jump from where we are right now to where we could be in the future. It also means that sometimes, in the moment when the opportunity presents itself, I overlook the steps in between - for example, how long it might take to get there or what else I have on my plate. As you can imagine, this has gotten me into trouble on more than one occasion.

It is a constant, daily (sometimes hourly) practice for me to work with my natural tendency (seeing possibility, potential, what’s possible, allowing myself to be excited and enthusiastic about all of this) while also incorporating everyday realities such as time, capacity, and scheduling.

This is not a post about saying no more, or saying yes less. Rather, it is a post about moving from, as Greg McKeown says, the trivial many to the essential few. It is a post about saying yes in a way that aligns with your values and your priorities. And it is a post about remembering that we are the creators of our own life, versus allowing others - or our inboxes or our friends or other on the committee - to control it for us.

Here are some strategies I use in this ongoing pursuit to align my time with my values; my priorities with my calendar; and my decisions with my core purpose in this world.

Wait at least 24 hours before responding to any new opportunities.

First, this provides time to check this opportunity against my values and reflect on the following questions:

  • Is it in line with my values?

  • Would this opportunity be moving me toward my vision?

  • Is it in line with my priorities for the year?

It also allows me time to think about my capacity and bandwidth, and also the tradeoff costs.

  • Do I have time to take this on?

  • If I say yes to this, what will I need to say no to?

  • When will I have time to do this? And is it in line with the timing of the opportunity or event?

  • Do I actually have time, or would I be trying to squeeze it in?


Ask Myself: If this opportunity wouldn’t have come to me from elsewhere, would I have actively pursued it on my own?

This, of course, can be a particularly challenging question as a business owner, and especially for new business owners who are working to build their businesses.

“No but…..it’s a good opportunity….” But is it a great opportunity? Is it aligned with the work you most want to do in the world and the people you most want to serve?

In the beginning, as new business owners and entrepreneurs, as long as the opportunities are aligned, I tend to recommend being more generous with what you say yes to. This provides an opportunity to try out various things, work with several different types of clients, and learn more about what you like (and what you don’t). And then, as your business grows, you can use these early experiences to shape future decisions and areas of focus.

That said, if the only reason you are saying yes is “to get more business” or “to generate referrals” or something gross like that, I suggest revisiting. It should also be fun, or interesting, or an opportunity to work with fabulous people.

If you are approached about joining a board or a committee, ask the same question. While flattering to receive the invite, is this the cause you care deeply about? Is this the way you want to invest your time and energy? Are the people on the board ‘stunning colleagues’ who you will be excited to gather with each month or each quarter?

Is the opportunity a Hell Yeah?

Is the opportunity a Hell Yeah on its own? If not, what would make it a Hell Yeah? And if you can’t think of anything that would make it a Hell Yeah, is it really worth saying yes to?

As Derek Sivers famously said, “if it’s not a Hell Yeah," it’s a no.”

The way I like to look at this is a Big Yes or a Little Yes. The Big Yes is aligned with our values, our vision, our priorities. The little yes comes from a place of ‘should’ or obligation.

As new opportunities come your way, ask yourself if it’s a Hell Yeah. If you can’t think of any conditions under which it would be a Hell Yeah, if it isn’t already, then you likely have your answer.

What are the conditions/terms under which I would love to say yes?

Related to the above, if it isn’t a Hell Yeah, is there anything that would make it worth it?

For example, for new entrepreneurs or business owners, the truth is that every single project might not be a Hell Yeah. And, at the same time, one must eat.

So, for my clients who are navigating this situation (“It isn’t a Hell Yeah, but I need to eat…”) we often come up with a set of criteria that will make the opportunity worth it. This could involve the structure, the timing, the price, or perhaps a combination of the above. It might mean, for example, proposing a fall versus spring timeline to allow more time to prep. Or, it might involve asking for travel reimbursement to cover the cost of driving to another state.

Will my future self (in 1 month, 6 Months, a year) be happy that I said yes to this? What would my future self want me to say?

This can be one of the most game changing questions for me to ask myself. While my current self will enthusiastically say yes, what about my 6-Month-Future self? Will she still be thrilled about the opportunity?

There's a quote that goes something like, “an elephant looks small in the distance.”

This is also the case with things we say yes to. It might not seem like a lot of time at the moment. But will that still be the case in a month, in 6 months, in a year? Carefully consider the thoughts, the energy, the capacity, and the bandwidth of your future self before your present self says yes to anything.

What would my (actual, or metaphorical) board of directors tell me to do?

Do you have a board of directors? If not, I invite you to create one!

This might be an actual, living board of directors. I have a few different informal boards in my life - some girlfriends and soul sisters, some coaches, some strategic advisors and mentors.

Or, it might be a metaphorical board of directors. The idea is to identify a few people who you respect, put them on your metaphorical board of directors, and then ‘consult’ them when thinking about decisions or opportunities.

Sometimes, during a monthly meet-up with my real-life board of directors, I’ll review opportunities and get feedback. For example, a few months back, I was struggling with a decision not to submit a proposal to speak at a certain conference. They helped me see that while it was a great conference, it was not in line with my vision for the future, and my time and energy would be much better spent elsewhere.

I also have a metaphorical board of directors. These are people who I follow, and whose approach to business I deeply respect. For example, Seth Godin is one of the members of my metaphorical board of directors. He just doesn’t know it! Seth is ruthlessly committed to focusing on his most important work in the world. In his case, that means writing and publishing a blog post every single day. He doesn’t take meetings, he’s very mindful about the amount of travel he takes on, and he is committed to delivering value to his community every single day. If ever I am struggling with what to focus on or whether to take on a new project, I’ll consider what advice he might give me if I were to ask him his opinion. This whole process might sound a little weird but is incredibly helpful for me when I use it.

In the End

At the end of the day, this practice isn’t about saying no more, or saying yes less. Ultimately, it’s about making sure we say yes to the things that are aligned with our values and priorities, and no to the things that aren’t.

Sometimes, of course, we need to do things that aren’t aligned as part of our work, or our job responsibilities, or even basic duties we take on at home. But often, we have more opportunity than we think to shift, tweak, or restructure things to create the alignment that we desire.

Resources and Recommended Reading

  • Essentialism by Greg McKeown - the book I read again and again for inspiration on this subject.

  • The One Thing by Gary Keller and Jay Papasan - I especially like their focusing question: “what is the one thing that will make everything else easier or unnecessary?”

  • Better Than Before by Gretchen Rubin - it was in this book that I first learned about the Four Tendencies. As an obliger, the above practices are essential for me, because my natural tendency is to say yes to external requests and no to requests that I make of myself. Obligers make up the largest percentage of the population; if you find yourself struggling with this topic, you may enjoy checking out her work, or at least her free quiz which only takes a couple minutes.

  • The Four Tendencies by Gretchen Rubin - more information on the four tendencies and how to work with each of them. I’ve found that this framework can be transformative not only for how we operate as individuals, but also how we operate in relationships. Fun fact: Gretchen found that obligers and rebels are often in romantic relationships together, and I’ve found her theory to be correct. Many of my rebel clients are married to obligers; many of my obliger clients are either dating or married to rebels.